Really trying to figure out how to make PipeDrive work for our business. We are contractors who do work for homeowners. We rarely do work for companies. Our clients have home addresses and all our work revolves around that address. I see how I can add a custom field and make it required for both People and Deals. There are…
I am trying to connect my Webflow website's contact form to pipedrive but I am unable to fine Write-Only API for the form submission. Can any one help me with this?
Hi, there! I would like to know if it is possible to customize a meeting note to come with some pre-defined terms every time I create an activity of this type. Every time we do a type of activity we have to include some topics in the notes. It would be nice to be able to leave these topics in the note every time we create…
Hi All! Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level? I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected? Thank you!
Can the Job Title be displayed along with the person's name in the Linked People section in the Organization's detail view sidebar? If we add a note in the name like in the screenshot, that note shows up in proposals, so we'd like to see the Job Title appear next to the name in the People section of the Organization.
As I have observed, there are charts that track the stage changes of certain deals over a specified period. These charts only record the number of deals entering each stage at a given moment, but I am unable to automatically see from which stage these deals originated. I consider this functionality crucial to analyse…
I've got a business development user who has been including Pipedrive on emails to clients regarding deals and such. Recently, he started getting bounce backs on some emails that had attachments. Exchange provided the following information in the bounce back email notification: The specific error is: 550 5.0.350 Remote…
Why can I not see any of the notes I have added all of a sudden! It was great for a while and now then do not show anywhere even new ones I have just added.
We use pipedrive to manage stages of the sales process, and we have multiple pipelines depending on region, and each pipeline has exactly the same stages (i.e. stage names). How do I combine the values of stages from the different pipelines? The best I have been able to do is create a table and split it by pipeline, but I…
I am trying to connect my Webflow website's contact form to the pipedrive, but I am unable to find Write-Only API for the form submission. Can someone help me with this?
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