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Document Storage
We would like to use Projects to manage our annual client claims (clients typically sign up with is for three or five years and claims are handled annually for each client contract with various documents required in support of each claim period. We currently use Teamwork which allows us to store the various documents…
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Person's position on organisation
Hello, I have a suggestion for a function. Our situation is, that we have sometimes quite a lot of people associated with an organisation so it could be difficult to navigate quickly between them. We also have a person custom filed with his/hers position within an organisation. When we are on organisation page, we have to…
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Automation Triggers with Deal stage not changed
Hello, I have been creating new email automation to send out reminders when someone has been in a certain stage for a week. I am using the instant conditions of Deal stage is __ and Deal stage has not changed. With then a delay of 1 week. Then the email template is sent. My question is if a deal is triggered by this…
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Sending automatic followup after a manual email
I am sending emails out to new leads in my leads inbox using various templates. These are not automated because I like to personalize the first email out. I need a way to automatically send a followup email 3 days later if I don't get a reply. The Automations feature doesn't have a good trigger for this. What is the…
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Recurring task for Projects
Hi guys, Projects is a very exciting addition to Pipedrive! But there is one thing that hold us to move from our current project management platform to Pipedrive Project and it's recurring task. Those are extremely useful and can't be overlook. Is it on the roadmap to add the possibility to create recurring task to…
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404: Not Found (undefined) - On Make.com
Hello, I'm trying to set up the "Make an API Call" module on Make to update a person's settings, specifically the "label" field. Here's what I'm using: I'm using the following URL: https://api.pipedrive.com/v1/persons/<id> with a body like this: { "label": "8" <or other ID> } I can successfully perform the operation using…
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Phone numbers in lead inbox displaying improperly
Anyone know why my phone numbers look like this in the lead inbox? No matter how much I widen the column it won't correct. Thanks!
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Merged: Please expand Email Templates
This discussion has been merged.
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Cheeky little email update 😀
"Write my email" is a very welcome update, hopefully we will see this in Smart Docs also 🤞
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How can I bulk edit contacts associated with organisations owned by a specific user?
I have alist of contacts at organisations owmed by a specific user - I need to bulk edit the contacts to be owned by the same user that owns the organisation. How do I do this please?
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Importing Addresses and Auto Geocoding
Having issues with important my business addresses (To include Zip) while having them auto geocode so I can use the separated columns for City, state, Zip via them auto populating. Imported addresses are all in one line and I need help with that.
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QR scanner in Pipedrive app for contacts sync
Hi, Does Pipedrive app have QR scanner? I suppose it would be amazing if Pipedrive app would have integrated QR code scanner that when sales are on the road, they could just scan the business card of a customer and the app would pick up all the essential info from the business card and create a new Person in Pipedrive…
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Insert fields for Projects
Hello everyone 🙋♀️ Unfortunately insert fields dont work in project emails as these fields come from our deal. It would be amazing once we make a deal and then create a project that deal fields also worked in projects so when we set up emails in projects the insert fields work for us - this would save us so much time.…
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Synch Automated Campaigns and Automations with “Last email sent” date
We use Automated Campaigns and Automations extensively. When we send an Automated Campaign via an Automation, we can see the Campaign emails and dates sent on each contact record, but the “Last email sent” date is not updated to reflect that the Contact was, in fact, sent an email via Campaign+Automation. Currently, only…
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[CLOSED] Looking for Testers: We're building an Invoicing & Payments solution!
Hi all! 👋🏻 I’m Natasha, a product manager working on an invoicing and payments solution in Pipedrive. If you’ve given feedback or shown interest in this area, we may have already spoken at some point this year - so hello again 🙂 If you’re hearing about it for the first time - here’s a brief overview: We’re exploring how to…
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Why is workflow automation only working for manually created leads and not imported ones?
Afternoon all, I am trying to create an automated workflow which will automatically send a templated email and then generate a follow-up call activity a few days later. For some reason I can only get the automated email activity to work (and not the creation of the follow-up call activity). However, the automation only…
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Applying Labels in Bulk
I am trying to figure out if it is possible to upload a spreadsheet and apply a particular label in the upload and have it show up in Pipedrive. We had leads attend an event and I want to make certain they are identified in Pipedrive for further development.
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Automation: send a new email when Lead contact person Email is changed
Im using this automation flow: Trigger: Lead updated Instant condition: Lead contact person email / has changed Action: Email / Send email using template It doesnt work. What am i doing wrong? Does this trigger anything?:
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Automation - mark as lost with a lost reason
Pipederivers. How do I create an automation, that marks the deal as lost with a specific lost reason, I got the first half of course, sending an email on a 1 day old rotting deal in a specific stage, but how do I change the status to Lost with a predefined lost reason?
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Forecast
I want to create a forecast based on the month we deliver the project which we have listed as "show dates". We have a custom data field set up that our salespeople use to provide the dates the tradeshow or event opens and closes. I have not been able to set up a forecast using "show dates". Does anyone know how to do this?
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Labels for Activities
I would love to have labels for activities within a deal. We have the little icons for something being a call, meeting etc, but if they could be coloured and with labels that allow us to visually understand something instead of just words that would be helpful. Doing a quote is really important so for that I would love to…
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How do I import organisation addresses into Pipedrive so only the address fields get updated?
I have a spreadsheet with a bunch of organisations' address fields - these organisations already exist in our pipedrive account but I need to update them with the address fields contained in the excel sheet. How do I do this please without duplicating the organisations?
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Trigger automations when importing
I swear this was a feature before. But I had not been importing contacts a bunch before. Now I am doing pretty good sized imports after events, and I need them to trigger an automation I have set up for a specific deal... and it seems imported contacts does not trigger automation??? I am dumbfounded this is even a thing I…
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Online Meeting with Microsoft Teams didn't work. I need some help to get it running.
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Filters & Data Columns
Please can we add "Tick all" and "Untick all" when you are selecting which data fields you want to appear as columns when on list view or Contacts
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Digital business card solution?
We’re looking for a digital business card solution that will integrate with Pipedrive – that will allow any new contacts that are made to be created as a new person contact within Pipedrive (preferably with appropriate tags). I noticed on Pipedrive marketplace that the following digital business card solutions are…
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How to get support
Good day, I am new to Pipedrive and have tried for the past 2 days to get in contact with support or log a ticket. I sent an email to the listed support email, and then I received an auto-response that it's no longer being monitored and I am to use the live chat. I have used the live chat and the bot keeps bringing me in…
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I Please Need a Report of "Call Duration in Minutes"
I would like to know how I can get a report of total "Duration (minutes)." Currently, the only available option is "Duration (hours)." That is to broad and not detailed enough for tracking accurate daily activity. I know it's possible because when I click on a detailed report on a user, I can get the call duration in…
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Autolink contact history to deal
Fairly new to Pipedrive so apologies if this has been answered in the past but I find it strange that it's not immediately obvious, particularly when it's a given with other CRMs. However, I'm trying to link contact history with the deal they're associated to. Reason being the wider business needs to be able to view the…
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What about this feature for note template?