-
WordPress form integration with Pipedrive and Organization ID request
Hi Everyone, I need to connect our WordPress forms with leads in Pipedrive. We have purchased the Contact Form 7 plugin, but when activating the fields, it asks for the Organization ID or the Person ID, which we do not have. How can we solve this issue?
-
Email automation
Hi, I have an email automation project going on and have run into some hiccups. The idea is to import a value from excel into pipedrive as the deal value. This import will trigger an automation which sends out an email to the deals' contact person. The trigger switches on whenever I edit the value of a deal, I have about a…
-
Admin should be able to activate automations for their team
I'm new to using PipeDrive Automations. Can someone at PipeDrive PLEASE explain to me, when I as an Admin create an automated workflow that all members of my team must use, why EVERY user has to go in and accept/activate EACH automation??? It isn't their choice whether they want to use it or not… it's our PROCESS that all…
-
Accurate MRR reporting for Tiered Pricing Business Models
With the dropping of support for Subscription Revenue we are now encouraged to use Revenue forecast based on Product only. Our Business Model is an Annual License Fee for Software that often has a Tiered pricing option whereby the price increases each year for the first 3 years than stabilises on that 3rd year payment. I…
-
Get Notified When One of Your Email Automations Fails
Unless I am mistaken, there doesn't seem to be a way to set up an alert or notification for when an email automation fails. We rely on this email automation sequence to onboard our new clients and it would be helpful if we were notified if any of these emails fails to send!
-
Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
-
Activity Quick Note
When calling through a list of organization I often find myself putting the previous call's notes on the upcoming activity's notes section because it's faster. For example, if I have a call scheduled for today, I'll make the call and mark it as done. A new activity window will open automatically and I'll type in the call…
-
Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
-
Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
-
Adding/Removing of label leaves a note.
Hi guys, We need notes for everything - we always need to know who did what and when. Problem is, if somebody adds or removes a label, this seems to be the one thing that Pipedrive does not care about. Can we add this functionality? Or have a toggle to switch it on or off, along with probably a dozen other items that maybe…
-
How can I sort or reorder my Product Variations?
I initially posted this as a suggestion, but maybe I'm missing something. Is there really no way of sorting or organizing the Variation list of each Product? I have over 30 variations per product, and since they are sorted by creation date, it's really hard to find them in the "Add product to deal" screen. This is creating…
-
Raising Projects from Deals but the activities don't link
Hi. It might be user error but we create Projects from Won Deals using the Project templates. When we do this, the activities save but they don't link to the deal, just the project. Is there a way that when we create a Project from the deal, it automatically links to the won deal?
-
Import CSV Call records as activities and link with person records?
I have a csv file of phone records. The file does not contain the names of the contacts. I want to import the call records as completed activities and associate (merge) activities with existing contacts. Is this possible, and if so, how?
-
Product recurring feature is not good for reports or handling subscriptions
Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…
-
Connecting married contacts
How do I connect two contacts that are partners? How to connect two contacts into a deal?
-
SmartDocs/eSignature : Need Direct Signature Link for Pipedrive SmartDocs without Email Notification
I'm using Pipedrive as my CRM but sending quotes through PandaDoc for a critical reason: PandaDoc gives me a direct signature link I can embed in my own personalized emails. I'd love to use Pipedrive SmartDocs for my quotes with eSignature, but I'm facing two issues: SmartDocs automatically sends signature requests via…
-
Smart Docs e-signatures - a link requesting a signature
We love Smart Docs e-signatures, and we have a suggestion. It'd be very useful if the view-only link for proposals could be either modified or augmented with an option to send just that link to trigger a signature. Proposify offers this feature and it's something our reps use all the time to reduce friction in the signing…
-
Link in email notification when lead is assigned
Hello, I have a question. When I assign a lead to my colleague, he receives an email message. Is it possible to add a field with a direct link to this lead? Preferably with a button.
-
Support with setting up flows
Hello< Just signed up for pipedrive. they promised a tech to help us set up all our flows and get pipedrive ready to roll. But now that we've purchased pipedrive no one seems to know what we are talking about. We can't seem to get ahold of customer service. This is turning into a nightmare quickly. Can someone help or show…
-
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…