49 results found
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Add export to Mailchimp button in the person profile
The export to Mailchimp button only exists in the the people list view, but it would be nice if you could also export individual contacts from the profile page.
1 vote -
Update bounced status automatically if marked as bounced in Mailchimp
When a contact is bounced in MailChimp that should also be reflected in Pipeline automatically.
2 votes -
Create an integration with ZoomInfo
ZoomInfo is a major platform for prospecting and client development. Would be great to allow for direct feed of prospects into the Pipeline platform.
2 votes -
homebot
Let's get connected with Homebot and Mortgage Coach.
1 vote -
Save name of list view when using Google Sheets extension
When importing a list view into google sheets using the PipelineDeals Data Importer, there is no indication of what list view was imported. This can be useful for future reference or when you need to refresh the data.
1 vote -
Integration with Make.com (formerly Integromat)
Please consider creating a Make.com (formerly Integromat) integration, or updating the Zapier integration to include more options.
I've run into some limitations in Zapier and have been able to work around them in other apps using Integromat. One specific issue I've had with the Zapier integration is not being able to send information to the deal summary field when creating a new deal
1 vote -
Voice To Text Software
Ability to possibly integrate with Dragon NaturallySpeaking or help with improving the voice-to-text feature that I use within Pipeline CRM. When dictating the name into a new task, PipelineCRM seems to hear the voice, the text is entered, but when I tab into the next field, the name of the task vanishes and a blank "required" field appears.
1 vote -
1 vote
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API key visibility
It would be great if Admins could see ALL users' API and Web-to-Leads key. Currently Admins that are on teams cannot see the keys of users that are on a different team.
1 vote -
Fix Excel Plug-In
Every Monday when I go to do report in Excel, my Excel Plugin for Pipeline literally disappears and I have to go through the process of downloading it every single Monday.
I also run into errors when trying to refresh a list, 75% of the time when I hit refresh, it pulls in a completely different list unrelated to the list I am trying to get. I have to disconnect the list and find it again to refresh
1 vote -
Add 'updated_by_user_id' as an attribute
In the webhook calls to our endpoint, we'd like to identify the user that is making the update in PD; however, we don't see an 'updatedbyuser_id' attribute in the posted JSON object
1 vote -
2 votes
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Business Card digital integrations
Having the ability to share your business card digitally via Pipeline. Using Linq or a similar application via integration.
1 vote -
Additional Quickbooks Online Functionality
The ability to customize fields on the invoice form.
Create activities when the invoice is edited or voided.
Ability to edit the invoice after it has been submitted.2 votes -
Google map Integration of Customers, Prospects, Etc.
It would be nice if you could create a google map through Pipeline of all your customers and be able to have different color icons for customers, prospects, etc.
8 votes -
Ticketing Feature
It would be helpful if Pipeline either had a ticketing feature or integrated with a ticketing system so all the information could be kept in one place.
3 votes -
Allow user to designate default system fields for the Quickbooks integration
Please allow for us to designate or widen the selection of system fields that can be pulled from to create a contact with the Quickbooks integration. We need for the system fields for home address, home email, home phone and mobile phone to also be populated when selecting a contact from within Pipeline to be created within Quickbooks via the integration.
1 vote -
Allow zapier to assign owners of records
Right now you have to create a zap for each user in an account if Pipeline is not the trigger. It would be nice if you could assign an owner through zapier actions.
2 votes -
Add ability to specify return of exact matches only via API calls
Please add the ability to indicate that only exact matches should be returned when submitting an API call. At the moment, partial matches are triggering false positives rather than only being triggered when an exact match is detected.
1 vote -
Allow Google SSO for Pipeline for Gmail Extension
Please add the option to use Google SSO rather than our Pipeline username and password for the Pipeline for Gmail Extension.
1 vote
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