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Be careful on your Mailigen survey's....this happened to me and I wanted to share. Dzintra of suppor
Here is the Loom video describing the problem with my survey - https://www.loom.com/share/20edc0dbec0645f89eedd51774d7e3da
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Chatbot inplannen wanneer live chat offline is
We hebben nog drie dagen voor de Leadbooster trial, vandaar dat ik het ook even hier verwijs naar mijn vraag over de Chatbot, WordPress en roostertijden... Bericht staat hier. Rob
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What's a useful feature you would like to see in calling solutions for Pipedrive?
Hello Pipedrivers! What's a useful feature or thing you would like to accomplish with calling from Pipedrive that you feel no vendor out there does well? Sam
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姓名を日本表示にできますか？
初めての投稿となります。本日よりpipedriveを使用し、HubSpotのデータをインポートしました。 pipedriveの表示が、海外仕様で名姓表示になっていますが、これを姓名の順に日本表示することは可能でしょうか？
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Bugs with Pipedrive email sync coping with 2 factor authentication
Anyone else having issues with the above? After going to 2 factor authentication for Outlook, for security - Pipedrive no longer syncs emails for our sales team, and we are getting no resolution
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If your ever comparing pipedrive plans, the following is a great resource for video demos and I asse
See attached pdf for comparisons on a download and link for demos. https://www.pipedrive.com/en/academy/courses/full-demos
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Looking to send contact email by specific product how do I do that
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Merge delas un pipedrive
Hello pipedrive team, I need help with the next issue, how can I merge the deals in pipedrive for example when a company buy other? Awaiting for you soon answer. Kind Regards, Rodrigo Vásquez
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Calendar/Contacts Stopped Syncing
Our accounts stopped syncing our calendar and contacts with our Microsoft Exchange accounts (but syncing our emails) making Pipedrive extremely inefficient. We have not been able to get an answer from the Pipedrive engineering team for over a month. Has anybody encountered a similar problem? If we cant solve this issue…
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How does one get satellite view google maps on the Pipedrive mobile app when you use the near me fea
How does one get satellite view google maps on the Pipedrive mobile app when you use the near me feature?
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Email Automation for SaaS
Does anyone know if PipeDrive offers a way to do email drip campaigns for Closed Won customers? We are wanting our newly onboarded clients to receive automated emails to keep them engaged with our software. Thanks!
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setting up FY2021 reports in the awesome Insights area.
I have a report to show expected deal wins, measure by deal value, view by quarter and I have some segment by options but most are not helpful. What I would like to segment by a field I have already established in the Deal Details section but cannot do so. Any thoughts ?
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Propose Times function
Hello Community, a quick question. Is the propose times function, where you can set your own availability no longer available? Thx for your help in advance. Oh and by the way im on the advanced plan. Cheers
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New Lead in Leads Inbox
When a new lead arrives in the leads inbox from a web form it appears to be highlighted as new with bold text and a dot next to it if I remember correctly. Does it hold that new look for each pipedrive user until they view it or when one person views it does it not appear as new anymore for everyone?
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Pipeline Stages
We currently use 3 stages: Opportunity, Proposal, Presented. We also utilize a pipeline dedicated to our estimator and admin support with two stages where the salespeople pass deals to and then they are passed back to the sales pipeline once work is completed. The estimating pipeline has two stages: Data Verification,…
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Syncing certain Emails
Hey Guys - Is there a way to have incoming emails from a specific email domain forwarded to Pipedrive?
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Widgets / Graphs in Professional pack?
Will there be any more options for us in terms of Widget/Graphs? Are there any improvements from Advanced to Professional on this matter? I appreciate your quick reply on these as we need to make some decisions for our business next year. @PipeDrive Administrator @Pipedrive Integration User @Support Pipedrive (Belarus)
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Encrypted password field
Referral Program (in-house) @Pipedrive Admin @Pipedrive Integration User @Emma Markey We will develop our own RP, however the main database would be Pipedrive. Our questions on this : a. If we create two custom fields including user id and password (for RP), can we have the password display as an ENCRYPTED field in…
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What are the options for forcing field formats? Phone numbers for example, to force, say (XXX) XXX X
What are the options for forcing field formats? Phone numbers for example, to force, say (XXX) XXX XXXX style format.
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Hi! I want to track the time I use with my computer (the exact time I open and close the device)? Do
Hi! I want to track the time I use with my computer (the exact time I open and close the device)? Does pipedrive help me on this with a plugin or widget? If this impossible, can I track the time my team spend on Pipedrive? Could not find it there. Thanks in advance.
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Unlink an email
I am new to Pipedrive and in the process and in the process of linking synced emails. I get emails from the same email address that is specific to a contact, but is not from that contact. I selected a specific email to link to a contact, but it linked all of the emails from that address to the client. Is there a way to…
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Custom field needed to capture new organization name for a landing page
I have a developer that tells me I need to create a new custom field just to capture a new organization name when using a form on a landing page. It doesn’t make sense to me...Why can’t this information be saved in the existing field? and if it can’t I will get 2 fields for organizations....
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What is the status of OneDrive Integration?
Looking forward to being able to grab attachments on the fly using OneDrive
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How does your pipeline look like?
Hi Real Estate experts! With the recent release of the new leads inbox it could be a great time to review your main pipelines. Here's one below that one of our new customers has set up. Although every company process can be unique, what feedback do you have for her, how does yours look like and why have you set it up that…
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Building target lists 'Leads Inbox'
I am finding myself adding leads to the leads inbox from contact records in our piepdrive database for people I want to make sure are front and center for me to contact. Prime targets so to speak. * Is anyone else using this the same way? * does anyone else use a different solution that works well for them?
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System Fields (Activities Done)
Hi, On my contacts > organisation screen I would love to see how many activities have been done so far. I see there is a system field (and API key for this). How do I transfer this into my main data fields tab so I can see this on my main screen? Great product. Thanks, Lloyd
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PD Texting Capability?
Are there any plans to integrate texting internally into PD so that users don't have to use an outside vendor? There are a few vendors that provides this functionality but it generally is done outside of PipeDrive. What I am thinking of is something similar to how such a system works in FollowUPBoss CRM. That would be…
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How do I delete all imports to start fresh?
How do I delete all imports to start fresh?
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How to try
Chum Robyn added thin grey red from Greece CR
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Outlook contacts import
When I put my outlook email in import page, then ask me my password but my mail I think is not Microsoft exchange so it will be impossible to import data.