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exporting detailed lists
to get a list of any one who works at a university that has either bought from us before or sent in an inquiry. I’m trying to include their title, email, university name and phone number, how do i do this
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Enhance Team Collaboration in Pipedrive with Email Commenting and @Mentions
Hello everyone, I have an idea that could make working with Pipedrive easier for all of us. Currently, there’s no straightforward way to directly notify team members about important emails that come into the system. My suggestion is to implement a comment field for emails where we can leave comments and directly tag…
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Can I enter a new deal into first stage of Pipeline?
Must an oppty be a Lead first to enter in a stage or sales cycle? How can I enter a new DEAL in one of the Stages?
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Leads: Kanban view is absolutely needed
My Sales Team of 80 ppl vote with both hands for Kanban board for Leads. We need to to see the status of each Lead at a glance (now we have mostly a mess there cuz there's no ways to track progress). I'm pretty sure this would be one of the best improvement of Pipedrive
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Emails not synchronizing
Why am I not receiving some emails and others come in without a problem? And, there is no spam folder within PipeDrive so some good emails are not coming in at all.
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Emails are not syncing.
Hello, since morning my emails in the Pipedrive is not syncing. And I also can't send any email. I get the below message when I am trying to send an email via Pipedrive directly. I have checked in the email integration setting in the Pipedrive and all seems working. "We’re sorry, but the message can’t be sent right now.…
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Dynamic Relative Date Input
I would love if Pipedrive's Activities creation process supported using relative dates in the date field instead of specific calendar dates. This functionality would allow users to set dates based on relative time intervals such as days, weeks, or months from the current date. For example, inputing "3 months" into the date…
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Dependent tasks in Project Module
Dependent tasks in Project Module is very essential feature. Imagine we have to paint the wall, however prior to that we need to make sure the 'right' paint has been chosen by the customer. Basically we need 'pre-requisites' in place.
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DEPENDENCIES Required on Projects
Projects needs to have the ability to change dates of certain tasks based on the completion of a previous tasks being completed or not. Asana calls these dependencies, and is a life saver. e.g. If an signed agreement is a task and other tasks cannot be started until the agreement is signed, then the dates of correspoding…
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Visibility of activities not working as expected
I have set visibility for Leads / Deals as well as Organisations and Contacts to whole organisations. However, (planned) activities are not visible to everybody. Can you please fix this?
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New Trigger on Archiving an item
I'm looking for a way to start automation when a Lead, Deal or Project is being archived by a user. At the moment I see only triggers on creation, updates or deletion. Would it be possible to add the Archive trigger as well?
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Deal and Activity Reporting Question
Our team is fairly new to PipeDrive and working on developing metrics and reporting for senior leadership. We are looking to build reports or a dashboard to show us the following for each of our Leads and Deals Aging Analysis Number of Phone Calls Made Number of Emails Sent Number of Activities to date Activities Planned…
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Product filters in analytics
Hi. We need product filters in analytics, how to understand which product is better, which sells more, etc. Products without these features are useless
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Forum function to merch or archive suggestions.
I would like for this forum to have a merch and/or archiving function that can be suggested by users. Currently there are more than 140 pages á 30 suggestions. Many of these suggestions are duplicated and some are certainly already implemented. So it would be good if you could clean up a bit. It would be cool if a user…
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Meeting scheduler in Europe 24H
When testing the meeting scheduler, it seems like even when the time zone is set to a 24H timezone such as Europe/Copenhagen the schedule to choose from is AM/PM?
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Address display in Calendar view
Is there a way to display an address in the calendar view for a Lead contact? For both the mobile app and desktop? Our sales people are used to being able to see an address at a glance with our current method of scheduling (apple calendar) - I see that I can navigate to the address via clicking on the contact within the…
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Can i use Merge tags to send a customer to their site?
I have started to send emails to my existing customers (Monthly Newsletters) Our business provides their own platforms and i am looking to send them to their own platform. I have created a field 'site name', and used merge tag in the email template. Is it possible for that merge tag to appear as it would a Link. If i was…
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Please scheduler meeting should enter agenda, without need to open ics file
HI all, To me scheduler is of no use, as customers do not open the ics file to put the meeting in their agenda and then they don't show up. It is to hidden and leads to a lot of no show. I kindly request scheduler sends out emails that enter the agenda directly, like gmail and m365 do, they appear in the agenda, with a…
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How to prevent an automation to be triggered when moving it back and forth from a Stage
I have created several automations, they move to the next stage after the last activity in the automation has been completed. The issue is, if the user made a mistake and has to go back to the previous stage, the automation kicks in again and create new activities even though the activities have been completed. How do I…
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Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work. How many orders a day do you receive? At what stage do you think OCR becomes worth it?
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Automatic assignment based on phone number starting digits (country code)
Hello, I would like to assign the deals automatically to sales people depending upon the country code in the phone number i.e. first 2 digits. How can I achieve that? P.S. I don't have address filed in lead form therefore getting country is not possible. Thank you in advance!
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Sending survey through Campaign
If I buy into an integration like Survey Monkey, will I be able to format a campaign with the survey questions embedded, or will contacts have to click on a link to Survey Monkey?
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Multi-Calendar Sync Solution
!Hello everyone! I was wondering if any of you have come across an app that can help manage and share multiple calendars per user effectively? Many of us in our organization are consultants and have to juggle multiple calendars, which makes scheduling meetings with clients and internally quite challenging. I have already…
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Option to hide description from synced calendar with pipedrive
The issue: Sometimes we have sensitive data in our descriptions in calendars. After we sync it with pipedrive, everyone can see it. The solution: The idea is to have an option to hide it. We could have then only our Title of the activity copied into Pipedrive so that also other users could access it.
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Triggering an activity from a date field
Hi All, Hoping someone may be able to help me with this. Is there a way to trigger an activity by a date field? e.g I have a date field for contract expiry under an organisation, and I would like to automatically create an activity to contact the client primary contact 3 months before that date. We use to able to do this…
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Share others users calendars
Currently you can create a calendar schedule according to your work schedule and share this as a link to leads/clients. I would like to see an update where I can share another users calendar on their behalf. For example Assistant shares Supervisors calendar to client synced with their schedule. That individual would need…
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Send a targeted campaign based on filtered people
Hi, I'm using one of the existing templated campaign automation's "Send a targeted campaign based on filtered people" The criteria is that if someone is moved to a specific pipeline stage, they have an email and are subscribed then they will be sent an email campaign. However it does not seem to be working or seems to work…
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Cold email outreach via pipedrive
Hi Pipedrive Community, I dont want to spend extra on email outreach tools such as yesware or mailshake. Will pipedrive soon have a "cold email outreach sequence" capability, where email outreach is scheduled? This feature is built in on other CRM like Contactually. Here's a sample cold email outreach sequence I would like…
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Stop Automated Email Sequence When a Prospect Responds
This features is so important to have automation stop if there is a response on email sequence. So many tools already have it including Gohighlevel, Close and Instantly. It would be so useful and helpful feature to have. Please consider this and make it part of future release.
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Wrong translation of 'Last Tuesday'
Today is August 7th, and this activity is written on August 4th. In English, 'August 4th' is written as 'Last Tuesday', but its Korean translation is misleading. It says 'Tuesday last week' rather than 'Last Tuesday'. --- To Korean speakers: 영어 'Last Tuesday'가 일률적으로 '지난주 화요일'으로 번역됩니다. 예를 들어, 8/4 화요일에 생성한 '활동'을 8/7 금요일에…