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How can I format auto fields in email sent via Workflow Automation?
Hi, I am struggling to turn my dynamic fields into bold font (while leaving the rest of the text as regular) in the body of an email sent via Workflow Automation. Making the field's name bold does not seem to work. Please help! Arthur
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Why limit to 3 active sessions on different devices?
I have a computer at work, one at home, an iphone, and an ipad. Your software only allows three active sessions. I have to logoff my other accounts all the time when I'm switching systems. This is a bad architectural decision and needs to be changed. I do not understand why you'd limit active sessions to three.
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Alternatives to Deals Won or Lost
I'd like some additional options in the Deal area or at least the possibility of a Deal being classified as "Closed" (in this case not the definition usually applied to a deal closed and won). I know I can delete a deal, however I also want to indicate where deals have cease or "died on the vine" as they say ie a deal can…
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Ocultar a barra lateral de insights
Gostaria de saber se é possível ocultar essa a barra lateral da pagina de Insights. Não se faz necessário ficar essa barra lateral aberta o tempo tempo, nas outras paginas essa opção já existe, como por exemplo, na pagina de organização.
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New to Pipedrive, Questions in body
Hi! We have been on gohighlevel for a year and customized it with numerous webhooks, integrations, and automations but it just isn't working for our growth. Does anyone know someone who can migrate us completely, we can do ourselves but do not have the time. Phone/SMS apps - we have installed justcall, but looking at…
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Split the phone number fields
Hi there, Although Pipedrive is very easy to use, there is one thing I don't like: different phone numbers (work, mobile, home, etc.) are stored in 1 field, having following disadvantages: list view and export : alle phone numbers are stored in 1 field / column sync with other tools : info is los I have created a separate…
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Trigger Deal Created - Triggered by Import
Hi there, did pipedrive made changes by the Trigger recently? We had a lot of customers with a trigger by creating a deal. Like: Create a activity when a deal is created in a specific stage. A few customers are importing there data from other tools and in this case the automations are not be triggered anymore. They need to…
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Automation for new users
Dear Pipedrive Team, I'm writing to suggest a valuable improvement to your automation features: the ability for users to send personalized welcome emails to new Pipedrive users. Currently, Pipedrive automations lack the flexibility to trigger emails based on user creation. This limits the ability to automate a crucial part…
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Customize Timeline for next activity on leads activity
That you would be able to customize these automatic follow up options to whatever your time preference works best for you to reach out to leads - like as an example next month, next quarter or in 6 months.... Please see attached screenshot.
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Pipedrive best practices for Nonprofits?
Hello Pipedrivers, I am a freshly-hired Campaign Manager for a Nonprofit in Clackamas County, Oregon. I am familiarizing myself with Pipedrive in my onboarding process and trying to utilize it to its fullest capacities as our organization will likely be in an active capital campaign sometime in the next six months. We have…
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Conference Room reservation
Hey Did you know any solution to show conference room calendar in Lead, to check avaibility and make a reservation? Maybe product as a calendar avaible ;/ We are working on google workspace
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Ability to create custom objects / items and attach on them custom fields.
Hi there :) I own a small web agency where we manage 50+ websites on a regular basis, including some on the behalf of other agencies. I would love to create a custom "website" type and attach custom fields to it (last time updated, contacts associated, notes, activities, etc...). I want to be able to link deals to those…
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Phone Integration with Vodafone?
Can we link our phone system 'One NZ' AKA 'Vodafone' with Pipedrive? So we can track all inbound calls that our customer service team gets. Any ideas here? Thanks,
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Matching Labels of Person and Organization
I have tried to create an automated workflow for when an organization label is changed, the persons linked to that organization are changed to the same custom label. At this time, PipeDrive states it cannot be done. For example, I have created custom options for the organization label for "client, former client, employee,…
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What automations are what?
I am making progress setting up a few automations. I'm trying to understand which deal (in my case) a running automation is for, and/or what automations fired for a deal? Is there an easy way to see active / history of automations for a deal? (I see I can go into the running automation or history and by clicking the right…
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How can my business assistant could use my Link's for appointment without going on my account
Right now, when she uses her account and sets up an appointment, the links are hers (Zoom/Team/Google). If we connect my meeting accounts, I can't connect them to mine, and it won't be practical for her to set up her meeting. This wastes our time, and CRM should be able to save us time! 😃 @Andreia Costa Thanks for helping…
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How do you learn about the companies processes to make a PD?
I am a software developer, and I have been tasked with designing and implementing a pipedrive for a third-party company. I've already learned how to automate tasks, and I still need to learn about integrations. But there's a topic I haven't heard about yet, and that's the process where the client company expresses their…
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Products Area
The products area really needs allot of help ~ I love how the product integrates with Pandadoc's as our last CRM did as well. Pipedrives integration works better hands down. However the producs list is not sortable ~ this makes it very difficult to find items. Panda has catagories so you can create subcatagories for each…
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Automatic description for product
A nice thing will be to add automatically a description when you add a product into a deal. Therefore, you can export easily to Pandadoc for example to send a quote to a customer.
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Undo Send for Email
Hi, Do you have any plans for an "undo send" feature in Pipedrive? Like Gmail, this would give you the option to prevent an email from going out for 10~30s after hitting send. As I'm using Pipedrive more to email clients and prospective clients, it would be really helpful for those mistakes spotted just after hitting the…
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Merge duplicate contacts, but keep them in Outlook with all users
Hi, there, In our organisation we are facing a challenge: three users, all 2-way syncing their contacts with MS Outlook. Once you merge f.i. 3 contacts record synced from 3 different users, there will be just 1 contact remaining in Pipedrive connected to user #1. But.... the records are removed in Outlook contacts from…
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Activities created via automation show up on my calendar but not on the Contacts Page
My Automation creates a activity to "call the prospect in 1 day" I ran the automation today and the call showed on my calendar however not on the Contact page. I was hoping to go to the Lead contact page and see the email that was sent and the activity for tomorrow. Is this an error or does the automation not populate…
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Text message integration (Apple)
Is there any software that would allow text messages to be recorded in PipeDrive? I don't necessarily need to send texts from PipeDrive (although that would be GREAT!) I would like to have some software that would allow text marketing, autoresponders, keyword triggers, etc that would work with, and be recorded into…
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CalDAV & CarDAV sync
Hi there, We are very happy with Pipedrive, but our mail and contact directory is not Google. We use Fastmail, with services based on CalDAV and CarDAV protocols. Does CalDAV and CarDAV procotol support is in the roadmap? Or do I need to continue to use external tools such as Harmonizely for scheduling meetings with my…
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Adding discount field in specific amount/precent from total price, not only in % for each products.
Adding discount field in specific amount/precent from total price, not only in % for each products.
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Attach Product's attachments to smart doc
The product’s attachment should be capable of being added as attachments in a smart document. For example: I have products, each with a file named “datasheet.” I would like to create an offer and automatically attach the datasheets of the offered products to the document.
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Insights on Messages/Emails related to deals only
Hi, so I want to evaluate opening & click rates for emails that are sent to deals only and per stage. This would be an important feature to understand the success of the funnel and where to test/improve. Please consider that filter option for the insights asap, as this is key on understanding what you're doing and if it's…
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How can I Use Zapier to Get Calendly Checkbox Answers into a PipeDrive Custom Field
I have a Calendly question that asks the prospect which of our products they'd previously purchased: I then want to create a Zap that puts this into a custom field in PipeDrive that uses the Multiple Options field type. How can I do this with Zapier? When Zapier pulls in the list of products, they look like they’re just…
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Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
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Multiple Custom field creation using api
Hello everyone, i have been trying to create multiple custom field on pipedrive crm object, it's fine if we create one but while creating multiple custom field it throws me error "body invalid" . Is there a way to fix this or alternative method to do this