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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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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.
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Business Value Calculator with API
Hi there, I want to program a business value calculator that creates a new lead in Pipedrive via API by entering the gathered information into the Lead Tab of Pipedrive. Now there is a lot of miscellaneous information about how to achieve that. However, when I execute a test node.js file, it always tells me that OAuth 2…
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Contacts sorted by first letter of their Name instead of First Name
Contacts are currently sorted by the first letter of their first names if we use the list of letters on top of the list of contacts. It seems to me that it would be a good option to be able to sort our contacts by the first letter of their family names instead of the first letter of their first names. This way, every…
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Livechat only for admins?
i cannot use the livechat feature unless i'm a global admin. is this correct? No-one of my sales people can't see the livechat menu-item unless i set them global admins. To be clear: in the permission list they the option LIVECHAT is always enabled and the permissions are correctly assigned. I asked support but no answers…
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Email labels shared
Email labels can be created, edited and deleted by regular and admin users. They’re currently private and can’t be shared or seen by other users. This applies to each inbox at the moment. Can develop team look to giving the option when creating a label to select private or available to all users like you have the choice to…
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Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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how to fix blocked bouncing campaign emails.
for the past 2 weeks my email campaigns have been bouncing. appears as blocked bouncing. instead of going to 500 people it is going to 200.
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Coming soon in Insights: More data available in report filters
Hi from the Insights team, Wanted to give a heads up that we are currently in the release process of making more data available in your report filters. Earlier this year, we released the possibility to add cross-entity fields in table list views, now we will be adding the same fields in the report filters. Therefore, you…
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Message to the Community
UPDATE: We have updated the community's spam filter, and posting is once again available to all members. Spammers will not be tolerated and will be permanently banned. Dear Community members, On Monday, July 8, our Pipedrive Community was unfortunately targeted by spammers. While content filters are in place and your…
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Email Automation - Reply to Initial Email
Currently the email automation functionality allows you to conditionally send follow-up emails after an initial email but those follow-up emails are new emails each time. There are many use cases where they need to be replies to the thread rather than new emails.
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Make the pipeline more readable
Hi, 1. Please highlight headers with colors and show the number of deals. This will allow understanding the whole picture at a glance without searching for small text on a grey background. 2. Please redesign the table layout to be more modern, with colored tags and the ability to sort by closed deals. Thank you. Here're…
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Conditional formatting for custom fields
Show/hide fields based on the value/content in another field. This would avoid having to unnecessarily show blank fields on deals/organisations. Is this in your current development roadmap?
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Weighted value report
How can I do a Pipeline report with the combined weighted value of the deals?
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How to give someone permission to edit deals from a specified set of users
Hi, I have about 20 vendors/users in my pipedrive, who don't have permission to modify deals from other users. I want to grant permission to "vendor 3" to modify deals but only those from "vendor 7" and "vendor 12". Is there a way to allow that? Besides, vendors 3, 7 and 12 are in the same Pipedrive Team, i don't know if…
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No Recurring Activities is Unacceptable in a CRM
Pipedrive not having the ability to have recurring activities in a deal is completely unacceptable in a CRM. Users should be able to have multiple recurring activities in a deal. This is a core function of any CRM.
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Files vs Documents
Still learning how to make the most of Pipedrive. What is the difference between uploading a document under documents or files? They seem to be the same to me, so what am I missing?