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New Privacy & Security Trust center 🔐
Hello, Pipedrivers! We are letting you know that our new Privacy and Security Trust center page is live now: What is a Trust center? Trust centers are one-stop information hubs about business practices, regulations, and guidelines concerning security, privacy, openness, and compliance. These webpages allow companies to…
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Bulk Edit Multi Option Field
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
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Add to Drop Down Menu?
Hello. I've spent hours on this simple task, very frustrating! Please see image. I am building up a pick list of "lead sources". I simply want my standard users to be able to add new lead sources when entering a lead or deal, not just pick from the ones we have (without going into the admin settings, of course). This is…
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e-mail drafts
When I write e-mails in my usual e-mail programs, drafts are saved while I write. If there is an interruption there is usually a draft to open and continue writing in. Pipedrive's app seems to work differently. For a whole hour I wrote an email to a contact. When I pressed "Send" the app froze and I had to restart the…
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Product group / Sub-product group - a new feature for items that include different items.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
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How to Use itemSearch for Multiple Options Custom Fields?
I’m trying to use the itemSearch to get all companies with a custom field of the "multiple options" type, but the request is returning no results. How can I search for companies that have a specific option set in a custom field of the "multiple options" type? For example, the custom field name is "category" and it has two…
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Email template - Default list order
Email templates are cool. Creating a new template is easy. Moving a new template to the top of the template list lets me apply more quickly to the type of work I'm focused on at the time. Seems to me like that would be a common scenario. Saving new templates to the top of the list by default so that one doesn't have to…
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Couldn't connect the email account
This discussion was created from comments split from: How to activate email connection? .
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Skip Automation when skipping a stage
Hi there, I got the following problem: I've stage 1, 2, 3 When I move a deal to one of the stages an activitiy is created by an automation. Now if a deal skips for example stage 2, I don't want the activity from stage 2 to be created. how can I do this? Cheers, giniii
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Is there a good way to attach multiple files using the mobile app?
We are in the real estate business. We take a lot of pictures at our properties (deals). Managing all the pictures after the fact is confusing at best. When attaching a picture to a deal, we are able to select only one picture at a time. Is there a workaround to this? So we can select a bunch of files at one time? And/or…
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Recover Deleted Deal
Anyone know how to recover a deleted deal?
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Single option field UI
Hi, could you fix the UI for single option field when you have three options. I'm using Chrome on Mac.
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How to Integrate Pipedrive and Xero using Make
Every Pipedrive/Xero customer has differing requirements when it comes to the data that flows between the two systems. What triggers the data flow? Is it a batch process, or instantly for every change? What data is transferred? And in which direction? It’s almost impossible to find a direct integration that covers 100% of…
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Xero sunsetting
Why is Pipedrive ending it's Xero integration? Why is it giving such short notice? They are offering an alternative to link to Xero called "Make", another third party risk for your data. It has been an integral part of Pipedrive for me, and I am really quite annoyed at the way it can just be withdrawn without an apology.
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Outfunnel
Ciao a tutti, qualcuno di voi ha provato Outfunnel?
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Set date field via automation
To be able to easily track if/when an automation runs (among other uses), it would be good to be able to set a date field (custom date field in my case) to the <current date> via/during the execution of an automation.
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Fully automated thank you emails
I would like to have fully automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I…
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Emails going to SPAM
Hello, it's been some time since we used the Sales Documents feature due to emails going to spam. Could you please tell me it this has been fixed? Thank you
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Any suggestions for the best SMS/MMS/Call integration with PipeDrive for an Australian business?
Hi team, My clients want to integrate SMS/MMS/Calls within PipeDrive itself. The provider would need to allow for MMS within Australia (some don't). SMS/MMS: A chat interface within PipeDrive to see conversational threads with customers that include the SMS/MMS history in one place. or, an external interface that handles…
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Please allow us to sort the Kanban view
As I understand it from this post, the Kanban columns are auto-sorted by activity. But that creates a problem for me that ultimately wastes my time and energy. Too often, I'm waiting for events to happen over a few days - as a result, it's impossible to remember 'last activity' - and I spend an inordinate amount of time…
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Trial
How do I cnacel my trial
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Changelog for phone calls triggered by mobile app without an activity
Current Situation: Currently, we often call customers without creating an activity, which complicates tracking for the realization team. However, it is crucial to track that someone made a call to the customer. Requirement: We need a changelog in the customer details that records calls made via the button in the mobile…
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Is there a reason CSV exports from Insights don't match selected fields?
I'm trying to export lost deals to summarize differently than in the dashboard. I've selected fields like "Lost Time" and they're visible in the dashboard. When I export to CSV those fields disappear and I get other fields I didn't ask for. Why?? So painful.
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New: Expand all items inside a deal or contact
Hello Pipedrivers! We’re releasing a small but often-requested feature: users can expand (or collapse) all detail view items in one click. What: Expand all stacks, notes and files in one click. It works per user and entity, meaning it’s separate for deals and contacts, and each user controls their expand settings. When:…
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Duration-related automations should be able to exceed 90 days
I think you should be able to set it to more than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase without having to set up five different automations.
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Automation: Send email if the previous email was not opened.
I would like to send a follow-up email if the contact person has not opened my promotional email. In this way, a contact that has been created can be contacted again automatically and we can directly achieve a higher overall reach in the first step of acquisition by achieving more openings in the initial contact.
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Outcome for Phone calls
Hello, since we use an integration to log calls directly in pipedrive, it would be really cool to log the outcome of the call, i.e. → picked up → picked up, gatekeeper → mailbox → didn't pick up I think also with meetings it would be nice to change them to "no show", but for phone calls it would be a really basic and…
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Non-standard data fields in Power Automate
I have created a few automations in Power Automate which integrate with Pipedrive. I am finding the only dynamic fields available are the standard ones that are originally there on Pipedrive, not the data fields that our team added to our Pipedrive afterwards. Is there anyway to make Power Automate capable of pulling these…
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Focus Cursor when responding to an email
Please put the cursor in the response box when you respond to an email.
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Documentation truncated (Bug?)
This page seems to be cut short: