-
New: Recurring Products Early Beta
We wanted to let you know that tomorrow we're releasing the new Recurring Products functionality to our early beta testers. What will you get with this release? Setup a Product to have a recurring billing frequency (weekly, monthly, quarterly, every 6 months, annually) and set up the billing cycles Define the billing start…
-
Outlook Calendar Colour Coding
I have a colour code on my calendar and have created a colour for "PD Sync." Does anyone know what parameters I can use to use conditional formatting to colour code the items I create in PD?
-
3rd party creating an API into our Pipedrive has 2 questions I can't answer, please help!!
Hi, A third party setting up an API to push records to us has asked me for two things which I can't find where to get. He has asked me the following: A) I don’t see the posting url, in other words the endpoint where we post leads - Where can I obtain that info please? B) Regarding the parameters, or variables, for each…
-
"Are you sure?" Pop up box after clicking on Won.
At our company when a deal is won we have an automation that notifies several executives about the won deal and many times unfortunately a deal is accidently won. Because of the automation they see they won the deal and are able to re-open it; however, it would be nice to have that option to keep this from happening in the…
-
firefox over chrome - I want do decide
Hi development+support team, hi Dominic Allon, In the last few weeks, I've been having problems with the organization popup [See all deals], which slows down Firefox at the end and I have to cancel and reload the page (popup). When I asked the official Pipedrive support team, they advised me to use Chrome or Edge instead.…
-
Change the Pipeline?
I need to only move a deal from one already created pipeline to a different already created pipeline. We realized it was created in the wrong one. What's the easiest way to do this?
-
Pipe drive Api not able to fetch more than 500 records
While retrieving data from the API in Power BI, I am only able to retrieve 500 records, but my dataset contains around 4000 records. What could be the solution to this?
-
How to create a list of won deals by customer
How do I create a list of sum total (£'s) of deals won by customer in specific time period?
-
Deals in Pipeline View - Email Visual
I think a really cool & helpful feature would be to show an icon on a Deal "card" in the Pipeline view, would to show an icon on the card if you have not yet responded to an email. I'm sure that's super complex, but would be a cool "quick view" who do I need to get back to right in your face concept. without having to…
-
email tracking should be visible to everyone in the same group
tracking of email should be visible to everyone in the same group or within the company. Without this feature, tracking is unusable.
-
Please put the 'does not contain' filter back.
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
-
Reporting on Payment Schedule
Dear PD, As a sales manager, I would like to see a further developed 'Revenue' / 'Payment Schedule', plus reporting. Suggestion for Payment schedule: * Copy the Total amount from the Deal Value (instead of manually filling it in) * Give the option to add % of the total amount per milestone (instead of now manually adding…
-
Is there a way to add a user created custom field to the summary section?
I have created a user defined field "Deal - Next Steps" and want it to show in the summary section. Right now it shows up in details. Is there a way to add or move this to the summary section. Thanks!
-
Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
-
New activity added won't show
Hi, can someone assist me? I am experiencing issues in adding an activity in the Pipeline. The activity will be added successfully but it won't show on the Pipeline. Please assist, thank you.
-
automatic query and mark done
Is it possible if I mark a meeting as completed to get a query with a preselection and depending on the selection, the deal is pushed to the next phase or rejected?
-
Custom Objects
Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC?
-
Draft Email Saving is slowing me down
Has anyone else noticed that when you use an email template to send an email, the automatic draft save feature blocks your ability to actually send the email for several seconds, and if you are not careful, you can navigate away before it has even registered that you wanted to send the email? This is slowing me down during…
-
Welcome new Beta users! ❤️ What's on the roadmap?
Hi all, As of today ~60 extra companies have access to our Beta for project management. We've been getting super valuable feedback already everyone, please keep that up! Tomorrow we have a one-day event with the project management team where we will roughly secure the roadmap for next year. As soon as we we finetune that…
-
LEMLIST & Automation: how to automate deal being moved when first email was sent
I have been playing with the automations in combination with the data imported from Lemlist. When a new contact gets imported from Lemlist (after successful enrichment), a deal automatically is added to my first stage in Pipedrive. I would like to move this exact deal one stage once I send the first email. Unfortunately,…
-
Stretching out the Contact Us Form on Wordpress Site
I'm trying to stretch out the Contact Us form on our website, but every time I put it on there it takes up about 1/3 of the screen and isn't even centered. I've inserted the code for the form into a codeblock because that's what WordPress allows, but if anyone can help with this that would be appreciated!
-
Bulk update needs the option to add to existing not just override.
The bulk update feature causes me issues because I can't add to existing, I can only over ride the existing. This is an issue for tagging additional information to a field that already has some values assigned.
-
Workflow automation not working when importing leads
Hi, all. I stumbled upon this shortcoming with lead import functionality not triggering any workflow automations. Perhaps someone has found a workaround? When importing leads in bulk (import data function), no Workflow automation gets triggered. I was informed by PD support that due to some shortcomings in the…
-
Emails sent within outlook, tracked in Pipedrive
Pipedrive's email composition always results in my messages being weirdly formatted. It's not a good look as an introduction to a prospect. There are plenty of email automation products that allow tracking when sent through their campaigns, but is there a way to simply send an email within Outlook, have it tracked by a 3rd…
-
Add hyperlink field to the organisation details section
It would be really useful to be able to add a field to the organisation details tab that expects a hyperlink. Ideally, it would allow a URL of any length, have the option to add a url name (what appears in the details section) and that URL name is clickable, opening the address in a new tab. This would allow pipedrive…
-
Is it possible to have a custom field for contacts that show the status of the email tracking?
Meaning a custom field that shows if an email has been read or a link has been clicked?
-
Email opens and clicks visibility to all team members
We've been working on a complex Pipeline process that includes email automation and we've noticed that the email tracking events are only visible to the actual sender of the email. Other team members can see the email in a deal's history but cannot see whether the email was opened or clicked. This is unfortunate as we all…
-
In Deals "List View" can I change the font colour
In Deals List view, my eyes have great trouble differentiating between the black and green font colour. Am I able to change the font colours. Is it possible to remove completed deals from the List View, can they be Archived? Thanks
-
B2C Sales Process
Ours are B2C - no corporate sales. Should I enter my prospects as leads or as people?
-
Projects API
I am really liking the updates you guys have been pushing out. What's the status of the API? I can't find any mention of it anywhere. I apologize if it has been discussed and I looked over it. I currently use the main pipeline as a project manager and rely on moving stages to trigger automations using integromat/make. Is…