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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:
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Automation Workflow For Lead Qualification
I am trying to automate lead qualification by creating a custom field "lifecycle stage" All i want is to create an automation that helps me with auto change of field "lifecycle stage" once the user signs up on the platform. Tried doing this but its not working, any one has tried this before ?
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Formulated fields automatically updating after products changed/deal value changed
Currently Formula values are automatically calculated and updated when Deal fields included in the formula are edited. However, if the formula uses deal value and your deal value is made up of products this does not work.
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Automatically notify the team about received emails
Hello there, [Feature Request], [Email Notification] People following a deal, a contact, or a company should be able to receive email notifications when an email is received by one of the teammates. At the moment, received (and 'shared') emails are only attached to a deal/contact/company but the rest of the team is not…
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[CLOSED] Your Feedback Needed – Linking Emails to Entities
UPDATE: We've reached our capacity and registration is now closed. Thank you for your interest! —— Hello 👋 Helena here from the Product Team at Pipedrive. We would like to invite you to the Product Innovation Sessions at Pipedrive, taking place on June 17–19. These sessions offer a unique opportunity for you to directly…
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Store user phone number in user profile and create token for user Phone Number
My organization passes PipeDrive tokens to PandaDoc templates to generate sales proposals. Every time we create a proposal, we have to manually enter my phone number on the cover page. I should have the option of storing my phone number in my PipeDrive user profile. The value of that entry should be a token like…
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Functions in Automation
General math functions (date and numeric add/substract/multiply/divide) and mapping of data from other fields (like using tokens in emails) would make automation way more useful. Without them, workflow automation tool in pipedrive is super basic and requires make and zapier for anything more complicated than sending out an…
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New: Combine data across entities in Insights reports đź“Š
Hello community! The ability to create reports combining data from different entities is rolling out to all companies. Here’s what you can do: Add contact person, organization and deal fields into a leads report Add contact person and organization fields into a deals report Add deal, lead, contact person and organization…
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Searching deals for the value of a *specific* custom_field
I would like to search deals using the API by the value of a *specific* custom field. I know can add 'custom_fields' in the 'field' parameter, but I don't want to find in ANY custom_field, but specifically in one. Any hints?
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How do I link the activity of a person within a company to show as activity for that lead/organizati
Any advice how to link activities from a person within a company to the company itself? When I go to my leads inbox it looks like there is no activity connected to my leads, but when I click on the person I've been in contact with within that organization all the activity is logged. This makes it challenging to know which…
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Change free/busy default
Is there a way i can change the free/busy default to be set to "busy" instead" instead of "free" when i add or schedule a new activity please
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My business is growing, how can I get in touch with a Pipedrive's sales/support people?
Hello everyone. I'm already a user and I want to ask some doubts specific to my business's needs. I've been trying to contact Pipedrive's sales team by emaling them (also AI chat) but couldn't find a good answer so I can decide to proceed buying a better plan. So basically I would like to find where should I head to get…
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Stopping automated emails to deleted leads
Good day How do I make sure that Leads that have been cancelled / deleted and or moved to another deal stage do not receive the automated emails? I have deleted leads, however, the leads contact person keep receiving the automated emails? Please advise? Regards John
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How to report webform submissions?
We have written several Books. Webforms within pipedrive make it easy for us make the books available. And I love that notes are generated to document who downloaded what. Is there a way to create a summary report that shows which ebooks are the most popular? Or a detailed report of who downloaded each ebook?
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New to Pipedrive - still learning
How do I change the setting in Pipedrive so my completed calls are not recorded and filling up my calendar? I watched so many video's but can't remember where to find that setting. Appreciate the community support
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export deals' information, including products
the actual situation to export your deals' information, including products has two options: 1- go to Tools and apps, export data, products added to deal and export excel file: in this scenario you get details of products quantities but there is no possibility to amend or choose which data you want to export in this report,…
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Global search function - AND multiple words, and respect quote marks if used
I'm using the global search to find emails. I'm looking in Outlook and I can see the subject of the email was "Re: (EXTERNAL) SoW for design and build of website" And I want to find that email. So I type sow for design I am shown results that match sow. design. for. I would expect the search to prioritise the emails with…