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Moving custom fields from Organisation to Deal
Hi All! Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level? I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected? Thank you!
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New: Automations webhook requests
Hey Pipedrivers 👋 We’re beginning to gradually release automated webhooks, expecting to reach all regions by the end of April 2024. What does it do? The webhook action in Automations allows you to connect Pipedrive with external tools and apps by sending information to specific endpoints. Unlike regular webhooks, you can…
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New: Make smarter decisions, write better emails and be more efficient with Pipedrive AI
Excited to streamline your sales process with AI? Check out our new AI tools to take the manual work out of sales, simplify communication and effortlessly close more deals: AI-powered Sales Assistant Effortlessly identify patterns of success, get pointers on what to do next, which deals are likely to close and when to…
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Automations: Access to custom fields of linked objects
In automations, it is not possible to get the value of a "custom field" that belongs to the linked object. For example: Object DEAL has linked objects like: ORGANIZATION (deal organization), PERSON (deal contact), PROJECT etc. - i.e. objects with the option to create a custom fields on them. On these object we are using…
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Can the Job Title be displayed along with the person's name in the Linked People section in the Org?
Can the Job Title be displayed along with the person's name in the Linked People section in the Organization's detail view sidebar? If we add a note in the name like in the screenshot, that note shows up in proposals, so we'd like to see the Job Title appear next to the name in the People section of the Organization.
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I need help
I am using PipeDrive as my main contact and CRM. I receive leads from 3 sources. I must input these leads manually from the other sources. We would like to develop a flow, pattern of staying in touch without overlapping of follow up, also want to make sure our timing is accurate and on top of the mark. Once we connect with…
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LinkedIn integration or interface
Hi, are there any plans to have an interface/ integration between LinkedIN / Linked In Sales Navigator and Pipedrive? This really is missing.
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LinkedIn Integration
Hi Pipedrive team. I'd love to integrate my LinkedIn so that Pipedrive registers connections and messages as interaction. Is this something that is available?
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Pipedrive & Linkedin?
Is it possible to connect Pipedrive with Linkedin?
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Stage change graph
As I have observed, there are charts that track the stage changes of certain deals over a specified period. These charts only record the number of deals entering each stage at a given moment, but I am unable to automatically see from which stage these deals originated. I consider this functionality crucial to analyse…
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Sending Emails to Pipedrive
I've got a business development user who has been including Pipedrive on emails to clients regarding deals and such. Recently, he started getting bounce backs on some emails that had attachments. Exchange provided the following information in the bounce back email notification: The specific error is: 550 5.0.350 Remote…
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Job Cards
Hey :) Can we create job cards on the Pipedrive app? or even an editable pdf document?
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Notes have gone
Why can I not see any of the notes I have added all of a sudden! It was great for a while and now then do not show anywhere even new ones I have just added.
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Integrate your Pipedrive CRM into Outlook, Gmail, LinkedIn, WhatsApp, and Telegram
Hey Pipedrive community! To save valuable time and avoid mistakes, you should have your Pipedrive CRM where you communicate with your customers. That's why we developed the Pipedrive integration SaySync, which provides your CRM directly next to your Outlook and Gmail emails and LinkedIn, WhatsApp, and Telegram chats. Try…
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Reporting: Combine pipeline stages
We use pipedrive to manage stages of the sales process, and we have multiple pipelines depending on region, and each pipeline has exactly the same stages (i.e. stage names). How do I combine the values of stages from the different pipelines? The best I have been able to do is create a table and split it by pipeline, but I…
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Merged: Shared inbox for sales@ or admin@
This discussion has been merged.
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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?