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Current customers, sending forms to collect further information.
We survey our customers bi-monthly while they participate in a year-long program. We currently use Google Forms but would like to see if there is an option to collect this info within Pipedrive and then auto-save into Google drive. The Pipedrive service recommendation was web forms, but now that we are trialling it, it is…
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Bulk add activities to deals
When I create a list of deals, I'd like to select all those deals and add activities to them in bulk. This prevents the need to click each one, one at a time, in order to create and schedule activities and assign them. HubSpot has this functionality, and also provides a way to "power dial" through each activity view.…
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New Filter Search Criteria Option: Total Unique Campaign Opens/Clicks
There already exists the option for "total campaign clicks/opens" in the filter search criteria, however there is not one for "unique opens/clicks". These unique clicks/opens are already tracked in the campaign-specific data, so could it also be added to filters? 🙏
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Filter Logic Limitations
Hey all - seen some posts about this in past and am wondering if there are any plans to update the filter logic? Currently, you are limited by not being able to group together multiple "OR" criteria with an "AND" ex. --> (A & B) or (B & C) The only option you have for this is to create 2 separate filters to get this output…
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Filter enhancements.
The current filter is too limited. Could you please create additional combinations, for example: ((company = A) AND (custom field 1 = x OR custom field 2 =y)) OR ((company = B) AND (custom field 3 = a OR custom field 4 = b) I currently have to create a few separate filters, export the data from each into xls and then…
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Entire automation workflow for Real Estate
Hello, We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive. We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into…
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Need for connecting a contactperson to multiple organizations
I would really like to see the possibility of connecting a contactperson to multiple organizations. We work with free lancers who work for multiple clients of us. We can make a custom field but when a contact works for 6 different organizations we need to create 6 custom fields. Can the Pipedrive development team create…
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Hiring - Email Marketing expert
Looking to hire or outsource our email marketing activities… Would prefer to hire a virtual/remote employee to be a member of our team... We are a real estate brokerage firm looking for someone with experience in the real estate industry and knows their way around Pipedrive and Mailigen… Can anyone recommend where i can…
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I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's
I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's / buyer's closing attorney, home inspector, termite inspector, lender, etc. with deals. I started by adding fields under "organization" in deals but then realized that maybe I should be using "participants" for this. Any…
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For a residential real estate brokerage firm, where would you organize properties?
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Commercial Real Estate Agent Assistance
I am commercial real estate agent looking to utilize this software. I mainly work in mulitfamily. Anyone have any suggestions for setting it up? Any resources people have used that they would recommend? A couple of things I would love some advice on. * Where do i store information about properties? Products seems to make…
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For a residential real estate brokerage firm, where would you organize properties?
For a residential real estate brokerage firm, where would you organize properties?
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Pipedrive Named Best Real Estate CRM Software of 2021 🏆
Pipedrive was ranked among the most proficient solutions for managing clients and tracking sales activities in the real estate market. Digital.com, a leading independent review website for small business online tools, products, and services, has named Pipedrive among the best real estate CRM software of 2021. The top…
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Real estate professionals are 26% more productive with a CRM 🏠 🚀
How do you use a CRM for real estate? According to REAL Trends, real estate professionals are 26% more productive with a Customer Relationship Management software, or CRM, for real estate. That’s because a CRM… * Provides full funnel visibility * Keeps all your property details in one place * Helps you track deals from…
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Hello, Am Angela a real estate agent professional and digital marketing expert.
Hello, Am Angela a real estate agent professional and digital marketing expert. Very new to this community and new to Pipe. Looking for how to go about customizing pipedrive to suite my real estate agency team. @realestate.
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Real Estate Add-ons for Pipedrive coming!
Hi happy Pipedrives, Dominique here from Belgium! Yes we have been a little bit under the radar but we are deeply grinding on some new 'Real Estate' add-ons as an 3th party integrator on Pipedrive. * Home valuation automation * Create e-sign documents * Create brochures from your listings on auto-pilot * Publish to…
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Pipedrive for Real Estate Investors
Are there any real estate investors on this forum who buy then rehab and either sell or rent? Would like to share ideas on how to better utilize Pipedrive for my business, apps and automation, etc.
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Real estate teams
Is anyone willing to share how they arrange their real estate teams in Pipedrive, specifically how you allow a user access to one deal and at the same time record commission % to each agent privately?
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Real estate property object
Hello, I'm trialing pipedrive to see whether it's suitable for a CRM for a commercial and industrial property sales/leasing business. Conceptually very similar to residential real estate agency. I understand the relationship between person and organisations, but how can you create the concept of a real estate asset (i.e.…
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Pipe drive for Real estate
Hi, we are a real estate company looking to use pipedrive. I was wondering how has been your experience with Pipedrive and Real estate. I am worried about the company field because we do not typically sell to companies, but we sell to individuals. Also I wanted to ask how you mange a property that has several buyers…
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It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we on
It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?
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Double Product Label in one contact. Is it possible?
Goodmorning, I'm new in Pipedrive, so sorry in advance if my question could be trivial for someone. I have a question about the functionality of labels. I was wondering if it is possible to assign more than one product label to 1 contact. Because in my case, I associate the label with a product bought by the customer. So…
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Lead Differentiation
Can a lead have different fields shown depending on the type of label I give it? This can be very handy if you use different types of leads! According to the Help Center this is not possible right now. Anyone who knows a way to work around this?
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Automation with imported items
Hello! We have created automations that worked very well at the beginning, but then they all got stuck. It turns out that this is because it doesn't work with imported leads, but for us, this is how most of our contacts are entered into Pipedrive. We would really like to get imported items to start automating again. We…
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Linking multiple deals
We operate in the construction industry. PD is set up as follows:- Different deal for each service we provide (with multiple pipelines). But these deals may be all on the same site. Be great to link these deals together. Anyone know of a work around?
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Trigger automations when importing
I swear this was a feature before. But I had not been importing contacts a bunch before. Now I am doing pretty good sized imports after events, and I need them to trigger an automation I have set up for a specific deal... and it seems imported contacts does not trigger automation??? I am dumbfounded this is even a thing I…
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Workflow automations not working for imported deals
I am setting up Pipedrive and testing everything out. I have created a number of workflow automations which are working correctly for manually added deals. However, when I import numerous deals the automations are not triggered. How can I get workflow automations to be triggered for imported deals?
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Assigning Tasks in Bulk
I have 397 People that need an activity (make a call). Is there a way to assign tasks in bulk to to these selected group of People?
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Automated reports triggered by time
I'd like to have automations that trigger counts at specific time periods. I specifically want the reports to be published on Slack Example use case: A report published on Slack of my pipeline statuses and changes at the end of the day. How many deals do I have at a Stage A in Pipeline X How many deals moved from Stage A…
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Feature request: Add person as deal participant in automation
Hi I'd love the ability to add a deal participant via an automation. Or alternatively, the option [checkbox etc] to set any new person added to a custom person field on the deal as a deal participant. Here's my use case which I imagine would apply to lots of other users: I'm a mortgage broker. Leads come into PD via a…