-
Stopping automated emails to deleted leads
Good day How do I make sure that Leads that have been cancelled / deleted and or moved to another deal stage do not receive the automated emails? I have deleted leads, however, the leads contact person keep receiving the automated emails? Please advise? Regards John
-
How to report webform submissions?
We have written several Books. Webforms within pipedrive make it easy for us make the books available. And I love that notes are generated to document who downloaded what. Is there a way to create a summary report that shows which ebooks are the most popular? Or a detailed report of who downloaded each ebook?
-
New to Pipedrive - still learning
How do I change the setting in Pipedrive so my completed calls are not recorded and filling up my calendar? I watched so many video's but can't remember where to find that setting. Appreciate the community support
-
export deals' information, including products
the actual situation to export your deals' information, including products has two options: 1- go to Tools and apps, export data, products added to deal and export excel file: in this scenario you get details of products quantities but there is no possibility to amend or choose which data you want to export in this report,…
-
Global search function - AND multiple words, and respect quote marks if used
I'm using the global search to find emails. I'm looking in Outlook and I can see the subject of the email was "Re: (EXTERNAL) SoW for design and build of website" And I want to find that email. So I type sow for design I am shown results that match sow. design. for. I would expect the search to prioritise the emails with…
-
Sales Emails Reporting
Pipedrive 'Campaigns' is great for marketing emails, but salespeople have to write emails as well, to unsubscribed people. The reporting for sales emails is very basic and missing critical pieces like bounce rates, reply rates, attachment opens, unique opens. We can see how many times someone opened an email, useful, just…
-
A link to the deal and/or the contact in the calendar entry
With Pipedrive, you can specify that details about the deal and/or the contact person should be saved in the Outlook calendar. This is already good but not good enough. However, there is no link in the Outlook calendar to jump from this calendar entry directly in Pipedrive to the right deal or the right contact, in order…
-
Pipedrive Datawarehouse
Is there a good tool that can load the Pipedrive data into our data warehouse? We are currently using Stitchdata and the integration for Pipedrive from Singer, but it doesn't work well with the deals products yet. However, once products are removed from a deal, they are not removed from the data warehouse or marked as…
-
Can i create a new deal when a new contact is register on the pipedrive?
I need to create a new deal when a person submit a form on a Landing Page(wordpress - elementor). The plugin just let me create a contact and not a lead or deal. is it possibly to create a new lead or deal automatically?
-
API not executing in sync
Hi, In the past 2 weeks we noticed that API is not executing requests in order of sending. A sample code is found here: Expected behaviour (worked this way for the last 10 years): 1. existing products are removed from a deal 2. new products are added to a deal 3. a deal status is set to won Actual behaviour (since 2 weeks…
-
Deal Owner viewable on Dashboard
Is there a way to display the deal owner when viewing deals on the Dashboard. Currently, all I can see is the deal name, client organization and client POC. I'd like to see the deal owner in the summary as well. Thanks in advance.
-
Can't Add Product Code As a Column In Deals List View???????
This has surely just gotta be an oversight. It's not available as a column to add! And I sure don't want to create a custom field for it. Absolutely critical that we see product codes in list view.
-
Is there a way to export the summary part of the report table?
I can only get the export option when the "Deals" tab is active, however there are some scenarios where it would be helpful to export the "Summary" tab contents to a spreadsheet.
-
Working with partners / Partner Portal
Hello everyone, We plan to expand our sales with external partners, helping us to distribute our products. The last weeks I work to write best practices around partner management in Pipedrive. I also worked out that the partners need a lot of additional stuff, so I came around to launching our own partner portal (connected…
-
Daily e-mail reports
Hello, everyday I receive and e-mail with things that I have to do in PipeDrive, is it possible to edit what comes in that e-mail ? Thank you !
-
Shared Draft Emails
It would be great to be able to automatically share draft emails for shared deals/contacts/etc. In the spirit of teamwork on deals, collaborating on communications is critical. Kinda mission critical for us and oddly absent from the platform.
-
Subscription deal value should increase month to month!
[ 1 ] It is crazy to me that the deal value is not automatically summed up based on the amount of monthly payments If I have a client that pays $100 every month, and I have infinite cycles, meaning I have no idea when they cancel, the deal value over the period of 1 year is $1200. Not 0, and not $100 (Set recurring amount…
-
Group Meeting Booker for Teams
Your Scheduler tool is great but it only allows you to create a Meeting Booking Link for one representative. It would be great to be able to create Meeting Booking Links that connect to the calendars of multiple members of your team. Think of a lead submission form on your website - you want this to connect to all of your…
-
Webhook with a Script - How to tell Pipedrive it was successful? Http Status Code Help
Hi Pipedrive Community, I set up a webhook with a Google Script, it gets triggered fine, it works perfectly, but Pipedrive keeps retrying and it ultimately ends up saying it failed. I don't know if I'm implementing the status code correctly: // Return a success message with a 200 status code return createResponse('Folders…
-
[Research] Scoring functionality in Pipedrive [Volunteers FOUND]
Hey, dear community, EDIT: We have all the interview slots booked. Thanks everyone who responded to our call! We’re currently researching how we can introduce scoring functionality inside Pipedrive. We’re looking for 4-5 users who we’d like to speak to and understand your needs, use cases and the current pains you’re…
-
Merging leads & archiving leads
Loving that the Leads Inbox got a revamp recently. I'm wondering if there're any plans for the ability to Merge Leads & to have Lost Reasons (or Archive reasons) for leads? I'm pretty sure I don't have to explain why I'm asking - it's pretty annoying that we cannot merge leads, but have to convert the leads to merge the…
-
Feature req: Custom data field to Deals and Leads too
One can add data fields for Persons, Organisations and Users but not for Deals nor Leads. It ought to be quite simple to add such a type to show as a similar "Tag-drop down". We sometimes have a subdeal or two. Currently we have a textfield "Related to" that one can add the deal-ID to. A bit 90s UI to fill in into a…
-
Deals that got converted from Leads need a filterable designation
We need a better way to pull a list of Deals and filter by whether or not they were converted over from a Lead. Could this be a system field we could pull into a column in list view? What's a good workaround?
-
New: Activity pop-up after the deal is won
Hello community 👋 The Activity pop-up after the deal is won (aka Opportunity Compass) update is coming out of testing and starting its gradual release. What does it do? You can enable and disable a follow-up activity that pops up when a deal is won. Set the default follow-up activity type and follow-up time (1 week to 12…
-
Improve bulk lead to deal conversion with
When converting leads to deals in bulk, no options are provided: It would be nice to be able to set some fields in bulk during this bulk action: owner, labels, custom fields, etc, as seen in the standard lead > deal conversion panel:
-
Web to Mobile calling
I have just upgraded my mobile to an Apple 15 Pro Max and running iOS 17.5.1 and the web to mobile caller feature is no longer working. The instructions are out of date on the PD help site and the Notifications screen looks nothing like what they are showing. Thi is what I currently see with no option to activate…
-
Edit leads in table view
Similarly to how you can edit deals in the table view we need to be able to do the same for leads - it is so much more time consuming and you lose context when you need to click into the lead to edit the information
-
Lead activities and notes
All activities and notes from the contact and organization should be visible from the lead view - or at least a toggle to easily make that an option. When we go to contact leads we need to see the activities for that contact so we always have to scroll down and open that page separately.
-
Link email threads usings workflow automation
Please can we have the ability to link email threads together using automation so that the reciever can see email the email chain as part of our campaign?
-
Line chart
Is there a way to create line graphs in Pipedrive reports?