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Is there any solution to add a survey in the campaigns
Hi there, I would like to collect some feedback from my users in my newsletter. I send a newsletter with campaigns and i would like to know if anyone kno how to add a survey inside the email in order to collect some data as linkedin do with the post "survey" ? Thank you very much.
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Merge tags used with third party apps
I want to use merge tags to personalize surveys in Typeform. I am not using the Campaign module in Pipedrive. Can I access / use merge tags in this scenario?
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Build data pipelines, dashboards, back up your Pipedrive Data with Coupler
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me when it comes to building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data: Coupler.io. Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different SaaS…
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[CLOSED] We are making our integrations easier to use and we want to hear your feedback!
UPDATE: This session is closed; thank you all for participating! Happy Friday 🤩 We’re cooking up a new Marketplace experience and would love to show you our progress in a 30-minute call next Tuesday (March 12). If you’re interested and available on that day, please pick up a slot in the calendar here:…
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Could we be able to see email's inbox from another account ?
My assistant would like to manage my emails directly in the Inbox from her account. Imagine going through emails and being able to answer directly or at least manage them with labels or read them in the first version of this feature. This wastes our time, and CRM should be able to save us time! :) @Andreia Costa 😀
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Accumulated goals and forecast report
In our company we have budgeted the whole year for any department and we need to achieve certain income(goals) each month to have the best cashflow and to pay our bills. Therfore I would need to see if we are on track with our sales reps by creating a accucmulated goals forecast report like the one I attached. How do you…
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Track and save Chatbot URL in UNIFINISHED conversations
Currently, there is no way to determine which Chatbot (if you have several) is the source of unfinished conversation. If "track and save the chat conversion URL" would work also with unfinished conversations, that would solve this issue. This is important if you have several Chatbots and each of them relates to a different…
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Integration Pipedrive & Linked In Sales Navigator
How can I integrate Pipedrive and Linked In Sales Navigator? How does it work?
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Support
I raised an issue with Support on the 29th Feb and only received a clear insightful response on 5th March. Pipedrive Support advised there was a bug in their system causing my issue. However as of 16.21 today 6th March the problem remains unresolved.
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Turn off Notifications in Calendar Sync
We are currently using One-Way Calendar Sync. (More on why here: Calendar Sync Needs to NOT Pull in Activities from External Calendar — Pipedrive Community) Our Users have complained that while it is helpful to see their Activities in Outlook, they are being inundated with notification alerts all times of the day related…
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Am i being charged again for this service?
We recently moved over to Pipedrive and originally went for the 'Essentials' package, we have decided to upgrade due to the email sync however when I click through it says it's going to charge us the full amount again. Surely this isn't correct and it should be just charging us the difference? Can't speak to any real…
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New: Email Labels 🗂
What: you can now further plan and organize your emails by adding, editing and deleting tags from your emails in your Pipedrive email inbox When: rolling out to all companies now, with full availability planned by June 2023 You can learn about this feature in our Knowledge Base article.
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How do you put fields in multiple categories?
Sometimes fields can be a part of multiple categories. I can, as far as I know only select one category to put them in. Is there a way to put fields in multiple categories?
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Disconnect leads from column created during the migration from Salesforce
We just migrated from Salesforce to Pipedrive using the Import2 plugin. We now have 2 stage columns imported from Salesforce: Closed Lost Closed Won In the PD pipeline, they are empty as the Deals in them are Lost/Won, so they disappear from the pipeline. We would like to get rid of those 2 kanban columns that are useless…
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Using fields for Pipedrive email templates: Signature / sender first name
Dear community, I would like to configure an email template in Pipedrive where the greeting contains the sender first name (not the full name). Also, the email signature should be contained. However, under deal -> template -> "Insert field" I do not see fitting fields. I understand that it is possible to attach the user's…
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SmartDocs Improvement
I have a couple of clients who use SmartDocs and OneDrive/Sharepoint integration. The principal works for them, but getting down to the functional details, there have been some suggestions. It would be ideal if there is a templates section under documents in the account set up area (not within a deal, contact etc). The…
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Choosing "Save" on any field, clears all the unsaved data entered in all fields now
If you type in a phone number title email address we used to hit save 3 times and 3 fields would be saved now we have to hit save, then enter another field, then hit save, etc. if you hit save with data in other fields it is wiped away an annoying change in the recent code. it takes a lot longer to work now.
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Unable to reach the button to manage the email templates
Does anyone else find they are unable to scroll down and reach the Manage Templates button when they reach a certain number of templates? For example, you can see in the image below that I am unable to scroll down further using the right-hand scrollbar. I am thus unable to manage my templates unless I make the browser…
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"Required" Custom Fields insists on being Required when Deal is Won. Why?!
I've "grown up" in running my business with Pipedrive over the last 5 years, and the thought of using a different CRM is like changing where I get my coffee every day. But there are so many frustrations which seem to make no sense? What am I doing wrong here... Why is it that I can't make a Custom Field as 'Required'…
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Customer Portal
We need a customizable Customer Portal as part of Pipedrive.
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Can I use Pipedrive to provide access to downloadable files only if the person registers?
We want to provide access to product collateral (flyers, sales sheets, etc.) only if the person provides their contact information to us. Our product is a very technical, "high touch" device in a competitive market, so we want to be able to connect with interested customers and guide them through the information instead of…
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Scheduler: Double confirmation Emails Sent to Clients?
I have noticed that when someone books a meeting through Pipedrive Scheduler, they receive two emails. The first is a confirmation from Pipedrive scheduler, followed by the calendar invitation which has already been pre-accepted. This seems extremely repetitive for trying to appeal to prospective clients. Is there a way to…
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Contact Management
Ok, so I am new to Pipedrive and currently on a trial to see how it works into our workflow. I have used hubspot in the past and although pipedrive looks better, I'm not sure about the simplicity of pipedrive yet. Aside from my surprise at how impossible it is to contact anyone at Pipedrive (that bot chat is doing my head…
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SMS sending with Zapier and Twilio
I have been trying to find a decent way to send SMS messages with Pipedrive, but Im not satisfied with the pricing for the tools that allow you to send texts and the price per text I've used Twilio a lot and I love Twilio Studio. So I figured out a clever way to user Pipedrive activities, Activity Filters, Twilio and…
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Texting Integration Advice Needed
I'm struggling to find a texting integration that will do the things we need: * Need to be able to port my two phone numbers to them that we have used and marketed for years (we do not want new numbers) * Need to be able to text right out of Pipedrive to a contact; I don't want to have to go into another app to text out *…
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How to assign tasks to leads in bulk?
I want to assign tasks/activities for my sales team. I have lets say 100 leads, all of which that need to be called this week. How can I assign a "Call this lead," type of task or activity to these 100 leads without going one at a time.
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Google Voice Integration to Pipedrive?
How do I integrate Google Workspace Voice to my Pipedrive account? I'd like to use the click to call feature and have the call date/time and duration logged into Pipedrive.
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How to access live support with Pipedrive?
I'm new and have tried to chat with Pipedrive but the system doesnt work.
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Has anyone experienced issues with Contact Form 7 and Pipedrive
I have integrated the Contact Form 7 plugin with Pipedrive, configured all the relevant feeds for each form but an entry has not gone through to Pipedrive as expected. There have been successful results, but I need to ensure this is the case all the time. The support for CF7 is very limited and you can't contact them for…
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Calendar sharing
How can I limit my team alowing them to see my calendar but not making changes in my calendar? Than you