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Campaigns and Email Marketing
All about email marketing and Pipedrive's Campaigns feature.
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Recent Discussions

Problems with Setting Up Campaigns
Hi everyone, We have a list of a few hundred contacts that we contacted and whom have consented to us emailing them. We're now trying to upload these contacts so we can send them a campaign except everytime we do this, it is automatically uploading as "unsubscribed" tag. If I'm correct, shouldn't it be "no consent" first…
New: Automations notifications to help with troubleshooting
What: Automation owners, and in some cases the account owner, will now receive email notifications for three main error events in the Automation feature, ensuring they stay informed and can take proactive action to troubleshoot automations. Why: A common reason that automations fail in Pipedrive, is that some steps are…
Calendar Privacy
Hi I am syncing my Google calendar to Pipedrive and all my events are now public. My default setting in Google calendar is Private and I cannot go and change the individual setting for each event. How can I limit my teammembers visibility to my events? I don't see how I can do this in the visibility groups.
Moving appointments from one day to the next in volume
Is there a way to move appointments in calendar view to another day in volume at one click - eg. say you have 10 calls that were not made today, is there a way to group them and move them all together to another day - thanks in advance
When I expt a contact from ZoomInfo to PD I get limited data. Why not all the contact info?
When I export from ZI to PD I get a limited amount of contact data. All the info does not come in. On my example it is missing phone numbers and addresses. Is this a mapping issue? And if so can you tell me how to fix it?
business card scanner for IOS
would love a business card scanner feature for Apple products
Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
New group: Consultancy & Agencies – Join and sign up for our first Office Hours event on March 19th
Are you a sales professional using Pipedrive for a consultancy or agency? We’ve created a dedicated community space just for you! Join the new Consultancy and Agencies group and connect with other like-minded professionals in the industry, exchange best practices and learn tips from top experts. Kickstart your journey and…
Email Tracking Not working as expected
Email tracking is kind of messed it, it even shows as opened if I see the email sent inside deal, I don't really understand it. The tracking should be excluded from someone who is sending the email.
How to attach an email automation to a team member?
I am actually building automation to convert lead into deals, with automatic allocation to the right pipeline, and at the ame time sending a confirmation email to th elead that they would be contacted soon. Eah of my Pipeline in Pipedrive concerns a team and each team has a sales manager, so I would like the confirmation…

Help Other Members

Moving appointments from one day to the next in volume
Is there a way to move appointments in calendar view to another day in volume at one click - eg. say you have 10 calls that were not made today, is there a way to group them and move them all together to another day - thanks in advance
When I expt a contact from ZoomInfo to PD I get limited data. Why not all the contact info?
When I export from ZI to PD I get a limited amount of contact data. All the info does not come in. On my example it is missing phone numbers and addresses. Is this a mapping issue? And if so can you tell me how to fix it?
Report of recurring Products
Is it possible to run a report of recurring products ending for the year? I can see the rise and fall in a graph but not whats ending.
How can I filter with multiple "OR" statements?
I want to filter deals that have field X value = Y OR field Z value=W. I cannot find how to add an OR operator, I can only filter with AND operators. See screenshots for my attempts.
How to link multiple participants to a project
I've noticed a thread from 3 years ago asking for this so not sure if this has been enabled. How do you link multiple contacts from a company to a project? Also contacts from other companies. Here's the scenario. I have a project we've won and it's a Joint Venture with two construction companies. I need to associate…
Stop Auto Activity Follow up
When I complete an activity, it asks to schedule a follow-up. How do I stop this? According to Chat GPT its in settings, which is what I switched on. But it seems to be hidden even though I'm Admin Go to Pipedrive Settings Click on your profile picture (top right). Select Company Settings (or Personal Preferences if you're…
Colleagues Emails send from my email box (EN/FR)
Hello everyone, I'm having an issue with my automations. When my colleagues use them (even though I am not active in the process), the emails are still sent from my mailbox. With the number of colleagues using them, this results in hundreds of emails being sent, which ends up blocking my mailbox. I can no longer send or…

Announcements

New: Automations notifications to help with troubleshooting
What: Automation owners, and in some cases the account owner, will now receive email notifications for three main error events in the Automation feature, ensuring they stay informed and can take proactive action to troubleshoot automations. Why: A common reason that automations fail in Pipedrive, is that some steps are…
Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
New group: Consultancy & Agencies – Join and sign up for our first Office Hours event on March 19th
Are you a sales professional using Pipedrive for a consultancy or agency? We’ve created a dedicated community space just for you! Join the new Consultancy and Agencies group and connect with other like-minded professionals in the industry, exchange best practices and learn tips from top experts. Kickstart your journey and…
We have improved the Calendar sync setup experience!
Calendar sync helps you get full visibility of your meetings in Pipedrive, use the meeting scheduler seamlessly, and avoid manual logging of sales events. To enhance this experience, we've redesigned the Calendar sync settings page with a more intuitive layout and inline guidance. You can now also see your sync status…
Top WordPress Plugins to Integrate with Pipedrive
To this day, WordPress remains a popular tool for building websites. Add a simple web form, and you get a powerful and inexpensive lead acquisition tool that can be integrated with Pipedrive to keep your pipeline updated in real time. Read on to find out the five most popular methods to integrate Pipedrive with WordPress…

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