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Search via a URL with query string
I find myself having to search PipeDrive for company names from information in other systems. The Smart Search is great and usually gets me what I need, but I can only seem to be able to do this via the search input box directly in the PipeDrive UI. It would be very helpful to be able to launch a tab to PipeDrive from…
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Campaigns: 3 Major Drawbacks Needing Immediate Dev Attention
Campaigns are great - I love the metrics and the ability to easily see their history in the contact view. However, there are two major drawbacks I would love to see resolved: 1) I am unable to send an old campaign to new and/or specific individuals. The current workaround is to literally send a campaign to myself, then…
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Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
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Automatically Changing Deal Stage when telephone number is added to contact
Hello, i wonder if it is possible to change the deal Stage when I add the telephone number to an contact. So far i didn't get it wo work, as i can only change a specific deal, not everyone. In the red circle i can only choose a specific deal but i want the rule to be set to every deal. I'm quite new to Pipedrive so there…
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List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
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Web Forms: Drag & Reorder Fields
As the title suggests, I would really, really, really, really, love the ability to click-hold, and drag fields in a web-form to reorder them. Right now, if you're already using a field in the form, but need it to be somewhere else, you have to completely delete the first one and remake the new one in the proper spot. I'm…
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Full Month Calendar View in Activities
Really need this feature.
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Emails should automatically be counted as activities like phone calls
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
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Archive/Hide inactive products
A few years/months ago, I added several products to my Pipedrive account. These products have been linked to numerous past deals. However, these products are no longer in use at my company, and I would prefer not to see them when adding new products to current deals. If I delete these products, the past deals will retain…
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Accumulated goals and forecast report
In our company we have budgeted the whole year for any department and we need to achieve certain income(goals) each month to have the best cashflow and to pay our bills. Therfore I would need to see if we are on track with our sales reps by creating a accucmulated goals forecast report like the one I attached. How do you…
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Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
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"Expected close date" missing in email templates
Hi, I've just found that "Expected close date" is not available as the 'insertable fields' in email templates. Is this a bug or I'm missing something? Thanks
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Track and save Chatbot URL in UNIFINISHED conversations
Currently, there is no way to determine which Chatbot (if you have several) is the source of unfinished conversation. If "track and save the chat conversion URL" would work also with unfinished conversations, that would solve this issue. This is important if you have several Chatbots and each of them relates to a different…
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Turn off Notifications in Calendar Sync
We are currently using One-Way Calendar Sync. (More on why here: Calendar Sync Needs to NOT Pull in Activities from External Calendar — Pipedrive Community) Our Users have complained that while it is helpful to see their Activities in Outlook, they are being inundated with notification alerts all times of the day related…
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SmartDocs Improvement
I have a couple of clients who use SmartDocs and OneDrive/Sharepoint integration. The principal works for them, but getting down to the functional details, there have been some suggestions. It would be ideal if there is a templates section under documents in the account set up area (not within a deal, contact etc). The…
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Change the "Lead Created" Date
We need the option to change the "Lead Created" date to a custom date. Leads that are added into PipeDrive or converted from a deal, should not always have the date that the action was taken. Changing the "Deal Created" date is simple, but there's no option for changing the "Leads Created" date.
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Customer Portal
We need a customizable Customer Portal as part of Pipedrive.
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Double Emails Sent to Clients?
I have noticed that when someone books a meeting through Pipedrive Scheduler, they receive two emails. The first is a confirmation from Pipedrive scheduler, followed by the calendar invitation which has already been pre-accepted. This seems extremely repetitive for trying to appeal to prospective clients. Is there a way to…
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Texting Integration Advice Needed
I'm struggling to find a texting integration that will do the things we need: * Need to be able to port my two phone numbers to them that we have used and marketed for years (we do not want new numbers) * Need to be able to text right out of Pipedrive to a contact; I don't want to have to go into another app to text out *…
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Office 365 one drive integration and file mass download
Hi, we just started to use the pipedrive. We don’t use google drive, we use business Microsoft 365. So we use office 365 one drive. Is it possible to develop your system to integrate one drive for file uploading? How can we get access to all our uploaded file to pipedrive? If we want to download all uploaded files for all…
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Have the option the mark as done the the recurring tasks from an external calendar
Since Pipedrive doesn't offer recurring activities right now (and from what it seems it's something that has been pushed for more than 3 years - it's probably pretty complex to implement! - no judgment). It would be great to have the option to keep track and be able to mark as done the the recurring tasks from an external…
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Better Email unsubscribe details
I think that the data available in Campaigns is quite poor at the moment compared to other products and other CRMs with similar functionality. When clicking on a campaign I can see how many people unsubscribed - I can click that and see a list of names, but there should be some customisable columns there so I can see…
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Suggested results when linking people/companies
There is quite a few scenarios when you are linking a person or a company to an activity or otherwise where the suggested results could be much improved. For example, if I am adding an activity (say a phone call) on a company and the company has 3 people attached to it and one of them is called Mark Smith. When I start…
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Recurring Activities on Calendar!!
It would be great if the calendar had an option to add recurrent activities! I struggle a lot with this because some times we need to add a recurring activity and need to add it manually. For example, if I need to add to my calendar a meeting with a client that happens every Monday of each week during 6 months, I have to…
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Create a recurring task
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
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Automation logic that allows for paths. Like zapier.
Zapier allows users to create one automation from one source of information where you can determine the action based on a set of rules. Not just a single line, but sort of a fork. Attached a picture below:
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Birthday Task Automation
it would be helpful to be able to generate tasks for a certain amount of days prior to a field date. For instance, I would like to create a task to be generated to remind me to send out a birthday card to clients 5 days prior to their birthday.
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Merged: Needs Native Birthday or Date Reminder
This discussion has been merged.
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How to get rid of non-deal related items in Emails and Activity reports?
Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way to…
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Microsoft 365/Outlook Email Add In for Pipedrive
Hey, When are Pipedrive going to launch the above? Apparently, there is one for Google Mail but not Outlook. The vast majority of other CRM/Competitors in the market offer this. I know because we have conducted a trial of a few of them (and we are staying with Pipedrive because of the customer service is excellent!)…