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New to Pipedrive
Estimating in pipedrive? Do you use estimating software or just go straight to a proposal? Also is there a way to notify estimating they have a new job waiting.
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Pipedrive Product Bundles
Does anyone have advice on "bundling" product line items in Deals? We have various products that are made up line items that we would like to price and group together in a standard way (without salespeople have to remember what goes on each line item). Looking for a way to have these entered in a standard way based on the…
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Reminder to respond to emails- Similar to Boomerang App
It would be beneficial if you could send an email (and campaign) and have a setting to remind yourself to email them again if you don't get a response within a certain time period. This is an option I use with a plugin in my outlook called "Boomerang."
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[CLOSED] Read-only access in Pipedrive - join the research!
Update: This research is closed; thank you to all participants. Hi Community! We are currently conducting research and looking for people to interview about read-only access to Pipedrive. If you have ever needed to give someone outside your sales team a read-only access to your Pipedrive account, then I would be very happy…
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How do we resend an email campaign to unopened recipients?
We recently sent out an email campaign and want to resend the campaign to all recipients that didn't open the email. Is this possible by creating a filter?
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[CLOSED] Research: Looking for feedback 'Priority Labels' on Activities
Update: This research has been completed; thank you all for your feedback. Hi Pipedrive users, We’re looking for some quick feedback and reactions from you on an improvement on Activities that we’re researching - ‘Priority labels’. Our goal is to help sales reps mark the most important activities and not lose sight of…
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How should I Export?
I have been using a pipedrive since May. The company has now created a pipedrive account with multiple users including myself. I would like to transfer all my deals, people, and organizations to this new pipedrive account. How would you suggest that I complete this transfer?
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Is it possible to send a Quickbooks estimate via Pipedrive?
I have the Quickbook app setup, but it seems I am only able to send an invoice. Is it possible to send a Quickbooks estimate directly from Pipedrive? I'm trying to avoid having to manually bounce between softwares for my workflow.
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Send Button Isn't Showing Up in PD Inbox
Hi -- I can't send an email out of the PD inbox currently because the "send" button isn't showing AND there is no way to scroll down to get it show up. Is there a solution to this other than sending the email from the contact record itself?
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Has Pipedrive gotten rid of support altogether?
When I click "Chat with us" in the help pane, nothing happens -- the pane just disappears. I also emailed support@pipedrive.com twice and did not receive any response (not even an automated message). What's going on here? Is anyone else experiencing this? Where is the 24/7 chat support that was advertised as being part of…
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Custom Automations like the Templates
Hey everyone! Pretty new to Pipedrive, so this may be a stupid question... am I able to create custom automations with the complexity of the templates? I'd really like to be able to use "When a deal has been added to a specific pipeline stage" as my trigger, but it appears for custom automations my only deal-related…
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Deal Specific Survey / Feedback
We provide B2B services on a regular basis to the same clients. I want to be able to request feedback (via a survey) for each matter that we work on with a client. On Pipedrive we store each matter in a separate Deal. Therefore, in order to prevent confusion I require several specific custom deal fields to be incorporated…
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Avg response time tracking
Hello! We simply would like to measure the average response time from our Sales Team That is a Key Performance Indicator for all Sales departments in all companies, and it would be great to have the possibility to measure it from Pipedrive
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[CLOSED] New Contact detail views (Person & Organization) [Beta]
Ahoy! 👋 We're working on updating the current Person and Organization detail views, which we'll start releasing publicly later in the year, but if you're interested in getting it already sooner and sharing your feedback, let us know by filling in your Pipedrive sign in email into this form: Google Forms for Contact Detail…
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Quick filter without "auto save"'
It would be great to be able to create a filter without "saving it" Just a "one use" filter... thanks
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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…