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Undo a change
Hi, I have accidentally "reopen" a won deal. I have declare "won" again on that particular deal but now the timestamp of the won deal has been shifted to the date of my latest declare. How do I revert the changes, including the "reopen" and second "won" declaration? Please advise. Thank you.
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Pipedrive overwriting decimal prices containing '.0' when typing.
Hi there. Rather than me try and explain in a wall of text, please see the attached video of me trying to type 1.08 and 0.08, into the Price field of the 'Add Products to Deal' modal. Essentially, this occurs any time I, or one of my employees, try and type any decimal figure into this price field, that contains '.0' 1.1…
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[Closed] Research: Does your team work on project delivery of won deals outside of Pipedrive?
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) * Would you like these project managers to be working inside Pipedrive instead of Google sheets, Trello, Monday, Asana etc..? * But you don't want to pay the full Pipedrive subscription fee for them as they don't…
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Multiple deals linked to a project
Would it be possible to link a project to multiple deals? In our case, new deals often arise within project delivery - large change requests, related services, etc. Thanks for considering.
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email tracking
I am using the email tracking feature to track when my target opens an email and how many times it has been opened. However, what I just realized is that when I go click on that message in my "sent" messages folder in Outlook, PipeDrive will also track that as my target opening the message. It's a bit misleading obviously…
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[Closed] Volunteers needed - feedback for improvements in Chatbot
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) We will be shortly developing some improvements in our Chatbot feature and I have a huge favour to ask. Are you a Chatbot user? Would you like to help us with the testing of new improvements and give us your…
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Why create an org and people record with a Lead?
Im just starting to dig into Leads. I notice when creating a Lead, it automatically creates an Organization and a Person record. Typically, a Lead inbox or table is to be a "parking lot" of data with sales targets that are potentially interested in your goods/services but you havent qualified them yet. Having a Leads…
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fetch mail templates via API possible?
Hi there, I would like to get all mail templates with API, clean up and then upload new mail templates via API. Is that possible? best regards Andreas
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Project Management
I'm sorry i just saw this...is there anyway i can get access to the beta for project
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CALENDAR AVAILABILITY QUESTION
Dear Pipedrive Community Brainstrust, I was wondering if someone would be able to make a suggestion for this use case: We are an organisation from Australia called Sober in the Country and our CEO travels across the country when invited to speaking events. We want to be able to have a link on our website where people can…
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WARNING TO ALL USERS USING PIPEDRIVE TO SEND EMAIL
We work in email and after testing emails sent from Pipedrive, they regularly junk! We tested the same emails native from Outlook and they all delivered. It appears if you use Pipedrive to send emails, they are put in a low priority pool. This affected many people getting emails proposals from us and more and has no doubt…
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🔴 LIVE WEBINAR "How to Import your Data", with our Support Team every Tuesday and Thursday
📌 Register here to join our event! How to get your data in your Pipedrive account; get a live demonstration and Q&A from the support agents' experts. You’re invited to join our live webinar about Import! During the session, our team will showcase to you the product, explaining in detail how it works, and much more. You’ll…
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How can I link multiple e-mails to one deal
By receiving e-mails it would be necessary to have to option to select multiple e-mails and link them to one deal. How is it possible? * automatic deal suggestion does not work in many cases or does not add the emails to the relevant deal.
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peter@artparks.co.uk
Can someone tell me why i can not get through to you in the section called "Have a converation" and the email sent to support@pipedrive.com.>: came back as undeliverable.
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Deal Summary with multiple data
Hi, I´m trying to make a summary view or my pipeline with the summary for 3 information: Total Amount, Total Weighted Amount and Number of Deals. Each of those numbers I´d like to see splited ccording to my pipeline tags. Ideally I wanted in a table format (three columns with the data and the tags opened in the rows), but…
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We need more reports over the calls within pipedrive:
We need more reports over the calls within pipedrive and to know if our sales representatives are calling, what time they make their first call and all the calls to have time and activity control. At the statistical level we need to know how many real calls they make (not activity, but they pick up the virtual phone and…
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Email linked to 2 deals
I would like to link an email to 2 different deals. Is this is the making @pipedrive? Would anyone else find this useful?
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Has anyone found a good system for contacting sales leads using SMS?
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Import d'Organisation sans Personne liée
Bonjour, Je n'arrive plus a importer, via un fichier Excel, d'Organisations Personne liée. Lorsque j'importe des Organisations, celles qui n'ont pas de Personne liée ne sont pas importées alors que les autres le sont bien. Cela fonctionnait avant mais plus maintenant !!!
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problem with oauth2 - Spring Java
Hi, I didn't find it in the documentation the values to userInfo e attribute. spring.security.oauth2.client.provider.pipedrive.user-info-uri= spring.security.oauth2.client.provider.pipedrive.user-name-attribute=
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cloning a dashboard
I'd like to clone a dashboard so tat I can have a similar dashboard but with different time scales
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What do you do with Closed/Finished/Expired/Old Pipelines?
At our company, some of our Pipelines are used for recruitment into programs. Our teams recruit folks via Deals, and once enough companies have been recruited, the effort stops, Deals are marked as Won or Lost, and the Pipeline goes out of use. Since all Deals are marked as W/L, the Pipelines are empty (in Pipeline view).…
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Pipedrive not sending emails
Hey Pipedrivers! Does anyone have tips for Pipedrive Email not appearing in the sent mail. I type out an email and then hit send. The screen goes back to as if I didn't type the email. I check the sent mail in pipedrive and nothing appears. Refresh once, then again, then again and still nothing. I check my gmail sent box…
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Microsoft Teams Integration
Unfortunately, the way Pipedrive populates a Microsoft Teams invites makes it completely worthless. It is too ugly to send to a client. Below images compare Pipedrive-side creation vs Outlook-side creation. Unless there is some kind of legal issue that precludes Pipedrive from creating an MS Teams invite exactly as the…
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categories
Hi I'm new to using Pipedrive and was hoping someone could give me some guidance on how I put my leads into categories. I'm currently transferring spreadsheets from excel but would like to be able to put each spreadsheet into separate lead categories. any help would be appreciated.
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Update field in Pipedrive
Hi, what's the best REST endpoint to update a field in Pipedrive from another application? When a new user signs up to my app, I want it to automatically update in Pipe drive.
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Set Goals for a Custom Field
Can anyone help on how to set a company goal for a custom Deal field? We have a field called 'Annual Value' on our deals so we can record the annual value of business a deal could pull in. We want our Goals to track this 'Annual Deal Value'
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Asking advice on filling pipedrive fields #data
Guys, I have a challenge here at the company. How can I ensure that a specific, very important field is always filled in? I already set it to Required and Important within Pipedrive, but I found "holes".
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Projects
Just wondering when the Projects part will be available on pipe? will make the CRM more complete. TIA
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Quarter names in Forecast Report
Is there any feature that allows users to change the names of quarters or change the phasing of quarter dates? I want Q2 2021 to show up as our Q1 because our year runs April to March, but it doesn't seem like there is any option to do this, nor to rephase it if, for instance, I wanted Q1 to run Feb-Apr. If not, is this an…