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IOS widget no longer available?
Once upon a time I had the IOS widget on my phone, it's no longer available for me to add. On the mobile section of the documentation it shows available for IOS? Is this an issue on my side or did it get removed?
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Inbox Issue
I have recently logged an issue which is impacting our company. Unfortunately there does not seem to be a solution at present so I would like to highlight this feedback to you as it may well impact other users. We are a small company and use Pipedrive for our email communications. There are 2 of us who access the in box to…
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Feature request: Calendly integration into 'Propose times'
I find it easier to send clients the Calendly link to book a call. It would be great if I could open this pop up, click on 'Send Calendly Meeting Link' and it then automatically posts it into the Email box (saves me copy and pasting it each time) Making a template dedicated to this is a workaround, but this solution makes…
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Web modules and Prestashop integration
I am trying to include a web form in a prestashop CMS page with an html box, but the script is not accepted. The script is as follows: <div class="pipedriveWebForms" data-pd-webforms="https://webforms.pipedrive.com/f/32PqdWxLLKDYMViDyhHl0rlBpvKkySzavmYA74UPS4jJTwlWVs0pLqO209tBGhDaP"><script…
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Emails stuck in the outbox
Hello, A lot of our emails get stuck in the outbox and we are obliged to manually refresh to send the email. This is time-consuming. Furthermore, we are unable to contact the support. When we click on the chatbot, nothing is getting launched. Has someone else experienced these issues? Best, Nathalie PS : We have not…
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Dashboard - ability to make changes to the graph
I have a number of graphs on my dashboard with the same 2 product types visible. On some graphs the colours of the products differ to the others. For example, product 1 is orange and product 2 is blue. But further down, product 1 is blue and product 2 is orange. I would like to have the ability to make changes to these…
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Auto sync emails sent to 'Participant' contacts on a deal
Hi there, My company urgently needs the Pipedrive product team to auto sync any emails sent to 'participant' contacts to a deal. Currently if you're emailing a client who isn't listed as the point 'person' on that deal then it won't be recorded in the activity (unless linked manually). In most companies there are multiple…
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Using Automation
I am just getting started using automations in pipedrive and would love a recommendation on if there is one automation we could use what would it be?
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Merged: Problem with Outlook Calendar Sychronization from Pipedrive
This discussion has been merged.
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Notes on deal not showed in organization?
Hi to all, I've noticed that if I write a Note inside a deal, this note is not showed on the organization view. Is it normal? Why?
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Is anyone willing to spend an hour or two with me, to help me setup pipedrive?
I am a few hours into playing with Pipedrive, and I am loving it. There are a few things that I am sure the system can do, like automate an email to an organisation owner/primary contact when an activity happens on the organisation but I just dont know enough to make it happen Would love to send some time with someone who…
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Data import
I download my spreadsheet but all my data doe sno ssem to be in the custom fields.
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Export Automation History
I've set up an automation that creates a note when the expected close date has changed. We want to track what deals are slipping. The next step for us is to be able to visualize this. How can we export a list of notes that only contain this information?
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Please let me login on more than 3 devices
Hey folks, I have 2 laptops, a desktop PC, an ipad and a phone I use daily for business. This 3 concurrent login constraint prompt is really annoying! Any chance we can increase this? With MFA enabled you've got to be pretty sure its me and not someone else I'm sharing an account with.
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How do people track seeing contacts at events?
Any clever ways to do this? Would like to be able to flag people who are going to be at an event and when i've reached out to them/met them. Do you set up deal pipelines or other clever way?
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Automation that deletes scheduled activities when a deal is marked "lost"
Is there a way to automatically delete all activities (e.g. follow-up call on sent quote) tied to a deal after it has been marked "lost"?
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Setting up reports/views to see when Organisations haven't been contacted in a while
Hello This is a bit of a vague question but hoping someone has some good, creative ideas of how I can use PipeDrive for my use case. We're setting up an investor CRM and I'd like to be able to see at an organisation level (vs deal level) when we've had no contact with anyone in the organisation for a while (i.e a rotting…
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Automatic deal creation from a Campaign click
We have a regular newsletter mailout that we send via Campaigns. In this newsletter, we have various links that recipients can click on. Some of the links will take them to our website so they can download materials. When they do this I would like Pipedrive to automatically create a deal, so this can be followed up with by…
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Can it be possible to remove filter restrictions like limiting the number of conditions per filter?
Hi it really is hard to make filters that only have a limit of 16 conditions. for our work we really need to have a lot of conditions in our filter to effectively work well.
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Activity Priority
I love the way Pipedrive organises Activities and how it visualises current, overdue and future tasks. However I get asked a lot by clients if theres a way to set an urgency level...to me there isnt really the best workaround for this unless you type urgent somewhere in the activity. Is it possible to use the same red,…
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AUTOMATIZEI OS EMAILS, MAS ELES NÃO SÃO ENVIADOS.
Olá pessoal, Estou com um probleminha que atrapalhou muito meu fluxo de cadência. Eu criei uma automação na qual sempre que um negócio é criado na primeira etapa um email é enviado automaticamente. Testei criando um negócio e deu muito certo. O email foi enviado na hora. Porém, quando adicionei 123 contatos nenhum email…
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Can I have 2 instant conditions that are different
Context: I'm using automations to send a thread of 3 emails when a user is created. however, there are a couple of things that should happen in between emails. step 1. user is created --> send email template 1 1.1 user answers email --> create lead - stops emails Step 2. user doesn't answer email #1 --> wait 3 days and…
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Want to add 4 more seats, but with different email client and domain
We have 2 teams. Sales uses Gmail on one URL, and support uses Outlook on another URL (the support team is part of our parent company, hence the different URL). We have the sales team in Pipedrive now and it's working well. We now want to add the 4 support people who use Outlook. Can I have multiple domains sending in…
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Import from Spreadsheet: Adding values to multi option fields instead of replacing them
We are regularly doing webinars and sending out postal mailings to our customers and leads. For that, we have custom multi option fields so we can label who took part in an event or received a mailing. The problem is, once I import an Excel list that says, person A received Mailing XY, then the previous value of the field…
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Is There an Alternative to the Caller App?
While creating a new Pipedrive account, I'm looking for a feature similar to the Caller app, which unfortunately no longer exists for new accounts. I want the ability to make calls from my computer while using my personal phone number, just like I used to do with Caller. Do you know of any alternative that allows this…
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Deal sharing for external user
I want to share deal externally pipedrive user. I mean user who have own pipedrive account not my company account?
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Asking for Advice: Bulk convert contacts to leads
Sorry if this is a duplicate but I couldn't find the response I needed so I am posting a new one. I have a bunch of contacts I want to bulk convert to leads however I can't find that function. I tried importing into the leads inbox but the records were just merged with existing contacts and no new lead was created. I can…
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Looking at a Pipedrive+M-Files (leading EDMS solution). Who has a success story here to share?
There is one instance of a Pipedrive + M-Files (leading EDMS solution) integration from about 7 months ago that I am aware of in Finland. Who can attest to the success of this or any other successful, currently active Pipedrive+M-Files integrations out there in the community? Thanks in Advance
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Netsuite & Pipedrive integration is here- asking for feedback
Hello Pipedrive Community! 🙂 I am a Sr. Channel Manager in the U.S.A, 🇺🇸 nice to meet you all :) I would appreciate your feedback on Netsuite. Have you lost a pipedrive customer or prospect" due to not having the capability to integrate successfully with Netsuite? Reason being, my global partner Faye…
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Possible to link an activity to a Deal AND a Project
It seems that I can link either a Lead, Deal or Project to my activity. While I of course want my activity to be linked to the project, I still want my acitivty overview to show the Deal that my project - and therfore my activity - was created from.