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tl;dv Integration - How to troubleshoot?
Are there others successfully using tl;dv integration? Did it "just work"? As I can't see what's happening behind the scenes, I'm not sure if it's a tl;dv issue, or PipeDrive issue. My setup says it's correct, and I've verified i've got a contact with the same email, but don't see tl;dv notes being generated. Thanks!
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How can I integrate a web program with pipedrive.
I want to integrate pipedrive to another logistics web application. This is so that I can generate the shipping guides and automate the process.
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Pictures in Leads
It´d be great to include in to the Leads new the possibility of including pictures. In some cases, when you use the Phone App, you find places o advertising, references, etc, that are important to crear a Lead.
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My leads don't have marketing consent even though they are opting in
Hi There, My incoming leads (from web forms) are not coming in as having 'marketing consent' even though they are checking the 'opt-in' check box in the form. How can I fix?
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The best way to complete documents from a client
Hey Sometimes I need to sent task to my user. I need them to send me documents according to my instructions. for example some of them have to sent me an ID and other driving licence. I have to nag and engage them again and again. Do you have an idea how to manage the document completion process in PipeDrive? maybe to sent…
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How to sync Project Templates?
When we first started using Projects, we set up a basic template to get a feel of the system. But in the past 2 months we have added to it and now the projects that were created earlier are not up to date. We most probably have 40 that need updating. Does anyone know if there is some way that we can sync the changes to the…
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Custom Field Question
When adding a custom field, I am using the multiple options as a choice, when one of those options are chosen how do I require another custom field to be required?
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Connect CF7/wordpress and Pipedrive
Hello everyone, I would like to integrate Contact Form 7 on wordpress to my Pipedrive to collect my leads from the forms I have on my website. I am already using Zapier but don't see any potential integration between the 2. Could you please recommend the best way to integrate CF7 and Pipedrive? Thank you in advance,…
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Pronouns and pronunciations
This might be something PipeDrive would like to consider? On people, I sometimes have problems on how to pronounce a person's name as well as gender of gender neutral or names from other cultures. Might be something that is a field you add (unless it is already there and I have not yet found it). One can assume that Deonna…
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Using Zapier to send Slack DMs to Activity Owner?
I’ve tried Zapier to send a Slack DM to an Activity Owner. The To: box wants me to select either a specific Slack user OR a field from Pipedrive. I would love to choose Pipedrive:“Activity Owner Name” and have that match to the Slack user associated with that owner name. Does any one know if that is possible?
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Sequence Automation for Sales Flow
Hi All, I have just set up the Sales Pipeline for my sales team, and they are really getting the hang of it. Therefore, I've decided to introduce them to automations to create sequences. The way I've done it is by adding an "Enroll in Sequence" field, where they can create a new option in the data fields and then trigger…
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I have technical issues how to solve, there is no support available
Hello everyone, I have tried everything to contact support but I cannot get in touch with them, im stuck I have professional plan: issue 1: once I go to contact and choose a contact and then click on email I literally have no results in my screen, the button is empty! Issue 2: I have send 5 smartdocs with signature only…
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New Leads notification in mobile app???
I am a new user and I would like to know how I can be notified by the mobile app when a new Lead is assigned to me. Searching the community I saw that until a while ago they had not yet launched this functionality. I would like to know if there has been any update or if they are at least working on it, as I consider it…
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Campaigns - Default tracking of all E-Mail Campaigns
We are using the E-Mail campaign tool Currently, the toggles for tracking engagement are always off We generally want to track all e-mail campaigns, as a result, we always have to turn on ("Track opening emails", "Track clicking links in emails") --> Feature request: In settings, enable default tracking for all campaigns.
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How can I format auto fields in email sent via Workflow Automation?
Hi, I am struggling to turn my dynamic fields into bold font (while leaving the rest of the text as regular) in the body of an email sent via Workflow Automation. Making the field's name bold does not seem to work. Please help! Arthur
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Why limit to 3 active sessions on different devices?
I have a computer at work, one at home, an iphone, and an ipad. Your software only allows three active sessions. I have to logoff my other accounts all the time when I'm switching systems. This is a bad architectural decision and needs to be changed. I do not understand why you'd limit active sessions to three.
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Alternatives to Deals Won or Lost
I'd like some additional options in the Deal area or at least the possibility of a Deal being classified as "Closed" (in this case not the definition usually applied to a deal closed and won). I know I can delete a deal, however I also want to indicate where deals have cease or "died on the vine" as they say ie a deal can…
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Ocultar a barra lateral de insights
Gostaria de saber se é possível ocultar essa a barra lateral da pagina de Insights. Não se faz necessário ficar essa barra lateral aberta o tempo tempo, nas outras paginas essa opção já existe, como por exemplo, na pagina de organização.
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New to Pipedrive, Questions in body
Hi! We have been on gohighlevel for a year and customized it with numerous webhooks, integrations, and automations but it just isn't working for our growth. Does anyone know someone who can migrate us completely, we can do ourselves but do not have the time. Phone/SMS apps - we have installed justcall, but looking at…
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Split the phone number fields
Hi there, Although Pipedrive is very easy to use, there is one thing I don't like: different phone numbers (work, mobile, home, etc.) are stored in 1 field, having following disadvantages: list view and export : alle phone numbers are stored in 1 field / column sync with other tools : info is los I have created a separate…
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Trigger Deal Created - Triggered by Import
Hi there, did pipedrive made changes by the Trigger recently? We had a lot of customers with a trigger by creating a deal. Like: Create a activity when a deal is created in a specific stage. A few customers are importing there data from other tools and in this case the automations are not be triggered anymore. They need to…
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Automation for new users
Dear Pipedrive Team, I'm writing to suggest a valuable improvement to your automation features: the ability for users to send personalized welcome emails to new Pipedrive users. Currently, Pipedrive automations lack the flexibility to trigger emails based on user creation. This limits the ability to automate a crucial part…
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Customize Timeline for next activity on leads activity
That you would be able to customize these automatic follow up options to whatever your time preference works best for you to reach out to leads - like as an example next month, next quarter or in 6 months.... Please see attached screenshot.
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Pipedrive best practices for Nonprofits?
Hello Pipedrivers, I am a freshly-hired Campaign Manager for a Nonprofit in Clackamas County, Oregon. I am familiarizing myself with Pipedrive in my onboarding process and trying to utilize it to its fullest capacities as our organization will likely be in an active capital campaign sometime in the next six months. We have…
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Conference Room reservation
Hey Did you know any solution to show conference room calendar in Lead, to check avaibility and make a reservation? Maybe product as a calendar avaible ;/ We are working on google workspace
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Ability to create custom objects / items and attach on them custom fields.
Hi there :) I own a small web agency where we manage 50+ websites on a regular basis, including some on the behalf of other agencies. I would love to create a custom "website" type and attach custom fields to it (last time updated, contacts associated, notes, activities, etc...). I want to be able to link deals to those…
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Phone Integration with Vodafone?
Can we link our phone system 'One NZ' AKA 'Vodafone' with Pipedrive? So we can track all inbound calls that our customer service team gets. Any ideas here? Thanks,
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Matching Labels of Person and Organization
I have tried to create an automated workflow for when an organization label is changed, the persons linked to that organization are changed to the same custom label. At this time, PipeDrive states it cannot be done. For example, I have created custom options for the organization label for "client, former client, employee,…
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What automations are what?
I am making progress setting up a few automations. I'm trying to understand which deal (in my case) a running automation is for, and/or what automations fired for a deal? Is there an easy way to see active / history of automations for a deal? (I see I can go into the running automation or history and by clicking the right…
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How can my business assistant could use my Link's for appointment without going on my account
Right now, when she uses her account and sets up an appointment, the links are hers (Zoom/Team/Google). If we connect my meeting accounts, I can't connect them to mine, and it won't be practical for her to set up her meeting. This wastes our time, and CRM should be able to save us time! 😃 @Andreia Costa Thanks for helping…