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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,…
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The best way to communicate with a client via email
Ok, here is the flow: As an agency, we have the main inbox mail@. We invited a manager to our Pipedrive main account. But for example, he has no rights to connect to the main agency inbox, so he adds his own work email: manager@. Our client sent us an inquiry on our main agency inbox mail@. As an admin, I check the inbox…
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Currency Exchange rates
Is Pipedrive looking into an option for organisations to use their own currency exchange rates?
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Undelete contacts
Hi I note I have several contacts that have a creation date that is much later than I know they were created. This date is when I did an automatic duplicate contact merge but there is no history carried forward - thus I would like to undelete the previous contact (history) and merge it so that the history is back as per…
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Insights Manipulation
I had some feedback from a client where it would be useful to manipulate the order of graphs, to show ascending/descending order.
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Prospection file post event
Hello the community, Out of curiosity, I wonder how you handle this within Pipedrive. After a trade show or one-to-one meetings, we receive an Excel sheet with the data of the people we met. Those can not be considered as opportunities yet, as they have to be more qualified. In our previous tool we could load the xls sheet…
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Left toolbar and Sections in Contacts or Deals
Hello community. I confirm that it is not possible to manage the sidebar as a general setting. And we know that the new left toolbar is also customizable. I think this setting should be chooseable: selected as a global or personal customizable option. During an implementation process, it's important to determine general…
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Unsubscribe template
Is it possible to Change template when user click unsubscribe button? For example, to personalize topic or localize languages. thanks!
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Create a 'Day of the Week' personalization field?
When creating an email template, I want one of the field options to be the day of the week which automatically updates based on the day of the week. Ultimately, this will be used as part of a Workflow Automation. An example might be: [First Name], I hope you're enjoying this fine [Day of the Week] morning. Any suggestions?…
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Webinar Q&A: Using Automations and Insights to grow your business
Hello Pipedrivers! ☀️ We extend our heartfelt gratitude to everyone who participated in our recent webinar on "Using Automations and Insights to grow your business" held on February 20. Your active engagement and presence greatly contributed to the success of the event. Throughout the webinar, we received an abundance of…
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currentTimeIndicator should only show on today
Hello! This is something that has been bugging me for quite a while now. The currentTimeIndicator (the red line indicating, not surprisingly, the current time, see image below) shows on every day. It makes sense to show it on Today, but for every other day, it's only confusing. Look at the image below. Today is Friday…
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Email to organization
Hi, as of now only contacts can have an email. We work alot with franchise businesses, and will sometimes email between 10-200 companies in the same franchise at the same time. Wish it was possible to send an email to the organization/company and not the contact person on the lead.
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SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
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10 Time saving workflows from my Pipedrive account
Getting started with automation in Pipedrive can be tricky if you’ve never set up a workflow before. Often clients we work with aren’t sure what’s even possible. Here are 10 actual automations from my own Pipedrive account to show you what’s possible. Hope this helps if you're not sure how to get started!
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# Week of next month - Automation Action - Create activity with predefined options
I think it would be great to have the option to have the automations predefined due date option to include 1st/2nd/3rd/4th week of next month. Since there is not possible way to create recurring tasks/activities this will bridge that gap by create an automation does it at defined times. For example I want to send the…
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Chat with us - not working
I need tech support but the Chat with us isn't working for me and I really need some assistance. I have emailed the support email and just get a response saying it's no longer available and to use the "chat with us" which isn't working!