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No recurring tasks
How can Pipedrive not have recurring activities? Such a simple and important feature for a CRM. I was a part of the recurring activities Beta and was using it and now the feature was taken away.
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Need Write-Only API for the form submission
I am trying to connect my Webflow website's contact form to the pipedrive, but I am unable to find Write-Only API for the form submission. Can someone help me with this?
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Email campaign filters blatantly not working
I'm sending a marketing email and trying to exclude certain existing customers. This is pretty targeted, so I've entered "Email" "Is Not" "X@gmail.com". When I look at the resulting email list, the exact emails I have told Pipedrive to exclude are showing up as recipients. So the criteria is just completely not working.…
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Privacy settings change for Outgoing emails
Hello, I would like to discuss if anyone else see an issue here, and it would be valuable if Pipedrive makes updates here: If, in your email settings, you have selected that all your incoming and outgoing emails are private, no one will see them even if you send them directly from the Lead, Deal, or Contact Person view.…
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How to add a pretty link in Slack?
When adding the following, the link in Slack doesn't display. Although, this matches the spec from Slack API. Il faut désormais : 1. Créer une nouvelle tâche Asana dans la colonne "Nouveau" du projet "<https://app.asana.com/0/1201064581720702/1204674800578112|Suivi des propulseurs>" How can I add a link with a custom text?
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Decimal places in Monetary Field
Good Morning everyone, we would like to use the monetary field in products, however some of our products are more than 2 decimal places. For Example $0.015 or $0.008. Unfortunately the monetary field round the amount to 2 decimal places. Is there a setting that I can change for that, or can that field be modified to accept…
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Feature Request: Combining Filters
Would be great if we could create a filter that combined/excluded other filters. For instance if we wanted to build a customer list of clients who bought product A and B but not C. Given that we already have 3 filters for customers who bought A, B and C.
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API - Get linked projects from Deal
Am using the API and am trying to return any projects linked to a specific deal. e.g. from a known deal, return details and get a list of linked project id's. It is in the web interface, so it must be there, just not yet included in the API. The Project API does an array with the linked deals, but this does not seem to be…
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Managing skills of freelancers via contacts
We would like to manage freelancers related to our company via Pipedrive. One desired feature is to manage their skills via a dedicated field. The ideal workflow for us is the following: Based on their recent project, we would like enter technologies, frameworks, and any other skill in a separat field. If we start enter a…
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Please provide a Multi Label Field with Autocompletion
In the discussion "Managing skills of freelancers via contacts" I asked for a field with the following characteristics: Add multiple labels via keyboard to field Provide autocompletion for already existing labels based on my whole dataset Allow the user to search this field for the occurance of one or more labels A label…
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Advanced "Multiple Choice" custom data field?
Hey Pipedrivers, I need to solve the following problem. For the purpose of my job, I ask my customers questions about their vehicle fleet. They typically respond by saying this: " we have 10 Vehicle A, bought in 2012, 3 Vehicle B, bought last year, ..." I need to store this information into Pipedrive in a way that allows…
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Why are Automation Actions Displaying in Reverse Order?
I created an Automation with the Trigger of "Deal Created" and 10 Actions (all set for "The same day"). The intention is to automatically generate a standard step-by-step list of 10 Activities as soon as a new Deal is created. For some reason, the Actions (Activities) display in reverse order - instead of 1, 2, 3, 4… they…
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Campaign emails not generating any responses or emails
Have sent about 20 campaigns so far but have never had any bounces or out of office replies or any actual positive or negative response from them. Anyone else had this issue? Send the same campaign to the same list on mailchimp or hubspot and I get responses and out of office replies etc? Have tried opening a case with…
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View Documents in Mobile App
We heavily depend on the information inside the documents in every deal. Is there any possibility of having that feature possible with the mobile app to view the documents?
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SmartDocs Mapping - Product date of invoice - Feature request
Hi, It would be great to be able to map the new field "date of invoice" in a deal list of products inside a SmartDoc. Thanks,
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Can Autotrader integrate directly into Pipedrive?
I'm unsure how to go about this. Autotrader mentioned that they've previously given their API details to other CRMs and they integrate from their end. Is it possible? Does it need a developer?
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Trigger automations on import
It's ridiculous that automations can't be triggered on import. Deals can be created on import. But "Deal Created" triggered automations can't be triggered by a deal that is created by an import. The same goes for contacts. I can create or update a contact on import but then I have to take additional steps to trigger…
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New: Update to exporting email addresses and phone numbers
Hey Pipedrivers! Here’s a small but important update to exporting contact data. What: When exporting multiple contact phone numbers and email addresses, they will be collected in separate columns instead of one column. Therefore, you no longer need to use a spreadsheet split text function to do this. When: Available now…
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Possibility to delete any e-mail linked to my deals
Hi team, I know that I have the possibility to unlink a conversation from a deal, if that conversation comes from my inbox. But I can't delete a conversation from a deal of mine if that conversation is there because of the synchronized inbox of another colleague, since no "Unlink this conversation" option is available for…
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Korean version typo: '나타나느' → '나타나는'
Greetings, I'm reporting a Korean translation typo. This is the screenshot of adding a deal. In Korean version, the pop-up window contains a typo. The word '나타나느' must be '나타나는'. But then again, the whole sentence sounds very awkward to Korean speakers. '현재 뷰에서 표시되는 필드는 설정에서 변경할 수 있습니다' sounds better. Hope this helps.
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Live Chat sound notification
We have missed so many live chat messages - when we used Tawk.to it would ring like a bell whenever there was a live chat waiting. For a small company like ours, we only get a few chats per week so we're not always looking at it.
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Email templates - needs new grouping access
A customer of mine uses a lot of email templates (over 100) and they are 50 users. The problem is that they want to share their templates to a small group of users not all. Today a template could only be private or public. The idea is to create a new group that could be "visibility group" or team. Another idea is that you…
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Store Company Settings for emails
Several clients have decided not to use Pipedrive standard font Arial. In my case they have decided to use font Verdana and size Medium. The problem is that for every email they write they have to change this manually. The suggestion is to store this default email font and size information in Company Settings (or Personal…
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How to continue an email sequence when there is no answer
Hello, I've been trying to create an email sequence to send a first email when a deal is moved to another stage, and then send another email three days later if there is no response. However, it isn't working. Is there anyone who knows the conditions for this kind of scenario?
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One of my new custom fields isn't showing up - what am i doing wrong?
I have a company invoice field that needs to show up, there are 38 organizations that use it, but it's not showing up. Any advice, please? Also weird it's showing up in different order to what i selected.
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Count of signature requests in SmartDocs
I am wondering if there is a place where I can check how many signature requests have been used in a given month (given that we're on the Essential Plan and are using the Smart Docs as add-on). Also, I would like to know what does count towards a request: e.g. one document with 3 signers on 2 different pages means 1…
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Has anyone worked out a way to send automated meeting reminders to the sales team?
I want to make sure the sales team don't miss any meetings. Obviously they shouldn't be! But is there a workaround to send a meeting reminder to the sales person e.g. the day before a meeting?
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Loss of feature in emails, view email in inbox
I believe there has been a loss of an important feature in recent updates. When viewing a person's page, all emails with that person are listed. The triangle on the right still can be clicked to see the full conversation, but in that screen, the option to click and see the email in the inbox is no longer available. This…
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Microsoft Teams - Private Channel
I've discovered that it is not possible to add Pipedrive Bot to a Private Channel in Microsoft Teams. Are there any plans to change this, or does anybody have a workaround without creating a brand new Teams group for specific users?
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Automate / API export insights data
Hello community, I'm interested in knowing if there's a method to automate the export of insight data or if there's an API available for this purpose, allowing exports on a periodic basis such as weekly or monthly. Could anyone provide guidance or share their experiences with this? Thank you!