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Help identifying the date a deal entered each individual deal stage.
Hello all. We have been trying to build our own external reporting system. For it to work we require to find out the date each of our deals entered each stage in our sales pipeline. PD have suggested its not possible to extract the data despite the information being stored on each individual deal and also available as a…
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Pipeline by Product
Hi business world, I have a freight forwarding company, I am selling ocean freight by TEU or LCL, and air freight by KGS. As freight price is changing every weekly level, it's meaningless for me to see deal value as USD in my pipeline but I want to see how many TEU / KGS or LCL of this deal in my pipeline. Is this…
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Multiple People Meeting Scheduler
It would be very very helpful to be able to add more than one person to a meeting scheduler link. My use case is that I want my CRO to be able to jump on all our client calls. Right now, I have to manually create events in my calendar to block when he's not available. A common link would be incredibly useful!
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Scheduler is very limited
You cannot embed it on a homepage. There is no dark mode available. You cannot get rid of the pipedrive logo.
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🆕 Campaigns: Feature Updates and Roadmap
Hey, Pipedrivers. It's been a quiet few weeks from our side, but we are back with some updates. 🚀 Feature Updates Live: 🌱 * Email personalization is a winning strategy! Now all Person custom fields are available inside the email drag and drop editor as merge fields. This way, you can make sure your email campaigns feel…
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add custom fields to contact via scheduler
When you use a scheduler I have several mandatory questions but only questions as phone and email automatically gets added to a contact. When a person's answers to my mandatory questions (my custom fields) in scheduler be added to contact details directly after he scheduling a meeting?
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Coming soon: Asana workflow automations ⚙️
We are happy to announce that Asana integration will be added to workflow automations, providing yet more opportunities to connect Pipedrive and Asana. What will I be able to do with it? * Access to more action and event combinations, and filtering possibilities that include Asana * Support for both Deals and Leads *…
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DialPad x PipeDrive
Is there any information available on whether Pipedrive has plans to integrate with Dialpad in the near future? Copper CRM just launched an integration with DialPad
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Add a Time Stamp when you complete an activity
I am encountering a very inefficient problem. Here's what I currently do for my leads/activities: -Set a date To follow up with a lead -Call that lead 4 days after the date I set (Yes, I know it's not the best, but I'm being real here). -Checkbox, I'm done The Problem is this: (Let's say I set the due date for 5/2/23 and I…
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Automatically Adding data from spreadsheet to fields
Hey I dont really know how to describe this but can I automatically add data / a link to a field using automations? Has anyone else been able to do this? I want the field to auto populate with a specific link when the deal stage is moved using automations or something. Please help! Thanks, Samuel
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Anyway to copy a scheduler instead of redoing it each time?
Would be great to just copy and edit a scheduler instead of redoing (along with mandatory questions etc)
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Color Activities in Calendar
I would love to be able to see more boldness to "Activity Types". For example: If we could apply different colors to each "Activity type" I could see very clearly and quickly in my calendar which activity is a meeting or which one is only a task. I have attached an image of where all the colors should appear... but the…
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Campaings: Revert order of row items in mobile template
lets say you have a row with two columns like this: ----- text | image ------ in mobile this becomes: ------ text image ------- I would like it to become: ------- image text -------- with a button like reverse order on mobile
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Today option for contact date
adding a Today option to update contacts would be really helpful!
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Error: Pipedrive Sorry, you have been blocked You are unable to access our website.
Hi @Mike van der Valk I'm having trouble getting into pipedrive, the error says: Sorry, you have been blocked. You are unable to access our website. I contacted support but have not received a response. Please, can you help me? Thank you Yenifer
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Clickable/Linkable custom fields
Right now the only way to have something clickable - it has to be organization types, anyway to make it something else? Multiple raw that are not available for Organizations so I can't link multiple organizations
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Pipeline stage dates on start of using Pipedrive
Hi! Is there a way to adjust Pipeline dates? I started to use Pipedrive couple of months ago and would like to add old leads to Pipedrive with actual start dates. Now the number of days from lead to deal is showing too few days. I managed to adjust Deal generation date, but that does not affect to number of dates to get…
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Stage Change field
Hi there, It would be incredibly helpful to have the stage change date as a field to be able to export. As of now you can only see the latest stage change date which is incredibly useless. For reporting reasons and to see the duration of the sales process, would be great to get the date each deal moved through each stage.…
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Report time in stage per deal
Hi I'm looking for a way to get a report of every deal and the time it stayed in a certain stage. I got the report "deal duration" but that gives me the average. I need to see this for every deal separately. Any ideas how to do this?
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Calculate the Stage Duration in Pipeline
Is there a way to calculate the duration not depending on the dates? as the stage can be changed a couple of times, Instead, calculate depending on the duration the deal has stayed in that stage, Example: the deal is currently in the Pending stage and has been for 5 Days, somehow it was changed to the Paused stage and…
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suggestion for Projects
It would be useful to have a "Participants" box for Projects the same as there is for Deals.
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Is it possible to run a query of all contacts who have opened a tracked email in last 30 days?
As the title explains - I'm trying to run a query of all the contacts I've emailed in the last 30 days and pull out those who have opened my emails. Is this possible?
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Deal labels in insight reporting
Hello!! I have put my own labels on every deal, but when I report about it in insights, or view/segment the data by labels, the labels do not show up! What am i doing wrong? Thanks!
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Bulk Email Obsticle
Is there a way to send out bulk emails without synching my email? Due to PHI, we are not doing that step. I did watch the tutorial and when I get to the compose part, I get this screen. I am curious if anyone else has experienced this or is in the same boat when it comes to email. Thank you in advance.
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Upload Leads
"Hey everyone, When I upload my leads, I only want them to be added to my lead list. I've already labeled and added information to them as deals, but I only want them to appear in the lead list and not in both the lead and deal lists. I don't want to end up with 500 new deals. Can anyone please help me with this issue?"
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Tracking email forwards?
Hi All, Does Pipedrive track email forwards? I'd like to know if the opens and clicks in the email are by the recipient or from a forward. Thanks!
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Pipeline View
Is it possible or are there plans to make it possible for users to see a consolidated view of multiple pipelines? For example, lets say I make a separate pipeline for 3 different service lines we offer. Each sales rep sells all three but the sales rep has the ability to just view a single service pipeline or see the deals…
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Label Field
I see that its now possible to select multiple values in the deal label field. Is it possible to turn that off and limit each deal to one single value selection in the label field?
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Quickbooks Self-Employed
Pipedrive doesn't officially support a connection to the Quickbooks product named Self-Employed. My bookkeeping system is on Quickbooks Self-Employed. Does anyone have a work-around to populate invoices from Pipedrive information into Self-Employed?
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Google Workspace/Google Chat
Are there any plans to add Google Chat as an alternative to Slack now that Salesforce has bought them?