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Custom fields API regression
Hi, We are having a regression regarding the API to update custom fields. curl --location --request PUT 'https://api.pipedrive.com/v1/dealFields/12485?api_token=APITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKENAPITOKEN' \ --header 'Cookie: __cf_bm=SOMEVALUE=' \ --form…
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Show Leads on Map
Our outside sales process involves personal visits to leads. However, there is no way to use the "nearby" mapping feature for leads. Mobile only has mapping available for Organization, People and Deals to map. This means that we will need to create a full org/person record for the hundreds or thousands of leads in our…
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Schnittstelle zu LinkedIn Sales Navigator / (LinkMatch)
Hallo zusammen, das Tool LinkMatch bietet die Möglichkeit, dass man Kontakte aus LinkedIn nach PD exportieren kann. Leider hat PD immer noch keine Schnittstelle zum direkten Import von LinkedIn Kontakte in das neue Feature LEAD. Gerade wenn man mit LinkedIn Sales Navigator Lead listen arbeitet wäre sehr wünschenswert, hier…
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Ability to style System Generated Campaign emails and page
I can not find a way to style to double opt-in email or the unsubscribe page. Even if it is just to add corporate colours and font style. At the moment neither the page nor the email looks like they belong to the company. Can this be made available or advised how this can be done?
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Set language of meeting planner invitations
Hi, We would like to set the language of the invitation according to the receipient in order to serve the customer more individually. At the moment he has to switch from the the preset language to his own. But I don't think that many customers will find this button.
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Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
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Merge tag problem in the sent email
Hi All, I'm working on my first email campaign. I would personalize it, so in the text I used "merge tag", and it beautifully shows *[FIRST NAME]* in the needed positions. I use myself as a test person, and I uploaded myself as a "person" to Pipedrive, so checked myself in the system, my data are detailed in Pipedrive, I…
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CC on Bulk Email Option
would it be possible to add the feature of cc to bulk emails so that you can CC a coworker if needed on 20 emails being sent out?
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Google Drive (Videos) Link Sync
In Projects, we can add documents from Google Drive but we can't add videos. We want to be able to link videos from Google Drive to our projects for quick reference. Not to upload the video to Pipedrive project, just connect them so they're easy to find in each project. Is this possible?
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Can I change email inbox to unthreaded view from conversation view?
Currently my email shows in a nested, conversational view (like Gmail). Can I change it to an unthreaded view so that each email is separate and distinct?
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How to show multi-day Task activities as overdue only when final day has passed?
Hi there. Activities as you know have a start date/time and a finish date/time. They are not limited to one day - there might be a task that takes multiple days to complete, or it may not be critical that it occurs on a certain date, only within a certain window of time. We measure our teams on Overdue Tasks to ensure that…
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Workflow Ideas: LinkedIn to Pipedrive Leads & Deals
Hello! Our marketing department is interested in tracking the full life cycle of our LinkedIn ad campaigns, from ad to sold service. I am looking to hear from the Community about how you built this utilizing Pipedrive's tools and reporting. Details on what Marketing wants to track and our draft process (which we don't…
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Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
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Use cases for Customer Success?
Hello! We are new to PipeDrive as our CRM and while we are building for our sales efforts, I'd like to optimize for customer success as well. Would love to hear any use cases/ examples of information you are tracking from a CS/renewal/expansion perspective.
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How to I make a field mandatory when an agent selects Archive for a lead?
Hello, Sorry for a newbie question, I'm new to Pipedrive. This is a pretty basic function, but I can't seem to find it in Pipedrive. As question, I need to find a way for a particular (or possibly a few) fields to appear mandatory when someone archives a lead. We need to be able to track data of why the lead is being…
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Activity after email
The option exists to schedule a follow-up activity after a call. It would be nice if there was the ability to schedule a follow-up activity after sending an email .
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Web Form Attachment
Is it possible to add an attachment feature to web forms so that customers can attach a diagram/specs?
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How do you use 'labels' in deals?
I'm thinking on idea of using 'labels; feature for lead scoring purpose. But have no clue why should I use it instead of custom field. Please share your ideas ho you use it.
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New: Setting the shared dashboard refresh rate
Were your customer or team meetings getting disrupted by how often your shared dashboard was refreshing? That is now a thing of the past, because you can now set how often you’d like your dashboard to refresh on the top right of the page, and you will also see when the last refresh happened. This feature is live for all…
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Embedding link and thumbnail (to a video) in email
Hi there - I'm creating a 6 stage automated campaign and am trying to embed a link and thumnail to a short video hosted on Vidyard, i have done this before on other email platforms but this is the first time using Pipedrive Campaigns and the thumbnail does not seem to be appearing. Anyone able to help on this?
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What's the best way to link contacts and organizations in a mass import?
Importing about 3000 people using an excel sheet. At the moment it's looking like I'm going to have to import organizations and contacts separately and then link them manually one-by-one. Any ideas on what could make this easier?
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Add a weekend filter to insights date created
In insights filters on lead/ deal creation date could we have a "weekend" filter? I want to create a filter to see how many calls we are getting over weekends over a month or a year. The only way I can do this at the moment is to manually enter the date range of a single weekend and do four individual searches for the…
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email verification masquerading as 2FA
The email verification masquerading as 2FA is very inconvenient and relies on the customer to have access to their Pipedrive associated email account on the same device on which they are logging into Pipedrive. Competing applications are smarter and use Authenticator apps or push notifications. When will this be changed as…
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How to delete live chat history
Is anybody nows how to deleting live Chats. ?
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Insights refresh rate
Hi Pipedrive Product anagement, Just elike many pipedrivers, the launch of Insights is a great move forward in terms of KPI management for sales. Howavere, as the devil is in the details, I realize that the date in the Insights / Dashboard are actually off and refreshed on a randon frequency compare to the actual CRM data.…
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Create Deal (Lead) from email
Hi, I'm trying to do automation via make (integromat). Expectation: 1. an email arrives at a certain address - via Make it is looked up via IMAP 2. it looks to see if there is a Person and Organisation in the PD 3. if it is, assigns, if not create. 4. creates a lead or deal and puts the mail in it. Reality: Up to point 3…
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Drafts saved to client drafts
Starting a draft in pipedrive is lovely. But having that draft then saved to my Gmail drafts would be absolutely killer, currently I can't edit drafts created in Pipedrive which is a shame through my email client. Sometimes I gotta edit things a few times on the go before sending and not having it in drafts in my email…
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Sent eMail automatically added in the planning
It would be nice if the mail sent would be added directly in the planning (not only on the contact).
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İm looking a new insights entegration
I am looking for a new insights integration. "Cumul.io" i was using a reporting system called Dec, but we haven't been getting up-to-date data from cumul&pipedrive for 1 week. I would like to thank those who helped in advance. Best Regards
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Extract email tracking data
Hello all :) We have setup an email automation for hundreds of contacts, and I would like to extract "Email tracking" data with an API, in order to create notifications for my sales people to call the prospects that have opened the email multiple times. I was going through the API documentation…