-
Multiple e-mails
I am a Business Development consultant and I will often have a separate e-mail related to a client that I'm working with. Namely an email in their company since I'm doing business development for them. I don't think there is a way to link those e-mails in my single user Pipedrive account and therefore track activity per…
-
Calls outcomes
Hi, is it possible or will you plan to enable track "outcomes" from call activity? I know that if using caller there are option to choose outcome but it is not possible to see results in dashboard.:? thanks Roman
-
Roll up Person Last Activity Date to Organizations
I am trying to set up a view of Organizations that have had no activity in over a year so we can reassign them to new salespeople. However, I am noticing that activity at the Person level does not roll up to "Last Activity Date" in the Organization. Does anyone have a method for handling something like this?
-
How do I set up PipeDrive Web Forms on a Wordpress site?
I would like to enable LeadBooster and start utilizing Chatbot, Livechat and Web Forms from PipeDrive on our Wordpress site. Is that possible and where do I find a how to guide? Many thanks!
-
Can we see a consolidated view of activities at a deal level ?
One deal has multiple participants. There are actions /emails with each of them. Can we have a consolidated view at the deal level?
-
E-Book form | Document link + tracking
Hi, I am looking for a feature to collect leads for "e-book" downloads. The feature automatically sends the document link to the user after the form signup. One can track the interaction with the document. (Similar to DocSend) Does this exist in Pipedrive?
-
Linking several PD contacts (but not PS users) to a deal...
Hi Everyone, Posted this as a discussion, but may be better suited to the Questions.... So I've looked around but can find an answer to this one. I need to link several contacts that are internal to our organisation, already in PD (but not PD users), to various deals as a way of tracking which team members will be…
-
Is it possible to create a draft mail with the automation ?
I would like to create mails automatically and check them before sending. Is that possible ?
-
Visibility groups
I want the default for "visibility groups" to be the company not the "owners visibility group" unless specifically selected. Can I do that somehow? This seems to be something to cause confusion. Thanks. Rob
-
Auto lead kill
Is there a way to set a date for a lead to automatically delete off the lead list? If not, can we suggest it? For example, I send my last email and 3 days later if I get no reply, or I haven't stopped the kill feature, then it automatically deletes on the time/date I have set.
-
Undelete activities?
Pipeline was synchronising everything, including dinner with kids, yoga...you name it. So I deleted all these activities from Pipedrive and its cancelled ALL my meetings. OMG! How do a) Undelete all my appointments (including customer meetings) and get Pipedrive to leave my calendar alone?
-
Summary for the Day Email
Can I turn off the summary for the day email permanently? I don't need MORE EMAILS! I went through and unchecked everything but I want to make sure I don't get these daily emails! I can see that I can change my daily email time, but I can't opt out. Sales Assistant > Settings > Manage Notifications > .... Then under each…
-
Date format on export
Hello, Periodically i export all my deals of Pipedrive to audit with my Salesforce database, while salesforce exports the date as Day-Month-Year format, Pipedrive only exports as american format, forcing me everytime to create formulas to convert the date format. Is there any option I've missed to choose a date format on…
-
Custom column names correspondance
Hello, I am importing my pipedrive data into a snowflake datawarehouse (using Stitch), and for the deals table, I get a huge number of custom columns (named like "A5D1A6F000D383C5AA91EBF7C8F55B53B77D0196"), and I don't find the corresponding name of those columns in the UI. Would you know where I can find this? Thanks a…
-
Anyone based in Israel?
Hi community? We are a mid sized company looking for Pipedrive super users based in Israel? Anyone out there?
-
How to schedule an activity without typing details to recognize them in your outlook agenda?
When you schedule an activity like call, it mentions 'call' in your agenda without any context, although it is linked to a contact who you like to call. Why do you need to type "Call John" to know you need to cal John and having not to look back who do I need to call.
-
Best way to clean up contacts?
I wonder if there is a way to clean up contacts that have no relevance anymore. I can't seem to use filters to find contacts that: Have no Deals associated with them Have no Activities associated with them I would like to identify and clean up these contacts. Why do we have these contacts in the first place? A long time…
-
Changing the user
One of our sales reps quit. I would like to assign all his existing deals to a new sales rep without increasing the number of users. Is there a way to do this?
-
Is there a way to bulk-load notes to organisation records?
I've recently imported a few thousand business records. I want to include a note with each to state the data sources, so that sales reps can understand this when they go to contact the prospect. Is there a way to do this, or does it have to be another custom field? It's preferable to be able to add this as a note against…
-
Managing referral partners as a mortgage broker
it seems the only way to manage the referrals given by a realtor is to create the realtor as an organization to see all the leads and deals in the reporting. is there another way since the organization does not have a marketing opt in. Do we have to create a people profile for the same realtor as well to market to them? if…
-
"Lead converted to deal on" - filter not available for a specific time period
Trying to find a way to see the conversion rate of leads that were converted into a deal in a specific time period, e.g. "conversion rate in % last month." It seems to only be possible to find either how many of the converted leads were converted, or, a conversion rate in % but based on when the lead was created. A lead…
-
DEAL ID....please make this a field that can be made visible in deal view.
Please make DEAL ID a field that can be made visible in deal view. We would like to use the DEAL ID as our Project ID as a project moves through sales cycle and into production process but this field cannot currently be made visible. EASY CHANGE I should think.
-
Recurring revenue - Am i doing something wrong?
We sell a SaaS-product and use the recurring revenue option within Pipedrive. Our backend automatically updates the current subscription value to our client's deals. Today we found out that the total recurring that Pipedrive is showing in reporting doesn't match the totals within our backend. After digging for some time,…
-
Upload data
Hi, when I upload data it automatically assigns activities to me and I just need to upload the data as leads...how do I do that?
-
How to calculate Deal Value (Basic starting value for hourly/monthly/subscription/recurring)
I have a variety of projects payment types for my business. To make it a bit more complicated - some of these projects I close are for hourly contracts that continue sometimes for months or years. (Various hourly rates) Some of the deals are monthly contracts that go from one month to 6 or 9 months. (various monthly rates)…
-
How to get all Email Messages from Pipedrive API
How to know the id of all email messages/threads so, we can pass that id's in Email/Threads APIs and get complete email message data from Pipedrive?
-
e-signature customizations
Hi, We have below query for e-signature customizations which are available in below path: Company Settings>Tools and apps>Documents>Customization Query 1: Alignment of text in custom e-signature custom message: We have the option to enter a custom message in e-signatures via the above path When we add a message in this…
-
CalDAV & CarDAV sync
Hi there, We are very happy with Pipedrive, but our mail and contact directory is not Google. We use Fastmail, with services based on CalDAV and CarDAV protocols. Does CalDAV and CarDAV procotol support is in the roadmap? Or do I need to continue to use external tools such as Harmonizely for scheduling meetings with my…
-
Mail Sync Outlook
Hi, I'm currently evaluating Pipedrive and have a question regarding the mail sync with Outlook (Hosted in O365). When I map a Mail to a Deal or Customer it is visible there. But when I delete the Mail in my Outlook it will be also deleted in Pipedrive. Is that the only way to use the sync? In my opinion a mapped mail…
-
Change Email integration from Outlook to Gmail
My current email is connected to Outlook account, but my company are used to work with Gmail. Now my client email sent to my Gmail account and not syncing to Pipedrive due to Email integration automatically connect to Outlook account. Please show me how to change this?