Best Of
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New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option…1 -
Re: Add label to a lead depending on a choices from a Pipedrive Webform
Hello @Aissax, We can indeed use automations to update Lead labels when a new Lead is created from Webforms. For this you can set up an automation similar to following: Here, we are making use of the…1 -
Re: How can I filter with multiple "OR" statements?
Hello @AlexanderC, In addition to the option with API mentioned by Alex above, you could also try placing both conditions under the ANY section, which acts as an OR condition, see an example: We hope…1 -
Re: Moving appointments from one day to the next in volume
Hi @MaggieM ! Not in calendar view, but in the list view of activities, you can select as many activities as you need and change their due date in one go.1 -
Re: Merge tags fallback Value
Thanks. This surprises me as it's a super basic function.1 -
Re: Merge tags fallback Value
Hi @Alex Waite Thank you for sharing this, I can see it would be super useful to have that option! As this is not currently possible with merge tags, I will send this suggestion internally to be anal…1 -
Re: Problems with Setting Up Campaigns
Hi @Jessalyn Phillips and @Saijal, I'm a PM at Pipedrive. If the pro troubleshooting tips from @Alex - LeadOn didn't help, then please reach out to our support directly. You can start a chat with the…1 -
Re: business card scanner for IOS
Hi @Aschmook thank you for the feedback! There is an Android card scanner already but not yet an iOS scanner for technical reasons. I have passed on your feedback to the mobile team for further resea…1 -
Re: Keeping follow up email in the same thread (workflow automation with delay)
We ended up integrating Lemlist to handle email automation since the Pipedrive team will never do this. The oversight and disconnect from the user base is staggering. When the time comes to switch CR…1 -
Re: How can I move a deal from one pipeline to another using automation?
@ph0429 it should be the “pipeline stage” option since you select both the pipeline and stage you want to update.1
