Hi there, Although Pipedrive is very easy to use, there is one thing I don't like: different phone numbers (work, mobile, home, etc.) are stored in 1 field, having following disadvantages: list view and export : alle phone numbers are stored in 1 field / column sync with other tools : info is los I have created a separate…
Hello Pipedrivers, I am a freshly-hired Campaign Manager for a Nonprofit in Clackamas County, Oregon. I am familiarizing myself with Pipedrive in my onboarding process and trying to utilize it to its fullest capacities as our organization will likely be in an active capital campaign sometime in the next six months. We have…
Right now, when she uses her account and sets up an appointment, the links are hers (Zoom/Team/Google). If we connect my meeting accounts, I can't connect them to mine, and it won't be practical for her to set up her meeting. This wastes our time, and CRM should be able to save us time! 😃 @Andreia Costa Thanks for helping…
Hi, there, In our organisation we are facing a challenge: three users, all 2-way syncing their contacts with MS Outlook. Once you merge f.i. 3 contacts record synced from 3 different users, there will be just 1 contact remaining in Pipedrive connected to user #1. But.... the records are removed in Outlook contacts from…
Hi there, We are very happy with Pipedrive, but our mail and contact directory is not Google. We use Fastmail, with services based on CalDAV and CarDAV protocols. Does CalDAV and CarDAV procotol support is in the roadmap? Or do I need to continue to use external tools such as Harmonizely for scheduling meetings with my…
I have a Calendly question that asks the prospect which of our products they'd previously purchased: I then want to create a Zap that puts this into a custom field in PipeDrive that uses the Multiple Options field type. How can I do this with Zapier? When Zapier pulls in the list of products, they look like they’re just…
Hello, I have a deal that was converted from a lead 5 days ago. When I open the deal in Pipedrive, I do get to see all the emails that were exchanged when the deal was still a lead. When I ask for the deal flow through the https://api.pipedrive.com/v1/deals/22/flow API endpoint, I don't get those mailMessages. Is this a…
It appears there is no "help" available from the dropdown. I thought my account at least had chat support. Any insight is appreciated. Thank you.
Pipedrive is awesome for my business. It really fits the bill. EXCEPT it is impossible to get actual help from a human being. This is among the most difficult help experiences I have ever encountered. It's enough to make me look for a different solution and not renew. Just when I thought I found my CRM for life.…
I've got 182 organizations that I want to bulk create under qualified stage in a specific pipeline. How do I do this?
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