-
Test new features in Automations: looking 🔍️ for admin users! [Closed]
Hello everyone! My name is Dace and I am a product manager for Automation functionality. 👋 We are soon launching 🚀 several improvements within Automations. To make sure, we have polished everything, I am inviting volunteers to test our new solution. This time we are needing admin users, as we have built functionality to…
-
Web Form speed
How can you speed up loading of web form. Sometimes it takes a while before the form appears on the web page? Is it allowed to put this part in the header of web page or are there any other tips. <script src="https://webforms.pipedrive.com/f/loader"></script>
-
Email next / previous tabs
Where did next and previous arrows go from the inbox? Did these get lost when adding labels? I need to go back to the inbox after each email now.
-
Thousands and decimals with points and commas.
Hi community! In Europe we do not punctuate thousands with a comma and decimals with a period. I notice that Pipedrive does not allow inverting the punctuation marks of a Deal value number. Have you found the need like in Europe? Especially in the case of implementing a tool like SmartDocs to generate proposals. €1,250.25…
-
How do you prioritize relationships over products in sales?
Hey everyone! I am just exploring the basics of sales: it’s the heartbeat of every business, but it’s more than just transactions – it’s about connecting with our customers. How do you prioritize building relationships and solving problems over pushing products in your sales approach? Share your experiences and Insights!…
-
Reverting to old UI/Requesting change to new UI
Hello, Today I have been swapped me to the new UI, and I am wanting to revert to the old UI. The specific reason that I want to revert is that I use the Documents tab to generate PDF files that use the customer data fields. When sending an email, I will often link these generated documents within the email as hyperlinks or…
-
Real estate property object
Hello, I'm trialing pipedrive to see whether it's suitable for a CRM for a commercial and industrial property sales/leasing business. Conceptually very similar to residential real estate agency. I understand the relationship between person and organisations, but how can you create the concept of a real estate asset (i.e.…
-
Create SharePoint folder from PipeDrive
Hello, I would like to automatically create a SharePoint folder structure when I move my deal on a certain status using as input information from the deal. Is this possible by using PipeDrive automations or only achievable through Zapier? Thank you in advance!
-
New Deal Layout?
Today as I was using Pipedrive in my regular day-to-day work suddenly my heart dropped. The page magically transformed into something new and not at all pleasant. At first, I tried to update the page to fix whatever I was seeing on my screen but without any result. My first thought was that there's no way that this can be…
-
Allow Contact Us web form to have Appointment setting link
Pipedrive's cool feature of including a link in emails for people to book appointments in the sender's calendar, sadly cannot currently be used in web forms such as Contact Us forms. Can you please add this ability and in the settings for the Appointment field when it's added to, say, a Contact Us web form, allow us to…
-
Require a reason when a lead or deal is archived
In a similar concept to the 'Lost reasons' function in Deals, we would like the user to have to answer an 'Archive reason' question when archiving a lead or deal. For example: Was a test Was a duplicate etc. Can you please add this to your feature requests. I'd imagine you'd have a 'Require archive reason' company setting…
-
Need Workaround - Automation Emails Sent from Creator
Team, I'm using automations to send follow up emails and send out NDAs among other things. For example, for the NDA automation, I created a Separate Activity. When that activity is created, the lead gets an email with our NDA attached - it also updates some custom fields. Because I created this automation, the email comes…
-
auto follow up feature
I realize that follow up is one of the hardest things for sales to do and so having the next activity automatically pop up makes sense but it really gets in the way of my workflow and what I am doing. I never use it. I set up my follow up activities later. Can this feature be allowed to be disabled even on smaller lans and…
-
What if you want to sync emails more than one-year limit
Greetings, I have a client who wants to sync all his emails to Pipedrive. But it turns out that Pipedrive has a one-year limit for email sync. Is there any way to sync emails older than one year? Thanks.
-
Integration Pipedrive + Contabilium ERP
Does anyone have connected Pipedrive with Contabilium ERP?
-
Shared Email Labels
Hello, We are 2 users checking the same email inbox in Pipedrive. When I tag an email, it is not updated for the other user. Is that normal ?
-
How can I increase the size limit of notes in activities?
We always recommend to our clients to take a screenshot of the WhatsApp screen and paste it in the activity notes. Today, a client contacted us, mentioning that this is no longer possible as Pipedrive has limited the message size. Do you guys happen to know if this is due to a recent update, or how can my clients increase…
-
Can I export the list of "Organizations nearby" in the map-view?
Hello, just recently I found out about a nice feature: If you click on an andress of an organization (that is encoded in the right way) - a new window pops up with google maps. There you can set the radius to show other organizations nearby. So far a really nice feature. But it would really help us if we could use (e.g.…
-
multiple items in one deal & multiple deals in one document template
Hello, We are dealing with accessibility certification of real estate. We create one deal for a company, but this deal often has several properties. This could only be created individually and assigned to the organisation, which is quite complicated. We want to put these properties individually, after we have assigned…
-
A tagged user in a deal note will not be notified if they are not a follower of that deal.
It is contradictory that when you use the @ tag all users are suggested, but if you choose someone who does not follow the deal, this person will not receive a notification. It would be useful if that person automatically became a follower of this deal and therefore also received a message about the note. I don't want to…
-
Issue with adding a contact to an organisation
This issue occurred yesterday when trying to add a contact to an organisation. If i go ahead and fill in the fields marked in red then I create a duplicate. Pipedrive informed us that there was a bug in the system but as yet today this issue has not been resolved. Is anyone else experiencing this issue and also how long…
-
Custom field of type file
Hello! It's hard to keep track of the files uploaded to a deal. It would be awesome to have a custom field of type File to upload required files and to keep track of what's going on. Clients documentation, delivery note and others.
-
Best practice E-Mail automation for proposal sent follow up?
Hi. Whats the best way to create an automation that automatically sends follow up emails after a proposal has been sent to the contact. The automation has to be manually stoppable. The trigger "E-Mail answered" is not good enough, since the trigger could also be a phonecall, a meeting, an appointment-booking etc. I am…
-
Help sending a manual email and if not responded to sending a follow up template?
I'm new to PD and can't seem to figure if this is possible or not. I want to have a call with a customer, send a email based on the call (so can't be a template email), and then if they don't respond, then send a follow up email. Is that possible?
-
Square Integration
A Integration with Square POS/Invoicing would be the best thing in the world. We use square as our POS so its natural to use it as our invoicing app as well. I would love to be able to invoice customers within Pipedrive and share customer data between the two databases easily.
-
Naming Files within the app
I’ve seen some questions but not sure where this has landed. it would be awesome if there was a way to name each file added to the deal. Specifically pictures. Having the ability to rename “imagexyz” inside the app/deal would be great. if there’s a way to do that already I’d love to learn.
-
Custom Domain for Webforms
It would be great to be able to have a custom domain for the webforms along with custom slugs. This would make sharing direct links to the forms look much nicer and more trustworthy.
-
Webinar Q&A: Maximizing essential features
Hello Pipedrivers! ☀️ We would like to thank everyone who attended our recent Maximizing essential features webinar we conducted on November 8th. Your presence and active participation made the event a tremendous success. During the webinar, we received an overwhelming number of questions (more than 200 💪), and while we…
-
Integration - Webflow
Pipedrive needs a Webflow integration like Hubspot so we can easily sync form data between our website and CRM.
-
"Person type fields have been mapped but the required field is missing. To continue import, map Pers
Trying to upload a list of organizations, and was hoping to add the contacts later. So i keep getting this message when uploading an excel file Person type fields have been mapped but the required field is missing. To continue import, map Person - First name or remove person type fields.