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Feature request: pin notes in expanded form
When we close a deal, we pin a note to the top of the deal containing implementation notes. Just the first line of those is visible and you have to click on the explained icon to view the full note. We'd like to be able to pin them in expanded form. After all, if it's important enough to pin the note, isn't it likely that…
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Trouble importing email addresses into Person type
I am importing some leads from a CSV file. In the Mapping view, pipedrive wasn't able to identify the field is an email, so I mapped the Person→Email data field to that field. However, in the test import (where I see the first 3 rows), I don't see the email addresses getting imported. Does the input data need to be a…
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Concerning Thank you letter after deal is WON
Hello I cant make automation when ever i close deal as WON and i want automation letter folow up to customer email adress. In Trigger i see only deal created deal delted or updated but no option deal is WON. Thank you Andrius
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MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
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Sort Variations alphabetically, or allow us to reord or search them in Add Products to a Deal view
Hi Product team, My company does a lot of bespoke quoting, and we have a very long list of variations per product. When I created them in Pipedrive, I made sure to add them alphabetically. However, since they are sorted by creation date, if I need to add a new Variation that starts with "c," it will end up after "z." They…
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Best Way to Remove Email from a Contact Who Has Moved but Retain Email History
We are trying to clean up our contacts and noticing that we know some people have moved and their email is no longer valid, but we want to retain the history of that email dialogue with them in Pipedrive. Is there a good way to remove email of someone who has moved but retain that dialogue? Maybe a way to mark an email…
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Is there a way to insert a form into an email.
Is there a way to insert a form into an email. Basic questions abou received goods, if quality was ok and if documentation arrived complete
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Hourly sales activity report missing
Currently I am doing this in excel and downloading data every day. It is showing me when a sales rep has added or updated an activity. This way I can see if they are active or not, hourly. It would be great to have this insight in pipedrive done automatically. It is a report showing Activities activity split by hour…
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PD email client - "Reply to" not working
Hi, if I get an email, which has "reaply to" header filled with a different address then the actual sender, it does not work in Pipedrive. Please, do fix this, as it is quite useful for example when receiving emails from contact form on a web. Regards,
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Track Employee Time
Hello! I am looking for a possible integration with PipeDrive that would allow us to track employee time sheets. Something that would allow our employees to clock in and clock out on specific jobs and then store that data either directly in PipeDrive or through a database service like Google Drive.
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Retirar informações de campos de múltipla escolha com automatização
A automatização atualmente só te da opção de acrescentar uma informação no campo de múltipla escolha. Deveria ter uma opção para retirar uma informação do campo de múltipla escolha. A única forma atualmente é criar todas as combinações possíveis de resultados para que uma determinada condição tenha uma combinação…
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Ability to send automated report (export to rest of team according to schedule)
Please can you set up the ability to export reports (i.e. Global Dashboard) according to a schedule to the rest of your team. Triple Whale does a good job of this. You choose the report, schedule/time, and recipients. You can then choose format. At the moment, I have to download the report as a pdf and send to the team…
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Linking Products to Projects
Hi Pipedrive, I understand there is no way to link Products to Projects. PLEASE consider allowing that - it would be so helpful. Thank you!
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Web Traffic Analytics Data
Hi there, were looking for something to be able to track our web traffic, such as unidentified web visitors, time spent on page, identified visitors, etc. The Web visitors add-on from pipedrive doesn't give much data on this, so we would like to look into some other options. Currently were looking at GAconnector and…
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COLOR CODE the fields in the Deal > Details window
In the Deals window.... in the Details section on the left...Our company, for example, has almost 30 fields, just in the Details section, that have to filled out to sell and deliver a product. Those fields are filled out by sometimes 3-6 people by the time the product gets sent.It is more difficult that it has to be,…
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Request: specific forms should be able to trigger specific email sequence
While testing the web forms we've encountered an issue limiting our automation workflows. Concretely we want to automate specific email sequences linked to completing specific web forms. For example: download report on landing page --> add as lead --> confirmation email --> invite to set-up meeting email --> reminder if no…
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Recurring revenue on products!
If you are running a business with a recurring revenue model, such as SaaS, it would be good if you could add recurring revenue to products. As you create your new deal and select the appropriate product/s, that would then dictate the recurring revenue as well. It should be possible to then make changes on the deal if a…
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Use product category in filter options within Insights
It would be really nice if you could create reports in Insights based on product category. We are now using the current feature to be able to add products on a report. But when you introduce a new product, you have to add it again to all your reports. That is quite laborious when you have a SaaS platform where many add-ons…
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Automation Flow to update existing deals
Hi There I'm trying to set-up an automation, where once a new deal is added to a contact, that contacts previous deals are automatically updated to 'won'. Example is we have 3 types of deals, Trial user (Not won), Subscribed user (won), Document order (won). Either a trial or subscribed user can order a document. Most…
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Is there a solution for rebids or subsequent bids on deals?
As a construction sub contractor we need to deal with several iterations of project plans before the the project gets awarded. We need to submit a bid for each iteration either for the same value or an updated value. I was wondering if there is a way to handle this situation effectively Pipedrive
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Removal of Duration Field?
Hi Everyone, I received an email from Pipedrive yesterday informing me that the "Duration" field from the Products table will be removed June 9th, and to be completely blunt, this will render Pipedrive useless to us. We're a staffing company where our product is different categories of Staff at different tiers, which our…
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Lead Provider in Deals reports
At the moment everything has to be split into Lead data or Deal data, but one of our most import reports is analysing Deal data from a specific 'Lead Provider' which is only in Lead data and not Deal data. Currently I just have to export sperate excel files and merge them in Power BI but wanting to be able to do this in…
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Changelog for Projects add-on
It would be super useful to see a changelog for Projects in the same way that it is visible within a tab for People. For example, there is currently no way of seeing at what time a project progressed to the next stage. Even hovering over the stages doesn't show how long its been in each stage making it difficult to track…
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Expand All / Collapse All for Field Groups in a Deal
Our users are complaining how much scrolling they need to do on a Deal because we have added a lot of custom fields. They have asked for a 'Collapse all' button at the top of the left pane on Deals, and/or for the Details section as that's where the custom fields and multiple fields groups are of course. To give you an…
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Create folders for the emails templates
I have tons of email templates related to different emails sequances. Would be great to have folders.
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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.…