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Thread in automation email
Emails sent by automation do not thread and create a new threat each time an email is sent. How can I create a thread while keeping automation ?
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Integration with invoicing applications
Hi all, I'd love for Pipedrive to connect with invoicing applications. I tried QuickBooks but I'm not a big fan of that program. Too much focus on US and European systems. Many banks are not recognized, and multiple currencies are a hassle and quite expensive to use. For PIpedrive it makes sense to create an invoice from…
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Calendar Publishing
We are designing a golf tee time booking service which will involve a WordPress website with a calendar on the front end and possibly Pipedrive on the backend. Is it possible to publish a Pipedrive calendar to a Wordpress site? If we use a WP calendar plugin, is it possible to integrate that with calendar on Pipedrive?
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add a cost to the deal
Hello all, i know that using the products feature i'm able to set a cost, but in my case 90% of the times i add a price to the deal i don't have a specific product paired with it. I would love the possibility to add directly a cost value into the deal, so that with reports i will be able to have a look to the project…
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Lead to Won Deal Report
Hello! I feel like Pipedrive can do this, but I am struggling to find where... Our Marketing team has a number of web forms and other processes in place to get Leads into the Leads inbox. Viable leads are eventually converted to Deals. Then a (sometimes long) period of time can pass. The Deal is eventually (hopefully) WON.…
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Customise column width on e-mail window
Please oh please let me customise the column width on the email viewing page. The latest change gives so much space to the title and preview of the mail and even whitespace on the owner of the deal, but so little space to the deal name. The deal name is actually the most important part to me to check if everything is…
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Custom fields API regression
Hi, We are having a regression regarding the API to update custom fields. curl --location --request PUT 'https://api.pipedrive.com/v1/dealFields/12485?api_token=APITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKEN' \ --header 'Cookie: __cf_bm=SOMEVALUE=' \ --form…
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Show Leads on Map
Our outside sales process involves personal visits to leads. However, there is no way to use the "nearby" mapping feature for leads. Mobile only has mapping available for Organization, People and Deals to map. This means that we will need to create a full org/person record for the hundreds or thousands of leads in our…
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Trello Integration | Power Up's Bug?
Hello, I’m currently running into issues with Pipedrive’s “Power-Up” functionality inside Trello. The screen just keeps loading and doesn’t show. I cleared my cookies/cache and I’m still running into the same issue. I’ve done the following: Restarted laptop. Uninstalled the connection. Reinstalled the connection. Updated…
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Schnittstelle zu LinkedIn Sales Navigator / (LinkMatch)
Hallo zusammen, das Tool LinkMatch bietet die Möglichkeit, dass man Kontakte aus LinkedIn nach PD exportieren kann. Leider hat PD immer noch keine Schnittstelle zum direkten Import von LinkedIn Kontakte in das neue Feature LEAD. Gerade wenn man mit LinkedIn Sales Navigator Lead listen arbeitet wäre sehr wünschenswert, hier…
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Ability to style System Generated Campaign emails and page
I can not find a way to style to double opt-in email or the unsubscribe page. Even if it is just to add corporate colours and font style. At the moment neither the page nor the email looks like they belong to the company. Can this be made available or advised how this can be done?
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Set language of meeting planner invitations
Hi, We would like to set the language of the invitation according to the receipient in order to serve the customer more individually. At the moment he has to switch from the the preset language to his own. But I don't think that many customers will find this button.
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Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
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Merge tag problem in the sent email
Hi All, I'm working on my first email campaign. I would personalize it, so in the text I used "merge tag", and it beautifully shows *[FIRST NAME]* in the needed positions. I use myself as a test person, and I uploaded myself as a "person" to Pipedrive, so checked myself in the system, my data are detailed in Pipedrive, I…
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CC on Bulk Email Option
would it be possible to add the feature of cc to bulk emails so that you can CC a coworker if needed on 20 emails being sent out?
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Google Drive (Videos) Link Sync
In Projects, we can add documents from Google Drive but we can't add videos. We want to be able to link videos from Google Drive to our projects for quick reference. Not to upload the video to Pipedrive project, just connect them so they're easy to find in each project. Is this possible?
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Can I change email inbox to unthreaded view from conversation view?
Currently my email shows in a nested, conversational view (like Gmail). Can I change it to an unthreaded view so that each email is separate and distinct?
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How to show multi-day Task activities as overdue only when final day has passed?
Hi there. Activities as you know have a start date/time and a finish date/time. They are not limited to one day - there might be a task that takes multiple days to complete, or it may not be critical that it occurs on a certain date, only within a certain window of time. We measure our teams on Overdue Tasks to ensure that…
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Workflow Ideas: LinkedIn to Pipedrive Leads & Deals
Hello! Our marketing department is interested in tracking the full life cycle of our LinkedIn ad campaigns, from ad to sold service. I am looking to hear from the Community about how you built this utilizing Pipedrive's tools and reporting. Details on what Marketing wants to track and our draft process (which we don't…
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Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
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Use cases for Customer Success?
Hello! We are new to PipeDrive as our CRM and while we are building for our sales efforts, I'd like to optimize for customer success as well. Would love to hear any use cases/ examples of information you are tracking from a CS/renewal/expansion perspective.
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How to I make a field mandatory when an agent selects Archive for a lead?
Hello, Sorry for a newbie question, I'm new to Pipedrive. This is a pretty basic function, but I can't seem to find it in Pipedrive. As question, I need to find a way for a particular (or possibly a few) fields to appear mandatory when someone archives a lead. We need to be able to track data of why the lead is being…
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Activity after email
The option exists to schedule a follow-up activity after a call. It would be nice if there was the ability to schedule a follow-up activity after sending an email .
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Web Form Attachment
Is it possible to add an attachment feature to web forms so that customers can attach a diagram/specs?
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How do you use 'labels' in deals?
I'm thinking on idea of using 'labels; feature for lead scoring purpose. But have no clue why should I use it instead of custom field. Please share your ideas ho you use it.
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New: Setting the shared dashboard refresh rate
Were your customer or team meetings getting disrupted by how often your shared dashboard was refreshing? That is now a thing of the past, because you can now set how often you’d like your dashboard to refresh on the top right of the page, and you will also see when the last refresh happened. This feature is live for all…
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Embedding link and thumbnail (to a video) in email
Hi there - I'm creating a 6 stage automated campaign and am trying to embed a link and thumnail to a short video hosted on Vidyard, i have done this before on other email platforms but this is the first time using Pipedrive Campaigns and the thumbnail does not seem to be appearing. Anyone able to help on this?
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What's the best way to link contacts and organizations in a mass import?
Importing about 3000 people using an excel sheet. At the moment it's looking like I'm going to have to import organizations and contacts separately and then link them manually one-by-one. Any ideas on what could make this easier?
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Add a weekend filter to insights date created
In insights filters on lead/ deal creation date could we have a "weekend" filter? I want to create a filter to see how many calls we are getting over weekends over a month or a year. The only way I can do this at the moment is to manually enter the date range of a single weekend and do four individual searches for the…
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email verification masquerading as 2FA
The email verification masquerading as 2FA is very inconvenient and relies on the customer to have access to their Pipedrive associated email account on the same device on which they are logging into Pipedrive. Competing applications are smarter and use Authenticator apps or push notifications. When will this be changed as…