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Removing sales rep from "[x] PEOPLE IN THIS CONVERSATION" frame?
Is there a way to remove the sales rep from my organization from showing up in the "[x] PEOPLE IN THIS CONVERSATION" frame? Or at least not make them the default displayed person? I feel like Pipedrive didn't use to do this and now it's adding extra time and clicks to organize my communications. For illustration, the…
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Insights generating unprofessional looking Excel Reports
When I export a Deal Report into Excel I really don't need the word 'Deal' in the Heading for each Column when the whole report is a 'Deal Report'. It's not formatted that way within the App and just looks stupid in a Spreadsheet and need manually editing each time the report in run. I do not need to know where the column…
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Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
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Reminders when a project is about the start
Hello, We would like to set up mails notifications to owners as reminders when a project is about to start (start date) but as I went through that issue, it seems that this feature is not implemented, which is kind of strange for a project/delivery product. Does someone would have a backdoor approach ? Thanks !
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Required Fields on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
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Hi, I am having problem to login to my account. or is there any way I can change my password so that
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Dependent tasks in Project Module
Dependent tasks in Project Module is very essential feature. Imagine we have to paint the wall, however prior to that we need to make sure the 'right' paint has been chosen by the customer. Basically we need 'pre-requisites' in place.
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Allow for a pre-set language option in the scheduler
Hi! Currently, the scheduler automatically adopts the language of use in the region that corresponds to the IP-address that uses the scheduler. However, this excludes a substantial use case in which the local language is not the preferred language. In our company's case, we are based in the Netherlands but 95% of our…
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Specific fields require updating when moving to specific stage?
Hi All, I know hubspot can do this, not sure if there is a work-around on pipdrive? Can you make a field need updating or a pop-up notifying you to update when you move deal to a specific stage? For example moving from 'Quoting' stage to 'Quote Sent' stage, can you make it a requirement to update the deal value or a…
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Do You need a customizable Day for Start of the Week?
Do You need a customizable Day for Start of the Week?
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Why am I not able to chat with Pipedrive as I've done numerous times before?
For some reason(s) I'm suddenly unable to chat with Pipedrive and am being referred to a "Solution Provider." The referral is to the same individual that installed Pipedrive and some other software for us a few years ago. However, we did not renew our contract with him. Has this occurred to anyone else? If so, what have…
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Completed Activity filtering on Deals
Having a filter on each deal to filter completed activities by type for that specific deal. This would help to further streamline account review / lookup time. I.e. reviewing particular milestone activities on account vs. scrolling through 3+ months of activities on the account
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Anyone else having trouble with Automations based on Deal Lost Reasons?
I would like to be able to trigger actions based on what Lost/Closed reason I select when marking a deal Lost. It seems the "Lost reasons" are disconnected with the rest of the Data Fields and not available in the same manner, as in you cannot select this field for use and then be displayed a dropdown list like other multi…
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Is there anybody from Lithuania who is providing CRM integration services ?
Hi! I'm seeking someone to help our clients with Pipedrive integration, support, and education. We can provide new potential clients.
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Organization Visibility - be able to see but not edit
I need to set-up visibility for my team members so that they can look-up and see that an organization exists and is assigned to somebody else in Pipedrive but not be able to edit the organization or move the organization from that other person to themselves. I'm told this can't be done in Pipedrive. Is anyone aware of a…
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Moved: Do you also have the problem that private calendar entries in Outlook are synchronized with …
This discussion has been moved.
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Pipedrive Email Campaigns
Hi, I have started to use Pipedrive Email Campaigns and liked how intuitive it was to use. The only issue I have is trying to design emails to fit with my business's branding. I need a way to upload the same fonts I use on my website so the emails look professional. Is there any advice on this?
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Google Tag Manager and Pipedrive forms. Still no? Or any worarrounds?
Hey community, I tried to track pipedrive form submission with GTM but seems like I got stuck. * No way to trigger event with visible element when 'thank you' message occurs. GTM hear zero events in pipedrive iframe. I tried to get a class #app > div > div > div > div > div * No way to trigger with GTM;s auto listener * No…
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Hello Pipe Drive, can you help us to track the Web Forms with Google Tag Manage? It is very necessar
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Optional data fields for different Pipelines
Hi, I have two different pipelines and made a lot of custom fields for my deals. For the deals in pipeline A, I need the custom fields 1 to 5 For my deals in pipeline B, I need the custom fields 6 to 10 Well when I create a new deal in pipeline A, pipedrive shows me all the custom fields 1 to 10 even though I only need 1…
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Need a Lead Routing Feature
No matter how much we use Pipedrive, the one feature that our team can't seem to solve is Contact based lead routing. For our workflow, each new "lead" that comes in is a Contact. If we gain traction with the contact, we create a deal later. We don't use "Leads" feature yet, but even if we did, it would not change our…
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Recruitment Users
Hi, looking at using Pipedrive for our business which is a recruitment company. Is anyone out there a recruiter using this and how do you use it please?
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Assistance for account locked up with failed log in attempts
Good morning .. how do I get assistance account is locked up with failed log in attempts
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(CLOSED) Help us build an Automatic Assignment (Round Robin) feature in Pipedrive!
UPDATE: This research has been completed, thank you to all for your interest. Hi all! I'm Natasha from Pipedrive's product team. We're building an automatic assignment feature which will help you route opportunities (think leads or deals) to the right people on your team based on rule criteria you specify. If you're in…
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Adding personalized 'time templates' into email scheduling option
When scheduling emails with PD, I program a lot to send out between 16:00-18:00 CET so they are arriving in the morning for US-based recipients. Each time I do this, I have to manually edit the date and time via 'Custom date and time'. But most of the time, I just want to send an email 'tomorrow between 16:00-18:00'. It…
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Move deal automatically to another stage when activity is overdue
Hi guys We would like to know if any of you have any experince setting up an automation as this: "Move deal automatically to another stage when activity is overdue" This is our current setup in a pipeline: Stage: write proposal --> proposal sent --> follow up on proposal Activity: send proposal --> follow up on proposal…
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How can I add linkedin profile link/url in the existing contact list?
I want to add profile urls for all the contacts I am adding whether be it linkedIN profile url or behance. Is it possible to add new empty field just for that kind of urls? similarly like it ask for phone numbers and emails.
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Want to get property values by sending a list of organizations ids.
Hi there, Is there any possibility to get the values of requested properties by sending a list of organization ids? I can get all organization details by calling https://api.pipedrive.com/v1/organizations But I want to send a list of organization ids ( organization_id_list = [1,2,8,56] ) and get the json response of that…
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Sending follow-up email templates / CAMPAIGNS using workflows?
Is it possible to perform all these 4 situations as follow-up activities using email templates / CAMPAIGNS using workflows?: Send 1 follow-up email from the owner of the deal after the deal reaches a certain stage Start a cadence of emails based on templates from the owner of the deal after the deal reaches a certain stage…
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Automations Webinar outstanding answers - 29th of March 2023
Thank you so much again for attending the webinar last week! Your feedback is crucial so that we improve and offer the best product for all of you. As promised during the webinar, posting the answers to questions that we did not have time to take in live. Can I set up an automation to delete activities that are incomplete,…