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(CLOSED) Attachments / File uploads in Web Forms are coming soon!!! 🚀 🎉
Update 12/12/2022: No more applications are being taken for this beta test. Thank you to everyone who applied. We are slowly but surely finalising new feature in Web Forms - File uploads (attachments) 🎉 And we are looking for first enthusiasts 👩🏻💻🧑🏽💻👨💻 to test it and give us their feedback. Looking forward to hearing…
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About having different chatbot playbooks for different actions
First of all, a simple introduction: I am not a programmer, I am from sales and marketing. I have 3 or 4 WordPress forms implemented in our website. We use them to collect leads that later we move to Pipedrive Prospects manually. So, I want to implement the Pipedrive tools to create the prospects and leads in a better way…
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Leads inbox needs "Choose columns"
The Leads inbox is missing the gear that appears in most of the other lists that allows you to choose columns to personalize your view. It's a problem that I can't see the organization, phone number, or job title, etc.
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🆕 Campaigns: Feature Updates and Roadmap
Hey, Pipedrivers. It's been a quiet few weeks from our side, but we are back with some updates. 🚀 Feature Updates Live: 🌱 * Email personalization is a winning strategy! Now all Person custom fields are available inside the email drag and drop editor as merge fields. This way, you can make sure your email campaigns feel…
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Embed of webforms in your website is not working.
You might think, you are able to embed a webform to your website. Especially when you see this: You are wrong. This is not working and when I asked the support why, they asked the dev team and came back with the following answer: "I have just received feedback that you have discussed this with another colleague of mine,…
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Leadbooster does not work.
Chatbot appears with white frame. Livechat is not available in the mobile app but shown in any video of Pipdrive. Webform cannot be embeded on a homepage in dark mode. You cannot upload your own fonts and use them.
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Required fields are not required
Hello, I made in Contact "required field", but it doesn't work. When I'm trying to make a new Lead, where I need to fill as well information about the Person/Contact, so it lets me go without writing down the "required fields". Thank you for your answer.
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Turn Off Leadbooster Section - Remove Campaigns and Projects icons
Hoping someone can help here. I am not interested (at the moment ) in Leadbooster nor am I interested in the Campaigns or Projects which are all paid service options. I would like the option to hide these as they are just eye graffiti to me that I don't want, and, I don't need to be reminded constantly about paid services…
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Preventing fake/false submissions with lead capture forms?
I'm looking for advice or recommendations on how to resolve a problem: We have a WordPress website with a "Contact Form 7" plugin connected to PipeDrive via an API hook. These Contact Form 7 forms exist on nearly every page of our website and act as Lead Capture Forms for our business: People who submit the form become new…
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Prospector Custom Field Syncing / Add Job Title Standard Field
I'd like to propose 2 changes (if not already suggested) that are related to one scenario I've run into. Firstly, I'd like to suggest adding Job Title as a standard Pipedrive field for Contacts. Secondly, I'd like to propose the ability for Prospector to automatically pull in data that matches custom fields. Scenario - I…
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Prospector Company Name Matching
Currently, you need to know exactly how Pipedrive stores a company name and search precisely for that if you wish to search for leads at a specific company within Prospector's search/filter function. It does not pick up partial or keywords within a company name. This makes prospecting a lot more time consuming, especially…
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Can I have hidden web form fields?
I'm testing the lead booster web forms feature to streamline our lead generation process. We need to send some lead custom field values that shouldn't be visible in the Contact us form. Do web forms support defining custom lead fields as visible/hidden? Can we set the values for hidden custom lead fields programmatically?…
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LeadBooster proposal
Hi guys, LeadBooster such a great function, i really love it! But a very important thing that LeadBooster benefits from is the ability to receive instant alerts when a user requests LiveChat. I found an event in the API "conversationEnded". This is good, but there is a need for a missing event "conversationRequested". This…
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WebForm Request to configure client confirmation email
Hello, We think lead webform have a missing feature: ability to add and configure and automated client confirmation email. is this something in your roadmap? Kind regards, Gilles.
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WebForm QR Codes
I have a separate QR Code creator, but it would be nice to have a QR code generator in the Share and Embed section of Webforms.
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Smarter design options for the Chatbot playbook?
The chatbot is great!! Though I'd love to have more flexibility when designing the playbook, for example: * The option to drag and drop cards to change their order (the same goes for the web forms actually!) * The possibility to merge two/several lines, so that they continue in one line (right now the line can only be…
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Lead Scoring
Hi all, Is Pipedrive actively working on a native lead-scoring system within Pipedrive? I feel like this is an extremely important feature that other CRMs have had for a while now. Pipedrive is a sales-driven CRM and not having a native lead-scoring feature really lets it down. We really don't want to use a third-party…
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Leadbooster Tracking
We just implemented Leadbooster on our website - as an aside this is a fantastic add to Pipedrive! We've designed our messaging tree/questions and launched it on our website. I can see in Pipedrive how many people clicked on the chatbot since we launched it, however we have not received any Qualified Leads through it yet.…
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Hi, how can I track the click event on the LeadBooster chatbot with Google Tag Manager?
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[Webinar] Lead generation and management topics
Hello, dear community, I'm Ruslan, Product Marketing Manager at Pipedrive. Together with the product team, we're planning to conduct a series of webinars dedicated to lead generation and management best practices, tips and tricks, automation etc. That we believe will help our clients to streamline their processes and…
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Live Chat Playbook reporting - definitions
Hello Community, Can anyone please explain the definitions of 'viewed' and 'clicked'. I've just launched Live Chat on our website but wanted to confirm what these results meant. Thanks!
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Live chat - post chat survey
Build in post chat survey to receive real time feedback on how customers are finding the company's service vice the LC function.
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Live Chat - Built in Profanity Filter
Hi PipeDrive! My company recently started using the Live Chat feature on some of our website pages. What I would like to see from PipeDrive (& what I know other live chat providers offer), would be a built in profanity filter that did not allow the chatter to submit rude or derogatory words towards staff. Cheers, Greg.
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Intercom or Pipedrive for Live chat?
Hi, can anyone help, I am / was planning on moving everything into pipedrive, I've been using it for a while to manage the deals side of things and see the insights, but I am trialing the lead generation side of things and especially the live chat via leadbooster. We currently use intercom, and there is lots I like about…
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Improvements in Web Forms - Volunteers for testing WANTED!!!
Dear community members, Are you Web Forms users? Would you like to help us with new improvements in Web Forms and give us your feedback? We’ve been working on some improvements in our Web Forms. We are looking for users who would share their feedback with us. We need approx 45-60 minutes of your time. In return, we will…
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New: 🤖 3 performance-boosting Chatbot features
We’ve upgraded Chatbot with three exciting new features, granting you access to more data to help optimize your websites and playbooks. What: Make the most of Chatbot’s new features to: * View playbook funnel and flow reports – Access in-depth statistics to see customer journeys and pinpoint where visitors are dropping off…
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[Closed] Volunteers needed - feedback for improvements in Chatbot
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) We will be shortly developing some improvements in our Chatbot feature and I have a huge favour to ask. Are you a Chatbot user? Would you like to help us with the testing of new improvements and give us your…
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Live Chat Features
Hello, I would like to suggest a feature that will make LeadBooster Live Chat feature even more desirable for all Pipedrive users. Features:- Geographic Location: Being able to see Geographic location of the users in the Live Chat will assist with processes, region specific pricing, and customer closing tactics etc.…
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Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…