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Search Klenty Tags within Pipedrive
I'm syncing Klenty with Pipedrive. Is it possible to search for Klenty tags within Pipedrive?
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Upload Organization picture/logo to find deals faster
It would be great if I could upload an Organization logo, much alike People pitcures, having the option to enable or disable them in the pipeline screen. When we have many deals in our colums, it is faster to locate them by imagem than text, once the column's ordering criteria it is not very clear. Actually, that was a…
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How can I track profits?
Is there a built in feature that enables me to track profit by entering cost?
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Migrating community account to my personal profile
Hi! I want to keep my profile as I have quite a high reputation on this forum. However, I have moved to a new company (where of course using Pipedrive). The email is tightened to my account in a previous company, where I can change it in Pipedrive. However, I cannot use it independently. I believe it would be great to have…
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How do I download web visitors data. Also Insights does not support creating trend reports on web vi
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Does anyone know/can you - put certain permissions on a stage so only certain users can move deals i
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Notifications for deal renewals
Hi all, I am trying to create an email trigger to the customer success team on the anniversary of a deal. This will act as a reminder to revisit the contracts with the client for annual inflation, any additional requirements to explore etc. Whilst, i created a workflow for the above. The emails are getting triggered when a…
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파이프드라이브 기능 업데이트: 모바일 앱 인사이트
안녕하세요. 국내 파이프드라이브 공식 파트너사 해시스냅입니다. 파이프드라이브 모바일 앱에서 Insight의 보고서 및 영업 지표를 확인하실 수 있는 Insight for Mobile 기능이 출시되었습니다. 이제, 이동하면서도 모바일 앱으로 영업 지표를 확인하고 적절한 영업 조치를 취해보세요! * 모바일 인사이트 확인 방법 * 모바일 어플리케이션 좌측 하단 '...' 클릭 후 '인사이트' 탭 클릭 * 모바일 인사이트에서는 어떤 것들을 확인할 수 있나요? * PC에서 세팅한 모든 보고서 및 대시보드를 확인하실 수 있습니다. * 보고서의 그래프를 탭하여 해당 그래프의 세부 수치를…
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Sync all contacts
Hi everybody, I have some struggles with the contacts sync feature. Pipedrive does not allow to sync all contacts in my Google Contacts. Only if I am the owner of a contact. Well we are working in a sales team of 10 people and the concept of ownership of a contact does no belong to us. The team is the owner and all of my…
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Can Pipedrive handle numerous sales pipelines distinctly?
Sales Process Questions We sell our speaker clients into paid speaking engagements, so each person is technically a product; the meeting planners who will hire them are the prospects. Each speaker/product is sold many times to different prospects. I'd like to color code/code each speaker/product distinctly and then assign…
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Nonprofits and pipedrive
Does anyone here use pipedrive for their nonprofit tracking of sales/gift proposals? We switched from Raiser's Edge to pipedrive to track all our deals, but currently flying by the seat of our pants. Looking for some best practices and advice.
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Adding Activities For Multiple Contacts at Once
is there any way to have them put in a feature where I can select multiple contacts and add an activity for all of them at once? I spend a lot of time just going back and forth between screens so I can add contacts to an activity list for a day. Seems like a quick and easy feature that could be added that would make this…
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Please make archiving emails in pipedrive automatic when the user archives an email in google
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Send an email when a new lead created
Hi. The pretty easy task turns into spending hours. I want to inform myself each time lead is created. I am using Automation Workflow, "Lead Created" trigger, and "Action - Send email using template". I have created a new Template and wanna use it. But there are two required fields that I don't need. Anyway, even though I…
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Hello! Is there a tool that can track and update contacts in my pipedrive based on their linkedin pr
In my line of work leads change roles from one company to another between 6-12 mths. I input for all leads their linkedin profile (the urls) is there a tool that can automate this? I am sure it will require some manual updates as to some specific, but what would be helpful is something that checks on weekly bases, and…
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Export calling outcomes
How can I export "calling outcomes"? I need to analyze how many non answered calls/ voicemail/wrong number etc we have. Thanks
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Leads has limited detail columns to match with the spreadsheet columns.
When importing Leads, for example via a spreadsheet, Pipedrive has limited detail columns to match with the spreadsheet columns. When importing companies, I can match street, zip code, city. When importing leads, street, zip code, city are no option to match. I also can't make a custom field to match instead!! Please allow…
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Follower in Project
It would be better to add followers in Project! (Usually do project not only just one assignee but also several people help that)
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Chatbot - Firing Analytics Events
Hi, I am currently trialing the chatbot which seems a very useful feature. I was wondering if there's a way we can record interactions /submissions with Google Analytics? I can record behaviour with hotjar, but would love to see top level channels the people came from who submitted via the bot etc Many thanks Keith
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Email Deal Contacts & Participants
I'd like to set up an email filter that will add all deal contacts/participants in certain stages of the pipeline. The problem that I'm running in to is that when I select the deal stage, only the main deal contact is available. There isn't a way to select additional deal participants. We have multiple decision makers in…
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Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
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Campagins module = Increased options of "merge tags".
For example if i want to send out an email with: "Dear (customer-name). We have now registered the deal (deal-name) as (deal-status) . We are happy to start working on your project, and has noted that (custom-field-delivery-date) is the day, where you want the package to arrive. Best regards (pipedrive-user-name)…
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Lead Inbox New Lead Notification
Is there a way to set up email notifications when a new lead appears in the inbox? this way if we dont have the inbox open we still know there is a lead to contact.
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Buchhaltungsprogramm & Pipedrive
Hi Pipedrive - Gemeinde, ich arbeite mit SevDesk. Mich würde interessieren mit welchem Buchhaltungsprogramm ihr arbeitet bzw. welches Buchhaltungsprogramm sich vernüftig ( +bezahlbar) an Pipedrive andocken lässt. Vielen Dank für Eueren Input! Viele Grüße Bernd
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Merged: Add possibility to edit other user automations in read-only mode
This discussion has been merged.
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How to document automations outside Pipedrive?
Hi Pipedrive Community! We are several admin users and we would like to share with each other the automations we did to coordonate everybody. The problem is that it is possible to list the automations done by another admin user but not edit them in a read-only mode to see what's inside (but we can suppress them!... crazy…
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Variable Monthly Goals
Hi Pipe Community, After some good comms this week with tech support, we've established that each goal insight widget allows only a single goal value. That is great for a playbook where you may be after making a set number of activities of a certain kind each month. The situation we have however is that we wish to measure…
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[CLOSED] Workflow Automations: Please help us by filling this survey for research!
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Dear Pipedrive Community, We’re currently researching Workflow Automation’s improvements in Pipedrive. This would impact the way you see and organize your automations on what could be a new Automation's Dashboard.…
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Entering Deals and Adding Products
When entering a deal and you add products, why doesn't your cursor automatically go to the line when you click on Add Products instead of you having to click on the new line? There are too many times I click on Add New Products and think it goes there and when I start typing, it thinks it's short-cut keys and knocks me out…
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Any recommendations for Pipedrive consultants/experts?
I am looking for someone to help with multiple automations and integrations. I don't have the time and want to make sure they are set up correctly for our team. Any recommendations?