Hi, We are using the web forms to get leads from our website into pipedrive. We want to add a tracking script to get 3rd party tracking on the web forms so we are able to track the source/medium etc of the leads coming in. How do we do this and if not is there a workaround somehow?
Our sales process involves use of an Excel spreadsheet for crunching numbers and exploring various scenarios for prospective clients. (We're an 🤓 accounting firm.) We want the ability to import into a pre-existing Deal a list of values from the spreadsheet. Otherwise we'll need to do manual data entry from the spreadsheet…
I want to connect my contacts to the lead source that gave me their name. Is there a way to designate a field to select an existing contact as the lead source for a new contact I have received? I want to be able to see who has helped me most expand my network.
Hi all! Is there a work around to keep emails in pipedrive even after they are deleted in outlook to ensure activities and historical info remains in pipedrive? I was chatting with customer service and they said that there was no way to do it, and I find that hard to believe. Most people delete emails versus foldering and…
Am I the only one who can't get Pipeline's Chat with us feature to work? That's a bad sign when I first sign up for this service, and their chat help doesn't even work. What the heck?
How can I avoid the email confirmation for 2 factor authentication? I work with several Pipedrive email accounts, for me, for my colleges if I want to make some changes I setup, clients, our support account, Etc. So I work with Safari and Chrome and sometimeS I need to open incognito windows to have 3 or 4 accounts at the…
The emails that I link to a Deal in Pipedrive, and CC in staff members in the email reply, don't appear as linked emails for other members of my team using Pipedrive in their inbox. Pipedrive requires them to manually connect that email thread to the same ticket (Even though I have already done it with my account) for that…
Hi team, This one is doing my head in. I work in an industry with about 15,000 individuals working mostly in small single person firms, there is a lot of movement between new and existing small organizations. Using spreadsheet importing doesn't work very well at all as when importing/updating the data changes in the…
We have just bought pipedrive and are in the process of embedding it. We use outlook and each user has multiple calendars within their single account one of which is for personal use. I only want to sync one of my calendars with pipedrive but it is taking them all including my personal diary. I can see in google you can…
Hello, Is there any way to create dependent custom fields?
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