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Integration - Webflow
Pipedrive needs a Webflow integration like Hubspot so we can easily sync form data between our website and CRM.
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"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.
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Custom Colors in Insight Reports
The insight reports can be customized to show a lot of helpful information. One issue I have found is that I can run 2 reports involving similar data, and the colors for the categories change from report to report. I would love to be able to assign certain colors to certain sales people, products, etc.....so that there…
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Pick times from a deal view
Hi there, It looks like something changed with the pick-times option. Normally I was always emailing from a deal view and added options from the pick-time option. But now this option is not visible anymore from the deal view. When I email from contactperson or from organization the picktimes is visible again. Is anyone…
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Can the currency dropdown be hidden if there's only one active currency?
Hi Pipedrive team! We have only one currency set up. All others have been deactivated. See this screenshot. But still the currency selection dropdown appears next to each currency field. It clutters the UI and is unnecessary. Can this be switched off? If not, the default behaviour should be that these dropdowns are hidden…
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Matching custom fields of 2 deals in separate Pipelines as Condition
Hi! To reduce human error, I am trying to create an automation, where: After a deal with a certain text in a certain custom field (an internal ID) in one Pipeline gets won, the Automation will find an open deal in another Pipeline that has same text in the same custom field, and moves that deal into a certain stage. As I…
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Button text color in Web forms
Is it possible that you have to go with white text on button only? Not possible to change it via CSS and Java Script I tried and failed miserably :) Any suggestions?
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Multi Touch Email Sequence
Hi Product team, is there any functionality in the roadmap in which pipedrive users will be able to create multi touch email sequences? I think this would be a great addition to your platform as it will allow to execute sales/business development representatives to work inside Pipedrive... what happens currently is they…
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Filtering all people by active lead
I find it hard to keep on track which leads I need following up which so want to try using the 'Set follow-up frequency tool in 'contacts timeline' so do that. I know it is possible to filter by open deals, but is there a way to filter the list of all people in my pipedrive account based on whether they are active lead…
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Data export - times in UTC
Hello, I'm exporting activity data in order to build timesheets for billing clients. What's frustrating is that even though the users have entered their activities in the local time zone, in the data export it's all in UTC time. I need the data to be in local time as different rates apply to day shift as opposed to night…
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Call logging android - troubleshooting
Hi, I want to get the answer. If only I have such problem. I'm using the newest version of Android APP I've configured the app accordingly - https://support.pipedrive.com/en/article/calling-and-logging-calls-in-the-mobile-app PROBLEM - some of my call's are not logging in I've exchange 47 emails with pipedrive to resolve…
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"New revenue" report based on the subscription start date
In our business, we invoice on a monthly basis with no set end date, so the value of our deals in pipedrive is the monthly cost for that customer. To get a better insight in the MRR, in all closed won deals, the subscription is also added, with a payment date set as well. Because it might happen that the contract is signed…
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Subscription revenue report - Values of the one-time payments
Hi! I have added the subscription plan to most of my customers. In some cases, we have payments that are billed extra, so I added "Additional Payment". In other cases we receive the payments only once so added it as "Payment schedule" - 1 payment. When I generate a report I want to see how much revenue we are making -…
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Pipedrive Campaigns for RSS feeds?
I use Mailchimp today for my marketing emails. One important part is when I write new blog posts on my website to deliver them weekly in a RSS feeds campaign. That means that the RSS feed detect new article posted on the website and the use Mailchimp RSS feeds campaigns. The Pipedrive Campaigns looks great but as long as…
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Is it possible to specify a default field value (input)?
Hi everyone Is it possible to specify a default field value (input)? For example, if we had a field called Estimated Return to Creditors, can we have that field always auto-populate with the likely/standard scenario (e.g. 0.2**) This way our users don't have to manually type it in each time, but can edit that value in the…
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When will more than 5 formula fields be available?
I am evaluating and implementing Pipedrive currently. We have invested many dozens of hours into the process so far. We are considering switching from HubSpot to Pipedrive. A large part of the appeal of Pipedrive was the Formula fields. On the pricing page there is no mention of a limit of 5 Formula fields. Just…
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Is it possible to set a default activity type & default activity name?
Hi Pipedrivers, Whenever I mark a Task as "Done", Pipedrive prompts me to schedule the next one, which is great. However, it leaves it to me to fill in all fields. Here are my questions: * By default, the next activity is a Call. How do I make it a Task by default? * By default, the next activity has no title. How can I…
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Suggestion for Leads Inbox
It is good to have a list of leads, but having to jump to another page to send an email is not very convenient. Could we be able to send emails via the leads inbox in future?
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Automatische Termin-Erinnerung
Guten Morgen, wir brauchen eine Funktion zur automatischen Termin-Erinnerung an die Teilnehmer des Meetings (insbesondere unsere Kunden). Use Case: Wir planen einen Kundentermin als Aktivität in x Wochen und möchten einen/zwei Tage vorher eine automatisch generierte E-Mail als Erinnerung an den Kunden senden. Diese…
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Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be
Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be present in that integration.
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Workflow automation: Automatic Reminders
Hello! I've created an workflow automation for a 3 days automatic reminder. Every time we mark an activity as done, it creates a new activity automatically for in 3 days. I've configured 3 days, tried with skip weekends and whatnot. Not successful. I'd like to implement 3 'business days' as the due date of the activity. So…
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Enhance quality of Pipedrive Dock icon (macOS Sonoma)
In macOS Sonoma, Apple introduced a 'Add to Dock' feature for Safari. This enables users to add web applications to the dock. Very useful for Pipedrive users. Currently, the web icon isn't optimised for adding Pipedrive to the dock. Can the icon be updated for this?
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Feature Request: Automated Sales Document Creation
Hello, I understand that it's a longshot, but I would like to request the following feature. This would personally save me several hours per month, and I am almost certain that others would also benefit. Feature: Automated Sales Document Creation Customers are often engaged in activities that have an educational purpose.…
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Missing import data in Pipedrive, yet when exporting all is there.
Hi, This is a bit of a frustrating day in the office and I just want to speak to someone on the phone. In short, we have 500 leads that we imported to Pipedrive, yet a lot of information is missing in Pipedrive itself. When I however export all of Pipedrive the information is there. How can this happen and what can be done…
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Better Brand Visibility with Scheduling and Contracts
Hi Pipe Drive, I think your CRM is a very nice product and one of the easiest CRM I've found to use, but currently, I believe you are missing a pretty big mark for some businesses here - The idea of having an all-in-one effortlessly. Currently, I'm using Square for payments, contracts and appointments. Predominately,…
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How to track demo no-shows?
Hi all, At the moment, we're tracking people who scheduled a demo but didn't show up in a spreadsheet because I don't know how to track that in Pipedrive. I suppose it wouldn't be a good idea to have a "No Show" stage in a pipeline as each step of a pipeline should be mandatory for the vast majority of prospects. Also, it…
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New: Workflow Automation History 📝
What? Users can understand the status of a given automation execution and troubleshoot it when the outcome is not as expected: * The historical execution data is kept for 15 days for all workflows. * For workflows with delay steps on top of those 15 days, the executions are kept for the total delay period configured in the…
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Multiple owners for organisations & contacts
I think it would be a great feature to allow multiple organisations and contacts to have owners. We have people in our company who need to be owners of multiple of the same organisations so would be very useful.
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How to transfer Google Meet transcriptions to Pipedrive?
How to transfer Google Meet transcriptions to Pipedrive?
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Templates for notes
Often our team is having the same intro calls with multiple leads. We always want to gather the same data points and guide the conversation in the same way. Data fields are more difficult to update live and the format can be limiting. It would be ideal to have templates (like the Sales inbox) for notes so that the team…