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Emailing in the Mobile app
We would like to be able to use other mails than Icloud and Gmail in the mobile app. Is there a workaround for this?
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Products not accessible from Android mobile app
We have this issue since the beginning of the week. We tried to uninstal and reinstal the app but we do not have access to the products anymore…
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New: JustCall integration for Android
Hello pipedrivers! The Pipedrive mobile app for Android now offers a new option to call your contacts using JustCall! As long as JustCall is installed on your Android device, you can set it up as a caller option in the Pipedrive mobile app settings. Then, JustCall will be available to make and log calls. This update is…
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Custom fields not accessible in the mobile view
Hello, I have discovered that custom fields I have created (which are key customer identifiers in our business and search) are not able to be used on the mobile phone view. This means when we are out in the field we can not search for our customer, upload photos or documents easily to their file. It means photos and other…
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Is there a good way to attach multiple files using the mobile app?
We are in the real estate business. We take a lot of pictures at our properties (deals). Managing all the pictures after the fact is confusing at best. When attaching a picture to a deal, we are able to select only one picture at a time. Is there a workaround to this? So we can select a bunch of files at one time? And/or…
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Changelog for phone calls triggered by mobile app without an activity
Current Situation: Currently, we often call customers without creating an activity, which complicates tracking for the realization team. However, it is crucial to track that someone made a call to the customer. Requirement: We need a changelog in the customer details that records calls made via the button in the mobile…
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Web to Mobile calling
I have just upgraded my mobile to an Apple 15 Pro Max and running iOS 17.5.1 and the web to mobile caller feature is no longer working. The instructions are out of date on the PD help site and the Notifications screen looks nothing like what they are showing. Thi is what I currently see with no option to activate…
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View Documents in Mobile App
We heavily depend on the information inside the documents in every deal. Is there any possibility of having that feature possible with the mobile app to view the documents?
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Mobile app not supporting recurring meetings
The mobile app does not support recuring meeting invites, when synced with Outlook. How can Pipedrive be a CRM focused on sales and have a mobile app that does not fully integrate with Outlook? Seems like a huge oversight that my outside sales team can't see their recurring meetings on the Pipedrive mobile app, even though…
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'Magic email' 2FA sign-in is beyond awful - please offer an alternative!
I love Pipedrive and almost every feature that it offers. So, I take no pleasure in the fact that Pipedrive also contains the single most infuriating 'feature' among any of the 10+ apps that I rely on to run my business. 'Magic emails' for 2FA are beyond awful. I struggle to describe how broken, nasty, and messy this…
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@Mention Alert from an Audio Note
Hello, Our team is new to Pipedrive and love the audio note feature within CRM contact records, as well as upon import using the Business Card Reader. It would be great if there could be a way to add a feature/function to Audio Notes that allows you to Tag (@Mention) a person to share the audio note with, and alert that…
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Produtos com desconto do custo
Responsáveis do Pipedrive , tem 2 coisas que somos carentes quanto ao programa pipedrive. 1- Aparecimento dos produtos no APP , esse campo nao existe. 2- Ter um campo de custo do produto, pois quando geramos um negocio, colocamos o valor do negocio, mas nao tem um campo de desconto do custo do produto...somente o campo de…
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New Leads notification in mobile app???
I am a new user and I would like to know how I can be notified by the mobile app when a new Lead is assigned to me. Searching the community I saw that until a while ago they had not yet launched this functionality. I would like to know if there has been any update or if they are at least working on it, as I consider it…
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A Missed Mark: Urgent Need for Label Functionality in Pipedrive Mobile App
I'm writing to shed light on a surprising oversight in the Pipedrive mobile app: the complete absence of deal label functionality. This feature, fundamental in the web app, is mysteriously missing in our pockets. Labels are not just decorative; they're essential for organising and navigating deals efficiently. Imagine…
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New: Leads on Mobile 📱
We're updating both the iOS and Android mobile apps to include this feature, which has been a popular request :) What? * Manage leads from the mobile app * Convert leads to deals * Use multiple filters to find the right leads * Search for specific leads in your mobile Leads Inbox * Archive and unarchive leads directly from…
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Email Tracking On Mobile
Being able to see if the client opens an email is huge but I find myself not using the mobile app simply because you can’t see if someone has opened an email. Would this be something that is going to be updated or can be? Thank you
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Deal Label field
Is it really not possible to apply or change the deal label field on mobile or am I missing something?
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Email Tracking - Better tracking system
We need a better way to track email opens through Pipedrive. We need a good Pipedrive chrome extension like they have on Hubspot. It would make it so much easier to send trackable emails. And the Pipedrive mobile app should send notifications when the email is opened as well.
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Pin Notes in Mobile App
Pinning Notes on the web app is a very useful feature, but is there a way for this to be implemented in the Pipedrive Mobile App
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Show Leads on Map
Our outside sales process involves personal visits to leads. However, there is no way to use the "nearby" mapping feature for leads. Mobile only has mapping available for Organization, People and Deals to map. This means that we will need to create a full org/person record for the hundreds or thousands of leads in our…
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Merged: device limit.
This discussion has been merged.
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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 on the mobile app not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap? -- Using the Mobile app as a sales tool becomes redundant if you cannot trust the data collected with the important or…
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Mobile App | Required Fields not working
FYI - Required & Important fields do not work using the iOS Mobile App (unsure on the andriod app) This is a major for any sales team working in the field and mobile first. Is this on the product roadmap?
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How to see all attachments from emails on mobile app
Desktop has a tab that will show you all files within a particular contacts or deals emails. Is this possible on mobile? Going through each email that shows a paper clip to check is exhaustive due to a lot of emails having signatures or pictures rather than actual attachments
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Create a new contact from a mail in the app
It’s a great feature in the web front end to create a new contact directly with the data from an incoming mail. Unfortunately this function is missing in the app for the Apple iPad. That’s really a pity. The app is very well designed and provides all I need for my daily, mobile work … except the function to directly create…
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iOS Authentication Issues
Fellow Pipedrivers - I was forced to log out of all of my mobile PD app accounts recently. When relogging in I continue to the "this link is no longer valid" error message. I have tried many things * resend link * copy link and paste into safari - get wrong browser error and then open PD mobile app * un-install and…
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Pipedrive sharing with phone.
Hi Can I have my Pipedrive names and numbers linked to my phone? So I know if one of my leads are calling without adding them all into my contacts on my phone .Does that make any sense ? Is this such a thing?
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Mobile App Labels Don't Match our Labels in our Account Online ...
We've set up automations to be kicked off when meeting a new contact (People) and labeling that person with a certain label. The label is "Networking Lead." The thought is when meeting a prospect at a networking event (or anywhere for that matter), we can add them via the Mobile App and "Label" them accordingly ... which…
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Pipedrive android app not installing on samsung s7, what are the minimal requirements?
Hello, I am concerned about which cell phones are compatible with the android application, two of my agents have Samsung s7 and the application is not compatible. Is there somewhere where I can see the requirements for the app to work for them? I don't want to invest in cell phones that won't work later. Thank you in…