Hi all, I am trying to find a way to track all outgoing calls. We use our iphone Apps to make the calls, but I cant find an option to create a report with all my outgoing calls, maybe the call time or anything else. As frist step, a report about outgoing calls would be nice. Anyone solved this?
Many of my clients have websites build using Wordpress so there are email capture forms on their websites. Is there a way to integrate data between Pipedrive and Wordpress? For example, when customers complete email submission on Wordpress, then create new contact in Pipedrive. Or when customers make purchase, then update…
Hello Pipedrive Community Does anyone know if there is a way to connect Pipedrive to PowerBI? I need data within my opportunities to flow into our dashboard in PowerBI. From my research, it doesn't look like there is a direct API but has anyone found a workaround for this? Thanks! Alex
Hello, in our company only the sales team uses Pipedrive. We conduct annual meetings through our accountants with our customers. The accountants should document the annual meeting and provide us with information. Since there is only one universal Pipedrive mail address, an email cannot be sent or assigned directly to the…
Hi, I have a few suggestions regarding Leads Inbox: * To have a possibility to create a pipeline (such as Kanban table we have in Deals) in Leads inbox. There is a certain road for the salesman to pass until the leads converts into deal. Therefore, is it super helpful to have a certain leads process in Leads Inbox…
Hello Everyone, I am trying to figure out how to automatically take leads that are emailed to me and generate individual leads to follow up and process through. Currently, they are emailed to me in ADF format and need to be filled into Pipedrive manually. The only other option I see is to have it copied and pasted into a…
I have a bunch of contacts in PD but many are very cold and could do with re-qualifying, or starting again. Some are probably dead. What is the best practice to move the Contacts back into Leads? Or is there a better option? If I manually add them as a lead I get a duplicate record! Thanks, A
All of our services are a monthly cost rather than a one time product. Therefore it makes more sense for us to structure our deals as "Subscriptions". Our contracts auto-renew until canceled so "Unlimited Payments" makes the most sense. But once the deal is "Won" it doesn't always last forever. Some of our clients do…
Is there a contract solution that allows the client to input their business information directly into the contract, without the need for manual mapping and labeling of text fields in the contract template? I am aware that we can prefill this information from organization fields and custom fields, but the sales team is…
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
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