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Schnittstelle zu LinkedIn Sales Navigator / (LinkMatch)
Hallo zusammen, das Tool LinkMatch bietet die Möglichkeit, dass man Kontakte aus LinkedIn nach PD exportieren kann. Leider hat PD immer noch keine Schnittstelle zum direkten Import von LinkedIn Kontakte in das neue Feature LEAD. Gerade wenn man mit LinkedIn Sales Navigator Lead listen arbeitet wäre sehr wünschenswert, hier…
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How I can automate lead distribution using the robin round method?
I tried router jet but it can work at a deal level not lead inbox level. Is there any other method to do that? or setup activity of assigning lead using workflow alternatively between 2 sales teams?
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Problems with the Pipedrive signature
Hello, I have been experiencing trouble with or company signature with Pipedrive. I copied and paste the same one we use in gmail, (it has a gif and our info and rrss icons to the right) and it looks okay in pipedrive. Nevertheless, when I send it and someone opens it from their emails, the signature look AWFUL inside gray…
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Lead to Won Deal Report
Hello! I feel like Pipedrive can do this, but I am struggling to find where... Our Marketing team has a number of web forms and other processes in place to get Leads into the Leads inbox. Viable leads are eventually converted to Deals. Then a (sometimes long) period of time can pass. The Deal is eventually (hopefully) WON.…
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Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
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Leads: Labels as a Filter Option
Hi Team, It would be great to apply lead labels within filters (unless I am mistaken). I appreciate there is a "label drop down" however it doesn't substitute for full filtering functionality. Any suggestions?
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Google Drive (Videos) Link Sync
In Projects, we can add documents from Google Drive but we can't add videos. We want to be able to link videos from Google Drive to our projects for quick reference. Not to upload the video to Pipedrive project, just connect them so they're easy to find in each project. Is this possible?
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Can I change email inbox to unthreaded view from conversation view?
Currently my email shows in a nested, conversational view (like Gmail). Can I change it to an unthreaded view so that each email is separate and distinct?
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How to show multi-day Task activities as overdue only when final day has passed?
Hi there. Activities as you know have a start date/time and a finish date/time. They are not limited to one day - there might be a task that takes multiple days to complete, or it may not be critical that it occurs on a certain date, only within a certain window of time. We measure our teams on Overdue Tasks to ensure that…
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Workflow Ideas: LinkedIn to Pipedrive Leads & Deals
Hello! Our marketing department is interested in tracking the full life cycle of our LinkedIn ad campaigns, from ad to sold service. I am looking to hear from the Community about how you built this utilizing Pipedrive's tools and reporting. Details on what Marketing wants to track and our draft process (which we don't…
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Real Estate Business
Is anyone in real estate using pipedrive be able to give me some feedback on a couple of issues I'm finding? I am in the Trial Period. Thank you!
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How to I make a field mandatory when an agent selects Archive for a lead?
Hello, Sorry for a newbie question, I'm new to Pipedrive. This is a pretty basic function, but I can't seem to find it in Pipedrive. As question, I need to find a way for a particular (or possibly a few) fields to appear mandatory when someone archives a lead. We need to be able to track data of why the lead is being…
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Web Form Attachment
Is it possible to add an attachment feature to web forms so that customers can attach a diagram/specs?
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How do you use 'labels' in deals?
I'm thinking on idea of using 'labels; feature for lead scoring purpose. But have no clue why should I use it instead of custom field. Please share your ideas ho you use it.
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Data export, clean and re-import
I'm attempting to export our organisation data, around 15,000 accounts. Update and clean by matching to an external database and re-import. I'm hoping that the import will essentially update the organisations, having filled in some of the missing data. Using the org ID is important so that any new data is matched. How will…
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Add a weekend filter to insights date created
In insights filters on lead/ deal creation date could we have a "weekend" filter? I want to create a filter to see how many calls we are getting over weekends over a month or a year. The only way I can do this at the moment is to manually enter the date range of a single weekend and do four individual searches for the…
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Emails linking incorrectly
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
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How to delete live chat history
Is anybody nows how to deleting live Chats. ?
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Deleted email are not synced
I use the email sync feature of PipeDrive. It's a good idea, especially to integrate incoming email from contact to a lead of a business and share it with other people of the team. As it sync with each employee inbox folder, and as PipeDrive email feature is fine but not the-mail-client-killer, each of us still use our…
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Extract email tracking data
Hello all :) We have setup an email automation for hundreds of contacts, and I would like to extract "Email tracking" data with an API, in order to create notifications for my sales people to call the prospects that have opened the email multiple times. I was going through the API documentation…
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Addition with individual activities types in a formula field
Hi, Im looking to count how many certain activities (custom activity) have been carried out along with duration so i can subtract it from a total hours figure to work out how many hours are left for a client/deal. Does anyone know if this is possible and how you would implement it into pipedrive. Any guidance would be…
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Monetary Fields won't Populate when importing data, Has anyone else run into this issue?
Monetary Fields won't Populate. I have some custom fields which are formated in US dollars (monetary) and when importing data from either a csv file or via Zapier, these monetary fields will not populate for some reason. Has anyone else run into this issue? Would greatly appreciate your help.
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hello, i cannot connect with my business email account. What is the problem?
hello, i cannot connect with my business email account. What is the problem?
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Directly Relate more than one organisation to one single deal
Hi, Does anyone know if i can directly Relate more than one organisation to one single deal. Many thanks in advance.
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Smart docs
We are currently using Better proposals for our agreements and better proposals allows us to present options for clients to choose from. Is that possible using the built in smart docs feature for a contract? A description of how that would be done using pipedrive smart docs would be helpful and appreciated. Thank you
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Convert ADF format email into lead?
Hello Everyone, I am trying to figure out how to automatically take leads that are emailed to me and generate individual leads to follow up and process through. Currently, they are emailed to me in ADF format and need to be filled into Pipedrive manually. The only other option I see is to have it copied and pasted into a…
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Create Sections for Custom Fields
As I have many custom fields I want to create custom sections. So to say, some kind of categories. I found some older posts from 2021 about this topic, without a solution. Is it possible to create sections and move custom fields into this sections or is there maybe a good workaround?
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Automation for user interaction, when changing deal phase
Hi all, I want to build the following automation: When I switch a deal from phase "cold call" into "interessted" some custom field should be filled by the user. Is it possible to start some kind of Pop up, where the relevant data fields are shown and the user can fill them with data for example a data or something els?…
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Personal Contacts
Hi I want to remove personal contacts that have synced in with office 365. This is because effectively the whole company can then see my personal emails, which are connected to that contact. If I delete them, will they then also delete off Office 365, or will they keep adding back in due to the sync? Thanks Matt
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How can i Manage Different Contacts with same email and Organization?
In my case, organizations normally has institutional emails runs by different people over the years. For example: "sales_ABC@hotmail.com" in 2017 my contact was Megan, in 2029 George, and 2023 Peter. I can NOT change the name every time, because then we get lost on what was discuss and agree with the person before at that…