I cant figure out how to email a file from the crm. I can attach files to leads/deals but whenever I try to send those files it wont let me. any suggestion would be appreciated.
Hello, I created a few custom fields for deals. I later decided i no longer need some of them. I have deleted them, and they no longer appear on the custom fields settings. However, the fields and their data are still appearing on my insights reports. Before deleting them, they were appearing as duplicates in my reports,…
We have two separate Pipedrive accounts that we would like to unite, what is the easiest way to do this?
Hello, good morning. I looking for a way to filter the deals data created by date. Example: I want it to show me the data from March 3 to July 12. I have searched in the documentation and I still can't find the way to do it, I hope you can help me with this.
Does anyone know if it's possible to add a criteria to a Filter that says to only show me People that I follow? I'm currently looking at a Filter, but I don't see any options that would allow this. My Filter has an address like this: mycompany.pipedrive.com/persons/list/filter/1090 Our Pipedrive has over 18,000 people in…
Hi, we make our booking link available to applicants when they apply in a Typeform. This creates a deal in Pipedrive, but the booking link activity does not link to that deal on Pipedrive. I can manually do this in the activity view by searching for their deal, but is there a way to automate linking these activities to the…
How do I get a detailed view of a pipeline phase for reporting? Thank you, Lory
I didn't find a definitive answer to this in the documentation. If I create a Web Form, can it be filled out through the API? We have several highly customized forms on our site. We want to keep them as they are, but when someone submits them, send the answers to a 'sister' Web Form, this way we can map answers to specific…
We are looking for ways to automatically push leads into PipeDrive from other sources (other tools), not via an import, but via an API of maybe even Zapier. Is this already possible. If not , are there any plans to add this?
Hi community 👋, I have created a quiz to help Pipedrive users make a diagnosis on their usage and configuration of the CRM. This quiz is designed to give you actionable tips to optimize your setup. You will receive a detailed report with practical tips to fine-tune your setup and keep Pipedrive running smoothly. 🚀 Here is…
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