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API `v1/recents` returns unexpected results
API: https://api.pipedrive.com/v1/recents?limit=2&start=2&since_timestamp=2024-03-27%2014%3A16%3A00&items=person' This API returning same item in different pages. I have 22 items in Person list. Here are results for query params: since_timestamp = 2024-01-01 00:00:00, items = person For start = 0, limit = 2, it returns…
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Why does the Track Email Opening randomly turn itself off?
Hi, I use Track Email Opening (the little eye at the bottom of a new email) to see if anyone is interacting with me emails. A few times now, the track email opening has switched itself off. Has this happened to anyone else? Is this a known issue? Why? Really annoying as I've lost an entire days worth of tracking now. KR…
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Project activities' dates
Hello, We have noticed that when you set a project start date, and you add activities to it, the dates of those activities don't change when you modify the project date. We would also like to be able to postpone all the activities at once when we change a date on a prior activity. Thank you !
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Deals, Activities & Future Calendar Meetings?
Hi all, I've got a question on how best to track next steps in Pipedrive. TL:DR: if I've got a future meeting already on my google calendar with a contact linked to a deal, how can that be noted/linked? Detail: I've got a deal. The deal has one contact. The email for the contact is properly defined. I've got a meeting in…
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I need to be able to see Current Subscription End Dates
Hi There. We have hundreds of subscription deals active at any one time. I need to be able to see Current Subscription End Dates so that we can plan in renewals activity eg. Sales Calls, Mid-Contract Meetings etc. Please could someone explain how I can do this?
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New in Insights: More data soon available for report tables
Starting from the beginning of March, you will be able to select more data for your report table list views. What has changed? By navigating to the report table view and by selecting the gear icon next to the table, you will be able to also select: For Leads report tables, can add contact person, organization, deal fields;…
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Microsoft Teams No Channels in Automation
Hi all Didn't find an answer on the Internet I want to make automation for Microsoft Teams I connected it, everything was successful, the application is also in the work area But when I go into automation, it says that there are no channels available Maybe someone knows how to fix this?
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Automatically fill a organization description
Is there a feature or function that will automatically add certain organization information in Pipedrive? I had this feature in Hubspot and thought I had read it could be done here, but I haven't been able to source the location within the support or community. Thank you
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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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Geolocating and automatic address completions
Hello community! We have hundreds of active customers that we market to. Addresses are critically important to us as sales agents. We find ourselves fighting the automatic completion of addresses as we are typing them. Then we save them and the suggested version saves instead of the version that we need. Does anyone have…
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How Can I Automatically Create an iCloud Contact When I Create a PipeDrive Contact?
I want to automatically create iCloud contact when I create PipeDrive contact. In other words, I want to keep my iCloud contacts in sync with my PipeDrive contacts. If possible, I'd like this to be two-way, so if I change something in one app, it automatically changes it in the other. What's the best way to do this?
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How to create a report counting those emails not sent from Pipedrive?
Our users use Google Mail and don't want to generate emails from inside PipeDrive as they interact with more than prospects. They use the bcc to capture emails which they send from Gmail. These emails appear in pipedrive with an email icon. When we run an activity report, they are not counted as emails. It appears only…
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What would be the disadvantage of making one pipeline per service (about 2 to 5) ?
What would be the disadvantage of making one pipeline per service (about 3 to 5) ? Our business offer mostly 2 services. I am wondering the benefits and disadvantage of making one pipeline for each.
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How does Pipedrive determine duplicates during Import?
When importing person data, how does Pipedrive identify duplicates? I tried an import including Pipedrive Person ID, but it doesn't recognize ID as a field that can be imported (doesn't automatically map field and it doesn't list as an available field in the right-hand side...see screenshot). The use case was (1) extract…
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Adding ability to make organisations and people historic without deleting them
Hello! We have noticed that there is currently no function to make an organisation or people contact historic. You either delete them from Pipedrive or have to leave them as a contact. If we delete them from Pipedrive, we lose their associated data, emails, history etc. The same as if a business is no longer trading…
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Deal Renaming Automation
I am trying to setup an automation to add the Organization name to the end of the existing title. What algorithm do I use please?
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How to send automatically an email when I move deal's stage manually ?
Hello, I would like to send automatically an email when I move a deal manually from "To Contact" → "Call later" Thanks
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Creating a filter to show only blank email AND phone fields.
I've tried several variations on the filters with no success. I don't see a "blank" or "Null" or similar operator. What I need to do is bulk-delete all of the contacts that have blank email AND blank phone (name-only contacts are not useful to me).
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Email composer creates unprofessional, nearly unusable email threads after a few replies
It would be great if this could be changed because otherwise we can't use the email composer to reply to emails, because this looks really unprofessional and is painful for us and our customers to read through. And having our team bounce back and forth between PD and Outlook is going to waste a lot of time. Example after…
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Automate SmartDocs
I'm working with a client that also has a M365 environment. I've created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com next step is that ALL documents related to that customer are stored in that specific Client Environment and when a customer signs a document…
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Lead List Links
Hello! We are relying more and more on the Leads Inbox and running reports off this inbox for lead metrics. When I create a filter of Leads, I am not able to copy the URL and bookmark it for checking on this list "report" in the future. This exists for Orgs, Deals, and People. Could linkable filters be added to Leads, too?
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Notifications of new lead assignment?
When I create a new lead and assign it to another team member, how can I have him receive a notification of the new lead? He has all 3 notifications enabled @ Personal preferences > Notifications > Deal and contact update emails * Updates about deals I follow * Updates about organizations I follow * Updates about people I…
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Admins Should be Able to Adjust Linked Emails
As admins, we want to be able to adjust which Contact or Lead/Deal an Email is linked to. Either due to automatic linking (which we dislike and ask all Users to turn off), or through mistakes, there are often irrelevant emails linked to Deals. Admins need to be able to adjust these, but we are currently not able to do so.
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Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
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Download invoice copy
This discussion was created from comments split from: Pipedrive live chat support "Chat with us" .
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How to send an email every time a deal gets created?
We use deals as leads, so everytime someone fills out a form on our website, it automatically creates a deal and assigns it to someone. How can I give this person an email each time this happens so they are notified? I had an automation setup so that every time a deal is created, it sends an email from my email to the deal…
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NEXT STEPS are refreshing to original after page refresh.
yup. when making a change on "next steps" our changes are not saving. all of us are global ADMIN
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Dashboard for Closable Business
I would like to create a Dasboard to follow up on Closable Business and set also monthly targets to create this closable business (or in other words converts your pipeline into higher sales stages). Closable business is business that comes into a Stage 5 (Negotiation phase) of the Sales Journey. I can create this view in…
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Microsoft Excel Integration in Documents tab
We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path: Deal>>Documents>>Create New then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:…
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Produtos com desconto do custo
Responsáveis do Pipedrive , tem 2 coisas que somos carentes quanto ao programa pipedrive. 1- Aparecimento dos produtos no APP , esse campo nao existe. 2- Ter um campo de custo do produto, pois quando geramos um negocio, colocamos o valor do negocio, mas nao tem um campo de desconto do custo do produto...somente o campo de…