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Revenue forecast default currency
Hi guys! I have entered in Chinese Yen as my currency in each deal however, on the pipeline summary it shows USD. Is there a way to make the default currency for the entire Pipedrive application Chinese Yen? Thanks :)
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Apple Carplay/car friendly Pipedrive
I am curious if there is any option to link pipedrive to apple carplay ? I need to make many calls during the day and want to make use of the time in te car to be more efficient. Is there a plan to make something that can show your activities/calls to be made on a list that you could bang out a number of calls, check them…
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Syncbot and Mailchimp Tags
I have been experimenting with the new Syncbot that allows better Pipedrive / Mailchimp integration, and while I love that I don't need to export contacts from pipedrive and into mailchimp, a downside of syncbot is that it doesn't allow for further tagging within mailchimp. You can filter who you want to send to Mailchimp,…
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Campaigns - is there a way to add a sign up form to website
Hey there, We're about to upgrade our subscription to include Campaigns, helping us keep everything under one roof. Just wondering, is there a way to add a sign up form to our website (ie. for a newsletter?). We're currently growing a newsletter on LinkedIn but it'd be great to be able to gather email addresses and…
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Need to identify document attached to deal
I need to identify certain documents inside a deal. Like: Drivers License, Signed Contract, Insurance certificate, etc. Pipedrive by default allows me to upload files but beyond the description I cannot select what type of document it belongs to. I need to have this identified to later send through an integration to the…
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Can I create a filter for my recipients in a campaign?
Can I create a filter for my recipients in a campaign to include only the people who did not open the original campaign. So, I have tried to filter it as several different ways that include "Total Open Campaigns," "Campaign Opens," "Is less than," 0. Each time it is still including the people who already opened the…
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Marketing Status automation
Hey There, Hope the community is well. I have a very specific problem and am wondering what others are doing about it. -We run ad campaigns in all channels Fb/Insta/Google/LNKD/Pinterest and have a high traffic site. -People usually fill out the lead form including their consent to marketing from any of these platforms.…
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Allow viewing automations owned by all users and/or a team
Currently, I have to toggle between (at least) those automations owned by me and those owned by all others. It would be nice if I could see them ALL, or perhaps those owned by a team. I recently had an issue where another user had created an automation that was built in such a way that it created a "loop" between it and…
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why was the field clearing feature removed?
until last friday, it was possible to clear a deal field completely in automations. the workflow builder even showed a confirmation: "if you leave this field empty in this action, the field will be cleared, are you sure you want to continue?", and if that was not the intended result, you could simply go back one step and…
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How to connect LinkedIn to Pipedrive and streamline your sales process
Yesterday, I felt inspired to write this article about LinkedIn + Pipedrive automations. https://www.bardeen.ai/posts/linkedin-pipedrive I've highlighted the common workflows and apps that help you sync contacts and companies directly LinkedIn. Hope this is helpful! If you have a cool use case or app that I didn't cover,…
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Color Blind friendly Colors PLEASE!!!!
I would like you to consider making the text colors for WON or LOST deals color blind friendly, or at least offer that option. There is a high percentage of the population that cannot distinguish red and green easily. We all struggle daily with this issue in more aspects of our lives than you would care to image. How about…
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Sales inbox is here 📥
22/01/2019 Pipedrive’s Sales Inbox includes cutting-edge features designed to save you time when doing your daily tasks. You’ll be able to track emails, use customizable templates, and fully sync your inbox to any major email provider. You will also be able to send emails to your contacts directly from Pipedrive, which…
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Include email signature of a user to the Automation emails
Hi, I have an automation that when a deal has been moved to a different stage, it will send an email. However, when it sends a message, it would only send the body of the email template and it does not include the user/sender's signature. Is there a way to include the user/sender's email signature on this automation? Thank…
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Api for requesting person's permissions for subscription
Hello. I need to automatically ask a person to agree or not agree for marketing status as SUBSCRIBED. I know that it's impossible to set this status through API without sending email to a User. So, I need to call some Pipedrive Api endpoint to force the Pipedrive to send email to an User. And if an User will agree,…
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Create new lead when clicking link in campaign
Hello Pipedrive members, I am testing with campaigns at the moment, so it could be that this question is already asked in the past but i can't find a solution. I was wondering if it is possible to make an automation for creating a lead in the lead inbox when a subscribed contact clicks on one of ours links in the…
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sync org and contacts owner upon changes
When I assign a new owner to an organization, is there a way to change to the new owner also for all the contacts under that organization? Automation doesn't support that AFAIK thanks
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Product Questions - Import and Pricing Variations
Good afternoon, We are attempting to start loading in products to our new pipedrive instance. I have 2 questions about products and how to set them up. Pricing Setup We are in the insurance industry and have products that have multiple "levels" (called benefit levels). When setting up a product, It appears I only have the…
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Changing dates manually
Would anyone know if there is away to manually change dates on pipeline data entries? Reason being is, we have deals and proposals that we got before we started with Pipedrive and I want the reports to be accurate.
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How to retain contacts history when they move to another organisation
We had a problem when a contact shifted from one organisation to another whom we also deal with, and we needed to retain the email history and notes associated with that person. If you delete the contact person when the leave you lose the history and if you change their email (if they shift to another organisation) you…
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Quick Links between Contacts/Deals and Automations
I would like to make a request to add some sort of linking between contacts/deals and any automations associated with those contacts/deals. Currently the only way I see how is to look at the date/time the automation was created and then sort and filter my contacts/deals to find it. I had an issue with an automation (my own…
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automation: cc participants when new deal stage
Hi, I would like to know how to automate an emailing to the participants of a deal when this deal's stage is edited? If not possible, do you know any other way to achieve this using a connector service for exemple, like zapier or make? Thanks for your help.
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integration with kajabi
Hi pipedrivers! I've integrated my pipedrive to my kajabi account but it doesn't work, some one have experienced the same or can give me some help with this? All the best
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Is it possible to rename a smart doc template?
What I am finding is if I use a merge field such as the company name across multiple smart document templates that I have created then all templates appear to be the same document in the template chooser. This is inconvenient. Anyone else have this issue?
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Automate Marketing Status as subscribed
There should be an ability for webforms to import new contacts and autosubscribe them. Otherwise, campaigns is useless.
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🏅 Moments of success: Karolina Deak at John Charcol, UK 🇬🇧
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Karolina Deak, a sales advisor at mortgage firm John Charcol, moved from Hungary to the UK to explore new challenges. With support from her managers and…
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Contacts timeline
Hi Everybody, would it be possible to have more than 12 months in the "Contacts timeline" ? Kind regards, Maureen
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Automation for Email Activity once email syncs
I would like to have an automation once an email syncs to a contact, lead or organization to automatically create an email activity
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I would like to add a custom field that has a drop down list based on another drop down?
Example: 1st Drop down list is "Manufacturer", 2nd Drop down list is "Model" and model list changes based on which Manufacturer selected. Is this at all possible.
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Authentication for each user
I have created an app for Pipedrive, when Admin Installs the app, all team members can access it. Is it possible to add OAuth 2 Authentication for each team member? They will come to my website and I will provide them access tokens to use my app on the Pipedrive dashboard. (basic oAuth 2 flow, for getting access token)
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Track demo no-show
Hello everyone, I would like to track in my insishts the % of no-show on my appointments. Is it possible to do this? With custom fields?