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Conditional logic for display of custom fields in Deal detail.
I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request. The use case is: * We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate…
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Anyone else having issue with deleted email content after sending?
I've been experiencing an intermittent issue over the last several months where a blank email is received and shown in 'sent', appearing to have delete the contents of the email. Attachments always remain, however the actual text of the email goes missing. I am no deleting the text by mistake and this does not happen on a…
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Connect an activity to multiple deals and Connect an email to multiple deals
We need urgent development assistance from you! Pretty often, we have multiple deals with a company. Negotiation runs typically with the same person or team, so we discuss multiple deals parallelly, both via phone calls, meetings, and also emails. It is an unnecessary and huge administrative struggle to create and copy the…
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Add a second email address to receive summary report
Can I add a second email adress to receive summary report?
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SmartDocs Knowledge Base article is wrong... please correct.
Dear Pipedrive-Team, I am wondering what the logic behind your Knowledge-Base article regarding addresses in smartdocs is: In the article you describe, that standard address fields can be broken down into ZIP-code, street, house number, and then inserted into a smart doc. You show that this is possible for organizations…
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Mandatory Field blocking the whole automation process
Hi everyone, I'm trying to create an automation, that sends a email (based on a simple template) when a deal is created in the system. To do that I have created an automation that is triggered by a deal creation and the action is "send email based on a template". In the required field for this automation, I have selected…
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Feature Request: more data in campaign reports
I'd really like to see more data in the campaign reports, or customisable columns here. For example, I'd like to be able to see the Contact Owner here so I can email my sales team with their customers that have unsubscribed so they can take further action.
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Automated emails from deal owners, not deal creators.
As a Pipedrive Admin, I would like to set up automated emails for deal owners, based on when a deal is moved to a new stage by a sales rep. I understand how to set up the workflow. My question is, since I set it up (deal creator), the emails are coming from email address. How can I make sure the emails are being sent from…
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Support Chat
For some time now the way you open a new support chat has been tricky...most of the time I press the button to pull up the side panel, I then click chat to support and no pop up box opens. I have told support about this before, they did tests etc but its not been fixed
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Add "Email PDF" option to Share button for SmartDocs
Currently, emailing the smart doc to a prospect or customer involves more steps than it needs to. It would be nice if there were a "Email PDF" option when you click the green share button. This could open up the email tab (if creating a doc as part of a deal) and generate + attach the PDF to the email. This would speed…
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New Summary feature!
This new feature went live a few days ago, and I thought I had lost my contact email addresses but they simply moved to the summary page! which I feel is NOT required, so anyone else feel the same way? In my mind, there was nothing wrong with the details page, and now the UX is poorer for it. The text of the summary and…
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Hows the duration values migrated when the duration field removed after June 2024?
Pipedrive officially announced that: Starting March 11th, 2024, the Product Duration feature is no longer available for new customers. For customers currently using this feature, it will be removed in phases leading up to June 3rd, 2024. After this date, Product Duration will no longer be available. As an alternative, you…
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Beta testers wanted: Multiple labels for Contacts
Hey Pipedrivers 👋 Our product team is looking for testers for the new multiple labels for contacts update, also known as multiple tags for people and organizations. How can I join? Please let us know in the comments if you’d like early access to test this feature and provide user feedback. The product manager will then…
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Teams Trigger showing who opened an email
I'm trying to set up a trigger to send me a Teams message whenever someone opens a tracked email. How can I do that?
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Lead placement help in automatic mode
Hello everyone, I hope someone can help me! I need to figure out how to automate some processes but at the moment it's all so complicated! My leads come from ClickFunnel (Outbound) and Calendly (Inbound) I've already created the two stages in the pipeline and downloaded Calendly and Zapier integration! but I need leads…
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Re-occurring Google Calendar sync issue with Pipedrive
I'm needing the ability to create re-occurring tasks that sync from Google Calendar to Pipedrive as Pipedrive doesn't have this ability as yet. I have found although we have two-way sync activated for staff, only the initial activity appears in the task list and calendar, the reoccurrence then only appears in the Pipedrive…
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Import error - Page not found
The website is throwing an error after I click the import button in any of the pages where an import is available. I have all the required permissions and i have also cleared cache, history and other browser related data.
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Multiple People Meeting Scheduler
It would be very very helpful to be able to add more than one person to a meeting scheduler link. My use case is that I want my CRO to be able to jump on all our client calls. Right now, I have to manually create events in my calendar to block when he's not available. A common link would be incredibly useful!
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Marking leads as lost or not relevant
Hi, How are users of the Leads functionality processing leads? What are options to note the quality of leads or to categorize them? Right now, the only option is to either convert a lead to become a deal, or to archive the lead. Will there be options to add a reason for archiving, or add statuses for leads as well?…
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Looking for Automation Analytics
Hi, I'm looking for a way to analyze each automation. For instance, we have different automations set for different types of leads for communication and nurturing. How can we view the read/open/clicks for each automation on a weekly basis?
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Document Automation
Could Pipedrive add document creation to the workflow automation options? Then when a deal reaches a certain stage, documents could be automatically created using a template; this would save the time it takes to generate them. Based on deal values the template used could vary, taking the human errors out and preventing the…
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Discount and Additional Discount fields have opposite/ inconsistent signs
Hey Pipedrive, The Discount on a product is positive, and a negative discount works as a surcharge. However, the Additional Discount is displayed as negative, and surcharges are displayed as "double negative": Our clients are complaining about our quotes, so we are having to change them manually. Ideally, every discount…
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Automatic meeting notes recording to the pipedrive deal
Hey friends, is there any solution that will record meeting notes like an otter.io and will add a meeting notes summary to the deal?
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Outlook Plug-In
I don't understand this and I know it has been discussed before a few times but most/all comparable CRMs as Freshworks, Zoho, Sugar CRM, Hubspot, etc. have a plug-ins to Outlook and so many companies work with Outlook (and need to work with Outlook sometimes). We worked with Freshsales/Freshworks for quite a while and this…
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Smart Docs esignature emails get sent from a pipedrive email account? Why?
Our customers reply to proposals via a reply email all the time. Why is this email coming from Pipedrive so customers can't reply? Customers often won't go into the proposal and use the response tools inside - we have a lot of Mum & Dad users - so their reply is critical and often contains vital info for our reps prior to…
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Limit of deals per contact OR clearing duplicates of deals?
Hello Pipedrivers! Is it possible to set a pimit of deals per contact OR to clear duplicates of deals? For the moment I have my Pipedrive integrated with my website is such way that after a lead action is completed a deal is created. However, when the same person completes 2 different lead actions, 2 deals are created. I…
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How to see project labels in activities list view
I want to be able to see all labels applied to projects in the activities list view. Is this possible? It seems like a very basic function that should be possible, but I can only see "deal labels" option, and not one for project labels. Can anyone help or give a workaround for this?
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Webform Fields - Names, Phone Number, and Note Pinning
We're using the webform feature and are running into some limitations. Name field - I am having issues with people not filling out their full name in the name field. Can we split the name field into first name and last name? I've seen posts about making custom field for last name but I'd like the two to be tied together in…
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Geração de números de proposta
Poderia ter uma função (formula ou outro) para geração sequenciais ou aleatórias de proposta e/ou contrato, principalmente para aqueles usuários que utilizam o Smartdocs
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View Leads as Kanban Board
I'm currently evaluating Pipedrive, and one feature I miss is the ability to view Leads as a Kanban board as you do with Deals. For example, I could use tags, where tags are effectively set as the current "stage" of the lead: "Not Contacted", "Reached Out", "Meeting Scheduled", etc. Thanks!