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How to Track Discount Trends?
Hello. I am trying to track metrics such as, average discount, which reps are giving the most / least discount, etc. Unfortunately, I don't see a way to display the "Discount" field in Deals or Insights. Any ideas, please? Thanks!
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Creates notes via workflow automation
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
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Feature Request: Ability to exclude Calendar items marked as Private
We use Calendly which allows clients to schedule available time on my work calendar however, there are times when I have a personal appointment during the work day that needs to be on my work calendar but not synched to Pipedrive. Having the ability to exclude calendar items marked as Private would solve this problem.…
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Workflow Automation - Add a note to record
Currently there is no way for workflow automation to add a note to the record. Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search. It seems this ability to automatically add a note would have other uses also. This is loosely…
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Add Notes for Workflow Automation
Would be great to be able to create new notes via the workflow automation :)
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Ajouter balise GTM aux formulaires
Bonjour, Je souhaite installer une balise Google Tag Manager sur la soumission de mes formulaires intégrés Pipedrive. Sauriez-vous me dire comment ? J'utilise Webflow pour mon site web. Merci d'avance !
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JustCall SMS Automations
Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
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Email Labels in Timeline and related Improvements
Not so long ago, labelling was added to Emails. For example, you can add the label "offer." However, these only shows in the email box, not on the deal or contact level, which means you do not see it unless you created it. Also, you cannot just scan down a deal and quickly see this label. --- In addition to the above, I…
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Did pipedrive changed recently its SAML integration?
Hello We are an IDP vendor with support for pipedrive for a while, and recently we see that our SAML Response is not accepted anymore by pipedrive Is there any change in the SAML requirement? The KB is empty on any technical informations regarding the SAML Response requirements.
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Do you know how to generate custom ID number for each offers?
I'd like to generate an ID number for each offer and inclement it. It should be like ID which u inclement / date I already made it in "Zapier" but there are some problems when u generate two offers in the same time. I'm using Google Sheets as my database and I'm saving all ID's there.
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Keap to Pipedrive - Tags for email automations how to?
Hello, we are commiting to migrating from KEAP to Pipedrive but our biggest stumbling block is how to transfer over all of our Keap tags that we use to trigger automated email journeys etc into PipeDrive. What is the best solution here and would they be classed as labels in PD? I have failed using CSV and also some sample…
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Pipedrive Deal not showing emails linked to the deal
I have several deals in Pipedrive, for which colleagues and I transfer emails into Pipedrive with the deal-specific BCC email. Now, opening this deal gives me of course the option to filter by entry type. For emails, it shows me the total number of emails linked to this deal, but does not show all linked emails to all team…
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show time in pipeline stage on deal card
I have a pipeline set up and are able to see the time the deal has spent in each stage in the deal deatail view. However, in the deal overview board, I would also like to see the number of days the deal has spent in the current pipeline stage. Is there a way to add this info to the card in the overview?
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Introducing Projects API in public BETA
What is new? We’re launching three new API resources with a range of endpoints to help you modify the data around the Projects feature space, allowing integrations and automations to join in on providing solutions in the project and task management problem space. The endpoints are tied with the Projects add-on which has to…
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Google Docs integration
When selecting to create a new document, PD opens a new tab, I see a Google login briefly with a spinning ribbon and then back to PD. It only started doing this a few weeks ago but it's very annoying. I have tried logging in and out of Google Drive and Google and disconnecting and reconnecting it to PD but nothing changes.…
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Be Careful When Trying a Higher Plan with a Trial !!!
Never use the upgrade option for a trial of a higher plan. The Pipedrive support and sales teams deceive customers. I could not downgrade from the higher trial back to my previously paid yearly plan. I had to pay extra costs when the higher plan trial did not solve my issue, despite sending multiple feedbacks about why it…
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When I create an AutoFill template, the Word file gets messed up.
As said in the title, I have a Word file which is normal, with some graphs and texts etc. And when I try to create a template from it, it just converts to s***. How can I fix this?
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Email tracking insights
Pipedrive is so powerful with the automations… the one area that is lacking is the email tracking analytic insights . I'd love to be able to have a report of email opens and clicks so I can make data-driven decisions. I don't think this exists. Right now, I can only see analytics by each individual email and it's great…
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When Bulk Importing New People, option to SKIP existing entries
Currently when we attempt to bulk import, Pipedrive gives the option to Merge or Create a duplicate entry if the person already exists in the system. I would like the option to simply SKIP importing the person if they already exist. Pretty please? Thank you!
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New Privacy & Security Trust center 🔐
Hello, Pipedrivers! We are letting you know that our new Privacy and Security Trust center page is live now: What is a Trust center? Trust centers are one-stop information hubs about business practices, regulations, and guidelines concerning security, privacy, openness, and compliance. These webpages allow companies to…
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Bulk Edit Multi Option Field
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
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Add to Drop Down Menu?
Hello. I've spent hours on this simple task, very frustrating! Please see image. I am building up a pick list of "lead sources". I simply want my standard users to be able to add new lead sources when entering a lead or deal, not just pick from the ones we have (without going into the admin settings, of course). This is…
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e-mail drafts
When I write e-mails in my usual e-mail programs, drafts are saved while I write. If there is an interruption there is usually a draft to open and continue writing in. Pipedrive's app seems to work differently. For a whole hour I wrote an email to a contact. When I pressed "Send" the app froze and I had to restart the…
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Product group / Sub-product group - a new feature for items that include different items.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
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How to Use itemSearch for Multiple Options Custom Fields?
I’m trying to use the itemSearch to get all companies with a custom field of the "multiple options" type, but the request is returning no results. How can I search for companies that have a specific option set in a custom field of the "multiple options" type? For example, the custom field name is "category" and it has two…
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Email template - Default list order
Email templates are cool. Creating a new template is easy. Moving a new template to the top of the template list lets me apply more quickly to the type of work I'm focused on at the time. Seems to me like that would be a common scenario. Saving new templates to the top of the list by default so that one doesn't have to…
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Couldn't connect the email account
This discussion was created from comments split from: How to activate email connection? .
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Skip Automation when skipping a stage
Hi there, I got the following problem: I've stage 1, 2, 3 When I move a deal to one of the stages an activitiy is created by an automation. Now if a deal skips for example stage 2, I don't want the activity from stage 2 to be created. how can I do this? Cheers, giniii
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Is there a good way to attach multiple files using the mobile app?
We are in the real estate business. We take a lot of pictures at our properties (deals). Managing all the pictures after the fact is confusing at best. When attaching a picture to a deal, we are able to select only one picture at a time. Is there a workaround to this? So we can select a bunch of files at one time? And/or…
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Recover Deleted Deal
Anyone know how to recover a deleted deal?