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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?
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Leads Inbox - Separating fields for Leads and Deals
We're currently evaluating Leads Inbox to determine if we want to incorporate it into our processes for handling MQLs. I've run into a few issues right off the bat - one being that all of our fields for Deals show up in the Lead. The data fields we've implemented for Deals are unique to our Deals and don't apply at all to…
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Duplicate / Missing Deals in Insights
Hello everyone! I have an Insight for Conversion of Deals within a specific Funnel with the following filters. In the table below the graph, I want to check the Deals that are WON but most of the time there are WON deals that don't show up in the table and/or some deals that appear twice, as in the image below: Is this a…
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Syncing Recurring Meetings
I use Outlook and just installed Pipedrive. I do not seem able to sync recurring meetings. Can I get some guidance on how this is done? Thanks!!
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Share PDF save location option
It would be nice if when I chose to share a pdf that instead of it downloading to my computer, that it would save the pdf file to the same location as the document save location. (We use google drive) Either give me the option in the drop down menu, or just save it to the same location as the main document. Cleaner…
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Upload Organization
Does anyone have a solution to organizing uploads--possibly an integration? We upload 20 to 50 files to a deal sometimes and it is complete chaos.
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Cambio de Moneda // Currency Exchange
Hola, comunidad! Una duda en cuanto a la moneda de los deals y su visualización para cada usuario. Cómo usuario administrador me gustaría ver el valor de los deals en la moneda original de cada usuario y en la moneda al cambio. Por ejemplo, un usuario administrador quiere ver un listado de todas las propuestas en € y en la…
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Improvements in Web Forms - Volunteers for testing WANTED!!!
Dear community members, Are you Web Forms users? Would you like to help us with new improvements in Web Forms and give us your feedback? We’ve been working on some improvements in our Web Forms. We are looking for users who would share their feedback with us. We need approx 45-60 minutes of your time. In return, we will…
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Activity timeline 'manipulation'
It would be great if any post-dated activity entries could appear in the timeline on the date they occurred. For context, I'd been handed several accounts to manage BEFORE having been provided with my Pipedrive credentials, so I wanted to add in activities (calls, notes, emails etc) on the dates they occurred, hoping they…
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Email domain change for an entire organisation
Is there an easy way to make mass changes to an organisations email address, and all of the contacts within that organisation? A client has gone through a merger, and I was hoping there would be a simple way without downloading, editing in excel, and then re-uploading.
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Who of your Pipedrive contacts is visiting your website and which pages?
Dear all, is it possible to check who of your Pipedrive contacts is visiting our website and which pages? Thanks. #Askingforadvice
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Is there a way to add followers auto to a deal upon creation?
I would like to have support team members added without manually applying when creating a deal.
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SMS Game Changer Needed...
If I could send SMS messages (ideally using my own mobile number) right from Pipedrive the same way I send emails right from Pipedrive, it would be a GAME CHANGER, any ideas?
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iCal-URL for Calendar ?
Can you Update i iCal-URL for our Calendar bcause we are working with Craftboxx and using there the Calendar function to plan our work thank you
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Noob question: moving stadium when leads uploaded documents.
Hi all, I just got started with Pipedrive and am currently building my deal flow. The third step of my deal flow is that leads upload documents. I don't really care where they are uploaded or through what kind of form. I just want the deal stadium to move to the next step once my leads have submitted the documents and stay…
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The contacts [People] tab on my mobile app show in random order. How can I alphabetize my contacts?
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Colouring Deal Stages in the Pipeline
Hi, I would really like if there was a paint brush or paint bucket item on the pipeline to allow me to colour deals in a custom colour, or alternatively a corresponding label colour. This will allow me to visually see whats hot, whats cold, whats warm etc. Thanks, Harry
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2-min survey on tasks/activities in Projects beta 🤓
Survey completed and deactivated, thanks all! 🚀 Hi Projects beta tester, We really want to make sure we build the right thing for you! Could you please spend 2-min of your time to fill in this survey so we will have more confidence we're building the right things for you. Thank you so much in advance and have a great day!
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How can I create a Pipedrive unsubscribe link in my emails?
I would like to add an unsubscribe link to my emails that automatically adds this to their Pipedrive entry. How can I create this unsubscribe link and add it to my emails? Are there any blog posts or instructions Pipedrive can share?
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Connecting Contacts to Organisations
Hi Pipedrivers isn't it possible to connect a Contact (a Person) to multiple Organisations? Many thanks for every feedback and kind regards, Jürg
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When Duplicating a Deal - would be helpful to have "Notes" and all history follow the copy of the de
I currently use Pipedrive not only for my Sales Pipeline, but our Account Management Pipeline. I need/want that history to follow the new "deal" in the Account Management Pipeline. Pipedrive support provided me with a workflow automation that will automatically duplicate the deal and add it to the right stage in the right…
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Meeting Schedule Invitations
Hi, We have prepared an availability calendar so customers may schedule meetings from our website. Although we synchronized emails and calendars with Pipedrive, it still sends an invitation. This way our customers receive 2 invitations: one from our calendar and another from Pipedrive. How can we cancel the email…
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INSIGHTS SHARING
Hi everyone ! Does someone know if it is possible to share an insight to people as editers and not only viewers ? Thanks a lot for your feedbacks
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Email Question: I email 10-20 emails under one contact person. Is there a quick way to populate the
Email Question: I email 10-20 emails under one contact person. Is there a quick way to populate the address lines with all those emails? As opposed to typing them. Please and thank you kindly.
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prospector data doesn't fully populate in pipedrive
Using prospector is a good tool but after you pay for the contact why doesn't the Job title, state, source of contact populate in your pipedrive contact. It would alos be helpful to have all the information that you pay for in prospects like linkedin contact immediately populated across to pipedrive. Can someone assist me?…
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Bulk conversion of leads to deal / pipeline / group email
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be…
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How do you remove applied filters on the Contacts page?
I don't want to delete the filter, I just want to stop filtering my contact list. In the drop down there doesn't seem anyway to uncheck the used filter. The only thing that it seems I can do is switch to another filter, which is not what I want. I want a completely unfiltered list. #contacts #filters
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Changing owner name
Hi, how to block changing owner option for some users in Pipedrive? I need to enable for some users this feature. Cheers
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[CLOSED] Sales calls & contact management: Looking to speak with customers for research
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hello, members of the Pipedrive community! * Do you make sales calls on the go? * Do you find it a tad difficult to make sure that all the necessary information about your contacts is updated? * Do you sometimes…