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Setting up an API in make.com
Hi, can anyone help me figure out how to make an API call using make.com? I am trying to add a note to a Lead using make.com. They don't have this feature, but it seems possible using the 'make an API call' with Pipedrive. This is as far as I got, but I don't think it is correct. Make.com has documentation, but the fields…
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Campaigns and Products
Hi! I'm evaluating different products for automatically sending email campaigns when new products are published. This is my use case: "As soon as a new product is available, I would like to (semi) automatically email all persons that might be interested (easily segmentable by a custom field) and tell them the product…
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Automating SmartData Updates
Is there a way to create an automation that says, "if a people is added, and the LinkedIn Profile is not empty, but the person email is empty - then create an automation that runs SmartData - and update the email fields based on what the SmartData finds? We have a lot of people who only have LinkedIn Profiles but not…
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Meeting/Activity linking pain
I've been really struggling with linking activities to deals in Pipedrive, I was wondering if I've missed something obvious or if this is structural limitation in Pipedrive that can or can't be fixed. We're in a complex b2b sales environment, with many deals with multiple stakeholders, both within the same company as well…
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Personalized deal tab (activity, notes, ...)
Hey, Would be nice if we could personalize the tab view that we have on a deal, org or person : Like reorganize and/or enable button on it.
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Set activity pop-up per user
Should be good if the activity pop-up (when we mark as done an activity, the activity pop-up to create another one) could be personnalized (enable or not) by each user and not only for the whole company.
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Activity pop up
Why is the "show activity pop up" company wide only?? I do not want this pop up every time I finish an activity, but others in my company do. I feel this option should be user based.
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Make Subscription a required field
We use the Subscription space to track our recurring Revenue. Presently, it's possible to Won a deal without adding any information to that area. This means that our reporting will be missing revenue for Won deals if that info isn't added. Request: make adding Subscription Revenue a required field for setting a deal as Won…
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SPF Record.
I am use to adding spf records to domains. I don't see the mail server record settings that I would normally see for a mail provider. Where do I find these?
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<8x8> integration automatically creates to-do activity
Is there a way to stop the 8x8 integration from creating an activity every time a call is made? I want to use call logging, but call logging also creates a to-do activity. As you could imagine, this only clogs-up my calendar... Any insight would be greatly appreciated. -Patrick
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We've just upgraded to trial the Power Plan. But the features don't work
Through some chats over the past 24 hours, I've been told a few things: It's an engineering problem that some members don't have access to Projects You don't get the added features in a trial that you would if it wasn't a trial; that we need to pay for the Project seats in order to get the Project seats added. (huh? What's…
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Allow Use of Product Field Variables in Email & Smart Doc Templates
It would be great if the product and variation fields were available to use in email templates. Similarly, it would also be great if they were available to place anywhere on the document when creating a Smart Doc template. Currently, it seems product fields can only be placed specifically in a product table, but our quote…
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We are just getting started with Pipedrive. Looking into tracking emails sent by our sales reps. I c
We are just getting started with Pipedrive. Looking into tracking emails sent by our sales reps. I currently have outlook emails synced within Pipedrive and have checked to make sure the sent emails I am sending through outlook are appearing under the Pipedrive mailbox. While these emails are showing in the Pipedrive sent…
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Excel to Pipedrive copy paste options?
Most of my data has been successfully imported. However, I have one more column of new excel data now with 200 dates that, if Pipedrive gave the option to, I could easily copy paste into the already created custom field. What external copy paste possibilities does Pipedrive offer, if any? Or is the only way to go through…
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Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
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Intégration du Planificateur de rendez-vous sur mon site;
Bonjour Madame, Monsieur, J'espère que vous allez bien. Je voudrais intégrer le planificateur de rendez-vous sur mon site internet, mais je ne peux pas le faire vu que je dois choisir des horaires précis, et en plus c'est moins beau en terme de design. 😅 J'ai eu une discussion avec l'une de vos collègues, elle m'a dit…
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Activities also shown in co-workers his overview
When I make an activity and register it to me, it's also shown in the activity overview of my co-worker. Our settings in Calender are the same - oneway synchronisation. Please advice?
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Second email not syncing
I have 2 email accounts I have setup (and paying the level that allows 2). The first email is showing up, the second says its syncing but the inbox is empty (which in outlook it is very full). How do I get support for this issue?
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Multiple Email Sync - Feedback
Hi there, the multiple email sync function is for some parts of a company a really important thing. Example: CEO, CFO. or for Teams to use a single personal email and a team email: jon.doe@sample.com plus sales@sample.com. For the most people in the company its not important to have 2 emails synced because its only the…
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Insights - export summary fields
Is there a way to export a insights summary fields, you can export the deals fields currenly but this is not available
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How to update a user ?
Hello, I have Users who did not update their profile properly, and I want to update (ex: add firstname or last name, ...). See attached, an example => firstname missing. How to add this info ?
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Pushing Insights to team members (reports and/or dashboards)?
Besides the sharing tool on Insights, does anyone know a way to PUSH a report to a user? I'd like a sales person's weekly dashboard pushed to them every Friday, for example. There don't appear to be any automations associated with Insights. I could send a recurring email every week with the link but I'd prefer the actual…
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Gmail Add-on is ready for beta testing!
Jana here, (Product Manager at Pipedrive). We’ve developed a brand new Gmail Add-on and are in need of some valuable beta testers before we release it publicly. The Gmail Add-on works in any browser (as long as you use Gmail as your email service). With the Add-on, all of your relevant deal & contact information will be…
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Shouldn't loss reasons be specific to pipelines ?
Hello, I use pipelines for: _ Pre-qualification _ Deals _ Projects (instead of the Project modules that is not helpful in my case) _ Internal Projects (instead of the Project modules that is not helpful in my case) Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed…
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How Many Contacts, Deals, or Projects?
I represent taxpayers before the IRS. I have a client who is having difficulties with his personal taxes and two separate businesses. I have three separate POAs and three separate contracts, and from the IRS’s perspective, these are three separate entities. They all have the same person who is responsible for the problem.…
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Exporting specific contacts to Outlook 365
Is there a way to export selected contacts from Pipeline to Outlook 365?
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Vacation/OOO Pause Feature for Automations?
Howdy team! A number of our automations utilize "Wait For Conditions" before proceeding to the next step. Unfortunately, given we're only able to have the action sit in limbo for 5 days, this will prematurely end automations for my team when they take their vacations. I know that using a Delay condition would solve that…
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CoderSchool_Customer E-contracts - Seeking Your Assistance
1/ Non-receipt of Contract Email: Two cases have reported not receiving the contract email. Deal 1: https://coderschool.pipedrive.com/deal/55135 Deal 2: https://coderschool.pipedrive.com/deal/56729 2/ Issue with Confirmation Code: She received an email requesting a code to confirm the signature. However, she did not…
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Running reports - Update time for a specific field
Our business follows how 3/4 key metrics are updated over time. For example, we have initial conversation with a new client and it becomes a lead. A 2nd conversation leads to finding out more info, for example how much volume they need. Then a 3rd conversation will ascertain the commission we can gain from any given deal.…
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Bulk label emails
Is there a reason that labelling emails in bulk is not on Pipedrives priority list? Isn't it a bit weird that there is a beta group created to make it possible to change the appearance of Pipedrive from Light to Dark and not make it a priority to make bulk label of emails and perhaps also lead and deals, a possibility.…