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Automation stop trigger @ reply-email in a campaign
When using a campaign to attract leads to become a prospect customer it would be great if the campaign could be stopped when a leads/prospects starts to reply to the emails. If a campaign would continue after the lead/prospects replies as she/he is interested or convinced, any more emails could harm the fragile…
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GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…
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Variations for Products in Products detailed view -> Deals tab
Hello, It would be very useful to have the option to add the Variation of a specific product (when available) as a column on the Products detailed view -> Deals tab. This would be very useful in inventory forecasts for those using product variations. In our use case, we need to click on each deal to see what variation was…
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Email sequence after initial lead creation
Hi, I can't figure out how to do this, but I'm sure there must be a way?!.. I have an email template that I'd like to slightly customise per lead when in a manual way (cannot be automated). I'd like to add the lead, send a slightly customised template, and then keep following up until the person responds, at which point…
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Linking e-mails to open deals, not won.
Regularly I have to link received mail messages (through the BCC option) to deals, however 99% of the time Pipedrive suggests I link them with "Won" deals and not open deals. It also seems to pick old deals first. It seems more logical that it would suggest open deals or at least the most recent ones, not won (and closed)…
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Automate Data Input from Documents to Pipedrive
Hi, Just seeking advice. We have documents and files that we receive from clients. These are critical info that needs to be in Pipedrive. We are looking for possible apps/integrations to enhance our workflow efficiency and reduce manual tasks in handling client documents within Pipedrive. Specifically, we aim to automate…
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I would love if we can organize / reorder our Lead Labels (just like we can with our Contact Labels)
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Again: Email-Threading - Urgent!
Again and begging on my knees Please for God's sake give us the option to disable email-threading or at least give me as an admin the possibilt to disconnect emails from user manually. I lost several hours a week to call my colleagues and tell them that they have a fuck up in their email threads and they must disconnect…
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Filter Activities by Pipeline
Hi I have 4 Pipelines. In Activities I want to be able to filter the tasks/activities by each of the 4 pipeline easily & quickly. It does not appear obvious or possible on how to do this. I would have thought this would have been automatic. How do I implement this via a quick setting / button? thank you
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Looking for a way to integrate Google Ads and Pipedrive in order to use conversion value bidding
The current situation is my client uses Pipedrive to manually record leads and deals. We're looking to move this along to be fully automated from their website forms. I believe that currently, they are using some kind of WordPress form. My understanding is that in order to build the connection required in Zapier, we'd need…
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Wrong e-mail link - easier way to correct
It is quite common to get an e-mail linked on the wrong deal. The only way possible to turn the e-mail to the correct deal is going to your income box, searching for the e-mail, and than, on the right side of the screen, link the e-mail to the correct deal. This takes TOO MUCH TIME. It would be awesome if you could on the…
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Restrict view of specific custom field to specific users
We have different teams working in pipedrive. Not all teams should be able to view all of the information about an organization. We were planning to add extra information about each organization to pipedrive using custom fields but some of this information is highly sensitive and must not be shared with all users.…
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Has anyone integrated PipeDrive with Big Commerce?
What does it accomplish for you? How did you do it?
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eSignatures and eWitnessing
The eSignature feature is great within PD, however we require eWitness signatures also. DocuSign does offer this feature but it obviously requires that extra add-on just for that single feature. Are there any plans to upgrade the eSignature feature?
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Security feature request
It's great that PD has some level of two factor security but receiving an email everyday to login is feeling painful. Is that just me or does everyone have to do that? Does it not store a cookie for 30 days or similar? I've been using a password manager for a decade which can very ably do OTP right in my workflow. That…
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Products detail view feedback/ ideas
It would be helpful to... Have the ability to create groups as we can in the deal details. (group together sales order information separately from vendor invoicing information, group product specifications together such as sizes and weights and shipping codes) Have the ability to hide, move or group Pipedrive Default…
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Real estate template
Is there a real estate template I can copy or gain inspiration from? I know I can figure it out as I go but I thought it would save me time by having a real estate template and then customize it based on my own processes and requirements.
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Group organisation contact details in one place
I'm finding it frustrating that I'm not currently able to group an organisation's contact details in one place. I want the phone number, address, email and website in one field group. At the moment address appears in Summary and there does not appear to be an override to that. (Screenshot is our customer demo account) Note…
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A new entity? Brand?
I have been a Pipedrive user for more than 10 years, and I have always asked myself the following: Considering that there are many companies (I would say the majority) that manage brands (either their own or as a representative...e.g. Nestlé) or entire categories (e.g. department stores) And there are more and more people…
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"Pro tip: You can now A/B test your templates" < how do this actually work?
Hi there, based on that pro tip, if I have an email template that gets sent via an automation, if I change that template and save as a new version does that mean the automation will use either version of the template and effectively A/B test that? Or am I being way too hopeful?! If not, are there any known tricks in…
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Embedding PD Calendar to a website
Hi There - how do we embed our pipedrive calendar into a website? Many thanks in advance.
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Automation Email Alerts from a Shared Mailbox
We have a number of email alerts set up via Workflow Automation, but they are all currently under my own account. These are internal emails to notify leadership of won deals, and I would really like to be able to have these sent from a shared mailbox. What options or ideas does anybody have about how to set this up? Our…
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API: When did a project moved to a specific phase?
Hi, I would like to know when a project moved to a specific phase, using the API. Thanks
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RTL languages for lead booster web forms
Hi. I've been waiting quite a long time to see lead booster web forms support RTL languages (Arabic/Hebrew). I'm sure such an improvement would benefit many users.
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Immediate notification when an Activity is assigned
Hi all, Is there a way to get immediate email notification for each time a new activity is assigned? I can get the Email summaries once a day, but I want an email for each activity assigned to me and I'd like it to arrive right away instead of waiting for the scheduled daily scheduled email time. Is this possible? Thank you
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How can I trigger a wflow when an activity is overdue?
It seems workflows can only be triggered on create/update/delete of entities (Leads, Organizations, Deals, Activities...), but they cannot be triggered by other events. Since the event of an activity becoming overdue is not caused by a change in the activity, but by a change in the time, it seems there is no way to trigger…
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tl;dv Integration - How to troubleshoot?
Are there others successfully using tl;dv integration? Did it "just work"? As I can't see what's happening behind the scenes, I'm not sure if it's a tl;dv issue, or PipeDrive issue. My setup says it's correct, and I've verified i've got a contact with the same email, but don't see tl;dv notes being generated. Thanks!
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How can I integrate a web program with pipedrive.
I want to integrate pipedrive to another logistics web application. This is so that I can generate the shipping guides and automate the process.
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Pictures in Leads
It´d be great to include in to the Leads new the possibility of including pictures. In some cases, when you use the Phone App, you find places o advertising, references, etc, that are important to crear a Lead.
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My leads don't have marketing consent even though they are opting in
Hi There, My incoming leads (from web forms) are not coming in as having 'marketing consent' even though they are checking the 'opt-in' check box in the form. How can I fix?