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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?
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SmartDocs Mapping - Product date of invoice - Feature request
Hi, It would be great to be able to map the new field "date of invoice" in a deal list of products inside a SmartDoc. Thanks,
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Can Autotrader integrate directly into Pipedrive?
I'm unsure how to go about this. Autotrader mentioned that they've previously given their API details to other CRMs and they integrate from their end. Is it possible? Does it need a developer?
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Trigger automations on import
It's ridiculous that automations can't be triggered on import. Deals can be created on import. But "Deal Created" triggered automations can't be triggered by a deal that is created by an import. The same goes for contacts. I can create or update a contact on import but then I have to take additional steps to trigger…
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New: Update to exporting email addresses and phone numbers
Hey Pipedrivers! Here’s a small but important update to exporting contact data. What: When exporting multiple contact phone numbers and email addresses, they will be collected in separate columns instead of one column. Therefore, you no longer need to use a spreadsheet split text function to do this. When: Available now…
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Possibility to delete any e-mail linked to my deals
Hi team, I know that I have the possibility to unlink a conversation from a deal, if that conversation comes from my inbox. But I can't delete a conversation from a deal of mine if that conversation is there because of the synchronized inbox of another colleague, since no "Unlink this conversation" option is available for…
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Korean version typo: '나타나느' → '나타나는'
Greetings, I'm reporting a Korean translation typo. This is the screenshot of adding a deal. In Korean version, the pop-up window contains a typo. The word '나타나느' must be '나타나는'. But then again, the whole sentence sounds very awkward to Korean speakers. '현재 뷰에서 표시되는 필드는 설정에서 변경할 수 있습니다' sounds better. Hope this helps.
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Live Chat sound notification
We have missed so many live chat messages - when we used Tawk.to it would ring like a bell whenever there was a live chat waiting. For a small company like ours, we only get a few chats per week so we're not always looking at it.
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Email templates - needs new grouping access
A customer of mine uses a lot of email templates (over 100) and they are 50 users. The problem is that they want to share their templates to a small group of users not all. Today a template could only be private or public. The idea is to create a new group that could be "visibility group" or team. Another idea is that you…
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Store Company Settings for emails
Several clients have decided not to use Pipedrive standard font Arial. In my case they have decided to use font Verdana and size Medium. The problem is that for every email they write they have to change this manually. The suggestion is to store this default email font and size information in Company Settings (or Personal…
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How to continue an email sequence when there is no answer
Hello, I've been trying to create an email sequence to send a first email when a deal is moved to another stage, and then send another email three days later if there is no response. However, it isn't working. Is there anyone who knows the conditions for this kind of scenario?
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One of my new custom fields isn't showing up - what am i doing wrong?
I have a company invoice field that needs to show up, there are 38 organizations that use it, but it's not showing up. Any advice, please? Also weird it's showing up in different order to what i selected.
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Count of signature requests in SmartDocs
I am wondering if there is a place where I can check how many signature requests have been used in a given month (given that we're on the Essential Plan and are using the Smart Docs as add-on). Also, I would like to know what does count towards a request: e.g. one document with 3 signers on 2 different pages means 1…
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Has anyone worked out a way to send automated meeting reminders to the sales team?
I want to make sure the sales team don't miss any meetings. Obviously they shouldn't be! But is there a workaround to send a meeting reminder to the sales person e.g. the day before a meeting?
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Loss of feature in emails, view email in inbox
I believe there has been a loss of an important feature in recent updates. When viewing a person's page, all emails with that person are listed. The triangle on the right still can be clicked to see the full conversation, but in that screen, the option to click and see the email in the inbox is no longer available. This…
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Microsoft Teams - Private Channel
I've discovered that it is not possible to add Pipedrive Bot to a Private Channel in Microsoft Teams. Are there any plans to change this, or does anybody have a workaround without creating a brand new Teams group for specific users?
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Automate / API export insights data
Hello community, I'm interested in knowing if there's a method to automate the export of insight data or if there's an API available for this purpose, allowing exports on a periodic basis such as weekly or monthly. Could anyone provide guidance or share their experiences with this? Thank you!
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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?