Problem solving / Workarounds

List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
Duplication's feature improvement request
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
Help us help you BUILD BETTER APPS: Share your feedback in our survey!
Hello! I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive. The survey aims to understand how we at Pipedrive can better support you in building high-quality apps. It should take at…
Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
Lead Assignments by Region or Country
Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.
Task/Checklist for every Deal in the Pipeline
We all use checklists, right? For every different deal once you click on it on the "DEALS" section and go to its own section, it would be great to have the possibility to add a checklist for the pending actions/items to which we need to follow up for that particular opportunity. On the "Details" section we can now add…
Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
Folder/label sync across email sync tool
Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!
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…
Setting up recurring payments
Hi, Would love to streamline how I collect payments once a deal closes. I have pipedrive, use qwilr for proposals and my process is really clunky. I’m torn between stripe & gocardless for single / recurring payments. I want to be able to have someone accept a proposal on a call, send them the deposit payment link straight…
one person for multiple companies
I have clients with multiple companies, but it isn't possible to add the same person to multiple organizations. Related organizations option does not fulfil the necessary function because each organisation has its own deal.
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.…
How to connect one mail address with different contacts?
Hey there, I was already in contact with customer support, maybe one of you has a workaround for this issue (if this is not the right category, I'm sorry): I am currently in contact with a management regarding different Podcasts. I created a new contact in Pipedrive for each Podcast. However, I only have one email address…
Mail - 1 mailbox with 2 accounts synchronize
We use a general mail address with our sales team. This is where we receive questions and quotes. Within the team, several people need access to this mailbox. We currently have two pipeline users, and both synchronize the general mail address. Now we run into the following problem. User X answers and archives a message.…
SUGESTÃO - Pipedrive Add-on Gmail
Boa tarde, Hoje percebi que para cases bem específicos de algumas empresas há uma necessidade de uso do Add-on do Pipedrive dentro do Gmail (https://www.pipedrive.com/en/marketplace/app/pipedrive-for-gmail/23dd8a34f46e775c). Base de conhecimento: https://support.pipedrive.com/pt/article/pipedrive-gmail-add-on O que não é…
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!
Completed Activity filtering on Deals
Having a filter on each deal to filter completed activities by type for that specific deal. This would help to further streamline account review / lookup time. I.e. reviewing particular milestone activities on account vs. scrolling through 3+ months of activities on the account
Calendar sync: how do I stop my private Outlook entries from showing up in my Pipedrive calendar?
Do you also have the problem that private calendar entries in Outlook are synchronized with Pipedrive and are therefore visible to everyone?
Email Template Flaw / Shortcoming
There are many use cases to send an email from inside a specific record (person or deal) to another party (vendor, referral partner, outside partner). These would include status updates, outside vendor orders needed to process a deal won, or a simple thank you's to others attached to the deal. These emailed orders and…
Payment schedule - maximum number of payments
Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval. Is it possible to extend this limit or do you have same advice how to solve this? Thank you Lukas Hala
Embed Insights onto SharePoint
We are building out our internal team SharePoint page and we would love to embed our insights graphs to get the visual to show without needing to click on the link to open the URL
Multiple Email integrations
Hi all I am currently using PipeDrive for running the sales activities of 2 businesses. I love the email integration but unfortunately you can only integrate one Mailbox in the system. Is the development of having multiple emails integrated into the dashboard on the roadmap. Or to achieve this do I have to have one…
Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
Reports based on product category
How can I create a sales report/funnel report based on a product category? This seems like a must have. I don't have time to create a report and type each individual product name in a sales/funnel report. Any suggestions??
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
Is it possible for an automation to create an activity in a variable number of days based on history
I wanted to make an automation that schedules a call if I made a call and it was not answered. However, I want to make it variable so that if I had called the contact twice already in the last week then the activity is scheduled for a week from today but if I hadn't called the contact at all this week then the activity is…

Problem solving / Workarounds

Discussion List