Problem solving / Workarounds

Can we add GTM code to iFRAME Url for our pipedrive forms so we can use Google tracking?
Hi there - we want to implement tracking through an iFrame using Google Tag Manager. How do we add a GTM code to the iFrame URL? I note a while ago it wasn't possible - has this been updated please Thanks Katie
Custom Checklist import in bulk to Projects
Most of our template stays the same throughout the different customers and projects. We have hundreds of clients, so making a custom template (which are long) is not efficient. Is it possible to customize the tasks ( add those very individualized tasks) in bulk ? I know I can add them one by one but that is not very…
User support service. Processing requests for correction of errors.
Good day! I'm an integrator, using the Pipedrive CRM system for client projects. In the course of the implementation work, I encounter errors in the operation of the system, and there are also wishes to improve the functionality. Now for customer support. The first line of technical support is just great. Attentive,…
Concern Regarding Potential Removal of Crucial Feature
As a loyal supporter of your company for almost eight years, I would like to express my concern about the potential removal of a critical feature that is essential to our business. I am referring to the ability to click on the address of a deal while in the deal view, which opens the map view and allows us to use the "Show…
Use Pipedrive for cross selling and up selling existing customers
Pipedrive works best for closing new deals. How to set up Pipedrive, for cross selling and up selling existing customers? - This would require, allocation of customers to sales people. - Maintainig data like, existing services which customer is using, priority, etc - They shall interact with their set of customers of…
Prevent deal stage change until Activity is marked as DONE
Can Workflow Automations (or any other method) be used to prevent a deal being progressed to the next stage, until an activity is marked as Done? The use case is when a mortgage application is submitted I create a 'Create Suitability Report' task activity with due date 1 business day. I'm trying to ensure the Report is…
Insights: Revenue Forecast Report is live in Professional plan! 🔮 📊
What does it do? This report shows expected revenue based on the total value of open and won deals, and the time they are expected to be won or were won. For whom? Professional plan and higher. How can I use it? * Track revenue forecast report in Insights cumulatively and non-cumulatively (new!) * Measure results by…
Workflow automations with the action "send email"
Hi All! Ok so the scenario goes: I am setting up an automation - eg. if the deal is updated send an email to "XY" As I am the one setting the automation for the team, the automatic email from Pipedrive comes from my email address. Is there a way to change it? So I am not the sender? Maybe add a different, general company…
Enable access permissions for Pipeline to be shared externally
Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines
Editing Probability in List View
All of our Pipelines/Deals have deal-specific probabilities enabled, but unfortunately they can't be edited in the list view - you have to open each deal individually to make updates. This is incredibly time-consuming as we try to adjust probabilities over time. Can this feature be added? Is anyone aware of a workaround…
email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
Unique data in Custom fields
Is there a solution for requiring a custom field data to be unique within PipeDrive? Example: Field= Quote #, I should only have one quote number per deal. How can entry of a new deal get flagged or not processed is someone is typing in a quote # already that PipeDrive field.
Can we get a Google Meet integration?
I recently switched from Zoom to Google Meet, for two reasons... * I think Zoom's UX is horrific (and I know many who agree). * As a GSuite customer, it's just neater to use Meet. It's far quicker and smoother for me to set up and join Google Meet sessions overall. Any chance of a Pipedrive integration with Google Meet?…
9 email management tips to increase productivity
Effective email management can reduce stress and create more time to learn about your audience, collaborate with your team, nurture leads and close deals. Here are 9 email management tips you could benefit from: Allocate time for inbox maintenance Embrace the delete button Automate email filtering using pre-made inbox…
New Deals notifications in Mobile App
How can the users be immediately notified when a new deal is created for them in the Mobile App?
What's your workaround in the absence of a Gantt chart?
Currently I am experimenting with porting the CSV of our deals into Notion through Zapier. It works, but it doesn't always pull up accurate information at any given time, especially when deals are updated. Would love suggestions on something that integrates with Pipedrive (Asana would have been good, but paying the…
Process Optimization
Hello there, I have stumbled upon a bit of a process problem. So we have 2 teams in our business, Outside Sales (Todd) and Internal Account Managers (Dwight, Jim). When Todd goes out and brings new business in he starts the deal but then, after the conversation is started and is presented with a business opportunity, he…
Reliable Customer Number mapping
Hi all, i'm looking for any ideas how to map customer numbers reliably. We want to move from an old system to Pipedrive, one of the reasons being we don't have any reliable customer numbers. In many cases, a single debtor numbers are used for multiple vendor doors, and there is no reliable way to map these numbers into…
What is the easiest way to get a Persona out of your won deals?
Has anyone found a way to identify the persona of your own deals? e.g. statistics on won deals per company size, per industry, per position in the company of the buyer? Maybe there's an add-on I did not see? I'll happily pay for a solution that helps with this
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)?
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).…
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…

Problem solving / Workarounds

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