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Is it possible to import data (e.g. from an Excel or csv file) into a pre-existing Deal record?
Our sales process involves use of an Excel spreadsheet for crunching numbers and exploring various scenarios for prospective clients. (We're an 🤓 accounting firm.) We want the ability to import into a pre-existing Deal a list of values from the spreadsheet. Otherwise we'll need to do manual data entry from the spreadsheet…
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Dynamic Fields in Hyperlinks
Hi, I am trying to create a dynamic hyperlink, based upon a dynamic field. Is there a way to make use of this? Thanks! Robert
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Product Unit Price (Without Tax)
Dear Pipedrive, This is regarding smart docs and product price features. For quite obvious reasons, we are frustrated that you have added the option to add the subtotal price of all products without tax, but you have not done the same for the product unity price. Would it be possible to have an option where you can show…
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Need to show all prices for products
we need to be able to show the DISCOUNTED UNIT price for each product when we do quotes. right now we can show "unit price' which is MSRP and we can show the "product amount" which is the discounted price. BUT THAT ONLY WORKS IF WE HAVE QTY 1 per product. if you have more than one you cant see the unit cost of each item…
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Assigning A Contact Name to a New Lead as the Referral Source
I want to connect my contacts to the lead source that gave me their name. Is there a way to designate a field to select an existing contact as the lead source for a new contact I have received? I want to be able to see who has helped me most expand my network.
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Outlook Deleted Email Workaround
Hi all! Is there a work around to keep emails in pipedrive even after they are deleted in outlook to ensure activities and historical info remains in pipedrive? I was chatting with customer service and they said that there was no way to do it, and I find that hard to believe. Most people delete emails versus foldering and…
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"Chat with us."
Am I the only one who can't get Pipeline's Chat with us feature to work? That's a bad sign when I first sign up for this service, and their chat help doesn't even work. What the heck?
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Avoiding the email confirmation for 2 factor authentication?
How can I avoid the email confirmation for 2 factor authentication? I work with several Pipedrive email accounts, for me, for my colleges if I want to make some changes I setup, clients, our support account, Etc. So I work with Safari and Chrome and sometimeS I need to open incognito windows to have 3 or 4 accounts at the…
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Pipeline: Track Same Stage Across Multiple Pipelines
Currently, each time a new Pipeline is created the stages entered are all recognized as new stages even if the same stages have been used in previous Pipelines. This means that when you create a report in Insights to look up the same stage across all of your Pipelines, the stages are not grouped and the reporting is not…
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Emails Are Not linking to Deals for whole team
The emails that I link to a Deal in Pipedrive, and CC in staff members in the email reply, don't appear as linked emails for other members of my team using Pipedrive in their inbox. Pipedrive requires them to manually connect that email thread to the same ticket (Even though I have already done it with my account) for that…
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Feature Wish: Syncing Tasks with Microsoft To Do and Apple Reminder
I would like to synchronize the tasks from the PipeDrive Activities with (1) Microsoft To Do and (2) Apple Reminders. Reasoning: Two of the most important principles of self-organization are: (1) Tasks are not appointments/events and appointments/events are not tasks ⇒ Tasks therefore belong on the To-Do list / in the…
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New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
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Product Categories for Reporting
I need to be able to report using product categories but am unable to do so. When will this be available?
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Idea for a Time Tracker - For activities
We are struggling with understanding how much time we spend on an activity/ deal from a company costing perspective of Human Capital. A time tracker would be amazing so you can understand how long specific activities take and how long in total has been spent on the activity, deal, customer etc. Thanks, Michael
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Refreshing/updating Organization data when importing spreadsheets
Hi team, This one is doing my head in. I work in an industry with about 15,000 individuals working mostly in small single person firms, there is a lot of movement between new and existing small organizations. Using spreadsheet importing doesn't work very well at all as when importing/updating the data changes in the…
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Automating Marketing Status for Contact Imports via Zapier
Our subscribers do so via a Google Form. A Zapier Automation imports those contacts into Pipedrive. In order to automatically mark them as Subscribed, this would need either: * Zapier to have access to edit the field "Marketing Status" * (longer workaround) Pipedrive Workflow Automation have access to edit the field…
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Add a Google Drive folder to a deal
How can I attached drive folder to a deal?
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Automatically created folders in Google Drive for organisation for uploaded files
If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
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How to sync only certain Outlook calendars in an account with pipedrive?
We have just bought pipedrive and are in the process of embedding it. We use outlook and each user has multiple calendars within their single account one of which is for personal use. I only want to sync one of my calendars with pipedrive but it is taking them all including my personal diary. I can see in google you can…
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Email Tracking On Mobile
Being able to see if the client opens an email is huge but I find myself not using the mobile app simply because you can’t see if someone has opened an email. Would this be something that is going to be updated or can be? Thank you
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Can you integrate Pipedrive with a Mail Merge system/software?
We have a client who uses the old process of mail merging, they wish to continue mail merging but ideally move away from the classic Excel & Word process. Is there a current workaround/integration for this to happen within Pipedrive or is this something I can request as a feature for the roadmap?
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Synchronize Deal Stage ID of Sandbox and Production Account
Hi, we are developing a custom application and use Pipedrive as underlying CRM management. We use the Pipedrive API to communicate / update data. Naturally, we have separated sandbox (test) and production environment. In our custom application we refer to the deals in the stages via the stage id. The problem we have now is…
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Projects Add-On: current state of things and future
An Important Message to Our Community Members As the newly appointed product manager of the Projects feature, I wanted to take a moment to address this matter with utmost importance. Your feedback and continued support are invaluable to us, and I want to assure you that we have heard you loud and clear. First and foremost,…
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Automated introductory email to deals without "subscribed" status
We receive leads from a number of different sources. We're using a PD marketplace app to import those leads into PD as deals. Is there a way to send out an email saying we've received your request and will contact you soon without the deals "person" being subscribed? We're not sending out a full blown marketing campaign to…
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Dependent custom fields
Hello, Is there any way to create dependent custom fields?
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Show On Map feature
It would be great if we could select a few organizations to appear when clicking Show On Map. Right now every Org shows up that's in the system. It could really help reps target a specific area and certain businesses.
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Web Form Improvements
Hi all, It would be great if we can add labels or hidden information (campaign / leadsource) to different Webforms. Now only the information that is given bij the customer filled in with a webform is used in a deal or lead. But it can be very usefull to add hidden fields per webform, for example if a customer is using a…
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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…