-
Is there a way for me to check my specific conversion rate from 1st call to booking an appoinment?
I feel it would be benefit me to know exactly how many calls it takes from initial contact to then booking them in for an appointment. is this a feature we already have?
-
Organisation Filter on Last Activity Date not working...
Within Organisations, we have 2500 entries, and I am trying to set up a filter using the Last Activity Date. It doesnt work however… so when i try entering Organisation > Last Activity date > is earlier than > 12 months ago, it brings up nothing. I have played around and tried different lengths of time but still no…
-
Pipedrive Automation Builder Help
Greetings! We are in need of a developer or Pipedrive expert that can help us create automations and properly set up our account. How should we go about this?
-
Gantt Chart in projects
Hi, Hello, it would be very helpful to have a graphical GANTT. This should definitely also have the possibility to export (e.g. pdf). When is an implementation of this planned? This function is very important for us as a company.
-
Why has no one at Pipeline responded for months, re: deceased account member
My son passed away in February, last year, and I am the legal administrator of his estate. Because of complexity/complications, I was not able to learn where he had accounts or subscriptions, nor have access to his bank accounts until January of this year. Since, I have tried to reach Pipeline multiple times via…
-
Projects due dates linked to last activities completion, not from the start of the project
Now in projects, you can create a template where you have different activities and project tasks. The issue here is the due dates: You can only set the predetermined due dates from the start of the project. The issue here is that if you have to wait for your customer (or some third party) to respond / to do something, your…
-
Add Label/Category for Files
This would be very helpful if we could, at the very least, add labels to files and group (or filter for) those files with the same label Especially if you want this CRM to work for various operations, we should be able to categorize files also when we're working with different departments and files.
-
Add categories to uploaded files
Hi, I'm working with files, uploading mainly PDFs, and images to Products and Deals. I have to say that the feature is quite nice, but lacks of a simple basic : categories (or labels)! Could it be possible to create customizable categories (or labels), just as we have them for Smart Docs and all other Pipedrive's sections…
-
Are Date based automations running?
I have a set of date based automations that are not running at all
-
Issues with pipedrive
We are having an issue with our pipedrive where our emails will not send and we have to manually go into our out box and send them. Once they are sent, they then do not track in our history so we have no idea if they have been opened or anything. We use exchanged email Can someone give me an idea of what is happening? I am…
-
Stop Auto Activity Follow up
When I complete an activity, it asks to schedule a follow-up. How do I stop this? According to Chat GPT its in settings, which is what I switched on. But it seems to be hidden even though I'm Admin Go to Pipedrive Settings Click on your profile picture (top right). Select Company Settings (or Personal Preferences if you're…
-
Add label or category to files
It would be helpful if we can add labels and/or category to files to group/filter files. Files section can get hectic with different types of files such as bank statements, contracts, agreements, etc.
-
Im not able to configure my outlook account
I have followed the steps on CRM looked tutorials it stills tells me that I need an admin approval from Pipedrive
-
Scheduler - Allow the Phone field question to be customized or disabled
Overview: Currently, Pipedrive’s appointment scheduler includes a default phone number field in the scheduling form. This field is intended for users to input their phone number, but many customers fill it in without including the country code, which causes issues with the accuracy of the data. We often receive phone…
-
¿Alguien que sea experto en los grupos de seguridad?
Tengo una duda, dentro de mi organización hay 4 tipos; - Gerentes (visivilidad completa) - Comerciales (visibilidad solo de sus tratos y a los que los inviten a colaborar) - Operaciones (solo pueden ver los tratos ganados sin valores) - Calidad (solo pueden ver los tratos de todos, pero no las conversaciones)
-
Can i track which URL the form was completed and sent from?
I have the same form on multiple pages and need to know which page the form was sent from. Can i achieve this in PipeDrive
-
Email compose window is way too small
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
-
Why can I not find a way to delete a custom activity type?
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
-
Sofware Licensing-Tool with Pipedrive Connection
Hello, we are a Software Company currently searchcing for a new Licensing-Tool for our products. Does anyone use a Licensing-Tool with Pipedrive Connection? Or does somebody know a Tool, that already has a connection to Pipedrive? Would be awesome, if we can avoid a new data silo. And Pipedrive could be our single source…
-
Webinar Q&A: Reimagining Sales Insights with AI
Hello everyone, ☀️ On March 25, we hosted the Reimagining Sales Insights with AI webinar. Thank you for your incredible interest, engagement, and all the great questions you asked! As promised, we’ve answered your questions, and you can find the answers in the comment section below. If you missed the webinar, don’t worry!…
-
How do we integrate our external API into Pipedrive
We have an external API that currently allows our users to submit a phone number and the API will return phone information, including line type, carrier name, and location. The API is a paid service and requires an account for each user. We would like to add it to the marketplace and add the phone validation option to the…
-
Data updates in reports list view
Unlike list view in deals. List view in reports does not let you update data. This means you end up having to replicate the report in list view (where the options are also not exactly the same) to be able to update the deals you've identified through the report. This could be a lot more efficient
-
Option to have notes automatically expanded
Hello, I am constantly looking at the notes and would like the option to have it expanded automatically instead of having to click on the notes every single time I go to a new deal or contact. This would make things so much easier and save time because notes are the only thing that help me understand what I need to know…
-
Allow additional email recipients from custom fields in workflow automation
I couldn't find this anywhere after a search. Currently, email alerts within workflow automations allow the following recipients to an email, or you can hard-code a specific email address: What Pipedrive doesn't allow you to do is send an email to another user involved in the deal, even though their custom fields allow…
-
What Lead Generation Tools Are Most Effective?
If you're looking to optimise your sales and marketing efforts, Forrest Contact is an invaluable tool. With years of experience using this platform, I can confidently say it’s incredibly effective in lead generation, customer engagement, and sales automation. In my own experience, I’ve seen remarkable results in boosting…
-
Aircall - Pipedrive integration - Calls auto assignment
Hi there! We use Aircall - Pipedrive integration. Incoming "missed or unanswered" calls to our Aircall numbers are assigned to Pipedrive users as leads with "automatic assignment" in round robin style. But when a user picks up the phone, I want the deal to be assigned to this user (who answers the phone). I could not find…
-
Phone Call Type Defaults to (Work) in Person. How do I change that?
I have these coming in from a Zapier Zap.. The Phone field cannot be edited and it defaults to (work) I would like to map my call types to show up here. How do I do this? I would like to map the type for a few other fields as well. Here is an example
-
Choose "website" field, when importing organization data
Hi all, I'm new to Pipedrive, but used to other systems, including Hubspot. I'm trying to import a list of organizations to our new pipedrive account, but I cannot seem to map the field "website" - any ideas?
-
Ability to Refer to Specific Notes via URL
Hello Pipedrive Team, I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL. This feature would be…
-
Campaigns: Receiving auto-replies and bounce notifications to the reply-to email
I was told Pipedrive made the decision earlier this year to stop generating auto-replies and bounce notifications for campaigns to the reply-to email. This is a critical part of maintaining the integrity of our CRM, and our old email marketing platform Mailchimp was providing this. Please bring this back.