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Google Forms!
Hi Pipedrivers We'd like to suggest Pipedrive to integrate with Google Forms. This will give primary Pipedrive users (mainly the sales team) an ability to have visual control on site surveys. Of course there are many application in the market such as iAuditor or other solutions, however Google Form integration will make…
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ctrl+enter will send the comment
Like with any other messaging tool - just send the comment with a keyboard shortcut.
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Details Pane Subsections
Allow for custom details fields to be placed into custom subsections of the details pane. We offer a few different types of services that have different data tracking needs related to the site that would most logically be kept in the organization details section using custom details fields. 1. Window cleaning 2. Snow & Ice…
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Task to confirm appointment
When a certain activity is created (appointment for example), use automation to create a task 1 hour before the appointment time for example to remind the sales rep to confirm with the appointment if he/she is coming...
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Custom Details Fields
Create the ability for custom deal details fields to be viewable only by admin users.
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Projects on The App
I don’t consider this so much a new idea- rather a logical progression- I have started using Projects in Pipedrive and really like it and would like for them to sink with the app as i use the app and desktop interchangeably. Anyone out there also facing the same challenge?🙏🏻 It’s rather a disappointment & downside to…
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Link Email From within a deal
Will be really great to stay within a deal and link email conversation from there. As it is at the moment, you have to go out of the deal into email find the conversation link it to the owner and existing deal and then go back again.
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New App suggestion; activity snooze
It would be great to use snooze buttons on the app alhough there is a prompt once you click that the task has been complete in the activity section, it can be time consuming when selecting times and dates A great feature I think would be to use a swipe to automatically snooze with a prompt suggesting different times…
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Is it possible that there is a bug in the email tracking function?
Hi Everyone, Did anyone else meet with this problem? I am pretty sure, that the other party did not open this email a 100 times.
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What Schedule Management tool do you use? Bonus points if you share the "why" :-)
What Schedule Management tool do you use? Bonus points if you share the "why" :-)
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No recurring tasks
How can Pipedrive not have recurring activities? Such a simple and important feature for a CRM. I was a part of the recurring activities Beta and was using it and now the feature was taken away.
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Multiple Team Members on Project Task
I'd like to request the feature to add multiple team members to a project task. We do a lot of collaborations within our departments. I'd like to assign them all to one task so it's on their radar at the same time, instead of adding one task per person.
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SDR Phone Calls / Email Automation?
Hi Everyone, I'm currently using Apollo.io for email marketing and helping facilitate SDR phone calls; however, their pricing for the phone is VERY expensive and their data is really bad. We're going to transition to using Zoominfo or SalesIntel for data but I need a better way to set up email / phone tasks that are more…
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Command + Return as Shortcut to send a Mail
In most mail programs and ticketing software, Command + Return is the shortcut to send the mail that you are writing. It would be handy to have that in Pipedrive, too.
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Evolve Pipedrive Podcast: #48 Isiah Pasquale, Bread & Butter
Bruce Bignell talks to the CEO at Bread & Butter, Isiah Pasquale. Bread & Butter helps you turn visitors into prospects instantly. Remove conversion friction, send real user data to your CRM and continue learning about your prospects as they navigate your site. Covering: - Introducing Bread & Butter - How Bread & Butter &…
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Hyperlinks in messages in MS Teams
Hello all Can't imagine this hasn't been asked before, but I just can't find it, so here goes: When you integrate MS Teams with Pipedrive, it's great that you can receive a message in Teams when something happens in Pipedrive. But... ...is it accurate that it's not possible to include a hyperlink to the activity, contact,…
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Send Email Later in Leads
We have the option of sending an email later but only in the Deals section. This would be really useful in the Leads section as well. Please!
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Sunset at pipedrive
I hope I‘m not the only one but I think it‘s very sad, that so many features get sunseted. What‘s the cost of the features to be kept alive? Xero iCloud contact sync Now Live Chat in the app (but remains in the web version) Why did you do that? For me as a huge fan, customer and affiliate it‘s hard to grasp. I constantly…
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Automated Notes when Creating Deals
Hey you guys, it seems you can't add a note when a deal is created automatically. Is this something that can be added in the future? I have a template I use for deals and I have to copy and paste it every time I add a deal. It would be great to be able to automatically create a new pinned note in every deal when it's…
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Pipedrive mobile app
Will Pipedrive be updating the mobile app where we can have full functionally such as in deals where you can create the deal, edit/include pricing, enable to use smart docs etc as this would be great for while on the move.
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Projects List View editing options
Hi there, I wonder why we can't update fields in list view in Projects in the same way we can update in People or Company or Deals list views? I would expect any list view function in the same way across the whole platform. It would be really helpful if this would be enabled. Otherwise it's not really worth to spend…
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Is it possible to pull through Activity Due Time?
I went to create an automation where after an activity has been created (trigger) another activity is created with same data but the activity owner is different (action). However I was unable to pull through the due time from the trigger activity - like you can with all other activity data
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Won Deal from Sales to Account management
Hello everyone, We use pipedrive to manage the acquisition of users as well as the onboarding and account mgmt. I am concerned because I cannot mark a deal as won and then move it to another pipeline. I tried to build some automations but if I flag a deal as WON, I need to reopen it to work on it on the Account Mgmt…
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Customizing the content of calendar invites
It would be of great value to have the option to customize the content of the calendar invite email and what it includes. For example, I would love to remove the organization's name from the body of the email. Organizations in our database have unique codes and are formatted in ALL CAPs, so having the name show up in the…
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Editable Side Menu
Why doesn't pipedrive allow us to edit the side menu and remove unused icons like campaign and projects? It makes what is otherwise a clean and simple dashboard, cluttered. If you aren't interested and subscribed to the add ons, you shouldn't have to continuously look at the icons. It's enough to make me look for another…
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Insights data not updating fast enough
The data from deals that is imported to the Insights updates frustratingly slow! When I need to create a report i often update some deal data just before. But it takes hours for the data to be imported to Insights for generating reports. This is a big nuisance. It seems like a problem that shouldn't be an issue?
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Activity Owner Automatic Assignment and Lock to User That Marks It Complete
I believe it would be helpful to have activities be assigned and locked to the user that marks them complete. or an additional data field for tracking who marked the activity complete that can't be edited. This is important for accurately tracking and knowing who has completed activities in a way that cant be edited by…
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Q&A Mastering growth: insider tips for small businesses
Dear attendees of our webinar "Mastering Growth: Insider Tips for Small Businesses", ☀️ I want to take a moment to thank you all for attending our webinar and for the insightful questions you asked. For those of you who missed the webinar, we have made the recording available. We received many questions during the session…
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Possibilité de modification des champs de donnés par défaut
Bonjour, Il serait plus que bénéfique de pouvoir modifier les champs de donnés par défaut. Merci de faire le nécessaire.
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New: Insights List view export 📈
What is it? We are giving users the possibility to export list views for all report types by using the button here: What changed? We have now enabled the export for Leads, Campaigns and Email Performance in addition to other report types. When? Available now! You can learn all about exporting data from Insights in our…