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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 + 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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Merged: Can we have Hidden Fields please?
This discussion has been merged.
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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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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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Choose the funnel for custom fields
Something we miss about Pipedrive is the ability to choose the funnels on which custom fields can be displayed. In the same way as we choose funnels and steps for important fields. When we use many fields for different processes it ends up polluting the users' visualization. This helps to better organize funnels in…
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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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Important Fields Entry on Mobile App.
For organizations like ours that are updating information on the go, Important field data entry is a must. Has this been brought up or even discussed on here? Right now it seems like all important fields do not show up under the deals detail in the mobile app. Thanks !
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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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Problem with the fields
Hello, I would like to know if it will be possible in the future to make specific fields appear when creating offers. For example: * Fill in the field n°1 * If this field is filled in, then make field n°1.1 appear. Or * Fill in field n°1, two possible answers: A or B * If the answer is A, then display the field n°1.1 * If…
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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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Important Fields No Longer Honored after Required is Turned On
The use of Required Fields was a nice addition to the Important Fields that was rolled out a year or so ago. BUT, I've found a big downside: Important fields were great because it showed the user in the details sidebar what fields they need to fill out. I used that as a visual reminder because "Required" fields weren't…
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How to Make Data Fields Only Show Up on Certain Deals?
Right now, data fields pop up for every deal regardless of what the deal's fields say. Basically, I'd like to know how to have a data field only show up on certain deals. Is this possible?
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Deleting/hiding default fields
Hi! Is there a possibility to delete default fields? By deleting I mean not having these fields shown anywhere. Currently, there seems to be a delete option for some of the default fields (eg. Latest web visit and Linked web visitor), but the fields cannot actually be deleted (nothing happens when clicking "delete".…
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Ability to select Deal Status for Important and Required Fields
Apart from the Pipeline stage, it would be amazing to have the ability to configure which Deal Status it applies to. Usecase: When a deal is won, I want to be able to log the Invoice number and the PO number in the deal.
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Merged: Customize data fields
This discussion has been merged.
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Important fields - option to keep value visible at all times?
The important fields are great for gathering missing information. But when we are in a sales conversation with a prospect - it's helpful to know the answers to some of those iimportant fields - perhaps gathered in a previous conversations. The problem is that once the value is entered, that important field is no longer…
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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…