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💡Time Zone Widget?
⚡️An idea! Could we have a Time Zone widget where we can select the prospect's time zone and it will show the live time in their zone in the side bar? It would be most useful.
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Auto country code / time zone identifier
It would be convenient if once a phone number is given by a client, the program identifies the country of origin of the phone number and the time zone it is found in.
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Jumping from a Deal to its Pipeline
How can I jump from a Deal to the Pipeline that it is in? I know I can edit the Pipeline and Stage from the bottom left dropdown under the progress bar. But can I jump from a Deal to the Pipeline itself? Seems like something Pipedrive should be able to do! If this is not possible, I will put this in as a feature request.
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Automated thank you emails
I would like to have automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I understand…
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Projects improvement
Hello, I have a few ideas for improving the projects section. - it would be nice to be able to set up automations in a project, like sending an e-mail automatically when an activity is clicked on. - update the API so that MAKE or ZAPIER can be used in the projects section - Develop the projects section on the IOS…
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Remove Pipedrive's Built in Data Fields Option
Hi, I wanted to recommend the idea of giving us the ability to remove pipedrives built in data fields. Whether it is when you want to create a deal or in the deal summary when clicked it can become a distraction. For example, my company does not use %probabilty or expected closing date as it does not rlly fit into our…
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gmail spam filter
I have linked my gmail account to Pipedrive and notice all of the spam that is filtered from my gmail inbox appears in the Pipedrive inbox. It would be great to have the same filters. I welcome any suggestions for a work around. Thank you.
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Vraagje: Heeft er iemand suggesties voor het integreren van facturatie met Pipedrive? Ik wil graag d
Vraagje: Heeft er iemand suggesties voor het integreren van facturatie met Pipedrive? Ik wil graag deals die zijn gescoord factureren. Vooralsnog klop ik de gegevens over in Snelstart en stuur vanuit daar de factuur. De 'standaard oplossingen vanuit Pipedrive' Xero en Quickbooks kennen geen functie om automatisch…
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Invoicing via Pipedrive directly (connected to quotations in templates)
Hi all! I would like to invoice directly from Pipedrive. Now, I send quotations via pre-build templates. When a deal is accepted, I would like to send an invoice automatically to my customer with all products that are agreed on in the quotation. Finally, I would like to export the invoice directly to my administration…
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Goedemorgen, wij willen een financieel pakket gaan kiezen en een integratie met Pipedrive zou natuur
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Merged: Dropbox and Dropbox Sign x PipeDrive
This discussion has been merged.
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Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automat
Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automation would you use it?
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How to syncs Pipedrive contacts with Mailerlite using Zapier?
I need automatically to send Pipedrive Contacts (name, last name, email) to Mailerlite. What zap should I use?
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Leads Kanban
In my B2B business, there is a lot of activities going on when the person or the organization are still in the lead status. Actually, the "sales" status if much shorter in delay. It would very useful to : _ be able to add files to a lead _ Have a Kanban view with in column any field defined as a list. I could use the sales…
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This automation creates 4 activities
Hello, I've set up an automation that allows for an activity to be created as soon as a prospect opens an email. The problem is that when a contact opens the email 4 times, it creates 4 activities. Is it possible to limit it to only creating one activity? Thank you for your help.
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Email Automations: How to remove a Contact/Deal out of the automation
We currently have a handful of automations that get activated If the deal goes through a particular part of the pipeline into a specific stage. We would like to have the ability to set an automation by selecting a field in the contact details or lead details to take it off any or all automation that the deal or contact is…
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DEAL ID....please make this a field that can be made visible in deal view.
Please make DEAL ID a field that can be made visible in deal view. We would like to use the DEAL ID as our Project ID as a project moves through sales cycle and into production process but this field cannot currently be made visible. EASY CHANGE I should think.
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Automatisation E-Mail Auswahl des E-Mail Kontos
Jetzt wo wir Pipedrive mit mehreren E-Mail Konten verknüpfen können, sollte bei der Automatisation auch die Möglichkeit bestehen eine Auswahl zu treffen, von welchem E-Mailkonto die Automatisierte E-Mail versendet wird. Bitte
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Automated Sequences- how can I change the sender email?
Hi there, I created an automated email sequence for our reps to use in follow up, first under my name and ownership to make sure it was working, then transferred ownership over to the rep. Even after transferring ownership, the emails are still sending from my email domain. Is there another step I need to take to change…
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Resiliation
PIPEDRICE CRM - ATTENTION, une fois que vous souhaitez partir, il est très difficile, voire impossible de résilier votre abonnement. Leur formulaire de résiliation ne fonctionne pas, et le service client est inexistant, et pas le chat, il faut 2 heures pour avoir aucune réponse. Le CRM est moyen, mais le service client est…
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How to track outgoing calls (from iPhone) in my dashboard?
Hi all, I am trying to find a way to track all outgoing calls. We use our iphone Apps to make the calls, but I cant find an option to create a report with all my outgoing calls, maybe the call time or anything else. As frist step, a report about outgoing calls would be nice. Anyone solved this?
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Integrate Pipedrive with Wordpress websites
Many of my clients have websites build using Wordpress so there are email capture forms on their websites. Is there a way to integrate data between Pipedrive and Wordpress? For example, when customers complete email submission on Wordpress, then create new contact in Pipedrive. Or when customers make purchase, then update…
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Pipedrive to PowerBI
Hello Pipedrive Community Does anyone know if there is a way to connect Pipedrive to PowerBI? I need data within my opportunities to flow into our dashboard in PowerBI. From my research, it doesn't look like there is a direct API but has anyone found a workaround for this? Thanks! Alex
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Is it possible to send information via E-Mail directly to the organization?
Hello, in our company only the sales team uses Pipedrive. We conduct annual meetings through our accountants with our customers. The accountants should document the annual meeting and provide us with information. Since there is only one universal Pipedrive mail address, an email cannot be sent or assigned directly to the…
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Kanban table for Leads inbox
Hi, I have a few suggestions regarding Leads Inbox: * To have a possibility to create a pipeline (such as Kanban table we have in Deals) in Leads inbox. There is a certain road for the salesman to pass until the leads converts into deal. Therefore, is it super helpful to have a certain leads process in Leads Inbox…
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Assign Follower based on Custom Field
Hi, We have leaders that are on deal teams, but not the deal owner, and need to be kept in the loop as deals move through pipeline. The idea is to extend the "automatic assignment" functionality to following deals. UPDATE deals SET follower_id 6798 WHERE deal_custom_field = "X"
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Ticket Management with Pipedrive
In your press release after the Vista invetsment you mentioned that your goal is to "provide our users with powerful tools that cover the whole customer journey". That would imply that you start serving customer success and support teams as well. Are there any timelines on when you extend your product to include a support…
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Problem with Webform website integration
We're having a problem with webforms getting cut off when trying to embed them in a page on our website. No matter where I place it on the website, longer forms seem to get cut off. Just wondering if anyone has a solution to this issue?
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Pipeline Assign based on Custom Field Automation
I've created a custom field like radio button or say single select option, and created and integrated a webform. Now I want, If user select any one of the option. based on that option the deal get created on the pipeline. Like I have four option => Marketing, Sales, IT, SEO Now If user select the sales then the deal get…
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Improved lead scoring for Pipedrive
We at Outfunnel have recently mightily improved our Lead Scoring feature to include both marketing engagements (email clicks, visits to specific pages, etc.) and data from Pipedrive. Namely: You can increase scores when a key (sales) Activity has been completed, such as attending a demo call, registering for a webinar,…