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Round-robin in Scheduler
It would be great if Pipedrive's Scheduler had a round-robin team scheduler, so clients can schedule a call with either of the company's employees depending on their availability via one link (the same way as it's done in Calendly). I would have helped to use Pipedrive's Scheduler instead Calendly's for $32/month.
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Product Catalog best Practices? -- SaaS
We are a SaaS company that offers both annual and monthly subscriptions as well as add-on's to our software. Does anyone have an info on best practices for product catalog in PD? Curious if we should be using variations or have each item be its own SKU etc.
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Subscription Pricing for Products
I believe that having the option to setup your products with a subscription pricing method as an option instead of just total cost of a deal, this would be helpful when using the forcasting tool. As the Insights will be skewed with revenue if it is forecast all in one month when actually it is spread out monthly or…
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Product + Subscriptions
Why can't a subscription be a product? Or at least when I add the subscription it would be great to link it to a product I've created. This would save time in typing in the subscription name & details all the time.
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Editable custom data fields from org/deal/person page
This one bothers me, like a lot. Let's say I have a custom field under organization to be filled out in qualification that lists the prospective org's current system used, let's call it "Current System Used". This is a drop down select list field. I go an find the top 50 systems list somewhere online and paste those in as…
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Automation based on a condition on "Revenue" data
Hi Team, it would be very helpful for us to set up an automation that triggers the delivery of an email in case a deal has no data within the Revenue module (Billing Plan): I've tried to do it but I see no way to use those data (Billing Plan) as a condition for an automation on Pipedrive. It would be great to develop it,…
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How to archive - old email (over x days)
How do I filer emails older than a certain date or age (ie 3 years old) and then either archive or delete them from pipedrive. Right now I can only see archive for selected emails. I have thousands. A lot of our emails have large attachments - so this is causing issues for us as well. D
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If someone opts-out on your Pipedrive newsletter, automatically opting in again isn't possible.
Sadly I found out it's not possible for someone to overwrite their own opt-out with an opt-in. I'll frame the issue here. Someone (she) subscribes on our newsletter, but isn't a customer. Then unsubscribes 4 months later. Afterwards, let's say 1 month after unsubscribing, she becomes a customer through our website…
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Priority Labels for Activities BETA
Dear Pipedrive Community If you are interested in being part of the BETA for Activities Priority labels, please share your email address and we will enable this feature for your Pipedrive account(s) with which that email address is associated. You can enter your email address here -> https://forms.gle/SrHXES5nhUeBdstv8…
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Login Authorization Emails
Any way to get this changed to using other forms of security checks. For example, text message codes or an authentication app for those that dont always have access to their emails?
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Bulk label emails
Hi, can anyone help me to show me how I can bulk label emails? Thanks, Joop
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Merging improvement: Check if the only difference is http & https
Hi there! First off: Love the software. The one thing I found gives me quite some work and I belive is easy to fix is this: When getting data from different places, sometimes I end up with duplicate people or companies. It is fine, the merge works quite well. One of my custom fields, I use to store a url. In my case…
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TAGS
Is Pipedrive ever going to add Tags as a feature? Not Custom Fields which have a different functionality Tags allow you to easily view data in a segmented view based on the tag(s) assigned. Custom Fields requires you to build separate filters for every possible view. If you have just 10 data points in a Custom Field, then…
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Automating Tags
Hello, We are creating tags for each contact to set up a marketing campaign. The tags are based on title, etc. Is there anyway to autofill the tags from other fields in the contact like a field "job title?" so the job title autopopulates into a tag.
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Would anyone else like to have Pipedrive use tags?
Would anyone else like to have Pipedrive use tags?
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Crunchbase integration
Hello there From what I can tell there isn't a direct Crunchbase <> Pipedrive integration? I've seen Bardeen has created something using the API with triggers. Same with Tray.io. Any recommendations or thoughts? We're looking for triggers based on a company closing a funding round amongst other things. Look forward to…
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DARK MODE for Pipedrive?
I have a "crazy" idea: DARK MODE for Pipedrive??
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eMail Tracking for multiple project with same owner
Hello PipeDrive Community, We use Pipedrive to track all our projects; in some cases, we have One client who has more than one project at a time with us. I know if we use a deal-specific email address when writing an email gets tracked under a specific project. However, if the user sends an email which is related to…
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Sign up for the Dark Theme Beta testing group 🌓
Hello, Community! We've received numerous feedback requests for the option to have a dark theme to better align with your working preferences. I'm excited to announce that a beta version of this feature is now available! In addition to other customizable features like custom navigation and a customizable landing page, you…
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New: Dark Theme in web app 🌓
Hey Pipedrivers! Some of you have been testing it already, and now it’s official: the Dark Theme, 2023’s most popular feature request in the Pipedrive community, is scheduled to reach all users by the end of January / early February 2024. This is a personal setting for each user, with three theme options: Light Theme –…
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Chatgpt & Timeline & Pipedrive
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
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When replying in Pipedrive, why does it sometimes start a whole new thread?
Perhaps a bug, but I don't know where to report those... Sometimes when I reply to a pre-existing email thread in Pipedrive, it creates a new email thread with the same subject and quoting all the previous emails in the footer. Is this something others have experienced? To note, I like to switch between sending emails in…
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Is it possible to automatically add email attachments to Files area?
I have a workflow that sends the customer all necessary PDF forms they need to fill out when a deal begins via automated email. When the customer replies to the email with attachments, the email shows up in the history of the deal. I'd like to have those attachments automatically add to the Files section of the deal.…
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How to improve privacy while sharing two-way sync calendar with pipedrive?
I started using two-way sync with pipedrive. Really cool as I do not have to duplicate stuff in pipedrive. However, a lot of meetings I create in my calendar are not related to sales and I prefer not to share their content with others. Since these events are synced in pipedrive as my activities, everyone can see them. Is…
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Community Question
Hi Pipedrivers :) - I have what might be a silly question. When I first started with the Pipedrive community, I was using my profile email address here: @Jeremy Gulley and now I'm using this profile permanently. Is there anyway to combine or merge my profiles on the community? @Inês Batata - would you be able to help?…
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Question: Drag-and-drop file upload sometimes doesn't work
Greetings, I have a problem with drag-and-drop file upload, and I'm wondering anybody have the same problem. When I tried drag-and drop file upload, sometimes it doesn't work as expected—the browser opens the PDF file in a new tab instead of uploading this file to a Pipedrive deal. Steps to reproduce: Under Windows 10, a…
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Keeping files in a deal organized Pipedrive Sync
Keeping files in a deal organized We often run into having a very cluttered filing space as the e-mail signature images & several revisions of our product designs are moving back and forth creating confusing situations for our purchasing dept & quickly getting the right & most recent files. Possible Solutions are the…
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Is there an integration for pipe drive with Granot and RingCentral
I'm looking to integrate the current CRM system, which is very popular in my industry, which is the moving industry and shipping. Is there for now a way to link numbers that we have with RingCentral with pipe drive? That way, we can use the assistant to help organize our pitching process in sales process Also, are we able…
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Pipedrive not loading
Taken a long time for the screen to show up then the search bar shows Oops! something went wrong and can not use PD at all... please fix.
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URGENT: Pipedrive hanging and not loading stuff
Hi Bunch of weirdness with Pipedrive hanging right now, saying it can't load stuff, emails not sending, taking ages to save emails and when I click the live chat button it just closes down the pane the live chat link is listed in. Closed browser, logged back out and in. Please can you advise. Thanks.