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custom fields in email template
How do you add custom fields in a new email template? i.e. I want to setup an automated email "thank you" to the client when they place an order and follow the steps in "deals", once the deal is WON, I want to add an automated email thank you to go out. Thanks in advance for the help.
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I have got mail email sync up and running, but still missing the "group email" icon. Any suggestion
I have got mail email sync up and running, but still missing the "group email" icon. Any suggestions?
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Anybody using Mailgen?
We send a lot of email at our company. Is anyone currently using Mailgen? If so, can we chat? We'd like to take Mailgen out for a test drive and want to get some first impressions. Thanks!
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Update suggestion
I would recommend to update this extremely useful How to set up your Pipedrive guide since some of the features have changed their setup (pipelines and stages fo example).
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Hi
how can I transform a field I add from numeric to monetary? in the settings I can not find the w
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we-connect.io & Pipedrive Zap
Trying to integrate a LinkedIn automation tool in beta on Zapier called we-connect with Pipedrive and it's not pulling the company/organisation data through when the action is to Create a Person. Whenever I test the data the Organisation is not being pulled through. I use the custom setting when setting up the action for…
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What kind of contact channel is working better for you in this COVID-19 crisis?
What kind of contact channel is working better for you in this COVID-19 crisis?
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When replying to an email from within Pipedrive, it's possible to add possible timeslots. However, w
When replying to an email from within Pipedrive, it's possible to add possible timeslots. However, when the recipient selects a timeslot, is it possible for this meeting to automatically contain a Hangout link? (We're using Gsuite). Thanks
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How are people handling deals that are cancelled by the Pandemic?
How are people handling deals that are cancelled by the Pandemic?
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My colleague accidentally erased my notes. Now it's blank. How is that possible? Is there a way to r
My colleague accidentally erased my notes. Now it's blank. How is that possible? Is there a way to restore the notes or prevent this ? Thanks, guys!!
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Pipedrive CALLS sync to my Gcalendar as Events. So when I'm in pipedrive, and I mark a call as done,
Pipedrive CALLS sync to my Gcalendar as Events. So when I'm in pipedrive, and I mark a call as done, it doesn't get crossed out in my Gcal... Because Gcal events can't be crossed out, only Gcal Tasks can. => How can Pipedrive "Call" activities sync to my Gcal as Tasks? As opposed to Events? Thanks
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Why emails show opened so many times>
I often see the email is opened a huge amount of times and don't really understand if the receiver is actually opening the email over and over? I've seen them over 100+ times and it doesn't really make sense to me. I would appreciate any insight :) Thanks in advance, Christy
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Wont let me add activity
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Does your company provide language training for international sales teams? (Pronunciation, presentat
Does your company provide language training for international sales teams? (Pronunciation, presentation coaching, general language training, cultural language training)
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What is the best way to deal with people that switched companies and you want to preserve the all in
I am currently dealing with the situation what to do with contacts in pipedrive, that are not relevant or that are working in another company right now. My key demands are: - keep the communication from the previous company (ideally in the same contact's detail page) - keep the information that the person was working in…
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Auto Complete
Hi! What about incorporating Google AutoComplete on adress fields? And, more important, would it be possible to have some co-operation with a "data-mining" company so that if I would like to add a company then it can auto-search for information. Lets say i would like to add Statoil ASA in Norway, then searching for Statoil…
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How important (if at all) is it to you that you be able to enter multiple expected payments (revenue
How important (if at all) is it to you that you be able to enter multiple expected payments (revenue) from a client, on ONE SPECIFIC deal, with each payment being at an irregular time (e.g., when delivery benchmarks are reached)?
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Seeking recommendations - DocuSign or another tool with Pipedrive.
Hi, Im looking to use DocuSign or other tool with Pipedrive. Any recommendations? Key features are simple contract approval and Pipedrive (ideally native) integration. Regards, Kent.
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Sales in 2020
Dear All, Need your valuable feedback on this topic... What are different techniques can be used in today's consumer behavior changes.
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How can i automatically have an activity address same as contact's address and "activity title" same
How can i automatically have an activity address same as contact's address and "activity title" same as "deal title"? When on calendar view, it's not possible to open the deal. In list view it is clickable yes.
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Help with deals where customer buys many products over time
Has anyone figured out how to setup a deal where a customer might buy x products per month or per quarter, over an extended period of time? It seems like revenue for a deal is all expected to happen at once, at the "win" date, but I have deals where the revenue will happen over many years. Thanks for any hints on how to do…
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How can I reach my account manager if the one I was working with left the company?
How can I reach my account manager if the one I was working with left the company?
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Time for a Rebound Kick-Off!
It’s time to start planning your Rebound Kick-off. It’s like sales kick-off, but more timely, relevant and urgently important right now. What will your Rebound Kickoff look like? What will you say, share, start, launch? How will you mobilize and motivate your team around the game plan moving forward? When will you do it?…
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Gardens don't grow in winter
Many of your best target customers aren’t buying right now. Budgets are frozen, cash is being conserved. But here’s the thing… You’re not going to grow many tomatoes in December (at least here in Seattle). But how you till the garden, condition the soil, add fertilizer – how you work the variables now will give you epic…
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VAT number verification - Customs fileld - Organisation
Would it be possible to add VAT number as Organisation identifier with possibility to verify VAT number for EU countries? Or is there some adon app? Thank you
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¿Hay alguna manera, con la App, de que sugiera el lugar donde se encuentra geolocalizada la persona
¿Hay alguna manera, con la App, de que sugiera el lugar donde se encuentra geolocalizada la persona en el momento de crear una entidad Empresa/Persona y cumplimentar el campo "Dirección/Adress"?
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After sending mail, the other party's scheduler does not open
I registered a schedule when sending an email, and even if I send it, the message on the other party's screen appears as "Sorry. There are no time slots available." How do I get the schedule out?
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Does anybody know if Pipedrive can "talk" with Navision Business?? Former known as Microsoft Dynamic
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Eu gostaria de saber se existe alguma iniciativa de gerar uma landing page no Pipedrive para que lea
Eu gostaria de saber se existe alguma iniciativa de gerar uma landing page no Pipedrive para que leads baixem um material ou conteudo nesta pagina! Vocês sabem se é possível? I would like to know if there is any initiative to generate a landing page on Pipedrive that leads to the download of material or content on this…
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Has anyone figured out an integration that employees can use to track time that flows into quickbook