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Is there any way to automate a workflow for Labels
When an Organisation updates or changes a label, can the contacts in the Organisation also be updated to have the same label as an automation? I cannot see how to make this automation work. Thanks
Adding 'buttons' to the details
Hi Pipedrivers, I have a request or a question that might be something in the future to take a look at. We are building extensions on Pipedrive for example and want to use the extensions by the click of a button. Is it then possible to add a button in the 'detail section'. Now you can only create checkboxes or dynamic…
Undo function in changelog
Occasionally a deal will get updated via Zapier in error, usually due to user error. For example, say we submit an order form in another app and the user enters the wrong deal ID to match the data to Pipedrive. It overwrites the correct data. When it involves the deal contact, it can cause contacts to get mixed up and the…
Margin with goals
Hi, We created a deal's field to track margin of a deal. To follow activity of our sales team, we track their margin monthly goal : So we would like to create on Pipedrive a monthly goal of this field. Unfortunately, the goals are possible only with number of deals or values of deals. Is it possible to create a new feature…
Quickbook Invoicing: How to create an invoice in Pipedrive that aligns with products in Quickbooks?
I imported products from Quickbooks into Pipedrive Products so they match. But when I create an invoice in Pipedrive it doesn't match Products. It list as all the same products. Anyone have luck with this without paying $15 month for SyncQ? Anyone using Automate.io? @Ashutosh Cheulkar would Automate.io be able to solve…
Email history to remain in Deal when deleted in the source
Hi There, Is there a way for the email history of a deal to stay within there once the email has been deleted from the source. It wouldn't need to stay in the email tab in pipedrive but the full communication history would be very helpful. We can archive currently but there will be a time when we need to delete emails due…
"Pause" or "On hold" deal status
It would be great to introduce "Pause / Oh Hold" deal status. Especially during COVID-19 pandemic when there is so much uncertainty and a lot of deals are truly on hold.
Merged: Email Folders?
This discussion has been merged.
Option to hide "We're powered by pipedrive" in LeadBooster chat window
We are using the new LeadBooster chatbot on our website. We would like our chat window as clean and distraction-free as possible. Therefore it would be nice to have an option to disabled the "We're powered by pipedrive" message in the chat window. Especially since is a paid for service it would be nice to have the chat…
Pipeline Management with channel/partners
Hey! Been wondering if anyone here knows which are the best practices - if there are any - for using Pipedrive as Pipeline management with channel/partners.
Measuring CHURN/ARPA via subscriptions/recurring revenue
Hi, As SaaS company in a scaling up stage, we have almost 200 subscriptions added to PD. We were so thrilled this feature was added. Thanks for that. At this stage we are experiencing more and more the limitations of this feature. In general we'd like to have much more insights on the history of a customer's subscriptions.…
Is there a way to add multiple currencies to a deal?
The Person and the Deal are the same thing to our business but PD doesn't handle this situation well
In our business the Person and the Deal are same thing (1 to 1) relationship. The problem we have is if we use Deals then the interface becomes very confusing because there are 2 places (that look very similar) where you add Activities. But only the Activities entered from the Deal are also added to the Person. Activities…
Filter Tool Allowing Deal Data/Details?
It would be great if the filter tool would allow you to pull from deal details/data and not just people and organizations.
Is Prospector available to regular users?
Any thoughts of how users are finding this feature? I find the BETA version very helpful. Had a question for the Product team though! How can this feature be made available to regular users rather than just the admin to add leads?
Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
Love the Web Visitors Beta. Can we export that data?
Can you make it so we can export that data. Org/ region/industry?
Access to Insight PRO for only one user of the account
I would like to hear from the community Access to Insight PRO for only one user of the account, since only one is a manager and for this reason he needs personalized fields to perform data crossings in an integrated way with Pipedrive. This well-used functionality generates growth in companies and in this way increases…
Zoom integration: a little tips ;-)
I've found that: if you are creating an activity with Zoom meeting WHILE you are in a Zoom Meeting, Pipedrive returns an error. But don't worry! It's not a bug: probably Zoom API are not available during a meeting. Solution: create the activity when your Zoom meeting is terminated ;-)
Integrating notes together from Leads and Contacts?
I'm having an issue that is driving me nuts - I input a Lead and start making notes. If the Lead is also an existing Contact, even if I link the Lead to the Contact, I end up having notes in two different spots, which leads to double/triple Activity prompts filling up. If I just keep the Activities assigned to the Contact,…
Track the speed of response when we receive an enquiry
Hi is there any way to track the speed of response when we receive an enquiry? I see the email stats that allow for tracking number of emails received, but we want to know how quickly these are being replied to Does PD have this capability?
Can be revenue field in deal be somehow taken out via API endpoint?
Hi, I am thinking about implementing this revenue field. We currently take out the value of the deal and make some prediction outside as we integrate other data. So I was wondering if I will put the data in this revenue field, whether there will be option to take it out via endpoint. Thanks
Automation with a custom field in person.
Hey, Pipedrivers! I have Custom Field in Person named "Category". This field contains number. From 1 to 5. It is analog of rating to list of contacts I have. I want to create an Automation Workflow where it triggers on finishing type of activity "Call" and in dependence of number in custom field "Category" set new call in…
unlink an email from a deal and link it to another one
Hi, When unlinking an email inside a deal, we should have an automatic pop up to link it to another deal. Instead, presently, the email disappears from the deal as expected but if you want it to be linked to another deal, you have to look for it back into the Inbox or the archive in Pipedrive mail... Not very practical.…
Product Reporting in Deal Column view / Product Variations & Product Bulk Editing
First of all, our company enjoys using PD, and it is a valued system with many benefits. We are a Sales company with over 900 products, each Product can have up to 5 different Product variations (different backings, colours or materials of one product) each Product Variation has different pricing. We are required to do…
Is there any way to revert deals to leads?
Hi Everyone. I really like the new Lead functionality. Is there any way to revert already established deals to leads. I have a number of deals which are fairly inactive and I would like to clean up my pipeline but I don't want to lose the potential deal. Reverting them to 'lead' would be a good approach. Any ideas are…
INSIGHTS- Security Issue with shareable dashboard?
I have recently been advised by our IT team to delete my insights dashboard due to the fact that it is publicly accessible since sharing the link. I now have to delete my current dashboard and rebuild a new one which I have been instructed not to share. The IT team advised that there is too much sensitive information that…
'live chat' function in Leadbooster?
Is there any plans to allow a 'live chat' function to Leadbooster? Bots are great, but humans are better.
Possiblity to include a dashboard for the open rate, click through rates for emails?
Is there the possiblity to include a dashboard for the open rate, click through rates for emails?
How do you manage lead phone numbers of various type (like mobile, work, home)?
How do you manage lead phone numbers of various type like mobile, work, home using only one input field? It looks like a lead has only one work phone number. Where do you keep the information about other phone number? What happen with a lead having a mobile phone number during "deal conversion"? It looks like it will…

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