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It would be really nice to be able to search for notes you have added, then download them as an acti
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How can a Pipedrive engineer delete 15K of a users emails without the users permission?
I was in the process of converting over to a new email domain, and an engineer decided wiping out 15K of my emails without my permission was the right action to take, when all I wanted was to turn on the new account with sync starting now and not going back so it would preserve all of my old emails in pipedrive.
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Anyone using Outlook add-on "Send Personally"?
It allows me to put many names in the “To” field in Outlook, then in the body use a salutation like, “Hello “ then type “%USERFIRSTNAME%,” hit “Send Personally” instead of “Send” and voila, from one email I have many emails sent, each with a customized “Hello {firstname},”. Thus, each recipient gets their own email and has…
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Ist es möglich den Chatbot/Livechat auf meinen 5 verschiedenen Domains einzusetzen?
Ist es möglich den Chatbot/Livechat auf meinen 5 verschiedenen Domains einzusetzen? Oder ist der Preis und das System nur für 1 Domain geeignet. Es ist so, dass die Domains auf verschiedene Produkte ausgelegt sind und wohl zu erwarten ist, dass diese User eigentlich einer eigenen Liste zugewiesen werden sollte und auch…
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Hello! Anyone from Montreal or Quebec?
Hello! We have a been working on Pipedrive since june and already 50 jobs done with soon (depending on covid) 400 seats :) What are you guys doing with Pipedrive? C.
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Usage of document templates
I created a template. Other pipedrive user don't see the template. How can we share templates over all pipedrive users in the company?
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Filter by creator ( including disabled users )
You currently cannot select disabled users in filters .... Example I'd like to retrieve deals for which "deal creator" is "disableduser23" AND "disableduser52" AND "activeuser7" .....
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Multiple pipelines and auto converting
Hey everyone, I`m trying to resolve one headache :) Have multiple pipelines for my deals, they are based on different cities. Tried setting up workflow automation to trigger auto converting from lead to deal and made it, but there is no chance I can define what pipeline deal should belong to. How can I resolve this? Thanks!
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Can't Use Autocomplete Custom Field Type to Segment
I am trying to create a performance report for our dashboard using a custom segment, but apparently this field was created as an Autocomplete type. Not sure what that is (I didn't set this up), but it seems that you cannot segment by a custom field of this type. https://www.screencast.com/t/r1PQV5yUe Before I change the…
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Thursday Topic: Community Tips & Settings
https://pipedrive.hubs.vidyard.com/watch/XLX4F37tcwTzTpUK233FT5?Inception! This Thursday's topic is Community Tips & Settings: have the Community experience you want, tailored to your interests and your time. Did you know you can control when and where you get Community notifications? The video above will walk you through…
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Address field in New Deal screen keeps randomly disappearing
The screenshots attached were taken moments apart. On one, the address field is showing, and on the next, it isn't. This has been going on for some time. Any ideas why please? Is this a known bug?
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Email open notification in real-time.
Is there a way to get a real time notification for an email open? I am switching over from Hubspot and that was the main thing I liked about Hubspot. I was notified on mobile every time somebody opened an email that I sent them and tracked.
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Product features and testing
Hi @Bruno Domingos , Hello Bruno, I have heard that you are responsible for developing additional functionality in the PD product environment. We have been in need of more functions around products for years. We are thinking of: more insight into the products within deals, more reporting, more workflow and product fields…
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Google SSO - Thoughts?
Hello, I'm working with a group that is looking for single sign on usage and I don't have much experience. Wondering if anyone uses Google SSO for Pipedrive (or any other service)? Also, looking to understand the downfalls and what I might be missing? What is the difference between sign-in with Google verse setting up the…
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Snap Addy uninstall
I removed this as an add on in settings. Any idea why the button did not do away and how to make it go away?
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Email FROM name
I have an email template that I want to trigger when a deal is won. Everything works beautifully. Figured out that I can just manually add some static "to" emails in the template in addition to the Deal's Contact person. However, I'd like to know how Pipedrive determines the "FROM" address. It appears that it uses the…
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A Sales Engine that Drives Customer Relationships, Part 1 Customer Facing Components
https://academy.dotankdo.com/blog/a-sales-engine-that-drives-customer-relationships-part-1-customer-facing-components/ Thought I'd share my sales blog on growing the value you deliver to your customers by elevating and/or changing the relationship you have with them. Would love to hear what you think & your feedback. In…
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Track Opens by email address (Smart Open Tracking?)
When I reply to a lead email, I might CC our sales team. Sometimes they open the email and I'm sent a notification that someone opened the email but I don't know who. I don't really care to know whether or not they opened the email but would like to just know if the lead opened. Maybe we could only track the people in the…
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how can I keep the MS-Word draft format in pipedrive for my Email draft. It is always changed if I u
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K12
Are there any organizations here that are in the K12 Vertical space? I would love to see how you are working around uploading District/Schools and how you map them.
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Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline – not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:…
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Let's get started 🚀
Let's kick this channel off and build an amazing Project management solution for Pipedrive 🙏🏻 This could mean your solution is what we'll build in Pipedrive or it might work well together with other solutions you're already using. Please comment/react to this post and tell us who you are, why you decided to join this…
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Integration fakturering
Hej! Vi arbetar strategistkt med Pipedrive och älskar detta! Det enda vi önskar är bättre eller fler integrationer för Fakturerering. Vi använder Wint idag. Är det någon som gjort en integration mot betalningssystem?
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3 Separate businesses under one account. Is it possible?
I am considering switching over from CompanyHub to PD. I have 3 businesses that I would like to set up under one account. I want to keep each one totally separate from the other. They all have different customers bases and are unrelated. Is this even possible and if so, is anyone doing it now? Finally, PD told me that I…
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Email Display Name
Hello all. When i send an email from within pipedrive. When the email is received by the recipeint, the email display name is "steven.allen" instead of being "Steven Allen". Can I change that anywhere?
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Creating a Referral Rep/Company on forms
Hello Pipedrivers. Long time lurker, first time poster. In addition to direct sales, we are also receiving referrals from multiple partners who we need to track to compensate when sales are won. Right now we have separate webforms for each company with the data fields to identify the rep. But since they are data fields, we…
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Editing Contacts (Remove from organization, but save notes)
Hello, Can I get some clarity on how to edit contacts without losing their history? We have several persons that have retired / changed companies. I'd like to clean up the system without deleting or shifting the notes from that organization.
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What´s your setup/ mesh up for marketing automation? And which Best Practices do you have for market
Dear all, my current setup is Facebook for Ads + LinkedIn for cold calling with new, targeted contacts (starting with Sales Navigator next month) + Clickfunnels for Landing Pages + Active Campaign for Marketing Automations + Pipedrive as CRM + MS Teams for notifications of incoming leads that need to be called back. APIs…
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Realtime pop-up of New Deals since UI change
Hi, please could you help? Before the recent UI change, when our receptionist entered a new deal, it would pop up on our screens as soon as she clicked Save. Since the UI change however, this doesn't happen and we have to refresh several times before it appears. Is there any way of having the original functionality please?…
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User
I have small problem. One of our employees has left our company and he is one of our Pipedrive user. I try to deleting his user account from Pipedrive. There was an announcement that "he is the owner of xxx number of organizations and individuals". How can I easily change the owner (organizations and individuals) so that…