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Korean Translation Error: year unit '년'
Greetings, This is Ted from Hashsnap, a master reseller in South Korea. I'm forwarding a bug report from my client. It's about the date format in Pipedrive web app. Consider a date 2023-02-23 in ISO 8601 format. This can be written in English and Korean as follows: English: February 23, 2023 Korean: 2023년 2월 23일 This can…
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Showing Fields Based on Type of Org
As we roll out more usage of Pipedrive, and folks want to use Pipedrive to track more than just our typical customer base, we are looking at adding 4-5 new custom fields. These new fields would 1) make the list of Org fields in our Pipedrive even longer and 2) be confusing/irrelevant for the other types of Orgs we have in…
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Concern Regarding Potential Removal of Crucial Feature
Hello PipeDrive team, As a loyal supporter of your company for almost eight years, I would like to express my concern about the potential removal of a critical feature that is essential to our business. I am referring to the ability to click on the address of a deal while in the deal view, which opens the map view and…
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DEALS linked to Activities, and change DATE for both
Hello everyone ! Can you help me ? I need a new function : 1) to link more than one DEAL to an ACTIVITY; often I have two or three DEALS , with different products : one for pump, one for pipes, etc.. but for the same PLANT / BUILDING 2) when I change the DATE of the ACTIVITY, it should be changed automatically the DATE…
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Workflow Automations Run Unreliably
We've been having serious trouble with our Workflow Automations. We rely on these Automations doing their work, but sometimes they fail or just don't run and we're not even notified. Here's scenarios where this happens: A user forwards an email via Smart BCC, where one or multiple contacts do not yet exist in Pipedrive.…
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Access Custom Fields in Add Product
Hello Pipedrive, We are a company just launching Pipedrive tomorrow - we are stoked, wish us luck! I have one question/request regarding Products. Pipedrive lets you add many custom fields to Products beyond the default fields (Products, Price, Quantity, Tax, Discount, Amount.) However, when we Add Product, we cannot…
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Customer Account Management
Pipedrive is a phenomenal tool for organizing leads and driving sales, though I feel it's seriously lacking the ability to handle customers once a deal has been won. We are an e-commerce business selling globally, and I would love the ability to segment my customers and distributors and manage them all within Pipedrive. Is…
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Sign out of all devices **except one** would be nice.
I'm constantly moving between devices, so getting the "We couldn't log you in" prompt is really annoying. I appreciate that you've probably done this to stop people from sharing logins, so I understand why this feature has been implemented. I see this message all the time because I regularly work across multiple devices.…
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API: Consistently have an "id" field for linked entities
When working with the Pipedrive API for integration purposes, I often navigate to other entities via some of the ..._id fields, e.g. a Deal object has fields user_id and org_id for the owner, and the linked organization, repsectively. Currently the returned fields for User and Org in a Deal are: "user_id": { "id": 424242,…
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Tasks and activities acording to project end date
Hi Pipe Drivers! Loving the Project base on PipeDrive, it would turn from good to amazing if you could add a task according to project end date. Now it is possible to add activity only according the project start date. Our project durations vary a lot and some tasks are to be done when the project ends, so for making…
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No shows
Hi all, The show-rate on demos and meetings are a relatively important KPI in most sales orgs. It would be absolutely fantastic if we could mark a meeting type activity as "no show" instead of "done" or simply to cancel it. In that way we could see the number of meetings actually held and the number of no shows. Are you…
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Make The Google Extension Load Like It's 2023
I personally prefer to work in Google Mail, as opposed to the mail tab in Pipedrive, and love the Google extension. Well, I would, in theory. In practical terms it's more or less useless because it is so slow. After every click you have to wait for three to five seconds for anything to happen."Quickly" adding a contact, a…
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Gmail Extension - past due activities
The PD gmail extension to show activities is great. I can stay in Gmail, view my activities, and engage with clients via e-mail without having to look at the activities in pipedrive. The issue is, as soon as there are overdue activities, they do not show in the Pipedrive extension. It will only show TODAY's activities. So,…
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More supported languages for the webforms, chatbot, etc. (Danish)
To accommodate your clients in more countries, it is important to have more supported languages for the webforms, chatbot, etc. This is a dealbreaker for our business (to not risk loosing clients) - our IT team wants to change to a system, that supports Danish.
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Navigate to correct project from Calendar
If you have made an activity to project (or linked a project to activity), It does not appear the same way as linked deal, person, lead or organization. When you open the activity in your calendar you can not see the linked project and navigate to correct one. You can do so with other linked items, could you add this…
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Quckbook integration for all users
I would like to suggest updating the Qucikbook integration to work for all Pipedrive users, as 99% of the time every rep needs the ability to create, submit and track invoices.
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Sales per state/country
Hi, In insights, is it possible to create a graphic that shows the number or deal value (total) per state and/or country? I think I can do it by adding a new custom data field (address) for "Lead/deal", but I don't want to add the address every time I create a new deal... Thank you! Martin
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Mobile App | Required Fields not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap?
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Urgent help
I would like to find a seller to develop the entire sales structure through wattsap for my stimulating product.
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Allow adding multiple Zip Codes at one time.
Currently, each zip code has to be added one by one. If you want to add 20 or more zip codes, adding them one by one is a pain. Most lead search tools allow you to add zip codes in bulk using a comma or a semicolon. Zip code is more accurate than the city because multiple counties in one state can have the same city name…
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Multiple contacts in custom field
Multiple contacts in custom field
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Signed Contract should be a trigger for automations
We are all using Pipedrive to close deal. A deal is closed when a contract is signed (some would say that it's when the money is in the bank, but I won't debate this). Anyway, the most important thing for me is when a client signed a contract. This should be a trigger. Otherwise, the contract functionality is way less…
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Projects Fields Population into Activities Column Filters
Is there any way to bring standard fields that "live" in the projects into the activities screen? Currently, we can only choose from "activity, deal, person, and organization" but not the project.
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Projects vs Deals "Default View" Based on Role?
Is there any way to default to projects or deals based on the role the team member is assigned within Pipedrive? For example, if we have an account management team that we want working in the projects area primarily, can we set their settings so that every time someone with that role logs on, it defaults to projects,…
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Merged: Live chat notification improvements
This discussion has been merged.
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Pipedrive Mobile App - Leads
Currently you can set up Sales Assistant to notify you of any deals, activities or notes assigned/mentioned in your name. However the notifications doesnt support Leads. So when a new Lead is assigned, it doesnt notify that person. I'm currently building a workaround using Slack, but it seems the app is slightly devalued…
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Dashboard edit permission
In the dashboards, only the person who created the dashboard can change it. There's no permission setting for others to be able to change the dashboard, only the creator. Would like to have ability for others (other than the creator) to change and manage the dashboard. There is currently no ability for non creators to have…
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Merged: Phone Field labels - Make filterable / exportable?
This discussion has been merged.
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Uma data de reabertura dos negócios
Quando uma oportunidade esta fechada como "Perdida" e há uma possibilidade de recupera-la, basta clicar no re-open, ok? Problema: hoje quando recuperamos um DEAL que estava parado tem um ano, por exemplo, o Life time sales fica comprometido por causa desse tempo de 1 ano parado. Poderia existir um campo onde fique…
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Add margin when adding product to a deal
Hi all, I'm looking for a way to add a margin when adding products to a deal. We work with different margins each deal. I would like to see not only our revenue but also our profit in report. Any thoughts on this? Thanks!