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Edit Phone and Email Types
It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email. Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails…
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Proper branching (if/else/elseif) in workflow automation
Currently, it is only possible to have one condition and the next step only triggers if that condition is met. Which makes workflow automation design super tedious: clone workflow, change the statement, clone again, change the statement again and so forth. Since it's also not possible to use dynamic values, we just abandon…
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Mass export files from Pipedrive
I wanted to check the options to mass export all the files from Pipedrive and store them on a drive. When I export files in Pipedrive the export file contains the download link and this is a manual process as I have to use each link to download the files one by one which is time-consuming.
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Product notes API Key
Hello, I understand the yellow field is called product notes. Where can I find this data field in pipedrive? Can I get the API key for that field? I need this field to match with my accounting tool for invoicing. Thank you!
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Address input on Deals
Newbie question. Where can I save the physical address location for existing deals?
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Extraflow - A New App for Pipedrive to Create Estimates, Quotes, and Proposals
Hi Pipedrive Community! Are you looking to streamline your quoting, estimating, and proposal processes directly within Pipedrive? Look no further! Introducing Extraflow, the ultimate solution designed to integrate seamlessly with Pipedrive and enhance your workflow. Key Features of Extraflow: Seamless Integration with…
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Change email to unthreaded from conversation view
Currently Pipedrive merges unrelated e-mails to one thread and I cannot separate them anyhow. This is confusing and heavily disturbing. I miss all the data in one deal and have e-mails from totally unrelated deals in the other one. What a mess. Please make this optional. I'm sure I'm not alone with this problem.
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Relationship of notes left in Project
With the current specifications, the memos left in the Project are not linked to the people, organizations, or transactions associated with the Project. It takes a lot of time to check, so I would like you to update it so that it is linked.
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Please put the 'does not contain' filter back.
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
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Sales Force lead integration
Hello, Is it possible to automatically import raw lead data into Pipe Drive from Sales Force software?
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Duplicating filtered views, columns and column widths
hi there, we have found that a filtered views by sales person in the list view of the deal pipeline is a really great way for us to review both individually and with a larger group how people are doing. Our issue is that there doesn’t seem to be a way to copy what columns appear and the order and the width from one filter…
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Forecast vs. Actual
Hello, Is it possible for Pipedrive to provide Forecast vs. Actual sales data? If not, is there a way to connect Pipedrive to Excel or Google Sheets?
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XERO native integration
Very disappointed to just discover Xero can no longer be integrated on pipedrive. This was one of the main reasons for considering Pipedrive when I was looking for a CRM in the summer. My whole business and accountant uses xero so I'm not sure this will be a viable option moving forward. What a shame. So many limitations…
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Templates for notes
Often our team is having the same intro calls with multiple leads. We always want to gather the same data points and guide the conversation in the same way. Data fields are more difficult to update live and the format can be limiting. It would be ideal to have templates (like the Sales inbox) for notes so that the team…
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Typeform Pipedrive integration First Name Last Name
Hi, I have the typeform pipedrive integration setting up and working well apart from one issue. On Typeform the contact details has separate entries for first name and last name. When setting up the integration and selecting where typeform data populates in pipedrive, pipedrive's option say 'add new customer name' with no…
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[API] Specify a Source channel when adding a deal
Hey, I'm stuck with what I think a very simple problem. I can't seem to find how to add a deal, using the API, and specify its Source Channel. However, the Lead API seems to have that property. So I could add a lead with a Source Channel, but then, there is no way to convert that lead to a deal through the API.…
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Reports showing all users for a non-admin
I need to create reports for a non-admin where they can see all the deals / activities. At the moment they can only see their own. How do I change this access?
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Labels in Pipedrive and Sheet integration by Zapier
Hey guys, hope you're all doing well! I'm having a bit of trouble integrating Pipedrive's deals list with Sheets using Zapier. The trigger event is "Deal Matching Filter," and the action event is "Create Multiple Spreadsheet Rows" (one for each of the deal's products). The issue is that Zapier isn't pulling the products…
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Pipeline stages and deals won
When we win a deal and press won, it disappears from open deals and into won deals. Is it possible to keep the won deals in open deals even after pressing won?
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Billing Export
Good day, We recently upgraded to the advanced license because we want to use PD for more than just pipeline management. I’d like to start using the CRM and export billing data from PD to process it in a different billing system. However, when exporting to Excel, all products within a case are combined into a single line,…
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Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
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Filter Web Visitor results by city or key word
We have found that the Web Visitor add on while interesting, has many limitations. Including not being able to export that data to a spreadsheet, and not being able to filter by city. We want to look at key states and cities in the US specifically, and instead we have to search through hundreds of entries that aren't…
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New: Source of the Deal / Lead
Hi there, Pipedrivers! Soon, you'll have more valuable insights into the origin of your deals and leads directly inside Pipedrive. What: The new Source field structure shows you where your Deals and Leads originated. You can use this information to better understand the ROI of your sales and marketing channels, such as…
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Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
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Why not add Sales velocity to the dashboard?
Tested in 2021/2 but did not meet the requirements, but it is one of the key metrics for sales managers in a VUCA-world. So without insight into velocity it is hard to steer, speed up or track progress.
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Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
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Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…
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Merging duplicates on importing data - adding labels
When I import data and set the records to merge on duplication, it always replaces the labels that are already entered with new labels rather than adding to it. Is there a way around this? When manually merging contacts, it keeps both labels rather than replacing. thanks
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Customers do not pay
Hi, Any idea of how to manage customers does not pay invoices? and how to make the follow?? it is any option in pipedrive? Thanks