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Ability to filter by weighted value on list
For now it's not possible to rank your activities by weighted value. It's possible to rank by value but not weighted value, sadly. Does someone have another method ?
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Map does not show all filtered deals
When filtering Deals to then show them on the integrated Google Maps, they will not all show up, only the ones "loaded" by scrolling down. For instance, I filtered 400+ Deals and clicked "display on map", but it only showed the first 90 or 100. Only when manually scrolling all the way down to load the rest of the deals, it…
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Hello. When I edit anything in a People profile, my entire list of People disappears. I have to lo
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Automation of Reports
Is there a way to automatically trigger daily reports? For example: Sales Managers get the teams daily performance report in their mail box everyday morning.
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Extracting Activity Analytics from System
Hello, I am setting up the system to run a primarily field based sales team. I am looking to be able to extract activity analytics from the system including number of people spoken to (i.e. a count of those within meetings, not just the number of meetings) and a simple way of downloading the notes from meetings so that I…
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Automate lead/deal registration
Hi, Can I automate the lead registration/ deal reg for my business? My 4 sources via which I get leads are WhatsApp, phone, email, FB messenger
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We shoud have more space here to write notes during a meeting 🙌 do you agree ?
We shoud have more space here to write notes during a meeting 🙌 do you agree ?
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Data integration tool
Hello Pipedrive community! I am looking for the best Data Integration tool . Do you have any advice on which are the best to use with Pipedrive? Thanks so much!
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New to Pipedrive and the community.... basic Q; can you add a company tab to your "Leads"? Seems you
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Reports have all suddenly stopped working
Yesterday I created a bunch of reports/graphs - this morning they have all gone blank. I tried to created a vanilla new report, again it is showing no data. I have looked at users activity to see if someone changed something but no-one has. I cannot think why these are not working and wonder if anyone has had this…
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Help - Bulk data movement
Hi, I have imported data and it's sat in the contacts tab down the side of my screen, but I want to bulk move it into a pipeline for one of the sales team. What is the quickest and most effective way to do this please?
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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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Forms from Pipedrive
Hi everyone, I would like to know if there is a way from Pipedrive, to define the web-forms (from the Lead inbox) on a sticky pop-up on the bottom right of the screen ? I don't think so, because I couldn't see it on the integration process but I needed to ask to be sure. Thanks, Pierre-Antoine
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Set up PipeDrive forms on a Wordpress site
Hello, I would like to use Pipedrive forms in Wordpress (website).Has anyone already done this and have any feedback on it? Is it possible to customize the form? And if so, to what extent?
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Sales Automation System
Hey, Any recommendation for a sales automation tool that is integrated with Pipedrive? We are currently using Hubspot sequences which is a great tool but a bit pricy and not connected to Pipedrive. Thanks,
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Reports for products - is it possible?
Hey there, we just startet to work with the product function in Pipedrive. We added categories for our different products. One category for each department. Now we want to see how many products in the different departments were used. But I can't figure out how. In the insight section there are only three types for entities…
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Mailigen for cold email outreach drip campaigns
I'm evaluating alternatives to reply.io that integrate with Pipedrive. My question is whether Mailigen can operate in the same capacity as reply.io - uploading my email contacts, sending text-based emails (which look like they are being sent from my personal email address) via a drip campaign. The sense I get is Mailigen…
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Import: Deal-Product Association?
Hi everyone. I am looking for a way to associate (finished) deals with (closed) products when importing contact/deal-data. If I add a Product Code or Product Name to each line, the import will just create duplicate product items, but not associate a deal with it. Any suggestions?
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bulk-change
Can i undo a bulk- change?
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Attachments not attaching...
Anyone else having issues with attachments? I've sent numerous emails where I thought the attachment was secured to the email only to have the responding email say there was nothing attached? Getting really tired of all these bugs with email.
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Problem with email synchronization
Hello everyone, I have already written to support, but they can't really help me, or maybe they don't take my problem seriously. My emails synchronize only very sporadically with our Exchange server. Again and again the connection breaks and I have to re-enter all connection data. This is very annoying and reduces the…
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Export specific emails
Dear all, I'm a newcomer to Pipedrive but a long time user of Campaign Monitor. I've browsed the community and already set up PieSync. I use Pipedrive to keep track of my current customers but leads as well. I can't figure out how to export only my current client email addresses. Can anyone help me for a easy way to manage…
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Automatic Smart Data Search
Is there a way in Pipedrive that Smart Data Search is automatically run through all the contacts & organization instead of running through it contact by contact / org by org? Obrigada! ;-)
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The latest on project management
Hi Pipedrivers, Just wanted to give you a small update here as you haven't hear from me for a few weeks. In the past weeks we've had interviews with about 50 different people (some of you as well) and have worked on some solution concepts based on their feedback. In ~2 weeks we'll pitch our findings and strategy to our…
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Manage current customers
Dear all, I have been searching the knowledge base for how to best manage current customers. My main use for Pipedrive will be managing current client relationship rather than drive new sales. Can anyone assist me in finding the best way or share experience on how to utilize Pipedrive to best manage current clients. Do you…
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Event management solution
Hi, we are looking for a simple and elegant solution to invite prospects or customers to events and manage registrations. Typically, we would select contacts in Pipedrive and use its mailing feature to send out invitations. Next, users should be able to register and we should be able to manage registrations and associate…
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Hello, all my deals activities are contaminated by some modications on images since this today ? do
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SaaS Businesses
Hey! Thank you for inviting me. Are there any other SaaS business using PipeDrive?
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Clean-up and classify our existing Pipedrive data/leads
Frequency is looking for short-term contractor to clean-up and classify our existing data/leads in Pipedrive and assist with automating the ingestion of our inbound leads. Please email me at james@frequency.com if this is something that you can help us with.
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Pipedrivers, what do you do with deals after they are completely finalized? What are the best practi
Pipedrivers, what do you do with deals after they are completely finalized? What are the best practices? Do you move them to a separate Pipeline or just a different stage and let them rot there forever? Cause that looks to me like cluttering my pipeline.. Please share your opinions. It would be very helpful to hear…