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Integration with my app
Hi everyone, I want to integrate my Vue.js app to make calls with pipedrive. The best solution will be popup in every place (or only in person page) with my call application (similar to messanger app or something like that i mean popup with "contact us" live chat). It is possible in pipedrive? Maybe is exist tutorial to…
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Merging two spreadsheets within Pipedrive
How to combine an existing database in Pipedrive with new information associated with a lead, through a new spreadsheet. Hi to all Pipedrivers, I am quite new to the Pipedrive systems and subsequentially have a few questions on the functionality of data and merging/ linking data within Pipedrive of existing leads. I have…
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Uploading data sets via spreadsheets.
My problem with multiple rows of the same item categorization!!!! Hey, I hope I am able to find some helpful answers here. The problem I am running into is more in regards to visibility & functionality. * If I import a data spreadsheet, where I have multiple rows of the Phone numbers, Landline, and Cellphone numbers…
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Lead exports
Hi there, Do you know how to do an export specifically for leads? I just need to get an export with all the information pertaining to leads. Thanks
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Question: why "show on map" feature is inactive in Organizations view?
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Email hygiene in pipedrive
Hi, I have set up email synchronisation in pipedrive and I like the way it allocates emails to accounts. However, there are also a lot of dross emails that get synched and I find myself spending quite bit of time deleting emails from my pipedrive synch account. Any tip son making this a bit more efficient and elegant? for…
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What are some of the best ways to keep an SDR team motivated? Aside from quotas, metrics, and other
What are some of the best ways to keep an SDR team motivated? Aside from quotas, metrics, and other goals, what are some of the non-metric based mechanisms to keep each team member being empowered and motivated in their role?
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Test the new Detail View concept (deadline: April 8th)
We are improving our Detail View! If you are interested in testing the new concept, book a time with me: find a suitable time for you here. Open to all users in all plans. Multiple timeslots are available on Tuesday/ Wed/ Thursday of this week.
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Has anyone figured out the logic on contacts that come from web forms?
I need to find all of the contacts that downloaded a whitepaper from our site. We have a web form and PD creates a deal when an inquiry is submitted. Then for a bizarre reason, an activity is created called with a Note using Webform Submission. But when u try to create a filter on activities for webform submissions, a note…
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Suggestion: Please enable users to "bulk edit" from the "activities" tab to simultaneously "bulk edi
Suggestion: Please enable users to "bulk edit" from the "activities" tab to simultaneously "bulk edit" multiple "activities" and their corresponding deals. Currently, I type "archive" into my activity, as a reminder for me to soon move it in to an archival Pipeline we created, for dead and/or significantly delayed…
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How to track deals that are re-opened? Creating campaigns to lost deals and one of the metrics to tr
How to track deals that are re-opened? Creating campaigns to lost deals and one of the metrics to track the effectiveness is the number of deals that are re-opened (conversations resumed). Wondering how I can achieve this. Any tips?
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Documents - google.com refused to connect
I am trying out the Documents Beta, and when I go into Edit Blank Document for quotes, I receive a notice that says "accounts.google.com refused to connect" I made sure my google account permissions were set for Pipedrive and they are. Not sure whats the issue?
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Outlook Calendar Sync Issue
I am unable to sync my Outlook calendar with Pipedrive. I am able to allow PipeDrive to access my Microsoft account, and even have to approve it through 2FA, but can't get it to sync properly. Any thoughts?
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Making sales phone calls using a 3rd party phone App (e.g. phone.com, ring central, etc.) that is no
We use phone.com because the set-up is HIPAA compliant. I read the articles on all the different ways we can call out of PipeDrive and I think it would fall under "Make VOIP calls from Pipedrive" but it looks a little complicated to set-up so I didn't want to go on a "wild goose chase" if someone already knows it works (or…
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Not Integrating Email and still being effective?
I'm new and we do use Google Workspace but we use a very "high security" version of google workspace so I don't want to use PipeDrive as our full email client, e.g. I want to minimize the email being filtered into PipeDrive from Google but also be able to "capture" emails sent to and from potential clients. I understand I…
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Collecting user data from a Elementor form.
Question. How do I collect user data from a conditional form that was created using Elementor web form. Currently, the form is connected to Pipedrive via API, when the form is submitted the only data that's collected from Pipedrive is' Name, email, and phone number. keep in mind that I have other fields that do not show up…
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Pipedrive Tips I have picked up
I am going to make an ass out of u and me with the statement "I assume". I assume that most pipedrive users do not have time to learn new hacks or "cool new features" that came from a software product manager meeting. The whole dragging and dropping from one stage in a pipeline gets really old if u have a lot of volume.…
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How to export data to Excel?
Hey all-I'm trying to export a filtered list view of sales leads to Excel, but I'm not seeing anywhere that it has this function. Where is it? Is this only available to administrators?
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managing multiple Pipelines
How can I restrict a regular user to only one Pipeline vs seeing all Pipelines we have created?
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Hi Project management enthusiasts! Great news 🚀 Our executive team has approved the plans to create
Hi Project management enthusiasts! Great news 🚀 Our executive team has approved the plans to create a first/Alpha version of a project management solution inside Pipedrive. 🥳 Please vote below and tell us if you would be willing to help us with interviews and testing once our first version is live to make sure we build the…
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Getting Monsum data into Pipedrive
Hi, we want to import any documents related to bookings made in Monsum (our bookkeeping software) to Pipedrive. I'm aware that there is no integration, yet, so I'm looking for a workaround that one of you might be using right now. I've already connected the inbox that receives these messages with attachements but Pipedrive…
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I used to be able to see all of my users activity under Settings / manage users.... and not that fun
Now I have to go into EVERY opportunity to see activity of my sales team? This is extremely cumbersome and that feature should NEVER have been removed or offered as a additional price / package...
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Recurring Subscription - Invoice to Xero
Hi All. I wanted to make use of the recurring subscription and the creation of invoices from within Pipedrive. Ideally, the details of the subscription (let's say £5 each month for 12 months) is created within the Pipedrive Subscription Section and when that date comes the sales invoice is generated by Pipedrive and pushed…
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Deal specific email address does not work with all addresses
I have a strange problem. I want to use the deal specific address (dsa) in order to add some mails from an archive mailbox (not connected) to the deal history. The strange thing is that some arrive and some don't depending on the sending organization. I have several email account so I could check that sending from account…
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Product Groups/Pre-sets
Is it possible to create lists/templates where the Products pre-fill? The only way I can think of explaining it is like when you use a recipe, you know it requires certain ingredients, but those ingredients could also be used in other recipes (so you want the ability to link products to multiple templates). Instead of the…
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Lead Activity report
Hi, want to switch from Hubspot to Pipedrive. I noticed there is no Leads report, only a Lead Source Report (coming soon). We want to know if our marketing is generating enough quality and volume of leads per month. Possible?
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Custom Fields / Details
Greetings All! New Pipedrive user here. I am struggling with the fact that custom fields is a global setting that is reflected in all pipelines. Does anyone else have different business units/lines of business where you would want to track different deal information for different pipelines? Anyone have a work around for…
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Hi, how do you skip to the next deal (without having to click back on your browser then click on the
Hi, how do you skip to the next deal (without having to click back on your browser then click on the next deal)?
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Pipedrive running slow (May 2021)
For a couple of days, Pipedrive is terribly slow. Displaying deals and activities can take several minutes, which makes the tool totally unusable. We deleted cookies and cache on our browser (Chrome), used private mode, but nothing works. Do you have the same problem? Thanks.
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Recover Leads delated from Pipeline
If I delete a pipeline do I lose those leads, and is there a way to recover delated contacts?