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What condition to use to stop work flow if email is undelivered, rejected, etc?
What condition should be used to stop a workflow if the first email in the sequence is rejected, undeliverable, etc.? I see the following condition is available "email has been sent"/ "Is" / "False" but, I'm not sure that will stop the flow given that the email has been sent, just not delivered. Please advise. Thanks!
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Email Subject Lines that get opened
Here are 10 Email Subject Lines that often grab attention "Exclusive Offer Inside: [Benefit or Deal]" "Don't Miss Out: Limited Time Offer!" "Your Personal Invitation: Join Us for [Event/Offer]" "Quick Question for You, [Recipient's Name]" "Just Released: New [Product/Service] for You!" "Unlock Savings Inside!" "Last…
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personalized photos in email marketing
we use another program that allows to add various personalization to our individual or marketing emails or letters by the use of "tokens". there are tokens for the obvious, name address etc but there is also a token for "photophoto1" which can be placed in a template presized box the program now knows to place the…
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Activities bulk edit - Project missing?
Hello, is it possible to bulk assign activities to a project? Because I see only the Deal field in the bulk-edit sidebar, and a project dropdown is missing. I can edit each activity one by one and there is a field Deal/Project where I can add select the project or deal but I'm missing a bulk edit feature.
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Add Bcc address to automated campaign
Hi, I've set up an automated campaign that sends an email message to a person. Now I would like to receive a copy of every email that is sent out. Is there a possibility to add a Bcc address to a campaign or email template? Or any other way to accomplish this?
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Smart Bcc stopped working on deals page
For some reason, we're no longer able to use the Smart BCC feature on our deals pages. Emails that use the Smart BCC are not showing up in Pipedrive. Whenever I go to click and manually copy the address from the deal, I get a red prohibited sign where my mouse was. Does anyone know how to fix this?
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Numerical value "0" in data field not recognized by merge tag
I'm using merge tags to pull data into an email campaign. In this case, we are pulling a number that represents an interest rate. If the value in that data field for a given deal is "0" (zero), then the merge tag won't pull that number into the email copy. It will only pull the data in if I have a value greater than zero.…
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Deleted deals appear in my reports
Hi, Looking into inconsistent data in a deal report, I realised some deleted deals are counted. The report is a histogram plot. Clicking on a bar opens the detailed deal list. One deal appears as Status = Won, but clicking on the deal page shows it has actually been deleted. There is therefore an inconsistency between the…
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Documents & document templates
The new documents feature in Deals is really great. Please make it also available in Organizations and Contacts and I am more than willing to pay for it.
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Email Tracking - Better tracking system
We need a better way to track email opens through Pipedrive. We need a good Pipedrive chrome extension like they have on Hubspot. It would make it so much easier to send trackable emails. And the Pipedrive mobile app should send notifications when the email is opened as well.
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Partner / Affiliale model – variable recurring revenue
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…
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Web Form Improvements
Web Forms is awesome! And we are rolling it out to more teams for different functions. But I have two improvements that it needs: The ability to grant someone access to edit Web Forms without having to make them an admin. Basically, how can this be added to the list of functions that can be toggled on/off in our…
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Reporting or filter view for Lost Reason Comments
Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the…
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How do i get custom fields for all organizations.
Hey folks, I'm in the process of collecting data from all organizations. My initial plan is to fetch a list of all organizations and then loop through each to retrieve their details. However, this approach involves making thousands of requests, leading to prolonged waiting times. Is there a method to obtain all…
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INTEGRATION WITH PHONE SYSTEM
Hello Guys, we are trying to integrate piepdrive with our telephony system. in fact our telephony system integrate with all CRMs for both incoming and outgoing calls via means of links provided by the CRM. usually the link from CRM is formatted as follows https://mybilling.telinta.com/crm_in.html?cli=$cli&cld=$cld - this…
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Email didn't link to a deal
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
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Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. It would be useful if the accounting…
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Missing ALT attribute in signatures image
Hi, because we have big problems with Junk-Detection on Outlook.com Accounts i did a test with mail-tester.com There is one issue that the image/logo in the e-mail signature is not having an ALT Attribute. <img width="400" height="113" style="width:400px; height:113px;" src="BlaBla..."/> Mail-Tester suggests instead of…
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Can someone help me understand why my team may not be getting their daily notifications?
I just needs some guidance as they say their notifications are on, they have checked their spam etc Thanks, Brish
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How to import contacts with marketing status
Dear all, I try to upload a batch of new contacts. This gives me the following UI view: However, this screen does not allow me to change the marketing status. So when I upload now I manually have to change the marketing status. Any feedback on how I can also import the marketing status?
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API call to get tasks Error
I try to get tasks from API: My code is in Google Apps Script, here is the error I got: Error: { "success":false, "error":"Required suites missing", "errorCode":402, "error_info":"Please check developers.pipedrive.com"} Please help me to figure out the reason. My options are: { "method": "get", "contentType":…
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How to Hide fields ?
Hello, I have seen similar questions but the answers do not solve my case. When I am in Deal/Lead I have fields for Poeple & Organization I do not want to see: ==> How to hide them ? Same applies when I am in the People or Organisation profile: How to hide them?
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Undelete activities?
Pipeline was synchronising everything, including dinner with kids, yoga...you name it. So I deleted all these activities from Pipedrive and its cancelled ALL my meetings. OMG! How do a) Undelete all my appointments (including customer meetings) and get Pipedrive to leave my calendar alone?
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Using smart contact data for better workflows and efficiency.
Smart contact data seems very disconnected!. It would be great if there is an option to use the smart contact data that we get from an email or website. a few use cases are- * Create an organization from smart data captured using a person's email address * Use this data to update standard and custom fields on person and…
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Email Treading has stop working.
Its been about a week now and email treading has stop working for pipedrive. I've try to look into reporting the bug but it seems there no way to get passed the AI chat bot and support@pipedrive .com email does not work. How do you guys communicate with PipeDrive so they can fix the issue? Is no one else recognizing that…
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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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Import a contact that is linked to an organization
Dear all, I have the following two import files. This one is an Excel the imports an organization During the import in PipeDrive, I link the field to the name, email, and tel in the organization tab. This one is an Excel that imports a person. During the import in PipeDrive, I link the field to the name, email, and tel in…
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Compatibility between Word and Pipedrive notes
I encountered a problem where I edit a text in word before I copy it into the notes in Pipedrive. These are simple bullet points and indentations. However, Pipedrive does not recognize the indentations and bullet points from Word and translated the indentations into spaces and the bullet points into symbols. You can have…
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How can I print a list with phone numbers of everybody that opened the email and clicked on the link
Once I have the information that your platform gives of who opened the email and more important who clicked on the link of what we are offering, right after that is WHEN we want to call our contact because it is HOT , they will remember what they received and good chances they will be interested so we can move on with the…
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No Ctrl-Enter???
Good evening everyone! I am so surprised that you still can't press ctrl-enter to save whatever screen you're on. Whether it's a new deal or an activity. You have to take your hands off the keyboard and go get the mouse, position it, and click. Every other software I use online accepts a ctrl-click and it saves me tons of…