-
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…
-
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…
-
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…
-
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…
-
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?
-
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!
-
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?
-
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…
-
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.
-
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…
-
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…
-
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…
-
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…
-
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.
-
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…
-
2FA support with Authy / Google Authenticator/ MS Authenticator
This discussion was created from comments split from: 'Magic email' 2FA sign-in is beyond awful - please offer an alternative!.
-
Sending Emails on Behalf of Someone
Is it possible to send templated emails on behalf of someone on my team? This is in reference to a 1:1 email, not bulk. Thanks.
-
Help with creating new Google drive file
I have an issue with google drive sync with pipedrive and need some help. The bot doesn't have anything on my issue and I can't get any support. Is there a way to chat to someone online please? I have also attached a file that describes my issue with google sync. If anyone can help solve it I would be most grateful. Thanks…
-
Outlook Integration
I've been using pipedrive for about 60 days and really digging into integration and automation as of late. I was surprised when I spoke with tech support in regards to an outlook integration issue. Everytime I delete an email in outlook it deletes in Pipedrive (fine by me) but it UNLINKS the conversation from my client and…
-
Emails from Outlook to Pipedrive
Hi everyone, It was hard for me to find an answer to this one, but perhaps the community can help. We have automated webforms and livechat, so each lead ends up in Pipedrive as a LEAD. This allows me to create all sorts of wonderful workflow automatizations. However, around 50% of leads we receive are in the form of direct…
-
Product Description visibility in the add product section
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
-
How would I track event invitations and attendance in Pipedrive?
One of our main marketing activities is conference talks. How would I track invitations to such talks and respective attendance in Pipedrive? I would like to see a list of all people invited to a particular talk (title and time), as well as all people who attended a particular talk. And if we give the same talk (title)…
-
Group Emailing from Organization
I think it would be incredibly useful to be able to do group emailing through the organization list with the capability of all contacts in each organization to be copied on one email, instead of having to send each person a separate email. I have contacts replying to me asking to make sure so and so is copied on the emails…
-
One report/goal including deal value and Recurring revenue
Hi, the recurring revenue is not visible in the goals and reports with the deal value. So in the insights, the whole amount of the deal is shown in one month, while it should be shown divided into the months according to the recurring revenue. Can you make it possible to show these together in insights?
-
Email Threading with Automations
I posted this somewhere else and a lot of people agreed that they need this feature. Please create a feature to do email threading through automations. For example, I should be able to create an automation to do a follow up email in the same email thread on a delay. Unfortunately, I will need to look at outside tools since…
-
you can sync only contacts of which you are owner (in Pipedrive) to Outlook?
I was disappointed to find out you can only sync contacts to Outlook of which you are the owner. There is apparently no way for my team members to sync contacts i imported/created in Pipedrive to their Outlook contacts. Would think the goal of having a CRM system is to be able to share professional contacts among your…
-
Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…
-
does anyone know if / when there will be integration between Wix and Pipedrive?
does anyone know if / when there will be integration between Wix and Pipedrive?
-
Recurring Revenue not Accounted for According to GAAP/ASC606/IFRS15
The new recurring revenue "feature" in Pipedrive must be able to report and export deals with the revenue recognized in the months that the revenue comes in. Without this, everything has to be calculated by hand in order to forecast revenue. There should be a similar toggle to swap between Deal Value and Weighted Value…
-
Filtering by column in Tabular view
Currently, the Pipedrive tabular view UI only allows sorting alphabetically. I would absolutely love if I could bring up my deals page in the tabular view and filter the results. The only way to filter currently is to create a custom one each time - which is time consuming. If Pipedrive would change this UI to an excel…