Hi, Is there a way to create a new lead just by sending an email? (my usecase: from my Outlook, I just send an email to xxx@pipedrive.com, adding the lead email in the subject for example. Then pipedrive adds the email as a new lead and starts the automation). Thanks, Matthieu
Hello, all! This is my first post after just joining this discussion, so please forgive me and provide kind assistance if I have posted to the wrong subsection! I am new here but a real enthusiast and loving this community so far. I have a background in teaching coding and in education and feel I could help with…
When I make an activity and register it to me, it's also shown in the activity overview of my co-worker. Our settings in Calender are the same - oneway synchronisation. Please advice?
Hi, We are using the web forms to get leads from our website into pipedrive. We want to add a tracking script to get 3rd party tracking on the web forms so we are able to track the source/medium etc of the leads coming in. How do we do this and if not is there a workaround somehow?
Managing contacts and keeping data tidy in our CRM always feels like a game of whack-a-mole. No matter how often we try to clean things up, duplicates and messy data creep back in. Just curious, do you take time to regularly clean your data? Do you handle it internally or use any helpful tools? As our team is relatively…
Since signup, I have not been able to get a human person using pipedrive. At this point, I am close to doing a chargeback as it seems pretty fraudulent to give the appearance that you will be able to speak with a human only to not be able to get one. Examples: "Sorry, as a bot I couldn’t find an answer for that. Here’s…
We are in commercial real estate and we have a lot of listings. We create a new pipeline for each listing we get and a "deal" for each prospective tenant we engage to lease or purchase the listing. We take notes on our calls and activities for each of these deals. We want to generate a report in Insights that includes: A)…
Is there a way of purchasing a larger amount of basic seats (just to use CRM) in combination with our existing professional seats?
How are people using Lead Title?
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
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