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Filter History should include WHO last edited it
We ran into an issue today where some filters were changed, and were not able to see WHO made the changes. The filter editing window shows who made the filter and when it was last edited, but it does not tell you WHO made that most recent change. This would be helpful to know!
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Bulk Import Products Into Deals via CSV
This is a CRM - I would like to know what my customers have ordered in the past so when they call I don't take 5 mins to pull together their order history. Can Pipedrive please add the ability to add multiple products to deals via CSV import? Our ability to slice and dice this data and upsell customers based on previous…
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add a deal with automations and avoid duplicate deals at the same time
Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from…
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remove or fix the "Your account was under review." system when using campaign module !!
During our last campaign, 700 emails were not sent because Pipedrive flagged our campaign for "review". Although the campaign was approved the next day, the 700 emails were still NOT sent ! We had NO WAY to identify which emails were not sent. After speaking with support, our request was escalated to the developers, and we…
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Automatic counter in deal custom fields
Hello community! I would like to post a message asking for help. Despite my research, I haven't been able to find a solution. I am looking for a generated digital automatic counter for business on the model (year + digital counter) example Case X: 240001 Case XD: 240002 XRDX case: 240003 …. I can't seem to find any…
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Norweigan mobile number - sms and call
Want to buy one Norwegian mobile number and use it for the following in Pipedrive: 1. Send and receive sms (from within pipedrive) 2. Make and receive calls (from within pipedrive) Anyone who knows how to solve this? Have been in contact with several apps/third-party without anyone that can offer both sms and call for one…
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Missing and Disappearing Activities
Saw that another user reported this same issue 2022 and engineers were working on issue. We are having same issues. Activity ICON shows we have 7 but when we click in contact card there is activity is not showing.
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Control over Pipedrive Email Sending Windows
Would be very helpful to have a feature in Pipedrive's Email Sync that allows users to have control over the window from which emails can be sent in Pipedrive. For example, we have reps that work later in the evening that would appreciate the ability to draft emails and have them send the following morning, or avoid…
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Can I create an automation for when tracked emails are read a certain number of times?
I'd like to create an automation to send a follow-up email after an initial outreach email has been opened three to four times. Is this possible? If so, can I get pointed to an artical or video that can explain how to do so? Thanks, in advance.
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Emails created by automation link to closed deals
We work a lot with closed deals. These deals have automations based off different activities including sending emails. I've only just discovered that these emails don't get linked to any deals that aren't set as "Open". Ideally, these emails should always still be linked to the deal that the automation was triggered from!
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Recommendations on best use of Leads vs Deals
Hi everyone, I'd love your input on the following question please. 🙏 Thank you in advance! When using Pipedrive, is it best practice to enter all enquiries a business receives initially as a New Lead so that the conversion of leads to deals can be tracked? Or if a hot lead comes in, is it okay to enter it directly as a…
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Insights Activity Progression
Hi Community, I'm wondering if anyone can help with a report I'm trying to create. A PD user has multiple Activity Types (Call 1, Call 2, Call 3 etc) and are looking to create reports to show how many Call 1's resulted in Call 2's / How many Call 2's resulted in Call 3's etc. An alternative way to look at it could be of…
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Automations & Calendar Notifications
I strongly suggest that Pipedrive can make possible to automatically send and email to the invited contact of a calendar entry when it's concluded, since it's only possible to send to its creator or the contact associated with the deal.
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Ability to filter emails within projects
One feature that makes a difference is being able to link emails to projects/deals and access them all within projects or deals. However, once the email is linked to the project, it becomes very difficult to find it within the project, so I think it would be interesting if we could filter the emails linked to projects by…
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Pipedrive Campaigns vs. Third Party Solution
Hello fellow Pipedrivers, I am trying to decide which way to go, for a totally new list. Piepdrive Campaigns or something like MailChimp? This will be a list that might, at tops, reach five digits, but it's special interest, there will never be millions on it. Pipedrive Campaigns seems to be the natural solution, as it…
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Percentage % custom field
Be able to creat a custom field as percentage and not only value as today.
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Total Clicks Incorrectly Labelled as Unique
I would like to know the no. of unique clicks on each link. However in Link Performance section in Email Campaigns, clicks on each links are stated to be unique clicks & % of unique clicks, but this is not the case. It is stated that multiple links received over 300 unique clicks - but they're actually total as it exceeds…
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New: API usage dashboard 🚀
Happy Monday, community! You can now track your company’s API usage over time directly from the Company Settings page: Admin users have access to an API usage graph showing the number of requests over the past 30 days Detailed breakdown shows up to 10 applications with the most requests and 10 users with the most requests.…
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sms in activity list
Is there a way to have text messages sent via the app to show up in the activity list for a prospect?
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Translation mistake in the pt-BR language
Hello, community, I noticed a translation error on the user's updates screen, as highlighted in the image below: The word "adicionoou" is misspelled. The correct form should be "adicionou," with just one letter "o." Hope it helps!
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Reply All not working
I used to have Reply All as an option. Now I don't. Has anyone else encountered this problem? I'm getting AI-written messages from Pipedrive support that are not helpful.
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Emailing files attached to leads or deals
I cant figure out how to email a file from the crm. I can attach files to leads/deals but whenever I try to send those files it wont let me. any suggestion would be appreciated.
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Ability to attach PDFs to campaign emails
Hello, Pipedrivers! I am requesting the ability to attach PDFs to campaign emails. (Short and sweet request.) Thank you, keep up the excellent work. ✨
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What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
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Deal visibility in Pipeline view for deals I follow
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal. Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
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Cannot Delete Custom Fields
Hello, I created a few custom fields for deals. I later decided i no longer need some of them. I have deleted them, and they no longer appear on the custom fields settings. However, the fields and their data are still appearing on my insights reports. Before deleting them, they were appearing as duplicates in my reports,…
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Pipedrive Contact Enrichment: A simple 10-Step Guide
Discover how to automate Pipedrive contact enrichment using Clay.com. This 10-step guide shows you how to boost your CRM's value effortlessly. Tool used: Clay.com (affiliate link: sign up to receive 3,000 credits worth $229 when you upgrade)
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Duplicate deal date change
Hi, If anyone encountered this issue and found a work around I'd be happy to hear it. The situation is as follows - I made an automation that created a duplicate deal when I mark and existing deal as Won. I need the duplicate deal's expected close date to be set to a year from the original "Expected close date", but the…
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What is the easiest way to merge the data from 2 pipedrive accounts?
We have two separate Pipedrive accounts that we would like to unite, what is the easiest way to do this?
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Ability to set company's own fiscal year and quarters needed
Currently Pipedrive sets quarters in sync with the calendar year ONLY and we can circumvent that by adding custom dates to everything, but the ability to set your fiscal year in Pipedrive and have your quarters be reflected would be a huge feature upgrade!