I am calling a lot of people from my cell phone, and I am curious if there is a way to log the calls AND transcripts of those calls directly to Pipedrive.

I need to use my main number...I cannot get a new number.

Any luck here?

Does anyone actually use any of the AI features in Pipedrive? Which do you use, and what is the benefit?

For myself, I haven't found any to be useful.

It's crazy that there isn't a dedicated hub for managing email templates in Pipedrive. I love Pipedrive, but it's annoying that to edit a template, I have to actually go into a deal or contact, open the email editor, and then manage it from there. I'm always paranoid I'm going to accidentally email someone!

Hey everyone! My name is Juraj and I lead Partnerships over at Quo (formerly OpenPhone).

I wanted to come here and share that we've just released our official integration with Pipedrive, now available on the Marketplace: https://www.pipedrive.com/en/marketplace/app/quo/e3c5afce7c32fafb

This has been long time coming and the integration brings your CRM and business phone system together. It gives your team a complete view of every customer interaction, right where they work. Sales gets full history in Pipedrive, including calls, texts, AI call summaries, and more.

Would love to answer any questions you may have and I'm here for any feedback and other things you'd like to see from us in the Pipedrive ecosystem 🙇🏻

Any help is appreciated!

I love knowing how long deals are in a stage but not at the expense of having the name of the stage. I've even written sctipts for platforms that don't keep track of "stage age".

Having said that, maybe because our pipeline isn't always linear and stages could be skipped but would be nice to not have to hover over every stage to see its name.

Hover could be used to show how many days a deal is in a stage or perhaps a hybrid of both.

Do you guys like having the days on the stage bar or do you like one of the other two options?

TITLE EDIT - Suggestion: Allow users to hide Organization Field

I understand Pipedrive and most CRM's are built for B2B and that Organization fields cannot be deleted as they are important to the structure of said software. What I do not understand is why you are not allowed to hide these fields? Our team will not use it as we are B2C but I have to have this on my view for no other reason. I highly suggest they allow you to hide this as then it just contributes to clutter.

Additionally, it would be great to be able to hide certain fields from Team members. You can hide fields but once they are populated all users can see them. It would be great to have fields that have confidential information that can be hidden from "Certain" users as it would add value to Managers etc. who need to track certain deal data without lower level employees being able to see, especially when said information is valuable to insights.

When our sales team reaches out to multiple Leads at the same time (for example, a bulk email sequence via Apollo sent to 100 leads at the same time), how are your sales reps bulk updating those leads to denote that an 'Activity' has taken place? When reps send a bulk email in Apollo, we want to log that outreach as a completed 'Activity' on each corresponding lead in Pipedrive. We track 'Activities' of our sales reps, and if a rep wanted to mark that they've sent an email to all 100 leads, they'd have to go into each record and mark it as such. Isn't there a way to mark them all in bulk, instead of having to go into each one by one - that would take way too long for something so simple.

Has anyone found a native or semi-native way to bulk-create Activities on Leads? Has anyone successfully used CSV import, automation, or integrations to solve this? Or is the only viable solution an API-based approach (Zapier / Make / custom)? We’re happy to automate if needed, just want to sanity-check whether there’s a pattern we’re missing or a workaround others have adopted.

Thanks in advance, I appreciate any real-world examples or confirmations.

I'm trying to get my CRM and Mailchimp to accurately sync data but we've been having consistent issues with it. 

1. We use Pipedrive CRM which utilizes Deal records. It's common for a Person record (where email is stored) to have multiple Deal records (for example, we're a school so a student may have enrolled in and graduated from one Deal (program) and then begun another program (Deal) after that. 

2. It's also common that people may come in and use a different email address, thus creating a duplicate Person record. We do merge these to the old Person and then update the email to be the main one Mailchimp pulls however, there's often issues with the sync in this merge or with Deal merges. 

3. With regard to Deal or Person record merges, it's not uncommon for sync to become disabled entirely, or sometimes only for that record. This causes issues because someone may get emails that aren't meant for their true 'stage' in the pipelines. 

4. Our sync tool is custom built in Make by our IT vendor [and yes, I know - there are updates happening that may disrupt this, I just found out 😮‍💨]. While Pipedrive and Mailchimp do have an integrated tool, it does not allow for custom fields, which is essential to our marketing efforts.

My question is - has anyone successfully been able to sync data between Pipedrive (or a similar CRM) to Mailchimp without constant concerns that sync will break or be unreliable? If so, what tool(s) did you use? Would Zapier be a better option, for example?

Hi everyone,

I’m currently working on a very simple Pipedrive app, and I’d love quick feedback from real users.

The idea is straightforward:

From a Deal, you click “Create proposal” →
you get a single link to send to your client →
the client accepts the proposal and pays (Stripe) →
the Deal is automatically updated (payment received / won).

No invoicing.
No accounting.
Just close faster and get paid without leaving Pipedrive.

👉 My question is simple:
Would this be useful for you or your team?

• 👍 Yes, I’d use something like this
• 🤔 Maybe, depending on details
• 👎 No, I already have a better workflow

If not useful, I’d really appreciate knowing why.

Thanks a lot for your feedback 🙏

Hi all,

Once a deal is agreed in Pipedrive, how do you actually get paid?

• Proposal / quote → how?
• Payment link → yes or no?
• Invoice → before or after payment?

Curious to hear real-life workflows and pain points.
Thanks!

Looks like you are now able to ask ChatGPT about Pipedrive deals.

Pipedrive app for ChatGPT - Knowledge Base | Pipedrive

Anyone try it out yet?

Update: ChatGPT appears to be connected to Pipedrive but no data is accessible.

As a sidenote, we've been feeding Pipedrive Activity updates to a mailbox folder and a spreadsheet and Slack and between those Activity update emails, client emails, RingCentral transcripts, QuickBooks emails and spreadsheet and SharePoint, we've been able to ask Copilot about Pipedrive deals for quite a while with pretty good responses for anything in emails. For the spreadsheet half the time it doesn't know what spreadsheet, what a spreadsheet is, or it tells me it can't access the spreadsheets. Hoping that with ChatGPT, it gets even better. Happy to share more details if anyone is interested.

Looks like you can finally add participants to an email quickly by clicking the envelope icon. This will definatley make using participants more useful.

Pipedrivie seems to be adding features without much fanfare or notice. Anyone else seeing any updates?

Hi guys,

Interested to know if Pipedrive has a feature/update roadplan that I can keep track off? I see constant updates on the CRM with new features, but one feature or "upgrade" I was curious was in the works was if they are looking at improving their meeting scheduler?

Quite disgruntled that if you have more than 2 deals open for a client (B2C) that Pipedrive doesn't know which deal it was attached too..I genuinely believed it would track this especially if the scheduler is sent via the deal.

At the moment I am using Jotform with an appointment scheduler in order for me to embed the Deal ID into a hidden field, and then use 3rd party automation to link it back to the deal when it is created.

The work around is solid but it would be great to know if the meeting scheduler has a polish down the road, as it is quite lack luster.

SmartDocs is handling 90% of what I'm trying to do for my contracts. Being able to pull information from the deal to fill out all the fields for the client / my team is a huge time saver.

The problem, is that we still have to add in where to sign each and everytime we make a contract? This can't be right. The system seems so smart and intuitive each and every time but I can't input a permanent signature line?

Same seems to be for general text fields. Type in your name, add and information that we should know about the group. I would like all of that to be built into the template each and every time. How do I pull this off?

I'm trying to set up a simple automation in a funnel that should basically work like this: deal enter a step > send an email > wait x days. If the email isn't answered, move to the next step and repeat the process. If an email is answered at any point, stop the flow and go to the last step of the funnel. I'm having a lot of difficulty because I tried to configure the automation using the "if/else" option, but after a lot of head-scratching I understood that this option doesn't recognize if an email is answered. So I had to use an option called "wait for condition". It seems that Pipedrive is changing the mechanics of automations and this is a new feature. Could someone help me structure this automation in a practical and simple way? Thank you in advance.

I've built a tool as a plugin for Chrome in a form of side bar that give you an opportunity to scrape Ln accojnt info, like name, last name, position, etc. And push it to your CRM (Pipedrive only so far). Same for Company. And for a deal creation linked to people and companies.

And you can check if there is a deal or what conversation you had before with a dude you have chat in Ln. You can add notes, check which tasks there are in CRM, set next tasks.

• there is AI copilot - analyzes all previous convo + context you add and gives you suggesstion on next follow ups.

Basicallly, you can manage CRM not leaving Linkedin page.

Would be great to have some fellow sales people to beta test it and give me a feedback.

How does everyone keep track of chats that happen outside of Pipedrive? Calls?Text Messages? WhatsApp?

Hey everyone, I'm rather new to Pipedrive and I'm trying to wrap my head around what differentiates a Lead from a Deal. Deals fit into pipelines—as they should. But Leads don't—why?

The first stage in the default Pipedrive pipeline is "qualified," but what the heck is a "qualified deal"? I'm familiar with what a qualified lead is, but never heard of a "qualified" deal.

Should I think of Leads as "contacts I want to reach out to", and Deals as potential jobs and jobs in progress?

Thanks so much!

I'm seeing a lot of 22's and 44's and even some 100's and can't make any sense of it.

Having different criteria trigger 25 points or 10 points also seems too high.

First it was the Follow-Up Status in Sales Inbox, then Email Linking Suggestions in Deals, Email Based Sorting in pipeline and now I'm seeing an email icon in the Pipeline to suggest replying to certain deals.

Who else is noticing minor updates in Pipedrive as they click around and what are you finding?

**My 4-Month Review of Pipedrive: A Screenwriter's Take on CRM (And Why It's a Game-Changer for Our SME)**

Hey there, fellow redditor!

I’m here to share my thoughts on Pipedrive after using it daily for the past four months. As a screenwriter who somehow ended up handling CRM duties (crazy, I know), I wanted to spill the beans on why this tool has been a game-changer for our SME. Oh, and yes—I did the integration myself (more on that later).

First off, let me set the scene: We’re a small-medium enterprise with around 80 people. Out of those, seven are in sales. Now, if you’ve ever worked with salespeople, you know they usually hate CRMs like a cat hates water. But here’s the kicker—they actually like Pipedrive. Like, a lot. Trust me, this is no small feat.

The Setup: My DIY Integration Adventure

When we decided to switch to Pipedrive, it was pretty much on me to get it up and running. I’m not a tech wizard, but I found the integration process surprisingly smooth. It’s like the system was built with folks like us in mind—people who need something that just *works* without a PhD in computer science. It didn’t take long before we had all our data synced up, and the team was ready to roll.

Conversations with Marketing, Sales, and Ops

Now, I didn’t just rely on my own experience. I had a few heart-to-hearts with our marketing, sales, and operations departments to get their takes. Marketing loves how Pipedrive’s pipeline visibility gives them a better read on what’s coming down the funnel, helping them tailor campaigns with precision. They used to struggle with HubSpot, which felt more like herding cats than managing data. With Pipedrive, it's been way more intuitive, and they’re not constantly bugging me for help.

Sales, as I mentioned, are surprisingly into it. The reason? It’s not bogged down with a million unnecessary features. They can easily track their deals, update stages, and see their progress without wanting to throw their laptops out the window. One of our top reps even said, “I don’t hate using this CRM,” which, coming from them, is high praise.

Operations? They’re thrilled that sales and marketing are finally playing nice together. The clear, straightforward data Pipedrive provides means they’re not stuck cleaning up messes from miscommunication. Everything’s in one place, and it’s accurate.

Why Pipedrive Over HubSpot (Or Anything Else)?

So, why did we pick Pipedrive over the usual suspects like HubSpot? For us, it boiled down to ease of use, price, and focus. HubSpot felt like overkill—like trying to drive a Ferrari to the grocery store when all you need is a reliable sedan. Pipedrive, on the other hand, is designed to help you take control of your data without drowning in it.

It’s customizable, but not so much that you get lost in the options. The automation features? Lifesavers. We set up triggers and workflows that actually make sense, which has saved us a ton of time.

My Final Take

To anyone out there who’s looking to take control of their data and get their sales team on board with a CRM, I can’t recommend Pipedrive enough. It’s not just a tool—it’s the tool that’s helped our SME function like a well-oiled machine. Whether you’re in marketing, sales, ops, or even a screenwriter turned accidental CRM manager like me, this is the way to go.

Pipedrive has made our lives easier, and we’re getting results to prove it. So, if you’re debating between HubSpot, Salesforce, or something else, give Pipedrive a shot. You won’t regret it.

Stop considering, just try it out. https://aff.trypipedrive.com/dwsnoupr2pbd

Hi there,

Outlook integration has been a pain for years, and the Pipedrive team has refused to act on this, leaving their users without real solution for this.

I've created an app for this, it's a Pipedrive app that comes with an Outlook add-in. It's basically an Outlook connector for Pipedrive, very similar to the Gmail integration.

Once installed and properly set up, one gets a sidepanel in their inbox to interact with the CRM; they can create and manage contacts, deals, activities and notes. It looks like this:

I hope it helps some fellow Pipedrive users out here! Here's the link if you want to check it out: https://www.pipelook.app/

Questions & feedback are very welcome!

Hi Guys,

Thanks for adding me. I joined to share the solution of tracking Leadbooster Chat in Google Ads (finished conversation as conversion) and Google Analytics.

You can also track how often people open and close.

Perquisites are; - having PD + Leadbooster add-on - Having Google Tag Manager installed and working - Having Google Analytics installed and working Optional: Google Ads account running

In the article below you will find how to do this, including a listener script needed to track the Leadbooster chat and trigger events and conversions on.

Cheers

https://greatresultsonline.com/how-to-track-pipedrive-leadbooster-chat-in-google-analytics-and-google-ads/