Pipedrive Sales Community

Survey/Poll

Apps & IntegrationsSales processes

Asked a question 16 hours ago

Hi Pipedriver's! I'm building my teams sales techstack for 2021. What tools should I use? [Click to vote and then comment below with feedback on that matchup!]

Contact Search: Hunter.io vs. Apollo.io vs. Lusha.com

Email Marketing: Lemlist vs. Woodpecker

Video Email: BombBomb.com vs. Vidyard

Engagement: Outreach.io vs. ?

Social: LinkedIn Premium vs. Sales Navigator

1 vote

Answer

Survey/Poll

Asked a question 5 months ago

Pipedrive is planning to create some training material for you! Which topic would you like us to cover in a video about the most common mistakes, tips and tricks?

Visibility and Permissions

Scheduler

3 comments 128 votes

Liked by Mike van der Valk and 10 others

Answer

Survey/Poll

Tips & TricksCustom fields / Data fields

Asked a question 2 days ago

In Email Template, add custom fields inside link, as image.

Answer

Survey/Poll

Asked a question 7 months ago

Would you find it helpful to be able to share custom fields between the leads and deals? Eg. Show deal custom fields in leads if available.

Yes, I want to be able to use the same custom fields for leads and deals.

No, I want to have to have separate custom fields for leads and deals.

A bit of both, let me specify what fields can be shared between deals and leads.

7 comments 19 votes

Liked by Jorge Martínez Ma... and 2 others

Answer

Survey/Poll

Feedback & suggestionsProblem solving / Workaround

Asked a question 4 days ago

Hello there, I thought of a solution for a problem when sending emails in pipedrive with fields: As of right now it is ... What do you all think about this?

Good idea!

Dont get it ...

1 vote

Liked by Justus Lubahn and 1 other

Answer

Survey/Poll

Asked a question last month

Hello! Has anybody had any luck removing products from deals using either automator or Zapier? - details - When a deal ... greatly appreciated!

2 comments

Answer

Survey/Poll

Feedback & suggestions

Asked a question 5 days ago

When writing bullets on an Activty: creating bullets with dash + space is the quickest way. Similar to how it is in ... Would you like it to be like this ?

Survey/Poll

Asked a question 7 months ago

Eu gostaria de saber se existe alguma iniciativa de gerar uma landing page no Pipedrive para que leads baixem um ... page! Do you know if it is possible?

1 comment

Liked by Mike van der Valk

Answer

Survey/Poll

Feedback & suggestionsSales processesTips & TricksStatistics & Reports

Asked a question 5 days ago

Would you like to add more users and salespeople from your own organization to a meeting, task, event etc? That would ... for each customer of same type.

Yes, this would be great!

Nope, not interested

2 votes

Answer

Survey/Poll

Asked a question 4 months ago

Would is be helpful to make the contact and organization header similar to the one of the deal to provide a quick transition toward related records?

Survey/Poll

Feedback & suggestions

Asked a question 6 days ago

It would be great to be able to have my own fonts on webforms so it integrates visually with my website.

Liked by Christian Ayala and 1 other

Answer

Survey/Poll

Asked a question 6 months ago

Do you find it useful to include a booking link/button in your emails to get prospects to book meetings with you instantly?

Yes

No

2 comments 26 votes

Liked by Justin Stephens and 1 other

Answer

Survey/Poll

Automation

Asked a question 7 days ago

By chance would anyone know if it is possible to use Pipedrive's automation to add someone as a follower to a deal if that person is assigned a task linked with that deal?

Liked by Christian Ayala and 1 other

Answer

Survey/Poll

Asked a question 2 months ago

My email send is not working in PD and it is next to impossible to get any help. Can anyone here help me, please? I ... no one from the company is responding.

1 comment

Answer

Survey/Poll

Group email

Asked a question 7 days ago

Is the group email feature available to all users or just those with admin privileges?

Answer

Survey/Poll

Asked a question 7 months ago

When working with Trello as Project Management software after the sale is complete, you can have Trello linked to ... onto the new Trello card as well?

6 comments

Liked by Jay Wealcatch and 1 other

Answer

Survey/Poll

Contacts & calendar syncCalendar syncCustom fields / Data fields

Asked a question 7 days ago

Wat is er gebeurd met het synchroniseren van meetings in Google Calendar? What has happened to syncing meetings with ... the printscreen: Sandler & contact name

Answer

Survey/Poll

Asked a question 4 months ago

Is there a way to change columns on the Lead page?

3 comments

Liked by Mark Bryant and 1 other

Answer

Survey/Poll

Feedback & suggestions

Asked a question 7 days ago

Improvement idea for activities calendar view: while generating activity there could be generated automatic header text ... person field or either one selectable.

organization

contact person

either one selectable

2 votes

Answer

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