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"Show on Map" Feature for the Dashboard
Any talk of being able to add a map report to the insights dashboard? Would be awesome to have the existing Google map of all deals (total, current, won, lost, etc.) that you could drop on the main dashboard and have a quick view of all deal activity. I feel like this should be easy since all of the Google map integration…
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Dropbox Integration
A native integration with Dropbox would be extremely helpful. I feel like Dropbox is the most widely used cloud storage among companies and would benefit a large number of your customers. Please consider this!
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Automation
I am new to pipedrive and currently on a free trial to see if it will suit my needs. Once automation I am trying to set up is: when i add a new organization to pipedrive to set a reminder task to "onboard" that new organization. It seems like I can do this with a person but not an organization. Any advice would be great!
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Merge Tags - Deals
In an ideal world, you would be able to select merge tags for fields within a deal as well. In my case, I build out milestone templates for the mortgage process, and it would be incredibly helpful if I could automatically pull data in from the client's loan (deal) to populated in these automated email campaigns.
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Issue with Duplicate Emails in Automated Email Sequence
. I've set up an automation to send follow-up emails to clients, bu the email is sent three times instead of just once. The setup appears correct and should only trigger one send per activation. Has anyone else experienced a similar problem or could suggest what to check or how to fix this? Any help or advice would be…
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How to manage custom fields between Lead/deal & Person
Hi! I'm encountering a challenge where certain fields, such as address, are identical in both leads and customers. My current process involves asking for the address during the initial contact to ensure I can deliver our service effectively. However, once a sale is made, I also need the customer's address. The issue arises…
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Pipedrive API leads custom fields or hidden fields in web to lead forms
We want that whenever a lead form is submitted on our website, we are able to get UTM values in Lead as hidden fields. We tried following: 1. Lead booster web forms are not an option because they do not have hidden fields through which I can send UTM values to track lead source. 2. We tried Contact Form 7 and Advanced…
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Fillable Forms
Hello! Looking to start using the documents feature. Currently we have used Dropbox Sign to send our main forms to our clients. The forms are essentially a fillable pdf (many boxes to fill with some of their personal information that we wouldn't get earlier in the process). I'd love to be able to keep everything working in…
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Unselecting filters
Hi, Would it be possible to implement a feature that allows a filter to be deselected? At the moment the work around, as advised by the help team, is to select 'Everyone' to reset the details but this doesn't seem very logical to me. I would like to be able to select a filter, look at the data, then deselect. Looking…
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Request for Daily Billing Option in CRM for Rental Businesses 📅
Hello Pipedriver's ✌️ We are very pleased with the many new features Pipedrive has introduced. However, we have a specific request that we believe would be a game-changer for us and many other companies in the rental industry. Currently, we bill our clients on a daily or monthly rate basis. Unfortunately, the existing CRM…
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Fix Email Thread!
Hi Pipedrivers, I am Posting this to get to see if we can get a reaction out of Pipedrive Developers to fix the EMAIL THREAD. I would for them to give us an option to use the design they have now (I know some may like it) or to be able to select a different email style. I want the latest email communication at the top then…
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Admin & commercial
Hello, is it possible to create an admin account and a user for commerce by only paying a subscription? Because I would like to have control and visibility over the account but a salesperson who is not the admin role?
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Better Email functionality needed
Love many aspects of Pipedrive however I feel the email interface need to be improved. As sending and receiving email is one of the most important features in a CRM the thread of email conversation need to be looked at and improved. I would love to use the email client inside Pipedrive exclusively but the thread of a long…
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How do I assign a default pipeline?
I have 4-5 active pipelines for different purposes. How do I designate one of them as my default pipeline, so that 'deals' always opens in this pipeline?
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New: Possibility to delete deactivated users
In the user management feature, under the deactivated users tab, it is now possible to permanently delete deactivated users. What exactly has changed? It is possible (after user has been deactivated) to delete the user entirely from the account. This means, the user's personal information (name, email, profile picture,…
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Sync of contacts to Mailchimp
Can I define the fields of contacts that are synced with Mailchimp? I specifically want to use labels for contacts and want them to be synced to Mailchimp to be able to filter for them in Mailchimp.
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Otter.ai
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
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Transferring Information from the organization to the deal using automation
Hi, Does anyone have any idea, My sales team is set up within Sub teams, but there is also at pooled resource that writes business for all of the other teams. So I am trying to report deal statistics by two fields, The deal owner, which is simple The organization owner which seems not to be. The reason for this is that the…
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PRODUCTS - Billing Frequency is missing FORTNIGHTLY
All our marketing products are billed FORTNIGHTLY. Currently, products dont seem to have frequency of FORTNIGHTYL - only weekly or monthly. Please can we get this fixed up asap? I would love to use the MRR/ARR reporting features but currently we cannot as we cant set up our products correctly Screenshot below of products→…
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Contact Export - Column for each phone type (Work, Mobile, Etc)
Currently the export just shows multiple phone numbers for a single contact in the same column with commas between. There is no way to see if it's a "Work" or a "Mobile" number. It would be ideal to have a column for each phone number type. That means you can not import multiple phone numbers from a spreadsheet and have…
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Microsoft Teams Phone system integrated to Pipedrive?
We use MS Teams for both collaboration and as our phone system. Can I configure teams as the default calling app?
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Project Task Notes, Emails, and Documents
While this may sound like 3 ideas and I guess technically it is, certain tasks should really be the "container" for information that could easily get lost among a large amount of communication via notes, emails, and documents. If you could populate notes for specific tasks or add the ability to comment that would enable…
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Frequency limits error disappeared but automation incomplete
My automation was stopped due to frequency limits - and I saw the error. I understand that we triggered the campaign via a 'bulk edit' which caused the error. However now it has been a few weeks and I cannot see any 'stopped' executions in my automations history or any indication that we had hit frequency limits. The…
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Webform not displaying correctly on squarespace
Our webform has stopped displaying correctly on Squarespace - it only shows two fields. You can tab to the other fields but there is no submit. Is anyone else having these issues or does anyone have suggestions for a fix?
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Tagging leads
We want to create a list of leads from a subset group in our current leads. Then we want to create a sequence to message them. So we will need to tag or label those leads. It will be more than 100 leads so it is not really possible to do this manually. Can anyone think of a way I can do this effectively?
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First Name and Last Name
Hi, Is there a way to have two separate fields "First Name" and "Last Name" when adding a contact? As far as I can see, a single field "Name" pops up and later on Pipedrive splits it into first and last name. I would like to enter single and last name separately. This would help in some cases, especially when I only get a…
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"Log call as" feature defaults to an existing irrelevant activity
Hi all, We have come across an issue with the desktop call logging feature and I haven't yet found a way to modify it's behaviour. Has anyone else come across it and have a solution? Our scenario is as follows: From a Deal in the desktop browser. Person A initiates a call to their mobile using the standard Pipedrive call…
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How to make all (relevant) data fields are visible within a deal
Dear all, I have created the following datafield as custom fields I now would like to show all of them in a deal. That's why I marked "Lead/deal add view" with the relevant fields: However, when I click on a deal I still see this (so only a fraction of the data fields). Any thoughts on what I should change to get to see…
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Convert a lead to deal based on Email interaction
Hello, I am sending out first email to the leads to filter them out. I would like to convert the leads to deals depending on their interaction with the Email. For e.g. if they open or click anything in email it should be automatically converted. But to do so I didn't find any matching action in Automations. Please find the…
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What permissions do users need on the SharePoint side to access the Pipedrive ([Company]) folder?
We are creating permission groups in SharePoint for all the users that need access to the Pipedrive folder for Smart Docs. We want to keep the Pipedrive folder in our companies Internal SharePoint site, but we cannot determine what permissions the users need to see the files on the Pipedrive side. We created a read only…