Hi Previously we were using Elementor form, but as there is no native integration with pipedrive, we think about moving to another form solution What about Pipedrive leadbooster web form ? Any of you here has tried it ? what is your experience with it ? easy to customize ? easy to add custom fields, to integrate on a…
I'm a little confused. From what I can tell, you can either have ALL emails synced into pipedrive, which doesn't seem sensible considering there could be sensitive information/data that you wouldn't want ending up on a foreign system that they can access ... OR You control what emails are transferred via the use of Labels.…
Hi, we have people coming into PD from a formstack form via Zapier - The person is then sent an email from PD. I have used CRM's in the past where cookies are used to then track the website activity of the person on our website (this involves a code snipped on the site also) - is this possible in PD? I would expect to be…
Hey fellow pipedrivers, I am curious to see how others are structuring their sales/qual processes in custom fields. At present I am including; * Source * Call Objective * Ask * Solution But am interested to see what others are capturing on the deal record to help prompt a structured approach to sales process.
Does anyone know of somewhere I can download existing templates of quotes, or do I have to start from scratch? are their any freelance designers that could put one together for me?
Hi there, I am doing the free trial of your essentials package and I put in some activities for several deals to follow up with them tomorrow. But when pipedrive synced with my google calendar, it put the activities on today the 19th instead of the 20th. It didn’t do this for activities I scheduled for my fiancé and…
Within our Pipedrive account, we need to be able to track how active staff are on individual deals. Not via if they have created activities and then completed the activities.
Has anyone else been experiencing activities disappearing from their lists? I've now found two tasks that were on my activity list that are no longer there. These were linked with contacts, organizations, and deals, and these don't show up in any of those places. I get the daily "Activity Reminder" email, and I went back…
Im experiencing leads getting duplicated multiple times from several contacts. i have not moved any settings or added any leads. Please help we are calling leads with scheduled service appointments at later times.
I searched and didn't find an answer so I'm sorry if this has been covered before. I'm just getting started with Projects and see there are both "Tasks" and "Activities" in a Project. I'm familiar with Activities, but I'm getting stumped on Tasks. I can see you can: Create a Task Assign it to someone and Give it a due…
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