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Pipedrive to PowerBI
Hello Pipedrive Community Does anyone know if there is a way to connect Pipedrive to PowerBI? I need data within my opportunities to flow into our dashboard in PowerBI. From my research, it doesn't look like there is a direct API but has anyone found a workaround for this? Thanks! Alex
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Exporting emails linked to customers and deals
How do I go about exporting all the emails (and included attachments) that were bcc'd into Pipedrive and attached to the client's activity history?
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Notes and List-View Columns in Deals
When viewing Deals in list view... ..., there is a gear on the right side of the screen that allows me to select what columns I can display and sort for each deal (Activities to do, Contact person, Creator, Deal Closed on... etc). There is no way to view/sort the number of notes on any given deal, but it would be nice if…
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Is it possible to create recurring activities?
Is it possible to create recurring activities?
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Provide fields and rounding options for the Scorecard report in Insights
What would be really helpful, is to be able to create a Scorecard report that shows e.g. [Name]: [Actual]/[Target]: Jon: R16million/R23million Sandy: R21million/R28million
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How to list PEOPLE associated with an Organizational search ...
We do not enter email addresses for organizations, only people. How can I do an "organization" type search or filter in PD and have it show me PEOPLE associated with those organizations? Example: We have a custom field for ORGANIZATIONS that denotes them as a new account. I would like to send a bulk email to those PEOPLE.…
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Business Improvement Manager
Can you filter insight reports to only show activities that are linked to an organization and a person?
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La sincronización de contactos entre PIPEDRIVE y GOOGLE genera duplicidad y errores en la informacio
En dos de mis compañías he tenido problema con la sincronización de contactos entre PIPEDRIVE y GOOGLE CONTACTS, ya que duplica contactos en pipedrive (tema que se podría resolver con FUSIONAR DUPLICADOS), pero lo mas grave es que esta vinculando datos como email y teléfono en PIPEDRIVE que no corresponden a las personas…
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Are your campaigns stopping dead in their tracks? | Campaigns Tracking and Reporting 📊
With the Campaigns reporting feature you'll have a bird's eye view on how any given campaign is performing: * Engagement: this gives you an understanding of your campaign opens and clicks. * Delivery: see a breakdown of your successfully delivered emails, your bounced emails, unsubscribes, and spam reports. * Performance…
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Custom Fields in Campaigns
How can I select custom fields, especially the proper salutation fields, in campaign templates? We can't go without it in DACH area. #campaigns + #templates + #handling
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Revenue Forecast for Both One-off and Subscription Products in One Report
Revenue Forecast for Both One-off and Subscription Products in One Report For companies that sell both one-off products and monthly subscription products, it is very important to see probability weighted revenue forecast for both products in one report. Is there any new feature or trick to support this demand??
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Chrome profiles log in problem
Why can't I login pipedrive from my another Chrome profile? It just does not recodnise right email and password which I use successfully with my first Chrome profile. Also Edge lets me in without any problem.
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Create Pipedrive Activity from a Received Email
Hi Guys, I haven't seen this covered anywhere but most definitely need it to be. What is the best way inside Pipedrive to create an activity using a received email? The feature would act like Office365 does when creating a task from a flagged email. I find this such a simple feature that I must be missing something in not…
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Organization/Contact Insights
Hi... I'm needing to run reports on Organizations and contacts added but there doesn't seem to be any way on insights. Looking at previous requests here its mentioned that it is being developed. Can you please give an update as this is critical as we grow as a business and we need to track activity.
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Conversion / Call activity report
Hi everyone, Is it possible to create a dashboard where see those deals won who have had some call activity? Im currently using cloudtalk. Regards
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Connecting Contacts to Organisations
Hi Pipedrivers isn't it possible to connect a Contact (a Person) to multiple Organisations? Many thanks for every feedback and kind regards, Jürg
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Can I import a data spreadsheet and assign user to the contacts?
I'm uploading a spreadsheet and I'm adding activities but I would like. to assign all these activities to one user, and not the user who is importing the data. is it possible?
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I'm new to the system and am looking for a way to get a standardized workflow going.
I'm new to the system and am looking for a way to get a standardized workflow going. I've got 500 prospects in my list that I imported but now I'm having trouble figuring out how this thing is set up. My brain is not synching up with the way the process works. So now I'm frustrated. How do I get through the mental…
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⏰ Webinar: Beautiful reporting, actionable insights | July 28, 2021
Join Pipedrive pro @James Campbell and Product Manager @Seda for a discussion and Q&A session on how to use our Insights feature to create visual reports that point the way to improve the performance. Date: Wednesday, July 28th Time: 7am PCT / 3pm GMT Register now 📍 🔔 Follow the Events topic to never miss out on what's…
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Asking for Advice||Suggestion: Automatic translation of Single Option Values in API
Hello, I've noticed, that API call (/api/v1/deals) for Single Option Value custom fields doesn't return the original value, but some generated numer string like "12" or "13" or "14". It there any way to have the original values put in the API response automatically and don't have to map this generated numbers to original…
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Need suggestions for cleaning up Pipedrive.
I am looking for a way to clean up our current Pipedrive instance to reduce a bunch of unnecessary clutter. The issue we are facing is the original process setup at our company was for the sales team to run a deal through their pipeline. When the sales team was done they would create a new deal for the accounting…
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Done activities on Bussiness opportunity card
Hi there!, I wrote with question about function that used to be available about 1-1,5 year ago and it turned out that it doesn't work. Activities that sticked to each Business Opportunity Card: they are planned for each day, and we ticked them as done. Previous: we planned acitivity 10.June, we done it that day, but we…
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Using Pipelines to Track Event Participation
Hello Pipedrivers. We are curious if any of you are using Pipedrive to track your company's participation in events. For example, we are looking to build an Event Pipeline and create Deals related to specific events. Then usher this Deal through the stages of submitting an abstract, attendee list set, registering our…
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Pipedrive integration with google drive. Renaming folders, creating subfolders
Hi everyone! I have the following scenario that I would like to get: Sync Pipedrive with Google drive to download all files from pipe drive into subfolders for each deal. Pipedrive > "Deal Number" > "Deals Subfolders" Currently the integration renames the folders but to the organisations or contact person name, do you know…
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One Contact with two organizations
Hi everyone, i want to add two organizations to one contact, because the contact is CEO of two organizations. How can I do this?
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Seaking for advice - Email sync issue
My email account disconnected from Pipedrive about a week ago. I contacted Support and they are telling me that they are waiting after Engineers for a solution. Anyone else had this issue before? Email sync is kind of the main feature of a CRM so I am not very pleased right now. Thanks!
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Subfolders
Hi everyone! Is there a way of organising things in each deal folder to subfolders when integrating with google drive?
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Volume pricing
Hi, I have a sales model that uses Volume Pricing eg 1 item costs $100; 20 items cost $90 each; 50 items cost $80 each, which makes quoting currently a very manual process. The usual way recomended to handle this is to create a separate product for each price level. Now, this would work nicely if I only had a few products,…
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Hi everybody. For people using iPhone, dont you think its inconvenient to manual logging for incomin
I bought android phone purposely to install pipedrive on it. Im aware that Android apps can automatically logging both incoming & outgoing calls. Thats awesome for me because i work as property consultant. Lots incoming & outgoing calls happened on daily basis. So, next year i would love to buy iPhone to replace my Google…
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Participants
Hi. I waded through half a dozen CRM's before circling back to Pipedrive and signing up.I'm therefore rather disappointed at the pitifully weak handling of multiple deal participants -- this could well be a show stopper.