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Better Brand Visibility with Scheduling and Contracts
Hi Pipe Drive, I think your CRM is a very nice product and one of the easiest CRM I've found to use, but currently, I believe you are missing a pretty big mark for some businesses here - The idea of having an all-in-one effortlessly. Currently, I'm using Square for payments, contracts and appointments. Predominately,…
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"View only or limited" access to Projects
It would be great to have a free "view only or limited" access to Projects We deal with numerous sub-contractors that just need to access the project details/contacts and any documentation for delivery of the project. Sometimes they need to upload some final documents and images to show completion To have to buy a license…
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How to track demo no-shows?
Hi all, At the moment, we're tracking people who scheduled a demo but didn't show up in a spreadsheet because I don't know how to track that in Pipedrive. I suppose it wouldn't be a good idea to have a "No Show" stage in a pipeline as each step of a pipeline should be mandatory for the vast majority of prospects. Also, it…
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New: Workflow Automation History 📝
What? Users can understand the status of a given automation execution and troubleshoot it when the outcome is not as expected: * The historical execution data is kept for 15 days for all workflows. * For workflows with delay steps on top of those 15 days, the executions are kept for the total delay period configured in the…
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Multiple owners for organisations & contacts
I think it would be a great feature to allow multiple organisations and contacts to have owners. We have people in our company who need to be owners of multiple of the same organisations so would be very useful.
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How to transfer Google Meet transcriptions to Pipedrive?
How to transfer Google Meet transcriptions to Pipedrive?
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Templates for notes
Often our team is having the same intro calls with multiple leads. We always want to gather the same data points and guide the conversation in the same way. Data fields are more difficult to update live and the format can be limiting. It would be ideal to have templates (like the Sales inbox) for notes so that the team…
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Tool to connect with Pipedrive to call from Cape Town to Germany
I will soon be flying to Cape Town and wanted to connect the CRM Pipedrive with a tool that allows me to directly call customers as well as receive calls. I actually find Satellite quite interesting, but there is no interface to Pipedrive. Otherwise, there is also sipgate, but I think you have to use a SIM card and I would…
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Is it possible to let us know which page the web form was submitted from?
We reuse the same web form on multiple pages, but it would be nice to know which page the web form was submitted from to help with our analytics. This would be better than duplicating the form 10 times and placing a different form on each page to achieve the same thing. When we get an email when someones has submitted from…
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E-Mail Automation in Leads and creating a task
Hi there, my first question here :-) The case is the following: We've imported many Leads into Pipedrive. I want to send in all Leads an E-Mail Template, called “Template 1”. I started this, when I trigger all Leads with a new label. All Leads are sending my template, everything is fine. But now I would like to create an…
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Lead API feature request: find lead(s) on Person and/or Organisation ID
TLDR?: Request API option to find lead on Org ID and/or Person ID Hi team, great to see the progress on the API's, esp for Leads which we're embracing. I have a request (following some open issues in the dev-channel): Can you please allow for an endpoint to get Lead(s) by either Person or Organisation ID. Or something…
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End automation after deal is won or lost
My automations keep rolling after the deal has been marked as won or lost. Is there a way to automatically kill the workflow once it has reached the won/lost position?
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Scheduler - Connect Multiple Calendars
It would be great if the Pipedrive scheduler could check availability on multiple calendars and then post the event to one. Just like in Calendly.
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Auto-Synchronization of Scheduler with Calendar
It would be very beneficial if the scheduler could automatically synchronize with the user's calendar. This feature would streamline the appointment setting process, ensure consistency and accuracy, and reduce time spent manually updating both the calendar and the scheduler.
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Nice suggestions with Pipedrive Updates
* Is there a way Pipedrive could go windows app? Like Asana * Why is PD super slow especially with its interface when showing the list of leads * Is there a possibility that PD can add a chrome extension that can quickly add deals or contacts and would look like this not needing a Gmail web for it?
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Webflow integration -> Wrong date in date field in Deal
Hi everybody, I have implemented an integration between a Webflow form and Pipedrive via Zapier. In the webflow form we are asking for a date via date picker. In the Zap the output of the date is correct (e.g. 2023-11-07) and the data is transferred to Pipedrive. The deal is created with all the correct data BUT the date…
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Visibility Options on projects
We have a range of teams and ideally we would like the projects to be segmented as well based on visibility groups as with deals.
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Pipedrive - Typeform integration
Recently we have enlisted into Typefrom to automatically get information typed in by people who fill in documents we sent them. Unfortunately, this doesn't work very smoothly. Fields like Name and email are transferred to contacts in Pipedrive, but most fields do not. F.e. multiple choice fields. Does anyone have the…
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Last Activity Column.
Hey Guys, Wanted to see if anyone knows how to get the last activity column to work to include when I send an email to an account etc. I realize that it is only updating for manual entries but is not tracking email activity. Thanks in advance!
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Mailchimp to Pipedrive failling to add the organization
Hi, I created a zap in order to automaticaly creat a new contact in Pipedrive whenever a new person is added to a specific MailChimp audience. The zap is working as intended except for the organization part… All the other informations are in the Pipedrive contact but the organization. I also have a zap between gsheet and…
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Can I automate a 'New Deal' in a different pipeline, created from the the details of a 'Won Deal'?
We have 2 pipelines. Sales and Production. We want a 'New Deal' to be automatically created in our Production pipeline, with all the details from the 'Won Deal' in the Sales pipeline the moment the sales deal is set to won. Is this possible? OR - can we have the won deal (with ALL the information from the deal) appear…
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Include Time/Date in email appt reminders
Hi Guys, Considering it's not possible to pull fields from Activities into email templates, is there a workaround to include the time/date of appointments into automated email reminders? Ideally in a 12 hour format. Thank you! David
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Filter selecting all contacts of a deal
How can I create a filter whereby I select all persons that are related to an organisation (not only the selected contact person) that have a deal in a specific stage?
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Pipedrive hasn't been updated with Linkedin information via the Dux-Soup
Hi D-S, my Pipedrive has not been updated with LinkedIn information via the Dux-Soup plug-in for the nine days. Is there something wrong on the D-S side? Please help. Rgds, Julian.
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Lead to lost - how to mark it?
Please advise how I mark a lead as lost
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Direct link to "Add deal" form
It would be great to have a direct link / url pointing to the "Add deal" form.
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Pipeline View Needs a "Show All" Toggle
It has never made sense for our organization that WON & LOST Deals drop out of Pipeline view by default. Heck, it took me over 2 years in the system to realize that we could even create a filter to show these Deals in Pipeline view, that's how used to it I had become! Utilizing a "show all" filter is becoming more of the…
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How do I pull in the phone number field (person) on deal insights?
I need to pull a report to see the phone number of all deals started. Why is this not there? I don't get it.
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It is possible to make bulk operations on mail to assign labels and/or projects/deals
I wish to select more emails and make two kind of bulk operations: link them to a project or a deal assign them a label It is possible?
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Allow Admin to View Email Open/Link Tracking from Other Users
Not sure why as an admin I can see other users' emails but not the link tracking and email opening tracking from users' emails. This can and should be done.