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Will merging contacts impact any existing deals?
Before merging contacts I want to make sure I"m not creating a nightmare. * Will merging contacts impact the Contact person/Organization associated with any deals?* For instance, Susie Smith - ABC Company is connected to 4 deals.Then Susie moved to XYS Organization where she is contact with another 5 deals. * If I merge…
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Could I use Pipedrive for tracking purchases?
I am a manager for a running race. I have just started using Pipedrive for all our sales processes to get sponsor deals and selling ads, more like the ordinary sales in businesses. But I also make deals where we are the customer, like marketing, ads, products, entertainment and other purchases. I think the processes are…
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Track opens emails + clicks + reply and web visitors
Hello, I'm looking for a way to add points per action. I'm sending emails through Pipedrive. I would like to add points when a lead opens, replies or clicks. Is it possible to track that with Pipedrive. I can use Make (ex-integromat) to do. Also I use Web visitors, it is possible to track this part with Make? Thank you for…
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PipeDrive is not loading
PD is completely greyed out for the entire organization. Nothing loads!
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Search via tags or telephone numbers
I am not sure if I have missed how to do this, but it would be great to be able to search PD by tags and/or telephone numbers. Is this possible now?
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Not getting "unit_prices" when collecting Products from the API.
Hello Community, We are collecting Product Fields from the /productFields endpoint. In the API response, we can find unit_prices field. But, when we are collecting Products using https://api.pipedrive.com/v1/recents endpoint and params: items=file, since_timestamp=2022-01-31 23:59:59. We are not able to get that field in…
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企業メアドの登録について
info@のような企業メアドの登録をされるとき皆様どうされてますか？ info@で人物立てたほうが良いのでしょうか。最初組織に企業メアドのフィールドを追加して運用してたんですが、外部連携するときに人物にいないので不便なケースが出てきました。
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Feliz Aniversário
Bom dia! No meu pipedrive tem um campo preenchido data de aniversário há algum campo para nos alertar o dia do aniversário do meu cliente?
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Automation Emails Not Triggering
Hello, I use email automations for when a card is moved to a particular stage. For the past couple of weeks, all of the email automations for when cards are dragged to a particular stage either do not work at all or are significantly delayed for no reason that is set up within the automation. Can you please advise on some…
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Hi! Short question: Is it possible to create a funnel mirror? For example: create a General Funnel,
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Exclude Won Stage from Insights
We have "won" also as a stage. After that stage, there is another stage. Unfortunately, insights always show "won button clicked" as the last stage. Sounds fairly easy to exclude that?
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Hi I sell a lot through partners and would like to have the same contact person both be on the Partn
Hi I sell a lot through partners and would like to have the same contact person both be on the Partners Company and the Customers, The sales person differs from case to case., eventhough same partner eg. . BUT is this possible? To day I use a custom field for source (Partnername), but that was meant for company name level.
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E-mail Tracking
what is the difference between "opened" and "clicked" in e-mail tracking?
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Sending email from different email addresses
Hi, I have three separate email addresses linked to my Outlook mailbox and I would like to send marketing and sales emails from different emails. However I cannot figure out how as PD only syncs with the main mailbox and I cannot find a way to sent out emails from the other ones. Is this really not possible or is there…
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Seeking | Office Furniture Company Users Of Pipedrive
Hi I work for an office furniture company in Vancouver, Canada. We are currently evaluating Pipedrive as a CRM of choice and would be delighted to connect with any users in our industry to learn about your experience and your implementation success roadmap.
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Mass Unfollow?
Hello - I've searched and come up empty handed. Since I do a lot of the imports to contacts my account is now following all of these. I don't want to get notifications for anything outside of what I should be so I'd like to remove myself from following...however....that's a lot of clicking. Is there any other way to…
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In Insights, email/meeting/call tracking needs to be able to filter for only emails associated with
Tracking emails/meetings/calls in Insights would be very useful, but it also tracks internal emails. If it could track emails only associated with contacts or deals, the feature would be useful, but right now it's far too inaccurate.
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Insights: Compare custom periods, e.g. pyp
Hi there, I have dug into the insights function and I am really loving it. I don't seem to be able though to add another time period, when analyzing my data. E.g. I want to compare deals created ty YTD vs py YTD. I have tried to work with the custom period of the dashboard and the report, but don't seem to get any further.…
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Recurring Activity Notifications
New to Pipedrive. Is it possible to set up an activity or email that reminds someone to call a client every two weeks? How would I go about doing that? Any feedback helps. Thank you
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파이프드라이브 기능 업데이트: 페이스북 / 왓츠앱 메신저 Integration
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브와 Facebook / Whatsapp을 연동하여 새로운 리드를 확보할 수 있는 Messenger 연동 기능이 출시되었습니다. 이제, 페이스북 비즈니스 계정을 통해 들어오는 고객 문의를 파이프드라이브에서 응대하고 새로운 리드를 파이프드라이브에 바로 추가하실 수 있습니다. * 페이스북 Messenger 연동 방법 * 리드 수신함 > 통합 '메시지 보내기' 클릭 * 페이스북 메신저와 파이프드라이브 앱 연동 진행 * 옵션 설명* Private : 페이스북 연동을 설치한 사용자만 메신저 응답이 가능하고,…
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Help from Brokers & Valuer (Appraiser) users of Pipedrive
Hi, I own an Agribusiness Brokerage & Valuation (Appraisals-USA / Surveyors-UK) professional services organisation in Sydney, Australia. I am new to Pipedrive and would be delighted to connect with users in our industry to learn about their Pipedrive experiences.
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Insight - Summary table for Dashboards
In Insight, one can see a "summary" table when you create a chart (see picture). But one can not create this summary table as a module for a dashboards? The charts are great to see trends. But to see the details, one have to hover over the month of the charts, one by one. The table is great to see a summary of the numbers.…
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Webforms: Font & loading delay
1. is there a possibility to change the font. I would also pay more if I could use the font from our CI/CD. 2. the loading time is very bad with the forms. there is always a loading delay for the forms. Can this be fixed somehow? Thanks a lot! Dani
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Create a property > set attributes (price, rooms) > Match with leads
Hi everyone, I am a bit confused. I see Pipedrive being marketed as the best CRM for real estate professional and still after searching up and down here and elsewhere (really everywhere) I still can't find a clear (or even unclear) guide on how to let pipedrive execute the most basic function needed in this business:…
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Custom Tender number mapped to Deal ID during data import?
Hi A business I work with is just getting setup on Pipedrive, and wants to import existing deals from a tender register spreadsheet. Each tender they've submitted in the past is captured in this excel sheet, and has a unique number. This number is a simple, sequential number, i.e. if the last tender submitted had tender…
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Consigli per i nuovi membri della community!
Ciao a tutti, due consigli veloci per i nuovi iscritti, ma non solo ;-) Primo. Compila il tuo profilo, così da poter fornire più informazioni su chi sei e cosa fai. Secondo: se vuoi una breve introduzione a Pipedrive, puoi leggere questo mio post introduttivo. e.... benvenuti!
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É possivel associar uma atividade a mais de um negócio?
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Ciao ragazzi,, mi sono iscritto alla prova di Mailgen ma non mi arriva nulla, sapete come posso atti
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OneNote vs. Evernote
I am looking to integrate either OneNote or Evernote into Pipedrive. Can anyone provide some insight as to which I should choose and why? I plan on using both on desktop but also IPAD Pro.
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E-Mail Attachments
Hallo zusammen, leider haben wir das Problem, dass unsere Anhänge nicht gespeichert werden können. Diese erscheinen rot. Habt Ihr Ideen woran das liegen könnte?