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Get Early Access to Multiple Email Sync 💌
Dear community! I’m excited to share that you’re now able to sync more than one email account in Pipedrive! This feature is currently in Beta and is available to a limited set of users and you can get early access to it! 🚀 Here’s how multiple email sync will benefit your sales processes. Eliminate manual hassle.No more…
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Company Information
After you add a company, where do you add company information? such as a link from their website and about their daily activities
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Sales Inbox - Collapsible Quoted Text
The current "Sales Inbox" always displays full quoted text in email threads. This clutters the interface and makes it difficult to quickly find relevant information. Please add the default feature to automatically collapse quoted text, similar to Gmail or Outlook. This would greatly improve readability and streamline…
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Combining deal fields and person fields in the same automation
I've noticed the automations Pipedrive provide can't combine those. For instance, once you put the Trigger: 'Deal created' you can only use Conditions from deals. I'd like to create a custom automated workflow depending on the 'Country of residence' of the linked person of the deal. 'Country of residence' is a Person…
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Google drive location for files
I have abit of a weird one and I'm not sure where to find the settings. I have the Google Drive App installed and am having some odd things occur Deals when i go to upload a file I see the option to upload from my computer or Google Drive - these files are then saved in a folder in My Drive called Pipedrive (Business Name)…
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Add custom fields data to notes with automated task
Hi there, I am setting up an automation flow (order form) where colleagues can create a task which will add text to the activity's note. It is important to ensure my collegues add the correct information, therefor I made a custom field mandatory for them to fill in. Now I want to add the information from the custom field…
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Change person for call logging
In the person's page, call logs are automatically entered because of our phone integration. However, there seems to be no way to modify to whom the call is associated with. If an organisation has multiple people, that all call you from the company's main phone number, the call logs get association to anyone of the people,…
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Dynamic Fields in Hyperlinks
I set up an automation to populate a data field in a deal with a hyperlink. The hyperlink contains the organization name. It seemed to be working smoothly until I created an organization with a name that includes a space, like "Medical Therapeutics". Whenever there is a space in the organization name, Pipedrive will…
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Best Practices for B2C Specialty Trade Contractors
Really trying to figure out how to make PipeDrive work for our business. We are contractors who do work for homeowners. We rarely do work for companies. Our clients have home addresses and all our work revolves around that address. I see how I can add a custom field and make it required for both People and Deals. There are…
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Suggestions for improving tag Features
Hello Pipedrive Team, As a daily user of Pipedrive, I’ve noticed a few areas that could benefit from improvement and wanted to share my thoughts with you. First, regarding the tags in the lead box: when adding a tag by typing, for example, "cold...," the system suggests the tags we've created, such as "cold prospect,"…
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Need Write-Only API for the form submission
I am trying to connect my Webflow website's contact form to pipedrive but I am unable to fine Write-Only API for the form submission. Can any one help me with this?
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New enquiry follow up automation
I'm trying to create an automation to follow up new enquiries until they book a call. On enquiry, they receive an email with a link to book a call through our 3rd party app (this step is working). I'd like to wait a day before a Task is created for the admin team to check if that call has been booked (I cannot get this…
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Is it possible to customize a new meeting note to come with pre-defined terms?
Hi, there! I would like to know if it is possible to customize a meeting note to come with some pre-defined terms every time I create an activity of this type. Every time we do a type of activity we have to include some topics in the notes. It would be nice to be able to leave these topics in the note every time we create…
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MONTHLY CALENDAR VIEW
I don't understand why Pipedrive refuses to include a monthly calendar view like outlook has. This has been a topic for at least three years based on what I have seen. The response was always, "I'll pass it on to our team". What I would like to know is what the team has been doing for the past three plus years?? Pipedrive…
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Moving custom fields from Organisation to Deal
Hi All! Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level? I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected? Thank you!
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New: Automations webhook requests
Hey Pipedrivers 👋 We’re beginning to gradually release automated webhooks, expecting to reach all regions by the end of April 2024. What does it do? The webhook action in Automations allows you to connect Pipedrive with external tools and apps by sending information to specific endpoints. Unlike regular webhooks, you can…
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New: Make smarter decisions, write better emails and be more efficient with Pipedrive AI
Excited to streamline your sales process with AI? Check out our new AI tools to take the manual work out of sales, simplify communication and effortlessly close more deals: AI-powered Sales Assistant Effortlessly identify patterns of success, get pointers on what to do next, which deals are likely to close and when to…
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Automations: Access to custom fields of linked objects
In automations, it is not possible to get the value of a "custom field" that belongs to the linked object. For example: Object DEAL has linked objects like: ORGANIZATION (deal organization), PERSON (deal contact), PROJECT etc. - i.e. objects with the option to create a custom fields on them. On these object we are using…
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Can the Job Title be displayed along with the person's name in the Linked People section in the Org?
Can the Job Title be displayed along with the person's name in the Linked People section in the Organization's detail view sidebar? If we add a note in the name like in the screenshot, that note shows up in proposals, so we'd like to see the Job Title appear next to the name in the People section of the Organization.
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I need help
I am using PipeDrive as my main contact and CRM. I receive leads from 3 sources. I must input these leads manually from the other sources. We would like to develop a flow, pattern of staying in touch without overlapping of follow up, also want to make sure our timing is accurate and on top of the mark. Once we connect with…
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LinkedIn integration or interface
Hi, are there any plans to have an interface/ integration between LinkedIN / Linked In Sales Navigator and Pipedrive? This really is missing.
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LinkedIn Integration
Hi Pipedrive team. I'd love to integrate my LinkedIn so that Pipedrive registers connections and messages as interaction. Is this something that is available?
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Pipedrive & Linkedin?
Is it possible to connect Pipedrive with Linkedin?
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Stage change graph
As I have observed, there are charts that track the stage changes of certain deals over a specified period. These charts only record the number of deals entering each stage at a given moment, but I am unable to automatically see from which stage these deals originated. I consider this functionality crucial to analyse…
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Sending Emails to Pipedrive
I've got a business development user who has been including Pipedrive on emails to clients regarding deals and such. Recently, he started getting bounce backs on some emails that had attachments. Exchange provided the following information in the bounce back email notification: The specific error is: 550 5.0.350 Remote…
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Job Cards
Hey :) Can we create job cards on the Pipedrive app? or even an editable pdf document?
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Notes have gone
Why can I not see any of the notes I have added all of a sudden! It was great for a while and now then do not show anywhere even new ones I have just added.
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Integrate your Pipedrive CRM into Outlook, Gmail, LinkedIn, WhatsApp, and Telegram
Hey Pipedrive community! To save valuable time and avoid mistakes, you should have your Pipedrive CRM where you communicate with your customers. That's why we developed the Pipedrive integration SaySync, which provides your CRM directly next to your Outlook and Gmail emails and LinkedIn, WhatsApp, and Telegram chats. Try…
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Reporting: Combine pipeline stages
We use pipedrive to manage stages of the sales process, and we have multiple pipelines depending on region, and each pipeline has exactly the same stages (i.e. stage names). How do I combine the values of stages from the different pipelines? The best I have been able to do is create a table and split it by pipeline, but I…
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Merged: Shared inbox for sales@ or admin@
This discussion has been merged.