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Pipedrive Automation vs. Zapier (which one is best?)
Pipedrive’s native workflow automation builder is great (and I use it a lot). For example, when you move a deal to a new stage, you could automate sending an email/campaign or create an activity for the deal owner. But sometimes you need a more powerful automation tool like Zapier. For example, if you want to trigger an…
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New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
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Webinar Q&A: Reimagining Sales Insights with AI
Hello everyone, ☀️ On March 25, we hosted the Reimagining Sales Insights with AI webinar. Thank you for your incredible interest, engagement, and all the great questions you asked! As promised, we’ve answered your questions, and you can find the answers in the comment section below. If you missed the webinar, don’t worry!…
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Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
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New: Automations notifications to help with troubleshooting
What: Automation owners, and in some cases the account owner, will now receive email notifications for three main error events in the Automation feature, ensuring they stay informed and can take proactive action to troubleshoot automations. Why: A common reason that automations fail in Pipedrive, is that some steps are…
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We have improved the Calendar sync setup experience!
Calendar sync helps you get full visibility of your meetings in Pipedrive, use the meeting scheduler seamlessly, and avoid manual logging of sales events. To enhance this experience, we've redesigned the Calendar sync settings page with a more intuitive layout and inline guidance. You can now also see your sync status…
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Forecast vs. Actual
Hello, Is it possible for Pipedrive to provide Forecast vs. Actual sales data? If not, is there a way to connect Pipedrive to Excel or Google Sheets?
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Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
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Why not add Sales velocity to the dashboard?
Tested in 2021/2 but did not meet the requirements, but it is one of the key metrics for sales managers in a VUCA-world. So without insight into velocity it is hard to steer, speed up or track progress.
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Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
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Move deal to pipeline help!
Hi guys, I am new to this and am struggling with some automations. Basically all I want to do is when a deal is marked as lost. wait 90 days and then re-enter a pipeline again as a deal so I can repeat the sales process. I can not seem to see "Move deal to stage" or "Move deal to pipeline". Any help would be great! thanks…
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Has anyone integrated Attention to Pipedrive?
I'm looking at Attention and they say they do not have a native integration with Pipedrive but say that it has been done. I'm curious if anyone has done this and if it works.
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Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…
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[API] Specify a Source channel when adding a deal
Hey, I'm stuck with what I think a very simple problem. I can't seem to find how to add a deal, using the API, and specify its Source Channel. However, the Lead API seems to have that property. So I could add a lead with a Source Channel, but then, there is no way to convert that lead to a deal through the API.…
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Merging duplicates on importing data - adding labels
When I import data and set the records to merge on duplication, it always replaces the labels that are already entered with new labels rather than adding to it. Is there a way around this? When manually merging contacts, it keeps both labels rather than replacing. thanks
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Customers do not pay
Hi, Any idea of how to manage customers does not pay invoices? and how to make the follow?? it is any option in pipedrive? Thanks