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Custom Domain for Webforms
It would be great to be able to have a custom domain for the webforms along with custom slugs. This would make sharing direct links to the forms look much nicer and more trustworthy.
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Webinar Q&A: Maximizing essential features
Hello Pipedrivers! ☀️ We would like to thank everyone who attended our recent Maximizing essential features webinar we conducted on November 8th. Your presence and active participation made the event a tremendous success. During the webinar, we received an overwhelming number of questions (more than 200 💪), and while we…
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Integration - Webflow
Pipedrive needs a Webflow integration like Hubspot so we can easily sync form data between our website and CRM.
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"Person type fields have been mapped but the required field is missing. To continue import, map Pers
Trying to upload a list of organizations, and was hoping to add the contacts later. So i keep getting this message when uploading an excel file Person type fields have been mapped but the required field is missing. To continue import, map Person - First name or remove person type fields.
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Custom Colors in Insight Reports
The insight reports can be customized to show a lot of helpful information. One issue I have found is that I can run 2 reports involving similar data, and the colors for the categories change from report to report. I would love to be able to assign certain colors to certain sales people, products, etc.....so that there…
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Pick times from a deal view
Hi there, It looks like something changed with the pick-times option. Normally I was always emailing from a deal view and added options from the pick-time option. But now this option is not visible anymore from the deal view. When I email from contactperson or from organization the picktimes is visible again. Is anyone…
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Can the currency dropdown be hidden if there's only one active currency?
Hi Pipedrive team! We have only one currency set up. All others have been deactivated. See this screenshot. But still the currency selection dropdown appears next to each currency field. It clutters the UI and is unnecessary. Can this be switched off? If not, the default behaviour should be that these dropdowns are hidden…
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Matching custom fields of 2 deals in separate Pipelines as Condition
Hi! To reduce human error, I am trying to create an automation, where: After a deal with a certain text in a certain custom field (an internal ID) in one Pipeline gets won, the Automation will find an open deal in another Pipeline that has same text in the same custom field, and moves that deal into a certain stage. As I…
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Button text color in Web forms
Is it possible that you have to go with white text on button only? Not possible to change it via CSS and Java Script I tried and failed miserably :) Any suggestions?
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Reporting for Projects Within Insights
We're trying to use insights to report on projects within our account management team. It sounds like this is a current limitation. Has the team considered rolling out insights for projects? Thanks
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Multi Touch Email Sequence
Hi Product team, is there any functionality in the roadmap in which pipedrive users will be able to create multi touch email sequences? I think this would be a great addition to your platform as it will allow to execute sales/business development representatives to work inside Pipedrive... what happens currently is they…
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Filtering all people by active lead
I find it hard to keep on track which leads I need following up which so want to try using the 'Set follow-up frequency tool in 'contacts timeline' so do that. I know it is possible to filter by open deals, but is there a way to filter the list of all people in my pipedrive account based on whether they are active lead…
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Data export - times in UTC
Hello, I'm exporting activity data in order to build timesheets for billing clients. What's frustrating is that even though the users have entered their activities in the local time zone, in the data export it's all in UTC time. I need the data to be in local time as different rates apply to day shift as opposed to night…
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Call logging android - troubleshooting
Hi, I want to get the answer. If only I have such problem. I'm using the newest version of Android APP I've configured the app accordingly - https://support.pipedrive.com/en/article/calling-and-logging-calls-in-the-mobile-app PROBLEM - some of my call's are not logging in I've exchange 47 emails with pipedrive to resolve…
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"New revenue" report
In our business, we invoice on a monthly basis with no set end date, so the value of our deals in pipedrive is the monthly cost for that customer. To get a better insight in the MRR, in all closed won deals, the subscription is also added, with a payment date set as well. Because it might happen that the contract is signed…
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Subscription revenue report - Values of the one-time payments
Hi! I have added the subscription plan to most of my customers. In some cases, we have payments that are billed extra, so I added "Additional Payment". In other cases we receive the payments only once so added it as "Payment schedule" - 1 payment. When I generate a report I want to see how much revenue we are making -…
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Pipedrive Campaigns for RSS feeds?
I use Mailchimp today for my marketing emails. One important part is when I write new blog posts on my website to deliver them weekly in a RSS feeds campaign. That means that the RSS feed detect new article posted on the website and the use Mailchimp RSS feeds campaigns. The Pipedrive Campaigns looks great but as long as…
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Is it possible to specify a default field value (input)?
Hi everyone Is it possible to specify a default field value (input)? For example, if we had a field called Estimated Return to Creditors, can we have that field always auto-populate with the likely/standard scenario (e.g. 0.2**) This way our users don't have to manually type it in each time, but can edit that value in the…
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When will more than 5 formula fields be available?
I am evaluating and implementing Pipedrive currently. We have invested many dozens of hours into the process so far. We are considering switching from HubSpot to Pipedrive. A large part of the appeal of Pipedrive was the Formula fields. On the pricing page there is no mention of a limit of 5 Formula fields. Just…
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Is it possible to set a default activity type & default activity name?
Hi Pipedrivers, Whenever I mark a Task as "Done", Pipedrive prompts me to schedule the next one, which is great. However, it leaves it to me to fill in all fields. Here are my questions: * By default, the next activity is a Call. How do I make it a Task by default? * By default, the next activity has no title. How can I…
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Suggestion for Leads Inbox
It is good to have a list of leads, but having to jump to another page to send an email is not very convenient. Could we be able to send emails via the leads inbox in future?
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Automatische Termin-Erinnerung
Guten Morgen, wir brauchen eine Funktion zur automatischen Termin-Erinnerung an die Teilnehmer des Meetings (insbesondere unsere Kunden). Use Case: Wir planen einen Kundentermin als Aktivität in x Wochen und möchten einen/zwei Tage vorher eine automatisch generierte E-Mail als Erinnerung an den Kunden senden. Diese…
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Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be
Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be present in that integration.
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Workflow automation: Automatic Reminders
Hello! I've created an workflow automation for a 3 days automatic reminder. Every time we mark an activity as done, it creates a new activity automatically for in 3 days. I've configured 3 days, tried with skip weekends and whatnot. Not successful. I'd like to implement 3 'business days' as the due date of the activity. So…
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Automatically make an email shared if linked to a lead or deal
Hi team I currently have my `default email sharing` configured to private, and then manually change any email linked to a lead or deal to `share within your company` Can you please add the ability to automate this? Therefore if an email is linked to deal or lead, make shared automatically. Cheers Sam
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Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
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Enhance quality of Pipedrive Dock icon (macOS Sonoma)
In macOS Sonoma, Apple introduced a 'Add to Dock' feature for Safari. This enables users to add web applications to the dock. Very useful for Pipedrive users. Currently, the web icon isn't optimised for adding Pipedrive to the dock. Can the icon be updated for this?
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I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's
I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's / buyer's closing attorney, home inspector, termite inspector, lender, etc. with deals. I started by adding fields under "organization" in deals but then realized that maybe I should be using "participants" for this. Any…
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Feature Request: Automated Sales Document Creation
Hello, I understand that it's a longshot, but I would like to request the following feature. This would personally save me several hours per month, and I am almost certain that others would also benefit. Feature: Automated Sales Document Creation Customers are often engaged in activities that have an educational purpose.…
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Missing import data in Pipedrive, yet when exporting all is there.
Hi, This is a bit of a frustrating day in the office and I just want to speak to someone on the phone. In short, we have 500 leads that we imported to Pipedrive, yet a lot of information is missing in Pipedrive itself. When I however export all of Pipedrive the information is there. How can this happen and what can be done…