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Reporting on Deal Activities
Hi all, First time poster !! I'm hoping to find a way to use the Insights reports to identify users of our PD that are NOT keeping their activities and next steps up to date for deals in later stages of our pipeline. I've managed to create a filter that identifies these deals (Either no next activity, or Date of activity <…
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How do I recover deleted activities?
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
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Have organisation as an option in the Campaign reporting/Insights
There is no option to select organization in the Campaign reporting/Insights which seems strange as there are so many other random choices you can get results for eg Click country, Sender domain name etc. Surely it should be an option to have the recipients Organization as an option to be included?
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New: Formula custom fields (Calculation) 🧮
We are happy to announce that this often-requested feature is being released! Find out all about it here 🚀 What: You can make a numerical or monetary deal custom field calculate a value based on values from other deal fields. For whom: Pro and Enterprise users When: Gradual release starting February 2023
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Billing Issues
I have 2 days left on my free trial of the Essentials Plan. When I went to subscribe it tried to charge me $133.90 and said this was a reoccurring monthly charge? The monthly plan for Essentials shows up as $21.90/month. The annual plan shows up as 14.90/month. If I select the annual plan, it wants me to pay $1300.80? Can…
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Deal Card View is now Fullscreen?
Hi, I have just noticed the deal view is full screen and very unsatisfying to view. Is this new and is it possible to change back? Thank you Adam
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URGENT Why does Automatic Assignment not recognise my custom field?
I'm trying to setup a Lead Auto Assignment, however when I test it with only my customer field (single choice), it will fail (show not assigned in the history tab). When I try it with a 'default' option, like Lead Source = Web Form, then it works instantly. I've tried changing the name of the field, encase it clashed, I've…
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Purchasing the essential package
Hello, I have been trialing the professional package but too large for our company and want to sign up on the essential package but can't see how and need some advice please.
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Improvements to the Maps feature!
We are loving the Maps feature within Pipedrive! It allows us to easily create visuals around the locations of our customers and makes us look good to our external stakeholders. We have a couple items of feedback: * The Maps functionality needs its own home page! Much like the other useful parts of Pipedrive that have…
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"Oops. Something went wrong"- How to reach out to support?
I started using the trial version but I'm unable to do anything. Nothing works. I contacted support via chatbot, which keeps on a loop asking the same questions. I also tried to reach out to support via email, but I got an automatic message telling me to look for "Something is not loading/Page/tool is not loading." on the…
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Email Sharing One Way for Admins
Hi, I am an admin and want to integrate more users to pipedrive. I want to be able to have my employees emails set to sharing but I do not want them to have access to my emails. I would like to only share my emails with fellow admins.
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API: how to retrieve lead information when lead is converted to deal
I am using Pipedrive's NodeJS SDK to retrieve deals. It works fine. I see that a deal can be created by converting a lead into a deal. However, the lead details or lead identifier are not included in the deal after that conversion. How shall I gather those lead details using the SDK? Thanks in advance. Regards.
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Signature for each synchronized email
Each synchronized email needs a different signature. What's the point of paying to have several emails and not having a signature for each of them?
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Update Activity Status
I have a automation workflow that's not working and wondering what I have set up incorrectly. 🤔 This is the part that's not working - the activity isn't being marked as done. Would appreciate any help! I've only tested this once so if there's nothing wrong with my workflow, I can re-test it. I need to replicate this…
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Show all deals that I follow
Hello, I'm frustrated that I can't simply create a Deal filter for all deals for which I've clicked the Follow button. I just had this confirmed by Support that you do not offer this currently
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Elementor integration
Hi, I would like to push my leads coming from WordPress - Elementor to the Leads section in my Pipedrive. What's the best option to do it?
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Attaching files to tasks
Would it be possible to implement a function for attaching files to tasks in the Project Module? Tasks can be very important and often related to finish documents, send documents, change design files etc. It would be nice to be able to attach files to tasks.
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Data center for Swiss customers
Hi all I am trying to find out where data of Pipedrive's Swiss customers is stored. Is it the UK? And where is the DC located for a possible DR? Thanks in advance for a reply. Regards, Frank
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Leads import no longer working
It says the following when clicking on import leads: Not found The page you are trying to access doesn't exist Anyone else facing the same issue?
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Pipedrive CRM for an Ecommerce website ?
Hi I have read Pipedrive mainly targets agencies, B2B services companies, with high ticket services but what about B2C ecommerce websites ? running on shopify, prestashop, woocommerce, magento... Would Pipedrive be a good choice for those sites, or would another CRM be a better pick ? Thanks
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Email tracking from iOS app
There's currently no way to enable email tracking using the mobile app (only tested on iOS). Tracking opens and clicks is really important to us. Even if there is no option to turn it on/off from within the mobile app, it would be really useful if there was a global setting to mimick the option you selected last sent an…
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Are fixed-value discounts ACTUALLY this difficult?
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
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Request for Proposal
Hi All - Just wondering whether anyone has had any workflows / integrations with Pipedrive for a Request for Proposal system? We ask a number of suppliers for quotes and then compare them before selecting the best one for the client. Ideally we would like an automated system that incorporates with Pipedrive. Any help very…
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PDFs, Google Sheets, & Google Slides in Smart Docs - Looking for BETA testers! CLOSED
BETA TESTING CLOSED - full release to Professional & Enterprise plans expected by end of September Hey everyone! We've been making some big improvements in the Smart Docs feature, making it easier to share your ideal documents. So, what’s new? * You no longer need a Google Drive or Microsoft OneDrive/SharePoint connection…
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How do I make sure a staff person has responded to all emails?
I have a new sales person who has missed a few important emails and simply did not respond...then it got bumped down his inbox and he was completely unaware. In Outlook, I have seen a feature when emails that dont get responded to get bumped to the top of the inbox with a reminder that you havent responded. Is there…
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Better Timezone management
I am trying out Pipedrive but the timezone features are really lacking as I am living in Vietnam but work mostly for European clients... And I have also US contact from time to time. Here some improvements : First it will be good to be able to change the "detected" timezone by the one we want, manually. A second easy…
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Organizations Current Time based on Timezone to Show in Deal Header
I wish that you could set the time zone of the organization or deal and it would show that deal's current time in the header when you opened that deal. That would save me so much time and brain power.
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Click-Through Rate : What is CTR?
Click-Through Rate, often abbreviated as CTR, specifically refers to the ratio of clicks to impressions in online advertising. It measures the effectiveness of an online advertising campaign for a particular website and is commonly used in contexts like pay-per-click (PPC) advertising. For instance, if your ad is displayed…
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[CLOSED] Looking for Beta testers for our new Recurring Activities feature
Hello everyone! We have started to gradually release the new Recurring Activities feature for our customers that are using Google Calendar sync. If you’d like to get this feature turned on already and be one of our early adopters please let us know. What are Recurring Activities? Recurring activities are activities that…
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Limited # of Fields available in Automations?
Hi, I am trying to create a workflow automation that produces an email to notify our administrative team to enter the lead's primary information, contact information and organizational information into our primary business management system when the deal passes a certain stage in our pipeline. This can't be accomplished…