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Label Field in Email template
Is it not possible to use the Label fields in email templates or am I missing something? If thats the case are there plans in the future to allow the use of Label values in email templates?
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Side menu view
One of our team has logged in but the side menu he can see are different to the rest of the team. He does not have options to see Activities Email Projects Has anyone else experienced this and how can he resolve? He has already logged out and logged back in but no change. No other settings have changed and he has not…
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Configurable Deal Cards??
On the deal cards in pipeline view, you can see the title, value, owner, organization in the little card. It would be great to be able to configure this view to add a due date or next activity date etc. to this view so I can see critical info at a glance.
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Is it possible to append Deal records in bulk using CSV?
I want to append a large bulk of Deal records using a CSV file, but when I upload the file, it tries to add the appended records as new deals instead of updating the existing records. Background: We are appending a large group of records with a "0" in a custom field for a tracking project. Because we are doing a large…
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3CX Integration
Hi, Can the 3CX system be integrated with Pipedrive.
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3CX telephone integration.,.anyone?
Help needed since there is no integration from PD to 3CX yet I wonder if anyone here has managed to do that manually? If so, please share how to set it up with PD. #integrations #3CX #telco #Asking for advice
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Merged: Birthday Field
This discussion has been merged.
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How to get my chat 'live' ??
so I've successfully integrated the pipedrive chat into my website, however I want it to have 'live chat' enabled, but this seems to not be working? can anyone help? can't seem to get the chat box to edit in a way to set to 'live' I'd also like it to link to scheduling a video chat... is any of this possible, it turns out…
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Sales Velocity Calculator app is now available for BETA testing! Update: Beta closed
UPDATE: This Beta test is now closed. Sales velocity shows the effectiveness of a sales team - how fast you’re making money and where an increase in productivity is needed to positively impact revenue goals. In this app, you can make changes into your current state to see how each metric can affect your velocity. Sales…
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Necesito instalar el twillio en Pipedrive
Me gustaria saber quien me puede ayudar o tiene una guia para la instalacion del twillio en pipedrive. Adicionalmente necesito solicitar el whatsapp bussines a Meta, y luego hacer la configuracion en Twillio y luego hacer la conexion de ambas aplicaciones
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Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…
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Subject Filter on Activity Insights
Hi, Just explored the activity insights and found that I couldn't find the "subject" filter. Would it be possible to add this filter to it? Thanks in advance Best regards Rizky
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Merged: ✅ Email Domain Authentication
This discussion has been merged.
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SMS ENTEGRATION
We are the largest health tourism company in Turkey. We are planning to send promotional campaign sms abroad. Is there an sms application available that you can recommend? Thank you in advance
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Marking activities as "done" in G-Cal
I am able to edit activities in G-Cal that were created in PD. However, one thing I am unable to do in G-Cal is mark the activity as "done". Is it possible to mark a PD activity as done from inside G-Cal?
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Person custom fields only visible on specific pipelines/stages
Hi I'd like the ability to hide/show Person custom fields on a per Pipeline basis case please. An example use case is as a mortgage broker, I have seseparateipelines for mortgages and insurance. So I have a bunch of insurance-specific Person custom fields which currently also are visible in the Mortgage pipeline,…
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Connecter Pennylane et Pipedrive
Nous avons développé un connecteur entre Pennylane et Pipedrive et cherchons des bêta testeurs, des intéressés? https://www.buildnoa.com/noa-contact cc @Mathieu Thiebault @Eva J @FX_25892
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[Closed] Activities research on customization & prioritization: Looking to speak with customers
EDIT: Thank you for a great response in such a short period of time. We will close the research for now as we've gotten a good number of research interviews booked, but feel free to leave a comment on this post if these two topics resonate with you. Hello Pipedrive community members! 👋 We have an exciting opportunity for…
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Possible small bug
I uploaded a pdf to a deal record and the number that usually tracks the number of files associated with that record did not update. The contact and company record did update showing that 1 file was associated with the records. At the time I uploaded the file to the deal the deal was set as lost. I did try reopening the…
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📺 Webinar Replay! - Pipedrive Product Talk vol. 2: Latest innovations at Pipedrive
Hey, everyone! It was great to see so many of you join our Product Talk vol. 2 yesterday, in which Shaun presented Pipedrive’s latest innovations and our H2 roadmap! If you haven’t yet registered your interest in getting early access to our upcoming AI-powered features, you can do so via this form. Missed the webinar? No…
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New Email Inbox - adjust column widths
In the redesigned Email Inbox, the column for the email subject is very wide, but the column for the associated Deal record is very narrow. Many of our Deal names begin with 'University of...' so it is now impossible to tell which Deal an email thread belongs to at a glance. Please give us a way to display more of the Deal…
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Storage on Pipedrive
I went to import a zoom meeting into Pipedrive and it states that anything over 50 MB is too large. I believe I may have set up the Google Drive Cloud set up but am unclear how to implement it. Any step by step on importing this and linking it to a deal would be helpful. Regards, Ron
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Tracking consultant placements
Hi, I'm at a design agency that both do bigger projects but also rent out individual consultants. I'd like to track the consultants and know when their placement ends. Ideally when we receive a request for a consultant we'd have them all in pipedrive (sort of like products) and then you can add a consultant to a potential…
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Automatically send out dashboard/reports on a scheduled basis
Hi, I've produced several dashboards and reports that I need to send around the business on a semi-regular basis, or to external stakeholders. I'd like to have Pipedrive do that for me, for example, sharing our 'Key Metrics' dashboard as a pdf every Friday morning at 9am. A simple email subscription would probably be fine…
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Is it possible to add data to the Details fields in a Deal using the API?
If yes, could you share the endpoint to it?
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How to find the deal automatically on the computer screen, when there is a inbound call to my phone.
We integreted to outbound call to pipedrive from our crm system. When we click the call button on the deal cart, it send to call to our own crm system and start the call. My questions is, let say we called someone and the person did not answer the phone. 10 minutes later the person called back. When the call comes, I want…
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Whatsapp Business integration
Hi dev team, Please can you look proactively sending out messages to contacts via Whatsapp Business / Twilio in the Pipedrive platform. I appreciate the responsive capabilities in the lead gen section. We currently use Front and prefer to use Pipedrive for everything. Separately, to respond to Whatsapp Business message in…
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Insight reports tracking Total Gross Revenue (how to do it?)
I understand there are 3 ways to track income. I also understand where the system is pulling the date from. There is the lump sum deal value, the recurring revenue, and the payment schedule. The issue I'm finding is the 1-time deal value can't be reported alongside the other 2 forms of revenue. These are separate reports.…
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Won + open subscription revenue deals feeding into revenue forecasting
Our company has the ambition to build a recurring revenue base. The first subscription-based agreement was signed in August and there is a pipeline of open deals, all with monthly revenue. Deals are typically generated in USD and EUR, whilst our local and reporting currency is NOK. We have therefore looked into the…
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Merge Database
Hello! How are they? I ask you a question: I have a database of about 150,000 people, which contains at least their first name, their last name, their address and their national identification number. In addition, in some cases, you have other information such as your neighborhood, your email, your phone, etc. My question…