Have some problems, looking to learn for the community

Yan Zagatsky
Yan Zagatsky Posts: 3
edited June 2022 in Ideas and Product Feedback #1

Hi guys, we're just getting started with Pipedrive and I'm surprised with the issues we are experiencing, I'm curious to know if there are others with the same problems. (I'm talking to support too, but it's been several days with no resolution already 
1. Custom fields from the webforms make it to the Deal and Org details but they are not filled in the Important Details tab (the values are empty there) 
2. Email automations simply do not work 
3. Mobile App ignores the email that is synced with the account and sends by default from the gmail on the phone. Does anybody else have that? 

Tagged:
0
Up
0 votes

· Last Updated -

Comments

  • Avihai Tsabari
    Avihai Tsabari Posts: 4
    First Comment
    edited February 2022 #2

    Hope this helps:

    1. Custom fields can be updated under Company Settings/Data Fields. You can watch this video from @Paul Minors  here
    2. They should work, check conditions and go step by step to make sure all conditions are met/true. You can always try running it on Zapier to see if it works. That way you know who is the problem. You or the system. 
    3. Mobile app is a problem... 

    Hope this helps. 

  • Vladimir Dubakin
    Vladimir Dubakin Posts: 95
    100 Comments Pipedrive Team
    edited February 2022 #3

    Hey, Yan!

    Vladimir from Pipedrive management team is here to help.

    I tried finding the conversation with our support - but was unable to do so ( at least not recent ones) and I am sure we can go through the issues one by one and figure out a way to fix it.

    Will you be kind and reach out to us via in-app chats - you have a process  here https://support.pipedrive.com/hc/en-us/articles/115005875565-How-can-I-contact-Pipedrive-Support-

    And if you do not hear a reply again - please let me know again in here and we will find a way to communicate.

    Thank you for understanding,

    King regards,

    Vladimir

  • Yan Zagatsky
    Yan Zagatsky Posts: 3
    edited December 2020 #4
    Vladimir Dubakin said:

    Hey, Yan!

    Vladimir from Pipedrive management team is here to help.

    I tried finding the conversation with our support - but was unable to do so ( at least not recent ones) and I am sure we can go through the issues one by one and figure out a way to fix it.

    Will you be kind and reach out to us via in-app chats - you have a process  here https://support.pipedrive.com/hc/en-us/articles/115005875565-How-can-I-contact-Pipedrive-Support-

    And if you do not hear a reply again - please let me know again in here and we will find a way to communicate.

    Thank you for understanding,

    King regards,

    Vladimir

    Hi Vladimir, thanks for the prompt reaction. This is odd that you are not finding my support conversation (although consistent with my experience with some of the platform functionality, unfortunately). Anyways, I've been talking to Menna via chat since Dec 10th with the latest conversation being today. I also sent a number of screenshots as requested.

    Would be nice if I get my issues resolved and questions answered.

    Thanks

  • Yan Zagatsky
    Yan Zagatsky Posts: 3
    edited December 2020 #5
    Avihai Tsabari said:

    Hope this helps:

    1. Custom fields can be updated under Company Settings/Data Fields. You can watch this video from @Paul Minors  here
    2. They should work, check conditions and go step by step to make sure all conditions are met/true. You can always try running it on Zapier to see if it works. That way you know who is the problem. You or the system. 
    3. Mobile app is a problem... 

    Hope this helps. 

    1. From all I check I did it all right
    2. Will try again
    3. In what sense is it a problem?

    Thanks a lot!

  • Avihai Tsabari
    Avihai Tsabari Posts: 4
    First Comment
    edited December 2020 #6
    Avihai Tsabari said:

    Hope this helps:

    1. Custom fields can be updated under Company Settings/Data Fields. You can watch this video from @Paul Minors  here
    2. They should work, check conditions and go step by step to make sure all conditions are met/true. You can always try running it on Zapier to see if it works. That way you know who is the problem. You or the system. 
    3. Mobile app is a problem... 

    Hope this helps. 

    We just don't find the app all that helpful. 

  • Vladimir Dubakin
    Vladimir Dubakin Posts: 95
    100 Comments Pipedrive Team
    edited December 2020 #7

    @Yan Zagatsky 

    Thank you for the reply!

    I have found the conversation and working with the agent and engineers to get it resolved!

    I will most probably will get back to you. within the same conversation with the agent.

    Thank you for the patience again!

    Kind regards,

    Vladimir

Categories