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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
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Filter for birthday-lists
Hey there, we have a custom data field in which we fill in the birth date of our contacts. If we now want to get a list of all contacts with birtdays in August for example, there is no possibility to create a usefull filter. If i filter for this data field i can only search for the exact birth date, not the annual…
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Add contacts faster
Hey team, It would be cool if there is a feature that when you add a contact you just make a photo of the business card or a screenshot of the email signature and it automatically will be saved as a contact in pipedrive
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企業メアドの登録について
info@のような企業メアドの登録をされるとき皆様どうされてますか？ info@で人物立てたほうが良いのでしょうか。最初組織に企業メアドのフィールドを追加して運用してたんですが、外部連携するときに人物にいないので不便なケースが出てきました。
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Hi I sell a lot through partners and would like to have the same contact person both be on the Partn
Hi I sell a lot through partners and would like to have the same contact person both be on the Partners Company and the Customers, The sales person differs from case to case., eventhough same partner eg. . BUT is this possible? To day I use a custom field for source (Partnername), but that was meant for company name level.
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Tying multiple contacts on deals to deal items
Hi there! I've run into an issue where I have multiple contacts on deals and I'm only able to add one person to a deal. This is especially problematic with the email integration, I'm having to manually add emails to deals every time I talk to someone who's not the singular person I've added to the deal. For example, I…
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Assigning multiple contacts to a lead
Hi there, I have many cases of working with multiple contacts within the same organisation on a single lead. At the moment I can't see a way to assign them all to one lead - when I import the people, despite the Lead Title being the same for all 4, it creates 4 separate leads in the system. What would be the best way to…
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Add note to phone number or email
Hello, a lot of our clients have multiple contact information (multiple phone numbers or emails) and distinguish them with 'work,home,mobile,other' is not enough for us. Is there a way to annotate phone number or email? Or do you plan it in your roadmap? Thank you. Maros
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Add Leads Panel to Client and Companies.
The Leads Section is looking very good, but before I would be able to use it I would love to see a Lead's panel in the Client and Companies info. Currently If a client has 2 projects in Deals and 2 in Leads, there is no way of knowing that that client has leads by looking at the customer's info or their companies info.
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Feedback, need archive fonction for contacts
Hello, I am currently cleaning up our pd CRM. Here is my case example, I look into a company into our pd. We did project with someone but the person is no longer working into the company. I don't want that person to stay active but I don't want to lose tack of the past exchanges on projects. There should be a way to make…
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Who would love to have an email validation option? This would facilitate keeping the DB clean from p
Who would love to have an email validation option? This would facilitate keeping the DB clean from people who moves out.
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Lead Information in Sidebars
When can you reach a lead from the sidebar of organizations and people? It's quite misleading without it, as Deals are shown there but not Leads.
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deleted contacts filter
Deleted contacts need a filter so they can be viewed later. Hi all when you delete bounced contacts you cannot filter to relocate later. Deleted contacts should be able to be filtered so you can restore them later when you find out where they have found new employment
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Adding automatic GPS coordinates
it will be very helpful to add feature that could based on GPS system from phone automatically fill such data in pipedrive. This is a great value while converting lead from PD to CRM and logistic system, as sometimes addresses are not very precise (or there is a typo done), while GPS is.
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Using first name and last name from name field
Hi I use a typeform to ask for first name on one question and last name on the next question, then import into pipedrive's first and last name fields via zapier. Ideally I'd like to ask for the person's full name in one question, not two, but still be able to use just the first name for sending emails from pipedrive (Hi…
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Email to multiple contacts.
It would be very helpful for us if there was an option to send an email to all the contacts listed in the "Participants" section with just one click. We often need to send to over 10 participants and currently we need to copy and paste each individual email into the email.
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Help with emailing prospects through the "contacts" page
Hi. Thanks for your help. I import prospects into Pipedrive and then email them through the contact email feature. Pipedrive only allows for 100 emails at a time and I often import more than 100 prospects at a time. What is the best work around for this situation? I'm still pretty new to Pipedrive and am not very tech…
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Organizing People in SaaS Sales process
Hi, we provide a SaaS solution either directly to the customer or using sales partners. Even if we sell using a sales partner, we are in direct contact with the using customer. In one extreme case, a single person at a customer is my direct contact in one project and indirect contact (via sales partner) in another project.…
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Sync all klenty contacts
Is it possible to sync all Klenty contacts as well as past activity to Pipedrive? I'm using Pipedrive for follow up and having this readily available would be a huge help. The same is also true for tracking web visitors. Thanks, Tagging @Vengat Krishnaraj for help.
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Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
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Merged: Linking People to multiple Organizations
This discussion has been merged.
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Adding a contact WITH phone or mail but without the name
I was wondering if there is a way to add a contact with phone/mail but without the actual name We're active in real estate. During prospection, in some cases you found/have the phone number or mail but not an actual name. However, when adding a contact to a deal, a name is an obligated field. Consequently, our agents put…
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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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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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Changing Timezone for Client Call Calendar Invites
So like most we do a lot of zoom calls with potential clients. We deal in multiple timezones and was wondering why there is not option to send invite with their timezone set instead of my timezone set. For example if we are in Central and the client is in Eastern. I don't want their invite to say "2pm Central" I want the…
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segmenting customers
Hi I am evaluating Pipedrive and need to be able to segment customers. For Example, I will send a different type of email to a customer that is technical compared to one that is business orientated. and at times a customer will be both. Is there a way of doing this? My previous CRM let me add multiple tags that I could…
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Finding or restoring people who have been deleted
Hi Wondering if its possible to find out any CONTACTS which have been deleted by another user. there is no way to filter on STATUS of a CONTACT and thus how would i find if an employee has removed them accidentally or not and then restore them Thanks
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Org Charts
What org chart solutions are some of you using and are you integrating with PD? Ideally there would be an org chart builder under the PD Organization that a user could drag and drop names into. Any talk of this feature being added? Or is there an app in the marketplace I'm overlooking?