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Wird der Caller (Caller) zum 30.09.23 abgeschaltet?
Ich habe heute neues Guthaben auf unseren Caller geladen. Dabei kam der Hinweis, dass es nur noch bis zum 30.08. möglich ist, Guthaben aufzuladen und dass dieses Guthaben nur noch bis zum 30.09. vewendet werden kann. Darunter zwei Links zu JustCall & Cloudtalk Heißt das jetzt, dass der Caller tatsächlich abgeschaltet wird…
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Multiple Calendar Sync
Hi Of course just one feature is never enough LOL. Now that we are testing multiple email sync (and it would be great to know if we could have an add on for that instead of having to go to additional subsciptions), is there any chance you could look at Calendar sync next? Kind regards Purnima
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Sync Two Email Account
I would suggest you add the option to sync two different email accounts since salespeople sometimes have two email accounts one as the main sales email and then they have their private email account.
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Notes not visible in DEAL
We have a team of 4, each member of the team creates DEALS and attaches a relevant company. These notes are visible to all deal members in the DEAL section, but in my instance of Pipedrive, I cannot see these Notes, I can only see them when I link into the COMPANY. I need to be able to see the notes in the DEAL, so how…
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Marketplace: Free isn't Free
The marketplace has apps that are labelled as free when they have a 14 day free trial... But they're certainly not free. Maybe worth adding a Free Trial tag instead of Free. In the image attached, the first Facebook App is free but the others cost USD 60 per month. This is an easy example but there are many others that…
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Campaign Builder: MS Outlook Appearance Issues
I run a B-2-B wellbeing company and the majority of our clients use Microsoft and MS Outlook for emails. I'm constantly finding that every time I build an email in Pipedrive Campaigns, it looks vastly different in an Outlook inbox verse what I see in the Campaign Editor and Preview Mode. This is an ongoing issue as…
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Pipedrive Mail--Move newest email to top instead of bottom of a thread
One tweak I would like to see is: When replying or forwarding an email in the Pipedrive mail interface, Pipedrive drops the new email to the bottom of the thread. I assume many of the Pipedrive subscribers use Outlook, where the new email is at the top of the thread. It is confusing. Pipedrive requires me to scroll down to…
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Workflow automation - Creating activity
I've created a workflow automation that when you've "completed" an activity, Pipedrive creates a new activity in 7 days. That works great, but the problem that I'm running into is that there is no way to duplicate the "time" marked on the activity that you've completed, for the new activity. i.e. at 2pm, I completed an…
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Copy Automation & then change Trigger?
I'm just getting started and have some automations that I want to build. I have an automation that I can to copy and then change the trigger (e.g. deal create from deal update). Is there a way to do this? I'm thinking no :(
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Why can't we download a document that has been signed unless all parties have signed it?
Our office manager wants to be able to download pdf copies of proposals even if not all parties have signed yet. Why is this not allowed?
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How do I create a unique URL inside of an email template using deal ID or some other reference?
Hi Pipedrive Community, I am trying to create a unique URL inside of an email template that contains the deal ID or some other unique ID. From others I have taken the approach of having it start as plain text and when it sends it will become a link. (Although even this workaround may not work in all email clients) I can…
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Email rotten deals
Is there a way to set up an automated email to send the customer chasing it up. For example, a deal hits 14 days and becomes rotten an email through Pipedrive or a plugin then email the customers asking if this deal is still active or for an update.
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Product Images
Most of the people who are providing products, not services want Images, it would be really beneficial if we can upload images that we can see, not just a file name. Product = Image Sometimes someone is asking you about something specific and you need to see actual images not download then view them.
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How to trigger lead label update when meeting is booked in Calendar
Hello all So my desired workflow is as as follows: Customer completes leads form with qualifying questions (using pipedrive web forms) The system will create a contact and a lead If the customer answers does not qualify, the system will send a "Dear John" letter, and will archive the lead If the customer answers do…
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Revenue Forecast for Both One-off and Subscription Products in One Report
Revenue Forecast for Both One-off and Subscription Products in One Report For companies that sell both one-off products and monthly subscription products, it is very important to see probability weighted revenue forecast for both products in one report. Is there any new feature or trick to support this demand??
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Label filter in Insights
It's great that there is now possibility to add multible labels to deals. However it is not possible to use "label contains" filter in reports. Is that on roadmap?
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Pipedrive / WP / WooCommerce collaboration
I am starting a new B2C line of my business and already have the WP/WooCommerce development for it underway. I am now trying to think through the back end. What functions should WooCommerce do, where should the data live, what roles can Pipedrive play? Is there a better option than Pipedrive for these functions? I am…
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Sales Task / questions
I have 35 question I require to be answer throughout the sale process before the deal can be converted to Won. How and where do I put these questions so that the entire team sees them for each of their deals? Once the deal is one how do I move this data to Basecamp for notes to the project?
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Panda Doc Integration
Please see the attached, screen shot. I clear the cookies and have not been able to get this to integrate. Please let me know how to solve
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Permissions to Marketplace
I'm with a mature startup and by policy we comply with regulations regarding company that are publicly traded. So we carefully control the installation of software on our users computers. And that would include software installed via PipeDrive marketplace. So my request is that we can turn off the MarketPlace option…
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Delete e-mail without asking confirmation
Is it possible to disable the confirmation popup question for deleting an e-mail?
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Trigger an event after an email is sent
I can't see how to do this, so I'm assuming Pipedrive doesn't support it. I want to trigger an event after a specific template email is sent. For example, I send the "welcome to xx product" email and it automatically changes the organisation label to customer and sets a follow up activity 1 week later. So, the trigger type…
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How can I create a custom trigger in Pipedrive to trigger automations?
I would like to create a custom trigger which would then send emails various timelines once a parcel is delivered to a contact. How do I do this?
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Error with multipleOption field via API
Here is the error we are getting: Failed to create lead, error message: provided dataset is not valid, error_info: Custom field validation failed. Error: Expected values of multipleOption field to be numbers. On the website this field is a dropdown. The option names in the website and in Pipedrive match. Any help would be…
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Pipeline deal cards
Allow the option to display how many days the deal card has been in it's current stage. In the bottom right hand corner maybe. This shouldn't count toward the existing limitation of how many items can be displayed on the deal card.
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Beta Test - Zoom Meetings Integration
Hello! Arseniy from Pipedrive is here! I'm happy to announce the beta testing of Pipedrive and Zoom Integration. What is available at the moment? * Scheduling Zoom meetings from Pipedrive linked to deals/contacts * Joining Zoom meeting with relevant deal context What should I do to join beta testing? * Just write an email…
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New: Customise your left sidebar
Hello, Pipedrive Community! We've received several user feedback requests for the ability to customise the left navigation to better suit your preferences, and I'm thrilled to announce that it's now possible! You can now edit your navigation sidebar, choose your default landing page, and toggle keyboard shortcuts on or off…
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About Facebook integration, anyone is having troubles to connect it?
Here are some screenshots between META and PIPEDRIVE, there are missing chats
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Dynamic Fields in Custom HTML Email Campaign Templates
Hi, I'm trying to embed some custom fields (i.e. contact first name, organisation name, etc) in the code of my custom HTML email campaign template. It keeps showing me the raw html though. Is this possible within Pipedrive? Hope someone can help me to solve this issue:)
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Is It Possible To Archive Lost Reasons
Over time I've found some of the lost reasons I originally created have started to be used incorrectly, so I'm streamlining my list of options. As part of this I want to remove certain lost reasons, but wouldn't want to delete that data from the underlying records - i.e. I still want to see those lost reasons on my stats,…