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Report Activities with long notes
Hello there, we are supporting customers over a time frame of 7-13 months. We support private customers for our business partners. A deal is the customer experience of a private customer over the given time frame. Part of the support is done with little questionnaires that are filled in in pipedrive activity notes. The…
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Is there a way to export all the activities/notes/emails of a deal?
We'd like to create complete dossiers per deal after completing one, saving it outside of PD. * All fields * What & when activities were done * What notes have been made * E-mail traffic * etc... Basically everything we've done to complete the deal should be possible to export as a whole. Somebody outside of our company…
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Searching for activities [BETA closed]
Hey Community 👋 We're excited to let you know that we are soon starting the beta-rollout of having activities searchable. It's been one of the most highly requested updates we've been hearing about search. UPDATE (3rd January 2022): BETA closed. Thank you, everyone, for your interest in the BETA phase! We have closed BETA…
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Hello, how can I transfer a previous email conversation to a new lead? Thanks a lot.
I must transfer a historical conversation record to a new lead for customer follow-up.
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Hello, How can I bring an old conversation from my email to a new lead? Thnks a lot
I need to bring an old conversation record to a new lead for follow-up costumer
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Missing field in the deal "Deal probability"
Hello, As far as I understood there should be the ability to set the probability for each deal separately. Unfortunately, I cannot find the field or button for it. I am the admin and the only user in the system. Does anybody know how to fix it? Thanks!
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How do I have a Contact field automatically inherit a field from the Organization level?
I am utilizing the Lemlist integration, which requires any custom fields used to be at the Contact level. The field I want to pull in is an "Insight" that I have added to the Organization level. I want that Insight to be inherited at the Contact level for any contact tied to that Organization. I spoke with support, and…
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A bit confused about "Email Template Person"!
Hi Guys- In the automation workflow actions, there is an action called "Send email using template"- to use this action, one must indicate a value for the field "Email Template Person". My question is: does "Email Template Person" mean to send a copy of the email to the person who created the template? or to the person who…
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Why footer items do not display when converted to PDF from google sheet
Any idea why my document in smart docs does not display the footer items when downloaded as a pdf or shared in pipedrive as a pdf? The document was created in google sheets.
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Create leads based on incoming email
It would be great if leads could be created based on incoming emails. Example: Any email sent to leads+yourcompany@enqlare.com create a lead in the inbox. We often get emails from our website and other forms that generate emails to a sales inbox.
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Notes in Filters
I love to make filters in Pipedrive. Sometimes I forget where a filter is made or used for. I would be great if you could make an internal note in a filter where you can leave information about the filter.
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Allow case statement instead of just if in workflow automation
We have to duplicate and create actions which are very similar to each other. Would be great to have a case statement so we can use the same business logic (except for a single item) and then direct the action based on the value of that one item. i.e. we take the same action nomatter which stage an item in a pipeline is…
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Looking for text integration
I need to find something that will easily: 1- Allow me to send and receive texts through Pipedrive 2- Allow me to automate outbound texts in the same manner that outbound emails can be automated. Are there any options out there?
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Reporting on Deal Activities
Hi all, First time poster !! I'm hoping to find a way to use the Insights reports to identify users of our PD that are NOT keeping their activities and next steps up to date for deals in later stages of our pipeline. I've managed to create a filter that identifies these deals (Either no next activity, or Date of activity <…
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How do I recover deleted activities?
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
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Have organisation as an option in the Campaign reporting/Insights
There is no option to select organization in the Campaign reporting/Insights which seems strange as there are so many other random choices you can get results for eg Click country, Sender domain name etc. Surely it should be an option to have the recipients Organization as an option to be included?
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New: Formula custom fields (Calculation) 🧮
We are happy to announce that this often-requested feature is being released! Find out all about it here 🚀 What: You can make a numerical or monetary deal custom field calculate a value based on values from other deal fields. For whom: Pro and Enterprise users When: Gradual release starting February 2023
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Billing Issues
I have 2 days left on my free trial of the Essentials Plan. When I went to subscribe it tried to charge me $133.90 and said this was a reoccurring monthly charge? The monthly plan for Essentials shows up as $21.90/month. The annual plan shows up as 14.90/month. If I select the annual plan, it wants me to pay $1300.80? Can…
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Deal Card View is now Fullscreen?
Hi, I have just noticed the deal view is full screen and very unsatisfying to view. Is this new and is it possible to change back? Thank you Adam
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URGENT Why does Automatic Assignment not recognise my custom field?
I'm trying to setup a Lead Auto Assignment, however when I test it with only my customer field (single choice), it will fail (show not assigned in the history tab). When I try it with a 'default' option, like Lead Source = Web Form, then it works instantly. I've tried changing the name of the field, encase it clashed, I've…
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Purchasing the essential package
Hello, I have been trialing the professional package but too large for our company and want to sign up on the essential package but can't see how and need some advice please.
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Improvements to the Maps feature!
We are loving the Maps feature within Pipedrive! It allows us to easily create visuals around the locations of our customers and makes us look good to our external stakeholders. We have a couple items of feedback: * The Maps functionality needs its own home page! Much like the other useful parts of Pipedrive that have…
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"Oops. Something went wrong"- How to reach out to support?
I started using the trial version but I'm unable to do anything. Nothing works. I contacted support via chatbot, which keeps on a loop asking the same questions. I also tried to reach out to support via email, but I got an automatic message telling me to look for "Something is not loading/Page/tool is not loading." on the…
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Email Sharing One Way for Admins
Hi, I am an admin and want to integrate more users to pipedrive. I want to be able to have my employees emails set to sharing but I do not want them to have access to my emails. I would like to only share my emails with fellow admins.
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API: how to retrieve lead information when lead is converted to deal
I am using Pipedrive's NodeJS SDK to retrieve deals. It works fine. I see that a deal can be created by converting a lead into a deal. However, the lead details or lead identifier are not included in the deal after that conversion. How shall I gather those lead details using the SDK? Thanks in advance. Regards.
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Signature for each synchronized email
Each synchronized email needs a different signature. What's the point of paying to have several emails and not having a signature for each of them?
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Update Activity Status
I have a automation workflow that's not working and wondering what I have set up incorrectly. 🤔 This is the part that's not working - the activity isn't being marked as done. Would appreciate any help! I've only tested this once so if there's nothing wrong with my workflow, I can re-test it. I need to replicate this…
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Show all deals that I follow
Hello, I'm frustrated that I can't simply create a Deal filter for all deals for which I've clicked the Follow button. I just had this confirmed by Support that you do not offer this currently
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Elementor integration
Hi, I would like to push my leads coming from WordPress - Elementor to the Leads section in my Pipedrive. What's the best option to do it?
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Attaching files to tasks
Would it be possible to implement a function for attaching files to tasks in the Project Module? Tasks can be very important and often related to finish documents, send documents, change design files etc. It would be nice to be able to attach files to tasks.