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Email campaign
I would like to be able to send a bulk email to all participants on a selected number of deals. How do I get all participants to show up on the people screen
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Leads through to Deal tracking
Hi folks, When a lead comes through I label them with the nature of enquiry, however, when it becomes qualified and moves to a deal, these labels are lost which really isn't ideal because I can't track the nature of enquiry through to conversion. Is there a way of the lead labels carrying through to info on the deal? I…
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Calendar Sync NOT working
My company cannot get the calendar sync to work. We use exchange and Pipedrive is not allowing us to sign into the exchange account when prompted too. Has anyone found a solution? This has been going on too long is very frustrating.
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Insights on Contacts and Organizations Added
Hi! I would like to know how to get a report on total contacts and total organizations added each week in my dashboard. They don't have to be related (IE: how many contacts are within each org) I just need a "total added" view. Can you please help me undertand how to do this?
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Is anyone trialling the marketing email campaign functionality? Have you found out how to run a das
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Unsuscription of email campaigns
Hi, it´s possible to add a botton in the mail where people who receive our mails can unsuscribe of this ones and then trigger a "lead lost" for this lead? I think that this is an efficient way to not bother leads with mails and also just have those leads that want to be with us.
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Phone Recommendation Needed!
I am looking at using Salesmsg for texting and aircall for phones, as we text a lot of videos & attachments! Has anyone tried this and went with an all one that can share some insights?
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User type conversation
Hey Everyone, I just got added to the projects beta, and am trying to move the projects I'm personally managing into pipedrive. One thing I wanted to bring up that's a bit complicated is users and user types for projects. I feel there needs to be more than just one type of user for projects which would be on different…
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Project Management is not (only/always) an after sales tool !!
Hello there, Things look really good BUT for my company, a Project is not a follow-up of a Deal but the land were the deals can/will grow and be generated so : * A project should be able to be linked to whatever numbers of deals: the project is the core of the system. One project will “generate” a large number of…
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Activity Plans
Are we able to create activity plans which in turn creates a series of activities that need to be completed by certain dates and specific team members?
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Using first name and last name from name field
Hi I use a typeform to ask for first name on one question and last name on the next question, then import into pipedrive's first and last name fields via zapier. Ideally I'd like to ask for the person's full name in one question, not two, but still be able to use just the first name for sending emails from pipedrive (Hi…
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Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedr
Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedrive has its own system, but we have over 30 people on our account and this would mean doubling our subscription price!
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Gmail account disabled
@Inês Batata I sent emails to a database of around 300 contacts and gmail disabled my account. Can I not send that many emails from Pipedrive?
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Asking for Advice + HTML Emails + Automated Workflow
Hello, In my company we have the Workflow Automation to send emails to all our new customers, but our current templates are simply plain text and not very attractive. We want to improve the design of our emails and increase the feedback we are getting. Is there any Pipedrive tool to create HTML emails that we can use as a…
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Multiple clients their own Pipedrive
Hi, I have a question. I have a lead / candidate generation business. I would like to give every one of my clients acces to their own personal Pipedrive with their leads. Is there a possibility to manage this from one master account? Do anyone of you know this? Thanks in advance.
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Plantillas en html
Hola Podemos hacer que las plantillas de correo de Pipe sean en html? para poder tener una control mayor de las plantillas por favor. gracias
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I feel there is a need for Deal reports that can filter on Products. At this point, the ability to e
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Connecting a single folder within Google Drive?
I just got done watching the Smart Docs demo this morning and have been playing around with it in our Pipedrive instance. When I link our shared Google Drive folder, is there a way I can specify to a single folder? It appears to link our entire shared drive versus a single folder within our shared drive. We don't want to…
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Deal Stage Changing Report
Eric here. We're trying to create a report and add it to our dashboard that shows the Deals that have changed status in the last 2 weeks. We want to monitor the progression of Deals thru the cycle. Anyone have suggestions as to how to do that?
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Hi , how can I set in Pipedrive 2 tires deals, meaning , I am using Channel partner that will do the
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Scheduler combining multiple users' availabilities
Hello, It looks like the scheduler is only suitable for personal meetings and not for offering users an initial meeting when it's not important whom you meet, but rather that convenient time slots can be offered. How do you work around this issue?
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Issues import database
@Inês Batata Hello! I have some issues when I import the database. Automatically the deal title takes it from the organization name. Although I select to take the lead title. I tried removing the organization name but some is accepted and others skipped. Can anybody help me?
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API call for Stages table
Hi folks, Running our home-built connector for the "stages" table and the "start" parameter in your API call seems to always start at 0 regardless of input - have tried starting at 500 and 5000. Have resolved my issues with a manual break in our code, but thought it would be useful to report!
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Subscription Profit
Hi Team, Does anyone know if there is a way to record the cost of subscriptions in a deal and then forecast on profit as well as revenue? At the moment, I am just entering the profit into the subscription instead of revenue although it would be good to be able to track both in my forecasting. Thank you!
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Guys does anyone know why when I embed a link of a dashboard in Notion it is in ukrainian?
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Subscription and one time charge in revenue report
Hi. We have a SaaS product and using pipedrive for sales and CS. I use Subscription to get MRR which is viewable in Insights report. This works great. However, we also have one time fees such as onboarding and workshops. If I put these in "additional payment" under Subscription pop-up, that amount is not shown in revenue…
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7 Digital HR Trends for 2021
Human Resource (HR) software is helping the business and organization's HR department by programming the manual tasks and organized data-driven reports. All these works are performed electronically and eliminate the requirement of paper documents. HR software can serve all employees and managers within the…
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Capturing Annual Renewal Contracts in Pipedrive
Has anyone figured out a clean way to capture annual renewal contract activity in pipedrive in a simple way, so the renewals that are won are added to the current year deals that are also won? Once a deal or renewal deal is won, it triggers a new renewal deal to start being tracked for the coming year. Thanks, Dave
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Emailing multiple emails linked to the same contact person
As I add a new lead if I attach multiple emails to one contact is it possible for workflow automation to automatically send an email to each of those emails as they enter a certain stage of my pipeline?
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Apart from revenue, what Sales metric do you closely analyze without fail? How does it benefit you?
Apart from revenue, what Sales metric do you closely analyze without fail? How does it benefit you?