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Data center for Swiss customers
Hi all I am trying to find out where data of Pipedrive's Swiss customers is stored. Is it the UK? And where is the DC located for a possible DR? Thanks in advance for a reply. Regards, Frank
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Leads import no longer working
It says the following when clicking on import leads: Not found The page you are trying to access doesn't exist Anyone else facing the same issue?
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Pipedrive CRM for an Ecommerce website ?
Hi I have read Pipedrive mainly targets agencies, B2B services companies, with high ticket services but what about B2C ecommerce websites ? running on shopify, prestashop, woocommerce, magento... Would Pipedrive be a good choice for those sites, or would another CRM be a better pick ? Thanks
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Email tracking from iOS app
There's currently no way to enable email tracking using the mobile app (only tested on iOS). Tracking opens and clicks is really important to us. Even if there is no option to turn it on/off from within the mobile app, it would be really useful if there was a global setting to mimick the option you selected last sent an…
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Are fixed-value discounts ACTUALLY this difficult?
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
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Request for Proposal
Hi All - Just wondering whether anyone has had any workflows / integrations with Pipedrive for a Request for Proposal system? We ask a number of suppliers for quotes and then compare them before selecting the best one for the client. Ideally we would like an automated system that incorporates with Pipedrive. Any help very…
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PDFs, Google Sheets, & Google Slides in Smart Docs - Looking for BETA testers! CLOSED
BETA TESTING CLOSED - full release to Professional & Enterprise plans expected by end of September Hey everyone! We've been making some big improvements in the Smart Docs feature, making it easier to share your ideal documents. So, what’s new? * You no longer need a Google Drive or Microsoft OneDrive/SharePoint connection…
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How do I make sure a staff person has responded to all emails?
I have a new sales person who has missed a few important emails and simply did not respond...then it got bumped down his inbox and he was completely unaware. In Outlook, I have seen a feature when emails that dont get responded to get bumped to the top of the inbox with a reminder that you havent responded. Is there…
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Better Timezone management
I am trying out Pipedrive but the timezone features are really lacking as I am living in Vietnam but work mostly for European clients... And I have also US contact from time to time. Here some improvements : First it will be good to be able to change the "detected" timezone by the one we want, manually. A second easy…
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Organizations Current Time based on Timezone to Show in Deal Header
I wish that you could set the time zone of the organization or deal and it would show that deal's current time in the header when you opened that deal. That would save me so much time and brain power.
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Click-Through Rate : What is CTR?
Click-Through Rate, often abbreviated as CTR, specifically refers to the ratio of clicks to impressions in online advertising. It measures the effectiveness of an online advertising campaign for a particular website and is commonly used in contexts like pay-per-click (PPC) advertising. For instance, if your ad is displayed…
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[CLOSED] Looking for Beta testers for our new Recurring Activities feature
Hello everyone! We have started to gradually release the new Recurring Activities feature for our customers that are using Google Calendar sync. If you’d like to get this feature turned on already and be one of our early adopters please let us know. What are Recurring Activities? Recurring activities are activities that…
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Limited # of Fields available in Automations?
Hi, I am trying to create a workflow automation that produces an email to notify our administrative team to enter the lead's primary information, contact information and organizational information into our primary business management system when the deal passes a certain stage in our pipeline. This can't be accomplished…
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Planning Meetings for different time zones
It would be a great feature for planning meetings to know the corresponding time to your time zone. I am using this website: https://www.timeanddate.com/ But there are calendars outside of Pipedrive which allow to plan the meeting in a time suitable to everyone:
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Time zones for contacts/companies
I have seen others comment that they would like to see time zones so they could, for example, segment call lists. I have the same request. It's really not that hard to integrate, as there are easily available lists of telephone area codes and time zones in the US/Canada (for example:…
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💡Time Zone Widget?
⚡️An idea! Could we have a Time Zone widget where we can select the prospect's time zone and it will show the live time in their zone in the side bar? It would be most useful.
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Auto country code / time zone identifier
It would be convenient if once a phone number is given by a client, the program identifies the country of origin of the phone number and the time zone it is found in.
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Jumping from a Deal to its Pipeline
How can I jump from a Deal to the Pipeline that it is in? I know I can edit the Pipeline and Stage from the bottom left dropdown under the progress bar. But can I jump from a Deal to the Pipeline itself? Seems like something Pipedrive should be able to do! If this is not possible, I will put this in as a feature request.
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Automated thank you emails
I would like to have automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I understand…
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Projects improvement
Hello, I have a few ideas for improving the projects section. - it would be nice to be able to set up automations in a project, like sending an e-mail automatically when an activity is clicked on. - update the API so that MAKE or ZAPIER can be used in the projects section - Develop the projects section on the IOS…
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Remove Pipedrive's Built in Data Fields Option
Hi, I wanted to recommend the idea of giving us the ability to remove pipedrives built in data fields. Whether it is when you want to create a deal or in the deal summary when clicked it can become a distraction. For example, my company does not use %probabilty or expected closing date as it does not rlly fit into our…
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gmail spam filter
I have linked my gmail account to Pipedrive and notice all of the spam that is filtered from my gmail inbox appears in the Pipedrive inbox. It would be great to have the same filters. I welcome any suggestions for a work around. Thank you.
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Vraagje: Heeft er iemand suggesties voor het integreren van facturatie met Pipedrive? Ik wil graag d
Vraagje: Heeft er iemand suggesties voor het integreren van facturatie met Pipedrive? Ik wil graag deals die zijn gescoord factureren. Vooralsnog klop ik de gegevens over in Snelstart en stuur vanuit daar de factuur. De 'standaard oplossingen vanuit Pipedrive' Xero en Quickbooks kennen geen functie om automatisch…
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Invoicing via Pipedrive directly (connected to quotations in templates)
Hi all! I would like to invoice directly from Pipedrive. Now, I send quotations via pre-build templates. When a deal is accepted, I would like to send an invoice automatically to my customer with all products that are agreed on in the quotation. Finally, I would like to export the invoice directly to my administration…
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Goedemorgen, wij willen een financieel pakket gaan kiezen en een integratie met Pipedrive zou natuur
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Merged: Dropbox and Dropbox Sign x PipeDrive
This discussion has been merged.
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Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automat
Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automation would you use it?
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How to syncs Pipedrive contacts with Mailerlite using Zapier?
I need automatically to send Pipedrive Contacts (name, last name, email) to Mailerlite. What zap should I use?
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Leads Kanban
In my B2B business, there is a lot of activities going on when the person or the organization are still in the lead status. Actually, the "sales" status if much shorter in delay. It would very useful to : _ be able to add files to a lead _ Have a Kanban view with in column any field defined as a list. I could use the sales…
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This automation creates 4 activities
Hello, I've set up an automation that allows for an activity to be created as soon as a prospect opens an email. The problem is that when a contact opens the email 4 times, it creates 4 activities. Is it possible to limit it to only creating one activity? Thank you for your help.