I am really liking the updates you guys have been pushing out. What's the status of the API? I can't find any mention of it anywhere. I apologize if it has been discussed and I looked over it. I currently use the main pipeline as a project manager and rely on moving stages to trigger automations using integromat/make. Is…
I add new leads/deals on a monthly basis. In some cases, I'm already working leads/deals for these companies, and it would be redundant (and horribly clumsy) to start a similar outreach process for the same prospect while another is in progress. From a sales perspective, the message would be change, too: It's one thing if…
I'm testing the lead booster web forms feature to streamline our lead generation process. We need to send some lead custom field values that shouldn't be visible in the Contact us form. Do web forms support defining custom lead fields as visible/hidden? Can we set the values for hidden custom lead fields programmatically?…
I love Pipedrive and almost every feature that it offers. So, I take no pleasure in the fact that Pipedrive also contains the single most infuriating 'feature' among any of the 10+ apps that I rely on to run my business. 'Magic emails' for 2FA are beyond awful. I struggle to describe how broken, nasty, and messy this…
PARTICIPANT QUERY. A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development and yet it remains unresolved. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with…
Hi all, I want to create custom Fields for example for a person and I want to see them also in Deal-view. And I also want to do this vise versa. When I create a custom field in the deals, I want to see it also in contact. How to do that.
Hi, I'm new to Pipedrive. When taking the default look at the "add deal" page, it have nice basic fields (or is it attributes?) to describe the deal. But I haven't found a way or understood how to make sure that the sales person has acquired all necessary info to advance the deal to the next stage in the pipeline. Info…
I am having a problem with Email of same contact but different Subjects or Topics is joining in the same LOOP of email. How to disconnect it or to avoid the Pipedrive joing automatic?
I can't get any support. The bot is useless and you just go in circles and no reply from the support email. Any ideas from anyone? I like Pipedrive but I don't think I can bring it into the business if there is zero support!
New business within my company, is new customers, but also existing customers buying new products, each customer has their own unique products, so I have add new products for each enquiry, therefore I would like to run a report of 'new products required' and in turn that will show me new business growth.
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