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Is there finally reporting deals by product categorry solution?
Hello. Lot of people asked in the past and i have to add on. Is there any way how to filter your deals not just by seeing individual product sales but to see deals by product categories? Our company stays infront of a decision to go with Pipedrive CRM and this is really needed. Its a question some people asked 2 years ago…
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Duplicated Deals Issue
Hello, our company specializes in trading and we use Pipedrive along with other platforms such as Zapier and Google Forms to upload deals. However, we have been experiencing issues with duplicate deals. It has caused problems for our sales team and created a negative environment. Is there a way to prevent this from…
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Importing a Spreadsheet Problem
Hi there! I'm currently trying to import a spreadsheet that includes our leads' organization name, contact person name, contact person job title, and contact person email address columns to make a bulk import. However, I've run into a few issues and was hoping to ask for some advice from this wonderful community. My…
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Birthdays for Contacts
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
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Notifications of new lead assignment?
When I create a new lead and assign it to another team member, how can I have him receive a notification of the new lead? He has all 3 notifications enabled @ Personal preferences > Notifications > Deal and contact update emails * Updates about deals I follow * Updates about organizations I follow * Updates about people I…
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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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Show all deals that I follow
Hello, I'm frustrated that I can't simply create a Deal filter for all deals for which I've clicked the Follow button. I just had this confirmed by Support that you do not offer this currently
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Slack notification for new emails
Hello everyone, I've been wracking my brain for the last several days trying to figure out an automation that will send a Slack notification every time a new email lands in our inbox. If anyone can help with this I would be SUPER grateful 😊
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A couple newbie questions
Im new to Pipedrive. Ive got a couple of questions. I wanted to connect Google Voice to it but couldnt figure it out. We do have a google business phone account on a different account thats set using Pipedrive. I could move the number if needed. Secondly, I didnt set this up so Im not so familiar but I had a team member…
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How can I change the date on a closed deal?
The close date on a won deal is incorrect. How do I make changes to a deal that has been closed? I need to sort reports based on closed date however I need to correct it from person who entered it wrong.
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Why oh why finding duplicates and merging them is so hard
I'm a big fan of PD and have been using it since 2016. During the years we have collected a vast amount of contacts with variable quality. Now we bought a service where we can search and download contacts both orgs and people. Idea is to get all of our records up to date. First I tried to import data via service providers…
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How do you work with deals?
Hey together! I am just wondering how you all work with different Products and Deals? The case: We have different products. Do you create for every product a single deal? e.g.: Deal1: Product a - Customer 1 Deal2: Product b - Customer 1 and so on.... Or do you work with one deal per company / customer, including all your…
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Setting up recurring payments
Hi, Would love to streamline how I collect payments once a deal closes. I have pipedrive, use qwilr for proposals and my process is really clunky. I’m torn between stripe & gocardless for single / recurring payments. I want to be able to have someone accept a proposal on a call, send them the deposit payment link straight…
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Importing tasks into Projects that already exists on different boards
Hi! I have a question: is there a way to move tasks from a different board/template? Let's say you want to merge two projects because it's one customer and it'll be easier to have all tasks in one place. But templates belong to different boards. Thanks!
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How to update deal labels to reports?
For some reason changes made to the deal labels do not show up on reports in insights view. Labels were changed more than two weeks ago, but still the report shows the old label. Removing and adding again the label column to the report does not do the trick.
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Automation: follow up email
Hi guys, I setup an initial automated email response to new deals but how can I trigger a follow up email to people who did not answer to the initial email after 7 days in an automated way? I know I can setup an activity which would remind me but I don't want to manually go into every lead but have an email sent…
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Community hygiene - how to suggest topics that should be merged?
Hey Pipedrive Community team, What's the right process when you've found several threads on the forums that are about the same topic? Is there a specific person to tag when a few feature request threads are similar and should be merged? Super happy to help with this if there is a way to crowdsource and make the job of…
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How do I send emails to 40,000+ Group?
I have a large email list i've collected of warm leads, I've uploaded all of them but cant bulk email all 40,000 due to a limit of 100 per bulk email. How do i quickly send these emails out in groups of 100 each day with my template without having to manually click 100 boxes each time? How can i track ones I've already…
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Senseless Sentence below web form
Hi, how can i get rid of the sentence in the web form "Never submit passwords or credit card information through this form." (i have it in german called "Übermitteln Sie niemals Passwörter oder Kreditkarteninformationen über dieses Formular."). This sentence doesn't makes sense in my companies business, as we don't sell…
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Has anyone been able to set up a google voice VOIP number to work with pipedrive calling function on
The only options i see so far are facetime, Skype for business and microsoft teams...all of which are overkill. I'd rather not pay for a weighty integration, when all i need is a voip number...
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multiple pipelines and input forms
I have at least 4 different types of leads. which I then need to have flow through different stages. I have created the separate pipelines. But now I need to setup my lead input form to gather the specific data particular to that pipeline. How do I create a separate form for each pipeline?
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Google Data Studio
Hello Pipedrive Community! I am Menna from the Pipedrive team and trying to understand some of the main struggles you have when building reports using: * Deal and contact data * Product Data * Filter by custom fields (Contacts. products. ..etc) We are considering building a connector with Google Data Studio to satisfy some…
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How to connect one mail address with different contacts?
Hey there, I was already in contact with customer support, maybe one of you has a workaround for this issue (if this is not the right category, I'm sorry): I am currently in contact with a management regarding different Podcasts. I created a new contact in Pipedrive for each Podcast. However, I only have one email address…
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Projects > Multiple participants
Project management is just as much a team sport as sales - especially in the B2B sector. It would be more than pleasing (and perhaps necessary) to have several participants in a project on both the client and the team side. The goal is to have a complete documentation of emails and activities to keep everyone in the team…
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Multiple Contacts in Deals and Projects
For all the more complex sales situations and projects you are going to have multiple contacts. You are going to want to communicate with these differently and are going to want to do these using automations. For example on an Onboarding Project you may send a welcome email to the person who bought your product, a…
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Any plans on HIPAA Compliance soon? Losing tons of opportunities :(
Any plans on HIPAA Compliance soon? Losing tons of opportunities :(
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Pages not displaying
My pipelines are displaying, but when I click on any deals I just keep getting the 'page loading' clock. Pipedrive has been fairly bullet proof for me for a couple of years, but it seems to be struggling and the Help function is not giving me a useful response. The issue started last week, and I have not managed to get…
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Help needed :) Pipedrive to Pipedrive Import
Hello! We are trying to do a Pipedrive to Pipedrive Import using "export" and "import" with .csv. files. The thing is, there is activities inside the deal of the old Pipedrive. We want those activities to be linked to the same deals in the new Pipedrive account. Can anyone help? Thanks!
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How to view emails not linked to contacts
Hello everybody. I am brand new to Pipedrive and actually to CRMs in general. I have just synced 6 months worth of emails into my account and ended up with 4,000 emails. I have the majority of my clients added as contacts, so a lot of the emails have successfully been added to these contacts. I however, have a lot of…
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custom button with the option to fire a URL
Hi, a year ago i did a testdrive with pipedrive and i am pretty sure there was an option to easily add a button via custom fields. Was this just a dream? Is there an easy option to add a button to DEALS ? Thanks. marc