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Drip campaign emails
We moved to Pipedrive to have everything in one place. We upgraded to use the workflow/automations function. I simply want to be able to send emails to nurture warm leads (or cold leads), which we have to call deals with Pipedrive (confusing), and send emails on a schedule... like 1, 3, 5, 10 days, etc. I was excited…
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How to sync email campaign engagement data between Pipedrive and Hubspot marketing
Hi everyone. Our company started using Hubspot marketing module but will keep all other components on Pipedrive. We used to do email campaigns on pipedrive so there is a piece of info under contact for campaign info, opens, clicks etc. We would love to have this piece of info to sync to Hubspot marketing (two-way sync…
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Smart Docs - Request signature features
I would like that when a signature request document was sent that the sender could be notified by email each time that the document is opened. I really like that about Better Proposals. The notification in Better proposals also tells what type of device was used to view. PC, Mac, iPad, iPhone, etc. It would be very…
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Download Smart contact Data in bulk
Hi Development Team! It would be amazing to be able to download the smart data contact information all at once to my laptop instead of adding manually one by one all the information to our contact info. This would save me a lot of time, and I'm sure I'm not the only one! Thanks a million!
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Project Boards
I have a specific project board that I don't want the whole team to see. How do I make that specific board so that only I can see it?
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Reply Emails: I use the bcc specific deal address to sync my outgoing emails but, when the custome
Reply Emails: I use the bcc specific deal address to sync my outgoing emails but, when the customer replies it's not showing up in deal notes or activities. Any Suggestions?
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Email Tracking and Forwarding
Pipedrive, Can you please help? 1. When I forward an email from gmail to pipedrive, anyone cc'ed or bcc'ed on the original email is also sent the email. This is obviously awkward and not ideal. 2. Please add the option to block specific email handles from the email and click-through tracking. If those copied from my own…
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Can anyone help me. is there a way yo bring in other emails into the client file from other email ad
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Pipedrive issues
Hi there, I am having an issue with Pipedrive and the Smart BCC. After I forwarded an email to the Smart BCC email only (in my outlook, in Sent emails, you can see that the email was forwarded only to the Smart BCC email address), in Pipedrive, this email seems to be sent to two of our customers, from different accounts.…
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Pre-Filled Activity does not work the right way
Hi all, I created a new activity named "👋🏻 SC:". Now, when I create e new activity for example in a deal, I choose this activity. As you can see in the screenshot, the inpur field is prefilled. I want to start writing AFTER the prefilled text. So after SC: . But when I click into the field, the curser is in the beginning…
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How to prevent outgoing calls (from PD App) to create n event in calender?
Hi all, I use the Pipedrive App so make calls from my iphone. Everytime I make a call, Pipedrive creates an event in my calender: How can I stop this?!
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Fix Email Reply Scroll Please
Hi, loving Pipedrive so far. One of my only gripes has been that every time I reply to an email, it automatically makes me scroll all the way down. Its one of those things that does not seem like a big deal until you have to send out 50 emails. Any way we can have this fixed to maybe have an option for reply to be directly…
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Add default time when adding activities.
Currently activities are created as all day events by default. Would it be possible to set a default start time for specific activity types (such as follow-up calls, cold calls, etc.)?
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A new Note function built for Calls
A new note function focused on recording info related to calls. This would have a 'Start call' and 'End call' input option with an automatic 'Call duration' field so you can see and monitor time spent. There would also be a description field to write a record of what was discussed throughout the call. Best of all you can…
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🏅 The Pipedrive: Hazel Edwards, Container Team 🇬🇧
Tune into our new content series, The Pipedrive, to watch Pipedrive veteran James drive our users down memory lane. In episode one, entrepreneur Hazel joins James in the passenger seat to explore, relive and celebrate her most memorable business moments. Hazel boldly launched her storage company, Container Team, as a way…
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It should be possible to make columns narrower in report tables
The minimum width for columns in Reports (Insights) is far too wide. This prevents seeing all relevant columns at the same time. Please fix this. Please make columns' width automatically adapt itself to the content as well.
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Issues with mailing address csv import
I am trying to import a csv of organizations with a mailing address field. After importing, the address field is blank for about half of the newly imported organizations. Why? Does the text need to be a perfect match with the text string in Google Maps? Some other reason? I manually added some of the failed addresses…
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Custom Fields in Email Template URL
I want enter Custom Fields into an email template URL. Ex. www.example.com?cost={{ cost }}¬e= {{ notes }} How do I do this?
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עדכונים לשפה העברית
האם יש פיצ'רים ו/או עדכונים לשפה העברית כמו כתיבה מימין משמאל
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Is it possible to make the Revenue fields available for me to include in contracts?
Good morning, I'm creating a contract template. Our contract provides for scheduled payments. In the model fields I cannot extract this information that is within the Revenue(payment schedule). Is it possible to make the Revenue fields available for me to include in contracts?
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Bulk edits not working
Hi I am attempting to bulk edit my contact with labels, I have been trying since yesterday and keep getting the same message pop up. Can't Start bulk editing. Please try again. It is taking me the better part of two hours separating these contacts from my main list to edit the details and I cant keep restarting the…
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Handling Contacts associated with multiple orgs...
Our customers often are multi-tenant customers. They have users and decision makers that have one email and be engaged with multiple companies inside their umbrella. How can contacts be setup so they can be associated with multiple orgs so they can be attached to multiple deals?
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Custom fields for leads
I wonder if I will be able to add custom fields to the leads module from the same custom fields in the contacts or will they be separate? I don’t think there are custom fiends right now at all..
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Filter URL in Leads inbox
Right now there is possibility to add e.g. people filters to bookmarks or send a link to a colleague to check a filter (company.pipedrive.com/persons/list/filter/123). Please add this to Leads inbox as well :) // Harri
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Emails in spam or quarantine
Hi All, I have trouble with the spam filters in Outlook. The first campaign email I have sent out from Pipedrive, was sent not to customers, but to colleges and friends to test it, but ALL of the emails sent out from Pipedrive went to spam or to quarantine, and I had to call up all of my friends "hey, did you receive…
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Be able to create static list
It would be great to be able to create static lists (aka static filters) like it's possible with HubSpot. Use cases: Create cold call lists for SDRs Create tasks for all contacts into a list Add contacts to lists in order to address them in an outreach tool like lemlist and also reactive them months later more easily. I…
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Link multiple companies/organisations to an activity
Sometimes I have a meeting with 2 different companies at the same time. When adding notes to this activity I want to link the activity to multiple companies (like what you do with persons), so that the activity shows up in the timeline of the company (and not allone the timeline of the person). Currently you can only link…
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How do you move an email to a different account in PD?
Hello, We have a few clients who's emails are showing up linked to another client's account. When we try to change where the email is attached, it doesn't always allow us to change it. Anyone have any ideas on how to fix that? Thanks, Meg
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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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How to sync Gmail Catagories
Hi, I have been an avid Gmail user and enjoy the categories feature of Gmail separating emails into 'inbox' 'promotions' and 'social' Is there a way to have this sync with Pipedrive? At present all email from the 3 categories get lumped into the inbox. Cheers NCC