It is great to be able to sort multiple column views with the shift key but it would be great if these could be saved as part of a filter. I track a lot of leads and would like to be able to quickly view them prioritized based on multiple fields (my priority, value, last updated etc). Can field sort be added to saved…
Hello, I imported 40 contacts into Pipedrive using an Excel document. In the Excel doc, I created a custom data field to be imported with each contact. I mapped it on the fields during import. However, when I check the individual contacts, the data field is there, but the content is not populating for each contact. Also,…
Hi everyone ! I manage campagin emails and transactional emails in Pipedrive via automation. Ex: When a user submit a form on my website to receive content, it triggers an Pipedrive automation. This automation create the lead and then send him an automated email. The email is marked as sent instantly. And then nothing.…
I would like when my automation is triggered, to incremente the no.X. So if last week it was "IMP SN Week no.12" … the automation triggered this week would be "IMP SN Week no.13" Thanks 😀
Hi! May you can help me to build a simple workflow that send to an creator of a deal an automatic mail when an OPEN Deal hasnt got a new activity for 24h? Thanks for help! 🙏 Christian
Our org has been using Pipedrive to track the sales process. We love it. However, after we mark a sold account as "WON", is that the end? Can we create a new pipeline and move the WON account into a new ACCOUNT MANAGEMENT pipeline? Please advise and thanks in advance! KEvin
Hi All, I was wondering if anyone else has an issue with 'wait for condition' in their automation with them being to short. With a max wait time as 5 working days (or 7 including weekends) i personally think this is too short. For my automations, sometimes i need longer than the max time for my automations to work. I…
Hi, We are using the Pipedrive API to gather statistics on emails synchronized with the CRM. Unfortunately as we have global customers, we discovered that emails with Chinese characters in the subject line could not be synced, which render our statistics useless. Is a short term bug fixing possible, where for examples…
Hey, I would like all deals with addresses to get added onto the google maps feature. I wish I could filter what deals would show on the map based on certain criteria. For example, in one instance only show deals with a value above x on the map and then the next time a value below x. Can this be looked into? I think the…
Hej. I listan för affärer så skulle jag vilja göra ett filter för att få ut vilka som har öppnat mina mejl respektive de som ej har öppnat mejlen jag skickat. Jag har en fas med gamla kunder som jag kontaktar och jag vill rensa/städa den då vill jag lägga dessa gamla kunder i två nya faser beroende om de öppnar mejlen…
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