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Email Sync and Tracking
I am interested in ideas/solutions for two concerns. First, I understand the low success rate of cold emails, but I have emailed multiple individuals within the same company with none showing have opened our message. I am sending out to multiple levels so it isn't just Clevel ignoring our email. I'm concerned that we are…
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Boa Tarde Pessoal! Quando o negocio é colocado como perdido por um executivo comercial e depois outr
Boa Tarde Pessoal! Quando o negocio é colocado como perdido por um executivo comercial e depois outro executivo solicita a conta...qual a pratica correta? transfiro o negocio perdido também ou apenas a Organização?
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Bonjour, Comment faire pour importer les organisations apparentées ? J'ai tout importé impeccable ma
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Email visibility before deal creation
I want to be able to see email communications with a customer within a deal page that have taken place before the deal was created. Is this possible?
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can you add more options for type of phone number? like main office, direct, etc/
can you add more options for type of phone number? like main office, direct, etc/
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Hoi ben bezig met het maken van een afspraak via Pipedrive -> Outlook echter zie bij al mijn afsprak
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Eloqua integration
Hi, did anyone in the pipedrive community ever try or succeed integrating Oracle Eloqua into Pipdrive, i.e. moving qualified leads from Eloqua into PD? Thanks for any advice on this!
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Welcome new Beta users! ❤️ What's on the roadmap?
Hi all, As of today ~60 extra companies have access to our Beta for project management. We've been getting super valuable feedback already everyone, please keep that up! Tomorrow we have a one-day event with the project management team where we will roughly secure the roadmap for next year. As soon as we we finetune that…
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How do I set up an email welcome sequence with native Pipedrive email marketing platform?
Hi There, We are using the beta version of the native Pipedrive email marketing tool and I can't work out how to set up an email welcome sequence for new email subscribers. Can anyone help?
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Annuel revenues vs Total Contract Value?
Hi, We're a startup selling multi-year services, for different lengths of time, and for the sake of reporting and pipe overview, I'd like to be able to see (or organize my filters according to) both annual revenue forecasts as well as total contract value. Is that something that can be done? Thanks a lot for the help!
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Non-profit/fundraising DRM advice
We are a non-profit looking into using Pipeline for tracking donors/donations/fundraising events. Are there any other nonprofit professionals out there using Pipeline for this purpose, i.e. as a DRM as opposed to a CRM? Would love to know how it's working out for your organization and hear any advice you may have. Thanks!
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How to use Pipedrive to maintain relationship with existing clients who don't have an active lead/de
Hello - We have just started our license with Pipedrive. We get a lot of our new deals from our regular/existing clients. Lead and Deal modules help us manage a new business enquiry from a new or an existing client. But how do we maintain and manage relationship with existing clients who don't have an active lead or deal.…
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Bulk conversion of leads to deal / pipeline / group email
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be…
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Need to centre my webform
I have a webform on my website but it's not centred how can I bring it to the centre? https://www.akivaprojects.com/contactus
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Ideas for Workflow Automations TUTORIAL
Hello Pipedriver 💎 If you would like to upskill your know-how on workflow automations, then these tutorials are for you! Along with some tips & tricks, I’ll share with you how to technically build 4 different automations that we have received your interest in: 1. When a Deal is Won - Move Deal to Another Pipeline:…
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DARK MODE FEATURE AVAILABLE ON PIPEDRIVE
I don't know if the Pipedrive team has already put the Dark Mode feature on, it has been two years since this query has been raised, and I don't see any option on Pipedrive. Please add a night mode or dark mode option, it would be great especially for those who are sensitive to light."LIKE" 👍 if you want the dark mode…
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Track a form Submission using Google Analytics
Hi , I would like to know the best way to track a web form submission as a conversion or event in Google Analytics, Is there a way to integrate this directly. Thanks.
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Error when converting DEAL to LEAD
When trying to either do it one at a time, or a group, I get an error telling me that the Deal could not be converted, and to contact customer support. Is there a way to fix this issue? I have almost 200 Deals that need to be converted.
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Como posso monitorar os dados de um deal que precisa passar por 2 pipelines diferentes? Um de pré-ve
Como posso monitorar os dados de um deal que precisa passar por 2 pipelines diferentes? Um de pré-vendas e ao sair do processo entrar no pipeline de vendas. Não faz sentido o deal não conter registro do seu ciclo completo. Alguém pode ajudar com isso?
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Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do
Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do you use website for advertasing or just bigest portals? if so how you get the leads. Are there any from your website or from main portals? My expierance is that works big portals and personal connections, i find that having…
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Where does sales end and business development begin?
Business owners, managers and sales and marketing professionals frequently view sales and business development as a single, umbrella-like system. In many newer businesses and startups, for example, a few key team members may be entirely responsible for: * Researching and understanding their company’s target market *…
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How do I bulk add deals from a filter list I've created ?
I want to create new deals against a number of contacts I have in pipedrive. I don't want to have to go to each contact one by one to create the new deal. I would like to create a list with the filter tool in pipedrive Then bulk add new deals against people I select on the list I notice I can do bulk covert list results to…
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Comment rejoindre la bêta de 'Campaigns' ?
Bonjour, J'aimerai beaucoup tester la nouvelle fonctionnalité 'Campaigns', comment rejoindre la bêta ? Merci :)
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3CX Integration
Hi, Can the 3CX system be integrated with Pipedrive.
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How are you all keeping track of group emails?
I have 1,000 contacts to email. I send the email to the first 100 contacts. Then I go back to email the next 100 contacts. Now I'm stuck. How do I know which contacts I just emailed? I'm stuck here and must be missing something simple. How does everyone else keep track of which contacts have already received an email?
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prospector data doesn't fully populate in pipedrive
Using prospector is a good tool but after you pay for the contact why doesn't the Job title, state, source of contact populate in your pipedrive contact. It would alos be helpful to have all the information that you pay for in prospects like linkedin contact immediately populated across to pipedrive. Can someone assist me?…
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prospector data doesn't fully populate in pipedrive
Using prospector is a good tool but after you pay for the contact why doesn't the Job title, state, source of contact populate in your pipedrive contact. It would alos be helpful to have all the information that you pay for in prospects like linkedin contact immediately populated across to pipedrive. Can someone assist me?…
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Does anyone have a sales upsell email template that you can share?#sales #upsell #template #marketin
Does anyone have a sales upsell email template that you can share?#sales #upsell #template #marketing #strategy
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Emails from Pipedrive are going into spam
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
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Geographical Report
How do I create a Report geographically in Insights Section ? There is no Address in drop down of Deal category. Please guide.