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…
It would be great to have the opportunity to filter based on the columns in the contacts view. That way the bulk edit could go much faster.
I've used Zerobounce to clean my customer database, I've never done this in 12 years so I've got a lot of contacts that need removing, well over a thousand. Is there a way to match the contacts I want removed in bulk? I'm thinking uploading a list of contacts for Pipedrive to delete rather than import. Thanks Anthony
Hi, We have the following case. We have one off products and product wit an annual fee that will be invoiced every year. The customers can stop this by stopping the subscription. We defined a products with a billing frequency of annual and "(automatically renewed)". The moment the deal is won i want to "transfer" this…
Greetings, I'm forwarding a question from my client. This is what my client saw when she tried to import Excel data to Pipedrive. At the bottom right corner, the mortarboard icon almost covers the submit button in the green box, and she sometimes hit that icon instead many times. I cannot replicate this issue from my side.…
1 - what are the cost of credits for use on prospector 2 - does it only list companies or also individuals of a specific job title
Hi community A new clist has 200 products and its important for us to use with the CRM Can i somehow sync it with the product catalog of Shopify? so every time they update the products in Shopify it will update it in Pipedrive? The only solution i've found is to make a manual/automatic sync with make.com Thank you
Our sales team notices an odd change in PipeDrive setup: They often write emails to leads in the Lead Inbox and they start these messages by clicking on the lead's email from the Lead Inbox. That opens a new draft email in the Pipedrive email editor with the lead's email auto-populated in the TO field. What's odd is that…
I have deals where I will upload pics as files onto the deal and it shows up in my google drive folder. When I delete the deal, the files still remain in the google drive folder. Why is this?
Hi team, With the recent updates done by Google and them blocking all images, including tracking pixels, and showing a warning popup in recepients' inboxes, does Pipedrive plan to do anything to help users with it? If you are for some reason not aware, this is the example: We and a lot more companies stopped using open…
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