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Improve the contact adding popup
There are many ways to make this popup more aesthetic and user-friendly. Proposal: Make the window wider. Make text areas where a lot of text can be entered (TextArea) taller and automatically expand when long text is inputted. Don't show all fields at once. Add a 'Show more' link. Group fields by type (for example, social…
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Request to improve scalability of contact and deal fields
The current interface does not support scalability. Have you tried dragging the last column to the beginning of the list? Here's an example of how it is perfectly done in another CRM: Contacts: Deals
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Disabling double-opt in
I am trying to send my newsletter out to all my Pipedrive Leads that have an email address. They are all subscribed under marketing preferences. But the double opt i n in blocking the contacts pulling through. Can I disable this or do we have to first send them all an email to opt in? Hope not.
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Request to add basic contact fields: Job Title, Website, LinkedIn
Please add the following contact fields: Job Title, Website, LinkedIn by default.
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How to change contacts with Bounced status
Hi Everyone, So, for the past month about 600 contacts have been soft and hard bouncing emails from my organization. This has happened to the point where those 600 names have been relegated to the "Bounced" marketing status. Since then, we have authenticated our domain on Pipedrive and cleaned up our list of spamtraps and…
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Table support in email
It would be helpful and much appreciated if eventually Pipedrive users would be able to create tables within the body of their emails. Even being able to retain the table format when copy and pasting from Word or Excel would be great!
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Track email open rates
Would be REALLY cool if I could pull a report that shows: what my open rate is in GENERAL for my emails what the open rate is for each TEMPLATE that I use Can you relate? Upvote if yes!
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Email campaigns "limited'?
Hi… This is somewhat surprising…and we’ve been unable to connect with support online…and then we discovered a PD Community thread here (seems to have been closed?)… So…having read the thread, we're a little confused… Background: 3+ years with PD, 83,000 contacts - multiple workflows/automations, some of which have Campaign…
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Separate email conversations being merged together
I have multiple deals for the same customers. I have noticed sometimes that Pipedrive will merge separate email conversations together that is for 2 completely different projects. It is odd because these are new messages with new subject lines. This same behavior is not happening in my email clients. Has anyone else had…
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How can I import sales data?
I just started using Pipedrive and would like to import a large amount of historical sales data from Quickbooks so that I can see each transaction and previous purchases by customer in Pipedrive. How can I do this?
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Automated e-mail after deal = won + delay time + specific product?
Hi, Since our company sells notebooks with a refill system, I'd like to create an automated workflow where WON deals that purchased a specific product get an e-mail after 1 year. The workflow automation doesn't seem to have an option to filter on product type or category. Any tips on how I could set this up? Thanks! Olivia
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Request: Automate Linking of Lead/Deal field "Source Channel" from custom field "Contact Source"
Hi Pipedrive Community, I would like to suggest a feature to improve our workflow. Currently, we can't automate setting the "Source Channel" of a Lead or Deal from a Person's custom field. (we created one called "Contact Source"). This would save a lot of manual work and improve efficiency. Customer support confirmed this…
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Google Workspace/Google Chat
Are there any plans to add Google Chat as an alternative to Slack now that Salesforce has bought them?
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Emailing in the Mobile app
We would like to be able to use other mails than Icloud and Gmail in the mobile app. Is there a workaround for this?
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New: Enhanced email labels functionality ✉️
Happy Friyay community! We’re happy to announce the rollout of two significant updates to our email labels functionality! We analyzed lots of valuable feedback from all of you regarding the email inbox, and we’re confident this will enhance the overall user experience. Add email labels from the email list view: You can now…
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Custom Fields (Org & Person) In Zapier
How do I get Custom Field information for Organizations and People out of Pipedrive and into Zapier. The Pipedrive-Zapier integration does not look to these Custom Fields. So I need to use the API. But it is not clear how to do this. Does someone have experience with this that could help me out?
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Sorry if this a repeat- Can someone advice a Newby on a dialer for Pipedrive?
I am new to Pipedrive.. A lot to learn. We use a cloud based VOIP system called Fonial in Germany and it is pretty good. I am looking how to integrate it into Pipedrive if at all possible. I would prefer to continue using Fonial as we have many desk phones connected to it. Fonial does not unfortunately have their own…
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Address field not found by Google Maps
I have a problem.. When I import organizations Pipedrive takes my address fields and combines them into a single field. This is fine as the original data fields are still available. The data is combined as follows: Street/City/Zip/Country In Germany and most of Europe it should be: Street/Zip/City/Country Here's the…
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Filter by Stage in Insights
Hello… I need to create a report where it only shows the Lead Prospects or any other stage after that. I can only show one stage in "Leads", all the other stages have "Leads", "Leads Prospects", etc. For example, I need to show in the report only the second-to-last stage, but what it shows in the report is all the stages…
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Pipedrive vs. Third Party Email Campaign Solutions
Hello fellow Pipedrivers, For building a relatively small list (five digits max), what are your experiences with Pipedrive's own Campaign offer? What are the pros and cons from your perspective? Does Pipedrive's Campaign tool use your own Google account? Did I get that right? Surprises me, I would have thought that there…
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Can somebody help me create a simple report please?
It seems like chat doesn't work on saturdays. I want to export the contacts of my open deals to a spreadsheet with their name and email address so that I can import them into my constant contact database. I don't see any option to create a custom report. When I hit the + it leads to a place that doesn't do what I want. See…
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How do I filter lost deals that has previously been won?
Hi there I have a problem that I cannot find deals that has been marked lost that was previously won. Case: I have a whole sale coffee company. I have won a deal and mark it as won. After some time the customer decides to stop buying for my company. Then I will mark the deal lost. Question. Where can I find all deals that…
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Custom Fields - Complex IF formulas
I am looking to move our sales CRM to Pipedrive. Our deals are usually home loans, and we require a custom field to calculate loan repayments over a period of time. The repayments are also dependant on loan repayment frequency (weekly, fortnightly, half-monthly & monthly). Is there a way to set up a custom IF formula to…
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Deal matching filter automation
Hi, How can i run an automation when a deal is matching the filter i set up? As far as i understand, Zapier is the only tool offer it.. Can we achieve that in make com? or in the Pipedrive's internal automations? Thank you
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Importing creates Deals.. I am not adding a deal field.. why, how?
I am trying to import 25,000 named individuals and around 15,000 companies. Everything works fine. Companies are created in Pipedrive and the individual people are added to those companies and it looks great. But for each company and person a new "Deal" is created automatically. I do not want this. I am importing from a…
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How Can I Automate this Deal Stage change?
Hi! I'm trying to have an automation that will update the deal stage and move it to the next stage once that deal's activities are marked as done - currently have my instant condition set as "deal activities to do count has changed to deal activities done count" and it has to be in the stage prior to the one I'm trying to…
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Email all Deal Participants?
Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
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Is there any way to make it mandatory to provide a reason when a deal moves in the pipeline?
Basically what the title says. I needed to make a way that when I move a deal into another step of the pipeline I have to provide a reason to why it happened. Can pipedrive do that?
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Shared Calendar
Having a number of employees it would increase proficiency if we had the ability to have a shared calendar option at differing team levels.
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Is email tracking working as expected ?
Hi All, I just came across few clients, complaining they haven't received the email, though I have received the email tracker notification that email is viewed. Is it working as expected or is there any issue ? Thank you so much.