Help / Seeking Advice

Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
Marking Deals as Lost Help
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
Automation cache new fields values and users
When new variables in fields or users are added in Pipedrive, the new values are not picked up by the automations — only the ID is sent via outgoing webhooks. This seems to be a recent change (in the past few weeks or months), and it’s quite frustrating. I reported this to support, and the only quick fix they suggested is…
Upcoming price Increases
What does everyone think of the price jump coming next week? Assuming everyone got the same email I did, the annual subscription cost (at least for the advanced plan we use) is jumping up 60% compared to when we started using Pipedrive last year. Pipedrive said it was because of "New AI features and other improvements" and…
Pipedrive Automation Builder Help
Greetings! We are in need of a developer or Pipedrive expert that can help us create automations and properly set up our account. How should we go about this?
Why has no one at Pipeline responded for months, re: deceased account member
My son passed away in February, last year, and I am the legal administrator of his estate. Because of complexity/complications, I was not able to learn where he had accounts or subscriptions, nor have access to his bank accounts until January of this year. Since, I have tried to reach Pipeline multiple times via…
How do we integrate our external API into Pipedrive
We have an external API that currently allows our users to submit a phone number and the API will return phone information, including line type, carrier name, and location. The API is a paid service and requires an account for each user. We would like to add it to the marketplace and add the phone validation option to the…
Best Practices for Managing Inherited Customers in Pipedrive?
Our team inherited a set of customers stored in Pipedrive. Do you have any good ideas on how our team could best manage them? One idea we had is to mark all current customers (who are in different stages, such as lead, contacted, call, etc.) as 'gray' in Pipedrive. We do not know if this is even possible. Then, when…
Can we use Pipedrive to manage customer support tickets too?
Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, customer data is centralized and updated.
Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
Looking for a way to integrate Google Ads and Pipedrive in order to use conversion value bidding
The current situation is my client uses Pipedrive to manually record leads and deals. We're looking to move this along to be fully automated from their website forms. I believe that currently, they are using some kind of WordPress form. My understanding is that in order to build the connection required in Zapier, we'd need…
Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
Where can I find an expert Pipedrive consultant?
I think my install of Pipedrive has become a mess. Where can I find an expert consultant?
Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
Has anyone mastered a pre-built "SnapShot" for Landscaping?
Hi everyone, I'm Anthony a business owner here in Phoenix, AZ. Im looking for the communites input if anyone here is using this software for landscaping. I'd like to know how you have it structured, if you can share your feedback if your in this field I would greatly appreciate it.
Automated NPS email every 2 weeks
Hi there -- I'm looking to set up an automated NPS/CSAT survey every two weeks for active clients and looking for the best way to do it. I've seen Nicereply but also looking for free options. Also looking at SurveySparow that looks promising, but I'm wondering if there is a way to automate the survey email to go out every…
Pipedrive for Commercial Real Estate
Looking for any tips/tricks from those using Pipedrive for their business development initiatives who work in commercial real estate (office/industrial).
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Emails linking incorrectly
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
Rental Business for Photo Booth
Hi! I am trying avoid using another program other than Pipedrive. Does anyone use Pipedrive for running aspects of their rental business?
Automation not working with second instant condition
I'm running into some troubles when adding a second instant condition. I would like an email trigger to occur when a deal is both tagged with a specific tag, and then also moved into a new deal stage. The tagging could happen at any stage in the onboarding, and this would be too early to send the email. And the tag…
Best practice for working with an external PM software?
I am trying to set things up as best as possible from the beginning. Our process is as follows: Receive lead, enter in pipedrive Once lead is qualified, create deal and begin sales process Once a deal is won, we will create a project in either ASANA or TRELLO or MONDAY At the moment, "we" is just me. But that will…
Consultant Reccommendations
Hi, Ive been using pipedrive for a few years and we have a consultant thats coming up for renewal but want to do our due diligence and see who others are using. Please only suggest them if you love them and tell me what you like/why/at least one thing they did well. Thank you so much!
Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
Is it possible for an Automation where updating one Deal, triggers an action to update another Deal?
Hi everyone, We are currently using an automation where we create a duplicate (Onboarding) Deal for an Onboarding Pipeline whenever a Deal is closed "Won." In our business, once we "win" a Deal, it takes 3 months or so to onboard the client and involves several key steps. At various stages of the Onboarding…
Why doesn't my calendar sync properly anymore?
My calendar sync has been working, without issue, for months. Suddenly, starting Monday morning , it is no longer syncing at all. I have disconnected and reconnected the account several times. Cleared cache. Checked permissions. Tested calendar entries on the local calendar (outlook) but nothing has changed. Pipedrive…
Pipedrive for Companies Running Courses
Hi All, I'm working with a Pipedrive client currently, who runs many courses as part of their business. We're looking for the best way to mange course numbers, course attendees, course spaces etc - has anyone setup Pipedrive for this use case previously, and do you have any suggestions?
Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
Do Files Added to A Deal Get Deleted from the synced Google Drive?
I have deals where I will upload pics as files onto the deal and it shows up in my google drive folder. When I delete the deal, the files still remain in the google drive folder. Why is this?

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