-
Top WordPress Plugins to Integrate with Pipedrive
To this day, WordPress remains a popular tool for building websites. Add a simple web form, and you get a powerful and inexpensive lead acquisition tool that can be integrated with Pipedrive to keep your pipeline updated in real time. Read on to find out the five most popular methods to integrate Pipedrive with WordPress…
-
Smart Doc/E-Signature to Trigger Automation
I'd like to be able to trigger an automation based on a completed e-signature in smart docs. Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedrive marks the document as completed... this should trigger automations such as mark deal as won or send a Slack notification to…
-
Automations for welcome emails
Firstly, your lead forms aren't usable as they have a "please don't submit credit card details" stamped on them. This makes no sense as we're a creative agency asking people to subscribe to our newsletter. I want an email address and consent, not bank or credit card details. Apparently this is a GDPR stipulation that can't…
-
Bulk Delete Multiple Filters
I wish we could delete multiple private filters at a time
-
Query Regarding Person Search API
Hi there, I was wondering if there is a way to retrieve the first and last name directly from the Person Search API request ({{baseUrl}}/persons/search...). Additionally, since I can obtain the primary_email, is there a way to retrieve the primary_phone as well? Also, is the primary_phone always the first entry in the…
-
Audio possibility in campaign emails
It would be nice to have audio possibility in campaign emails. Nowadays people like to listen the content rather than just read it. Just add function to upload audio file and play it by clicking a button.
-
New: Insights PDF/PNG Export 📊
What? You will be able to download the graphs from reports, goals and dashboards into a PDF file or PNG image When? Gradually rolling out over the next few months. If you'd like to be among the first to try this feature just let us know in the comments below 🙋🏽♀️
-
White label?
Hi - love pipedrive. But we need white label. Talked to Pedro in support - very helpful - and he says this is not available. Are you planning on developing this and when would it be ready?
-
Adding commissions line item to products
Please add a line item, like you did for taxes, for commissions on products. We are in the travel business, and each product we sell has a different commission. The commission is our actual revenue so we can't accurately calculate this now without a special field and a lot of extra work. We want to track commission and the…
-
Predefined drop-down from the customer landing page with pre-selected product in the
The option of a predefined drop-down from the customer landing page with pre-selected product in the Pipedrive forms. I have customers with a form loaded with the selected product on the website. From here, it would be nice if this product could be tracked in the Pipedrive lead/deal, not as an open field depending on the…
-
"REASON LOST" Notes for "Lost Deals"
Hello fellow Salespeople... so, whenever we lose a deal and click that big red LOST button, a little comment box pops up and asks us for a comment. I use this little box to describe why I lost the deal (price was too high, customer went with a competitor, etc) BUT - WHERE DOES THAT COMMENT GO? When we go back and look…
-
Multi email programme preview
Multi-email-programme preview. I.e. give me the option to view how this email will look in Windows Outlook vs Gmail vs Mac Outlook etc.
-
End date for products
We are a platform that has a subscription model. I like the idea of products but i am missing an option to put an end date for anual subsciptions, one a customer has decided to not continue to use our product. This would be great in the combination, once the deal moves to the lost stage.
-
I need a professional to integrate SMS automation for me
I need a professional to integrate SMS automation for new leads added to my PipeDrive. Please, only someone truly experienced. I need this done today.
-
Threaded comments in Tasks in Projects
We are implementing Pipedrive Projects and our team feels that the Notes tab is not very relevant or useful, because they need to make notes in relation to specific tasks. They would like a Comments feature to be added to Tasks, placed beneath the Description field. Functionally, it can work just like comments currently do…
-
Capturing contact data from mail signatures
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
-
Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
-
Email Alias
Dear Pipedrive Team, it would be lovely to be able to send mails from pipedrive with alias adresses. I use mainly gmail but with an alias email adress. Unfortunately when sending from pipedrive, the mails don't exist in my gmail sent box (neither in the inbox). So unfortunately i can't use pipedrive, all my 10 year…
-
Teams API Call
Hi guys, I understand that there was a teams api that fetches the list of users who are assigned to a team. I cannot find any documentation for it anymore. Does someone have any information about this. ? Thanks
-
Creating a report for leads
I want a report that will show me leads, prospects, existing customers that have no follow up task or to do
-
Automations time zone
Hello. I'm trying to set up an automation that will schedule an activity at 8:00am LOCAL time but PD is requiring me to select a specific time zone. So if I set it up for 8am Central (where I'm located) it schedules for 6am Pacific and 9am Eastern. Can someone please tell me how to set this up so that it schedules at 8am…
-
Organizations: invalid json returned
I have a project on C# that was working through pipedrive API v1 and it broke. The reason is that the company is null for some reason. What can I do about it? var url = $"https://{COMPANYDOMAIN}/api/v1/organizations/{id}?api_token={API_TOKEN}" returned json is:…
-
"Activity deal status is lost" condition is not working
Hello People. I have an issue with an automation that works perfectly fine up until the point where I add the condition "Activity deal status is lost" What should happen: Trigger A client calls us on Aircall and Pipedrive automatically creates an activity for that Step 1: To clean up all of those activities they are…
-
Workflow Automation: Specify Webform
When I use the rule "Lead source is webform" in Workflow Automation, I would love to specify which form exactly. In my case: I'd like to set a different label for leads which came from different webforms.
-
Report to monitor Pipeline value & weighted pipeline value over time
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
-
CC participant in an auto email
I am a real estate agent, and i need to figure out how to send out auto emails to multiple people. I have figured out how to send it to the main person in a deal, but how do i automatically CC a participant?
-
Timeline on Projects ? (like on lead / company / contact views
Hi It would be great to have a timeline / history tab on projects view as we already have on Leads / company / contact views where we could see all what happenned recently on a project : tasks created / completed, sent emails etc Thank you 🙂 Charles
-
"View only / limited / guest" access to Projects
It would be great to have a free "view only or limited" access to Projects We deal with numerous sub-contractors that just need to access the project details/contacts and any documentation for delivery of the project. Sometimes they need to upload some final documents and images to show completion To have to buy a license…
-
Enable/Disable Email threads
Hi, first of all. I know this article https://support.pipedrive.com/hc/en-us/articles/115004281665-How-are-emails-threaded-in-Pipedrive- and I totally disagree. It may be helpful to see the conversation but it should be able to disable email threads for all incoming emails or at least to manually split emails from a…
-
Last email sent column
Hi, I am using the last email sent column in my leads overview to track that all leads have been contacted. For some reason, the column value does not display correctly for certain leads. When I click the lead, I can see my email inside so it is definitely recorded, but in the overview the value in "Last Email Sent" column…