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WebDav and CalDav Syncro
Hello Everyone, I really like Pipedrive, but I have my contacts and calendar account on another server that doesn't belong to Microsoft or Google. I would like to be able to sync my contacts and calendar using WebDav and CalDav. Can you give me suggestions on how to resolve this?
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First Name and Last Name
Hi, Is there a way to have two separate fields "First Name" and "Last Name" when adding a contact? As far as I can see, a single field "Name" pops up and later on Pipedrive splits it into first and last name. I would like to enter single and last name separately. This would help in some cases, especially when I only get a…
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Beta testers wanted: Multiple labels for Contacts
Hey Pipedrivers 👋 Our product team is looking for testers for the new multiple labels for contacts update, also known as multiple tags for people and organizations. How can I join? Please let us know in the comments if you’d like early access to test this feature and provide user feedback. The product manager will then…
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Lead placement help in automatic mode
Hello everyone, I hope someone can help me! I need to figure out how to automate some processes but at the moment it's all so complicated! My leads come from ClickFunnel (Outbound) and Calendly (Inbound) I've already created the two stages in the pipeline and downloaded Calendly and Zapier integration! but I need leads…
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Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…
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Contacts Required Fields
Required fields need to have indicators visually or audibly so they get fixed as the are put into the database via website or import or however. It only does this when you add one person for example. You cannot save it until it is properly put in. There needs to be something like this for the rest of the database so that…
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Streamline adding new contacts after meetings
Adding people from a meeting to an organization after a sales meeting seems like a fundamental and super common thing. It also seems like it would be relatively easy to automate this from the calendar view (add all participants as contacts and attach to an organization). Currently it seems like the only ways to do this are…
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How to link an email to a deal when it's linked only to a contact?
Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous…
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Lead vs Contact
I have been a small business owner for a while. I do not understand the difference between "lead" and "contact" as it pertains to Pipedrive CRM. I have looked for help articles and cannot find information. Most importantly, how does the differentiation: * Affect the way I use Pipedrive? * The way I enter or upload my…
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Best Way to Remove Email from a Contact Who Has Moved but Retain Email History
We are trying to clean up our contacts and noticing that we know some people have moved and their email is no longer valid, but we want to retain the history of that email dialogue with them in Pipedrive. Is there a good way to remove email of someone who has moved but retain that dialogue? Maybe a way to mark an email…
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Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
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Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
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Automatically fill a organization description
Is there a feature or function that will automatically add certain organization information in Pipedrive? I had this feature in Hubspot and thought I had read it could be done here, but I haven't been able to source the location within the support or community. Thank you
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How Can I Automatically Create an iCloud Contact When I Create a PipeDrive Contact?
I want to automatically create iCloud contact when I create PipeDrive contact. In other words, I want to keep my iCloud contacts in sync with my PipeDrive contacts. If possible, I'd like this to be two-way, so if I change something in one app, it automatically changes it in the other. What's the best way to do this?
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Adding ability to make organisations and people historic without deleting them
Hello! We have noticed that there is currently no function to make an organisation or people contact historic. You either delete them from Pipedrive or have to leave them as a contact. If we delete them from Pipedrive, we lose their associated data, emails, history etc. The same as if a business is no longer trading…
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Group organisation contact details in one place
I'm finding it frustrating that I'm not currently able to group an organisation's contact details in one place. I want the phone number, address, email and website in one field group. At the moment address appears in Summary and there does not appear to be an override to that. (Screenshot is our customer demo account) Note…
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New to Pipedrive, Questions in body
Hi! We have been on gohighlevel for a year and customized it with numerous webhooks, integrations, and automations but it just isn't working for our growth. Does anyone know someone who can migrate us completely, we can do ourselves but do not have the time. Phone/SMS apps - we have installed justcall, but looking at…
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Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
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Merge duplicate contacts, but keep them in Outlook with all users
Hi, there, In our organisation we are facing a challenge: three users, all 2-way syncing their contacts with MS Outlook. Once you merge f.i. 3 contacts record synced from 3 different users, there will be just 1 contact remaining in Pipedrive connected to user #1. But.... the records are removed in Outlook contacts from…
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Activities created via automation show up on my calendar but not on the Contacts Page
My Automation creates a activity to "call the prospect in 1 day" I ran the automation today and the call showed on my calendar however not on the Contact page. I was hoping to go to the Lead contact page and see the email that was sent and the activity for tomorrow. Is this an error or does the automation not populate…
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Contact belong to more than one organization
Hi Pipedrive team ~ I am working in the wellness industry where many of our contacts have their own business, and they also belong to another business. We would love to have the feature of being able to add them to two organizations but aren't currently able to do so. I have spoken with your team and the closest thing to…
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Scheduled contact deletion
Hi All, We have some contacts scheduled for deletion in the coming weeks. It has been flagged that some of these need to be reinstated. Is there a filter or action we can use to see the full list of contacts slated for deletion to review?
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Contact Management
Ok, so I am new to Pipedrive and currently on a trial to see how it works into our workflow. I have used hubspot in the past and although pipedrive looks better, I'm not sure about the simplicity of pipedrive yet. Aside from my surprise at how impossible it is to contact anyone at Pipedrive (that bot chat is doing my head…
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Link people from different organizations to a primary source - how to?
I have a primary contact who has supplied additional contacts (potential leads). I would like to: 1) link the new contacts to the primary contact 2) be able to export this data into an Excel spreadsheet Is this possible? Thanks!!
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Adding new contacts
Recently the procedure has changed for adding a new contact in an org. After submitting your contact, there s a new popup for adding another contact. I think its an unnecessary feature. Can we get rid of it please? Or what do other salespeople who work with PD think? Cheers 😊
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Smart Doc creation - adding multiple participant's data - Request to add this please!
Hello! RE. "Smart Doc creation - adding multiple participant's data - Request to add this please!" Situation: As an admin creating template finance proposal document for my salespeople When creating a new template Smart Doc I would like to be able to pull the following fields onto the Smart Doc Template: Contact 1: Person…
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This is now starting to drive me crazy...
I can't get an answer from Pipedrive so I am relying on the community here. The support@ email is replying saying this channel is unavailable and to use the bot which I find completely useless. So... I must be missing something. Surely the point of a CRM is to carry a contact through to a lead, then through to a deal and…
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Undelete contacts
Hi I note I have several contacts that have a creation date that is much later than I know they were created. This date is when I did an automatic duplicate contact merge but there is no history carried forward - thus I would like to undelete the previous contact (history) and merge it so that the history is back as per…
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Save new email contacts to pipedrive contacts
Good morning, I have successfully linked my Outlook account with Pipedrive, and I am curious to know if there is a method to automatically generate and store new contacts in Pipedrive whenever a new sender is identified in Outlook emails. Thank you in advance!