Smart contact data seems very disconnected!. It would be great if there is an option to use the smart contact data that we get from an email or website. a few use cases are- * Create an organization from smart data captured using a person's email address * Use this data to update standard and custom fields on person and…
I am setting up Pipedrive and testing everything out. I have created a number of workflow automations which are working correctly for manually added deals. However, when I import numerous deals the automations are not triggered. How can I get workflow automations to be triggered for imported deals?
I encountered a problem where I edit a text in word before I copy it into the notes in Pipedrive. These are simple bullet points and indentations. However, Pipedrive does not recognize the indentations and bullet points from Word and translated the indentations into spaces and the bullet points into symbols. You can have…
I'd like to suggest a new feature to create a new business on Pipedrive based on the scheduler data provided by the prospect. Now, when I receive a new message with the schedule infos, I see a green button to create a new contact and a new business, but it shows the Pipedrive Scheduler contact, and not the info provided by…
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
Good evening everyone! I am so surprised that you still can't press ctrl-enter to save whatever screen you're on. Whether it's a new deal or an activity. You have to take your hands off the keyboard and go get the mouse, position it, and click. Every other software I use online accepts a ctrl-click and it saves me tons of…
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
Hi, We've recently been testing the application of formulas to our deals. This would very efficient for us, as it allows us to generate an offer in a few minutes, where the values in our template are calculated automatically. However, the limit of 5 formulas turns out to be too little for us to get an effective result. As…
Hi community, Hope this finds you well. Just wondering if there are any tips for side-by-side Salesbook/Playbook integrations or workarounds for Pipedrive? Context: My company is shifting from Hubspot to Pipedrive and there was this function to create playbooks in Hubspot. I am not familiar if there are such parallels in…
My client runs a business where each customer usually consists of two parts: sales person and technical staff. Let's say my client has a deal with a company 'Acme' which has two contacts: * sales person Alice: alice@wonder.land, who is linked to the Acme deal. * technical staff Bob: bob@wonder.land, who is added as a…
It looks like you're new here. Sign in or register to get started.