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How to streamline the sales invoicing process: What to include in a sales invoice
A clear, accurate sales invoice will encourage buyers to pay in full and on time so you can maintain a healthy cash flow for your business. Ensure recipients can easily process your invoice and pay you on time by including these components: Contact information (for both parties) Date of issue. This helps the customer…
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Trigger Email Automation only first time project (deal) is moved to a phase
I would like to send an email when a deal or project is moved to a phase for the first time. Based on my workflow, however, it may be that the deal or project gets moved out of that phase and back into it later on - maybe many times. Is it possible to trigger the email automation only the first time a deal or project gets…
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Pipedrive Workflow Automation beta-testing
I would like to be beta user for that new feature. PLEASEEEEEEE!
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How can I determine who opened the email when email tracking is enabled? For instance, my colleague
How can I determine who opened the email when email tracking is enabled? For instance, my colleague is in copy with a customer and email tracking shows email was opened at "x" time. Well, how do I know who opened the email? Does email tracking also track if you opened it if you're only in copy?
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Is there a way to tie a photo album from google photos to the job itself? like in the deal section.
Is there a way to tie a photo album from google photos to the job itself? like in the deal section. Similar to adding an address?
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Time Zone Issues
When a client books a meeting via my link, the time in the outlook calendar and pipedrive calender is correct but when I click the appointment from my outlook calender the time is 1hr less.
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Why do some of my contacts come up "Deleted" when clicked on?
Why do some of my contacts come up "Deleted" when clicked on?
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How to link an email to a deal when it's linked only to a contact?
Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous…
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Allow contact-based email template fields based on the main contact person on a Deal, and not just t
I am making an email template and I need to be able to use the email address of the Deal's primary contact as a template field, even if that contact is not the recipient of the email. Currently, it provides a bunch of fields from the Contact object, but that seems to be based on whichever contact is in the "To" field of…
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Custom Field (Deal) to be auto filled from value/field in Person
Hi there, I have a language field in Person. And I need this to carried across to a custom field in Deal. How can I connect these two fields? ** I need the deal to have this language information for a Zapier automation which follows. Help is much appreciated :)
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activities sync to my outlook calendar in coordinated universal time. Is that how sync is supposed
activities sync to my outlook calendar in coordinated universal time. Is that how sync is supposed to work?
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Projects (Beta)
Hi, I'm excited to see the addition of projects and have some questions about how it may apply to my process. I have a general contracting construction company that we've used Pipedrive with great success for. We currently move our deals through our standard pipeline: Inbox>Needs Estimate>Needs Scheduling>Active>Needs…
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Call logging
Been away from the app for a bit. Remind me again please. does the mobile app automatically log a call record when both dialing out from the app and also when an incoming call is received from a number that matches a contact in the database?
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Pipedrive App for cold calling - India - Redmi 8 A dual mobile app
Hi i am using the Pipedrive app from India on my Android Redmi 8 A dual mobile and the app does not log the cold calls i make. Cold calls = Numbers not saved on my phone or Pipedrive CRM / Pipe Drive Mobile app. I remember a few years ago PD did offer this feature where in you would get a call summary after each incoming…
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Do you have problems with email syncing on a very regular basis?
My company has about six users, using PD. We use Exchange services for our email and our email sync works 70% of the time. Two PD admins spend a lot of time, clearing cache, testing in icognito, removing sync, adding sync back in - trying to get email to sync. We are all using Chrome browsers.
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Testing posting. Interestingly, posts cannot be deleted, even by the post's creator!
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How to set up Independent Sales Reps or other Channel partners in pipedrive, for collaborative input
I am trying to see how we can set up independent sales reps and channel partners, so they can add their own deals into our pipedrive, without having access to our entire contact database, and feel comfortable that I would not have access into their own email system, beyond emails associated with the deals. How can I set…
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Deal converting with one Click
For example, can I mark 35 different organizations in my list to turn them into deals who are WON with just one click instead to grab every single organization and to turn in an WON deal?
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Block outgoing emails
Hello community, I just got a quick question: Is there a way to block specific email-adresses/contacts for OUTGOING emails? So e.g. if I try to send an email to an email-adress, that should be blocked (like a redlist-feature), Pipedrive shall abort the mail delivery. Greetings Michel Wagner
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Alarms
Can i set up alarms for future tasks that i need to complete?
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Intercom or Pipedrive for Live chat?
Hi, can anyone help, I am / was planning on moving everything into pipedrive, I've been using it for a while to manage the deals side of things and see the insights, but I am trialing the lead generation side of things and especially the live chat via leadbooster. We currently use intercom, and there is lots I like about…
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Deal assigned to first activity
Is there a way to generate a report that shows how long it took to log/create the first activity after a deal was assigned to a user? Thanks in advance
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Convert Lead into Deal in bulk
Hello Pipedrivers, I am looking for a solution to convert more than 100 leads into deals. Is there a way to do it all together ? Thank you. Best Regards, Geoffrey
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Projects structure
Hello @Mike van der Valk_2 , i have a question regarding your ideas. Lets say I have big project like delivering an e-commerce store. What is your Idea: The Project Pipeline is the Head like develop store XYZ. And then you add there the tasks like design and develpment and assign activties Or do i have a pipeline…
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project
Hi, i am Integrating the system to my clients as part of my work, it is important for me to optimize the process at my place and from there integrate it to the other clients when the model is out. What do I need to do to open the module for me?
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Projects - Kanban View for Acitivities within a project ?
Hello Mike, will there be also a Kanban View for Acitivities within a project ? best wishes Niels
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Required fields Doesn’t work on mobile app!!!
I was so happy finding Pipedrive to replace Salesforce. Everything was going well what I wanted except when I set up required fields on desktop. It doesn’t work on mobile app. This is crazy! So many people work on their cell phones and this should be a must for sales people to fill in their data correctly and not miss…
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Importing new leads
I have a spreadsheet of contacts, I'd like to import into pipedrive and then send a group email to each contact, how do I do that? I've imported the spreadsheet but can not find those specific leads?
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Here’s how to create accurate buyer personas for your customer journey
Customers are more than just account numbers – they have their own goals, concerns, motivations and roadblocks. If you don’t already have buyer personas in place, now’s the time to establish them. Suppose you sell accounting software to small businesses. You’ll want to record relevant demographic and firmographic…
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Notification on synced emails
Hi, There is some email addresses which are synced with my pipedrive. I need t be notify about any changes on the email thread (send & receive). unfortunately it is not possible unless I go to the deal and see the detail. is there any way to be notify about that changes?