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Lead List Links
Hello! We are relying more and more on the Leads Inbox and running reports off this inbox for lead metrics. When I create a filter of Leads, I am not able to copy the URL and bookmark it for checking on this list "report" in the future. This exists for Orgs, Deals, and People. Could linkable filters be added to Leads, too?
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Notifications of new lead assignment?
When I create a new lead and assign it to another team member, how can I have him receive a notification of the new lead? He has all 3 notifications enabled @ Personal preferences > Notifications > Deal and contact update emails * Updates about deals I follow * Updates about organizations I follow * Updates about people I…
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Admins Should be Able to Adjust Linked Emails
As admins, we want to be able to adjust which Contact or Lead/Deal an Email is linked to. Either due to automatic linking (which we dislike and ask all Users to turn off), or through mistakes, there are often irrelevant emails linked to Deals. Admins need to be able to adjust these, but we are currently not able to do so.
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Download invoice copy
This discussion was created from comments split from: Pipedrive live chat support "Chat with us" .
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How to send an email every time a deal gets created?
We use deals as leads, so everytime someone fills out a form on our website, it automatically creates a deal and assigns it to someone. How can I give this person an email each time this happens so they are notified? I had an automation setup so that every time a deal is created, it sends an email from my email to the deal…
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NEXT STEPS are refreshing to original after page refresh.
yup. when making a change on "next steps" our changes are not saving. all of us are global ADMIN
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Dashboard for Closable Business
I would like to create a Dasboard to follow up on Closable Business and set also monthly targets to create this closable business (or in other words converts your pipeline into higher sales stages). Closable business is business that comes into a Stage 5 (Negotiation phase) of the Sales Journey. I can create this view in…
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Microsoft Excel Integration in Documents tab
We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path: Deal>>Documents>>Create New then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:…
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Produtos com desconto do custo
Responsáveis do Pipedrive , tem 2 coisas que somos carentes quanto ao programa pipedrive. 1- Aparecimento dos produtos no APP , esse campo nao existe. 2- Ter um campo de custo do produto, pois quando geramos um negocio, colocamos o valor do negocio, mas nao tem um campo de desconto do custo do produto...somente o campo de…
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Automation stop trigger @ reply-email in a campaign
When using a campaign to attract leads to become a prospect customer it would be great if the campaign could be stopped when a leads/prospects starts to reply to the emails. If a campaign would continue after the lead/prospects replies as she/he is interested or convinced, any more emails could harm the fragile…
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GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…
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Variations for Products in Products detailed view -> Deals tab
Hello, It would be very useful to have the option to add the Variation of a specific product (when available) as a column on the Products detailed view -> Deals tab. This would be very useful in inventory forecasts for those using product variations. In our use case, we need to click on each deal to see what variation was…
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Email sequence after initial lead creation
Hi, I can't figure out how to do this, but I'm sure there must be a way?!.. I have an email template that I'd like to slightly customise per lead when in a manual way (cannot be automated). I'd like to add the lead, send a slightly customised template, and then keep following up until the person responds, at which point…
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Linking e-mails to open deals, not won.
Regularly I have to link received mail messages (through the BCC option) to deals, however 99% of the time Pipedrive suggests I link them with "Won" deals and not open deals. It also seems to pick old deals first. It seems more logical that it would suggest open deals or at least the most recent ones, not won (and closed)…
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Automate Data Input from Documents to Pipedrive
Hi, Just seeking advice. We have documents and files that we receive from clients. These are critical info that needs to be in Pipedrive. We are looking for possible apps/integrations to enhance our workflow efficiency and reduce manual tasks in handling client documents within Pipedrive. Specifically, we aim to automate…
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I would love if we can organize / reorder our Lead Labels (just like we can with our Contact Labels)
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Again: Email-Threading - Urgent!
Again and begging on my knees Please for God's sake give us the option to disable email-threading or at least give me as an admin the possibilt to disconnect emails from user manually. I lost several hours a week to call my colleagues and tell them that they have a fuck up in their email threads and they must disconnect…
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Filter Activities by Pipeline
Hi I have 4 Pipelines. In Activities I want to be able to filter the tasks/activities by each of the 4 pipeline easily & quickly. It does not appear obvious or possible on how to do this. I would have thought this would have been automatic. How do I implement this via a quick setting / button? thank you
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Wrong e-mail link - easier way to correct
It is quite common to get an e-mail linked on the wrong deal. The only way possible to turn the e-mail to the correct deal is going to your income box, searching for the e-mail, and than, on the right side of the screen, link the e-mail to the correct deal. This takes TOO MUCH TIME. It would be awesome if you could on the…
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Restrict view of specific custom field to specific users
We have different teams working in pipedrive. Not all teams should be able to view all of the information about an organization. We were planning to add extra information about each organization to pipedrive using custom fields but some of this information is highly sensitive and must not be shared with all users.…
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eSignatures and eWitnessing
The eSignature feature is great within PD, however we require eWitness signatures also. DocuSign does offer this feature but it obviously requires that extra add-on just for that single feature. Are there any plans to upgrade the eSignature feature?
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Security feature request
It's great that PD has some level of two factor security but receiving an email everyday to login is feeling painful. Is that just me or does everyone have to do that? Does it not store a cookie for 30 days or similar? I've been using a password manager for a decade which can very ably do OTP right in my workflow. That…
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Products detail view feedback/ ideas
It would be helpful to... Have the ability to create groups as we can in the deal details. (group together sales order information separately from vendor invoicing information, group product specifications together such as sizes and weights and shipping codes) Have the ability to hide, move or group Pipedrive Default…
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Real estate template
Is there a real estate template I can copy or gain inspiration from? I know I can figure it out as I go but I thought it would save me time by having a real estate template and then customize it based on my own processes and requirements.
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Group organisation contact details in one place
I'm finding it frustrating that I'm not currently able to group an organisation's contact details in one place. I want the phone number, address, email and website in one field group. At the moment address appears in Summary and there does not appear to be an override to that. (Screenshot is our customer demo account) Note…
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A new entity? Brand?
I have been a Pipedrive user for more than 10 years, and I have always asked myself the following: Considering that there are many companies (I would say the majority) that manage brands (either their own or as a representative...e.g. Nestlé) or entire categories (e.g. department stores) And there are more and more people…
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"Pro tip: You can now A/B test your templates" < how do this actually work?
Hi there, based on that pro tip, if I have an email template that gets sent via an automation, if I change that template and save as a new version does that mean the automation will use either version of the template and effectively A/B test that? Or am I being way too hopeful?! If not, are there any known tricks in…
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Embedding PD Calendar to a website
Hi There - how do we embed our pipedrive calendar into a website? Many thanks in advance.
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Automation Email Alerts from a Shared Mailbox
We have a number of email alerts set up via Workflow Automation, but they are all currently under my own account. These are internal emails to notify leadership of won deals, and I would really like to be able to have these sent from a shared mailbox. What options or ideas does anybody have about how to set this up? Our…
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API: When did a project moved to a specific phase?
Hi, I would like to know when a project moved to a specific phase, using the API. Thanks