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Multiple Email Sync - Feedback
Hi there, the multiple email sync function is for some parts of a company a really important thing. Example: CEO, CFO. or for Teams to use a single personal email and a team email: jon.doe@sample.com plus sales@sample.com. For the most people in the company its not important to have 2 emails synced because its only the…
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Insights - export summary fields
Is there a way to export a insights summary fields, you can export the deals fields currenly but this is not available
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How to update a user ?
Hello, I have Users who did not update their profile properly, and I want to update (ex: add firstname or last name, ...). See attached, an example => firstname missing. How to add this info ?
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Pushing Insights to team members (reports and/or dashboards)?
Besides the sharing tool on Insights, does anyone know a way to PUSH a report to a user? I'd like a sales person's weekly dashboard pushed to them every Friday, for example. There don't appear to be any automations associated with Insights. I could send a recurring email every week with the link but I'd prefer the actual…
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Gmail Add-on is ready for beta testing!
Jana here, (Product Manager at Pipedrive). We’ve developed a brand new Gmail Add-on and are in need of some valuable beta testers before we release it publicly. The Gmail Add-on works in any browser (as long as you use Gmail as your email service). With the Add-on, all of your relevant deal & contact information will be…
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Shouldn't loss reasons be specific to pipelines ?
Hello, I use pipelines for: _ Pre-qualification _ Deals _ Projects (instead of the Project modules that is not helpful in my case) _ Internal Projects (instead of the Project modules that is not helpful in my case) Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed…
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How Many Contacts, Deals, or Projects?
I represent taxpayers before the IRS. I have a client who is having difficulties with his personal taxes and two separate businesses. I have three separate POAs and three separate contracts, and from the IRS’s perspective, these are three separate entities. They all have the same person who is responsible for the problem.…
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Exporting specific contacts to Outlook 365
Is there a way to export selected contacts from Pipeline to Outlook 365?
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Vacation/OOO Pause Feature for Automations?
Howdy team! A number of our automations utilize "Wait For Conditions" before proceeding to the next step. Unfortunately, given we're only able to have the action sit in limbo for 5 days, this will prematurely end automations for my team when they take their vacations. I know that using a Delay condition would solve that…
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CoderSchool_Customer E-contracts - Seeking Your Assistance
1/ Non-receipt of Contract Email: Two cases have reported not receiving the contract email. Deal 1: https://coderschool.pipedrive.com/deal/55135 Deal 2: https://coderschool.pipedrive.com/deal/56729 2/ Issue with Confirmation Code: She received an email requesting a code to confirm the signature. However, she did not…
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Running reports - Update time for a specific field
Our business follows how 3/4 key metrics are updated over time. For example, we have initial conversation with a new client and it becomes a lead. A 2nd conversation leads to finding out more info, for example how much volume they need. Then a 3rd conversation will ascertain the commission we can gain from any given deal.…
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Bulk label emails
Is there a reason that labelling emails in bulk is not on Pipedrives priority list? Isn't it a bit weird that there is a beta group created to make it possible to change the appearance of Pipedrive from Light to Dark and not make it a priority to make bulk label of emails and perhaps also lead and deals, a possibility.…
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What condition to use to stop work flow if email is undelivered, rejected, etc?
What condition should be used to stop a workflow if the first email in the sequence is rejected, undeliverable, etc.? I see the following condition is available "email has been sent"/ "Is" / "False" but, I'm not sure that will stop the flow given that the email has been sent, just not delivered. Please advise. Thanks!
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Email Subject Lines that get opened
Here are 10 Email Subject Lines that often grab attention "Exclusive Offer Inside: [Benefit or Deal]" "Don't Miss Out: Limited Time Offer!" "Your Personal Invitation: Join Us for [Event/Offer]" "Quick Question for You, [Recipient's Name]" "Just Released: New [Product/Service] for You!" "Unlock Savings Inside!" "Last…
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personalized photos in email marketing
we use another program that allows to add various personalization to our individual or marketing emails or letters by the use of "tokens". there are tokens for the obvious, name address etc but there is also a token for "photophoto1" which can be placed in a template presized box the program now knows to place the…
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Activities bulk edit - Project missing?
Hello, is it possible to bulk assign activities to a project? Because I see only the Deal field in the bulk-edit sidebar, and a project dropdown is missing. I can edit each activity one by one and there is a field Deal/Project where I can add select the project or deal but I'm missing a bulk edit feature.
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Add Bcc address to automated campaign
Hi, I've set up an automated campaign that sends an email message to a person. Now I would like to receive a copy of every email that is sent out. Is there a possibility to add a Bcc address to a campaign or email template? Or any other way to accomplish this?
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Smart Bcc stopped working on deals page
For some reason, we're no longer able to use the Smart BCC feature on our deals pages. Emails that use the Smart BCC are not showing up in Pipedrive. Whenever I go to click and manually copy the address from the deal, I get a red prohibited sign where my mouse was. Does anyone know how to fix this?
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Numerical value "0" in data field not recognized by merge tag
I'm using merge tags to pull data into an email campaign. In this case, we are pulling a number that represents an interest rate. If the value in that data field for a given deal is "0" (zero), then the merge tag won't pull that number into the email copy. It will only pull the data in if I have a value greater than zero.…
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Deleted deals appear in my reports
Hi, Looking into inconsistent data in a deal report, I realised some deleted deals are counted. The report is a histogram plot. Clicking on a bar opens the detailed deal list. One deal appears as Status = Won, but clicking on the deal page shows it has actually been deleted. There is therefore an inconsistency between the…
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Documents & document templates
The new documents feature in Deals is really great. Please make it also available in Organizations and Contacts and I am more than willing to pay for it.
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Email Tracking - Better tracking system
We need a better way to track email opens through Pipedrive. We need a good Pipedrive chrome extension like they have on Hubspot. It would make it so much easier to send trackable emails. And the Pipedrive mobile app should send notifications when the email is opened as well.
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Partner / Affiliale model – variable recurring revenue
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…
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Web Form Improvements
Web Forms is awesome! And we are rolling it out to more teams for different functions. But I have two improvements that it needs: The ability to grant someone access to edit Web Forms without having to make them an admin. Basically, how can this be added to the list of functions that can be toggled on/off in our…
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Reporting or filter view for Lost Reason Comments
Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the…
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How do i get custom fields for all organizations.
Hey folks, I'm in the process of collecting data from all organizations. My initial plan is to fetch a list of all organizations and then loop through each to retrieve their details. However, this approach involves making thousands of requests, leading to prolonged waiting times. Is there a method to obtain all…
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INTEGRATION WITH PHONE SYSTEM
Hello Guys, we are trying to integrate piepdrive with our telephony system. in fact our telephony system integrate with all CRMs for both incoming and outgoing calls via means of links provided by the CRM. usually the link from CRM is formatted as follows https://mybilling.telinta.com/crm_in.html?cli=$cli&cld=$cld - this…
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Email didn't link to a deal
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
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Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. It would be useful if the accounting…
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Missing ALT attribute in signatures image
Hi, because we have big problems with Junk-Detection on Outlook.com Accounts i did a test with mail-tester.com There is one issue that the image/logo in the e-mail signature is not having an ALT Attribute. <img width="400" height="113" style="width:400px; height:113px;" src="BlaBla..."/> Mail-Tester suggests instead of…