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Batch create deals from contacts
I'm looking for a better way to select multiple contacts and then batch add them to an existing pipeline. I found this video that show how you can do it with automation. It's less than ideal https://www.youtube.com/watch?v=aNm-PBE2o_Q TBH it's perplexing to me that this is not something that's already built in. Any ideas…
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Company Financial Year setting
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
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Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
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Work around with automatisations for the problem of due dates in project activities?
We do have a strong issue with projects-date-dependency: if you are using a project-template, it always has a starting date. Once you are not 100% sure about the starting date (as it is always a bit dependend on the client), or when some steps get dalyed, you do have a problem with all the activities pre-defined in the…
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Selecting Lead title
I wanted to know from others what is the best title for the Lead? Pipedrive by default use organization name in the title. How others are handling the title?
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Lead vs Contact
I have been a small business owner for a while. I do not understand the difference between "lead" and "contact" as it pertains to Pipedrive CRM. I have looked for help articles and cannot find information. Most importantly, how does the differentiation: * Affect the way I use Pipedrive? * The way I enter or upload my…
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@Mention Alert from an Audio Note
Hello, Our team is new to Pipedrive and love the audio note feature within CRM contact records, as well as upon import using the Business Card Reader. It would be great if there could be a way to add a feature/function to Audio Notes that allows you to Tag (@Mention) a person to share the audio note with, and alert that…
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How can I re-open deals when an email is received?
I'm making some automations to send drip campaigns. I want it so that when someone replies an email, the deal is opened. Is this possible with either Automations or with Zapier?
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Concerning offer of product for end client.
Hello, i wanted to ask if there is possibility to send offers to customer directly from Pipedrive? Now we are using email templates to save as offers and then we send it. I saw that Pipedrive have ability to save products and add it to deal but this product cant be sent to customer directly. Can I send products directly to…
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Use AI to create leads from emails
This discussion was created from comments split from: AI + Automation opportunities .
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How this sequence can be done with automations?. I tried but it appears not to be working
How can I apply this sequence with emails? (photo attached)
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Selecting Activities as Private
When creating activities would like to be able to select whether they are Private or Public. Please can you add this to your product maintenance.
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Feature request: pin notes in expanded form
When we close a deal, we pin a note to the top of the deal containing implementation notes. Just the first line of those is visible and you have to click on the explained icon to view the full note. We'd like to be able to pin them in expanded form. After all, if it's important enough to pin the note, isn't it likely that…
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Trouble importing email addresses into Person type
I am importing some leads from a CSV file. In the Mapping view, pipedrive wasn't able to identify the field is an email, so I mapped the Person→Email data field to that field. However, in the test import (where I see the first 3 rows), I don't see the email addresses getting imported. Does the input data need to be a…
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Feature Request: Manual adjust "time in stage"
Occasionally when adding new (or older) deals, changing deal stages or moving stages between pipelines (and deleting old pipeline), time in stage is either not represented accurately, or can be missing completely. This of course affects accuracy of data and reporting. I think its important to be able to adjust the "time in…
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Concerning Thank you letter after deal is WON
Hello I cant make automation when ever i close deal as WON and i want automation letter folow up to customer email adress. In Trigger i see only deal created deal delted or updated but no option deal is WON. Thank you Andrius
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MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
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Sort Variations alphabetically, or allow us to reord or search them in Add Products to a Deal view
Hi Product team, My company does a lot of bespoke quoting, and we have a very long list of variations per product. When I created them in Pipedrive, I made sure to add them alphabetically. However, since they are sorted by creation date, if I need to add a new Variation that starts with "c," it will end up after "z." They…
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Best Way to Remove Email from a Contact Who Has Moved but Retain Email History
We are trying to clean up our contacts and noticing that we know some people have moved and their email is no longer valid, but we want to retain the history of that email dialogue with them in Pipedrive. Is there a good way to remove email of someone who has moved but retain that dialogue? Maybe a way to mark an email…
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Is there a way to insert a form into an email.
Is there a way to insert a form into an email. Basic questions abou received goods, if quality was ok and if documentation arrived complete
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Hourly sales activity report missing
Currently I am doing this in excel and downloading data every day. It is showing me when a sales rep has added or updated an activity. This way I can see if they are active or not, hourly. It would be great to have this insight in pipedrive done automatically. It is a report showing Activities activity split by hour…
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PD email client - "Reply to" not working
Hi, if I get an email, which has "reaply to" header filled with a different address then the actual sender, it does not work in Pipedrive. Please, do fix this, as it is quite useful for example when receiving emails from contact form on a web. Regards,
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Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
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Track Employee Time
Hello! I am looking for a possible integration with PipeDrive that would allow us to track employee time sheets. Something that would allow our employees to clock in and clock out on specific jobs and then store that data either directly in PipeDrive or through a database service like Google Drive.
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Retirar informações de campos de múltipla escolha com automatização
A automatização atualmente só te da opção de acrescentar uma informação no campo de múltipla escolha. Deveria ter uma opção para retirar uma informação do campo de múltipla escolha. A única forma atualmente é criar todas as combinações possÃveis de resultados para que uma determinada condição tenha uma combinação…
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Ability to send automated report (export to rest of team according to schedule)
Please can you set up the ability to export reports (i.e. Global Dashboard) according to a schedule to the rest of your team. Triple Whale does a good job of this. You choose the report, schedule/time, and recipients. You can then choose format. At the moment, I have to download the report as a pdf and send to the team…
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Linking Products to Projects
Hi Pipedrive, I understand there is no way to link Products to Projects. PLEASE consider allowing that - it would be so helpful. Thank you!
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Web Traffic Analytics Data
Hi there, were looking for something to be able to track our web traffic, such as unidentified web visitors, time spent on page, identified visitors, etc. The Web visitors add-on from pipedrive doesn't give much data on this, so we would like to look into some other options. Currently were looking at GAconnector and…
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COLOR CODE the fields in the Deal > Details window
In the Deals window.... in the Details section on the left...Our company, for example, has almost 30 fields, just in the Details section, that have to filled out to sell and deliver a product. Those fields are filled out by sometimes 3-6 people by the time the product gets sent.It is more difficult that it has to be,…
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Request: specific forms should be able to trigger specific email sequence
While testing the web forms we've encountered an issue limiting our automation workflows. Concretely we want to automate specific email sequences linked to completing specific web forms. For example: download report on landing page --> add as lead --> confirmation email --> invite to set-up meeting email --> reminder if no…