Problem solving / Workarounds

Integration between Apollo.io and Pipedrive
I work effectively with Apollo.io (sourcing and cold mailing) and Pipedrive (crm). However, a native integration between Apollo.io and Pipedrive is lacking. I would love to have all companies I outreached to automatically in Pipedrive (lead stage). Does anyone has a clear workaround? Or in case you make use of the native…
Is it possible to stylise Teams Meeting Invites in Pipedrive?
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
Import from Spreadsheet: Adding values to multi option fields instead of replacing them
We are regularly doing webinars and sending out postal mailings to our customers and leads. For that, we have custom multi option fields so we can label who took part in an event or received a mailing. The problem is, once I import an Excel list that says, person A received Mailing XY, then the previous value of the field…
Netsuite & Pipedrive integration is here- asking for feedback
Hello Pipedrive Community! 🙂 I am a Sr. Channel Manager in the U.S.A, 🇺🇸 nice to meet you all :) I would appreciate your feedback on Netsuite. Have you lost a pipedrive customer or prospect" due to not having the capability to integrate successfully with Netsuite? Reason being, my global partner Faye…
Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…
Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…
Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
Document title bug + title template idea
First a bug: When changing the name of a Onedrive document under "Document name" in the https://{companyname}.pipedrive.com/docbase/fields-browser/index.html window; you get an error when saving. To change the name properly, you need to also change the name of the document in the Word window. Next, an idea: Templates for…
Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
Group emails - best way to do 300
Hi - when group emailing, what's the best method of selecting the second set of 100 people to email. If you have 300 to email it picks up the first 100 but doesn't (I think) make the second or third email groups easy. Thanks
Product Description visibility in the add product section
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
Phases vs Groups default
I almost exclusively use Groups and would like that to be my default view instead of phases. Is there a way to do this with a template or automation?
Bulk add products to Deals
Can pipedrive add a feature that allows users to add products to deals in bulk edit mode? Currently, our only option for adding products to a group of deals is to update each individual record. Seems like a fairly easy step to add this ability. User selects deals that they would like to edit (add products to) In the "Bulk…
What is the best option to integrate Whatsapp within Pipedrive?
We are looking for a reliable option to integrate Whatsapp with Pipedrive, hopefully to have all conversations inside Pipedrive and not in the Whatsapp web chat, are there good solutions for this?
How are you using ChatGPT in your work with Pipedrive?
Hey 👋 How are you currently using ChatGPT in your everyday work with Pipedrive? Do you see ways to integrate AI with Pipedrive in a way that would be beneficial to your work? Thank You ☀️ Eva
Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
How will I be notified when someone deletes one of my contacts?
Hi there, when my colleague deletes one of my contacts, she gets a pop-up notification, that the owner of the contact and the admin have to possibility to restore the contact within 30 days. How will I get notified? Thank you!😁
Is there a way to link leads to a deal (or vice versa)?
The only way I can see to link leads to deals is by converting the lead into a deal. Sometimes we have multiple leads connected to a single deal (for example, leads from different individuals at the same company, or leads that came in a year apart/for different reasons or products). Other scenarios might be: a lead goes…
How to filter person/organization existing in two or more deals?
Hello! How exactly should a person or organization that is involved in two or more deals be filtered? For context: I want to remove an inactive pipeline and its deals from Pipedrive, but there are people or organizations there who also appear in some of my other important pipelines. In the 4k+ deals, I have in that…
Merged: device limit.
This discussion has been merged.
Having multiple versions of 1 "product" within one deal
Hello all! I hope you can help me with this. We produce and set gravestones. In many offers we create, I give our client 2 or more options. A single option contains multiple products which I will group. Some product groups are going to be present in all of the options while 1 or 2 may vary. Do you have a best practice as…
Merged: one person for multiple companies
This discussion has been merged.
Can I get just one person on the Professional package when everyone else is on the Advance package?
We are needing the ability to get just myself to have access to creating extra Dashboards for tracking the sales team, but to get this we need to be on the Professional plan, however we dont need all the additions that come with it. We have 6 team members on Advance, but we only need 1 person on professional, whats the…
Filtering to show deals that recently moved from Lost to Open
I can't find a way to filter deals that were switched from Lost to Open within the last month. I can find status changes, but there is no option to show stage changes.
Increasing the calculated fields' capabilities
The calculated field "automation" is very useful when trying to streamline entries of leads that need some sort of basic calculation for multiple fields. However, I can assume that a lot of companies use far more intense calculations for certain fields, usually monetary ones. It is both very difficult to copy a formula…
Is there a way to automatically associate activities with the contact's organization?
Anytime a new activity is created from Calendar Sync it links the contact but not the Organization or Deal. Is there a way to automate this so that it completes those fields automatically? My ideal automation would be: Trigger: Activity is created or updated AND Contact is not Empty Linked Organization is Empty AND/OR…

Problem solving / Workarounds

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