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Re-enabling Auto Reply reception
We used to regularly cleanse our data by removing people from our database who had set up auto replies if they had left their role. But now for some reason Campaigns has chosen to filter out auto responses so we are unable to do this. It would be of great value to our business to have them back or at least have the option…
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Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
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How can I filter with multiple "OR" statements?
I want to filter deals that have field X value = Y OR field Z value=W. I cannot find how to add an OR operator, I can only filter with AND operators. See screenshots for my attempts.
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Link multiple Contact people to a deal
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
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Comment intégrer pennylane
Bonjour, nous avons déja le logiciel pennylane, nous aimerions savoir comment le rattacher à pipedrive. Merci
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How to Automatically Update Deal Stage Based on Lead Status (Custom Field) Change?
Hi everyone, I’ve set up an automation in Pipedrive where a deal is automatically created when a lead is generated. Now, I’m looking to create an automation that updates the deal stage when the lead status changes. For example, when a lead’s status changes to “Qualified” or “Dogovoren,” I want the corresponding deal to…
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How to link multiple participants to a project
I've noticed a thread from 3 years ago asking for this so not sure if this has been enabled. How do you link multiple contacts from a company to a project? Also contacts from other companies. Here's the scenario. I have a project we've won and it's a Joint Venture with two construction companies. I need to associate…
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When I expt a contact from ZoomInfo to PD I get limited data. Why not all the contact info?
When I export from ZI to PD I get a limited amount of contact data. All the info does not come in. On my example it is missing phone numbers and addresses. Is this a mapping issue? And if so can you tell me how to fix it?
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Moving appointments from one day to the next in volume
Is there a way to move appointments in calendar view to another day in volume at one click - eg. say you have 10 calls that were not made today, is there a way to group them and move them all together to another day - thanks in advance
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Whatsapp Business integration
Hi dev team, Please can you look proactively sending out messages to contacts via Whatsapp Business / Twilio in the Pipedrive platform. I appreciate the responsive capabilities in the lead gen section. We currently use Front and prefer to use Pipedrive for everything. Separately, to respond to Whatsapp Business message in…
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Gemini API access
Not being much of a tech person, I wonder if it is possible to give Gemini access to Pipedrive data using the API? For Google workspace users, Gemini can access a lot of data it needs to function as a more useful assistant. For me, as a freelancer, it would be great if I could also ask Gemini about my client data stored in…
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Colleagues Emails send from my email box (EN/FR)
Hello everyone, I'm having an issue with my automations. When my colleagues use them (even though I am not active in the process), the emails are still sent from my mailbox. With the number of colleagues using them, this results in hundreds of emails being sent, which ends up blocking my mailbox. I can no longer send or…
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Calendar Privacy
Hi I am syncing my Google calendar to Pipedrive and all my events are now public. My default setting in Google calendar is Private and I cannot go and change the individual setting for each event. How can I limit my teammembers visibility to my events? I don't see how I can do this in the visibility groups.
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Email Tracking Not working as expected
Email tracking is kind of messed it, it even shows as opened if I see the email sent inside deal, I don't really understand it. The tracking should be excluded from someone who is sending the email.
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How to attach an email automation to a team member?
I am actually building automation to convert lead into deals, with automatic allocation to the right pipeline, and at the ame time sending a confirmation email to th elead that they would be contacted soon. Eah of my Pipeline in Pipedrive concerns a team and each team has a sales manager, so I would like the confirmation…
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How can I automate adding a deal to a pipeline
For my closed lost deals, I want to auto-add these deals to a different pipeline to nurture. I am trying to create an automation, but I do not see the option to select the pipeline for a deal. Can anyone advise?
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How can I move a deal from one pipeline to another using automation?
Hi I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?
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Assistance regarding the visibility of my activities
I have individuals in my company responsible for scheduling appointments. I want them to be able to see my already scheduled appointments, even if they are not related to the prospect or the deal, so they know when I am available or not. However, I do not want them to have access to the information of the individuals with…
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Custom HTML and CSS styling for Web Forms
Can we use our own html and css for our web forms and submit the data to Pipedrive when a user submits the form? If so, how can this be done? Thanks.
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How do I filter for contacts with no closed won deals
I want to create a filter for all contacts that only have closed lost deals and do not have any closed won deals. I can create a filter on contacts for deals that are closed lost. But, I have contacts who have both closed won and closed lost deals, so I only want to see contacts with only closed lost deals (and no closed…
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Adding a formula capability to the date fields in "Update deal/lead/activity"
Inside an automation action, I would like to update a deal field to a date PLUS X days. For example, for my custom field "Payment Date", I would like to always get the date of the field "Expected Close date" plus 60 days (for a type of deals). Right now, the automation only allows updating the field value to "In 2 months",…
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Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
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Monitoring User Activity
Hello all, I am pretty new to using pipedrive but have really gotten a lot of value out of it. I have an sales employee using the platform as well and I appreciate being able to view his activity on the platform. However, today we discussed some lead details on a contact so I know he's been on the platform but when I go to…
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WebDav and CalDav Syncro
Hello Everyone, I really like Pipedrive, but I have my contacts and calendar account on another server that doesn't belong to Microsoft or Google. I would like to be able to sync my contacts and calendar using WebDav and CalDav. Can you give me suggestions on how to resolve this?
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Why is my bill $136.93 per month
I'd like to lower us to the professional user option. Which is $49.99/month Preston
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Add label to a lead depending on a choices from a Pipedrive Webform
Hello community ! I was wondering if it was possible to : automatically add a label to a newly created lead coming from a Pipedrive Webform the label should be based on the status of a field of the Webform I can't see how to do it using Automations… Many thanks for the support ! Aissa
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Filter for Undelivered Emails in Pipedrive Inbox
Currently, Pipedrive offers various filters for the email inbox, such as unread emails or emails linked to an entity. However, a useful addition would be a filter to identify undelivered emails—those that failed due to an invalid recipient address or other delivery issues.This feature would help users quickly spot and…
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Leads need a Changelog
It would be very useful if the Leads feature also had a Changelog tag available, like Deals, People, and Orgs do!
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Pennylane to Pipedrive
Bonjour, Je cherche à relier Pipedrive à mon logiciel de facturation Pennylane pour créer automatiquement devis/factures à chaque fois qu'un prospect change d'étape dans le pipe commercial. Je vois qu'il y a 2 possibilités l'API (j'ai un développeur en interne) ou directement via Zapier. L'un de vous a t'il déjà testé…
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Group E-mail-100 At a Time
Hello PD Community! Does anyone know if you can upload your own e-mail template to be used on Group E-mail marketing (100 contacts at a time)? Or can you only use the 5 templates provided in the system that do not come with tracking or html? Thank you, Jessalyn