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Migrate Data from One Custom Field to Another 🔄
https://pipedrive.hubs.vidyard.com/watch/MDUg2PWw2bSGEHX88c4rpk?Learn how to map data from one custom field to another using the universal identifier. This will require an export and import from Pipedrive - but don't worry, it's super easy! Just have a look in the video 🎥 🔔 Be sure to check out the full Learn from a…
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Sending campaigns to multiple filters at the same
Hi, I think it would be great if it could be possible to send campaigns to multiple filters at the same time. I think it will be useful for many users. Let me know if it could be useful for other users too. Simone
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Can I convert a Project back to a deal ?
If needed after trying the project feature, can I convert back a Project to a Deal ?
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Conversion Lead to Deal
Hello, looking for some update to gain the possibility to measure the conversion Leads to Deals
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What is the best way to update deal information
I want to make it easier to get all of the necessary Deal information into Pipedrive. What are some best practices and can I leverage workflow automation for this?
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What are some best practices for Deal creation and updating?
I want to make it easier to get all of the necessary Deal information into Pipedrive. What are some best practices and can I leverage workflow automation for this?
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It would be great to be able to group the emails by threads/Conversation in the Deal view instead of
It would be great to be able to group the emails by threads/Conversation in the Deal view instead of having them detached along a (sometimes very) long timeline !
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Pin Notes in Mobile App
Pinning Notes on the web app is a very useful feature, but is there a way for this to be implemented in the Pipedrive Mobile App
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BUG: the plus button for adding a deal does not work
The "+" button on the pipeline's columns does not work. Expected behavior: open the popover for adding a new deal. Browser: Firefox 119.0 (64-bit)
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Group Email Bulk Sending
It would be more than helpful to have an updated/upgraded way to send emails to groups larger than 100 people. Currently, it will only send out to 100 at a time, which is fine, except for that it doesn't have an option after that to follow-up with sending to the rest of the people. Thanks!
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Sales Inbox: Looking to speak with customers & reseller partners for research
Hello Pipedrive community members! 👋 Ever find it tough to decide which emails need your attention first? Or does crafting effective email content take up more time than it should? If this resonates with you, we’d love to have a chat. We’re interested in understanding your workflow, the challenges you face, and gathering…
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Chatbot + GoogleAds
Hi, anybody knows if chatbot could be track with a Google Ads pixel?? Help
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Leads and Contact - will it duplicate on upload?
I have an excel database of leads however some of these are current customers. Is there a way of identifying who the current customers are from the contacts when I upload so it duplicate?
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Is there a tutorial on how to do email campaigns from start to finish?
I am new to email campaigns so any help will be appreciated.
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Add opportinity managment to deals (similar to projects)
Hello! We as sellers and sales managers face the difficulty to qualify and manage opportunities (e.g. deals) along the way, without losing the oversight of the progress. Especially for B2B SaaS sales for mid-market and enterprise customers, we would need a way to add methodologies such as MEDDPICC, MEDDIC, BANT, SPIN, etc.…
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[CLOSED] User account deletion and the reassignment of owned items - 3 open spots to join research!
Hey, Community! 👋 We are currently investigating the process of user account deletion and the reassignment of owned items, and there are a few remaining slots available to participate in our research. If you have ever needed to delete a user account and reassign the associated items, please select a suitable time from my…
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What is the purpose of Direct Cost on Products? Cost Price versus Direct Cost
I would like to know what's the purpose of Direct cost under the products section. Since there is a cost price already. You define it as "Direct cost – Cost related to the development or production of the product." So why is it that we can't see the direct cost under add products and list view? Additionally, As I'm doing…
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Support Role Based Sales Inbox such as sales@
We utilise a sales@ inbox to receive customer enquiries. It would be useful if this mailbox could be set up in Pipedrive as a central mailbox. Then any emails received are public and can be viewed by ANY Pipedrive user. Any user can set up as a lead/Deal and any user can reply via the sales@ email address. So users Sales…
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Seeking Advice - Organizing/Naming Pipelines
Pipedrive community, I am looking for advice on best practices regarding organizing/setting up Pipelines. I am taking over leading our sales team and the previous manager was not using Pipedrive to its full capacity. We sell digital marketing services (Web Development, SEO, Social Media, Ads, Etc.). Here's our current…
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Web Forms: How to stop loading external google fonts (GDPR issue)
We use the Web Forms very intensively for lead generation on our website. As we are a company based in Germany, the most GDPR-compliant implementation of our website plays a (unfortunately) major role for us. Among other things, we are not allowed to load external fonts. In principle, loading local fonts is not a problem.…
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Exporting all stage change dates
It would be a big improvement to be able to export all of the stage change dates for a deal, and not just the last stage change date. I would like to be able to calculate the times between specific stages and currently there is no way to do this. This is for open deals as well as for won/closed. Deal NAme - Stage Name -…
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Custom fields calculated / Calculating with results from calculated fields
Hi there, Calculated fields is great ....BUT it would be even greater if one could calculate other fields with results from calculated fields! This really would help a lot. Example: [hours per day} * 5 = Hours per Week -> {Result from hours per week}*4,33 = Hours per month
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Store in a numeric custom field how long deals were in a specific stage
Hi, In order to evaluate our team's response when deals come in, I would need to store how long each deal stays in a specific stage. It sounds easy but haven't found any built-in functionality to do it. I am OK to do it with Make (integromat) if that would help. Has anybody done this before? Thanks
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New Deal Layout
Hi Guys, We have very reluctantly had to move over to the new deal layout which is not at all convenient for our business. Previously whenever going into a 'deal' it was very easy to sift between the contact card and the deal - now there is a 'Summary' section to have to go too to find a link to the client to go back to…
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Is it possible to group filter oder put them in a folder?
Hi all, for example I have 10 Filters related to follow-up, 10 for sales, 10 for something else. So the filter list in contacts is veeery long. Can I sort the filter into categories, folders or groups? Thx all!
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Key Tips for Entrepreneur Time Management
Entrepreneur Time Management: As an aspiring entrepreneur, time management is key my to success. But balancing various tasks, meetings, and projects is no easy feat. My approach is to prioritize tasks based on importance and urgency. I use productivity techniques like the Pomodoro method, which involves 25-minute focused…
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NFC Business Card compatible Pipedrive
Hello the community, we would like to invest in NFC Business card. In this way, could you advise a solution compatible with Pipedrive to make easy the import/export ? Thank you
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Activities and/or notifications triggered by Inactive Days
I want to get a notification, or trigger an activity, for People or Organizations for which I haven't had any interaction with for a set number of days. For example, if there's been no communication with a specific customer for 90 days, I'd want to get an alert to act on them. Pipedrive used to have this feature in the…
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Calendar View - multiple users in single view
Hi Pipedrive, we do a lot of scheduling from our central office. We need to be able to see multiple users' calendars at once but PipeDrive only allows selecting one user at a time. Google Calendar and Outlook both allow for multiple users in a single view. Can PipeDrive do the same? Thanks!
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Pre-fill a field (text, number, monetary)
Hi! We have a request to be able to pre-fill fields on demand. I.e. there is a fee, or a clause that we always want to be a certain way so that it would reduce time spent on creating a deal as the value is set, let's say at $500. Now, there can be exceptions, so then the field can be edited for, say, $450. But, until this…