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Customize UI with custom buttons
I'm a long time user of pipedrive, including heavy customization through API and webhooks. One feature that I'd love to have is creating custom buttons to organization, person and deal UI. Clicking such button will call external URL, run automation, send mail etc.
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How to integrate multiple pipelines efficiently?
Dear Pipedrivers, my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well. There is one major issue, that I just couldn't work out so far, though: Efficiently…
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Why are internal email addresses being excluded from filters?
Hi all, We've recently become aware that our internal staff email addresses aren't receiving our Insights eDM, which we send bi-monthly. We've confirmed that our organisation within Pipedrive fits the criteria required for our send filter, but for some reason they're still not being included in the filter - which they…
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Email template formatting when copy and pasting text into email templates
Email formatting issues for the recipient when copy and pasting text into email templates. We have been through issues recently with copy and pasted content (pasted as plain text) into Email Template, which appears correct in the Template, but the recipient in either email provider Gmail or Outlook (whether browser or app)…
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Adding Activities For Multiple Contacts at Once
is there any way to have them put in a feature where I can select multiple contacts and add an activity for all of them at once? I spend a lot of time just going back and forth between screens so I can add contacts to an activity list for a day. Seems like a quick and easy feature that could be added that would make this…
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I want to create a report to show email address for sent emails opened and/or links clicked
Hi Community. I want to create a report to show email addresses for sent emails opened and/or links clicked. I can create a report that shows and ID for opened emails and clicked links, but I cant see how to show an email address as an option. What we are trying to do is create a follow-up option based on a rule of opened…
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Ability to Organize Filters with folders and/or tags
Currently if you have a lot of different filters to sort through your deals and activities, it can be hard to find the one you want. There's no way to hide filters that are not relevant to what you're trying to do. They're just sorted alphabetically in a long list. So you have to scroll through a long list. Some of my…
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How can I import an excel in which organisations have multiple people?
How can I import an excel in which organisations have multiple people? For example organisation X has person 1, person 2 and person 3. How do I map this excel to import it? Right now I can only figure out how to map 1 person. But I cannot map the other people. Please help!
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How well equipped is Pipedrive for large and frequent email campaigns?
How well equipped is Pipedrive for large and frquent email campaigns? What is the cost for multi million email marketing campaigns on a monthly basis?
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Can i set up a automatic monthly email pipeline?
I would like to send monthly emails to existing customers (newsletter type of the product they have), my knowledge of the platform cannot quite get over the last hurdle. The best way i have thought of so far is to create a pipeline with each stage being a month (Jan,Feb,march) so on. Then automating a Jan email to be sent…
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Import feature Intercom > Pipedrive
It would be great if we could import data Import from Intercom > Pipedrive in one-click with 2import.
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API `v1/recents` returns unexpected results
API: https://api.pipedrive.com/v1/recents?limit=2&start=2&since_timestamp=2024-03-27%2014%3A16%3A00&items=person' This API returning same item in different pages. I have 22 items in Person list. Here are results for query params: since_timestamp = 2024-01-01 00:00:00, items = person For start = 0, limit = 2, it returns…
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Why does the Track Email Opening randomly turn itself off?
Hi, I use Track Email Opening (the little eye at the bottom of a new email) to see if anyone is interacting with me emails. A few times now, the track email opening has switched itself off. Has this happened to anyone else? Is this a known issue? Why? Really annoying as I've lost an entire days worth of tracking now. KR…
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Project activities' dates
Hello, We have noticed that when you set a project start date, and you add activities to it, the dates of those activities don't change when you modify the project date. We would also like to be able to postpone all the activities at once when we change a date on a prior activity. Thank you !
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Deals, Activities & Future Calendar Meetings?
Hi all, I've got a question on how best to track next steps in Pipedrive. TL:DR: if I've got a future meeting already on my google calendar with a contact linked to a deal, how can that be noted/linked? Detail: I've got a deal. The deal has one contact. The email for the contact is properly defined. I've got a meeting in…
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I need to be able to see Current Subscription End Dates
Hi There. We have hundreds of subscription deals active at any one time. I need to be able to see Current Subscription End Dates so that we can plan in renewals activity eg. Sales Calls, Mid-Contract Meetings etc. Please could someone explain how I can do this?
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New in Insights: More data soon available for report tables
Starting from the beginning of March, you will be able to select more data for your report table list views. What has changed? By navigating to the report table view and by selecting the gear icon next to the table, you will be able to also select: For Leads report tables, can add contact person, organization, deal fields;…
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Microsoft Teams No Channels in Automation
Hi all Didn't find an answer on the Internet I want to make automation for Microsoft Teams I connected it, everything was successful, the application is also in the work area But when I go into automation, it says that there are no channels available Maybe someone knows how to fix this?
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Automatically fill a organization description
Is there a feature or function that will automatically add certain organization information in Pipedrive? I had this feature in Hubspot and thought I had read it could be done here, but I haven't been able to source the location within the support or community. Thank you
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Lost Reasons by Stages
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
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Geolocating and automatic address completions
Hello community! We have hundreds of active customers that we market to. Addresses are critically important to us as sales agents. We find ourselves fighting the automatic completion of addresses as we are typing them. Then we save them and the suggested version saves instead of the version that we need. Does anyone have…
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How Can I Automatically Create an iCloud Contact When I Create a PipeDrive Contact?
I want to automatically create iCloud contact when I create PipeDrive contact. In other words, I want to keep my iCloud contacts in sync with my PipeDrive contacts. If possible, I'd like this to be two-way, so if I change something in one app, it automatically changes it in the other. What's the best way to do this?
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How to create a report counting those emails not sent from Pipedrive?
Our users use Google Mail and don't want to generate emails from inside PipeDrive as they interact with more than prospects. They use the bcc to capture emails which they send from Gmail. These emails appear in pipedrive with an email icon. When we run an activity report, they are not counted as emails. It appears only…
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What would be the disadvantage of making one pipeline per service (about 2 to 5) ?
What would be the disadvantage of making one pipeline per service (about 3 to 5) ? Our business offer mostly 2 services. I am wondering the benefits and disadvantage of making one pipeline for each.
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How does Pipedrive determine duplicates during Import?
When importing person data, how does Pipedrive identify duplicates? I tried an import including Pipedrive Person ID, but it doesn't recognize ID as a field that can be imported (doesn't automatically map field and it doesn't list as an available field in the right-hand side...see screenshot). The use case was (1) extract…
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Adding ability to make organisations and people historic without deleting them
Hello! We have noticed that there is currently no function to make an organisation or people contact historic. You either delete them from Pipedrive or have to leave them as a contact. If we delete them from Pipedrive, we lose their associated data, emails, history etc. The same as if a business is no longer trading…
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Deal Renaming Automation
I am trying to setup an automation to add the Organization name to the end of the existing title. What algorithm do I use please?
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How to send automatically an email when I move deal's stage manually ?
Hello, I would like to send automatically an email when I move a deal manually from "To Contact" → "Call later" Thanks
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Creating a filter to show only blank email AND phone fields.
I've tried several variations on the filters with no success. I don't see a "blank" or "Null" or similar operator. What I need to do is bulk-delete all of the contacts that have blank email AND blank phone (name-only contacts are not useful to me).
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Email composer creates unprofessional, nearly unusable email threads after a few replies
It would be great if this could be changed because otherwise we can't use the email composer to reply to emails, because this looks really unprofessional and is painful for us and our customers to read through. And having our team bounce back and forth between PD and Outlook is going to waste a lot of time. Example after…