Problem solving / Workarounds

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…
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…
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
Adding automatic GPS coordinates
it will be very helpful to add feature that could based on GPS system from phone automatically fill such data in pipedrive. This is a great value while converting lead from PD to CRM and logistic system, as sometimes addresses are not very precise (or there is a typo done), while GPS is.
Our Leads have multiple emails & phone numbers and we need to send mass outreach in a click!
I am about to Implement Pipedrive as our CRM and ATS - we are staffing agency I see so much potential with Pipedrive. I have one concern, our leads have multiple emails & phone numbers per lead and want to send outreach in mass to all emails and phone numbers. Can this be done?
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
Product Conversion - Insights
Hi Pipedrive, Could you advise on when Insights will give the functionality of reporting on conversion rates vs. products please? Products has been great for us and gives us the ability to streamline the number of pipelines we have, rather than having pipelines based on product. However, in its current form we can get…
Automatically assign tasks to a "User" type custom field
Hi Guys, am currently testing out Pipedrive as i'm looking for a feature and can't quite work out if it exists. I want to be able to create and automate a list of tasks that need to happen sequentially, in a specific order when a new deal is added, with each task being assigned to a person in our organisation. The twist is…
proposed time #emails #propose #times #googlemeet #scheduling #people #professionalis #activities #c
Hi there, Does anyone have a work around for proposing times via Pipedrive that allow for more participants than just the host and the person who signed up for that timeslot to be added automatically to the meeting? Currently having to manually add people after each scheduled meeting and it looks so unprofessional with the…
Hi! I wonder - is there a possibility for bulk editing lead's custom fields or only for those listed
Editing Workflow's among PD Admins
Hello, Is it possible to edit workflows created by other admins? This would be helpful if the admin is out of the office and the workflow needs to be updated ASAP, or if the owner is no longer working for the company.
Accurate Insights for Retail/Wholesale but Avoiding Many Deals per Client
Hello Pipedrive Community, Within our wholesale business, we may win say 3-7 deals per year per client. As you can imagine, the deals that have been won (or lost), start to add up and really make Pipedrive quite congested. For example: if you create an activity for a client and search for their name, all of the old deals…
Since Pipedrive doesn't offer real email templates and only allows us to save regular text emails as
Unsubscribe link for emails out of Pipedrive
For GDPR reasons, I am looking for a functionality that automatically adds an unsubscribe link to any email we send for inbound & outbound sales. Is this available within Pipedrive? If yes, how can I set this up? If not, could this be a feature that will be build in the future?
Concerning pipe drive activity status change in second account
Hello we are using pipe drive on two accounts for me and my father, on my account when I change my activity from done or make date up to next week it changes from red to grey or green instantly where in my father account it does not change so and he have to refresh each case separately to see change in activity, basically…
Ideas for Zapier automations TUTORIAL
Hi Pipedriver, Today I’m continuing with automations tutorial and this time I’ll show you how to use Zapier integration for optimising your Pipedrive account. So open your Pipedrive and Zapier tools and let’s make the following automations together: 1. Round Robin - Assigns Deals equally between a defined number of Users.…
How does one trigger a data request to an API? We are working with a 3rd party software company tha
How does one trigger a data request to an API? We are working with a 3rd party software company that is building native integration with Pipedrive for us. The idea is to send them an address and they will return data on the address that will be added to specific fields in Pipedrive. What best practices do you have on how…
Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!

Problem solving / Workarounds

Discussion List