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Important Email Arching sync problems with an Office365 account
Pipedrive randomly archives mails in one of my organised archived mail folders in O365. Those folders in O365 are specific used for important business parts (typically project based folders), but the rest can be stored under the standard Archive place in O365. That means that those folders are filled with related emails…
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How can I bulk change of email visibility from Private to Public?
My users email were set to private by accident, how can I change all the emails to public? The user has a couple of months of email which are not visible and going to the org or individual record oe email to change them is not tenable. Any help would be appreciated.
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Meetings Scheduler in sync with Calendars
I would like to know if I can make the Pipedrive meeting scheduler sync with the Google Calendar so it can take my availability directly from there. I haven't found that option, and I want to make sure my eyes are are not failing me
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How to add values on custom fields ?
I have created a personFields through a post request POST /v1/personFields It was successfully created. (I checked on person column in website ✅) When i was trying to add value on this custom field for a specific person through a patch request PATCH /api/v2/persons/{id} i am getting a validation error like this data: {…
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Can Pipedrive be integrated with LiveVox?
Does anyone here know if Pipedrive can be integrated with LiveVox?
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Join Our Closed Beta Release: Add Activities in Bulk to Deals
Update: This closed beta has ended, thank you to all who participated. Dear Pipedrive Community, We’re excited to announce a new feature coming soon to Pipedrive – bulk Activity management for Deals! With this feature, you’ll be able to quickly add activities across multiple deals simultaneously, saving you time and…
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Triggers to send email to project owner
Is there a way to create a trigger that sends the project owner an email when a project is moved to a different phase?
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Automating Timezone Labeling for Clients?
Hello, I currently mark my clients on the deals list based on their time zones and manually apply labels (such as PST/CST/MST/EST/etc) according to the location of the business which I'm contacting. This process is quite time-consuming. Is there a way to automate this process? Specifically, I am looking for a method to…
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Goals in hierarchical breakdown
It's great that I can assign a goal to a specific team. But this only really makes sense if I can do it at a hierarchical level. After all, team goals are listed side by side and together they make up the company goals. In Pipedrive, I have to create a separate goal for each team AND (which is my actual problem) I have to…
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New leads as goals
Does anyone know how to set "new leads" as a goal? I.e. 5 new tangible leads per week.
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Live Chat on mobile
I don't find that live chat works on the mobile app the way this video says it does... https://support.pipedrive.com/en/article/live-chat Can someone please make sense of this for me because I pay an extra $50/month to use this live chat function but I can't even find it on the mobile app.
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Shared inbox / multiple email addresses
There needs to be a feature where a user can have multiple simultaneous email address. These addresses should be able to be selected at the time of sending. The purpose would be to allow a user to have a private corporate email address and a corporate shared address (like Sales@company.com). Then an entire sales team could…
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Your feedback is needed to bring our AI assistant chat to the next level 👨🏻🔬💬
UPDATE: This survey has ended and the link has been removed. Thank you all for participating. Hi Pipedriver, We're working on developing an AI assistant that you can chat with and ask help from in your day to day sales job and in relation to your sales data. We're curious to learn what kind of knowledge you would like the…
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Inviting clients to Pipedrive Projects
Hi We use Asana as our projects management to discuss with our clients We would like to use Pipedrive Projects instead But first i would like to make sure that Pipedrive Projects has an essential feature (like all projects tools on the market) : be able to invite clients as "guests" on projects on Asana, we can invite as…
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New: Products Widget functionality 🚀
Hello there, I’m Ilja from Products feature team and on behalf of our team I am glad to introduce you the new functionality called Products Widget 🎉 New enhancement will especially empower our customers who sell products, services or SaaS licenses. With this feature, you'll be able to accurately manage: Quantity,…
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Leads vs. Deals: What's the difference? [VIDEO]
New Pipedrive users are often confused about when to use leads vs. deals. In this video, I explain the purpose of each and how to use the leads inbox to qualify your leads before you convert them into deals.
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Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
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How to get assigned_at timestamp for deals?
I want to record the date/time when a deal was first assigned to an agent. Time to assignment is an important metric for us. Ideally I can record it within pipedrive in a custom field. Any ideas?
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Use "Billing start date" in Smart Docs
When selling licenses, the Billing start date must be included on a proposal and invoice. It would be great to have this options under the product tab in Smart Docs.
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How to use 'billing start date' in Smart Docs
Greetings, One of my clients wants to use 'billing start date' in her Smart Docs. But she cannot find any menu for 'billing start date' under product tab. Is there any way we can access the 'billing start date' field in Pipedrive Smart Docs?
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Can Deal Custom Field value change history/log be extracted thru API?
I would like to see Deal Custom Field value changes in dealflows endpoint or changelog endpoint or another endpoint using API/JSON.
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Is there a way to get a changelog data (via the API/JSON) for Deal Custom Field value changes?
Ideally would like to see this in either the dealflows or changelog endpoint.
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Feature Request: Automations with Import Function
Are you considering allowing automations to work with the import function? For example, uploading a list of deal IDs to trigger specific automations. Currently, bulk edit triggers automation, but bulk import would be more efficient for high-volume tasks like assigning products to multiple deals. e.g. I have 3 products that…
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Two price tables with recurring fees in one and the one-time fees in another.
Hello, Pipedrive Community! I’m trying to create a Google Docs template through Pipedrive's Smart Docs that can automatically create two Pricing tables based on specific products from Pipedrive fields. In other words, I'd like to set up a Price table with subscriptions and another table with just the one-time setup fee.…
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Extraflow - A New App for Pipedrive to Create Estimates, Quotes, and Proposals
Hi Pipedrive Community! Are you looking to streamline your quoting, estimating, and proposal processes directly within Pipedrive? Look no further! Introducing Extraflow, the ultimate solution designed to integrate seamlessly with Pipedrive and enhance your workflow. Key Features of Extraflow: Seamless Integration with…
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Feature to add Activity details/content in Deal overview columns
Hi PD dev team, In recent conversation with your support (Sierra in March and today with Nikolaos) I raised the impact for the (seemingly) simple feature of being able to add Activity (content) to a Deal/Person/Organization report column. At this point in time it's only possible to add activities to do (count) done…
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Can we build an activity report showing email, teams calls and meetings
I want to build a report showing the activity of the users for emails, calls teams calls meetings all in the one report. Can this be done
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Note Reporting
I would like to be able to produce a report based on notes added and completed meeting notes on a weekly basis - this is to give an overview of the sales persons weekly activity. As it stands, we only seem to be able to report on deal/activity progress
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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…
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Linking Multiple deals into One Overarching Deal
To link multiple deals in to one overarching deal would be great! A deal, where multiple deals fall under and all information is in one place.