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Additional Calendars & Companies
Is there a way to add additional calendar syncing? I have a personal email I would like to add for scheduling ease. Also, I am starting at a new company and would like to set up a pipedrive account, but connect it to the account I have now. Is there a way to toggle between the two?
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Old customer is back with all data export, but how can I tell him to import this data?
Greetings, I have a client who decided to stop Pipedrive subscription about six months ago. But he exported all the data as shown in the screenshot. Then he had six excel files for these items: * deals * organizations * people * products * activities * notes Now he wants to get back to Pipedrive, and he's very excited to…
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Does anyone know how we can get the product ID by looking up a deal with the API. I need to pull a d
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Pipedrive asiakashallinnassa
Moi, kaikki käyttää Pipea varmaan uusasiakashankinnassa. Mutta mitä, jos asiakashallintakin haluaa käyttää Pipedrivea? Eli kun asiakkuus on saatu ja se jatkuu vuodesta toiseen ja samalla kasvattaa arvoaan vuosi vuodelta. Meillä tehdään Saas bisnestä ja pidetään vuosisopimuksien uusimista ja sen prosessia yllä Pipessa omana…
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PipeDrive Chat as Live in Email Signature
Hi Can we integrate PipeDrive live chat into email signature so that we can leads talking directly to our agents. what i need is non java script link to pipedrive chat which i can embed in the html email signature as href.
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Outlook Sync
I just noticed...probably should have before...that any recurring Outlook items sync to Pipedrive as LOCKED activities and cannot be removed. This is troublesome when that item may have ended as you cannot remove it from your Pipedrive calendar or use that time for Scheduler. Would love it if there was a way to get that…
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From a Pipedrive Pro - How to Get a Map View of Your Contacts and Deals 🗺 📍
https://pipedrive.hubs.vidyard.com/watch/hfT72aPhT29Gt1Tu723sjs?Learn from our Pipedrive Pro @Veronica Alessandrini how to get a map overview of your contacts and deals. You can even apply filters to your results to hone in on the demographics you need. 🔔 Be sure to check out the full Learn from a Pipedrive Pro academy…
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Activity by colour??
Is it possible to put tasks as different colours in the pipedrive activity calendar view - I am using it to assign resources to projects at the moment and I would like the ability to put a line in that is red for example when one of the resources is on holiday - they are all being added as blue and only differentiator is…
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Separate name field in web forms into "first name" and "last name"
Hello, I'm trying to make web forms, but I don't see my fields for a person's "first name" and "last name", it is only showing me "name". We would like to have it separated because sometimes it creates funny names with our database, for example, when a person types two first names it doesn't split them correctly. Thanks
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Why can my work email, linked to outlook not work via my phone.
I run various agents via my pipe drive account. The ability to respond from my outlook account via my phone would save me around 16 hours per week. Any help?
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Hello all, I'm trying to get some help with setting up some insight reports. Any experts able to hel
I want a report on my dash board that allocates VALUE to every ORGANISATION i've ever closed a deal on. I.e, at a glance, WHO are my biggest clients, in order of VALUE? I.e, who has paid us the most, and who the least. Would appreciate any help, thank you. I can't work out these rules :)
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Use products in a report/filter
Hi, We are using Products with Deals for an account. Unfortunately it is not possible to use Products as a filter or column in creating a new report . At this moment there is just one standard report available for presenting product details, but this report will probably disappear with the final release of the new Insight…
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Sync of Exchange calendar does not show up + need support
Hi everybody, just having problems to integrate my calendar based on exchange. After I entered the credentials, my calendar just does not show up. It looks like I have not entered anything. thanks and rgds alex
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Does anyone know how to split a deal between months or be abele to make on entry across multiple mon
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Utilizing Pipedrive as a customer CRM
I am new to Pipedrive and am wondering how it works as a complete customer CRM. I would like to go into a "Clients Account" and view all interactions / deals in one account and manage the client relationship. The only thing I can find is to manage the client relationships by deal versus having one CRM account. Am I missing…
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Custom Fields with Secondary Drop Down Options
Hi All, Does anyone know of a solution to create multiple layers of single select options in the custom fields. e.g. I select "Outbound Marketing" in a Custom field called Source. Once I select this a second custom field called Secondary Source gives me the choice of Email, Linkedin, Cold Call, etc. But if I select a…
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Can you report on leads from within the insights section?
Can you report on leads from within the insights section?
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Leads and its usage
Hi, I am new to Pipedrive, just migrating from salesforce. So, things are a little bit different here and there, and that's ok. BUT when it comes to leads in Pipedrive, I am lost. Maybe there is one of you who can light it up for me... In salesforce, a "LEAD" is the same as a "CONTACT" except for less information. So, a…
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unauthorized response to my question/post
Hello all, I posted a question regarding open-Api and FD integration a couple days ago and I saw that I got a reply from a person representing a company in the UK that also posted the company's website on his reply. Apart from the fact that this is marketing answer and not a community-sort of- answer this link to the…
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Allegati mail all'interno dei Deal
Buongiorno a tutti, sono Enrico, titolare di Dekal Fotoceramiche. Essendo noi fotografi, lavoriamo molto con gli ordini tramite email che allegano, appunto, fotografie. E' possibile con Pipedrive, allegare i file delle email mentre si crea il deal? Spero di essermi spiegato! Grazie mille a tutti!
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can you send the pipedrive report by email?
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PD duplicate Org search only looks at org address
We recently migrated over to PD from Insightly. We had to do the org migration twice due to issues with the various Insightly tags we established. This has created duplicate Orgs with and without addresses. PD looks for both when searching for duplicates and thus doesn't recognize that there are duplicate orgs. Its very…
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Duplicates & Custom Fields
Hi, can you help me? I'm a life Insurance agent. I have upload 8k of my contacts ( husband & wife ) in my Contact in Pipedrive? [ https://scrnli.com/5cHi18e1EtskmU ] Now I have over 12k in contacts I don't know what to do? Also, I would like the Full name Instead of the contact and not the First Name / Last Name Spilt. […
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Changing the data shown in Pipeline view
I am a Pipedrive newbie and would like to know if the data displayed for each deal in the pipeline can be changed. It looks like the default is the name of the deal and the dollar amount, but I would find it helpful to display other fields, including custom fields. Is this possible? Thanks!
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Duplicates not listed
Has anyone encountered this phenomenon before ? The merge duplicates screen does show the total number of duplicate organizations (in our case 598), however no organizations are listed, just the thumbs up image. There were organizations listed when we had about 650 duplicates, but as we worked down the list, selecting…
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import bug
Hi, I noticed quite a significant bug in your import function. When i import and update names from excel (which i regularly do) using the pipedrive system ID and also 'first name' and 'last name' as separate columns, the system still seems to mix up the names randomly. The issue occurs very often when there's more than one…
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Deal Label ideas
Hi all, How do you guys use the deal labels? I'm fairly new to the system and want to get the most from it.
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Add a device ?
I am currently using the professional platform. It can only be accessed for 3 devices. Is there a way I can have a 4th device able to access the site without going to the enterprise plan?
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Omzet cijfers van een specifieke groep klanten willen inzien, hoe doe je dat?
Goede middag, Al enige tijd gebruiker van PipeDrive. Maar nu vanuit nieuwe rol opzoek naar nog meer data. Vraagstuk: ik wil van een groep klanten hun omzet zien. Waar kan ik dit in PipeDrive vinden. Vervolg stap is dat ik de omzetten van 2020 met 2021 wil vergelijk en zo groei-krimp wil laten zien. Deze groep klanten…
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Lead nurturing and sales funnel
Hi All, I have a few questions on lead nurturing / sales funnels. * How do you categorize your leads in Pipedrive? * Since there is no 'delayed (scheduled emails) in Pipedrive, how do you manage this bit? * I got to know about this : https://www.pipedrive.com/en/blog/sales-funnel , however we need to have more details on…