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Cannot fetch `last_activity_time` for deals.
As per the docs, last_activity_time has been removed from the V2 APIs. We can however get it now by including last_activity_id as optional fields. However, sometimes it seems I am not able to fetch either last_activity_id or I am not able to find the last_activity_time from the Activity API using the last_activity_id. I…
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Projects: Different Custom fields for each project board
Hi, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
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Can i block editing on a deal after the dealmade is made?
I'm looking for a way to block the team from editing the closed opportunity after the dealmade; as a plan B I thought of maybe an automation to alert specific users if a change is made. Didnt find pre existing topics on this subject but this is my first question here (I apologize if the topic already exists)
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Problem with entering costs into Pipedrive
Hello, I work for a service company that bills its customers on a monthly subscription basis. How do I enter the costs associated with the services provided in Pipedrive? In our company the costs can vary for each contract. We need a solution that allows us to see exactly how much we earn on each contract. I would…
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Create New Deal - Adding Product billing date from first view
Hello As Product billing dates are important for correct forecasting through Insights, it's a hazzle that you're not able to add a billing date to your product from the first view, when you add a new deal. Could we make this possible?
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Webforms don't provide protection against SPAM
Can we use our own forms instead? If so how do we integrate? Pipedrive web forms do recaptcja is not sufficient at all to eliminate spam leads. If you can't implement honey potential or something or give us control to use our forms we need to consider switching CRM.
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[IDEA] Filtro de actividades dentro de las Organizaciones
Lanzo idea que nos resultaría útil a la hora de trabajar. Últimamente generamos mucho historial de actividades, que se nos acoplan con el registro de campañas enviadas, aperturas, clics, etc, dentro de las organizaciones, y nos gustaría que en el Histórico se pudiera filtrar por "Tipo" de actividad para poder consultar el…
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Projects Tool - Feedback and need for development
Hi team Pipedrive, After using the Project add-on here are our team's feedback and need for future development : Project is a great tool that allows us to better implement our solution and work among service. Here are a few development that we deem important for the future of Projects Project - Automation : Add the ability…
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Send a Separate Email for Each Deal Transfer
Please implement a feature that sends a separate email notification each time a user is assigned a deal. This should work similarly to the existing functionality where a user receives a separate email for every comment on a note they own or have commented on.
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AI Tools Comparison for Enhancing Pipedrive
🤖 AI Tools Comparison for Enhancing Pipedrive If you’re looking to boost your Pipedrive reports and dashboards with Artificial Intelligence, here’s a comparison of three key tools: Pipedrive Smart AI, Gong.io, and ChatGPT + Zapier. 📊👇 🔍 Quick Comparison Tool Pros Cons Cost 💰 Pipedrive Smart AI Native integration with…
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How do I integrate the Pipedrives Chatbot correctly in a google site?
Dear all, I created a chatbot with pipedrive and want to integrate it into my google site. I can embed the html code, but the floating of the element does not function. Could somebody please provide a detailed instruction on doing so? Sunny regards, Jan
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Deal value vs. weighed value - what is the difference?
What is the difference between deal vs. weighted value?
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Email Template Automation Fail
I set up an email automation workflow but after the conditions are being passed, it failed to send the email. How can I know what went wrong? I removed the insert fields in the email template so this is just a purely text email but still failed. Where else do I need to check?
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formulas on formulas
my company has to calculate the quote with more than 1 formula. Now is it not possible to calculate with a number that was already calculated earlier. This means no formula can be done on a number what comes out of a formula. This is easy stuff what Excel does have. Can you create this?
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Field groups in Products
This discussion was created from comments split from: New: Grouping of Fields 🗂️ .
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Organizing Filters / Filter Management
A specific organization system for filters will be very helpful. Our team uses many different filters to view and manage our pipelines and deals. Being able to sort the list of filters, or move filters up and down the list view would be ideal. Filter folders for further organization could be good too. The existing favorite…
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Meeting scheduler - overbook
I have a linked Google calendar in my Pipedrive account. It wants to use the Meeting scheduler. Unfortunately, it is possible for someone to book an appointment in the calendar, even though I have another event at that time. Can't this be fixed?
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Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
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Parts List with multiple products
Hej there, I am working in a digital agency. We provide services like a relaunch of a website. This susually splits into several sub-services like generating customer insights, create a navigation and design the UI (wireframes), create a screendesign according to the corporate design of the client, setup, configure and and…
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Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
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How to update/delete an e-mail of contact person via API?
Hi, I am trying to setup Make.com automation as follows and I would like to ask for help / experience. Specifically, I am running into a problem when trying to delete an e-mail address of a person, who has more than 1 address attached to then. The automation has very simple use-cas. The trigger is an information from you…
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[Feature Request] business card scanning in iOS app
Further to Pedro M.'s suggestion, requesting business card scanning is added to the iOS app, just as it is currently available for Android per Introducing Pipedrive’s Business Card Scanner for Android | Pipedrive
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Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
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Time Tracker That Imports Pipedrive Products?
Hi everybody, We are successfully using PD as an order management system (connected with MRPeasy for inventory) with the only exception being time tracking. Unlike many businesses that want to time tasks in a project, we want to track time spent producing a product. Hence, we are looking for an integrated app (either…
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Feature request: Selection of multiple persons/orgs in one field
In the current setup, there is room for one person and one organization as the "default" connection on a project. In a similar vein, there is only the option (in any field) to link ONE person or organization per field. I'd like to see a feature that allows us to select multiple people or organizations under one field. This…
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Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
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Remove the "Organization" data field from the Add people card?
Is there a way to remove the "Organization" data field from the Add people card? We don't use Organizations for anything in our application of Pipedrive for our business. It's a nuisance to have it on the add person card when I want to use that "real estate" for more important things for our workflow. Any ideas why I can't…
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Integration for Pipedrive activities with Microsoft To Do
Hi, Would it be possible to add the integration of selected Pipedrive activities with Microsoft To Do? Right now activities can be only synchronised with calendar, which is far from optimal as the nature of events in calendar and activities like tasks, calls, etc. differ vastly. Many thanks!
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Restore the legacy dynamics for replying to Notes
A User shouldn't have to delete @ and press back to gain access to the menu which allows a User to reply to a Note. This appears to be a 'bug' in the last version on both iOS and Android devices.
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Managing Child Data
Hello, After a lead becomes a deal, then a customer (or account), is there a way in PipeDrive to store information about that customer/account and the children that roll up to that account? For example, if a hospital is a customer, and there are practices within that hospital that are considered child accounts, is there a…