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Bulk Conversions
hey guys, thought i would reach out to the PD community to see if you could assist me with a scenario i need some assistance with. I have a bulk list of contacts and would like to bulk move them to leads. At this stage it looks like i can only do this individually, is there a bulk ability to do this quickly?
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Fix Fields
Hide Fields or Delete fields that are required by Pipedrive. We only want to see the fields we need to see. This saves would save us a LOT of time. We only need to see what we need to see. There is no reason to clutter the screen with those Pipedrive required fields.
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Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…
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Report business and products.
I need a report where the business comes out and the products related to that business. In the company in which I work we have different commission percentage per product and to calculate the commission I need to report all the businesses and the products of each business. Today it only has the business and the total of…
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Average revenue from deals
I was speaking with the support team about insights and how to build reports. I informed that I am wanting to build a report to show average deal revenue, per month, but was told that Pipedrive does not have this functionality and that it has been a regular request. Is this something that the DEV team will build? Kind…
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Person/lead option in Insights
The insights option is very powerful and useful. It offers 3 entities for reporting and gaining insights. However, there are two entities that is missing in our opinion. It would be very useful to have Persons and Leads added to the list of options to generate a report on. This could provide companies with so much more…
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Google Ads tracking for Pipedrive forms
Hello. We manage Google Ad campaigns for a client and they want to embed Pipedrive forms into their website. This will replace their existing Wordpress gravity forms. We currently have Google Ads and Google Analytics tracking codes on the success/thank-you page that loads after a form is submitted. This allows us to track…
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Facebook&Instagram comments
Hello everyone Can I upload Instagram and facebook comments to my pipedrive system as a lead? Or wouldn't it be nice if there was such an option. Best Regards
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Projects : Find/Create/Update integration through Zapier
Hi @Mike van der Valk , tagging you as you appear to be Projects PM, Do you have intention and timeline as to when we could find/create/update projects through Zapier? Thanks, Luke
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Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
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Automations and Docuements
Hello everyone, I want to add documents using automation, and this is currently impossible on pipedrive. I'm sure there will be an application that will be useful for many companies like me. Good Works, Best Regards.
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Text Formula Fields
It s great that we now have formulas for numeric and monetary fields. I would like to be able to use formulas for text fields, to concatenate strings and build URLs. My motivation for this request is the following: Let's say, I want to see if company x has linkedIn ads. And I have stored their linkedIn Url in Pipedrive. I…
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Incoming Email as Trigger to automation
I would like incoming email as trigger to an automation. I.e. if it has been assigned to a deal, share it within the organization or create an activity.
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How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
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Propose Time link added to a shared e-mail template
How do you use Propose Time in a shared e-mail template. Right now when my partner uses the template in question, the Propose Time function will check my calendar and add a meeting in my calendar, not the sender of the e-mail. That is problematic and a consequence is that we would have to change our shared templates from…
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Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
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Workflow is not creating the activity in the lead
I have created a workflow which should when a lead is created add a new activity to it. Although i checked everything, it still does not create the activity. Why?
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Ongoing unresolved issue
I have had this ongoing problem with records being shown as Hidden in the merge duplicates section. The case has been closed out by customer support at least twice and it is currently back open for the 3rd, possibly 4th time. It seems to get closed out by customer support randomly. This is not usual for pipedrive support.…
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Tracking smaller Statements of work against a larger win.
Has anyone figured out or have ideas on how to track in the CRM tool a deal like below? We get a multi year multi million dollar deal and within that deal will be smaller deals that draw down on that money. Without going back to the original deal each time and reducing the value is there a better way?
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New: Transfer automations from one user to another!
Hey, Pipedrive Community! 👋 We know that it can be a tedious task recreating automations in another person's account when someone decides to leave the team. Now we've made it easier by allowing you to transfer an automation to any global admin in your company quickly! We're currently rolling out this functionality - and…
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Copy documents
Is there any way to copy the contents of a document and say create a fresh letter or quotation with a new date and reference number
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Can the deals presented in the pipeline be edited so the company is at the top?
So the order of this deal would be "Pizza Hut" then "Pizza Hut deal /ref" and then "Craig David". Is there a way to be able to reorganise these little rectangles? Thanks, Brish🤗
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Emails from Pipedrive don't match font/designs from identical emails in Gmail
Hi ya'll, Curious if anyone has experienced this or had this issue. When we write emails from Pipedrive, we can't get them to perfectly match the font/sizing of identical emails sent from Gmail, especially when looking at emails on mobile. For example. We'll write an email in Pipedrive, and choose font "Sans serif" and…
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Why is the revenue/subscription section so broken...
Pipedrive is a subscription business...yet this section doesnt adhere to GAAP Rev Rec rules at all. Yeah, I know its not an accounting system. But it sure would be nice to be able to spot check compared to our MRR. As it stands this "feature" has been completely broken since its beginning.
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how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
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💰The state of sales and marketing: The economy review 2022/23
Discover how successful sales and marketing pros overcame last year’s economic challenges. In this report, we reveal what steps businesses took to succeed, how that affected employees and factors that contribute to growth. Download the free report now in your preferred language! 🇬🇧 In English 🇵🇹 Em Português 🇩🇪 Auf Deutsch…
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TIMELINES.AI AND OTHER INTEGRATION
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in the agreement. You can send automatic whatsapp messages to customers who apply to you and increase your sales. My company, which made 70 won…
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Caller feature to be disabled in September.
I have heard that Pipedrive is going to disable the Caller feature which we have not long discovered and it is really good. Pipedrive please keep it. :-) @Marvel Piik @Evelin Kaarma @Iiris Issak @Mike van der Valk @Jana Waldschmidt_66
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Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
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Organisation-Specific Smart Bcc
We currently have 'universal' and 'deal specific' smart bcc address options. Is there a reason organisation specific smart bcc addresses don't exist? When using Pipedrive as more of a conventional CRM system, it's sometimes prudent to attach emails which do not relate directly to a deal. Using the universal bcc address is…