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Mandatory check box fields in web forms
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
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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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Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
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Comment on @ Mention Notes in Leads
Our team is utilizing the "comment" feature on Deals more and more. They would also like to do this on Leads, but it does not look like this capability also extends to Leads. Could this be a future Leads improvement? Where the Comment option could go:
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An iframe scheduler posting success event to parent
I am using a iframe scheduler by pipedrive (Lead Booster). I will find it very helpfull when a LeadBooser scheduler embedded in iframe will post an event on success when user booked a meeting. I can then catch it and react on that in my angular app. For example with cookies remember that the meeting is booked and anytime…
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Integrate products to webforms
I would like to get the possibility to integrate products into webforms. This enables the customer to directly choose his products and and getting this reported into the deal. Today we have to add the products by hand to each of the deals. it would definitely make the automation / creating offers process much easier.
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Book an online meeting on website with filtering, qualification and sync with Pipedrive
At the moment I have a Calendly widget on my website for booking an online video meeting that allows me to ask the lead some initial questions for filtering and routing, and then if the lead is qualified, ask some more questions that are necessary for the initial discussion with a lead during this meeting. The widget is…
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Block users from Live Chat
Would appreciate if I could block unwanted IPs from access to the live chat or block specific users that have sent messages.
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Leads from Website - Leadbooster?
We're a new client considering a switch from Hubspot to Pipedrive. One of the items we're trying to figure out is how we get Lead Information from our Wordpress website into Pipedrive. Hubspot did this automatically (even with their free tier) by embedding some information on our website. It seems like Pipedrive requires…
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Ability to merge a new (web) lead with an existing deal
We have mandatory fields to put some discipline/rigor around qualification of deals. So when multiple (web) leads come through from various prospects about a pre-existing deal in particular, it becomes very tedious for staff to fill out the mandatory fields on each lead in order to convert them individually to deals before…
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With regards to Prospector
1 - what are the cost of credits for use on prospector 2 - does it only list companies or also individuals of a specific job title
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Web Visitors - change Logo
When I visit my own website, PipeDrive is recording it in PipeDrive as a visitor. This is all good. But it is linking an old logo (See attached) and an old name (Allari Solutions, Inc.). We have since rebranded…
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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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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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lead form - disclaimer - any way to suppress?
Is there a way to suppress the disclaimer on lead forms? When collecting name and email without a text box it seems silly to remind users to "never share sensitive information (credit card numbers, SSN, passwords) through this form.
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Lead List Links
Hello! We are relying more and more on the Leads Inbox and running reports off this inbox for lead metrics. When I create a filter of Leads, I am not able to copy the URL and bookmark it for checking on this list "report" in the future. This exists for Orgs, Deals, and People. Could linkable filters be added to Leads, too?
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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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Leadbooster and contacts inquiry
Hello, Im a new user of Pipedrive for a Recruiting company in the sales and marketing department. I went through some tutorials but I m still not able to find out how the leadbooster works or basically how can I do to look for new clients. Which resources could be useful? Also, the label under contacts is the one where I…
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Custom Domain for Webforms
It would be great to be able to have a custom domain for the webforms along with custom slugs. This would make sharing direct links to the forms look much nicer and more trustworthy.
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Elementor integration
Hi, I would like to push my leads coming from WordPress - Elementor to the Leads section in my Pipedrive. What's the best option to do it?
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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…
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ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
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About Facebook integration, anyone is having troubles to connect it?
Here are some screenshots between META and PIPEDRIVE, there are missing chats
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Is there a way to put the Leadbooster bot on the left side of the web? Thanks
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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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[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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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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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…