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How can I Use Zapier to Get Calendly Checkbox Answers into a PipeDrive Custom Field
I have a Calendly question that asks the prospect which of our products they'd previously purchased: I then want to create a Zap that puts this into a custom field in PipeDrive that uses the Multiple Options field type. How can I do this with Zapier? When Zapier pulls in the list of products, they look like they’re just…
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Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
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Multiple Custom field creation using api
Hello everyone, i have been trying to create multiple custom field on pipedrive crm object, it's fine if we create one but while creating multiple custom field it throws me error "body invalid" . Is there a way to fix this or alternative method to do this
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SmartDocs CC
Needing the ability to CC contacts to receive SmartDocs, alongside the signee. This is really important and would typically be found in most/all e-signing products.
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API Endpoint Dealflow does not deliver all mailMessage objects on the deal
Hello, I have a deal that was converted from a lead 5 days ago. When I open the deal in Pipedrive, I do get to see all the emails that were exchanged when the deal was still a lead. When I ask for the deal flow through the https://api.pipedrive.com/v1/deals/22/flow API endpoint, I don't get those mailMessages. Is this a…
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How do I remove the sample data that loaded with initial start-up
It appears there is no "help" available from the dropdown. I thought my account at least had chat support. Any insight is appreciated. Thank you.
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Where is the Customer Support?!
Pipedrive is awesome for my business. It really fits the bill. EXCEPT it is impossible to get actual help from a human being. This is among the most difficult help experiences I have ever encountered. It's enough to make me look for a different solution and not renew. Just when I thought I found my CRM for life.…
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creating deals from organizations in bulk
I've got 182 organizations that I want to bulk create under qualified stage in a specific pipeline. How do I do this?
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Test Email Campaigns
It would be a really helpful idea to have a predefined list of Pipedrive users to send test emails to. Having to type in the email addresses each time you send a test is quite annoying. When we used Hubspot you could add in a list of email addresses you regularly send test emails to and then just select from that list each…
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Social media messaging
Is there a plugin that allows the team to message directly from Pipedrive to customers and receive replies on their social media accounts eg? Instagram, Facebook, LinkedIn
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Why am I unable to cancel the 'free trial' of Campaign's?
We're unable to cancel the free trial of the Campaign's module which means we can't increase the number of marketing subscribed contacts beyond 500. So, i tried to cancel the trial and go to a paid version to increase the number of subscribers. However i'm unable to cancel the trial and have to wait until the 14-days is…
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When will you integrate with ClickUp
I have researched different task management systems such as Trello and Asana, and ClickUp is the newer player in this field. They seem to offer better value and ease of use. I see that you integrate with Trello and Slack. Will you integrate with ClickUp? If so, when?
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Inbox - Filter by subject line contains
Hey all! I'm looking for a way to filter the inbox to show these two formats: Sbject line contains [IWE] Subject line does not contain [IWE] Since I am using an email warmup service, I am getting like 300+ warmup emails per day collectively, which all get's bcc'd to Pipedrive. This easily drowns the relevant incoming mail,…
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Automations need an additional "Find" action 🙂
For criteria in automations you can use everything from the previous steps With an update deal, you initially only have the deal data, but if you have also edited the organization in an intermediate step, you can also use the org data in the criteria. The only problem is that you really have to edit the organization.…
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Pipedrive subscription for a Company
Good afternoon, everyone We are a company team and we plan to buy a Pipedrive subscription. We need to get an offer somehow
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Help configuring From address in automated email workflow
I've set up an automated workflow to send an email to the deal contact email when the deal is moved to a specific stage. The workflow is triggered by any user, but the email is always sent from my email address. They all have their email sync configured to their own emails. How can I configure the automation so that the…
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Duration-related automations should be able to exceed 90 days
I think you should be able to set it to move than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase.
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Pipedrive Plugin for Outlook like Salesforce
It would be helpful to link pipedrive to outlook. When I used salesforce, I could use outlook for my primary emails and when I had a new contact I could link it directly to my CRM or if I had conversation with someone in my CRM that was linked to a deal it would show me in a side window if I had the plugin on. It made…
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Deeper Outlook Integration
To spare your valuable time on reading my thoughts and reasoning, skip to the bold section at the bottom: I'm already very grateful for the outlook integration that exists, and it has helped me to organize tasks and projects. Outlook integration is the reason I use Pipedrive at all, without it I wouldn't be here. The…
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Fully automated thank you emails
I would like to have fully automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I…
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How can I handle dealflow with a subscription based service
I have a saas business. We chase leads and convert them to a sales pipeline as a deal. After we win the deal, we convert them to Won. Let's suppose this contract runs for 12 months. We then reach out to the client in an effort to renew their contract. We treat this prospecting activity as a new deal. So at this point we…
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Add a contact to a filtered list manually
Is it possible to select a series of contacts manually and add them into a filtered list?
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Accès visualisation seulement - pourquoi le même prix qu'une licence complète ?
Bonjour, J’aimerais savoir si je peux ajouter 2 accès pour 2 employés qui auraient seulement à visualiser la portion ''Affaire'' ou simplement un accès de visualisation du Pipedrive sans aucun droit de modifier, ajouter quoique ce soit. Il est certain que je ne peux pas payer 2 licences supplémentaires pour avoir ce type…
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Synching files from Google drive to Projects
As a digital agency, we use projects to manage client work, however, when clients want to send us assets, email has restrictions - so it would be hugely useful if we could set up a folder within Google Drive and send the link to a client to upload their assets and then automatically sync/pull down the assets into their…
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Summary of the Day
Hello, Is there a way to change or add fields in the email we receive in summary of the day?
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Pipedrive x Zapier x Google Offline Conversions
Hey Guys, im stuck right now. I want to track my leads and share the results with google ads off. conv. so i decided to use zapier as for every automation i used before. I got the GCLID already after lead entry on our website into the pipedrives lead account and also in there deal. Every time that i move the deal from new…
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New Details screen for Deals
Well, that was a nasty morning for me. I think I have received a nastygram from each and every Sales Rep this morning about the rearranged details screen for deals. Looking at it, I think they have a point. Pipedrive is already pretty "left-leaning" with its information and now more information is on the left, less at the…
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Composing E-Mail Template, how can i insert Deal Creation Date ?
Hi, i have created some E-Mail Templates which i would like to use in automations and would like to insert a Field of when the deal was initially created. But i do not see any default field besides Title, Owner, Value etc... Any ideas?
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Can I automate marking old deals as lost?
Ultimately, I want deals that have been in our pipeline too long to clear out to clear out the clutter. Is there a way to do this automatically? I see the rotting feature, but that seems to just alert me that the deal is old. I'm thinking that if I can automate the deals being marked as lost, we'd ideally be able to reopen…
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enable instant editing w/ blinking cursor - after click on EDIT button in inline editing
Hi, I am often using inline editing of all deals in an organisation. When clicking on [see all deals] popup menu, I can edit various entries. That's nice. But after clicking on the edit button right hand side in the line item, I have to klick one more time into this field I want to edit. Until then the keyboard…