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Calendar sync setup: more updates!
Following up on our last news about calendar sync, we’ve made some thoughtful improvements to the calendar sync experience in Pipedrive, based on your feedback and needs around visibility, control, and simplicity. You now have better visibility into your full schedule — including private events — while maintaining complete…
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Bulk Editing - two fields
I wonder if this is possible : When I send out a group email, I would like to bulk edit the tagged people tasks as completed and at the same time create a new reminder task in the future at the same time during the bulk edit. Is this native to the bulk edit tool ? Otherwise I have to manually open up each task one by one,…
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Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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Has anyone built a post-sales claims management module in Pipedrive using Projects + Automations?
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…
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Unlink single email not whole thread
Sometimes customers send new orders by using the Reply function and then they're editing the subject field. This causes that such email is being assigned to an old thread/deal and we're unable to unlink this single message from this old deal, because it's only possible to unlink a whole thread... Would be great to have an…
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I need help moving a deal to another stage using automation
Hi All, I am new to Pipedrive and have been looking through the community posts on this and been trying my hand at moving a deal from one stage in the pipeline to another but for whatever reason I am unable to get it to work. I have attached screenshot of my automation workflow as it stands. What I want to happen is, when…
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Is there a way for Phone Calls from lemlist to show up as a phone call activity in Pipedrive
I have already integrated contacts, deals, etc. and have the phone calls using computer from Lemlist working fine. Would like those phone calls to show up as Phone Call Activity in Pipedrive. Ken DuPont
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Can Calls from Lemlist be reported in activities in PipeDrive
I have already integrated Lemlist and Pipedrive and Contacts etc are getting imported from Lemlist automatically. I'm using Lemlist to make outbound calls and can't seem to get them to show up as activities or phone calls in PipeDrive. Is there a way to do this?
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Bulk Webform For My Team?
I am an organization leader. Can I create a bulk webform for my whole team? Specific to each of my sales reps? Like the following: https://webforms.pipedrive.com/f/5VLE7oQfQkwIxz11OkyeSsVcH48hrCKXcKbdw8z4DuvVlZRRX0rJttNJbdmizsJNOr Thank you
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Community Shutting down?
"This is part of our ongoing efforts to improve the ways we connect with and support our customers." How does this help?