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Contacts and Organizations with a "not assigned" user.
When we migrated to Pipedrive, I became the owner of all contacts. My colleagues picked up their contacts and thousands stayed with me. It is not manageable for me to have it this way. I have tried to filter in different ways but have come to the conclusion that the best solution would be a user "not assigned". We are not…
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Sum Deal Value for Organization Column
Hi Team, I've a column in "Deal" tab with the values from each deal that i've created. As you can see in the picture, Pipedrive sum this values. Can i send this information for a Column in "Organization" tab through an automation ? Best regards. Gabriel
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Issues with Reports: some deals don't show up
I am building a Conversion report to see the performance of the stages of my pipeline, but some deals don't show on some stages.
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How to show Leads in Organization view?
Is there any way to show Leads in the Organization view? Currently, only 'Deals' show when I click on an Organization, is there any way to show Leads as well?
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How do I Import Notes?
is there an option to import notes to a contact, org, deal, etc? Bonus points if I can pin it when I do the import. Thanks, A
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Schedule an activity for all people under one label
Hi, Is there a way to enter a timeline to contact all people under a specific label without scheduling an action with every contact individually?
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Email folders
Hi, Does anyone have advice if you can use email folders in pipedrive. We are using pipedrive 100% for email. However there are no folder options I can find - so we can't prioritise emails. Any advice? Is this feature being planned? Thanks in advance. D
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Problems with the Pipedrive signature
Hello, I have been experiencing trouble with or company signature with Pipedrive. I copied and paste the same one we use in gmail, (it has a gif and our info and rrss icons to the right) and it looks okay in pipedrive. Nevertheless, when I send it and someone opens it from their emails, the signature look AWFUL inside gray…
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see all search results in list view?
Is it possible to see of the results for a search in non-modal list view? Currently, it seems that search results are only displayed in a modal results pane that only allows me to click on one of the potential matches. There's no way to see all the records that match a search at once. I realize that I can build a filter,…
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Where can i see the deals i have won ?
I want to have an overview, which deals we made in a month in my pipelines, is there a good dashboard ?
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Multiple email signatures
Hello, it would be great to have more than one email signature. I am the CEO of my company and our subsidiary in Berlin and therefore I need a second signature like in Gmail. Would be helpful. Thanks!
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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?