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We want feedback to our new app, that tracks job changes and monitor emails
Hi Pipedrive community! I would like to hear feedback on the app (https://marketplace.pipedrive.com/app/champlist/d0cbc932d68db9a2), which I built as a fan of Pipedrive. I use Pipedrive for a long time and I decided to leverage the environment and start building features directly in the app. WHY did we decide to develop…
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Email Synchronization At the DEAL LEVEL across all contacts in the DEAL
I think this is a legacy issue as I've used pipedrive for more than 3 years now. I still cannot figure out why emails synchronization is not seen at the DEAL Page. If we write an email in our native application (Gsuite) to a contact listed in the Deal, it often only appears on the contact page not in the deal page. It is…
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Pipedrive live chat support "Chat with us"
Hi, whenever i click the chat with us support button, the right hand side toolbar dissapears but now support chat pops up. I have cleared cache and cookies but still it does not work?
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Can't change "unsubscribed" marketing status
There are many cases that we should be able to change to marketing status from unsubscribed to subscribed again: * user just unsubscribed from a specific newsletter and not ALL of them * missclicked the status while editing contact details * customer decides that he wants to receive newsletters again Hopefully we will be…
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Tiered Licensing
We are getting on well with PD but what are everyone's thoughts on tiered licensing? One of the issues stopping us from moving up the plans is that all licenses need to be on the same tier. We would expect to pay for all the sales and marketing team on the full product but like a lot of people we have a big pool of people…
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Web Forms - Custom Width
Firstly, we would like to say that we think the newish web forms are a fantastic addition to PD. Like everything with the CRM, all data feeds in like a breeze. Thank you. One area we feel that they visually could be improved would be to have an option to customise the width of the div frame. From the below screenshot, you…
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Make Admin Setting - Custom Colors in Insight Reports
There are times when it would be beneficial to save users from themselves and set the color scheme at the admin level versus individual level.
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Filter by deals that contain subscription
Since the launch of the new subscriptions feature, it would be nice if there was an option when creating a filter to show deals with an active subscription e.g. Deal » Subscription » is » active.
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Send LinkedIn Messages From Pipedrive
Hi. We are currently using Leadjet for LI integration. We have no issues with contact syncing. We are looking for an easy way to send contacts linkedin messages directly from within Pipedrive - rather than having to switch out to LI. I have heard Duxsoup may do this. Does anyone have any recommendations on PD to LI…
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[Closed] 🚀🔮Be part of the AI revolution with Pipedrive 🚀🔮
UPDATE: This beta test is now closed; thank you all for participating. Hi, community! 👋 We’re working on bringing the power of Artificial Intelligence to your Pipedrive experience. This will offer you and your teams greater efficiency and effectiveness in your sales process. Here’s a sneak peek of what we’re working on:…
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How to enable auto activity pop-up once the deal is Won
By mistake I have disabled it from the pop-up screen on won deal, now new activity pop-up is not appearing. It used to appear automatically when I would mark a deal as Won. My setting is on from the company setting and activity section.
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Project Board Summary
Hello, It would be great if similar to the deals area, the board could summarize a dollar amount that is on the board. In the Deals section, you can see the total value on the board view right next to the board selection tool, in the same line as the total # of Deals on the board. Right now in Projects, you are only able…
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Expected close data and expected period for the completing work ?
Hi We are a consultancy that sells hours. When we add a deal to PD we set the expected close date. However, we would like to indicate on the deal when we are expecting to "put in the hours" to do the work. We would like to use this to forecast expected revenue from hourly work in each month As an example: A deal/proposal…
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Projects Activities - Hey Team - we can't complete projects inside deal page
when we put in an activity into a project its not showing on the deal page. for some reason it will only show on the organization page - we need to see this on the deal page
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Smart Contact Data - ability to copy / transpose to contact details
When you use the smart contact data lookup, there is no easy way to add smart contact info to a person's contact details, i.e. copy it from the smart info box to their actual saved contact details. This would make this feature so much better. What are your thoughts?
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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…