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Custom Currency
I have added a custom currency to a client's account, but the custom is pound sterling with extra decimal points as I cannot edit the default one. But the £ symbol is now placed after the monetary value, so it looks like this 100£ - please can this be changed so that all currency symbols can be assigned either side
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Leads Labels Cant be Reordered
Why the Labels from the Leads cant be reordered as the deal/contact labels? For example, I have these labels: dont answer at my first phone call dont answer at my second phone call. Then I create a label: Come back in June with a phone call dont answer ay my third phone call. It s a littble bit unaesthetic.
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Products sales analysis
Hi there, After talking to your help team, it appears that there is no possibility to export products sales in an Excel document to analyse it. Indeed, we are using Pipedrive to realise quotes and sales, we have more than 600 products and no possibility to analyse products sales quantity over time... Could you imagine a…
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Bulk delete organizations
How can I bulk delete selected organizations?
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Our new brand campaign is live!
We’re delighted to launch our new creative platform, "The Road to Success". This brand campaign acknowledges the bumps in the road businesses experience and how Pipedrive points them toward success. Ready to drive together? Learn more here. Whenever everyday tasks slow things down or sales activities feel overwhelming, our…
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Hello, cineva din Romania activ aici?
Ar fi interesant sa avem diferite discutii despre cum folositi pipedrive, si tips & trick pe use case-uri specifice. In cazul de fata cautam un modul de emailing care sa se sincronizeze 2 way to pipedrive si care sa ne permita sa trimitem mai mult de 2k emails per day
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Include lead value ($) in mapping of data import
When importing leads from a spreadsheet, we currently do not have the option to map the lead value. If we map the lead vale to deal value, it creates both a lead and a deal in Pipedrive at the same time. Adding the ability to map the lead value when importing data would be very simple and save manually adding each lead…
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Can RFC5321.mailFrom / Return path get DMARC SPF Alignement ?
Hello all (sorry if technical, I'm an eMail deliverability consultant trying to help my customer using PipeDrive) * I know the way PipeDrive send eMail that the RFC5321.mail from / SPF is handled by the platform and we don't have to deal with it... * I know if DKIM PASS Alignment that DMARC pass (DKIM d=domain match DMARC…
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How to send an automatic whatsapp message
Hello everyone, I want to send an automatic whatsapp message when the application is received. I am using twilio and timeline applications as whatsapp integration. I need someone who has an extra solution suggestion or can help. Best Regards
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How to change email models
Hello, I would like to send an email after 1 week of inactivity. However, how can I update an email model in Pipedrive please? Thx, David
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Timeline.ai
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
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Adding new contacts
Recently the procedure has changed for adding a new contact in an org. After submitting your contact, there s a new popup for adding another contact. I think its an unnecessary feature. Can we get rid of it please? Or what do other salespeople who work with PD think? Cheers 😊
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Smart Doc creation - adding multiple participant's data - Request to add this please!
Hello! RE. "Smart Doc creation - adding multiple participant's data - Request to add this please!" Situation: As an admin creating template finance proposal document for my salespeople When creating a new template Smart Doc I would like to be able to pull the following fields onto the Smart Doc Template: Contact 1: Person…
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Form with info from Pipedrive (not to Pipedrive)
I want to create a work order form per deal populated with various custom fields we have in Pipedrive. The form needs to have a yes / no response which updates a corresponding field on the deal in Pipedrive. All the forms I have looked at are for gathering information to add to PD, we already have the information in PD and…
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Trigger automation by filter
The Zapier integration has the ability to trigger when a record matches a Pipedrive filter. It would be great to see this functionality in Pipedrive automations as well.
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Customize tooltip in organization detail view, hovering over people
It would be really helpful and save us a lot of clicks if we could display more info (e.g. custom fields) within the organization detail view, when hovering over individual people.
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How to manage calendar permissions in Pipedrive?
Hello Pipedrive Community, I'm seeking guidance on managing event visibility within my Pipedrive calendar. I aim to ensure that while I can fully access and view all my calendar events, these events remain invisible or inaccessible to other users within my organization's Pipedrive account. It's probably very simple, yet…
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Leadbooster and contacts inquiry
Hello, Im a new user of Pipedrive for a Recruiting company in the sales and marketing department. I went through some tutorials but I m still not able to find out how the leadbooster works or basically how can I do to look for new clients. Which resources could be useful? Also, the label under contacts is the one where I…
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Export list for all automations (active/inactive) with owner information
We can transfer ownership for automations so the new owner is able to configure the automation – including editing and activation. It would be helpful if we can export list for all automations (active/inactive) with owner information for review and keep track the record.
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Does anyone know why I have suddenly started to have Leads generated by API
These leads are for the same organisation and are being generated roughly every 15 minutes. Screenshots attached.
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Payment schedule automation
Payment Schedule is very interesting and useful functional. But it need some automation. Automatic tasks or notifications to managers that the payment deadline is approaching or the client has overdue payment will positively affect to the company's final profit.
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Automate copying org field data to deal field
We market our product to three distinct segments, which we track at both the Org and the Deal level. I would like to create an automation that copies the "Segment" field from the Org and puts it into the "Segment" field of the Deal. I'm stumped. Is it possible?
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Multiple persons in Person type field, and multiple companies in Company type field
It would be great to be able to have a list of persons or companies in those types of fields, especially for companies/persons. Let's say we want to have list of board members or owners, so we could just add all of them as a list into one field, instead of having 20 fields for Board member 1, Board member 2 etc. Same with…
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Insights report for sales cycle duration in Pipelines that we do not "win" the deals?
I am looking for a way to create an insights report that will give me the average time spent in 3 of the pipeline stages in a pipeline that we do not ever mark the deals as "won". I have a pipeline with 5 stages. The first stage is a holding stage and I don't want that included in the average sales cycle time. The 5th…
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Customizable Hover Cards
We love that Pipedrive now offers hover cards when you hover over a Person or Org's name when you are in a Deal. Now my team is asking for the Hover Card to be customizable. For example, they would like to see the Job Title of the Person in their hover card. Submitting as an idea for a future improvement! Thanks!
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This is now starting to drive me crazy...
I can't get an answer from Pipedrive so I am relying on the community here. The support@ email is replying saying this channel is unavailable and to use the bot which I find completely useless. So... I must be missing something. Surely the point of a CRM is to carry a contact through to a lead, then through to a deal and…
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PipeDrive Client PHP doesn't update custom field value for person
We have created a custom field using "Data Fields" for Person which name is "Contact Address" and Now we are trying to create a person using php-client(https://github.com/pipedrive/client-php) api with custom fields. Custom fields are not updating values to the Contact Address(custom field) when trying to create person.…
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Text message reminders
I know this has been asked in the past, couldn't find anything recent. Has anyone been able to set up Zaps so that a reminder goes out let's say 1 hour before a scheduled activity? Thanks!
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What are your thoughts about Pipedrive's email deliverability?
Hi there! We are just new in Pipedrive and want to utilize the emailing feature but we are not sure how reliable it is and how much can we trust its deliverability. We are have linked our Gmail accounts to Pipedrive. We would appreciate your thoughts based from your experience. Thank you!
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How do I import a list of email newsletter subscribers?
I run my email newsletter in another software platform. I'd like to import every email address I have in my newsletter and set a field in Pipedrive as 'Newsletter Subscriber: Yes'. My original data only has email addresses, we do not ask users for their names. So I need to be able to import a list of email addresses only,…