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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…
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Make calendar booking a first class citizen not a hidden feature
Currently the only way I can find a booking link is to create a new email and drop down the insert and then grab a copy link. i hand out booking links frequently, I would like to move away from Calendly to Pipedrive if only it was easy enough to do so.
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Turn Off Leadbooster Section - Remove Campaigns and Projects icons
Hoping someone can help here. I am not interested (at the moment ) in Leadbooster nor am I interested in the Campaigns or Projects which are all paid service options. I would like the option to hide these as they are just eye graffiti to me that I don't want, and, I don't need to be reminded constantly about paid services…
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¿Porque no funciona el conjunto de permisos Globales?
He agregado nuevos usuarios a mi crm, pero al momento que quiero quitarles unos permisos en el conjunto de permisos globales no permite realizar llamada a un trato. Adjunto capturas.
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Email settings in Automated emails
We use automated emails on every customer experience. And we have teams that work with customers through the process of fulfilling the customer order. PipeDrive is able to create the automated emails we want, but the user's Private/Shared setting in the Email Sync settings is the only place to designate this setting on…
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Does getRecents API endpoint have any limitations?
Can I use any datetime for /v1/recents endpoint as a since_timestamp ? Like can I request all changes from the creation of Pipedrive account? Or I have some restrictions?
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Ability to disable recurring products at company level
This discussion was created from comments split from: New: Recurring Products Early Beta.
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Create email draft via automation or API or {else}?
Has anyone found a solution for creating email drafts via automations, API or some other way? Automations does not seem to be able to create drafts, but rather just send emails directly. The API does not allow you to either create drafts or send email. The draft folder does not seem to sync via IMAP. Any other ideas? Or…
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Campaigns: 3 Major Drawbacks Needing Immediate Dev Attention
Campaigns are great - I love the metrics and the ability to easily see their history in the contact view. However, there are two major drawbacks I would love to see resolved: 1) I am unable to send an old campaign to new and/or specific individuals. The current workaround is to literally send a campaign to myself, then…
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Time date format query
Hi, does anyone if there is a way to change the date format to exclude the Hours and Minutes, to only show the date. Thanks
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New: Custom colors in Insights reports 📊
You can now assign custom colors to different fields inside reports. These colors remain consistent, so reading and comparing different reports is easier. You can learn all about it from our knowledge base article here. This feature is gradually rolling out to companies throughout November 2023
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Scheduled contact deletion
Hi All, We have some contacts scheduled for deletion in the coming weeks. It has been flagged that some of these need to be reinstated. Is there a filter or action we can use to see the full list of contacts slated for deletion to review?
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Email to Contact > Reply to Deal?
I would like to have a contact created when I send or receive an email. When that person responds, I want a deal to be created. Is that possible? Thanks!
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Automation to auto-reply, add a follower to my deal and CC while away
User story As a Sales rep on holidays I would like Pipedrive to auto-reply my contact's messages + add my Sales colleague as a follower in the deal + CC him to the email conversation So my colleague can take over the conversation while keeping me in the loop and can temporarily access the deal and contact while I'm away…
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Campaigns and Workflow Automation Compatibility
Hello! I am currently transitioning into Campaigns and wanted to raise this for discussion to see if it is either in the roadmap or can be added in the future. Right now, I am using Mailigen, which is being shut down in the next two months, so this is a rather time-sensitive concern. We are moving to Campaigns specifically…
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How Do You Import Phone Numbers and Flag Them as Mobile
I'm trying to import a database of contacts. I have one phone number for each contact. It's a mobile number. I'd like to flag that in the contact record so it looks like this: