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Two-way calendar sync problem
Hi all! I enabled two-way sync with my Outlook and suddenly facing the problem, that all internal meetings scheduled with outlook are added to Pipedrive as activities. I find it quite annoying, because deleting an activity in pipedrive e.g. daily kick-off, automatically sends a cancellation via outlook. Do you have any…
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Sharing Deals between Users
How do you share deals across two users. So, for example, you have the followers and participants functions but that doesn't appear on user dashboards and I am actually not sure what either of those does other than act as a form of telling the people using the account. What would you recommend if you are trying to share…
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how to get the creation and close date without time stamp
I am trying to run a report to see how long (days) each deal takes to close, the goal is to see the company average and also by customers (organization). Currently the creation and close data both have time stamp when I download the data into excel even though in insight view, the creation and close date showed only the…
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Can not contact to Pipedrive's support team
I'd like to talk with Pipedrive's support team and once I clicked "Talk to us", nothing happens. Please help
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When sending e-mails from Pipedrive, do you ever run into the "We're sorry but PD can't send your em
When sending e-mails from Pipedrive, do you ever run into the "We're sorry but PD can't send your email at the moment" error message, only for Pipedrive to somehow sort itself out after 2-3 tries?
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How to activate an archived lead?
How to activate an archived lead when it becomes actual again?
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Has anyone successfully integrated Memberpress into Pipedrive ?
I try to integrate contact between Memberpress and Pipedrive but my code doesn't work actually, however I used the code given by pipedrive in its doc. My code : <?php /* Template Name: CRM Member Template */ //get_header(); $current_user_id = get_current_user_id(); $phone =…
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Merged: Can you change the font in a pipedrive email or signature template??
This discussion has been merged.
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Summation isn't working for my subscription revenue report
Greeting, I have a question on subscription revenue report. This is some example data I generated for testing recurring revenue. The April data looks OK because it has only company for subscription revenue. From May to the end of the year, I have a wrong total sum. I have three recurring revenues but the total sum is…
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Annual Subscriptions but with new deals
Hi, Our customers (see "contacts" on pipedrive) after a "deal" we have, they register to our services and pay for annual subscription, but then, they dont pay automatically every year, and sometimes, the amount changes, based on specific new needs/products. So, every year we should send a reminder for renewal of their…
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Multiple option custom field with value
We would like to add a numeric value for each of the selected items in a multiple option custom field, is there any way to do this? Usually is a large list with more than 25 items but we would like to associate a value only for example if we select two items in the list.
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Pipedrive for leads/deals AND post-sale tracking?
Are there any businesses who use Pipedrive to manage leads as well as their confirmed deals, post-purchase? We run a printing business and many customers buy from us upfront (without going through the deal process). Often our first contact with a customer is AFTER they've made a purchase from us. We plan to use Pipedrive…
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Insights for Organizations and People seems to be totally missing?
As our ISR's call and update our database, we need to track progress and get insights into the status of Organizations and People. Ability to build reports based on Organizational and People fields and statuses. Is there anyway to do this today?
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API integration between Pipedrive and Activecampaign
Hi, Please read it carefully. I am using Active Campaign and Pipedrive. I want to have an API communication between these applications. I don't want to use any 3rd Party software like ( Zapier, integromate, etc.). So, here is what I want and how the communication needs to be done between these apps. Pushing Leads and deals…
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🏆 🇦🇺 Success Story: How a grassroots charity is creating a social impact around Australia
https://pipedrive.hubs.vidyard.com/watch/A9knHnjP2Wa7DxnJk4WLMN?autoplay=1&muted=1⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. "Sober in the Country (SITC) is a grassroots charity making it ‘OK2SAYNO’ to beers in the bush and catching our mates before they fall through the cracks…
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Is Pipedrive the right tool for us?
Hi all! We're a real estate company that: * Buys property and rents it to tenants * Most of the time remodel it, for this we want to keep track of all the costs etc. * Want to keep track of total rent income, outstanding etc * Keep documents with our properties * Sent automated emails/reminders to tenants * Overview per…
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Is there a good way to attach multiple files using the mobile app?
We are in the real estate business. We take a lot of pictures at our properties (deals). Managing all the pictures after the fact is confusing at best. When attaching a picture to a deal, we are able to select only one picture at a time. Is there a workaround to this? So we can select a bunch of files at one time? And/or…
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Pipedrive shows 13.500 emails.
Any idea how to archive them (which is better then archiving them
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'Leads' is lacking
I've been using Pipedrive for a short number of days/weeks and two limitations I'm surprised to discover so far are: 1/ 'Contacts' cannot be transferred over to 'Leads'. Surely a most basic feature? Contacts become Leads every working week! 2/ 'Leads' page will not show the Organisations that each individual Lead works…
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How To Access Bellsouth Email Now?
After AT&T merged with BellSouth and the AT&T name was preserved, many email users got confused about how to use their Bellsouth account. If you also have a Bellsouth email account for your business, don’t worry you can still access it from the AT&T login page. From there you can send, receive and manage your BellSouth…
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Beta Test - Commenting on Notes
UPDATE: This feature is now enabled for all customers of Pipedrive. So we're closing the beta-test. Do leave feedback in the comments! :) Hello all! This is a follow-up to the earlier post I made about @mentioning on Notes. We are pleased to announce Commenting on Notes. Please fill the form with your registered email…
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Même offre pour plusieurs pipelines
Bonjour, Je m'explique, j'aimerais associé la même offre a 2 pipelines différents. Dans un premier temps, l'offre est créer dans mon pipeline COMMERCIAL puis dans un seconde temps j'aimerais qu'elle apparaissent dans mon pipeline CHEF DE PROJET tout en restant dans le pipeline COMMERCIAL. Le but étant au d'avoir un suivi…
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SMS
Hello, I'm just inquiring if anyone in Australia is using SMS from withing Pipedrive and if so, what provider they are using. Thank you.
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This little tip just saved me from punting Pipedrive.
If you are syncing your emails and frustrated by the noise in your inbox, then you were like me. The lack of custom filters defines frustration. Then Stacey in support showed me this feature that is probably not used enough. I took a course on gmail and was converted to a believer of inbox zero. Lots and lots of filters…
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Job Instruction
When a deal is WON, I want to create a "job instruction" sheet that I can print off and put in a physical file for the field teams to do the works. Does anyone know how I can get certain fields out of the deal and into a format that I can easily create such a thing?
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Job Instruction
We a deal is WON, I want to create a "job instruction" sheet that I can print off and put in a physical file for the field teams to do the works. Does anyone know how I can get certain fields out of the deal and into a format that I can easily create such a thing?
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Deals - On-hold
There are multiple deals on hold due to the pandemic situations. These deals affects my overall lifecycle of the Sales Process. What is the best practice to handle the deals on hold?
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About feautures
Hello. I would like to know if in Pipedrive I can find some functionalities that I need and what other similar platforms have: Notification of the opening of email messages sent from the platform Screenshot Recording video clips Preparation of Budget Proposals
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Is it possible to create a deal out of every unique email address in my gmail inbox with Pipedrive o
Thankfully it's not a huge folder atm, but it would be nice to be able to get my deals organized quickly
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파이프드라이브 가이드: 거래를 성사/실패 처리하려면 어떻게 하나요.
질문: 파이프드라이브 처음 사용하는데, 거래를 '성사' 또는 '실패' 처리하려면 어떻게 하나요. 답변: 거래를 '성사' 처리하려면 두가지 방법이 있습니다. * 파이프라인뷰에서 거래 항목을 마우스로 끌어서 화면 하단의 '성사'로 옮기기 * 거래 항목을 열어서 우측 상단의 '성사' 버튼을 클릭하기 마찬가지로 거래를 '실패' 처리하려면 두가지 방법이 있습니다. * 파이프라인뷰에서 거래 항목을 마우스로 끌어서 화면 하단의 '실패'로 옮기기 * 거래 항목을 열어서 우측 상단의 '실패' 버튼을 클릭하기 자세한 사항은 첨부한 동영상 참고하세요.