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Is there a way to create activities under Projects instead of Deals?
I've created an automation that converts Won Deals into Projects for the service team to work on post sales. I'm trying to create an automation that creates the post sales activities under the new Projects instead of the Won Deals.
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How to collect form with images and videos
Hello, I am new to Pipedrive, what is the best way to collect information and attachments from clients? So once someone submits an inquiry on our website, we would automatically send them a follow up form to fill out the information and submit images/videos. Is there a recommended form pathway to take? After inquiry…
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Multiple Owners on Deals
I am new to Pipedrive so if this has already been done - Please forgive my question and also provide feedback on the steps to set this up on my Pipedrive. TY. *Would like the ability to have more than one person own a deal as we often work with more than one person on a deal. Also be able to sort those specific deals on…
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Dowloading the contents in won & closed deals
Will Pipedrive be providing the ability for Won and Closed Deals to be downloaded along with the contents (emails, notes, documents, contacts, etc.) within the deal?
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How to update Deal's custom field with Organization's custom field in Automation.
I created a custom field as "Marketing Code (Deal)" in deal as single choice. Also I created "Marketing Code (Org)" in organization as a single choice too. How can I update "Marketing Code (Deal)" field with "Marketing Code (Org)" value? I tried it with automation but it did not bring organization fields in "deal update"…
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Issues Setting up Automated Workflows
I'm pretty disappointed with Pipedrive's native automation workflows. I'm having difficulties finding a solution to build three workflows in Pipedrive. I verified with support and they informed me there's no native option. I'm exploring Zapier and Pabbly but haven't yet found what I need. Workflows: Assign a user as a…
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Campaigns not receiving autoreplies and bounces
About 3 weeks ago I have stopped receiving autoreplies and bounces to the reply-to email when I send out campaigns. Used to receive at least 50 and now I don't receive any at all. However, I am receiving responses that are not auto. I have not changed any settings. Anyone experiencing the same thing?
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Group Email follow-up emailing automation on contacts that didn't respond
It would be awesome to have a feature to send a group email and then have an automation that sends an email reply to the contacts that didn't reply. Pipedrive has both capabilities in different scenarios but I wasn't able to find this option.
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Lead Inbox - Can you mark a lead as "Unread" or change the flag per user?
We have about 8 people using the lead inbox and people can pick what leads they want to pursue. If anyone clicks on a lead it unbolds the lead (marks it as read) for everyone. Is there a way to have this change so the "read" flag is on a per user basis vs organization wide? We need a quick way for each person to know if…
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Make Group Emails Scheduled In Outbox Appear As "Scheduled" On Deal Or Person associated.
When I schedule a group email for a particular group, the outbox only shows a preview and the number of people, it would be good if we can go back and edit that group email while we can.
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send test emails faster
Test emails for email campaigns would be more useful if they were delivered in a timely way. A little frustrating to finish drafting an email, send a test, and then have to kill time waiting for the email to be delivered to review it.
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Automatically Moving Leads to specific Pipeline stages by Tag
I'm brand new to CRM's/Pipedrive, so I apologize if this is an obvious question. My goal is to set up an automated cold-emailing process, for which I've built several email scripts/automations that are triggered by Pipeline stage (example- there's a "Former Customer" cold-email script, which is automatically triggered when…
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Pipedrive integration with linkedin lead generator such as Dripify.io
Hello, we are considering an automated linkedin lead generator such as Dripify.io. Is there any experience if this integrates well with Pipedrive?
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Make Voice Notes Available on Desktop & Add AI Transcription/Summarization
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
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What are these errors in products import?
Hello, I tried to import my list of products but I got two errors in part of the list. I was able to import 700/1080. Do you know what do they mean and how can I solve them? 1 - Product not found. 2 - (Product) Update product is not allowed for deleted products. Thank you, Rita Pereira
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How to filter Ex-Users' people, organisation, deals ?
Hi, In pipedrive I can not filter deals, people, organisations 's ownership by selecting ex-users. In the filter menu when I select OWNER, I do not see ex-users in the o-users list. How can I Filter? After filtering those, I will change the ownership accordingly, but know I can not make mass change on those records. I have…
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Mobile app not supporting recurring meetings
The mobile app does not support recuring meeting invites, when synced with Outlook. How can Pipedrive be a CRM focused on sales and have a mobile app that does not fully integrate with Outlook? Seems like a huge oversight that my outside sales team can't see their recurring meetings on the Pipedrive mobile app, even though…
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How do I create a profile esc document for a client to fill out using Smart Docs
Hi, I'm currently setting up Smart Docs for our sales staff and wondered if there was a way to send a Profile document to a client where they can fill out the fields themselves. I can do this as a document but the template we use is 8 pages long and I do not want our staff to be having to add text fields to every document…
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"Show on Map" Feature for the Dashboard
Any talk of being able to add a map report to the insights dashboard? Would be awesome to have the existing Google map of all deals (total, current, won, lost, etc.) that you could drop on the main dashboard and have a quick view of all deal activity. I feel like this should be easy since all of the Google map integration…
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Dropbox Integration
A native integration with Dropbox would be extremely helpful. I feel like Dropbox is the most widely used cloud storage among companies and would benefit a large number of your customers. Please consider this!
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Automation
I am new to pipedrive and currently on a free trial to see if it will suit my needs. Once automation I am trying to set up is: when i add a new organization to pipedrive to set a reminder task to "onboard" that new organization. It seems like I can do this with a person but not an organization. Any advice would be great!
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Merge Tags - Deals
In an ideal world, you would be able to select merge tags for fields within a deal as well. In my case, I build out milestone templates for the mortgage process, and it would be incredibly helpful if I could automatically pull data in from the client's loan (deal) to populated in these automated email campaigns.
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Issue with Duplicate Emails in Automated Email Sequence
. I've set up an automation to send follow-up emails to clients, bu the email is sent three times instead of just once. The setup appears correct and should only trigger one send per activation. Has anyone else experienced a similar problem or could suggest what to check or how to fix this? Any help or advice would be…
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How to manage custom fields between Lead/deal & Person
Hi! I'm encountering a challenge where certain fields, such as address, are identical in both leads and customers. My current process involves asking for the address during the initial contact to ensure I can deliver our service effectively. However, once a sale is made, I also need the customer's address. The issue arises…
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Pipedrive API leads custom fields or hidden fields in web to lead forms
We want that whenever a lead form is submitted on our website, we are able to get UTM values in Lead as hidden fields. We tried following: 1. Lead booster web forms are not an option because they do not have hidden fields through which I can send UTM values to track lead source. 2. We tried Contact Form 7 and Advanced…
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Fillable Forms
Hello! Looking to start using the documents feature. Currently we have used Dropbox Sign to send our main forms to our clients. The forms are essentially a fillable pdf (many boxes to fill with some of their personal information that we wouldn't get earlier in the process). I'd love to be able to keep everything working in…
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Unselecting filters
Hi, Would it be possible to implement a feature that allows a filter to be deselected? At the moment the work around, as advised by the help team, is to select 'Everyone' to reset the details but this doesn't seem very logical to me. I would like to be able to select a filter, look at the data, then deselect. Looking…
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Request for Daily Billing Option in CRM for Rental Businesses 📅
Hello Pipedriver's ✌️ We are very pleased with the many new features Pipedrive has introduced. However, we have a specific request that we believe would be a game-changer for us and many other companies in the rental industry. Currently, we bill our clients on a daily or monthly rate basis. Unfortunately, the existing CRM…
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Fix Email Thread!
Hi Pipedrivers, I am Posting this to get to see if we can get a reaction out of Pipedrive Developers to fix the EMAIL THREAD. I would for them to give us an option to use the design they have now (I know some may like it) or to be able to select a different email style. I want the latest email communication at the top then…
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Admin & commercial
Hello, is it possible to create an admin account and a user for commerce by only paying a subscription? Because I would like to have control and visibility over the account but a salesperson who is not the admin role?