Hello, At times, we need to send marketing and proposal information to a prospect or client that we would like to disable download/forward/print, etc. for competitive reasons. Gmail has a "Toggle confidential mode" on it's own, but not the email integrated within Pipedrive, where our sales team is working from all day. I…
We at Outfunnel have recently mightily improved our Lead Scoring feature to include both marketing engagements (email clicks, visits to specific pages, etc.) and data from Pipedrive. Namely: You can increase scores when a key (sales) Activity has been completed, such as attending a demo call, registering for a webinar,…
Hello, new here.. I have a group of contacts that I want to email 50-100 times a day from 50-100 different new deals from the DEAL PAGE. It is the same group of people, or groups of people and on occasion I will want do remove an email within the list, so as to not send to that person. SCENARIO I have 13 contacts that I…
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
I am trying to create a webhook via API but the webhook that is created via API is not visible in UI in few cases but the API call returns success (200) Scenario 1 : Webhook API call via api_key -> In this case webhook is visible in UI Scenario 2 : Webhook API call via access_token -> In this case webhook is not visible in…
Hey, Has anyone got integration to JIRA and are able to share some use cases? We are looking at options so that we can manage customer-related activities from Pipedrive in our team workflows on JIRA. Thanks Jake @Marketplace Apps @Pipedrive Integration
To keep it short, here's our situation: We are part of a corporate group of 5 companies and were the first of those 5 companies to start switching to Pipedrive a few month ago. Now the others are following and we'd like to find a solution to the following scenario: Each of the companies has their own list of clients…
Hi Pipedrivers! Here is a question: how do you set up a pipeline for B2B2C approach? Part of our sales works in a way that we approach and make agreements with an organization, but the actual buyers of our product are the customers of that organization. This is where we get stuck: we need the organization deal for the…
Hello, Is anyone experiencing issues with filters you have setup in Pipedrive where the parameters have either been completely deleted or most or them removed? We've unfortunately seen this across a lot of filters that were connected to Zapier to power emails to clients. Given the parameters of the filters have either been…
Greetings! We need to print out the Pipedrive web page regularly; however, recently something has changed and the print page configuration now only uses 1 third of the page size. Instead of printing right to the edges of the page, it now has large areas of white space that will not be printed on allowing only a very…
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