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Calendar Sync erased my Pipedrive Activities, why?
I was syncing my Pipedrive account with my Google Workplace calendar and suddenly all my Pipedrive activities have disappeared. My boss also tried to sync and lost all of his preexisting scheduled calls on his Google calendar. How do we recover these very important pieces of data?
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Create an automation to update custom fields according to organization fields
I am trying to set up an automation that enables a custom 'people' field to update based on its associated 'organization's' field. How do I do this please?
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Measure time to stage
Hi, I'm trying to measure the average time it takes to move our deals to a certain stage. I know how to measure the time to Lost and Win, and also the mean time in a stage. But I want to measure the days since the deal was created until it reaches a certain stage. Why? Because that stage is when our team finishes…
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Will You Be Integrating into Click Up?
Will You Be Integrating into Click Up?
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Working from home? What's your favourite app for Task Management?
Working from home? What's your favourite app for Task Management?
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duration-related automations cannot exceed 90 days
I think you should be able to set it to move than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase.
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SaaS business : How to manage pipelines ?
Hello everyone, I’m running a SaaS business and seeking advice on effectively managing pipelines in Pipedrive. Our business model involves selling subscriptions and individual products: Subscription: 1-year unlimited access to all our three products. Individual Products: Product A, Product B, Product C. When engaging with…
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Web Form and Divi Bloom can't get working?
Is anyone here an Elegant Themes Divi user? I really want to use all the pipedrive functions rather than have a separate email provider. However, to create a web form and somehow get it working in divi theme seems to not be so simple. I have tried with the html code but while that seems to be the way it 'should' work it's…
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Adjust layout of customers, organizational and other masks
Example: When a contact is displayed, the groups such as details, deals, organization etc. are all displayed one below the other. This means you can't see all the contact details at a glance. My suggestion: The groups can be distributed on the mask by the user on the screen according to their preferences. The groups next…
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System is slow until 3PM EST
I guess Europe drops offline and stops pounding the system it gets fast again?
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Multiple calendar views
An option to select different calendar views to show a day or week or month. This would help to get a high level view of the week or month.
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Custom merge tags need to be added to email campaigns.
I like the email builder in campaigns. I would love to add automated campaigns to my deals so I can use these beautiful html templates that would make our company look great. However, you are currently unable to use custom merge tags in automated campaigns, which renders the whole feature useless for me. There needs to be…
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Double Product Label in one contact. Is it possible?
Goodmorning, I'm new in Pipedrive, so sorry in advance if my question could be trivial for someone. I have a question about the functionality of labels. I was wondering if it is possible to assign more than one product label to 1 contact. Because in my case, I associate the label with a product bought by the customer. So…
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Filter contacts by Notes
We need the ability to filter contacts by notes. You can filter many other categories such as Person, Organization, Lead, Deal, Activity... Now we just need the option to filter the Notes category. This would be incredibly helpful.
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Scheduler - Add redirect URL and mapp answers to contacts fields
Hi, It so frustrating to not be able to link new questions created within the scheduler to related contacts fields... Please allows this function ! Second things : please create a "redirection url" option at the end of the scheduler settings. It so important to allows conversion tracking of leads and adds campaigns Thanks
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Web Forms Should Pull from Existing Records
Hi Pipedrive! I have an idea on how to make Web Forms a little better. We use Web Forms for a variety of uses (and we love it!). One of those uses is to gather leads from internal folks (most of which do not have a Pipedrive account). Our current Lead Intake form has a field for the lead's Company (organization) and while…
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Email Tracking
How does Email Tracking work? Does it only register if the email was opened in another window? For instance, I can see through link tracking that 10 people have clicked on the link in my email but apparently nobody has opened it? What does that mean?
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How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
How do i enable notification for my sales reps on Pipedrive after deal has been assigned to him/her?
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Linking out to Google Docs
We really enjoy using the Smart Docs feature on Pipedrive. It syncs perfectly with our Google Drive and we can share docs from there with team members who don't need Pipedrive access. One thing I find annoying is that once I've created a Doc using a Template (attached to a Deal, Person, etc.), I want to be able to quickly…
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Scheduler - Custom Styling
We should really have the ability to customize the style (Color, logo, profile picture) of the scheduler portal that clients see when booking time with us. This would be just like every other scheduling app in the industry; Calendly, Hubspot, and so on... In general it would be nice if it just started look more like the…
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Deal Label field
Is it really not possible to apply or change the deal label field on mobile or am I missing something?
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HTML
How do I export a campaign into an HTML format so I can use a 3rd party to send to their base?
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Fast Data-Entry
Hi team, when you have a drop down list, you should be able to type the first letter of the dropdown selection that you want then it should select that dropdown selection.
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Feedback and Suggestions: custom field improvement
I would like to suggest one improvement in the custom field, unique options. The option none is a standard and alwalys show it in the field as an option. It would be great if the option "none" could be not a standard and an option that the admin can choosse if it will be a field to choose. Thanks in advance
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New project board not showing in project template
I'm new to projects, just subscribed. I have gone to project, deleted all projects to get a fresh start, created a new board, saved it so it is visible when looking at the projects (top right drop down). I want to create a template using the new board. Then I click on "+Template" I am asked to select the board I want to…
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Import skip file showing 'unknown method'
I'm trying to do an import (only 50 records) - but it keeps skipping all the records with an 'unknown method' error. I've tried it multiple times with the same error. I believe I've mapped all the fields properly. But it keeps failing. Any ideas?
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How do I add a company PDF to my campaign?
I am new to Pipedrive and cannot find anywhere how to attach a company marketing piece to the email campaign. How can I do this?
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Creating a nice looking document template with Smart Docs
Hi There, We are looking into the possibility to use Pipedrive for sending quotations but are running into a problem with designing them. The create a document template has very limited design features and we can't find a way to make it look how we want it to look. We just want a nice looking pdf document with custom…
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Quote or invoicing App for PipeDrive
Hi we have started using pipedrive and are impressed. Is there a decent invoicing app that would work seamlessly with it, so we could create a quote withing the CRM and send it to the client and also track payments? thanks
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Is there an app or integration to show expenses within a deal?
Hello, We're looking for a way to show our expenses within a deal. For example: Deal XYZ has a value of 7000€. Expenses are 2000€ for Marketing, 500€ for merchandise , and a 300€ service-fee. We'd like to be able to add those expenses to the deal and have a final value visible somewhere. Any idea how to do that? I found…