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How to view contact email name when i report email performance in pipedrive?
Dear Team How to view contact email name when i report email performance in pipedrive?. It just view an id. I will got bad report for this. Thanks
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How to sort and display "Choose columns field --> Visible"
How to sort and display "Choose columns field --> Visible" in the deals pipeline kanban view? Because "Choose columns field --> Visible" only works in list view, not in kanban view. Thanks
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Feature Request: Email Tracking within Gmail
Would love to see email tracking for emails sent from Gmail with Pipedrive Plug-in! Is this a planned feature for the future?
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Automatic Date changes in projects
An ability to automatically change all dates if the project is behind schedule. Currently, if we wait for a client to review/approve an aspect that is out of our control, then all of the dates are wrong, and it's a very big pain to go and change every single date for all the different tasks and activities that may have…
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automatic emails in projects
As with deals having all emails from the team and the client be logged to the project automatically [we use the spark email app for our day-to-day emails] would be fantastic currently, it needs to be done on the project page and only shows up if it has been sent from the project to the client and the client replies
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email Automation in Projects
OK cool, 1. Automation to send emails when a project is moved from one phase to another. This currently does not happen
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It is possible to sync two email accounts?
Hi, I'm a newbie of Pipedrive and I whish to have into email section both my company account and info@mysompany.com account. I have configured both (they are on Office 365) but it seems to me that I can have only one active connection synced. Is this something plan related or is a platform constrain? Thank for you help
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Our company has multiple labels within a lead and we want to send a bulk email to all, how??
Our company has multiple labels because many clients fit within or share categories. When I go to send a bulk email or email marketing email via Pipedrive, it deletes any lead that does not share the same criteria. I.E. if I have a lead that has the labels: "open house", "community", "hot lead" it will show 0 leads if I…
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one email for many users
Hello Pipedrivers, let me explain my reality. I have a historical village in which I offer these services: Catering events Wedding events I manage everything from a single email address: info@ But we are a team of 3 people, what do you suggest to me to run the business in the best possible way?
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JotForm authentication expiring every few weeks
Hi, I've been using Pipedrive for about 2 months now and use JotForm for our lead forms. These integrate directly with Pipedrive to create new contacts when there's a form submission. In the 2 months we've been using it, the authentication between jotform and pipedrive has expired. I get no notification whatsoever until…
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add "latest email send" + "latest email received" as a filter for companies
add "latest email send" + "latest email received" as a filter for companies - just as these filters are available on for contacts (at least in the contacttimeline). This will be very helpfull in managing existing accounts.
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New: Email reply/link click automations
Hello! Quick Automations PRO tip! 🤖 You can further automate your email engagement processes by checking if an email sent from Automations feature has been replied / link clicked after some time has passed. Example Every time a deal is created, send an email, if email s not replied after a week, send a follow up email…
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Need Experienced Pipedrive Tutor ASAP
I have most fields already inputted. I already have some customer information input. I need someone that can teach me step-by-step as we set up some features, processes, etc. I just want to go online with someone and we share a screen. I'm very flexible on schedule. 1-hour lessons... we keep going until I have the CRM the…
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Workflow Automation: Teams notification when a note is created
We have been using Pipedrive integrated with Slack for more than a year. We are migrating to Teams and replaced most of the existing Slack notifications. There is a remaining gap that we cannot configure. The requirement is : Every time a note is created, send a message to Microsoft Teams channel We like the Workflow…
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How to automate sending an NDA for esignature
When an activity is added with "Send NDA" in the subject line, an NDA should be sent to the contact for eSignature. I can't find a way to create an automation, webhook or API call to work with documents. What am I missing? If anyone can direct me to a work around, I'd greatly appreciate it. Right now I go to the contact…
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A book about PIPEDRIVE
Hello everyone. last December I published a book about Pipedrive. I just want people know it as many readers say there is a lot of value in it. for different reasons I couldn’t promote it here, but now I’d like to use this channel for it.
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Duplicación de Reuniones DEMO
Estimado equipo de Pipedrive: Cuando un cliente modifica la fecha de un evento, se crea una nueva actividad en mi Google Calendar. Por ejemplo, tenemos este negocio https://turiscool2.pipedrive.com/deal/3196 en el que ha pasado eso. Si bien en Pipedrive la actividad es la misma, en Google Calendar se crea una actividad…
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Lead export to Google Ads, sort in audience depending on pipedrive label
Hello everyone, I am currently trying to find a way to send my leads from pipedrive to Google Ads, but I also would like to have those leads being in different audiences, depending on a label, which I set in pipedrive. I am wondering if something like that is possible.
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Activity not syncing to new Organization
Hello, I had an existing Deal that is associated with a Person. I subsequently added a new Organization. I think of Organizations as the top of the Pipedrive hierarchy. I've associated the existing Deal and Person with the new Organization. However, none of my old Activities are syncing to the Organization. When I click on…
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New permissions soon added: restrict who in your account can transfer item ownership!
Hi Community! There has been a recurring feedback that when a user has access to another user items, he should not be able to transfer that item ownership to himself (or any other user for that matter). In order to restrict this action, we have introduced new permissions, which will be released for all accounts by mid…
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Merged: Manual Sort Deals within a Deal Stage
This discussion has been merged.
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Let us change the background color / give us more visual cues
VISUAL CUES: please give us more visual cues. All pipelines look the same, deals, organisations, people cards look the same. As a result, we're likely to make mistakes like paste our call notes into a People card when we meant to paste them into the Deal card. Org/people/deal cards tend to be text-heavy; please make our…
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Add Project Module to Phone App
Simply, I don't understand why the project module is NOT on the phone app. Can you please add the project module to the phone app, android, and ISO.
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Bringing Notes into List view and Search
I am wondering if there are plans to... * bring Notes into a column in List view (to be able to view & export notes) and to filter by text within notes * find text within a note when typed into Search I know that is is not best practice to rely on Notes to capture important information that could be listed and filtered…
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Automations getting even better: email conditions, new templates, and much more!
Hei, Pipedrivers! We’re working hard to improve our Automations feature with new functionalities to help you save time and close more deals, faster. What’s new? We’re excited to share with you all the updates we’ve recently released to Automations: Sequences based on email conditions – Create automated sequences based on…
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Seeking expert consultant
Hi guys, Charlotte here from BailSafe Australia Looking for a pipedrive expert to assist in setting up some basic forms, automations and triggers - some basic workflow systems. Can anyone please point me in the right direction? :)
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Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
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Trigger automations on import
It's ridiculous that automations can't be triggered on import. Deals can be created on import. But "Deal Created" triggered automations can't be triggered by a deal that is created by an import. The same goes for contacts. I can create or update a contact on import but then I have to take additional steps to trigger…
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Permissions for Pipelines
I would love to see a "Permissions" setting that allows administrators to dictate what Pipelines users have access to. The users would then only be able to see deals and contacts that are connected with that Pipeline as well.
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How can i label smart BCC emails?
hi, how can i label smart BCC emails so that i can easily remember them when BCC'ying to my emails? So instead of having to copy the smart BCC email ID everytime i need it copied, have it instead labeled by the project name, so that it auto completes when i am typing it's name in my outgoing message from Gmail. This used…