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Critical Privacy Issue: Emails within company (e.g.: with HR, CEO, etc.) are synced
(This is a critical privacy loophole) My emails to HR, Supervisor or CEO can be synced in Pipedrive. This is a very severe privacy risk and breach for Intracompany communication. A common test of the sales pipeline is testing with an employee's work email address. If a work email is entered into Pipedrive then the full…
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lead form - disclaimer - any way to suppress?
Is there a way to suppress the disclaimer on lead forms? When collecting name and email without a text box it seems silly to remind users to "never share sensitive information (credit card numbers, SSN, passwords) through this form.
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Event in Zapier: Updated Activity? doesn't exist
We have successfully used the "New Activity" event to notify team members when they are assigned to an activity (using Slack DM notification through Zapier). Our goal is now to notify users when an activity is updated...ideally because that activity has now be assigned to them specifically. There are a number of instant…
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Converting leads into deals with specific label
I have a small suggestion that could improve your already great product. So the task. I have a lead with a specific label. I need to convert it to a deal right away with a specific label. I sat for several hours, but could not find a suitable field. It would be cool and I think convenient if it were possible to set up…
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CC Ability on Email Templates
I understand that Pipedrive currently does not allow for an email template to be built with a cc email. For instance our order confirmation email template not only needs to go to the customer but also to our orders team --- currently our sales team has to remember to type our orders team email in as they send the email.…
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Quickbooks Integration for multiple users
Hey guys i'm having an issue with my quickbooks integration. My organisation is only able to connect one user account to quickbooks, however we require multiple users to have access for invoicing through pipedrive. How can i have multiple accounts achieve integration?Â
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Adding data in a field to an Email notification
Hi all, I am trying to add some information to my email notification. Basically I just want to include a Google Drive link that is stored in a Field. Google Gemini suggested this: But that doesn't work. The Activity Deal Title part works, but the {{deal.Google Drive/ Basecamp URL}}part just show the text exactly like that…
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create email templates with product-related fields
In such a way that we can talk to the customer about the products purchased.
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Customisable navigation: Seeking feedback regarding company-wide configurations
Hello, In light of the recent release of our customisable navigation feature, we've received numerous positive comments and some requests to enable company-wide setups. To gain a clearer understanding, I'd like to ask the following: How many of you would be interested in having the option to customise the left sidebar for…
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Are there any new developments in tracking emails sent through Gmail?
I understand there have been past talks about adding tracking functionality to Gmail, Outlook, etc., so that emails opens could be tracked when sent from those apps and not only when sent in Pipedrive. Would anyone know if there are any new developments in this area? Thank you!
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What phone apps are best for use with Pipedrive for multiple team members
Hello! Our team is expanding and I'm looking for the most effective phone app/integration that can be used from Pipedrive, with the ability to call from one mobile number. Basically our workplace has a phone number which is a mobile number. I'd like new team members to be able to make calls in Pipedrive while they're…
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Automations based on the Date a previous Deal was created
I would like an automation to highlight when we set up a new Deal for a new or returning customer when that customer hasn't worked with us for a set period of time (say 6 months). Trigger = When a new Deal is created. Condition = where the new Deal primary contact has no other Deals linked to them created within the last 6…
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Suggestion: The "Deals" and "Leads"
Suggestion: The "Deals" and "Leads" should be in the "Focus" section
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Automation Required? Last Activity Date not Updating After Emailing a Lead
I am emailing leads from the application and the "Last Activity Date" is not updating when the email is sent. Does this require automation? If so, How do I automate this? Its confusing.
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Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
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Automation for Stale Contacts?
I have certain contacts that I want to follow up with that will not have deals associated. I'd like to be able to automate the creation of an activity so that I am periodically tasked with following up with contacts. Can this automation be created? If a specific example helps - I'm going to have contacts that have a Label…
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Webhook Action in Workflow Automation
So the new workflow automation is really awesome! it would be really helpful if we could have it trigger a webhook action as well.
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Just found that Projects lack of webhooks support!
I discovered Projects last week and seemed to be a perfect solution for our use case but I've just found that Projects lack of webhooks support. What's the ETA of this feature?
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Webhook triggering only on a specific field change
Hello all, Is it possible to have a webhook which triggers only on a specific field change? I've tried with Zapier, Make/Integromat and n8n, but as the webhook triggers on any update on any deal, it quickly uses all my credits in Zapier/make/n8n The first step in my automation is to check if the specific field I'm…
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Deal value not achieved, how to record this
If a deal does not achieve the potential target, what can I do to ensure that insights picks this up and does not count the "potential" value, but does count the actual value. I would prefer to not alter the Deal potential value to the actual value as this would conceal the loss in projected income. We do not use PD for…
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How to create a workflow automation when a product is removed
I'm trying to track when a Deal Organization rejects a Product from the proposal we receive and our team removes the Product. Is there a way to create a workflow automation whenever a product is removed from a deal in Pipedrive? Criteria: -Deal is created. -Deal Organization receives Document. -Product is removed from…
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Documentation: missing filter project_id for notes endpoint
Hi! I've found the project_id query string filter is missing in the Notes endpoint documentation
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Make officially possible to update variations by API
Hello, There is no endpoint to update variation by the API (). It's only possible to get a product with its variations. To mass update yours prices in our more than 15000 products, it's complicated... Is it possible to add endpoint to make it possible ? Have a nice day 😉, Ségolène
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Readiness to Buy (1-10) - AI
I have recently tried out the new AI chat summary function, this is really impressive and I can see some really strong use cases for this outside of the email summary itself. Specifically, the "Readiness to Buy" score. This score seems to be really accurate and I could see this being a useful tool for businesses with a…
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Attaching Products
It has been identified there are two different prompts when adding Products to Deals. In the first prompt, you are adding a deal using the pop up box. The button to attach products in the pop up is clicked and the line item data field appears, however you have to start type at least first 3 characters of the product name…
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Add a List view option to All templates screen in Smart Docs
Please add a List view option to the ‘All templates’ screen for Smart Docs. Many of our templates start a with standard prefix and the (only available) 'masonry' view truncates nearly all template names. This makes it difficult for our users to ascertain which template they want to use each time, and requires them to open…
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How many Pipedrive users are in Lithuania?
We are thinking of releasing app integration with Pipedrive, but before doing that it would be great to understand Pipedrive's potential in certain countries. Maybe anyone have any number of how many users are in Lithuania?
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Response time
My business revolves around creating leads via ad forms, so speed in contacting them is crucial. I would love to track the time it takes (on average) between the creation of a deal until the first stage change occurs to evaluate the speed of my callcenter workers. The first step I took was to implement a custom field that…
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Adding project template to existing projects
Hello - how do I add a new project template to existing projects?
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Lost Reasons by Stages
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.