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Linkport technical issue
Hi guys, I've been using Linkport for a while now. It worked fine until today. I click on import contact and get the confirmation message but when I go back to Pipedrive, the person doesn't appear. Has anyone else got the same problem ? Where you able to solve it ? Thanks Mathieu
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Projects report
Hi team! I´m trying to create a Projects report but it´s not possible, and also I´ve tryed creating a organizations report that shows all related projects but it´s not possible as well. Any suggestions? The idea is to know how many projects we´ve per organization. Thanks!
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How to automatically link a deal to a project
We create projects automatically via API based on end users purchasing a product through our website. Most of these end users will have had a deal in pipedrive already. Once the deal is closed won, it goes to our after sales team. After sales team uses projects. How can we automatically link the closed won deal to the…
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Merging Duplicates in PD -> Can we choose individual fields instead of all or nothing?
When merging an organization or contact in Pipedrive the system will ask if you'd like to keep Organization A or Organization B, but what if Organization A has the correct address and Organization B has the correct phone number? I would like the option to choose which individual fields to keep and which to overwrite. I…
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Change Fields without loosing the Data
Hi, we have to change some of our fields and im worried about loosing the data and would like to avoid going through all Deals to copy/Paste the data. Is there a way to automatically transfer Data from one Field to an new one? Thanks and best regards Lars
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App Integration - Dialpad
Pipedrive should intagragrate with Dialpad app the way it does with Justcall app. https://www.dialpad.com/
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WhatsApp Campaign Manager
Hi everyone! We've finally completed our WhatsApp Campaign Manager, a tool that allows users to create personalised, rich media enabled WhatsApp messages, and send them to customers at scale either in bulk or through detailed segmentation. We have a Pipedrive integration and would love to find some beta testers. Would this…
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Integrating Instagram / Facebook Forms into Pipedrive as Leads / Deals
Hi, Is there a way to integrate Instagram Forms or Facebook Forms into Pipedrive? In marketplace I have not found a single app to do this. How have you been integrating theses forms effectively with Pipedrive?
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Trying to understand the purpose of leads vs deals
Hi all, I'm trying to understand the... purpose/point of a lead versus a deal from the context of, to me, a lead should be meant for people (and resulting communication) prior to a deal. You talk to the lead, back and forth, negotiate, etc and then you convert it to a deal. But by that point I would have only converted the…
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Filter on the calendar display on activities
Hello, I wish to see my filter in activities on the calendar display, it's working only with the list display infortunatly.
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Pipeline setup for returning customers
Hello, I am curious about how you manage returning customers in your business. I run a production company where 95% of our business comes from returning customers. Essentially, they go through a continuous cycle with us. After closing a deal, they re-enter the beginning of our customer care process. I'm interested in…
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Multiple deals within an organisation
What is the best work around if you have multiple category's and POC within 1 Organisation?
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Is there any way to make it mandatory to provide a reason when a deal moves in the pipeline?
Basically what the title says. I needed to make a way that when I move a deal into another step of the pipeline I have to provide a reason to why it happened. Can pipedrive do that?
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Active Email Account Syncs
How does the Active Email Account Sync work? We are on the Power plan and would like to know if we can allocate an account to the Marketing Department and then setup 3 active email accounts for the 3 x people in the marketing department? Would that be possible or is this not the way it should be used?
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Google Calendar automation
Is there a Google Calendar integration that recognizes a meeting being scheduled and automatically does something? (e.g., sees that a meeting was scheduled and moves the deal in the pipeline)
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How to suggest a deal repeat after winning a transaction?
Is it possible to show a popup with a repeat offer after winning a deal? If I add a custom 'repeat' field and automate it on 'won', it will increase the number of actions and add a high probability that someone might forget to set 'repeat' beforehand, thus ruining the statistics.
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How to send email replies in bulk?
Hey, I want to send email REPLIES in bulk. I'm aware about "Send group email" feature, but it seems that it can only create new email threads (and don't reply to the previous threads). Is there a common way or at least a workaround (through apps, integrations via zapier/make, custom Python code) to send replies in bulk?…
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Can We Send Emails Directly from Pipedrive Without Third-Party Providers?
Hello Pipedrive Community, I've been working with the Pipedrive API and have successfully integrated it with third-party email providers like SendGrid and Mailgun to send emails. However, I am curious if it's possible to send emails directly from Pipedrive without relying on these third-party services. My Findings So Far…
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Assign lead with round robin distribution like Calendly
Hi, I need to assign leads to sales agents with a round-robin distribution (like Calendly). For example, I have 3 sales agents (A, B and C) and I want the leads to be assigned with low priority to A and B and high priority to C.
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Open API
I'm looking to integrate Dialpad with my Pipedrive account for calling and sms features. Has anyone else used Dialpad? Secondly, does Pipedrive have an open API as that was the only requirement for integration. I'm not technically inclined so it's all new to me
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Dialpad Voip Phone Integration
Request: Integration with Dialpad phone service to sync voicemails, texts, call recordings to relevant contact records within Pipedrive.
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DialPad x PipeDrive
Is there any information available on whether Pipedrive has plans to integrate with Dialpad in the near future? Copper CRM just launched an integration with DialPad
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Send WhatsApp messages, documents, quotes etc. directly from within Pipedrive
Would You like to send WhatsApp messages, documents, quotes etc. directly from within Pipedrive?
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More Colors for Labels
I can add up to 100 labels for a deal but there are only 10 colors available. Can the color pallet be expanded?
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How to use HTML editor for Pipedrive deal email templates
Dear community, I wonder how I can use HTML in my Pipedrive emails from the deals view / using email templates. I found two related articles, but I did not find a feature to actually use HTML within the email body. Is this possible when editing a template from the deal view?…
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reports between pipeline
I would like to be able to create a report to track a deal that moves between different pipelines. To measure among deals passed through a pipeline, how many went to the next pipeline, how long a deal stays in a given pipeline...
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Managing LEADS stage advancements
Hello, Pipedrive community. The LEAD module of Pipedrive does not have a system to create "stages" (with a growing success % percentage like in the stages of a pipeline) to monitor LEADS advancement (like the stages of a Pipeline). In other words, all LEADS are considered in the same cluster without differentiation. If at…
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Bonjour, Est il possible d'extraire toutes les adresses mails des mails que j'ai envoyé
J'aimerais récupérer toutes les adresses mails pour lesquelles j'ai adressé un mail. Certaines n'ont pas toujours été crées ni enregistrées sous un contact, ni dans une affaire. Merci pour votre retour.
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Send Message / Instructions with Test Emails
Having moved from Mailchimp to Pipedrive campaigns, I am really missing the feature that allows you to send a short message or instructions with test emails. Many campaigns I create need to go to various individuals across my organisation and it is tedious to send a test email, and then a regular email saying I have sent…
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Multiple Labels for contacts and organizations.
It would be great to have multiple labes for contacts and organizations. I know that I work around is custom fields, but they are not as visual as labels. A good example for labels in organizations would be: Company A: Label 1 buy procuct "semilla", Label 2 Interested in product "tierra" No potencial IN product "zamilla"…