-
Integration of webforms and scheduling
It would be neat to see an integration between webforms and scheduling. I currently have a lead fill out a form on my site and then redirect them to a 3rd party scheduler so that they can view my team members calendars. From here they can book an appointment, but they have to fill in their info twice. It would be great for…
-
ERROR Message from my Automation: Invalid Data
Hi Community, i am trying to figure out, what this Message means and how i can fix this error. unfortunately i do not get any information where exactly the error comes from. i create a new deal in a stage in my pipeline. i get the data from my woocommerce shop with my make.com automation. i create a person, an organisation…
-
Deal View - Show Label Text and Hide Yellow Caution Symbol
Hi PipeDrive team, A request for UI options please. For the Deals view: We don't use PipeDrive for task/next step tracking. As such, every deal has a yellow ⚠️ caution/warning symbol on the overall view. Would be nice to have an option to not display this icon! We do use labels however to track nuance around why a deal may…
-
How to set DKIM, SPF and DMARC
When authorising your email domain in Pipedrive, that delivers you the DKIM records only. Although DKIM is nowadays the standard, a missing spf record can still cause delivery issues. The spf record is set in the TXT section of your DNA record: your-domain.com „v=spf include:spf.pipedrive.com ~all“ You can add further spf…
-
Suggestion for Automation: send message with the sold product to Slack
I have a suggestion for development: With automations we send messages to Slack when a deal is won. I only also want to add the sold product in this message. Unfortunately the only option now is the value of the deal and not the product that was sold. Would be great if this can be added 😀
-
Function: printing labels
Buenos días, El año pasado y el anterior pregunté si podemos tener esta función en Pipedrive. Por aquel entonces, me contestaron que no existía de momento esa función. Les escribo de nuevo por si la hubieran implementado este año, ya que para nosotros sería una herramienta o función muy necesaria para nuestro trabajo.…
-
Linking to a QNAP to store documents etc.. Is this possible?
We have several QNAPs (a make of NAS) and it would be great to be able to get to the documents and to link to them from within Pipedrive. Rather than using Google Drive or One Drive. Any ideas?
-
Preventing Activities from creating Calendar entries
I have a lot of activities (20,000) that I want to upload to Pipedrive. I want them attached to companies and deals, but I do NOT want them to appear in my calander as this will synchronize with my google and business calendar.. which are linked to other people etc etc, How can I create activities that do not synchronize?
-
Our company has multiple labels within a lead and we want to send a bulk email to all, how??
Our company has multiple labels because many clients fit within or share categories. When I go to send a bulk email or email marketing email via Pipedrive, it deletes any lead that does not share the same criteria. I.E. if I have a lead that has the labels: "open house", "community", "hot lead" it will show 0 leads if I…
-
How do you color code different activities/events in the calendar?
How do you color code different activities/events in the calendar?
-
Is there a way to automate moving a large number of deals from one pipeline to another?
We're cleaning up our Sales Funnel, and I'd like to break one Pipeline into two. I need to move the deals from one to the other. Is this possible in Pipedrive or Zapier? I can see how to move deals from one stage to another within one Pipeline.
-
Project related reports
Hello everyone, I have been using the new Projects feature for some time. In this context, of course, I would like to make project-related evaluations in the dashboard. So I have created three additional user-defined fields for the projects: Total value, Order value and Residual value. I would like to display these values…
-
Automations webhook are not available for non-admin users
If the users trying to trigger the "Automated Webhook" are non-admin users, they can't benefit from the feature. All users in my account should be able to trigger an automation that includes a webhook action. (if TRIGGERED BY ANY USER is checked) For example, this action can help them enrich data from external providers.…
-
Rolling Reports
Hello All, Is there any way of making a rolling report? Each financial year we have to set up a new reports on insights that is exactly the same as the previous year but with the new dates. There is currently options to choose dates like : Is there any way of adding an option for financial year as a drop down? Any help or…
-
"Expected close date" missing in email templates
Hi, I've just found that "Expected close date" is not available as the 'insertable fields' in email templates. Is this a bug or I'm missing something? Thanks
-
Product table to Documents
I am facing an issue, where I use product table to generate offer for customers. Under the product table system is subtotaling rows, but I think it is doing it not as expected. One Time fees Subtotals are correct But period or recurring subtotals is just gives the same list as in table just without product. In my opinion…
-
Web form spam submissions
We are getting a lot of spam web form submissions with the Pipedrive web forms we have on our website. This ruins our conversion tracking and wastes our team's time sorting through and deleting them. Anyone know how we can fix this?
-
Lack of Goal Customizations - as of July 2024
In general, creating goal reports is very restrictive but I just want to focus on one point due to urgency: We are trying to create a weekly goal based on number of calls. This goes well until we need to go back and record a call made last week that we forgot to record or didn't have time to record. However, if we record…
-
Automation chain cancel
in PD I noticed that you can achieve a lot with automations and a bit of creativity, although the automations are very limited here. We currently have an automation that sends out chain emails, those are being sent with some days of waiting in between. We want to make it so if we manually send an email to one of the email…
-
Email deal participants
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
-
ZoomInfo imports to Pipedrive (integrated process)
Hi Team, I often use our ZoomInfo (ZI) platform to identify our business leads. This tool is integrated with Pipedrive (PD), exports my contacts to our PD account. However, once I select the export from ZI system to PD, I am not sure where they are held for further details to add. Help please.
-
Toggle for HTML or Plain Text format on notes against deals. Or allow export for notes in HTML.
Pipedrive default is to have notes entered in HTML format. This allows for dot-points, weblinks, mailto links etc and is beneficial for some situations. In our situation it does not serve us, as when we export a report on activities for the team's reference, the formatting/links scramble and can make the entry unreadable.…
-
Global Setup - Contacts
Every organisation will need to setup their CRM in their own way, collecting the contact data they need. That is a pointless feature if every users account needs to be setup individually from scratch. The Deals page can be controlled globally with setup, why can't the Contacts view? Having set up the data I wanted entered…
-
No limit on days for date trigger automation
Hello! Our users get certified every two years. This means I would love an email to go out two years after their last training session offering the opportunity to come back for a renewal session. Unfortunately I'm limited in how many days I can ask for. Could this be set to a max of 999 for example (instead of 180)?
-
The 2023/24 State of Sales and Marketing report is here!
Did you know that as many as 76% of sales and marketing professionals think AI will support them? And that professionals who work additional hours are 10% less likely to reach their sales target? Download the free report here These are some of the Insights you’ll find on our 2023/24 State of Sales report! From AI to remote…
-
How to stop automated email sequence after deal is marked as WON
Hi there! I have set up some email automation sequences, but now I need to know how to stop sending these automated e-mails when I mark deal as "WON". I can't find any way to solve this. Either Deal Status or Stage filters doesn't seem to stop sending these automated emails and now my customers are getting emails that they…
-
How can I stop automations?
I have deleted an automation but all contacts who were in this phase continue to receive automations. How is this possible and how can I stop it? Please help! Thank you.
-
Smartsheet to Pipedrive and also can use zapier
I'm looking for a way to automatically transfer new row data from Smartsheet to Pipedrive in order to send out specific campaigns to individual contacts. Each contact in Pipedrive has a unique ID and organization number. We want to reference these numbers in Smartsheet, so when the data is transferred to Pipedrive, we'll…
-
Revenue forecast for tiered royalty model
Hi everybody! I’d like to input the following for each deal: - Royalty prices depending on volume steps - Yearly projected production numbers —> Then it should automatically calculate the revenue projection for the coming years. Example royalty scheme (volume steps): 1-100k production volume: 5€ 100k-200k production…
-
Feature requests for Campaigns
I'm in the trial of campaigns and noticed serveral things: * There's no option for new contacts to subscribe themselves to our newsletter. E.g. a way to collect information of a new subsriber that I can put on our website. * That request mails for double opt-in are only available in English. When will the localized version…