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Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…
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How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
How can I add saved snippets in my emails on Pipedrive? The email templates would not do the job.
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TIMELINES.AI AND OTHER INTEGRATION
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in the agreement. You can send automatic whatsapp messages to customers who apply to you and increase your sales. My company, which made 70 won…
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🔔 Stay in the loop of what matters to you, and leave out the noise
Pick what and how you want to hear from the Community: ✅ Click your profile picture > Account & Privacy Settings > Notification Preferences > Tick/untick the boxes for email and in-app notifications Nice and simple - now with a more intuitive design!
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Email Signature showing gray lines everywhere when sent to clients.
Hi, I am wondering how I can get the gray lines to disappear when pasting my html email signature into pipedrive. It looks horrible when the client sees this. I saw a post from 3 years ago talking about this. Is this still an issue after 3 years? I am new to Pipedrive so I do not know if this has been resolved or not.…
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🇺🇦 In support of the people of Ukraine
Our hearts are with the Ukrainian people who are bravely protecting their country and fighting for their freedom. Among them are the families of many Pipedrive employees, customers and partners. As the war has escalated over the last week, we’ve been working hard to ensure that we do our best to support those in need. We…
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Live Streaming, o futuro do E-commerce?
https://ferramentasdorainmaker.com.br/2020/09/22/live-streaming-o-futuro-do-e-commerce/
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New feature: Sales Docs available for users in Advanced and Professional 📄
Sales has evolved. Have your docs? You can now send trackable quotes, proposals and contracts from Pipedrive with our newest feature: Sales Docs. Know for certain who’s interested and when to follow up to close your deals faster. To give it a go, simply head to the new ‘Documents’ tab in any deal. Either create new docs or…
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How do I create this type of field?
How do I create this type of field?
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Different plans for different seats
My team and I want to figure out what the best plan for us is, but realized we only need one seat with management capability and the other seats don't need as many features. If there is a way to have different users under different plans it would be extremely helpful.
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Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
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Pipedrive Named Best Real Estate CRM Software of 2021 🏆
Pipedrive was ranked among the most proficient solutions for managing clients and tracking sales activities in the real estate market. Digital.com, a leading independent review website for small business online tools, products, and services, has named Pipedrive among the best real estate CRM software of 2021. The top…
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When sending an email to multiple contacts, would it be interesting to know which contact opened the
When sending an email to multiple contacts, would it be interesting to know which contact opened the email? At the moment you can only know if "someone" has opened the email. The only way to know the person is to send mail one to one.
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Show all deals that I follow
Hello, I'm frustrated that I can't simply create a Deal filter for all deals for which I've clicked the Follow button. I just had this confirmed by Support that you do not offer this currently
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Client Caching
I have a company with <5,000 entries (contact + org + deal). The tables constantly reload on scroll, and I've found it easier to export + re-import to do bulk edits. A front-end cache would improve common-case user experience. Guard rails on the max size would fall back to current usage for large-database users.
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Hi, I am having problem to login to my account. or is there any way I can change my password so that
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Possibility to upload your company logo in the top left corner
For example the video below is of phoneburner ( a dailing software) that allows you to change out the logo so the company thats choosing to use their software feels more pride in using it over competitor dialing softwares. I was thinking of how companies can make this platform (pipedrive) feel more "at home" for the entire…
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Customer Account Management
Pipedrive is a phenomenal tool for organizing leads and driving sales, though I feel it's seriously lacking the ability to handle customers once a deal has been won. We are an e-commerce business selling globally, and I would love the ability to segment my customers and distributors and manage them all within Pipedrive. Is…
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New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
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Alguien necesita comunicación en Español?
Ya está abierto el grupo de Pipedrive Español para tod@s aquellos que prefieren comunicarse en el maravilloso idioma de Cervantes :-)
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Where are you based in New Zealand?
Hey team, big Pipedrive fan here - great product and team behind it. Thought I'd make a post just to build this New Zealand sub-channel and see where everyone is based? I work for a local manufacturing and HaaS company based in Dunedin! We're a small team of 16 mostly based here in NZ, but also an office in Europe and USA.
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Gathering feedback about navigation (CLOSED)
Update: This research is now concluded; thank you for your participation. Hey dear Pipedrivers! 😊 We are currently researching how to improve Pipedrive navigation. For that I would appreciate your input. Have you faced any issues with navigation in Pipedrive? Have you struggled with finding something from the menus? Do you…
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Onboarding Best Practice List
Hi All - just wondering if anyone has a onboarding process for setting up Pipedrive? Thanks. Rob
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CLOSED: Your Pipedrive journey - Conversation about where and how did we help to boost your business
Edit: Research concluded, thank you all for your interest. I would love to hear your story about your WHYs = motivation to start using the CRM tool and the "business boosting" effect you see/track/measure in your company since you use it 🤔 Please share: Your onboarding journey with Pipedrive, your wins and struggles during…
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Welcome to Pipedrive Community 2.0!
We're excited to have you in our new house, which we've made more functional, comfortable and intuitive for you. Please let us know your thoughts and suggestions in the comments, as we have exciting improvements lined up to make your community experience better. Cool new things you can do: Ideation: a dedicated space for…
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Data Security: Renewed ISO, SOC2 and SOC3 Certificates 🔐
Pipedrive has successfully completed audits for its System and Organization Controls (SOC) 2, SOC 3, and ISO/IEC 27001:2013 certificates. The combination of ISO 27001 and SOC 2 and 3 is a clear indication of the company’s commitment to transparency and continuous improvement of the information security management…
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Are you missing out on our language groups? 🇫🇷 🇵🇹 🇪🇸 🇩🇪
Each country has its characteristic way of doing sales. Learning these tools of the trade can be a dealbreaker, and sometimes only someone who’s walked that road can advise you. Did you know we created dedicated language groups for you? Join as many as you like: because you’re based there you do business there you want to…
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Adjust your community notifications so you never miss any alerts 🔔
You can customize your notification settings from your profile: Click your picture to the top right corner of the screen and select Edit Profile 2. Select Notification Preferences from the right-hand list of options: 3. Use the checkboxes to set which notifications you want to receive and how (Email, Popup, or both). Or…