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Recording customer feedback
We are going through ISO13485 medical device certification and we need to set up a customer feedback capability. I am thinking that if we could record the customer's feedback under the "contact" or "organization" record. This would be a good place
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Supercharge your sales with JustCall CTI and Pipedrive webinar Q&A
Hello everyone! ☀️ We would like to extend our heartfelt thanks to each and every one of you for attending our recent webinar. Your presence and engagement made it a truly successful event! During the webinar, we received an overwhelming number of insightful questions from all of you. While we tried our best to answer as…
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Linking multiple deals
We operate in the construction industry. PD is set up as follows:- Different deal for each service we provide (with multiple pipelines). But these deals may be all on the same site. Be great to link these deals together. Anyone know of a work around?
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Customer / Account Management in PD
Hi there PD is a great tool for driving sales - but it still really lacks the capabilities for Account Management after the sale is done, in order to be considered as a full fletched CRM. Is there any plan to add a "Customers" tab, similar to what you have done with "Leads" (which will be usable once email integration and…
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API for Spark mail - need an enhancement of the functions within Pipedrive
We have been using Pipedrive for years but unfortunately the part relating to receiving emails (in particular I am referring to the creation of folders in which to archive emails and/or a more efficient management of the relative part) has not had the development to be a valid alternative to ms Outlook and in particular to…
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Spark API
We would love it if you could create some integration with the Spark mail app. (Like Missive did, Spark is much better for our firm's needs.) Thank you!
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Current customers, sending forms to collect further information.
We survey our customers bi-monthly while they participate in a year-long program. We currently use Google Forms but would like to see if there is an option to collect this info within Pipedrive and then auto-save into Google drive. The Pipedrive service recommendation was web forms, but now that we are trialling it, it is…
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Dynamic Attachments
We are using Pipedrive automations for communicate clients about servicing process, means that depends on stage it should send an email with PIX or bank billet information. The problem is that we can't attach a PDF or image dynamically with a QRcode for example once it is only possible to create templates with dynamic text…
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Zoom link issue in Activities delegated to other users // Problema con el link de Zoom generado.
When you create an Activity and assign it to another user, the Zoom link that is generated is the link of the user who created the Activity, not the user who has to do the Activity. This is a problem because it forces you to send the link by parallel messaging. Is it in the roadmap to fix this problem? // Cuando creas una…
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Colour code activities
It would be very useful to be able to select a colour for different activities so when looking at my calendar I can see at a glance what my activities are without having to click activity and go into them and read through My role is hybrid my meetings are in the field and remote based so it can difficult and take more time…
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VAT
Hi To make Smart Doc work with VAT, we are obliged to indicate the price including tax. But then in the tables we only want to display the Amount HT
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Excluding VAT with dealproducts
Hi all, In this article there is a screenshot with the options: * Including tax * excluding tax * no tax But in the article itself there is no paragraf about excluding tax and there is no excluding tax option in my pipedrive. Is there an setting that i cannot find? (I have pipedrive in Dutch)
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Chose which Slack channel to notify based on pipeline
I have several pipelines in Pipedrive (served by different teams) and several corresponding Slack channels. Is it possible to setup Slack notifications based on these pipelines? I'd like to notify the Slack channel #sales-b2b when a new deal is added in pipeline b2b and #sales-b2c when a new deal is added in pipeline b2c.
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This Year - filter for report
Hi there, I don't understand why there is a "this year / Last Year" option when filtering. If I want to know the number of deals closed last year, I have to introduce the exactly dates. With the huge list of options, difficult to understand why is not listed these two options. It will be a great advantage to make easier…
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Looking for Pipedrive implementation support
Hi there I need support transitioning my client from High Rise to Pipedrive and setting up the systems needed to best utilize the software. I'm looking for someone to learn how we've been using High Rise, help us get all our old data into Pipedrive, set up the processes we need (it isn't everything Pipedrive is capable of,…
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API Endpoint v License Level Matrix
Could we have a concise matrix included in the documentation that details which API endpoints are available at which license levels? For example the API endpoint "/api/v1/deals/timeline" required Professional licenses. This isn't clear from the pricing matrix, and hard to find in the knowledge base if you don't now to look…
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Linking multiple PD contacts (but not PD users) to a deal...
Hi Everyone, Happy New Year! So I've looked around but can find an answer to this one. I need to link several contacts that are already in PD (but not PD users), to various deals as a way of tracking which team members will be supporting various deals. I have set up a custom field on the deal using the "Person" option, and…
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Send email reminders once booked onto meeting
Hey I am finally trying to make full use of PipeDrive. I have created a meeting via Scheduler. The downside is, once someone books a meeting I can't seem to send them email reminders (24 hours and 1 hour) before the meeting. Is there a workaround for this? Thanks TK
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E-mail marketing
Hello everyone !! To put in context, we sell guarantees, and the url are specific to each quote, I would like the url of my button to be customized according to the answers, I would like the text displayed in my button to be "resume my quote", but that the url be different and adapted to each new quote. Have a nice day…
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Goals needs improvement
It's OK, yet somewhat frustrating to work with goals at this moment - June 2023. See, if you have a goal, that goal can be annual, quarterly, monthly, weekly, or even daily. In order to make a goal workable, you'd usually split it up into smaller components, like so: annual or biannual goals become quarterly or monthly…
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Automated meeting reminder for clients prior to meeting they booked with Pipedrive's Scheduler
Does anyone know if it's possible to set up a workflow automation, so when a client books a meeting they are reminded 1hr prior to meeting? It doesn't seem possible through Pipedrive itself as strangely enough scheduler Pipedrive's appointment calendar isn't a trigger. I've tried it through Zapier but just cant seem to…
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How to use the 'Products' feature in Pipedrive
In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don't just have to be physical products, you could also use products for the services that you sell.
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Automation: Change Deal `status` based on the Person's field value
Hi! I would like to set Deal's status to "Lost" if a Person 'county' (custom field) is not a specific value. In pseudocode: if deal.person.county != "foo" then deal.status = 'lost' I tried doing this in Automations but I couldn't find a way to filter on Person.status if I start with a 'Deal Created' trigger. And if I start…
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Request signatures draw only
Hello, we are sending our agreements thru smart docs but we need them signed just by the option "draw". This is really important for our processes. When the agreements are signed by "type" they are rejected and this slows down our process. The idea is to only have the option "draw" and remove "type" when we ask for our…
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Past Due Expected Close Date Notification
Hello, I was wondering, is there a way to get an automatic notification on Slack or E-mail if an open deal is past due its expected close date? I believe that this is possible via Zapier, but I can't manage it. If someone could help me on this subject Many thanks, Camille
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Complex Products using other Basic Products
I was wondering if anyone has ever come across the need to create a "kit" in products. Example: I am selling a life-size hologram (the kit) 3 fans in Products are FV-30 and 1 Masterbox called FV-Masterbox Creating a quote I could select qty 3 of FV-30 and qty 1 of FV-Masterbox But what if I had the option to create a…
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WebForms related to deals
It would be create if it was possible to link WebForm to an existing deal. Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.
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Improvement to use Label filter in Insight reports
It is awesome that it's now possible to add multiple labels to deals. But now when I have several labels in deals I cannot use labels properly to filter insight reports. There should be option to use label filter with "contain" condition.
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Develop of Pipe
Hello everyone I want to improve my sales process. Im using Twilio and timeline apps for Whatsapp. Does anyone have any suggestions what other applications I can use? Best Regards
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Tasks assignerd follow up
Hi Guys, I need your support to find the proper way when I create and assign task to some of my colleagues, to get feedback when the task is finishedm or even on daily basis to get report about assigned tasks to all employees and it's status. Thank you in advance for support!