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Personal email labels not shared with team
Today everyone in the office synchronised our emails to the Pipedrive account. We previously used labels in our gmail account for our personal organisation and then started adding labels to Pipedrive email as well, but we noticed that the labels we created within our account are shared with the whole team. Is it possible…
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Create new contact from Email if it doesn't already appear in your address book
Hi I would like the option of being able to create a lead from an incoming email (not using the lead booster function). I haven't found yet how to do that. Is this something on the roadmap please? Thanks Purnima
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Enhanced conditions in automations
I should be able to add conditions from different data sets. So, if an org field equals this, and Deal field equals that, and contact field is another thing, do this. I want to be able to change a deal stage based on an org field or a contact field. Seems like a straightforward and sensible operation to enable. The issue…
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Delete events from Pipedrive without altering them in calendar
I`ve faced this issue when realised I made my first integration of Pipedrive with Google Calendar with the wrong calendar - all internal events, such as team sync ups and even luches were in Pipedrive activities and those have nothing to do with sales activities. I tried to delete those events from Pipedrive manually, but…
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Using PipeDrive in Partner focused Organization
I have recently jumped in and am helping a company that has been in business for several years but focused on direct sales, pivot to indirect by using Partners and Referral Agents. They have Pipeline set up as a way to collect leads and monitor the sales process. I am looking into how to best use Pipedrive for Partners.…
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New: January 2024 Insights update đź“Š
We’re happy to start the year with an update to the Insights feature that adds several incremental improvements: Percentages: See the percentage (%) values on Pie charts and Scorecards. Increased segment size: Segment count has been increased to 20, including Pie chart sectors. Time units support for duration options:…
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New: Leads on Mobile 📱
We're updating both the iOS and Android mobile apps to include this feature, which has been a popular request :) What? * Manage leads from the mobile app * Convert leads to deals * Use multiple filters to find the right leads * Search for specific leads in your mobile Leads Inbox * Archive and unarchive leads directly from…
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What's the best way to get notified in Pipedrive so customers can receive fast responses?
Hi there! Is there a good way to get notified when a customer replies to an email? or Facebook message in leads? I have not found a way so war, it doesn't make any sound or come up as a banner anywhereÂ
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Email Inbox - Filtering
Hi PD - an extremely helpful feature to assist in the use of the inbox would be able to have additional filters. currently, there are only ones associated with Deals (amongst a couple others), however, none associated with leads. It would be great if you added in a Leads filter as well, and be able to have Leads and Deals…
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Adding field information
Hi PD team, I have a question about the option for adding custom extra descriptions for the custom fields in a similar way as you have in the configuration settings As of now, we have slowly passed the critical point with custom fields, and I see that users have problems understanding what is needed and when.
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Add 'Archived' label to Leads when searching
I have a feature request: would it be possible to add an 'Archived' label to archived Leads in the search results pop-up window, when using the search bar in the top header of Pipedrive
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[Closed] Looking for feedback: Importing data into Pipedrive (26.01)
[Update: 26.01] - We have all our slots booked for the sessions today. Thank you! 🙏 --- Dear Pipedrivers! We are looking to make import easy for our users! So if you’ve faced challenges in the past and would like to give us feedback, we’d love to hear it. We also have a design prototype that we’d like to get your thoughts…
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Sales Inbox Userface
I like the Sales Inbox and I have been using it a lot more where I have more projects to manage. But I am struggling with the userface when viewing an email thread, most of the time I dont know where I am in the conversation due to the way Pipedrive opens an email i clicked in the inbox. Sometimes I dont "see" the email I…
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Workaround for lack of Google Workspace alias domain support
Hi all, For those of us setup with Google Workspace alias domains the lack of support is really frustrating - it's basically stopping us moving to Pipedrive. Here's the main thread on that: I've come up with a really simple workaround though - using the smart BCC option in gmail to automatically BCC all emails so they end…
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Increased Size Options for Pictures of Contacts/People
The Contacts/People tab is excellent. However, I wish their image in the top left could be adjusted in size, so it is easier to see their face. The photos are tiny, and often we can't tell what someone looks like when pulling up their contact info. Suggestions: Allow for a back-end setting that increases the size of these…
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Automatic Whatsapp PipeDrive integration is live on PipeDrive Marketplace (try it for free)
Do your sales agents use Whatsapp in their work? Or maybe you have Whatsapp as a channel to communicate with your clients? Based on feedback from PipeDrive community and a hundred user interviews, we created an automatic Whatsapp integration for PipeDrive. Try it for free here:…
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Challenge for lead assignation using round robin
We are working with a startup that is integrating leads from forms from social media (facebook, instagram) and creating deals in the CRM using the Pipedrive API. We have facing a challenge to assign the leads to 3 branches, each one with 6-7 users, using round robin, but there are some limitations to follow: 1.- All leads…
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Configuration for two people managing the same pool of leads.
I have two of our 20 users that are going to be operating as a partnership using the same pool of leads. Can you have a professional subscription and use TEAMS subscription for some, but not all subscribers in an organisation? Any other ideas of how to configure a set up so they can both see the pool of leads and then…
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Help with pipeline deal visibility
Hi Team, I have 2 questions: I want to add 2 sales people. I want that they both use the same pipeline, but only see their deals/leads and work. How can I implement this? Both sales peoples get leads from the same source. How can I split the leads to these peoples or automate it like the system checks if someones calendar…
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How I can automate lead distribution using the robin round method?
 I tried router jet but it can work at a deal level not lead inbox level. Is there any other method to do that? or setup activity of assigning lead using workflow alternatively between 2 sales teams?
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Help in automation ownership
Hello, I need help with an automation. I need that when a new business is created automatically it goes to the most available attendant. If that attendant does not take any action with the lead in 30 minutes, move on to another attendant until one of them takes action.
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Better Email Signature Options
It would be helpful to have a customized email signature options. We have had a hard time matching our company's email signatures on Pipedrive. We can't add our photos, logos, or social links as desired.
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Reason for loss. Mandatory to optional.
Hello, I have been using Pipedrive for a long time and I have difficulty in continuing to change the status of deals to lost deal, due to the mandatory reason for loss, this significantly delays my management within the tool. It would help me a lot if there was a way to remove this option and leave it as optional!
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New: Improved permissions + custom fields
Hi Pipedrivers 👋 I’m excited to share some product updates to help you tailor your team’s data based on roles, safeguard sensitive information and enhance your focus in 2024. So, what’s new? Better pipeline visibility controls – keep your data safe by restricting pipeline visibility to relevant teams and roles Clearer deal…
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My clients are retirees, not part of organization
I'm having difficulty uploading and mapping lead data because I don't have "organizations" as clients, only individuals. Does anyone know how I can import and maintain all information without the use of organizations? Thx!
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pipedrive slow today
1 gig internet connection no browser plugs ins brand new machine app is just taking 3-5 seconds to click on any field and change data works blistering fast on weekends
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Is it possible to create Google meet link automaticly from Pipedrive schedler?
I use Pipedrive scheduler to create appointments with customers. Appointments goes straight to my Google calender, but it doesn't create Google meet link automaticly. You have to go to your calender and add separately Google Meet link. Is there some settings that I should check or is it even possible?
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Can I not model product subscription revenue in Pipedrive?
Here is the scenario I am working with: I am using Products to represent software licence seats. These come in different tiers: Gold-tier licence: $1000 / user / year Silver-tier licence: $750 / user / year Bronze-tier licence: $500 / user / year Our customers typically commit to terms of 3-5 years up front, but the…
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Lead Differentiation
Can a lead have different fields shown depending on the type of label I give it? This can be very handy if you use different types of leads! According to the Help Center this is not possible right now. Anyone who knows a way to work around this?
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Geocoding
Hello, reading the features of PipeDrive, I see that street addresses are somehow geocoded with Google Maps. This is great. Are the Lat/Long exportable? What I ultimately need to do is filter and prioritize Leads based on the distance between them. I figured I would do this "offline" using another spatial mapping service…