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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…
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Please help me with a font problem :)
Unable to use 'Source San Pro' font anymore: Why? I sent this template with: - source san pro font everywhere - black colour everywhere - normal font size everywhere I've removed the style before doing all of this. Here is before Here is what I've received Question is why? Can anyone help? thank you a lot in advance! will…
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Recurring revenue in Pipedrive is available for testing!
Hello all, I am happy to extend an invitation for you to be among the first ones to start using Recurring revenue feature of Pipedrive. It is best suited at the moment for recurring revenue business models, meaning equal payment amounts over certain period of time. We provide you an overview of your current total MRR and…
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add contacts automatically from incoming mail
Is it possible to automatically add contacts from incoming mail?
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How invite coworker to meeting?
Hello, how can we add other people to task ? I need to invite coworker to meeting, and there is no option like this. Please let me know if you can help ;)
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Deal Progress Report
I'm trying to create a Deal Progress report that shows how deals have changed in past 2 weeks. The existing (out of box) Deal Progress report shows when a Deal enters a stage. But that's not what we're looking for. For example we want to see that in the past 2 weeks: 5 deals moved from Stage 1 to Stage 2; 7 deals moved…
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Two different products at the smartdocs, how can I separate?
I'm working with smartdocs. If I have more than one product at my deal, how can I separate this differents products datas at the smartdocs? When I copy the placeholders at the document, the products aren't separating. There is just one option. Smartdocs + Products + Deals
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VOIP Phone Integration recommendations please.
Hello, I am new to Pipedrive and like it a lot. I'd like to ask the community for recommendations on a VOIP phone integration. We are a small team and need the basics. I've looked at Kixie and it seems a little pricey. Any other recommendations?
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Sales doc
I am having some problems as i tried to add the automated features to pipedrive deals: name, email and etc but when saving the file it goes crazy :D what could be the reason for this? Thank you
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Import Deals Feature
I am trying to run the data in pipedrive by importing excel files of deals every morning from our admin panel. The only unique deal identifier is the pipedrive system id. It doesnt take our username or user number as a unique identifier. I also cant import our user number as the pipedrive system id. This prohibits me from…
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Hi All! I'm encountering issues in building reports around call outcomes. We do a lot of outbou
Hi All! I'm encountering issues in building reports around call outcomes. We do a lot of outbound calling and I'm unable to generate any reports per salesrep that gives me stats on their calling performance e.g. interested conversations, not interested, no response, etc. How many of you find this reporting critical?
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I've been scratching the head for a while on what to do with old deals that we didn't win? Right now
I've been scratching the head for a while on what to do with old deals that we didn't win? Right now, we move them to a "Lost but subscribed" pipeline to keep the history, and they are added to our email campaign, but this is a bit redundant cause they go on our email campaign list regardless. Are we safe to delete their…
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Automation with "no activity" trigger
I created an automation in which a filter is a trigger but it doesn't work. Maybe someone can help me. So the filter is: there has been no update by the deal in the last 2 months. I put it as a trigger: These are the conditions for the filter: Am I not seeing something? that the trigger doesn't work? Thanks in advance for…
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Company name in mail template incorrect
When opening a mail template for a contact, the company name (automated cell) indicates the name of the PREVIOUS company I mailed a template to. I repeated this with multiple contacts, with the same result. (The first mail template after launching the app, the company name is empty.) The same error with different…
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Need to add UK £ as a currency
OK, so probably a simple thing to fix but I can't find where the settings are. My account default is $USD but many of my clients are in the UK and I can't see where to add UK£ as a currency. I've tried the custom currency but it gives me a weird code 3G_ when I just want it to say £ GBP Anyone ?
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Does anyone know if you can edit your reason of a lost deal... i would like to be more organized.
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Labels are missing in list view
Each deal has a label, but when I change to list view, the labels column is empty. How can I troubleshoot this?
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What's the best way to get notified in Pipedrive so customers can receive fast responses?
Hi there! Is there a good way to get notified when a customer replies to an email? or Facebook message in leads? I have not found a way so war, it doesn't make any sound or come up as a banner anywhere
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Different emails to different contacts within a single company
Hi. I work mainly with creative and advertising agencies. These agencies work in client teams, so I, more often than not, need to reach out to the creative or account directors in each team. However, my emails very often get forwarded around. I would like to know if there is a way to setup a campaign to send different…
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Telemarketing Software with Pipedrive Integration
What is the best telemarketing software which integrates with Pipedrive? Looking to coordinate outbound phone campaigns. Glad of any recommendations :)
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Add personalisation token to subject line on emails
Is there any way to input [first_name] on the subject line - in Hubspot it's called a personalisation token? #EmailCampaign #MarketingEmails
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Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
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How can I track profits?
Is there a built in feature that enables me to track profit by entering cost?
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Migrating community account to my personal profile
Hi! I want to keep my profile as I have quite a high reputation on this forum. However, I have moved to a new company (where of course using Pipedrive). The email is tightened to my account in a previous company, where I can change it in Pipedrive. However, I cannot use it independently. I believe it would be great to have…