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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…
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Webforms and contacts
Hello everyone I have a question. and I am new here. I have 2 websites. and I am using web forms on both sites. but I don't want to mix up contacts. how do I handle both site's databases (contacts) on Pipedrive?
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Addition with individual activities types in a formula field
Hi, Im looking to count how many certain activities (custom activity) have been carried out along with duration so i can subtract it from a total hours figure to work out how many hours are left for a client/deal. Does anyone know if this is possible and how you would implement it into pipedrive. Any guidance would be…
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Monetary Fields won't Populate when importing data, Has anyone else run into this issue?
Monetary Fields won't Populate. I have some custom fields which are formated in US dollars (monetary) and when importing data from either a csv file or via Zapier, these monetary fields will not populate for some reason. Has anyone else run into this issue? Would greatly appreciate your help.
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Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
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hello, i cannot connect with my business email account. What is the problem?
hello, i cannot connect with my business email account. What is the problem?
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Directly Relate more than one organisation to one single deal
Hi, Does anyone know if i can directly Relate more than one organisation to one single deal. Many thanks in advance.
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Smart docs
We are currently using Better proposals for our agreements and better proposals allows us to present options for clients to choose from. Is that possible using the built in smart docs feature for a contract? A description of how that would be done using pipedrive smart docs would be helpful and appreciated. Thank you
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Create Sections for Custom Fields
As I have many custom fields I want to create custom sections. So to say, some kind of categories. I found some older posts from 2021 about this topic, without a solution. Is it possible to create sections and move custom fields into this sections or is there maybe a good workaround?
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Need beta testers for new cohort analysis tool on Pipedrive!
Hey everyone! 👋 After having been in the revenue-trenches the last few years, I often found that one of the most useful analysis involved exporting Pipedrive data and mapping it as a cohort analysis. From here, we could then drill-down into the data to run split-funnel comparisons. For example, we could compare how a given…
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Automation for user interaction, when changing deal phase
Hi all, I want to build the following automation: When I switch a deal from phase "cold call" into "interessted" some custom field should be filled by the user. Is it possible to start some kind of Pop up, where the relevant data fields are shown and the user can fill them with data for example a data or something els?…
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Contact Deactivation
Developer should provide contact deactivation feature. In case Customer presently working in XYZ organization and after sometime if he/she change it and start to work with ABC Organization then we should be able to deactivate fist entry. If we label it as inactive then it will pop up in duplicate entry. If we delete…
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Personal Contacts
Hi I want to remove personal contacts that have synced in with office 365. This is because effectively the whole company can then see my personal emails, which are connected to that contact. If I delete them, will they then also delete off Office 365, or will they keep adding back in due to the sync? Thanks Matt
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(CLOSED) Looking for people to interview about Products in Pipedrive
Have you ever been frustrated with the Products feature in Pipedrive? We’re currently researching the top problems and opportunities with the Products feature, so we can prioritise improvements this year. I am looking for customers to interview, to learn about their sales process and their needs for tracking products and…
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Early release 🚀 Deals + Products data available for Export 📦
Hi, I’m a PM at Pipedrive working on the Products feature, On Wednesday 2 Aug we will start releasing new functionality to export data on the products added to deals, so you can pass this information on for more detailed reporting, delivery or fulfilment. What will you get with this release? From the Export Data feature,…
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Pricing Validation
It would be nice if it were possible through automation to validate whether a price defined in a negotiation has an acceptable value, for example, in my product the price is 2.00 but in the negotiation the price was 1.00 but my sales team should not apply a value lower than that registered on the product. Through…
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Pipedrive Billing Issue
Hi, How do I get in touch with Pipedrive Customer Service? I've not been able to find an email or chat function on the website or in the app. I have an issue with my last round of billing. Thank you. Kate
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Grouping of custom Fields
We can now Group custom fields, and I appreciate this feature. However, I've noticed that we can no longer mark fields as "Always Shown." We now only have the option to either display ALL fields or only those containing data. It would be helpful to have the ability to always display specific fields, especially those we…
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Grouping Of Fields
I'd like to suggest a missing feature, that I'm sure many like myself, deem critical in the long term. We need to be able to group custom data fields. There is zero point in a CRM that isn't able to effectively store data as needed, and a list of 50 custom fields in a bar on the side, with no grouping just doesn't make…
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How to create new customer automation
I'm trying to set up a workflow automation that works as such: Trigger: New organization created. Condition: Organization must have at least 1 won deal. Action: Person assigned activity to reach out. I set it up but cannot get it to work. Does anyone have suggestions for a different way to do this? The only issue I can…
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Allow Deal Filtering by Followers
It would be great if you could filter Deals in List view to include Deals that you Follow. In addition to viewing Deals that you own, some of our users need to also use List view to see Deals that they follow, even though they may not be the primary owner of the Deal.