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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?
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Retroactive Automations
Currently, pipedrive automations only work on a new deal or when manually updated. Is there a way that when an automation is created it can "execute" and update to all created deals? As not to have to create the automation and then go back to those deals for them to update. Currently, the solution is to update small…
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First Name & Last Name Separation for list export
Edit, you can now ask the Pipedrive support team to enable the split of first- and last name fields in your account 🚀 ----- Hi I would like to know if I can export a list with the first and last name fields in diferent columns.
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Let us pin filters everywhere (feature enhancement)
As i saw today, it is possible to pin filters in the deal view. Thats a great feature and it would be perfect to have this feature also in contacts, organizations and leads.
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Pipedrive and Google Sheets Integration (HIPAA Compliant)
I have a large amount of HIPAA sensitive data on Google Sheets. I want to integrate and automate relationships between the data on Google Sheets and the data I have in Pipedrive, but Zapier is not HIPAA compliant. Does anyone know of an alternative to Zapier for these needs? Or, has anyone found any creative work-arounds…
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Email Inbox Layout
The Email Inbox needs a usability update so that you can scroll through your email messages without having to open each one individually to view the message like how Outlook is set up. There is a split window set up with your inbox window on the left and an email preview on the right, so that you can just stay inside your…
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Layout Mail Inbox
Please add a preview option for emails in the email inbox. It is really not practical to open every email to see the content. I dont think it takes a lot to change the view option and the usability increases by 100%. Split view into left and rigtht. One side overview list, other side content area. This would be awesome!…
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New: Grouping of Fields 🗂️
Organizing fields has become easier with the ability to create custom groups for fields. You can bundle related fields into common categories to make your information easier to manage and consult. Admin users can: create new custom field groups reorder the placement of groups in the details reorder custom fields within…
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Ability to Select Automations
The ability to select automations will allow us to take bulk action like deleting, labeling, or duplicating the automations.
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Filter emails in history by user
It was suggested to me that it would be convenient if a user could choose to only see the emails they have sent and received in the contact record history.
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HOW DOES A SUBSCRIBER END THE TRIAL?
I am at my wits end with this site. You cant get a live person on the chat at all and the email support is not accepting emails for responses or assistance. If this is the level of response or service I think I may just go try Salesforce. It is not intuitive how to end the trial and actually be able to start using the full…
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Who of your Pipedrive contacts is visiting your website and which pages?
Dear all, is it possible to check who of your Pipedrive contacts is visiting our website and which pages? Thanks. #Askingforadvice
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Fileupload via API with Base64 using Javascript
Hello, does anyone has experience with converting a Base64 File Attributes to the multipart format that pipedrive requires? My workflows only allow using Base64 encoding for files and for uploading to my deals in pipedrive they need to be converted. Any idea is appreciated, thanks!
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User settings - Block Deleting and editing Title Deals/Contacts and Activities.
Hello Community, I'm wondering if there's a way to implement user-specific settings within PD, to restrict editing for certain users, especially when they are not the owner of a specific contact. For example: Blocking the ability to edit or delete deal titles. Blocking the ability to edit or delete activity titles.…
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Bug when writing Emails
It seems there's a bug with the emails. When I'm writing an email, out of nowhere the cursor moves to the first paragraph, making it annoying and loose a lot of time to write an email.
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Group note
I just sent an email to 981 companies via Mailchimp. How can I make a note on each company to reflect what I sent? A group note.
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[CLOSED] Improving API: Would you help us understand your needs?
UPDATE: This survey is now closed; thank you for participating! Hello! It’s Katerina from Product Research. We’re in the midst of improving our API, and would love some inputs from developers. We have a few questions we’d really want to ask you to help us understand how you use our API. Could you help us out? It shouldn't…
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adding custom tracking script to web lead forms
Hi, We are using the web forms to get leads from our website into pipedrive. We want to add a tracking script to get 3rd party tracking on the web forms so we are able to track the source/medium etc of the leads coming in. How do we do this and if not is there a workaround somehow?
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Improve the email text editor
There are a few clunky things that I think could be easily changed to vastly improve the email experience on Pipedrive. Currently I have to be very careful sending emails on Pipedrive because of these issues. Otherwise, they look inconsistent from my regular email client (and I need to switch between the two).…