Problem solving / Workarounds

Hiding Financial Details
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
Hi everyone ! I would like to know how to restore datas in customised fields if they have been delet
Facebook Pixel integration with Pipedrive Forms. Tracking Leads.
Hello! Is there some way to track Pipedrive Form with Facebook Pixel? My client has Wordpress webpage with implemented Pipedrive Forms (plugins). And it is not possible to setup tracking on Submit button with Facebook Event Setup Tool. So what would be the best solution (exept creating Thank-you page in webpage)?
How to link an email to a deal when it's linked only to a contact?
Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous…
Block outgoing emails
Hello community, I just got a quick question: Is there a way to block specific email-adresses/contacts for OUTGOING emails? So e.g. if I try to send an email to an email-adress, that should be blocked (like a redlist-feature), Pipedrive shall abort the mail delivery. Greetings Michel Wagner
Can you add 'Contact' insights
I'd like to be able to create insights around how many new contacts were added to Pipedrive, to help bring our marketing initiatives in sync with Pipedrive. We'd like to move everything over from HubSpot to Pipedrive, but this missing reporting functionality is quite important for us. And while you're at it, having this on…
Automatização apartir de um data
O Pipe poderia criar atividades apartir de uma data incluida em campos especificos. Ex: preciso que seja contato 56 dias partir desta data, então se nesse campo estiver a data 04/08/2022 ele contaria esses 56 dias e daria a data automatica 29/09/2022 na nova atividade. isso automatizaria para o que utilizamos o Pipe, pois…
See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
Email Question: I email 10-20 emails under one contact person. Is there a quick way to populate the
Email Question: I email 10-20 emails under one contact person. Is there a quick way to populate the address lines with all those emails? As opposed to typing them. Please and thank you kindly.
Honoring the Reply-To header in email sync
We have a form on our website which is filled out by our website visitors requesting a price quote. This is our main method of collecting leads. Once the form is filled out, it's emailed to our sales email address which is used with the email sync feature of Pipedrive. We also create a deal in Pipedrive using the API. The…
What do you do with Closed/Finished/Expired/Old Pipelines?
At our company, some of our Pipelines are used for recruitment into programs. Our teams recruit folks via Deals, and once enough companies have been recruited, the effort stops, Deals are marked as Won or Lost, and the Pipeline goes out of use. Since all Deals are marked as W/L, the Pipelines are empty (in Pipeline view).…
Field Definition Hovering
As I have spent time building out a training website for our team... this idea came to mind. If we could define fields (built-in and custom) in Settings, and then have those definitions show up either by hovering over a field or displayed right underneath a field, this would really help new and experienced users! Even…
Company name in mail template incorrect
When opening a mail template for a contact, the company name (automated cell) indicates the name of the PREVIOUS company I mailed a template to. I repeated this with multiple contacts, with the same result. (The first mail template after launching the app, the company name is empty.) The same error with different…
Unable to send plain-text emails and sender name missing
I just discovered that Pipedrive is not sending plain-text emails anymore, even if there's no formatting in the mail. This was different only a short while ago. Is there any way to switch this back? We don't ever send HTML emails to individuals. Any help highly appreciated! Update: Support told me this is a bug and…
Sync all contacts
Hi everybody, I have some struggles with the contacts sync feature. Pipedrive does not allow to sync all contacts in my Google Contacts. Only if I am the owner of a contact. Well we are working in a sales team of 10 people and the concept of ownership of a contact does no belong to us. The team is the owner and all of my…
Can Pipedrive handle numerous sales pipelines distinctly?
Sales Process Questions We sell our speaker clients into paid speaking engagements, so each person is technically a product; the meeting planners who will hire them are the prospects. Each speaker/product is sold many times to different prospects. I'd like to color code/code each speaker/product distinctly and then assign…
Send Notes from Slack to Deal/Person/Org in Pipedrive
Has anyone figured out how to do this? I tried it using Automate.io + a custom Slack workflow but it's not working. Basically, I want to send notes I share with my team via Slack directly to Pipedrive and not have to log in each time to add notes I already shared in Slack.
Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
Unlogged admin deletions
Admins can delete notes/activities under deals. But this is not logged and shown on Change Log section. Am I the only one to think this is really dangerous? #badpractice
Help needed on deal value and reporting
Hi Sales people! I need your advice on the reporting side. Say a customer signs now a 3 year contract: I want to know how much the client will be paying in 2022, not just the TCV (total contract value) that is shown by the Revenue forecast report. How do you get that value and how do you keep it automatically updated…
Need a solution for selecting and filtering contacts/organizations within a certain distance of a lo
there's no way to see contacts or org's within a specified distance of a location. When on a Contact/Organisation you can open the map, by pressing over the address, and check nearby hits Iwithin a specified distance. But it's not possible to do this with a filter let me try this the only thing is how can i see a list of…
Pin this email to top of deal = same as pin this note function
I really like the "pin this note" function under deal = to remain on top at first sight! Would love to have the same for emails too. Quite often I experience that during the initial stage of a deal that valuable insights/scope/briefing etc. of a project are shared during enquiry stage and I would be great to have that on…
Birthday Filter
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…
Sending email from different email addresses
Hi, I have three separate email addresses linked to my Outlook mailbox and I would like to send marketing and sales emails from different emails. However I cannot figure out how as PD only syncs with the main mailbox and I cannot find a way to sent out emails from the other ones. Is this really not possible or is there…
How do you bulk delete contacts? I am trying to cleanse my database. Suggestions welcome.
Mandatory attachment on email templates
Hello developers, most of our emails need an attachment like an infomemo or a NDA. We use the same email template but different attachments. Therefore it is not possible to integrate the attachment in the email template. Unfortunately sometimes we forget the attachment and send the email naked. So it would be great to have…
How did you solve the problem with multiple brands under one company in Pipedrive?
Description of the situation: I have two brands (currently two different companies in PD) These companies exist only to send emails to clients from different domains (ABC, XYZ) Those brands are selling different products, have different communications, etc. but they are supported by the same PD users (salespersons). For…
Adding Parent/Related Organizations with Bulk Edit
Hi everyone, I want to add the same "Parent Organization" to ~100 organizations, but when I select them in the list view there isn't a "Related Organization" field in the bulk edit tab. Data import doesn't seem to work either. Any tips?
Does anyone knows why MS Teams PD bot doesn't work properly?
no channels avalaible I have been trying to connect PD Teams bot with MS Teams. After connecting I have no option to make it work. I would like to send a notification to a common thread in the group chat but seems not doable. Any suggestions on how to resolve it? Got such response It is connected here

Problem solving / Workarounds

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