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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 forā¦
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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
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SUPPORT
Hi there, I am trying to open a chat for getting support and I always receive an automate message that I need to contact an external company...being honest, this is not convenience for us as it takes a long time...can you guys please help us?
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Office 365 one drive integration and file mass download
Hi, we just started to use the pipedrive. We donāt use google drive, we use business Microsoft 365. So we use office 365 one drive. Is it possible to develop your system to integrate one drive for file uploading? How can we get access to all our uploaded file to pipedrive? If we want to download all uploaded files for allā¦
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DARK MODE FEATURE AVAILABLE ON PIPEDRIVE
I don't know if the Pipedrive team has already put the Dark Mode feature on, it has been two years since this query has been raised, and I don't see any option on Pipedrive. Please add a night mode or dark mode option, it would be great especially for those who are sensitive to light."LIKE" š if you want the dark modeā¦
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Have the option the mark as done the the recurring tasks from an external calendar
Since Pipedrive doesn't offer recurring activities right now (and from what it seems it's something that has been pushed for more than 3 years - it's probably pretty complex to implement! - no judgment). It would be great to have the option to keep track and be able to mark as done the the recurring tasks from an externalā¦
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Better Email unsubscribe details
I think that the data available in Campaigns is quite poor at the moment compared to other products and other CRMs with similar functionality. When clicking on a campaign I can see how many people unsubscribed - I can click that and see a list of names, but there should be some customisable columns there so I can seeā¦
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Suggested results when linking people/companies
There is quite a few scenarios when you are linking a person or a company to an activity or otherwise where the suggested results could be much improved. For example, if I am adding an activity (say a phone call) on a company and the company has 3 people attached to it and one of them is called Mark Smith. When I startā¦
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I have admin permission setup, however I am not able to import data
I have the permissions setup, however I have no option to upload any external data, please help
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How to log calls for leads?
Lets say I had a call with a lead, how do I log it?
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Link people from different organizations to a primary source - how to?
I have a primary contact who has supplied additional contacts (potential leads). I would like to: 1) link the new contacts to the primary contact 2) be able to export this data into an Excel spreadsheet Is this possible? Thanks!!
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Tasks & Activities lists - separate from the deal cycle
I believe that have option to add lists for 'general' tasks that are not related to a deal or contact, etc would be a great thing to have. Currently, there is an option to create an activity that isn't 'tied' to anything but it's hard to keep track of these once you have several of those. Have the possibility to add thoseā¦
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Do Emails sent through automations get assigned to a deal?
Some of my automations are sending emails to contacts that have deals in the pipeline. But when I check the deal, I see no history of emails sent, even though the contact has received my email. Is this a bug?
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Aircall marked as spam. App suggestions for call recording?
Hello, I'm currently using Aircall for my call recording / tracking app. Unfortunately, our number is now being marked as 'likely spam' by most carriers. A few notes: We do not have high call volumes (only about 1000/month) Even new aircall numbers are marked as spam The aircall number is not associated with our business.ā¦
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Birthday Task Automation
it would be helpful to be able to generate tasks for a certain amount of days prior to a field date. For instance, I would like to create a task to be generated to remind me to send out a birthday card to clients 5 days prior to their birthday.
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How to get rid of non-deal related items in Emails and Activity reports?
Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way toā¦
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Emailing marketing workflow
Can we have the ability to create a marketing workflow following an emailing opening ? In other words : we send an emailing from Campaign, when a contact opened this emailing or clicked on a specific link, we can send to him a specific emailing Thanks. Amina
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How can I configure the calendar and invites for the users time zone?
I have my personal preference time zone setting for PST. But my calendar displays UTC. How can I change this to display the recipient's time zone for all calendar invites
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Custom Field issue
Hi I've set up a custom field, where the users can click "Yes" and "No". However it seems I cannot get rid of a "None" option, which for our data is not useful (as its either yes or no). Ain't it possible to remove that None option?
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Trigger Campagin
I work with Zapier and want the trigger - Campaign in Pipedrive was sent. In the campaign, there is a link to Calendly - when this is clicked, the workflow should start. However, I can't find the trigger 'Campaign was sent' in either Pipedrive automations or Zapier - can anyone help me further?
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Linking several organizations to 1 project
Hi there! My company is new on Pipedrive and we are struggling to achieve what we have in mind. I have been reading through the different discussions and it seems to me that this topic has not been tackled before; if it has, please send it! š We want to use Pipedrive to keep track of the status of the projects we sell, asā¦
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Data Clear up
Hello Pipedrive, Situation: I want to clear up test data from Pipedrive Question: Is there a way that I can clear up a Lead (and associated Organisation, and Contact), all in one go? From Pipedrive interface? Currently: I am doing it all the slow and long way, separately. Many thanks, Lee
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Leads Management
Hi, would like to manage leads at our accounts, we have 5 comercials (5 different acces) and i would li ke to share leads internally with each comercial and manage it making the follow up.
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Automation: meeting booked -> person to lead inbox
Hi Pipedrive community! Is it possible to automatically convert a contact person into a lead when a meeting is booked via the scheduler tool? Or do I need to use another tool for automation, such as Zapier?
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Automatically link a lead to an email after a lead is created
Hi! When a letter comes from a potential client, my automation (make) creates a lead. My mail is synchronized in Pipedrive and the setting "Automatically identify emails and associate them with leads, deals or projects" is enabled. The problem is that mail appears in Pipedrive before my lead is created, and the lead is notā¦
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How to trig an action if a "single selection" is empty.?
Hi, I created a single selection custom field in deal. I want to create an automation if this single seletion field is not selected. In the current situation I created an action as *if this field is empty* but this condition is not working. Any help ?
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More Fields for Email Templates
Hello, I'm working on an email template, and I would like to add not only the Product name but also the variation and the quantity of the product into the template. I don't see the "variation" field to enter into the template. I feel pipedrive products is really underserved. Typical email: I could do this task ( likeā¦
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Document/Form Pipedrive Integration
Hello, I have had a couple of meetings with third-party apps for client forms and document management. I'm having an issue finding the right one. I aim to send the client a link with a form for them to fill out. It is also possible for them to upload documents. I want the information to link to Pipedrive and fill it in aā¦
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Custom Currency
I have added a custom currency to a client's account, but the custom is pound sterling with extra decimal points as I cannot edit the default one. But the Ā£ symbol is now placed after the monetary value, so it looks like this 100Ā£ - please can this be changed so that all currency symbols can be assigned either side