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Email Sync: all emails or manual link?
We use Email Sync to keep track of what our sales reps communicate with prospects. However, we either: * Sync and link every email to deals and leads* This gives a complete picture, but a lot of noise with emails that are not relevant (i.e. can you resend this file, or I need to reschedule our meeting) * Link individual…
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Switching to work from home
We offer a great platform which has helped our clients unify their communications. It has been extra helpful now when they have needed to switch to work from home. If you need any help with that, check us out at www.kassnet.net.
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Product Feature Request
Is there a way to set a group activity for a long list of clients? E.g much like sending a group email you can set a group activity rather than individually.
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What's the recommendation when a customer of a won deal cancel the contract.
Reopen and LOST? With doing so, I found that won-time and deal-closed-on become empty. I will lose the information of won-date.
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Date filter
Hi! How can I use a date filter "last 6 months" excluding the current date. Thanks a lot!
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Hello, I'm asking for advice about creating templates for campaigns. It does not seem to load for me
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Pipedrive hjälper dig att hantera dina projekt
Pipedrive är känt som ett av de mest uppskattade säljstödssystemen inom B2B. Vill man ha kontroll på efterföljande leveransprojekt så har man fått använda Trello, Nifty eller liknande program (ibland har man även försökt trycka in leveranserna som säljprojekt i Pipedrive med blandad framgång). Ska man växla mellan program…
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Deals Endpoint Limit
Hello, I want to create a Power BI report, I have connected to Pipedrive API on the Deals endpoint, but due to the limit I am not getting the most recent data/deals. How can I do this? Thanks
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Looking for Pipedrive experts
Hi group, I'm looking for Pipedrive expert (ideally based UK/EU) that can help on an hourly or retainer basis. If that's you, please drop me a message at daniel@geniusly.ai Thanks Dan
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Problem z Email
Dobry wieczór, czy mogę prosić o pomoc w kwestii maili w Pipedrive, dlaczego jedne maile wiążą się automatycznie z klientem, a niektóre adresy mailowe nie chcą powiązać się z klientem ? Miłego wieczoru
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contact Timeline
Hello, I have just got Pipedrive and was wondering if we can all have the same contact Time line without manually creating it or do we have to personally create it every time we add a new account.
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Pipeline to Pipeline conversion
With the limited functionality of leads (compared to deals), we are setting up a Marketing/SDR Pipeline in deals. Now we want to track the conversion rate from that pipeline to the actual sales pipeline in insights - anyone found a workaround?
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Unterschiedliche Details in unterschiedlichen Pipelines
Hallo zusammen, gibt eine Möglichkeit unterschiedliche Details/Datenfelder für unterschiedliche Pipelines festzulegen? Wir nutze Pipedrive für min. drei unterschiedliche Dienstleistungen und würden gern nur jene Datenfelder als Details angezeigt bekommen, welche wirklich für die jeweilige Pipeline relevant sind. Bei 100…
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CPQ - A boon or nightmare?
Anyone using CPQ solutions to optimise your sales process? What do you find difficult in your existing CPQ? * Complex to learn and implement * Not user friendly UI * Difficult to customise rule engine
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Removing the REVENUE field from DEALS
Is there a way of remove a REVENUE field of a DEALS. I don't see a way of to make this.!
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Bad Numbers?
When I'm dialing a new lead and the call disconnects without actually hearing a ring (4 to 15 seconds of an attempted call with no sound), does that mean that the number isn't good?
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Automation trigger - new email received
Hi! I have a problem with finding a trigger for automation. What I want is to automatically create an Activity if an email is linked to a Deal. So any new email received by the Deal triggers a new Activity - it is a special case just for one Deal and I cannot find a solution. Many thanks!
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How do I set up an email welcome sequence with native Pipedrive email marketing platform?
Hi There, We are using the beta version of the native Pipedrive email marketing tool and I can't work out how to set up an email welcome sequence for new email subscribers. Can anyone help?
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Are you Interested in B2B Leads for your business?
Are you Interested in B2B Leads for your business?
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Does anyone knows why MS Teams PD bot doesn't work properly?
no channels avalaible I have been trying to connect PD Teams bot with MS Teams. After connecting I have no option to make it work. I would like to send a notification to a common thread in the group chat but seems not doable. Any suggestions on how to resolve it? Got such response It is connected here
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Importing Leads from contact form on the website
Hi! How can I convert contacts from our website's contact form into leads in Pipedrive? Is anyone doing it? I will be grateful for advice :) Thank you!
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Vertically move cards in the dashboard view
It would be interesting if we could move cards vertically, within the same stage, as in Trello, for example. Is it possible?
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Using iOS Spark all for mail instead of Mail (default client)
Hello, on my iPhone I use Spark and not Mail. When I try to reply to an email from Pipedrive, PD asks me to reinstall Mail. I have asked PD support and they told me that I have to set Spark as default email client, which I did, but I still have the same problem. Did anyone manage to use an email client other than Apple…
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Has anyone got any experience creating Purchase Orders from PD into Xero using Zapier? Where are pe
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Using iOS Spark all for mail instead of Mail (default client)
Hello, on my iPhone I use Spark and not Mail. When I try to reply to an email from Pipedrive, PD asks me to reinstall Mail. I have asked PD support and they told me that I have to set Spark as default email client, which I did, but I still have the same problem. Did anyone manage to use an email client other than Apple…
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I'm trying to update a custom lead field type (from multi to single dropdown) and can't figure it ou
The problem is that when I follow the method of updating a custom field, when I import from the spreadsheet, it creates a new lead record (vs. just adding to the existing lead record because (I think) there is no lead ID (only organization and person ID. I'm wondering if anyone has any ideas on how to make this work…
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Best Form Options to pull in fields within platform
Need recommendation of best form product to use that will pull in fields within the platform?
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Feature for Smart Doc
Enable/Disable two factor authentification Uploading field for the signer in the document to send needed Documents with the contract Enable/Disable handwriting signature or sms signing or typed signature Enable/Disable signing one or more fileds with one or multiple signatures on different sites if needed Choosing the…
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Zapier Integration still not working.
Its been months since this problem first occurred, why does the Zapier integration with Pipedrive come up only as numbers and not as texts? This seems to be the case for single option and multiple-choice fields.
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Activities Marked As "Done" In Bulk - Not Showing On Report
I had 10 activities set-up for today. The activity was to send an email. I filtered the people to the appropriate 10, and then 1) Selected all and "Send Email to Group", and then 2) Selected all and bulk edited the task to be marked as Done. However, when I look on my Report for activities for Today with the status of…