Error when trying to import leads
When I click on the button to import leads the following appears: The page you are trying to access does not exist. Do you know why that would be? I would like to upload a spreadsheet of new leads.
Convert ADF format email into lead?
Hello Everyone, I am trying to figure out how to automatically take leads that are emailed to me and generate individual leads to follow up and process through. Currently, they are emailed to me in ADF format and need to be filled into Pipedrive manually. The only other option I see is to have it copied and pasted into a…
How can i Manage Different Contacts with same email and Organization?
In my case, organizations normally has institutional emails runs by different people over the years. For example: "sales_ABC@hotmail.com" in 2017 my contact was Megan, in 2029 George, and 2023 Peter. I can NOT change the name every time, because then we get lost on what was discuss and agree with the person before at that…
Connect custom field to multiple objects?
I want to create a custom field, for example "referral". I want to add this field primary to "Organization" and secondoy to contact. Is this possible? So for example, when i enter any information to this field in organization, this information (or field) should also be shown in contact without filling it again.
Is there a contract solution that allows the client to input their business information directly into the contract, without the need for manual mapping and labeling of text fields in the contract template? I am aware that we can prefill this information from organization fields and custom fields, but the sales team is…
Hi all, I would like to send regular newsletterwith pipedrive. Is it possible with the option "Campaigns" or is it necessary to use an external tool like brevo, maichimp ... Thank in advance for our help Kind regards SAM
Bulk label emails
Hi, can anyone help me to show me how I can bulk label emails? Thanks, Joop
Any third-party tools to make follow up email automations be linked to the original email?
I recently set up email automation to automatically send out follow-up emails as I move my deals through the stages of my pipeline. However, I would like these emails to be connected to the original email I sent out (in the same email thread) as I've experienced that my reply rates improved then. I checked with the…
mass removing blocked emails
Hi I send a group email and I received a lot of blocked replies, how do I remove these contacts? is there a way for pipedrive to detect it and remove them automatically or do I have to manually remove them one by one.
Is it possible to stylise Teams Meeting Invites in Pipedrive?
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?