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[Closed] Activities list view update - beta testers wanted 🚀 
Hey 👋 We are soon launching an improved version of Activities list view. So we are looking for volunteers to test our new solution and give us your invaluable feedback/ideas 👀 What has changed? There are no huge bells and whistles added, but rather subtle changes that we hope make your experience better! Improved design…
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How do I cancel Pipedrive or my Solution Provider
I signed up for Pipedrive years ago after watching some videos by Paul Minor. Apparently following that link years ago is creating support headaches today. I occasionally rely on real-time chat from Pipedrive for system issues or to handle something I can't find in the standard help material. Recently that support has…
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multiple pipelines and input forms
I have at least 4 different types of leads. which I then need to have flow through different stages. I have created the separate pipelines. But now I need to setup my lead input form to gather the specific data particular to that pipeline. How do I create a separate form for each pipeline?
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Automatic Email Reminders
Every sales person loses an incredible amount of time by sending email reminders. It would be great if the system can send an automatic reminder after X days with a standard text at the top. It is actually a kind of workflow. If the person emailed has not replied after X days, send email template 1 with the original email…
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Function to notify when a person hasn't replied to my email within X-amount of days?
Please create a function to notify me if a person hasn't replied to my email within X-amount of days. When replying to an e-mail and not creating a new activity, one risks the chance of not finding the lead again. This is how this function on Close.com functions/looks like:
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Google Data Studio
Hello Pipedrive Community! I am Menna from the Pipedrive team and trying to understand some of the main struggles you have when building reports using: * Deal and contact data * Product Data * Filter by custom fields (Contacts. products. ..etc) We are considering building a connector with Google Data Studio to satisfy some…
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How to connect one mail address with different contacts?
Hey there, I was already in contact with customer support, maybe one of you has a workaround for this issue (if this is not the right category, I'm sorry): I am currently in contact with a management regarding different Podcasts. I created a new contact in Pipedrive for each Podcast. However, I only have one email address…
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Pipedrive calculating total value, total cost, neat margin of a deal in the "add product" input wind
Whenever we win a deal we are interested in the total value of it and we do this by adding the products to the deal. At the same time we need to keep track of the cost of those products for us, so we can calculate our neat margin on the deal. We'd love to be able to not only add the "cost" field to products, which of…
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Merged: Bi directional email archive sync
This discussion has been merged.
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Would love to see who has or who has not e-signed yet in a list somewhere
This is what DocuSign and all the other e-signings offerings do. List for you so that you can follow up. Hiding it away inside of a deal's details add no value, and isn't in the spirit of doing e-signing as a workflow optimisation.
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Box.com Support
Do you have any plans to integrate Box.com cloud storage as an option alongside Google Drive and Microsoft OneDrive? We use Box for all our company files.
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How can I send a internal email to my collegua with deal details?
Hi there, I have made an automation to basicly send my colleguan an email with deal details, when we win a deal... The issue is, I dont know how to add both a link to the deal, and the deal products/items in the email ... How can I do this?
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Projects > Multiple participants
Project management is just as much a team sport as sales - especially in the B2B sector. It would be more than pleasing (and perhaps necessary) to have several participants in a project on both the client and the team side. The goal is to have a complete documentation of emails and activities to keep everyone in the team…
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Multiple Contacts in Deals and Projects
For all the more complex sales situations and projects you are going to have multiple contacts. You are going to want to communicate with these differently and are going to want to do these using automations. For example on an Onboarding Project you may send a welcome email to the person who bought your product, a…
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Any plans on HIPAA Compliance soon? Losing tons of opportunities :(
Any plans on HIPAA Compliance soon? Losing tons of opportunities :(
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Leads - How to add to existing contacts?
Hi, I would like to use the Leads functionality to record potential leads with customers. Early conversation prior to something being a deal. When I create a deal, there doesn't seem to be a connection to any of the contacts or organizations in Pipedrive already. Any way around that?
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OneClick for Pipedrive (beta)
Hello hello, Please join our beta and try out the wonderful OneClick addon! Just install it and extend your Pipedrive to a completely new level: With OneClick you can create buttons and connect them to your Zapier or some other integration platform that supports webhooks. Also, we would appreciate any input from you here:…
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Pages not displaying
My pipelines are displaying, but when I click on any deals I just keep getting the 'page loading' clock. Pipedrive has been fairly bullet proof for me for a couple of years, but it seems to be struggling and the Help function is not giving me a useful response. The issue started last week, and I have not managed to get…
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Filter conditions "contains" "starts with" "does not start with" "does not contain" for field type "
Hi, Please add filter condition "contains" "starts with" "does not start with" "does not contain" for field type "Single option" I have a large number of textual options in such a single option field, to control data quality. And want to filter based on it for setting up an automation rule. Unable to do so as these options…
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Linking products to organizations
Hi there, Firstly let me saying having played around with Dynamics365. Salesforce, and Hubspot, Pipedrive is **chef's kiss**. So kudos on making a fantastic product that gets to the point without all of the learning debt, while still keeping it incredibly feature-rich. My question is, is anyone using Pipedrive to drive any…
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Help needed :) Pipedrive to Pipedrive Import
Hello! We are trying to do a Pipedrive to Pipedrive Import using "export" and "import" with .csv. files. The thing is, there is activities inside the deal of the old Pipedrive. We want those activities to be linked to the same deals in the new Pipedrive account. Can anyone help? Thanks!
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Web form // download resource from web sites
I would like to create a web form. Customers/Prospects will fill the form, and I'm going to send him an attachment (or redirect to a download page) and insert an activities in to pipe drive (recall the prospect). Suggestion? (or 3rd party plug in)
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Custom fields - Monetary / Multicurrency
Hi The Custom fields enhancement is something I've been waiting for, great Job Pipedrive team, however the monetary field for organizations working on multiple currencies should be improved. Right now, only the base currency appears, even when the deal is in a different currency. Definitely, this would have to be improved.
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[Closed] Join our research: test our Recurring Activities design prototype [deadline: Jan 31, 2022]
(Note: Screenshot from the design prototype. Not the final design) EDIT: Thank you all for the overwhelming response. We do not have any more available meeting slots. Rest assured, you will hear from us in the coming months when we're closer to rolling this out to customers. Dear Pipedrive community members, @Lena…
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Team Planning for the meeting planner
I would love to be able to use the meeting planner for teams too. Calendly has the missing functions. 2 perspectives: 1) send a link which offers a slot as soon as ONE sales rep is available. 2) send a link which offers a slot when ALL defined colleages are available. Besides that from customer perspective: Beeing able to…
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change standard lettertyp in emails
possibility to set another lettertype standard in my emails. Now is always gets back to Arial and I want to use Georgia as a standard.
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Snippets + Fields
I saw this posted as a question a month or so ago. I used to be a HubSpot user. One of the features that I really liked was Snippets. Snippets function exactly like Templates except for a couple of differences: * Though not necessary, you can associate shortcodes with Snippets. So, if I have a blurb that I include in some…
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Team Email Distribution
Hi, We need an email disctribution option for automations to be able to select a team as a group and those members receive the communication. Currently not an option. Dax
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How to view emails not linked to contacts
Hello everybody. I am brand new to Pipedrive and actually to CRMs in general. I have just synced 6 months worth of emails into my account and ended up with 4,000 emails. I have the majority of my clients added as contacts, so a lot of the emails have successfully been added to these contacts. I however, have a lot of…
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BOUCLER LES AUTOMATISATIONS
ca serait sympa de pouvoir boucler les automatisations si la condition n'est pas celle attendue. Pas exemple : 1/ envoie d'un mail 2/ délai 3/1 mail 1 à reçu un retour : Faux alors retour à 2/ délai 3/2 mail 1 à reçu un retour : Vrai alors 4/ mise à jour de l'affaire changement d'étape