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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…
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How do I download web visitors data. Also Insights does not support creating trend reports on web vi
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Does anyone know/can you - put certain permissions on a stage so only certain users can move deals i
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Notifications for deal renewals
Hi all, I am trying to create an email trigger to the customer success team on the anniversary of a deal. This will act as a reminder to revisit the contracts with the client for annual inflation, any additional requirements to explore etc. Whilst, i created a workflow for the above. The emails are getting triggered when a…
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파이프드라이브 기능 업데이트: 모바일 앱 인사이트
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브 모바일 앱에서 Insight의 보고서 및 영업 지표를 확인하실 수 있는 Insight for Mobile 기능이 출시되었습니다. 이제, 이동하면서도 모바일 앱으로 영업 지표를 확인하고 적절한 영업 조치를 취해보세요! * 모바일 인사이트 확인 방법 * 모바일 어플리케이션 좌측 하단 '...' 클릭 후 '인사이트' 탭 클릭 * 모바일 인사이트에서는 어떤 것들을 확인할 수 있나요? * PC에서 세팅한 모든 보고서 및 대시보드를 확인하실 수 있습니다. * 보고서의 그래프를 탭하여 해당 그래프의 세부 수치를…
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Can Pipedrive handle numerous sales pipelines distinctly?
Sales Process Questions We sell our speaker clients into paid speaking engagements, so each person is technically a product; the meeting planners who will hire them are the prospects. Each speaker/product is sold many times to different prospects. I'd like to color code/code each speaker/product distinctly and then assign…
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Nonprofits and pipedrive
Does anyone here use pipedrive for their nonprofit tracking of sales/gift proposals? We switched from Raiser's Edge to pipedrive to track all our deals, but currently flying by the seat of our pants. Looking for some best practices and advice.
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Hello! Is there a tool that can track and update contacts in my pipedrive based on their linkedin pr
In my line of work leads change roles from one company to another between 6-12 mths. I input for all leads their linkedin profile (the urls) is there a tool that can automate this? I am sure it will require some manual updates as to some specific, but what would be helpful is something that checks on weekly bases, and…
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Export calling outcomes
How can I export "calling outcomes"? I need to analyze how many non answered calls/ voicemail/wrong number etc we have. Thanks
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Chatbot - Firing Analytics Events
Hi, I am currently trialing the chatbot which seems a very useful feature. I was wondering if there's a way we can record interactions /submissions with Google Analytics? I can record behaviour with hotjar, but would love to see top level channels the people came from who submitted via the bot etc Many thanks Keith
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Email Deal Contacts & Participants
I'd like to set up an email filter that will add all deal contacts/participants in certain stages of the pipeline. The problem that I'm running in to is that when I select the deal stage, only the main deal contact is available. There isn't a way to select additional deal participants. We have multiple decision makers in…
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Lead Inbox New Lead Notification
Is there a way to set up email notifications when a new lead appears in the inbox? this way if we dont have the inbox open we still know there is a lead to contact.
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Any recommendations for Pipedrive consultants/experts?
I am looking for someone to help with multiple automations and integrations. I don't have the time and want to make sure they are set up correctly for our team. Any recommendations?
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Reporting on Deal Activities
Hi all, First time poster !! I'm hoping to find a way to use the Insights reports to identify users of our PD that are NOT keeping their activities and next steps up to date for deals in later stages of our pipeline. I've managed to create a filter that identifies these deals (Either no next activity, or Date of activity <…
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Email search
Hi Pipedrive team, I would like to search for all contacts that have received a certain email (subject line known, creator and date known). I was hoping to be able to search via the activity type email and would see all published emails that have been synced to PD. But this search seems only to include actual activities…
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There is no activity assigned to new orders
Hi everyone. Could anyone please assist me? My WordPress site which uses WooCommerce is connected to Pipedrive via Integromat. Here is the link to the site: https://bynature.vn/ Now when we get a new purchase, we get no activity assigned to new orders. And the order and the info about the order - do not go through to our…
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Archiving versus deleting leads
Hi Pipedrivers - quick question. Under what use cases do you archive leads versus deleting them? When you contact a lead and they don't convert how are you handling them - and then ultimately how are you moving them into some kind of nurture sequence?
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Add Font
Hei I want to add font in Campaign pipedrive. Is it possible ? I am looking for Days One font
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Deleting a previous Email Sync
Up until 0730 hours on 05/26/2022, my EmailSync was functioning with expected behavior. Then, it just stopped syncing. I changed nothing. I went through this b.s. in late 2021, costing me hours and hours of engaging email I'd already dealt with, sometimes years before. I was advised at the time the issue, while same email…
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Mobile App Login
Is anyone else having issues with mobile app login? I train all our new salespeople on Pipedrive, but each one of them have had issues logging into the mobile app. I've found a work around that you can copy the link from the email that it sends and paste it into safari, but I have an Andriod user that can't get that trick…
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Sales chances vs. deal value / Szanse sprzedaży vs. wartość leadów
ENG: Hi, Dear Pipedrive community, would you please suggest me how to make a report combining sales chances vs. deal value on one chart? I'm talking about a report where I look at the difference between how much a customer assumed they would spend and how much they spent on a micro and macro level. PL: Cześć Pipedrive'owej…
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Emails linking incorrectly
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
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Auto populated fields for information
We use our PD for our patients, new and existing inquiries, and want PD to be able to auto fill if this patient is truly a new patient or if they are an existing patient sending in another inquiry. Thanks in advance!
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Is it possible to "look back in time" to see what our sales forecast was for a particular point in t
I'd like to do some analysis for forecast vs. actual and would love to know what our weighed forecast looks like over time. Thanks in advance, Jay
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Advice for Categorisation
Hi There Community I work with many different, divergent businesses with a very wide range of non-related products. I woul dlike a way to filter or sort my dealers by a category but cannot find any ready system for the action in standard Pipedrive Can somebody help?
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How to Create Average Deal Size Report
I cant seem to figure out how to create this report. Thanks for any help!
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Embedding PD Calendar to a website
Hi There - how do we embed our pipedrive calendar into a website? Many thanks in advance.