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Automation Required? Last Activity Date not Updating After Emailing a Lead
I am emailing leads from the application and the "Last Activity Date" is not updating when the email is sent. Does this require automation? If so, How do I automate this? Its confusing.
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Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
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Automation for Stale Contacts?
I have certain contacts that I want to follow up with that will not have deals associated. I'd like to be able to automate the creation of an activity so that I am periodically tasked with following up with contacts. Can this automation be created? If a specific example helps - I'm going to have contacts that have a Label…
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Webhook Action in Workflow Automation
So the new workflow automation is really awesome! it would be really helpful if we could have it trigger a webhook action as well.
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Just found that Projects lack of webhooks support!
I discovered Projects last week and seemed to be a perfect solution for our use case but I've just found that Projects lack of webhooks support. What's the ETA of this feature?
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Webhook triggering only on a specific field change
Hello all, Is it possible to have a webhook which triggers only on a specific field change? I've tried with Zapier, Make/Integromat and n8n, but as the webhook triggers on any update on any deal, it quickly uses all my credits in Zapier/make/n8n The first step in my automation is to check if the specific field I'm…
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Deal value not achieved, how to record this
If a deal does not achieve the potential target, what can I do to ensure that insights picks this up and does not count the "potential" value, but does count the actual value. I would prefer to not alter the Deal potential value to the actual value as this would conceal the loss in projected income. We do not use PD for…
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How to create a workflow automation when a product is removed
I'm trying to track when a Deal Organization rejects a Product from the proposal we receive and our team removes the Product. Is there a way to create a workflow automation whenever a product is removed from a deal in Pipedrive? Criteria: -Deal is created. -Deal Organization receives Document. -Product is removed from…
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Documentation: missing filter project_id for notes endpoint
Hi! I've found the project_id query string filter is missing in the Notes endpoint documentation
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Make officially possible to update variations by API
Hello, There is no endpoint to update variation by the API (). It's only possible to get a product with its variations. To mass update yours prices in our more than 15000 products, it's complicated... Is it possible to add endpoint to make it possible ? Have a nice day 😉, Ségolène
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Readiness to Buy (1-10) - AI
I have recently tried out the new AI chat summary function, this is really impressive and I can see some really strong use cases for this outside of the email summary itself. Specifically, the "Readiness to Buy" score. This score seems to be really accurate and I could see this being a useful tool for businesses with a…
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Attaching Products
It has been identified there are two different prompts when adding Products to Deals. In the first prompt, you are adding a deal using the pop up box. The button to attach products in the pop up is clicked and the line item data field appears, however you have to start type at least first 3 characters of the product name…
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Add a List view option to All templates screen in Smart Docs
Please add a List view option to the ‘All templates’ screen for Smart Docs. Many of our templates start a with standard prefix and the (only available) 'masonry' view truncates nearly all template names. This makes it difficult for our users to ascertain which template they want to use each time, and requires them to open…
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How many Pipedrive users are in Lithuania?
We are thinking of releasing app integration with Pipedrive, but before doing that it would be great to understand Pipedrive's potential in certain countries. Maybe anyone have any number of how many users are in Lithuania?
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Response time
My business revolves around creating leads via ad forms, so speed in contacting them is crucial. I would love to track the time it takes (on average) between the creation of a deal until the first stage change occurs to evaluate the speed of my callcenter workers. The first step I took was to implement a custom field that…
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Adding project template to existing projects
Hello - how do I add a new project template to existing projects?
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Lost Reasons by Stages
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
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Projects due dates linked to last activities completion, not from the start of the project
Now in projects, you can create a template where you have different activities and project tasks. The issue here is the due dates: You can only set the predetermined due dates from the start of the project. The issue here is that if you have to wait for your customer (or some third party) to respond / to do something, your…
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How do I create a field for state specific leads?
I am trying to filter my leads by state/province, taken from there address. I can do it easily in organizations as it is one of the fields to select from. That being said, in leads I can only do the address. I can do the country in leads which is taken from the address though so I am quite confused.
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Customize UI with custom buttons
I'm a long time user of pipedrive, including heavy customization through API and webhooks. One feature that I'd love to have is creating custom buttons to organization, person and deal UI. Clicking such button will call external URL, run automation, send mail etc.
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How to integrate multiple pipelines efficiently?
Dear Pipedrivers, my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well. There is one major issue, that I just couldn't work out so far, though: Efficiently…
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Why are internal email addresses being excluded from filters?
Hi all, We've recently become aware that our internal staff email addresses aren't receiving our Insights eDM, which we send bi-monthly. We've confirmed that our organisation within Pipedrive fits the criteria required for our send filter, but for some reason they're still not being included in the filter - which they…
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Email template formatting when copy and pasting text into email templates
Email formatting issues for the recipient when copy and pasting text into email templates. We have been through issues recently with copy and pasted content (pasted as plain text) into Email Template, which appears correct in the Template, but the recipient in either email provider Gmail or Outlook (whether browser or app)…
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Adding Activities For Multiple Contacts at Once
is there any way to have them put in a feature where I can select multiple contacts and add an activity for all of them at once? I spend a lot of time just going back and forth between screens so I can add contacts to an activity list for a day. Seems like a quick and easy feature that could be added that would make this…
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I want to create a report to show email address for sent emails opened and/or links clicked
Hi Community. I want to create a report to show email addresses for sent emails opened and/or links clicked. I can create a report that shows and ID for opened emails and clicked links, but I cant see how to show an email address as an option. What we are trying to do is create a follow-up option based on a rule of opened…
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Ability to Organize Filters with folders and/or tags
Currently if you have a lot of different filters to sort through your deals and activities, it can be hard to find the one you want. There's no way to hide filters that are not relevant to what you're trying to do. They're just sorted alphabetically in a long list. So you have to scroll through a long list. Some of my…
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How can I import an excel in which organisations have multiple people?
How can I import an excel in which organisations have multiple people? For example organisation X has person 1, person 2 and person 3. How do I map this excel to import it? Right now I can only figure out how to map 1 person. But I cannot map the other people. Please help!
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How well equipped is Pipedrive for large and frequent email campaigns?
How well equipped is Pipedrive for large and frquent email campaigns? What is the cost for multi million email marketing campaigns on a monthly basis?
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Can i set up a automatic monthly email pipeline?
I would like to send monthly emails to existing customers (newsletter type of the product they have), my knowledge of the platform cannot quite get over the last hurdle. The best way i have thought of so far is to create a pipeline with each stage being a month (Jan,Feb,march) so on. Then automating a Jan email to be sent…
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Import feature Intercom > Pipedrive
It would be great if we could import data Import from Intercom > Pipedrive in one-click with 2import.