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Convert ADF format email into lead?
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…
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It would be nice to be able to use custom fields in automation triggers
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
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Campaigns' visibility in the Deals?
How come the Campaigns fields (sent / opened etc...) can only be seen on the Person's page and not on the linked deal? We have to open the person's page to see if we've had successful interaction, that's taking an noticeable amount of time. Why not displaying the campaigns the same way you display emails on Deals?
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Contact lists from outlook into Pipedrive
Hello, new here.. I have a group of contacts that I want to email 50-100 times a day from 50-100 different new deals from the DEAL PAGE. It is the same group of people, or groups of people and on occasion I will want do remove an email within the list, so as to not send to that person. SCENARIO I have 13 contacts that I…
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Automations not functioning as I'd expect
I created an automation that is set up how I understood automations to be. Essentially the configuration goes: 1: Deal Updated 2: Deal Stage has changed to (stage name) 3: Send Email 4: Create Activity (Call) 5: Instant Condition (Activity status is Done: Activity 4). 6: Delay for 1 day (skip weekends) 7: Create Activity…
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I want to setup a welcome email based on a custom field
Hi, I want to setup an Auto Responder which should be triggered automatically for those new leads which has a certain word in their custom fields. Is this possible? and how? Thank you
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New to PD - need help with Contacts back to Leads
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
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How are you tracking the "Lost Reason" for your canceled subscriptions?
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…
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How do you segment and create a call list by time zone
Hi, I would like to pull a list of my prospects by time zone to make sure I call at the most appropriate time. How can I add time zone to prospect information.
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contracts
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…
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Sending newsletter
Hi all, I would like to send regular newsletterwith pipedrive. Is it possible with the option "Campaigns" or is it necessary to use an external tool like brevo, maichimp ... Thank in advance for our help Kind regards SAM
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Is it possible to stylise Teams Meeting Invites in Pipedrive?
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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New filter for reports
I think you should make it possible for the reports to combine activity field and deals. I wanted to make a report which shows me how many offers did I sent (I have an activity field for this), and how much is the complete value of these deals. After contacting support I was told that there is no possible way to combine…
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Sync scheduler with multiple Google calendars
I would love to be able to replace Calendly with PD's Scheduler function. However, I need the tool to check availability across multiple Google Calendars, which it seems Scheduler can't do yet. Thanks!
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Has anyone been able to set up a google voice VOIP number to work with pipedrive calling function on
The only options i see so far are facetime, Skype for business and microsoft teams...all of which are overkill. I'd rather not pay for a weighty integration, when all i need is a voip number...
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How do you embed BANT/MEDDIC on Deal records?
Hi Pipedrivers. Is anyone out there using BANT or MEDDIC for sales qualification, and how are you configuring your Deal records to support the methodology? What custom fields are you using/whats your setup to codify the process in Pipedrive to support sales enablement?
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Smart Docs - eSignatures - Field for signing too small
Hi, could you adjust how the field for signature is shown on mobile devices (smart phones and tablets)? Look below (taken on iPad) - it's way too small to make a signature comfortably with Apple Pencil, almost impossible to make it by a finger.
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Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
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Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday v
Hi, can the activities weekly calendar view be changed so that the first day of the week is Monday vs. Sunday? Thx
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First activity date/time
Hello Pipedrive Team, Just wanted to reiterate my proposition to create a column "First activity date" for the deals filters. I proposed this a year ago already. All the inbound leads coming from our website are automatically and immediately integrated to Pipedrive. It creates a deal in the first stage of the Pipeline.…
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I'd like to create an automated report on a specific pipeline on a weekly basis
I'd like to receive an automated report on a specific pipeline once a week. Say for example this is what I'd like to automate once a week: -Weekly report of the actions made/progress of a specific pipeline. Please help me figure out what to do and how to automate this. Thank you!
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Chatting with a support person instead of a chatbot
The chat-bot is just another few clicks to what you really want - to chat with support. I have NEVER seen the chat-bot being able to answer my question, always I have to wait for the bot to admit it cannot help me, and then it will forward to the real support. In theory it sounds great with a bot, but what you really want…
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Partner Email Template Access
As a partner seat you get access (once applied via settings) without the need to use other users' logins. However I've noticed a slight project block where I am configuring email templates, but the project plan requires the client to sync the correct email inbox. I cannot configure account specific email templates until…
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Did contacts timeline get moved up to Professional?
I am pretty sure that the contacts timeline feature used to be part of the Advanced plan. I know I used to use it or something very similar. Did this drop from Advanced and now is only available on the higher-tiered plans?
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Connect custom field to multiple objects?
I want to create a custom field, for example "referral". I want to add this field primary to "Organization" and secondoy to contact. Is this possible? So for example, when i enter any information to this field in organization, this information (or field) should also be shown in contact without filling it again.
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Weird behaviour in webhook API
I am trying to create a webhook via API but the webhook that is created via API is not visible in UI in few cases but the API call returns success (200) Scenario 1 : Webhook API call via api_key -> In this case webhook is visible in UI Scenario 2 : Webhook API call via access_token -> In this case webhook is not visible in…
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BCC Mail not working
Hey all, I have a question/problem. Maybe you guys know how to solve it. Problem: In the past I clicked on a contact email in my Pipedrive, a new email opened an automatically put the BCC deal address in my mail. But since yesterday the BCC mail is missing. I have the essential package. Do I need the adjust settings?
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Is it possible to get data alerts from Pipedrive to email and/or Slack?
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business…
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Ability to rank values in multiple option custom field
We have a multiple option custom field on our pipedrive organizations that we use to record different software solutions that our clients use. We would like to be able to rank the values in this multiple option field i.e. the providers each of our clients use the most.
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How to get the Web Visitors to work on gatsby site?
I am trying to track the website by adding the script it mentioned on my site. I tried it locally and by hosting the site on netlify as well but nothing is showing up in the dashboard. It's been about 24 hours already but no data at all. The script is showing in <head/> . Is embedding the script enough? or do we need to do…