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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.
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Exporting Email Insight Reports
I am wondering why it is currently possible to export specific data sets and full tables within all insights report types except for email reports. Our team uses insights to track the open rates behind certain group emails that we send via Pipedrive email sync, but not having the option to export and filter further renders…
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Project Management Integration
I'm trying to integrate my Pipedrive CRM with the Monday platform, but the integration is very simple. They just have the option when you create or add a lead. I would like to use integrations such as "when you move a deal to another stage", then is added in the Monday Platform. Do you guys have any suggestion, how to do…
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Pipeline Stages for reoccuring sales
I'm managing a team of financial consultants and want to make the switch to pipedrive, since our process tracking so far is pretty much non existent on a standardized level. Currently I'm struggling with creating the right stages for our sales process. Up until the meeting to present the concept to our clients, everything…
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Too many activities jamming my calendar! . How do I stop this from happening?
Hi . Every time I call or send SMS from the PD system ( using Justcall App ) it registers into my calendar as an activity. Please see screen shot. Does anyone know how I stop this as it is jamming up my day and I can see what appointments I have coming up. Thanks heaps . David Warne. Please see attached image for further…
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Searching for LinkedIN SN Bulk Import Tool
I am looking for a tool to bulk import Sales Navigator lead lists into Pipedrive with custom fields such as LinkedIN profile URL. In the past, we had used Snov.io, but ran into increasing technical problems, losing 10%-90% of leads on the Sales Navigator list. Does anyone use a well-functioning solution? Thanks for any…
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SmartDocs
Gostaria de solicitar a abertura de um chamado para discutir uma possível melhoria no sistema, especificamente relacionada à inclusão da soma do peso dos produtos nos documentos gerados pelo Smartdocs. Atualmente, utilizamos o Pipedrive como nossa principal plataforma de gerenciamento de vendas, e o recurso Smartdocs tem…
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Feature request: help text for fields
Would have been great to have the possibility to add help text for fields. For example there will be cases where you want explain what spesific information a field should contain.
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Insights Dashboards - User Filters are ignored in reports around "Creators"
The User filters on a dashboard seem to not respect the actual filters applied on a report. If a deal report is 'Owners' then the filtered user should apply to Owners. If an activity report is 'Assigned to User' then the filterd user should apply to Assigned to User And if an activity report is filtered on "Creator" then…
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Custom forms layout - horizontal fields
Would be useful to be able to layout/display form fields horizontally in circumstances where the embedded location doesn't have room for stacked fields.
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Send email based on user's language
Hi, Do you know how I can send an email based on user's language, when a new lead is created? I've created a language field, attached to the person. But how can I reuse this field with an automation, based on lead creation? Thanks for your help or advices! Matthieu
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Enable First name & Last name default fields on my account
I would like to enable First name & Last name default fields on my account. I've gone through some posts syaing that i need to request the support team and they could turn this feature on for me. However, I am anable to reach them. Chat somehow only leads me to a bot. Has this feature been enabled with some setting at the…
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Subtasks - How to insert and/or re-arrange?
I have created a sample project (refer to jpg) and want to insert a subtask. I do not see an option insert and/or drag and drop to re-arrange subtasks. Any suggestions? Thank you. Keith
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Is it possible to have multiple "Unsubscribe" options/choices?
I want to give our users the ability to unsubscribe from our newsletter which has a high frequency send, while still staying part of our event mailers. This can also be described as changing their email preferences to only receive some of the content we share. For reference:…
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Emails from Pipedrive are going into spam
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
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Products Section
Products section needs a lot of work. Part a CRM is for Reps to forecast sales. Pipeline and how much commission is in their pipeline. Problem...how do you track products if you have a Deal with more than one Supplier. Example...if you have a Deal that has products from one supplier for 25 Apples and another supplier that…