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Products Area
The products area really needs allot of help ~ I love how the product integrates with Pandadoc's as our last CRM did as well. Pipedrives integration works better hands down. However the producs list is not sortable ~ this makes it very difficult to find items. Panda has catagories so you can create subcatagories for each…
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Automatic description for product
A nice thing will be to add automatically a description when you add a product into a deal. Therefore, you can export easily to Pandadoc for example to send a quote to a customer.
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Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
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Undo Send for Email
Hi, Do you have any plans for an "undo send" feature in Pipedrive? Like Gmail, this would give you the option to prevent an email from going out for 10~30s after hitting send. As I'm using Pipedrive more to email clients and prospective clients, it would be really helpful for those mistakes spotted just after hitting the…
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Merge duplicate contacts, but keep them in Outlook with all users
Hi, there, In our organisation we are facing a challenge: three users, all 2-way syncing their contacts with MS Outlook. Once you merge f.i. 3 contacts record synced from 3 different users, there will be just 1 contact remaining in Pipedrive connected to user #1. But.... the records are removed in Outlook contacts from…
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Activities created via automation show up on my calendar but not on the Contacts Page
My Automation creates a activity to "call the prospect in 1 day" I ran the automation today and the call showed on my calendar however not on the Contact page. I was hoping to go to the Lead contact page and see the email that was sent and the activity for tomorrow. Is this an error or does the automation not populate…
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Text message integration (Apple)
Is there any software that would allow text messages to be recorded in PipeDrive? I don't necessarily need to send texts from PipeDrive (although that would be GREAT!) I would like to have some software that would allow text marketing, autoresponders, keyword triggers, etc that would work with, and be recorded into…
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CalDAV & CarDAV sync
Hi there, We are very happy with Pipedrive, but our mail and contact directory is not Google. We use Fastmail, with services based on CalDAV and CarDAV protocols. Does CalDAV and CarDAV procotol support is in the roadmap? Or do I need to continue to use external tools such as Harmonizely for scheduling meetings with my…
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Adding discount field in specific amount/precent from total price, not only in % for each products.
Adding discount field in specific amount/precent from total price, not only in % for each products.
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Attach Product's attachments to smart doc
The product’s attachment should be capable of being added as attachments in a smart document. For example: I have products, each with a file named “datasheet.” I would like to create an offer and automatically attach the datasheets of the offered products to the document.
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Insights on Messages/Emails related to deals only
Hi, so I want to evaluate opening & click rates for emails that are sent to deals only and per stage. This would be an important feature to understand the success of the funnel and where to test/improve. Please consider that filter option for the insights asap, as this is key on understanding what you're doing and if it's…
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How can I Use Zapier to Get Calendly Checkbox Answers into a PipeDrive Custom Field
I have a Calendly question that asks the prospect which of our products they'd previously purchased: I then want to create a Zap that puts this into a custom field in PipeDrive that uses the Multiple Options field type. How can I do this with Zapier? When Zapier pulls in the list of products, they look like they’re just…
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Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
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Multiple Custom field creation using api
Hello everyone, i have been trying to create multiple custom field on pipedrive crm object, it's fine if we create one but while creating multiple custom field it throws me error "body invalid" . Is there a way to fix this or alternative method to do this
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SmartDocs CC
Needing the ability to CC contacts to receive SmartDocs, alongside the signee. This is really important and would typically be found in most/all e-signing products.
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Why can I not find a way to delete a custom activity type?
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
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API Endpoint Dealflow does not deliver all mailMessage objects on the deal
Hello, I have a deal that was converted from a lead 5 days ago. When I open the deal in Pipedrive, I do get to see all the emails that were exchanged when the deal was still a lead. When I ask for the deal flow through the https://api.pipedrive.com/v1/deals/22/flow API endpoint, I don't get those mailMessages. Is this a…
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How do I remove the sample data that loaded with initial start-up
It appears there is no "help" available from the dropdown. I thought my account at least had chat support. Any insight is appreciated. Thank you.
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Where is the Customer Support?!
Pipedrive is awesome for my business. It really fits the bill. EXCEPT it is impossible to get actual help from a human being. This is among the most difficult help experiences I have ever encountered. It's enough to make me look for a different solution and not renew. Just when I thought I found my CRM for life.…
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creating deals from organizations in bulk
I've got 182 organizations that I want to bulk create under qualified stage in a specific pipeline. How do I do this?
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Test Email Campaigns
It would be a really helpful idea to have a predefined list of Pipedrive users to send test emails to. Having to type in the email addresses each time you send a test is quite annoying. When we used Hubspot you could add in a list of email addresses you regularly send test emails to and then just select from that list each…
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Social media messaging
Is there a plugin that allows the team to message directly from Pipedrive to customers and receive replies on their social media accounts eg? Instagram, Facebook, LinkedIn
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Why am I unable to cancel the 'free trial' of Campaign's?
We're unable to cancel the free trial of the Campaign's module which means we can't increase the number of marketing subscribed contacts beyond 500. So, i tried to cancel the trial and go to a paid version to increase the number of subscribers. However i'm unable to cancel the trial and have to wait until the 14-days is…
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When will you integrate with ClickUp
I have researched different task management systems such as Trello and Asana, and ClickUp is the newer player in this field. They seem to offer better value and ease of use. I see that you integrate with Trello and Slack. Will you integrate with ClickUp? If so, when?
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Project Imports & Insight Reporting for Projects
Are there plans to add project imports and add insight reporting for projects any time soon?
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Inbox - Filter by subject line contains
Hey all! I'm looking for a way to filter the inbox to show these two formats: Sbject line contains [IWE] Subject line does not contain [IWE] Since I am using an email warmup service, I am getting like 300+ warmup emails per day collectively, which all get's bcc'd to Pipedrive. This easily drowns the relevant incoming mail,…
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Automations need an additional "Find" action 🙂
For criteria in automations you can use everything from the previous steps With an update deal, you initially only have the deal data, but if you have also edited the organization in an intermediate step, you can also use the org data in the criteria. The only problem is that you really have to edit the organization.…
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Contact belong to more than one organization
Hi Pipedrive team ~ I am working in the wellness industry where many of our contacts have their own business, and they also belong to another business. We would love to have the feature of being able to add them to two organizations but aren't currently able to do so. I have spoken with your team and the closest thing to…
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Pipedrive subscription for a Company
Good afternoon, everyone We are a company team and we plan to buy a Pipedrive subscription. We need to get an offer somehow
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Microsoft Forms integration for sending out surveys out of Pipedrive
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…