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Deal to Project relation and Activities
Hello, if I can assign deals to a project, why it's not possible to assign an activity to a deal and project? I see I can assign an activity to a deal OR a project, but not both. Let's say I have three deals with a lot of activities assigned to them. All these three deals are assigned to a project. Is there a way to filter…
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Importing Multiple Options Field
I recently added a new multiple options field on people to be able to track specific types of information so we can segment individuals in various overlapping ways (e.g. lives in DC, works for a nonprofit). I don't know when this new field type was added, but I'm really excited about it! However, I'm not sure if it is…
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Reports on Emails which are linked with a deal
If you are synching your emails you can get reports on the email performance. But you can NOT filter the emails which are linked to a deal. I am not interested in statistics on mails from my daily business and from my Grandmother, only sales related email count. And they are sales related if they are linked to a deal.
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Insight report: Average number of deals per contact
Hi, I am trying to figure out how to generate a report that will tell me the average number of deals per contact. I am able to see the results very easily when I go to the contacts section of Pipedrive, via the lost deals column but I can't find a way to display it in my insight dashboard. Looking for a single number…
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Support more encoding | including iso-8859-8
Hello Pipedrive Community, At the request of PD Support, I'm highlighting a crucial issue for Israeli users: Pipedrive's lack of support for the iso-8859-8 charset, vital for Hebrew emails. This is not a feature request —it's an essential fix for using PD in Israel. I'd appreciate any "comment for the algorithm" please, to…
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A Missed Mark: Urgent Need for Label Functionality in Pipedrive Mobile App
I'm writing to shed light on a surprising oversight in the Pipedrive mobile app: the complete absence of deal label functionality. This feature, fundamental in the web app, is mysteriously missing in our pockets. Labels are not just decorative; they're essential for organising and navigating deals efficiently. Imagine…
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Automation with the Invoice program Tiime following Quickbooks closure in France
Hi, As a french tech company we love automation and it is a large part of the reason why we love Pipedrive. However, since Quickbooks stopped its services in France, we are looking for alternatives and have been working with the invoicing service Tiime. Do you have any plans to offer a integration of the Tiime app within…
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[Closed] Struggling with finding new Leads? Let's talk! We want to hear your feedback
EDIT: This research session is closed; thank you for participating. Hey Hey 🤩 Do you sometimes struggle with finding new good quality Leads 🤔? Let's talk! Our team works on new ideas 💥 in the Lead Generation area and we would love to hear your feedback to help you solve your needs. Short 25-minute call this Thursday, Feb…
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Protect certain reports from Dashboard Date Filters
It would be really useful to have a toggle on a report instance on a dashboard to say whether it should respect the dashboard filters or not. This would allow us to have certain blocks showing eg "Year to Date" or "Last 12 Months" figures whilst also showing tactical information such as demos booked in last week.
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Trigger workflow from email tracking activity
Is there a way to trigger a workflow automation from the email tracking activity feature? i.e. I'd like to trigger a workflow that changes a contact property (for ex lead scoring) if that person opened\clicked link in email, or creating a follow up task Not looking to use external tools such as Outfunnel and as part of a…
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API archive lead
Hello, I've been reviewing the API documentation and couldn't find a way to set a lead to archive status. I only see a way to delete a lead.. Has anyone found a solution for this? I am looking to archive a lead when a deal has been created via a scheduling link. If you have any insights, please let me know. Thank you.
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Customizable date formats
Hi there, would be great to have a possibility to customise the way the user views their dates. Right now, there is only a local standard to choose from (e.g. Czech in the screen shot below), but I don't have an option to view it in DD-MM-YYYY (or other) should I want to see a date with digits only format (without the name…
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Different plans for different seats
My team and I want to figure out what the best plan for us is, but realized we only need one seat with management capability and the other seats don't need as many features. If there is a way to have different users under different plans it would be extremely helpful.
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Personal email labels not shared with team
Today everyone in the office synchronised our emails to the Pipedrive account. We previously used labels in our gmail account for our personal organisation and then started adding labels to Pipedrive email as well, but we noticed that the labels we created within our account are shared with the whole team. Is it possible…
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Create new contact from Email if it doesn't already appear in your address book
Hi I would like the option of being able to create a lead from an incoming email (not using the lead booster function). I haven't found yet how to do that. Is this something on the roadmap please? Thanks Purnima
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Enhanced conditions in automations
I should be able to add conditions from different data sets. So, if an org field equals this, and Deal field equals that, and contact field is another thing, do this. I want to be able to change a deal stage based on an org field or a contact field. Seems like a straightforward and sensible operation to enable. The issue…
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Delete events from Pipedrive without altering them in calendar
I`ve faced this issue when realised I made my first integration of Pipedrive with Google Calendar with the wrong calendar - all internal events, such as team sync ups and even luches were in Pipedrive activities and those have nothing to do with sales activities. I tried to delete those events from Pipedrive manually, but…
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Using PipeDrive in Partner focused Organization
I have recently jumped in and am helping a company that has been in business for several years but focused on direct sales, pivot to indirect by using Partners and Referral Agents. They have Pipeline set up as a way to collect leads and monitor the sales process. I am looking into how to best use Pipedrive for Partners.…
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New: January 2024 Insights update 📊
We’re happy to start the year with an update to the Insights feature that adds several incremental improvements: Percentages: See the percentage (%) values on Pie charts and Scorecards. Increased segment size: Segment count has been increased to 20, including Pie chart sectors. Time units support for duration options:…
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New: Leads on Mobile 📱
We're updating both the iOS and Android mobile apps to include this feature, which has been a popular request :) What? * Manage leads from the mobile app * Convert leads to deals * Use multiple filters to find the right leads * Search for specific leads in your mobile Leads Inbox * Archive and unarchive leads directly from…
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What's the best way to get notified in Pipedrive so customers can receive fast responses?
Hi there! Is there a good way to get notified when a customer replies to an email? or Facebook message in leads? I have not found a way so war, it doesn't make any sound or come up as a banner anywhere
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Adding field information
Hi PD team, I have a question about the option for adding custom extra descriptions for the custom fields in a similar way as you have in the configuration settings As of now, we have slowly passed the critical point with custom fields, and I see that users have problems understanding what is needed and when.
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Add 'Archived' label to Leads when searching
I have a feature request: would it be possible to add an 'Archived' label to archived Leads in the search results pop-up window, when using the search bar in the top header of Pipedrive
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[Closed] Looking for feedback: Importing data into Pipedrive (26.01)
[Update: 26.01] - We have all our slots booked for the sessions today. Thank you! 🙏 --- Dear Pipedrivers! We are looking to make import easy for our users! So if you’ve faced challenges in the past and would like to give us feedback, we’d love to hear it. We also have a design prototype that we’d like to get your thoughts…
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Workaround for lack of Google Workspace alias domain support
Hi all, For those of us setup with Google Workspace alias domains the lack of support is really frustrating - it's basically stopping us moving to Pipedrive. Here's the main thread on that: I've come up with a really simple workaround though - using the smart BCC option in gmail to automatically BCC all emails so they end…
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Increased Size Options for Pictures of Contacts/People
The Contacts/People tab is excellent. However, I wish their image in the top left could be adjusted in size, so it is easier to see their face. The photos are tiny, and often we can't tell what someone looks like when pulling up their contact info. Suggestions: Allow for a back-end setting that increases the size of these…
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Automatic Whatsapp PipeDrive integration is live on PipeDrive Marketplace (try it for free)
Do your sales agents use Whatsapp in their work? Or maybe you have Whatsapp as a channel to communicate with your clients? Based on feedback from PipeDrive community and a hundred user interviews, we created an automatic Whatsapp integration for PipeDrive. Try it for free here:…
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Challenge for lead assignation using round robin
We are working with a startup that is integrating leads from forms from social media (facebook, instagram) and creating deals in the CRM using the Pipedrive API. We have facing a challenge to assign the leads to 3 branches, each one with 6-7 users, using round robin, but there are some limitations to follow: 1.- All leads…
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Configuration for two people managing the same pool of leads.
I have two of our 20 users that are going to be operating as a partnership using the same pool of leads. Can you have a professional subscription and use TEAMS subscription for some, but not all subscribers in an organisation? Any other ideas of how to configure a set up so they can both see the pool of leads and then…
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Help with pipeline deal visibility
Hi Team, I have 2 questions: I want to add 2 sales people. I want that they both use the same pipeline, but only see their deals/leads and work. How can I implement this? Both sales peoples get leads from the same source. How can I split the leads to these peoples or automate it like the system checks if someones calendar…