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Dependent custom fields
Hello, Is there any way to create dependent custom fields?
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🔴 LIVE WEBINAR "How to Import your Data", with our Support Team every Tuesday and Thursday
📌 Register here to join our event! How to get your data in your Pipedrive account; get a live demonstration and Q&A from the support agents' experts. You’re invited to join our live webinar about Import! During the session, our team will showcase to you the product, explaining in detail how it works, and much more. You’ll…
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email tracking
I am using the email tracking feature to track when my target opens an email and how many times it has been opened. However, what I just realized is that when I go click on that message in my "sent" messages folder in Outlook, PipeDrive will also track that as my target opening the message. It's a bit misleading obviously…
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peter@artparks.co.uk
Can someone tell me why i can not get through to you in the section called "Have a converation" and the email sent to support@pipedrive.com.>: came back as undeliverable.
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Deal Summary with multiple data
Hi, I´m trying to make a summary view or my pipeline with the summary for 3 information: Total Amount, Total Weighted Amount and Number of Deals. Each of those numbers I´d like to see splited ccording to my pipeline tags. Ideally I wanted in a table format (three columns with the data and the tags opened in the rows), but…
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How can I link multiple e-mails to one deal
By receiving e-mails it would be necessary to have to option to select multiple e-mails and link them to one deal. How is it possible? * automatic deal suggestion does not work in many cases or does not add the emails to the relevant deal.
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Signature for Email TEMPLATES
Is there a way to automatically add my signature to email templates or do I have to paste the signature into every template?Â
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Import d'Organisation sans Personne liée
Bonjour, Je n'arrive plus a importer, via un fichier Excel, d'Organisations Personne liée. Lorsque j'importe des Organisations, celles qui n'ont pas de Personne liée ne sont pas importées alors que les autres le sont bien. Cela fonctionnait avant mais plus maintenant !!!
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Has anyone found a good system for contacting sales leads using SMS?
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WARNING TO ALL USERS USING PIPEDRIVE TO SEND EMAIL
We work in email and after testing emails sent from Pipedrive, they regularly junk! We tested the same emails native from Outlook and they all delivered. It appears if you use Pipedrive to send emails, they are put in a low priority pool. This affected many people getting emails proposals from us and more and has no doubt…
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problem with oauth2 - Spring Java
Hi, I didn't find it in the documentation the values to userInfo e attribute. spring.security.oauth2.client.provider.pipedrive.user-info-uri= spring.security.oauth2.client.provider.pipedrive.user-name-attribute=
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Microsoft Teams Integration
Unfortunately, the way Pipedrive populates a Microsoft Teams invites makes it completely worthless. It is too ugly to send to a client. Below images compare Pipedrive-side creation vs Outlook-side creation. Unless there is some kind of legal issue that precludes Pipedrive from creating an MS Teams invite exactly as the…
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Update field in Pipedrive
Hi, what's the best REST endpoint to update a field in Pipedrive from another application? When a new user signs up to my app, I want it to automatically update in Pipe drive.
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Projects
Just wondering when the Projects part will be available on pipe? will make the CRM more complete. TIA
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Duplicate Insights
Is there an easy way to duplicate insights on the same dashboard? For example I want 4 separate insights on deal performance, showing deals added into our pipeline, one for last week, another for last month, another for the quarter and one for the whole financial year. At the moment I have to manually create each insight…
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add contacts automatically from incoming mail
 Is it possible to automatically add contacts from incoming mail?Â
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Looking for smart solutions for using shared sales email inbox with Pipedrive.
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Is there a way to compare the pipeline week over week?
Asking for Advice: I want to be able to see how my pipeline changes, week over week, especially by team. Is that possible, without doing screen shots and saving them away from the app? Is there a report structure that will enable me to track progress over time? @Analytics & ReportingÂ
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Import Deals Feature
I am trying to run the data in pipedrive by importing excel files of deals every morning from our admin panel. The only unique deal identifier is the pipedrive system id. It doesnt take our username or user number as a unique identifier. I also cant import our user number as the pipedrive system id. This prohibits me from…
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We need an ability to split sales among multiple sellers.
As a business, we track sales of individual employees...equally important to us the ability to track the value of the average sale. Currently, the system doesn't seem to have the ability to do both. I can either credit one salesperson with the entire deal in the system in order to protect the average deal metric but then…
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Please help me with a font problem :)
Unable to use 'Source San Pro' font anymore: Why? I sent this template with: - source san pro font everywhere - black colour everywhere - normal font size everywhere I've removed the style before doing all of this. Here is before Here is what I've received Question is why? Can anyone help? thank you a lot in advance! will…
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VOIP Phone Integration recommendations please.
Hello, I am new to Pipedrive and like it a lot. I'd like to ask the community for recommendations on a VOIP phone integration. We are a small team and need the basics. I've looked at Kixie and it seems a little pricey. Any other recommendations?
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Sales doc
I am having some problems as i tried to add the automated features to pipedrive deals: name, email and etc but when saving the file it goes crazy :D what could be the reason for this? Thank you
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Looking for Expert / Consultant
Hello all, I'm looking for Pipedrive expert/consultant (ideally based in Asia or EU) that can help with one-on-one hourly sessions. If that's you or you know anyone, please drop me a message at samy@nordaqasia.com Thanks in advance, Samy
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Company name in mail template incorrect
When opening a mail template for a contact, the company name (automated cell) indicates the name of the PREVIOUS company I mailed a template to. I repeated this with multiple contacts, with the same result. (The first mail template after launching the app, the company name is empty.) The same error with different…
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Automation with "no activity" trigger
I created an automation in which a filter is a trigger but it doesn't work. Maybe someone can help me. So the filter is: there has been no update by the deal in the last 2 months. I put it as a trigger: These are the conditions for the filter: Am I not seeing something? that the trigger doesn't work? Thanks in advance for…
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Need to add UK £ as a currency
OK, so probably a simple thing to fix but I can't find where the settings are. My account default is $USD but many of my clients are in the UK and I can't see where to add UK£ as a currency. I've tried the custom currency but it gives me a weird code 3G_ when I just want it to say £ GBP Anyone ?Â
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What's the best way to get notified in Pipedrive so customers can receive fast responses?
Hi there! Is there a good way to get notified when a customer replies to an email? or Facebook message in leads? I have not found a way so war, it doesn't make any sound or come up as a banner anywhereÂ
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Add personalisation token to subject line on emails
Is there any way to input [first_name] on the subject line - in Hubspot it's called a personalisation token? #EmailCampaign #MarketingEmails
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Duplicate activities (ideally with a shift / option + drag n drop)
I am doing some time blocking with a "blocked time" activities (for personal stuff mostly), where I am set busy and the task is done. I wish to be able to quickly duplicate tasks from the calendar view (ideally with a shift / option + drag n drop).