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New: Flexible tax and discounting for Products 🧮 📦
Hi I’m Jess 👋 a PM at Pipedrive working on the Products feature, and I wanted to let you know that we’ve just released more flexible tax and discounting for products. What will you get with this release? Flexibly configure the price of your deals with the right tax method. You can now add tax exclusive of product amounts,…
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Making Organisation fields required on a certain funnel stage
Hello everyone, we are building a Pipeline, where we want to have certain custom fields for the organisation to be required. But only when a deal progresses into a certain pipeline stage. Just like you can make custom fields inportant in a certain funnel stage, we want to make certain fields required in a certain funnel…
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Files in Leads
Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
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CRM Developer
I can quickly and effectively set up the sales process setup that you have planned according to your company. I can control CRM tracking, increase your sales and support your sales process with automations. You can contact me via my e-mail address or via whatsapp for a price quote. @--yakupinac17@gmail.com…
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How to filter person/organization existing in two or more deals?
Hello! How exactly should a person or organization that is involved in two or more deals be filtered? For context: I want to remove an inactive pipeline and its deals from Pipedrive, but there are people or organizations there who also appear in some of my other important pipelines. In the 4k+ deals, I have in that…
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Filtering to show deals that recently moved from Lost to Open
I can't find a way to filter deals that were switched from Lost to Open within the last month. I can find status changes, but there is no option to show stage changes.
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Getting started with Pipedrive [VIDEO]
Hi everyone, I just re-recorded my guide on how to get started with Pipedrive, intended for anyone new to Pipedrive and not sure where to start: 0:00 - Introduction 1:04 - What is Pipedrive and how is it different to other CRM's? 3:20 - Navigation 5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)…
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Adding months to the Automation for lost deals
Please add months to the automation for lost deals. At the moment I only can send a mail for 90 days after a deal is lost. It would be great upgrade this to 6 months. This more realistic in B2B cases.
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webhook: products in deal
Is it possible to add an additional type of webhook that will send the updated content of the products in the deal. I need to set up the transfer of information about products added to a deal to my system and I would not like to regularly poll the API endpoint GET /v1/deals/{id}/products
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Products Data in E-Mail
We have a customer who sends current prices of his products to dealers via e-mail. Unfortunately, you have failed to make the product data fields accessible in emails. Option 1: Show the products assigned to a deal Option 2: Search for a product and insert the data directly into the email.
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Adding products of a deal to automated e-mail
Hi all, Whenever our sales team creates a deal in pipedrive they have to select the products/amounts they have sold. Once the deal is won we have an automated workflow in which there is a mail sent to our distribution center. Currently, the sales team has to write down the products they have sold in a customized field…
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Uploading attached products to Deals
Not having the ability to upload attached products to (past) Deals is a real headache because it means we can't get any meaningful product sale data out of insights. We barely use the insights functionality because it's so limited but one report we do need is product (and product category) sales. With all of our previous…
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Participants / Email Templates
Pipedrive is a great tool, it needs a few additions that will improve the UX. Deals / Projects are completed by Multiple Team members. It's never 1 person's show. Now that we have multiple team members involved then we need all their contact info available as part of the Deals / Projects / Email Template For Customization…
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Following deals board
Hi, from time to time there appears a need in our company to have a filter of the following deals on the Pipeline as it would help to following interesting deals more efficiently and react quicker. Do you have such a functionality in your backlog? Thanks! Dalia
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Modify the colors of lost deals in the sales funnel to light red for better visualization
Tip: Modify the colors of lost deals in the sales funnel to light red for better visualization (just as earned deals are visible through light green)? I really believe it would make it much easier to visualize the deals in a sales funnel.
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Excluding VAT with dealproducts
Hi all, In this article there is a screenshot with the options: * Including tax * excluding tax * no tax But in the article itself there is no paragraf about excluding tax and there is no excluding tax option in my pipedrive. Is there an setting that i cannot find? (I have pipedrive in Dutch)
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WebForms related to deals
It would be create if it was possible to link WebForm to an existing deal. Case example: Deal movest to "meeting scheduled" -stage. Then few days prior the meeting there would be an automatic email with WebForm for the prospect to send us some background information. Now that would create a new lead/deal.
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Automation to link contact to new deal
Has anyone figured out how to link a contact to a new deal when setting up an automation to create a deal from an existing organization/contact? For example, right now I'm importing contacts/organizations from a manually scrubbed lead spreadsheet and then have an automation setup that creates a new deal when a couple…
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Lead Assignments by Region or Country
Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.
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Is there any API function to retrieve Enum/Set Custom Field Values
Hello everyone , I noticed that when we retrieve a deal using the API endpoint /v1/deals/{id}, the returned dictionary includes the custom fields and their values. I can retrieve the keys of custom_fields using /v1/dealFields, but I'm having trouble finding an API function that can provide me with the list of custom field…
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New Automation
Asked this question earlier to a Pipedrive representative and they suggest i post on here to get the feature upvoted: I have a custom field in my deals that states when a quotation is required by. Is it possible to have an automation that sends me an email a week before the quote is required and the day before to ensure I…
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How do you create one singular Report that shows number of emails sent & Activities actioned
Hi all, I am looking for a way to create one Report that shows the number of emails sent & Activities actioned over a specific period of time on all deals in my Pipeline. EG: All Activities (calls, notes, meets) AND emails sent (via Gmail integration) during the month of April. Thanks! Alex
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Pipeline stage dates on start of using Pipedrive
Hi! Is there a way to adjust Pipeline dates? I started to use Pipedrive couple of months ago and would like to add old leads to Pipedrive with actual start dates. Now the number of days from lead to deal is showing too few days. I managed to adjust Deal generation date, but that does not affect to number of dates to get…
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Pipeline View
Is it possible or are there plans to make it possible for users to see a consolidated view of multiple pipelines? For example, lets say I make a separate pipeline for 3 different service lines we offer. Each sales rep sells all three but the sales rep has the ability to just view a single service pipeline or see the deals…
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Calculated Fields
Allow for use of a calculated field in a formula for another calculated field. For example, Say I have three manual entry numeric fields that have been calculated into a calculated field called "Total". Now I want to use that total value to multiply by a pricing factor (which would be entered in a separate field) to be…
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View that blends Leads and Deals
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.
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How do you work with deals?
Hey together! I am just wondering how you all work with different Products and Deals? The case: We have different products. Do you create for every product a single deal? e.g.: Deal1: Product a - Customer 1 Deal2: Product b - Customer 1 and so on.... Or do you work with one deal per company / customer, including all your…
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Multiple Contacts in Deals and Projects
For all the more complex sales situations and projects you are going to have multiple contacts. You are going to want to communicate with these differently and are going to want to do these using automations. For example on an Onboarding Project you may send a welcome email to the person who bought your product, a…
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Pages not displaying
My pipelines are displaying, but when I click on any deals I just keep getting the 'page loading' clock. Pipedrive has been fairly bullet proof for me for a couple of years, but it seems to be struggling and the Help function is not giving me a useful response. The issue started last week, and I have not managed to get…
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How to predict won dates?
I was wondering if any of the more technical users have implemented a helpful algorithm for predicting the Won date of a deal? My current draft: Remaining days in sales cycle = average # of days deals spend in each of the next stages in the pipeline + # of days usually spent in the current stage - # days spent in this…