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Sending Confidential Emails via Pipedrive
Hello, At times, we need to send marketing and proposal information to a prospect or client that we would like to disable download/forward/print, etc. for competitive reasons. Gmail has a "Toggle confidential mode" on it's own, but not the email integrated within Pipedrive, where our sales team is working from all day. I…
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Project Boards
I have a specific project board that I don't want the whole team to see. How do I make that specific board so that only I can see it?
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email verification masquerading as 2FA
The email verification masquerading as 2FA is very inconvenient and relies on the customer to have access to their Pipedrive associated email account on the same device on which they are logging into Pipedrive. Competing applications are smarter and use Authenticator apps or push notifications. When will this be changed as…
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Problem: reCAPTCHA hint under the web form makes no sense and is incorrect
If the reCAPTCHA is activated for a form, under the embedded webform it shows the text "This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply."? We don´t want to have that there because this is already in ower data privacy policy and I don´t want to have it there again. Pipedrive was…
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'Magic email' 2FA sign-in is beyond awful - please offer an alternative!
I love Pipedrive and almost every feature that it offers. So, I take no pleasure in the fact that Pipedrive also contains the single most infuriating 'feature' among any of the 10+ apps that I rely on to run my business. 'Magic emails' for 2FA are beyond awful. I struggle to describe how broken, nasty, and messy this…
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"Products" Category: Privacy setting for different currency of pricing
I will like to find out if there is a way to set the privacy for a single created product with different price currency. I.e. A product is is viewable by users from 3 different countries: SGP, AUS & USA There are 3 different price of different currencies set up: SGD, AUD & USD How can I set privacy in a way where SGP will…
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Export PD users
Would be awesome if I could export a list of our Pipedrive Users. Seems like its possible to export CRM data but not internal data like the users from our company who actually log in to the tool. I want to add all those users to another tool that I'm keeping in sync with PD but only option is to copy from the screen on the…
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Is Pipedrive compatible with Google Advanced Protection
We recently installed Google Advanced Protection on our accounts. And we were no longer able to sync with Pipedrive. Is this incompatible? https://landing.google.com/advancedprotection/
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SOC 2 Reports
Hello, how can I access SOC 2 reports? Attached is a sample report. @Inês Batata https://www.pipedrive.com/en/blog/data-protection-rules-regulations
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Data Security: Renewed ISO, SOC2 and SOC3 Certificates 🔐
Pipedrive has successfully completed audits for its System and Organization Controls (SOC) 2, SOC 3, and ISO/IEC 27001:2013 certificates. The combination of ISO 27001 and SOC 2 and 3 is a clear indication of the company’s commitment to transparency and continuous improvement of the information security management…
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2FA Access for Implementation via Consultants
2FA provides a great sense of security for customers on Pipedrive. But as a consultant who regularly implements and accesses accounts, this can be a barrier for me to do my work. A common example is when I am testing my configuration in the evening when users are not working and dont expect to have to send emails to me…
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Problem: Android App & SAML SSO
When trying to log onto the Pipedrive app with Microsoft SAML SSO, instead of being logged into the app, a Pipedrive browser window opens inside the app. This isn't useful. What am I missing about SAML SSO logins?? #SAML #SSO #Android
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Guys does anyone know why when I embed a link of a dashboard in Notion it is in ukrainian?
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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?
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Secure your account with two-factor authentication
Data breaches can cost businesses millions in lost revenue and damage to reputation. According to Verizon, over 80% of data breaches are due to poor passwords By enabling our two-factor authentication feature, you add an extra layer of security to your Pipedrive data with an additional step in the login process. If the…
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Huomio kaikki email-synkronoinnin käyttäjät!
Hei! Erittäin tärkeä asia huomata sähköpostien synkronoinnin kanssa: 1. Tarkasta, että teidän Pipedriveen ei ole lisätty teidän omia työntekijöitä sähköpostiosoitteineen henkilöiksi (person). Mikäli näin on käynyt, kyseisen henkilön sinne kuulumattomia sähköposteja voi näkyä tämän henkilön tiedoissa kuten kuvassa on käynyt…
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Pipedrive should make Security Center & Rules standard across all plans!
In today's world of constant data security attacks and threats, it seems a bit misguided for Pipedrive to remove access to Security Center and Security Rules in the new breakdown for its subscription options. Soon, only Enterprise-level plans will have access to these very crucial features. It seems quite misguided for…
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How to integrate a DSGVO (GDPR) checkbox into a "leadbooster" webform?
How can one add a check-box for EU data security compliance to the "Leadbooster" Wobforms? I can not find the option. Example below including the needed embebed link to data statement.
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Alles was Sie über B2B Datenschutzbestimmungen und -vorschriften wissen müssen
❓ Haben Sie den Überblick über DSGVO und andere Datenschutzbestimmungen? Fühlen Sie sich gut ausgerüstet? Wo gibt es Schwierigkeiten?❓ Dieser Artikel ist ein Leitfaden von Megan Bennett, Compliance Officer von Cognism, zu den wichtigsten Datenschutzvorschriften und -bestimmungen. Er wurde ursprünglich als Blog von Cognism…
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comment être conforme RGPD ?
secAvec le système d'automatisation d'envoi d'email il n'y a aucun bouton qui ne permette de faire en sorte que la personne qui reçoive l'email puisse se désinscrire de la liste des prospects et ne plus recevoir d'email. savez-vous comment faire ? Merci
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Google SSO - Thoughts?
Hello, I'm working with a group that is looking for single sign on usage and I don't have much experience. Wondering if anyone uses Google SSO for Pipedrive (or any other service)? Also, looking to understand the downfalls and what I might be missing? What is the difference between sign-in with Google verse setting up the…
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Now live: account lockdown after too many failed login attempts 🔒
🎉 UPDATE: This feature is now live, see more here. ------------------------------------- How will it work? The account is locked if a wrong password is entered a certain number of times during a certain time period. Why? To make the Pipedrive login process even more secure in regards to external threats. For whom? This…
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New: Account lockdown after too many failed login attempts🔒⛔
Why? To make the Pipedrive's login process even more secure in regards to external threats. For whom? This feature is available for all plans and should be rolled out to all users by the end of this week. How does it work? * 3 consecutive failed login attempts (wrong email+password combination) * Your account locked for 24…
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Announcing our ‘Security Centre’ 🔐
A one-stop visual dashboard with all your company security data! Now available to Professional and Enterprise Admin users. Keep an eye on company data and security in one easy-to-use, visual dashboard with our new Security Center More info here!
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Options for security
Hi all ! I have some questions for the community about security. Are there options to prevent sabotage, from an unhappy employee, for example? Is there any way to prevent massive data deletetion? Ho do I implement permission? For example: the manager may create and modify client profiles, but the employee may only read…