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Link/Unlink emails to deals (from a deal)
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.
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Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
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Why can’t I see all my data on the Insights Table View report? A quick guide
Ever wondered why not all your data seems to show up in Pipedrive Insights’s Table View under your Insights reports? Don’t worry—it’s not a glitch but a clever design choice called pagination. To keep your Insights reports running fast and smooth, the Table View loads data in batches of 100 items. As you scroll, the next…
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URGENTE - PAGAMENTO DE INVOICE
Bom dia! Temos uma invoice em aberto com a Pipedrive,é debito automático e não foi debitado ainda, como podemos pagar ?
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Typeform Pipedrive integration First Name Last Name
Hi, I have the typeform pipedrive integration setting up and working well apart from one issue. On Typeform the contact details has separate entries for first name and last name. When setting up the integration and selecting where typeform data populates in pipedrive, pipedrive's option say 'add new customer name' with no…
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Why doesn't my calendar sync properly anymore?
My calendar sync has been working, without issue, for months. Suddenly, starting Monday morning , it is no longer syncing at all. I have disconnected and reconnected the account several times. Cleared cache. Checked permissions. Tested calendar entries on the local calendar (outlook) but nothing has changed. Pipedrive…
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New Enhancement: Installments for Products
We're excited to announce that the Installments functionality is live! What? With this new functionality, sales reps can now configure the payment plan for one-time products to track payments through installments. This feature will also help with analysis of Product Revenue Forecasting report. Where to find? Installments…
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Use SmartDocs & build templates without cloud storage access
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
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Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
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Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
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When will webhook v1 be deprecated?
Hi, I noticed that webhook v1 will soon be deprecated. Pipedrive team, could you share the timeline for when this will occur? I'd like to know how much time we have to rebuild our integrations. ;) Also, once we're done, we plan to create a tutorial comparing webhook v1 and v2 for the community. Thanks, Maciej
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Automations Visual Change: visualize active vs inactive automations better
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
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Automations Need better management, troubleshooting and Standard Development Features
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…
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Pipedrive for Companies Running Courses
Hi All, I'm working with a Pipedrive client currently, who runs many courses as part of their business. We're looking for the best way to mange course numbers, course attendees, course spaces etc - has anyone setup Pipedrive for this use case previously, and do you have any suggestions?
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Emails should automatically be counted as activities
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
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How do I mass-download emails from PD that are in my Deals?
Or linked to specific Contacts…is there ANY way to mass-download emails from PD into an Excel? If not, is there a workaround, say, to export all the emails to another CRM, and then download them that way?
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Need to be able to control default Email Settings across all Users
What is happening: folks set up their Email Sync (without our help, so that we aren't able to make sure their settings are correct) and select settings to Automatically link emails to Deals and People and to Share their emails (instead of Private). This fills our system with emails that have nothing to do with Sales or…
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Pipedrive App Needs Field Groups
We have utilized field groups on all of our records: Deals, Orgs, and Persons. These groups should be reflected in the Pipedrive mobile app, but they are not! This is important because we have a bug in our system where some unnecessary Person fields were added, which we cannot remove or edit. So we have these fields sorted…
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Deleting Sent Campaign
Not a new idea. Just reiterating the other comments to have the ability to delete a sent campaign. Would like to clean up my list and delete sent tests. Thanks!
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Build dynamic url in email templates
I've seen that this is an old issue/ feature request back to 2021. Is it really true that this hasn't been fixed yet ? I need to create a dynamic url that point to a form, the dynamic fields should have name etc. included. I can create the url in the email template and i looks fine in the email…
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Smart Docs - Update Autofilled Values
When you've created a draft proposal from a Smart Docs template from a Deal > subsequently updated fields within the deal > re-opened the draft proposal > there should be an option to update autofilled values
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Attach uploaded Files to Email in Pipedrive
If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.
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Webhook for newly uploaded files (Organisation)
Hi there, I tried to figure out, how I can be notified by a webhook as soon as a file is uploaded to an organisation. There is nothing documented pointing into that direction. I already tried (Organisation)+(Updated), which triggers and works for changes of attributes of the organisation, but it does not trigger when a…
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Email Sync Needs a Toggle to "Make Linked Emails Shared"
Soon, we will be asking all Users to change their Email Sync settings to make their emails PRIVATE, in order to cut down on clutter, personal, and non-relevant emails showing up for all Users in Pipedrive. When we do this, and then rely on folks to actually link their emails to Deals or People, it is imperative that the…
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Automating a DRAFT email using email template in Workflow automation
I'd like the functionality of setting up a workflow automation for the creation of draft emails from email templates please. The use case is contacting my mortgage clients where I'm following up with them in two or three years time when they need to refinance their current deal. I may want to add something to the email to…
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Issues with emails rejected by various servers with "mail protection"
Good afternoon, I'd like to be able to send more (bulk) emails to prospects from Pipedrive directly (rather than from my work email). This is something I could do easily from time to time in the past. I seem to see a lot more emails rejected by various servers such as in the example message below received as a "bounceback"…
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Conditional fields
It would be great to implement "conditional" fields. For example saying : if I have this field (default or custom) with this value then open a new field to complete or make a field mandatory. ;) Thx
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Automation - Instant condition - Compare date
Hi, How can I compare if the expected close date is before today? If it is a date in the past. Can't see the option… Thanks!
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Problems completing the deal value
Does anyone else have this problem? I'm using the "value" field as mandatory and important for advanced stages in the Pipeline. The problem is that so far that field is automatically filled when I create a deal and add the products (which generates the value, ARR, etc.)... that is, I don't enter the deal value manually But…
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Related Organisations
Its been a couple of years since the original post was made, is there going to be ANY update to Related Organisations in Pipedrive? Ideally the ability to filter and report on relationships and import organisation relationships - is Pipedrive considering any developments to this? If yes, when and what changes?