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No Lead Scoring? Pathetic!
Absolutely unbelievable that Pipedrive does not have lead scoring.
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Book an online meeting on website with filtering, qualification and sync with Pipedrive
At the moment I have a Calendly widget on my website for booking an online video meeting that allows me to ask the lead some initial questions for filtering and routing, and then if the lead is qualified, ask some more questions that are necessary for the initial discussion with a lead during this meeting. The widget is…
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Make it possible to split deals between sales agents
For future updates, I think you really should consider an option to split a deal between two owners/agents within a team/organization. As for now, we have to manage these deals in Excel, which kind of takes the fun and functionality out of using Pipedrive. We use products in order to make a prognosis and we use goals to…
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Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Ticket
Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Tickets. We would find it very useful. Would anyone else? If it is not on the agenda - what is the best service ticketing software to connect pipedrive with?
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Allow us to choose to show days of the week (Monday, Tuesday, Wednesday...) in date fields
Hello everyone. Our sales reps would save some time if they could see what day of the week an activity has been scheduled, as this is how they distribute incoming leads among themselves. Right now, they need to be checking a calendar every time they want to assign a lead. I tried to create an automation for this, checking…
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SAP Business One
its there any integrations among SAP business one and Pipedrive.
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Can I consolidate custom fields?
We are currently using Pipedrive alongside third-party lead scoring software. Recently, we transitioned to a new lead scoring tool, which has resulted in multiple lead score fields in our system. Specifically, we now have: The Pipedrive Lead Score field (I don't know if this was created previously, or if it is a native…
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OUTCOMES for ACTIVITIES
Dear Pipedrive Team, could you please please in the very very near future make it possible to add outcomes to activities? Right now I can only track "DONE" activities or I delete them. But what about failed activities? The client didn't show up. The person did not pick up the phone. This would be so so so so so necessary…
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Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
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AI-first strategy for 2025 is not what I expected from Pipedrive
The announcement of the next webinar about 2025 strategy for Pipedrive (Reimagining your CRM experience with AI) is bad news to me. Am I alone to be concerned about an AI-first strategy? I don't activate any AI features because I chose Pipedrive for EU data storage and treatment while Pipedrive AI features are based on…
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Can individual email recipients opt-out (not campaign)
Hello, I'm sending individual emails to deal contacts, not using a campaign or group send. Is there a way to add an "unsubscribe" link that would reflect the 'do not contact' status in the deal or contact? Or set it automatically to 'lost'? thanks
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Add A Color Picker Tool to Label Colors
There are only 10 label colors which is very limiting when tracking a wide variety of information about one or more clients. Please add a color picker (the dropper tool) so that custom colors can be used for labels. Thank you!
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Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
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Make single option field display consistent
We have some custom singleoption fields that are being displayed in two totally different ways. One is being shown horizontally, and the other is a drop-down menu. This makes no sense to me. Please change this to always display as a dropdown menu, or else make it a toggle option to display it horizontally.
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A Template should not print EMPTY BRACKETS
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
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Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
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Merge tags fallback Value
Hello, I'm not sure why this isn't an easy spot, but I can't work out how to add a fallback value when using merge tags. For example, I want to use First Name. This is easy enough, but then if there isn't a first name in the system I want a fallback option. In my previous email campaigns platform it was done like: Hey…
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Is there a Pipedrive public road map as to what the devs are working on?
I'm finding Pipedrive a little frustrating and thinking of switching but don't want to learn a new CRM. 1) When will AI be integrated to help us work the platform more easily (emails, campaigns, etc)? Most of the other CRMs have some form of AI built in now. 2) Are there any new products being added to PD in the next 3…
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Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
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Editing logos/shortcuts on the left side of the page
How does one edit the logos on the left side of Pipedrive? For example I would like to remove/hide "Campaigns" and "Marketplace". I have seen some demos videos where this appears to have been been done, however I am unable to find information on how to accomplish it. Thanks!
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Ability to attach files to email directly from deal
I'm wondering, why there is no possibility to attach files to emails directly from Pipedrive? I can attach a file to person or company or deal, but when I want to send this file with an email, I have to download this file and attach it from my computer. It doesn't make any sense. Can Pipedrive add this kind of function? It…
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Comment intégrer pennylane
Bonjour, nous avons déja le logiciel pennylane, nous aimerions savoir comment le rattacher à pipedrive. Merci
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Webinar Q&A: How to use Pipedrive more efficiently
Hey everyone, Thank you for attending our recent webinar, "How to Use Pipedrive More Efficiently." We appreciate your engagement and all the great questions! You asked more than we could cover live, but we've answered as many as possible in the comments below. If you missed the session, you can watch the recording here.…
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Hiding Sales Inbox for a user
Is there a way to hide the sales inbox for a particular user?
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Pipedrive - Typeform integration
Recently we have enlisted into Typefrom to automatically get information typed in by people who fill in documents we sent them. Unfortunately, this doesn't work very smoothly. Fields like Name and email are transferred to contacts in Pipedrive, but most fields do not. F.e. multiple choice fields. Does anyone have the…
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How to modify the time line dates?
I am importing about 50k activities from another CRM and I can manipulate the "due date" and set the activity as "done" but the date order they show up is based on the current date, Some of these activities are several years old and with some organizations there might be more than one "activity" added. They all appear in…
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Anyone know how to fix this?
I'm getting this error with Seamless.ai
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How use product custom field in insight ?
I wouldlike use some product custom field in insigh but i have just some original field. How I can use product custom field ???
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Why do emails sent out separately show exactly same time for recipients opening them
I sent out 7 separate emails this morning to 7 different clients. At 12.07 precisely they all opened their emails (4 had opened earlier) which cannot be true. Anyone found this happening?
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Add a price in a automation
Hi, I want to add products to a deal based on the trigger (add to pipeline). What do I enter in the price field? Why can't I select an price variant of the selected product?