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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?
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Custom Objects
Any thoughts on adding custom Objects to Pipedrive, somewhere along what you can do in SFDC?Ā
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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 duringā¦
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Welcome new Beta users! ā¤ļø 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 thatā¦
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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,ā¦
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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!
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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.
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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 theā¦
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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 3rdā¦
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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 pipedriveā¦
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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?
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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 allā¦
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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
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B2C Sales Process
Ours are B2C - no corporate sales. Should I enter my prospects as leads or as people?Ā
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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. Isā¦
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Filter by number of leads/deals per company
I add new leads/deals on a monthly basis. In some cases, I'm already working leads/deals for these companies, and it would be redundant (and horribly clumsy) to start a similar outreach process for the same prospect while another is in progress. From a sales perspective, the message would be change, too: It's one thing ifā¦
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How to manage sales follow-up in Pipedrive
Mastering the art of following up is the best thing a salesperson can do to close more deals and generate more revenue for the business. In this video, I share some tips on how to manage your follow-up using Pipedrive. I share some best practices to follow and some common mistakes to avoid.
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Marking activities as "Missed" or "Incomplete"
Some activities are time sensitive and can only be completed by a specific due date. If those activities aren't done on time then you can't "Mark them complete" but since you can't complete them they'll currently just linger on your "to-do" forever. It would be helpful to be able to mark an activity as "Missed" so we don'tā¦
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Reports across Multiple Pipelines
Hello, I currently have a sales process for a B2B SaaS and we recently shifted from 1 big pipeline to 3 shorter ones. Here were our stages * Lead-in (We can't use Leadinbox because you can't filter by address) * Cold * Warm * Reschedule Demo * Demo Set * Set Trial * Onboarding * Monitor * Ready for Close We used to haveā¦
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Project Task Dates Linked to Previous Task (Dependencies)
The project feature is amazing BUT I really need a way to link one task's due date to a previous task in the project. Ideally I would like to be able to set this up in templates so that I make sure dates will automatically be updated if a project is delayed in the pipeline.
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Just thanks!
Hello there! I'm often the one pushing for more features, as you may have noticed! š Sometimes, amidst the hustle and bustle, we forget to express gratitude. Since I couldn't find a specific place to send a thank you message, I'll leave it here. So, a big thank you!!! For nearly a decade, I've been using Pipedrive. I workā¦
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Workflow automation based on unopened email
Can I create workflow automation based on the status email tracking? For example, if the original email was not opened in 3 days can it be resent?
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Admins Should be able to make Filters Shared
We are at a standstill on an important email campaign because a highly-curated filtered list of People was marked as private by a user, and now this user is on leave and we are unable to access their filtered list! Admins should be able to see (and edit) all filters! And in Campaigns, the name of that filter is not visibleā¦
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Admin Log in as User Feature
I thought I would find this discussion already started, but did not, so forgive me if this has already been started. As an Admin, I would greatly appreciate the ability to log into Pipedrive as any specific user and see how that user see Pipedrive based on their visibility settings and permission sets. It would also beā¦
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Pipedrive calculating total value, total cost, neat margin of a deal in the "add product" input wind
Whenever we win a deal we are interested in the total value of it and we do this by adding the products to the deal. At the same time we need to keep track of the cost of those products for us, so we can calculate our neat margin on the deal. We'd love to be able to not only add the "cost" field to products, which ofā¦
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Can I have hidden web form fields?
I'm testing the lead booster web forms feature to streamline our lead generation process. We need to send some lead custom field values that shouldn't be visible in the Contact us form. Do web forms support defining custom lead fields as visible/hidden? Can we set the values for hidden custom lead fields programmatically?ā¦
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Send group emails to ALL the email addresses of the selected people
I discovered that when sending group emails, if the person has multiple email addresses, the emails are only sent to one of them. In my opinion this is very inconvenient and if you don't know it you can make serious mistakes. Therefore I was wondering if it was possible to implement the function to send the email to allā¦
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Instant condition doesn't work at all
Hi, I am struggling to optimize the automation on Pipedrive which I really hate :( I hope there is anybody who can help me!!! I don't know what I did wrong. Below is my full automation flow that I am working on As you see the number 10, instant condition which is supposed to check whether I get any reply form the emailā¦
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'Magic email' 2FA sign-in is beyond awful - please offer an alternative!
I love Pipedrive and almost every feature that it offers. So, I take no pleasure in the fact that Pipedrive also contains the single most infuriating 'feature' among any of the 10+ apps that I rely on to run my business. 'Magic emails' for 2FA are beyond awful. I struggle to describe how broken, nasty, and messy thisā¦
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See Custom Fields from contact in deals and and Vice Versa
Hi all, I want to create custom Fields for example for a person and I want to see them also in Deal-view. And I also want to do this vise versa. When I create a custom field in the deals, I want to see it also in contact. How to do that.