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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…
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Insight reports missing blank counts
I have built a few Insight reports to see the first click and last click source attribution data of our leads. First click and last click source values are Direct, Google Paid, Facebook…etc A few leads have a blank (empty) first click and last click. Previously, any blank counts are shown under the ‘other’ category. But…
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Organization type fields have been mapped but the required field is missing. To continue import, map
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Create all type of reports
Would it be possible to create any kind of reports ? It's not so confortable to make reports only with your suggestions I would like to be able to create all kind of reports without being blocked by the propositions you make
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Feature Request: Manual Edit Deal Timelines
Is there a way for me to use legacy data to create a new pipeline with data over the past 3 months that wasn't on Pipedrive? E.g I know how long a company stayed in each stage of a certain pipeline but I can't write that data manually at the moment. Also if I'm on holiday and don't move the deals along the pipeline when I…
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Pipedrive x Productboard
Hi! Does anyone use Productboard? I am looking for ideas how I can transfer customer feedback from Productboard to Pipedrive Thanks!
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campigns feature i worthless
We want to send prospects an email but Pipedrive requires some arbitrary consent, we have validated our emails with zero bounce, and sent emails using other services, but that is not good enough. How can we know if a prospect consents if we can't send them an email from Pipedrive in the first place? This is impossibly…
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Duplicate emails in contacts list
In my 'Contacts' section when I go to 'People', there are duplicate emails for each person, some categorised as 'work' and some 'others'. How do I merge these duplicate emails? I do not wish to have to remove them one by one...thank you
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I am trying to export data, but when clicking the three dots on the top right of the screen, it is n
I am trying to export data, but when clicking the three dots on the top right of the screen, it is not an option to export data (which this article - https://support.pipedrive.com/en/article/exporting-data-from-pipedrive - explains how to do). Do I need privileges added to do so? There are two ways to export data from…
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파이프드라이브 기능 업데이트: 리드 보고서
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 많은 고객님들께서 요청하셨던 파이프드라이브의 리드 보고서 기능이 출시되었습니다. 리드 보고서를 통해 생성 / 보관 / 거래로 전환된 리드 수를 인사이트 대시보드에서 측정하실 수 있으며, 리드 -> 거래 로의 전환율을 측정할 수 있는 전환율 보고서를 작성하실 수 있습니다. 리드 보고서 생성 방법 * 인사이트 -> 보고서 > 리드 클릭 후 생성할 보고서 유형 선택 참고: * 프로페셔널 플랜 사용 시, 리드 성과 / 전환 보고서 생성 시 커스텀 데이터 필드를 통한 세그멘테이션 보고서를 생성하실 수 있습니다. * 커스텀…
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What is the 'Leads Reports' feature?
At the price comparison page, I see a new feature named 'Leads Reports'. This sounds interesting. Can anyone explain what this feature is about?
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How SMEs can increase sales by lead nurturing
SMEs live and die by their sales pipeline. Driving consistent and strong sales is the beating heart of a solid business, with prospecting and qualifying leads being normally considered the main responsibilities of a business owner after selling. But what if that is leaving you out of time to pay the necessary attention to…
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Smartdocs - upload more than one document
Hi can you upload more than one document for signing at once instead of sending several documents to sign to one client?
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Sync Outlook with pipe drive
Hello Everyone, Can someone please help me out on how I can connect my outlook account with pipedrive ?
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Cannot Reach Chat for help?
Clicking on chat icon and cannot reach chat, what's up?
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Syncing contacts with Outlook 365
The contact synchronization with Outlook 365 does work fairly well, but there are 2 main issues that we are encountering: * The synchronization does populate the expected outlook contact fields (Last name, First name, address, email, phone, etc.). Except that the Outlook contact field "File as" stays blank. Therefore, the…
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I would like to be able to register a person in more than one company. Example: John Doe may work at
Alsooooo, be able to register more than one "owner" of a particular "Deal" (i can assign a deal to two or more staff members)
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Release ETA?
What is the ETA on the Projects Module? Looking at other resources but don't want to jump to something else if the release is relatively soon. Also will this module integrate with Happy Fox?
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Custom fields synch across lead/deal, person, and org?
I have a custom field for lead/deals and I want to use the same custom field (with associated multi option list) for people and organizations. And I want to be able to use the same multi option list 3 seperate times to populate 3 columns. To clarify the field is crop of interest. Some customers will have several crops of…
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How are you all keeping track of group emails?
I have 1,000 contacts to email. I send the email to the first 100 contacts. Then I go back to email the next 100 contacts. Now I'm stuck. How do I know which contacts I just emailed? I'm stuck here and must be missing something simple. How does everyone else keep track of which contacts have already received an email?
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Prospector Issue
Hi folks, I have started to use the Prospector tool, out of my first 3 credits I have used I got bounce backs from 2 of them even though it said the quality was 'excellent' so really I would expect those to be delivered! Has anyone used this before and come up against the same challenge? If it is no good then I will simply…
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BETA test: Split deal value into multiple payments of various amount and dates
As per the headline, we have added new functionality to Recurring revenue feature that can be useful for the business where recurring payments value vary over time as well as billing milestones. The data produced this way is accumulated into Cashflow report available in the Insights feature, where you can see your…
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Anyone have experience with web forms?
Interested in knowing more about web forms! Anyone have experience with this? #webform
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Who would love to have an email validation option? This would facilitate keeping the DB clean from p
Who would love to have an email validation option? This would facilitate keeping the DB clean from people who moves out.
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Any suggestions on what apps can we use to auto populate company/people fields in Pipedrive?
We have 60000+ contacts in it gets hard to have everything updated
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Aanpassen mail_from emailadres in Pipedrive (verzending via Gmail)
Hi all, 2 weken geleden hebben wij een namechange van ons domein en daarmee ook van onze e-mail extensie doorgevoerd. We zijn overgegaan van Fondsnieuws.nl naar InvestmentOfficer.com. Wij maken gebruik van Gmail, operationeel werk ik echter in Pipedrive, het Gmail account is daaraan gekoppeld. Mails maken en verzenden,…
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Pipedrive KPIs
I am new to Pipedrive. I’m infested in KPIs others are using that are easy for reps to log, managers to track, but most importantly drive great results. Thanks In advance!
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Activities, Planning & Outcomes
I am trying to make some sense of the activities feature - and how to effectively use this in our workflow. For instance - we have an activity type "Face to Face Customer Meeting" * One of my reps schedules a meeting with a customer for Monday 06/01. We start an activity of the F2F kind for this scheduled meeting. * We…
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Pipedrive email screen
Gmail and Mac Mail and Outlook have had various split screens for decades. Is there no way to get a screen in Pipedrive where the message headers are listed on the left and you can view the body of the highlighted header on the right? The monolithic list of headers is hard work. Or is there a different way to work that I…