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Introduce permissions that restrict who can move deals across stages
We would like to be able to restrict who is able to move deals into certain stages within pipes. Some of the later stages of our deal process involve launching our products with customers and there are only certain people within our business who are tasked with doing this and we would therefore like to restrict who is able…
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Automating Lead Assignment Based on Region
I’m looking for advice on setting up an automation in Pipedrive to assign leads to specific sales reps based on their region. I’ve tried configuring workflows, but I’m running into a few challenges. Here’s what I’m trying to achieve: Automatically assign leads from certain regions (e.g., North America, Europe, etc.) to…
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Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
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List view in Activities has no Check boxes
Today all of a sudden in Activities only in list view there are no check boxes infront of my columns. In contacts and deals the check boxes are there but not in Activities so I cannot bulk edit the due date on my Activities. Edited the due date on 30 individual Activities is a waste of my time. Why would the check boxes…
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🚀 Exclusive beta test opportunity: Be part of the next AI evolution
Hey Pipedrive community! We’re excited to offer an exclusive opportunity for 100 companies to get early access to the latest AI innovation at Pipedrive. Launching in the beginning of February 2025, this beta release offers you the opportunity to experience our AI firsthand and contribute to shaping the future of sales…
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Need bulk edit activities capability in activity list view!
I do the majority of my work/task management using Pipedrive's activity list view, which is very helpful. A huge pain-point is that I have no way to bulk add or bulk edit activities to my leads & deals from the activity list view. Given that the bulk edit feature on the deals list page is specific to "activities," it blows…
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Has anyone integrated the Constant Contact App by Make?
We decided to not use the native "Campaigns" addon in Pipedrive because there seemed to be issues with the handling of double opt In and unsubscribe tracking. Has anyone integrated the Constant Contact Marketplace app by Make? Are their significant limits on functionality as far as campaign tracking and reporting on a…
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Email Duplication
We are having issues with emails in a contact view duplicating. This seems to be when two or more Pipedrive users are copied into the email, but isn't happening consistently. Does anyone know what the root cause of this is, and how to overcome it?
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personalize mandatory fields per specific clients
We work with clients of various sizes, and some require a Purchase Order (PO) to finalize their approval for our services. We've added a PO Number custom field, but in order to streamline our processes and ensure compliance with client requirements, we’d like to explore the possibility of setting up this field to be…
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How can I integrate Twilio's WhatsApp API into my existing automation workflow?
I currently have an automation set up where two follow-up emails are sent if a contact in a deal doesn't book a call. For the third follow-up, I'd like to send a WhatsApp message using Twilio, but I can't find a straightforward way to integrate this into the automation. Has anyone successfully done this, and if so, what…
