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French language onboarding
Hi , I would like to know if someone speak french it is easier for me to understand
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New: Business card scanner for Android š±
Hi Pipedrivers! The latest update to the Pipedrive mobile app for Android includes the beta version of the new business card scanner feature. To use it, tap on the main ā+ā button and then tap on āContact scanner.ā Your deviceās camera will capture the card details automatically and allow you to convert them to a new lead.ā¦
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Editable double opt-in message
I would be useful to be able to either edit the double opt-in message or get the link for adding it to normal email. In my case the text (in Finnish) sounds funny and is not suitable for getting the confirmation. Just by editing few words it would be suitable. Currently it does not support the function.
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i want to do a mass email-how do i do it in Pipedrive?
i want to do a mass email-how do i do it in Pipedrive?
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Working from home? What's your favourite app for Time Tracking?
Working from home? What's your favourite app for Time Tracking?
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How do I add instructions to pipeline stages?
We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to some kind of description or instructions for pipeline stages (as an easy reminder). Is there an existing way to add information like that?
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Table/List View sorting feature
Feature Request: For Contacts, and other list view categories, it would be fantastic to be able to filter on screen using the column labels. The filter function is a bit cumbersome and complicated at times. I have to go through many steps just to filter the list for quick view and selection. Being able to filter by eachā¦
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Voice commands & AI question
Does anyone know if there is a feature within Pipedrive that interacts with AI so that you can use voice commands to update deals, notes and project management without spending hours at the computer manually inputting all the updates that happened throughout the day?
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Consultant Reccommendations
Hi, Ive been using pipedrive for a few years and we have a consultant thats coming up for renewal but want to do our due diligence and see who others are using. Please only suggest them if you love them and tell me what you like/why/at least one thing they did well. Thank you so much!
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Automation for new document creation with new deal stage
Hi, I have been using the documents function in PD to have document templates that I can create with PD data inserted. Is it possible though to automatically create one of the documents when a deal goes to a particular stage. I looked at the automations options, but it doesn't seem to include the option for an action ofā¦
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Adding more phone numbers in leads
Can you please have in the leads area a drop down to add more phone numbers not everyone looks at the Pipedrive un the deals tab.Ā It is frustrating not to be able to see and or add numbers in the leads area & or see them
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Hidden Fields in Web Forms to Capture Pre-defined Data
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining āhidden fieldsā on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web formā¦
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Merge fields in scheduler
Being able to use merge fields in scheduler invite to create meeting titles would be incredibly useful. the person booking the meeting (assist, SDR, etc.) may not the person taking the call creating more specific titles with out deal/org fields
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Webinar Q&A: Pipedrive AI for smarter, faster sales
Hello Pipedrivers! āļø Thank you to all the attendees who joined our webinar on Pipedrive AI for smarter, faster sales. We deeply appreciate your active participation and enthusiastic engagement throughout the webinar. For those who posed questions during the webinar, please take a moment to review the responses provided inā¦
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What software for landing page
Hello everyone, I would like to use a software to generate landing pages to connect to pipedrive via Outfunnel. I already use Elementor for the site, but I have seen that leadpages is also very good, what do you think, and what do you use for your leanding pages thanks for the answers regards
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Web forms Submit options_success page do not redirects
Hi. Can anyone help to understand this, as I presume, bug on the CRM's side? When you set in Submit Options inside the webforms - to redirect to another page, its not doing it. Page opens in the same iframe that form is in. And no redirection happens - url do not change. link to previous discussion where it clearly workedā¦
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pipedrive intƩgration to DIVI wp theme
Hello, I wanted to create a form with a button allowing our visitors to subscribe to our newsletter on the DIVI theme. However as you can see su rla capture pipedrive is missing from this list. Is there a way to integrate it or a dev in this direction in class?
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Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. Thisā¦
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Automation History Field for Deals/Contact
Currently automation history doesn't show for which deal/contact that automation is running making it so hard to find out which one to stop based on already taken action from automation. Like I am sending sequence emails to leads and wants to stop it once they respond or deal is won. It would be great if this featureā¦
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Web Forms to update customer information only (no new deals/leads)
Hi, In our site, we need to create a form to capture and update customer information that we need to save in PipeDrive. These customers already have leads/deals going on in PD, so we don't need to create new ones. All we need to do is to update their profiles. Is this possible with PD's web forms? If it is not, are thereā¦
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Sync with multiple calendars
We'd like to use Pipedrive's calendaring feature to replace Calendly, but can't until Pipedrive can sync with multiple calendars per user ā a business calendar and a personal calendar.
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Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?Ā
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New Outlook no longer has 'folders'...
For Contact sync, in Pipedrive you can select with all your contaacts, or a 'folder' subset. This made sense in the old outlooks, but the new outlook no longer has folders. The main way now is Categories (or tags). How, if possible, does one focus the contact sync when the folders option is no longer available. Pipedriveā¦
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Bug trying to reconnect pipedrive to Zapier
Hello, Since yesterday all my zapier linked to pipedrive are down. I successfully reconnected some of my pipedrive integrations, but since 11am I cannot reconnect them. Every time I have a "app not found" issue. Does someone have the situation? Thank you
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Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
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Sorting "LABELS" in "LEAD" view.
Need help. How can I sort the "label" options in the drop down menu in the leads view? I can sort the actual leads by the "label" column, but when i'm assigning labels to a new lead, the options are listed in the order you've added them, not alphabetically. Help please.
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Projects Tool - Available for Mobile?
Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.
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Bulk Adding Labels
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25ā¦
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Partnership with Zenchef
Hi ! We use Pipedrive to take care of our restaurants. We have a software called Zenchef, that we use to deal with table reservations. Pipedrive receives leads for events or privatisations only. However we would love to connect Zenchef to Pipedrive to sync our contacts database. Here is the person you have to contact toā¦
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Automations with Project - Activity Dates
would be great if you were able to build an automation off a project Date. it looks like you can do it for activity, deal, org or person. why are projects the bad step child of pipedrive? feels like it should still be free as none of the core functionality has been extended to proejcts.