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Reorder products in the deal
Hi there. I use multiple products in each deal. I often need to change the order of the products. But I cannot do it. So I have to rewrite the products . I would love to see the ability to drag a product from one position to another, or an arrow button up or down, to move the product up (or down)one row.
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Problems with the Pipedrive signature
Hello, I have been experiencing trouble with or company signature with Pipedrive. I copied and paste the same one we use in gmail, (it has a gif and our info and rrss icons to the right) and it looks okay in pipedrive. Nevertheless, when I send it and someone opens it from their emails, the signature look AWFUL inside gray…
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Pipedrive Calendar: invisible recurring appointment?
Hello There, I have an issue where my Pipedrive calendar, shows that I have a recurring schedule in the middle of the day. My pipedrive calendar is synced with my outlook calendar but my outlook calendar does not have this recurring apointment set up at all. But because of that recurring appointment, clients are unable to…
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Better Email Signature Options
It would be helpful to have a customized email signature options. We have had a hard time matching our company's email signatures on Pipedrive. We can't add our photos, logos, or social links as desired.
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exportar visão geral de um usuário
para ter um correto controlo de trabalho da minha equipa, era importante conseguir exportar em excell a visão geral de um usuário, conseguem fazer esse melhoramento?
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Pipedrive offers free, on-demand and live webinars
Are you ready to get even more out of Pipedrive? We’re excited to share that the Pipedrive team offers a wide range of free, on-demand and live webinars - All designed to help you and your team sell smarter and grow faster. 📅 Whether you're just getting started or looking to optimise your current setup, there's something…
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Automation Condition Check - Lead converted to deal?
I have an automation set up that gets triggered on lead creation - starts a 3 day delay, and then sends a reminder e-mail to the owner of the lead to tell them to either archive it or convert it. I believe I have figured out hat "archive time = empty" is one way to check if it's still there, but is there a way to also…
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Bulk followers elimination
Hello, it would be a great update to bulk-remove every follower (except the owner) from person / org entities
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Need to export results of Web Visitors
The Web Visitors tool needs to have a way to export the results to make it useful for analyzing the data. PipeDrive adding some analytics to the tool would be good in addition. However exporting and being able to analyze to our (anyones) specific needs would be the priority.
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Filter or Advance Reports on Product Categories
Currently Pipedrive does not allow you to Filter and Reports on Insights from the Product Category field. Since it is structured data, it would be nice if the system could do so. Thank you!
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Projects improvment ?
Hi Any update for projects module to come ? One feature we would really need is the ability to comment a task thanks
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Sender of automated emails
Hi, I want to send emails triggered by moving one deal to a specific stage. No problem with one person. If I have this automisation triggered by everybody else as well, the email is sent with MY email address. So if I want my team to send the email with their own email address, they have to recreate the automisation. It…
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Custom Panel extension Iframe Not Loading – Cannot Pass Email or Person ID in URL
Hi Pipedrive Community, I'm building a custom panel app using an external Laravel API that displays transaction data based on the contact's email address. I have the panel visible under the Contact Detail page, and I set the iframe URL like this: However, Pipedrive doesn’t allow saving the URL with {{email}} or…
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Setting automations for other users
Hey, just wanted to mention this again: the requirement to make users enable date based triggers, while regular workflows can be set to "triggered by anyone" is… backwards. Most sales teams shouldn't be bothered with automation settings. They have a job and automation settings is not something that should slow down the…
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can you merge multiple organizations in bulk edit
Can you select multiple organizations and merge them? I select in bulk edit, and I see on the three dots, Merge. But when i select it, it just goes to the merge organizations tool — and the orgs i've selected aren't there. The tool has not found any orgs to merge.
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Bulk register activities for multiple buyers
Hi everyone, I’d like to bulk register outreach activities for multiple buyers (Leads/Deals). Does anyone know how to do this?
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Resend Campaign to not open email users
It is a very usefull feature that comes with almost all email marketing tools, and I used a lot when I used Mailchimp tool. It help me to resend campaign just one click to the users that could open the email. An user can open an email for many reasons, They receive a lot email afer our email so our email left to below of…
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Using iPad to browse the Pipedrive website and add new deals
I’ve found a bug in the pipedrive website app when used on an iPad. I can’t find any way to report it to the developers. Does anyone know how to do this? In case it’s done via this forum, the bug is: When creating a deal, you enter the name of the person and select “add this contact” in the pop-up as normal. You then add…
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Multiple choice fields update
Hello, it would be awesome if imports didn't remove the previous multiple choice options from a contact and only add the new ones. For example, at the moment I have a contact with "A" and "B" below a multiple choice field. If I import the same contact with another option "C", "A" and "B" will be removed and "C" will be the…
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Automation: Date Trigger (180+ days)
I am looking to create a date trigger, after x amount of days/weeks/months after a deal is WON (fixed term contract) I want to create an activity to create an activity to set up a call with the customer to renegotiate the contract. Managed in about 3 mins to create an automation for fixed term contracts which were 1 month,…
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Adding Specific custom date to new project created in automations
Hi everyone, I am trying to set a specific start date to all projects created through an automation. I would like this date to be January 1st of the next year. I am only given the option to select a date that is already a part of the components of my automation which includes a deal and another project. Is there a way to…
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Whatsapp - Projects
Is there a Whatsapp app to connect Whatsapp to Pipedrive Projects, so I can make a new project from Whatsapp or change the status etc?
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Calculation fields
Could you please indicate if you are planning to add some more field types like computation/calculation fields? For instance, adding the square meters (m²) (a) and the price per m² (b) results in the calculation field being updated = Rent per month (c). a x b = c
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Suggestions + Leads reporting feature
I would like to see the leads reporting (Insights) feature. Currently, I can use reporting only on Deals which is around 30% of my prospects. Therefore couldn't track my efforts for 70% of the pipeline.
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Web form completion redirecting to another url
I would like to suggest a feature in the web forms functionality. Which currently I need and is preventing me from using the pipedrive web forms functionality. My feature suggestion is that when the person filling out the forms clicks on the complete/send buttom they are sent to another url instead of seeing just a message…
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Only activity owner can mark activity as complete
I would like to be able to block an activity from being completed only by the person responsible for it, can you please create this option?
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Why don't my campaigns receive automatic replies?
I've noticed that when we send email campaigns through Pipedrive, the designated reply-to address does not receive any automatic replies, such as out-of-office messages or notifications indicating that a recipient has left their company. Is this expected behaviour (and if so, why?!), or could there be a setting or…
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Link calendar events to People, Organizations, and Deals
My company recently moved to Pipedrive, and one thing we're really missing from our previous tool is the automatic linking of calendar events to CRM entities. I understand that creating an activity will link the activity to the entity, but I have hundreds of events on our team calendars from the past that I would like…
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What's your daily CRM routine?
Hey Pipedrivers! 👋 I’m Jenna, your go-to Customer Success Specialist here at Pipedrive. I’m excited to share some quick tips, best practices, and Insights to help you and your team get the most out of Pipedrive. Today, let’s talk about something that can truly set the tone for your success: your daily CRM routine. Check my…
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Undo function in changelog
Occasionally a deal will get updated via Zapier in error, usually due to user error. For example, say we submit an order form in another app and the user enters the wrong deal ID to match the data to Pipedrive. It overwrites the correct data. When it involves the deal contact, it can cause contacts to get mixed up and the…