-
E-Mail Automation in Leads and creating a task
Hi there, my first question here :-) The case is the following: We've imported many Leads into Pipedrive. I want to send in all Leads an E-Mail Template, called “Template 1”. I started this, when I trigger all Leads with a new label. All Leads are sending my template, everything is fine. But now I would like to create an…
-
Lead API feature request: find lead(s) on Person and/or Organisation ID
TLDR?: Request API option to find lead on Org ID and/or Person ID Hi team, great to see the progress on the API's, esp for Leads which we're embracing. I have a request (following some open issues in the dev-channel): Can you please allow for an endpoint to get Lead(s) by either Person or Organisation ID. Or something…
-
End automation after deal is won or lost
My automations keep rolling after the deal has been marked as won or lost. Is there a way to automatically kill the workflow once it has reached the won/lost position?
-
Scheduler - Connect Multiple Calendars
It would be great if the Pipedrive scheduler could check availability on multiple calendars and then post the event to one. Just like in Calendly.
-
Auto-Synchronization of Scheduler with Calendar
It would be very beneficial if the scheduler could automatically synchronize with the user's calendar. This feature would streamline the appointment setting process, ensure consistency and accuracy, and reduce time spent manually updating both the calendar and the scheduler.
-
Nice suggestions with Pipedrive Updates
* Is there a way Pipedrive could go windows app? Like Asana * Why is PD super slow especially with its interface when showing the list of leads * Is there a possibility that PD can add a chrome extension that can quickly add deals or contacts and would look like this not needing a Gmail web for it?
-
Webflow integration -> Wrong date in date field in Deal
Hi everybody, I have implemented an integration between a Webflow form and Pipedrive via Zapier. In the webflow form we are asking for a date via date picker. In the Zap the output of the date is correct (e.g. 2023-11-07) and the data is transferred to Pipedrive. The deal is created with all the correct data BUT the date…
-
Visibility Options on projects
We have a range of teams and ideally we would like the projects to be segmented as well based on visibility groups as with deals.
-
Last Activity Column.
Hey Guys, Wanted to see if anyone knows how to get the last activity column to work to include when I send an email to an account etc. I realize that it is only updating for manual entries but is not tracking email activity. Thanks in advance!
-
Mailchimp to Pipedrive failling to add the organization
Hi, I created a zap in order to automaticaly creat a new contact in Pipedrive whenever a new person is added to a specific MailChimp audience. The zap is working as intended except for the organization part… All the other informations are in the Pipedrive contact but the organization. I also have a zap between gsheet and…
-
Can I automate a 'New Deal' in a different pipeline, created from the the details of a 'Won Deal'?
We have 2 pipelines. Sales and Production. We want a 'New Deal' to be automatically created in our Production pipeline, with all the details from the 'Won Deal' in the Sales pipeline the moment the sales deal is set to won. Is this possible? OR - can we have the won deal (with ALL the information from the deal) appear…
-
Include Time/Date in email appt reminders
Hi Guys, Considering it's not possible to pull fields from Activities into email templates, is there a workaround to include the time/date of appointments into automated email reminders? Ideally in a 12 hour format. Thank you! David
-
Filter selecting all contacts of a deal
How can I create a filter whereby I select all persons that are related to an organisation (not only the selected contact person) that have a deal in a specific stage?
-
Pipedrive hasn't been updated with Linkedin information via the Dux-Soup
Hi D-S, my Pipedrive has not been updated with LinkedIn information via the Dux-Soup plug-in for the nine days. Is there something wrong on the D-S side? Please help. Rgds, Julian.
-
Lead to lost - how to mark it?
Please advise how I mark a lead as lost
-
Direct link to "Add deal" form
It would be great to have a direct link / url pointing to the "Add deal" form.
-
Pipeline View Needs a "Show All" Toggle
It has never made sense for our organization that WON & LOST Deals drop out of Pipeline view by default. Heck, it took me over 2 years in the system to realize that we could even create a filter to show these Deals in Pipeline view, that's how used to it I had become! Utilizing a "show all" filter is becoming more of the…
-
How do I pull in the phone number field (person) on deal insights?
I need to pull a report to see the phone number of all deals started. Why is this not there? I don't get it.
-
It is possible to make bulk operations on mail to assign labels and/or projects/deals
I wish to select more emails and make two kind of bulk operations: link them to a project or a deal assign them a label It is possible?
-
Allow Admin to View Email Open/Link Tracking from Other Users
Not sure why as an admin I can see other users' emails but not the link tracking and email opening tracking from users' emails. This can and should be done.
-
Why can't we EXPORT the Summary data in Insights?
I've used Pipedrive for 4 years and have made this request to Support so many times it makes my head spin. Every time I make the request, they say "mention it to the Community". Well, here goes.... Why doesn't Pipedrive allow us to export the list of Summary data in Insights? Why do I want this so badly? Product sales…
-
Linking Multiple deals for one overarching deal
Hello! Is there a process for combining deals into over overarching deal
-
Created an automation to create an activity after a deal is won.
I have created the below automation but it didn't work. Can anyone point out the problem here?
-
Why isn't there a restore recycle bin availble?
So I have some organizations that have been deleted. Is there an easy way to recover those orgs?
-
Phone Calling App
How to create a phone calling app which will be listed under Default Calling Apps? Regards, Andreas
-
filter by read/opened emails
I have a recommendation for a new feature, when someone opens or reads an email theres no field i can utilize to filter out that they opened an email, they are indexed to look one by one, it would be great to add this to the contacts field as an option to sort with including a sort by number of opens so that i can target…
-
Email # of opens
Would people find it help to sort sent emails by number of times they were opened? I would like to reach out to those who open multiple times because they are most likely to engage. Thoughts?
-
Translation of the word "Lead" to Norwegian
Hello. I would like the Norwegian translation to change a little bit. The frase "Lead", is translated into "Mulig Kunde", which means "Possible customer". This makes the interface kind of difficult for users to understand. Instead, it should translate to "Mulig salg", which means "Possible sale". As it is today, the frase…
-
Error when trying to import leads
When I click on the button to import leads the following appears: The page you are trying to access does not exist. Do you know why that would be? I would like to upload a spreadsheet of new leads.
-
Help please! How can I update the "won time"?
Hi - I have the essentials plan - I hope this isn't a limitation. The Insights tab came prepopulated with the "deals won over time" report, but no data. I have 4 won deals in October, nothing showing up. I did some research & saw the report is based partly on "won time" and so I tried to update that field in each Deal. It…