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Adding custom fields per webform (which are not visible to the customer)
Hi, It would be great if wel can add custom fields at a webform which are nit visible for the person who fills it in, but are filled in at a lead or deal when the webform is filled. Now we need to make a automation which filters on the titel of the webform, so we can fill in some custom fields. But it will be great if we…
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Is that possible to add one more quality rules in to custom field's
Hi Everyone, I want to add one numeric field but I want to limit users to enter the numeric value from 0 to 10. I mean value should not be higher that 10 and lower than 0. Is that possible to improve pipedrive system and add one more qualit rule which limit the numeric custom field's as per user definition. Or Is there any…
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How can I treat People less Organizations as leads?
I want to create a prospecting list based on Organizations but I do not currently and may not ahve any contacts for these organizations. Many could be single-member LLCs or entrepreneurs, etc.
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Integration - AppSheet
It would be great if Pipedrive were to integrate with AppSheet as a data source option. Giving people the ability to easily create apps with Pipedrive data without having to use code.
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How to add "if not" condition in automations
Hello everyone, I designed some automations to create new activities when a deal is moved to a next stage. However sometimes it happens that a deal is moved backward and this creates some issues since the same automatic activities are duplicated. I'd like to set a conditions like: "Create activity x when a deal is moved to…
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Feature Request - Add Job Title next to People Names in Org View
we find that our accounts turn through people regularly and we often have 3 or 4 contacts at any given time that we're working with. This is tough when someone new takes over the account to figure out who to prioritize without digging into each person in the org. Our workaround has been to add a note to each person's name,…
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Getting difficulty in submitting form's data in Leads.
I'm encountering an issue where form submissions from my production server are not successfully saving data to Pipedrive leads, despite receiving a 200 OK response from the Pipedrive API. Could anyone assist in troubleshooting why the data isn't getting saved after deployment?
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Insights for Activity Reporting needs to be able to report on "Call Outcomes"
Support verified that there is no way to report Activities down to the Call Outcome level. Without the ability to report on Call Outcomes, all calls are just calls. KPI's for our ISRs (Insides Sales Reps) are based on Dials, Conversations and Appointments set. How can we get this with Pipedrive?
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How to avoid Turkish special characters in the Person Email field?
How can I avoid users to type Turkish special (OR any other languages' special characters) in the email field of Person. As you can see attached image I can type and save the email with special characters.
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Add Teams to followers
Would be faster than adding each individual, if you already have a team to assign it to.
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[ENDED] ✨ Your voice matters! What is ease of use for you? ✨
Hello and happy friends’ day, as Estonians say! 💚 We’re thankful for having you as a friend and thrilled to invite you to be a part of an exclusive opportunity to define the future of Pipedrive! Your feedback is invaluable to us, and we want to ensure that Pipedrive is as user-friendly as possible. We’ve created a brief…
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When will Projects be included in the Search Function?
Hello: When will it be possible to locate Projects using the search function? I thought we were able to in the past, am I misremembering? Either way, projects should be searchable.
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Can't add custom fields into Insights report view
I've just started using 'Insights' instead of reports, and weekly I look at the number of new deals in our pipelines. I have used the "Deals Started" view, but cant seem to add any custom fields to the report preview or the report pop-up. I need the ability to view a custom field called 'Lead Source' so i can see where all…
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Admin powers and the Mail in Pipedrive
Recently, I have been running into a situation where the default settings for visibility of emails sent into Pipedrive have been changed to "Private". My company uses Pipedrive for everything from sales, engineering, finance, commissions, etc., so everything must remain "shared". Currently, Admins don't have the ability to…
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Scheduler & self-reported attribution
Hi Pipedrive community, I really like the scheduler tool with which a prospect can book a call with one of our sales reps. Now, when someone books a demo or when the widget closes, I want to ask the client how they found us for self-reported attribution. What is the best way to do this? I am asking this because the…
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Filtering Leads by Labels
Is it possible to use filter on leads by labels? I can't find filter condition on labels :-(
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Error on Automations "insufficient authorization"
Hi there, I started automating a few things regarding the Projects AddOn. In this case it's a simple automation that creates (or should create) an activity for a user (in my testcase - myself). I have full admin rights, so I was a bit surprised when I saw that the automation (at least the trigger) works but then stops…
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Managing Deal Reporting in Pipedrive for Multiple Potential Funding Partners - Help Please
Hi There, We engage with multiple potential partners for funding simultaneously and set up separate deals in Pipedrive for each opportunity/partner we are talking to. For example, I have 1 funding opportunity that I am trying to sell to 3 different partners, but when 1 accepts, the others are cancelled. The value of the…
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Why is the Projects / Tasks features missing basic "to do" functionality?
I'm a new user of Pipedrive. I realize it's not a task manager, however it offers Project/Task features. My trial expired before I could dive into Projects and CS won't re-enable it for my account. Therefore, I have questions. After looking at the FAQ and YouTube videos, it seems that: Tasks do not have priorities Tasks do…
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Property cards in Pipedrive?! (Real Estate)
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
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Zadarma integration - need to have call history under a Deal and the Contact.
Hi, We have launched Zadarma integration recently, but we have an issue with calls being recorder under the Contact. We work primarily with Deals, and it would be perfect to see the call history there, as Phone Call activities. Does anyone have a similar case? Any suggestions will be appreciated, thanks!
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Setting Up Deals
I am the admin for our account and when I add a new organization into our Pipedrive to add to our deals pipeline I have to enter repetitive information i.e. organization label, contact label, deal label, and then it automatically adds me as the owner of the deal, contact, and organization so I have to go back and change…
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Email Tracker Keeps Turning Off
I thought that once you turned on email tracking it stays on, but it is randomly turning off and I have to turn it back on. Any suggestions?
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Adding a contact and specifying first name and last name
Hi, Is there a way to have two separate fields "First Name" and "Last Name" when adding a contact? As far as I can see, a single field "Name" pops up and later on Pipedrive splits it into first and last name. I would like to enter single and last name separately. This would help in some cases, especially when I only get a…
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Pipedrive partners slashed 50% of earnings - How will this affect customers
Today Pipedrive announced that their Premier partners will immediately receive 50% less in commission. I worry that this will affect their ability to run a sustainable business and provide the service they need to keep clients happy. With cheaper solutions on the market, Pipedrives increasingly urge to push prices and make…
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Add Label automatically to a specific Company when receive email
Good day, Dear Team, In Google Workspace is possible to automatically put a label when receiving one email from a company word or email, Is more easy to check in the email box. Is it possible to make the same ?
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Uploading Files onto Deals
I uploaded some files onto one deal, and they appear instantly. But when I change tab and come again into the Files Tab, the files are no more there. But when I search PipeDrive, i can see the file but still not under the Files tab.
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Shouldn't loss reasons be specific to pipelines ?
Hello, I use pipelines for: _ Pre-qualification _ Deals _ Projects (instead of the Project modules that is not helpful in my case) _ Internal Projects (instead of the Project modules that is not helpful in my case) Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed…
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Measurement button clicks + Stop/Cancel button for campaigns
Hello, I have 2 questions about the campaigns: 1. Why are 'button clicks' not measured? I only see link/url clicks. While I am sure (because of the results) that many people have clicked a button. 2. When we have pushed 'send' I would like to have a cancel/stop button. Thanks! Maaike
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Dynamic Fields - Activities - Workflow Automations
We have ran into a blocker to do with needing dynamic fields (using Pipedrive fields) in Activity descriptions - for Activities that are being set up in Workflow Automations. Here is a screenshot with the sensitive info redacted. The yellow highlight gives an example of where the Pipedrive Data Field is required (where the…