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Ideas on how to make sure that all criteria's are met for advancing a deal to next stage?
Hi, I'm new to Pipedrive. When taking the default look at the "add deal" page, it have nice basic fields (or is it attributes?) to describe the deal. But I haven't found a way or understood how to make sure that the sales person has acquired all necessary info to advance the deal to the next stage in the pipeline. Info…
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"Required" Custom Fields insists on being Required when Deal is Won. Why?!
I've "grown up" in running my business with Pipedrive over the last 5 years, and the thought of using a different CRM is like changing where I get my coffee every day. But there are so many frustrations which seem to make no sense? What am I doing wrong here... Why is it that I can't make a Custom Field as 'Required'…
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New: Improved permissions + custom fields
Hi Pipedrivers 👋 I’m excited to share some product updates to help you tailor your team’s data based on roles, safeguard sensitive information and enhance your focus in 2024. So, what’s new? Better pipeline visibility controls – keep your data safe by restricting pipeline visibility to relevant teams and roles Clearer deal…
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Phone number validation
We have partners whose sales teams are inputting digits other than just numbers into phone number fields. This not only effects data quality but it prevents VOIP phones from calling the number. It would seem sensible to add some verification to the phone number field that it is, in fact a phone number. As a starter we…
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Important + Mandatory Fields -> Also for WON-Deals
At the moment Important + Required Fields are useless for our use case... :-( * The Important Fields Sidebar disappears after a deal is won/lost. Why? There seems to be no reason for that behaviour. Even after Deals are Won/Lost important information should be completed.. * Also, I cannot select a Required Field, without…
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Custom fields - ERROR - "Required" must be in "Add view"
Hi, when I check that some field is „Required“, eventhough it is required in the later stage of the sales process, it can`t be unchecked from the „Add view“. This makes the add view quiete messy with a long list of fields, which are not requiered at the moment of adding a new deal. Thanks for looking into it!
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Allow the use of SYSTEM FIELDS in e-mail templates
Hello, it would be really great to have the possibility to use SYSTEM FIELDS in e-mail templates and other places. I'm talking here about fields like Deal ID. It is currently sort of possible by using automation and custom fields (on deal creation update our custom field with the real Deal ID and then use the custom field…
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Need to identify document attached to deal
I need to identify certain documents inside a deal. Like: Drivers License, Signed Contract, Insurance certificate, etc. Pipedrive by default allows me to upload files but beyond the description I cannot select what type of document it belongs to. I need to have this identified to later send through an integration to the…
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[Feature Request] More fields available in e-mail templates
The email templates feature is missing many important fields and could be extended. For example: Deal ID - i would like to add the deal ID in the email Subject (for example) or use it in a link (see next suggestion). By saying Deal ID I'm talking about the number at the end of https://contoso.pipedrive.com/deal/428 Other…
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How to import contact or lead "notes" with freeform text from a tradeshow CSV file
Hello, we took notes on leads via a tradeshow scanner app and want to get those notes into pipedrive when we import the list. There doesn't seem to be a notes "filed" on either the lead or contact record, even though you can manually log multiple notes within pipedrive. Do you know how we can get this information into…
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Insert URL fields in mail
It would be great to be able to directly integrate a clickable URL link in an email (via an automation flow) sent to users so that they can, in one click, fall back on the prospect, business or organization sheet.
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Free LinkedIn to Pipedrive Contact Importer!
Import LinkedIn contacts to Pipedrive in a click LinkPort- a free LinkedIn to Pipedrive importer lets you add LinkedIn contacts to Pipedrive in a click. You can fill your Pipedrive CRM with unlimited LinkedIn contacts without any manual work. Here's a video on how LinkPort works with Pipedrive P.S - LinkPort is free for…
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Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
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important fields: clicking on add value doesn't activate field
Hi, whenever I want to add something to a field in the "important fields" section and I click "add value", it activates the edit-mode but the cursor is not jumping into said field. I need to click into the area before I can enter anything. If I don't and for example type the letter "n", a new note opens. In other parts of…
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No Reference field when creating invoice into Xero
I am connecting to Xero successfully and I have noticed there is no field for reference when I go and create an invoice within Pipedrive. Am I missing something? Ideally I want the Deal ID to populate the reference field in the Xero invoice. Zapier seems unable to do this (edit a draft/submitted for approval invoice) post…
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Asking advice on filling pipedrive fields #data
Guys, I have a challenge here at the company. How can I ensure that a specific, very important field is always filled in? I already set it to Required and Important within Pipedrive, but I found "holes".
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Free LinkedIn to Pipedrive Importer
Here's some exciting news for you! Klenty has released a free LinkedIn to Pipedrive Importer- LinkPort exclusively for Pipedrive users. With LinkPort, all your LinkedIn contacts are just one-click away to enter the CRM. All you need to do is download the LinkPort Chrome extension, update fields like Contact name,…
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Compulsory Fields when winning a deal
Hi All, Is there a way that you can add compulsory fields to be completed before winning a deal on Pipedrive? We are struggling with our sales team to complete certain fields and we sync these contacts to our Mailchimp audiences for marketing and notification emails, and need to ensure that for instance: contact info Email…
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Multiple Pipedrive work flows with separate or unique Detail fields
Hi Pipedrivers. I'm trying to run 2 brands from the one instance of PD. I'm wanting to capture different information that is relevant to those brands. Currently I have to separate instanced of PD and its effecting our ability to cross sell / capture client data. I'm wanting to combine instances, but under separate…
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From a Pipedrive Pro - How to Declutter Your Detail Views 🧹
https://pipedrive.hubs.vidyard.com/watch/GS2snPwVvZCdJSnRjBSyGZ?In this tutorial, our Pipedrive pro @Luiza Salomão demonstrates how to use Important Fields to declutter your detail views by hiding all fields except the ones that matter during that specific stage of the sales process. 🔔 Be sure to check out the full Learn…
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Mandatory and Important fields should stay active when the deal is won because some fields must be f
Mandatory and Important fields should stay active when the deal is won because some fields must be filled-up once the deal is won and not before
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Required fields update 🚀
Since this week you'll be able to set wether certain fields are required when marking a deal as won or lost. This update will help make sure all necessary information is there when closing deals. Read more about required fields here.
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LinkPort major update
Hey guys, Here’s an exciting update for LinkPort! All Pipedrive users can now start importing contacts from the Sales navigator as well apart from regular LinkedIn. You can also create your own Pipedrive custom fields for LinkedIn contacts and start importing in a jiffy! Haven’t you downloaded it yet? Go ahead and get the…
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Free Tool Alert !!
Are you someone who hunts for leads on LinkedIn all day? If you’re one, trust me, I know how mundane it can get to copy-paste LinkedIn contacts to Pipedrive day in and out. I have a crazy, free solution for you!! LinkPort - a completely free Chrome Extension that lets you import LinkedIn contacts into Pipedrive in a click.…
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Merged: Deleting/hiding default fields
This discussion has been merged.
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The important fields function in Pipedrive is really nice. Has anyone found a way to create an autom
The important fields function in Pipedrive is really nice. Has anyone found a way to create an automation to send e-mail or slack notifications where deals are missing information in those important fields? Alternatively does anyone know if it possible to create a filter to highlight where the important fields are missing?…
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Important fields is here ⚡️
26/02/2019 "Your Pipedrive is only as good as the customer data fuel you pump in." During a sales process, there is a lot of data that needs to be collected over time while working with an organization, a person or on a deal. For example collecting contact person preferences on something, filling the birthday, marking down…