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How to track outgoing calls (from iPhone) in my dashboard?
Hi all, I am trying to find a way to track all outgoing calls. We use our iphone Apps to make the calls, but I cant find an option to create a report with all my outgoing calls, maybe the call time or anything else. As frist step, a report about outgoing calls would be nice. Anyone solved this?
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Integrate Pipedrive with Wordpress websites
Many of my clients have websites build using Wordpress so there are email capture forms on their websites. Is there a way to integrate data between Pipedrive and Wordpress? For example, when customers complete email submission on Wordpress, then create new contact in Pipedrive. Or when customers make purchase, then update…
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Pipedrive to PowerBI
Hello Pipedrive Community Does anyone know if there is a way to connect Pipedrive to PowerBI? I need data within my opportunities to flow into our dashboard in PowerBI. From my research, it doesn't look like there is a direct API but has anyone found a workaround for this? Thanks! Alex
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Is it possible to send information via E-Mail directly to the organization?
Hello, in our company only the sales team uses Pipedrive. We conduct annual meetings through our accountants with our customers. The accountants should document the annual meeting and provide us with information. Since there is only one universal Pipedrive mail address, an email cannot be sent or assigned directly to the…
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Kanban table for Leads inbox
Hi, I have a few suggestions regarding Leads Inbox: * To have a possibility to create a pipeline (such as Kanban table we have in Deals) in Leads inbox. There is a certain road for the salesman to pass until the leads converts into deal. Therefore, is it super helpful to have a certain leads process in Leads Inbox…
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Assign Follower based on Custom Field
Hi, We have leaders that are on deal teams, but not the deal owner, and need to be kept in the loop as deals move through pipeline. The idea is to extend the "automatic assignment" functionality to following deals. UPDATE deals SET follower_id 6798 WHERE deal_custom_field = "X"
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Ticket Management with Pipedrive
In your press release after the Vista invetsment you mentioned that your goal is to "provide our users with powerful tools that cover the whole customer journey". That would imply that you start serving customer success and support teams as well. Are there any timelines on when you extend your product to include a support…
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Problem with Webform website integration
We're having a problem with webforms getting cut off when trying to embed them in a page on our website. No matter where I place it on the website, longer forms seem to get cut off. Just wondering if anyone has a solution to this issue?
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Pipeline Assign based on Custom Field Automation
I've created a custom field like radio button or say single select option, and created and integrated a webform. Now I want, If user select any one of the option. based on that option the deal get created on the pipeline. Like I have four option => Marketing, Sales, IT, SEO Now If user select the sales then the deal get…
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Improved lead scoring for Pipedrive
We at Outfunnel have recently mightily improved our Lead Scoring feature to include both marketing engagements (email clicks, visits to specific pages, etc.) and data from Pipedrive. Namely: You can increase scores when a key (sales) Activity has been completed, such as attending a demo call, registering for a webinar,…
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Convert ADF format email into lead?
Hello Everyone, I am trying to figure out how to automatically take leads that are emailed to me and generate individual leads to follow up and process through. Currently, they are emailed to me in ADF format and need to be filled into Pipedrive manually. The only other option I see is to have it copied and pasted into a…
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It would be nice to be able to use custom fields in automation triggers
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
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Campaigns' visibility in the Deals?
How come the Campaigns fields (sent / opened etc...) can only be seen on the Person's page and not on the linked deal? We have to open the person's page to see if we've had successful interaction, that's taking an noticeable amount of time. Why not displaying the campaigns the same way you display emails on Deals?
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Make a trigger on Document signed
Having more trigger and action options in the Automation would be amazing. I want to have a trigger option for when a document is signed and from there I can setup actions to send an email to the accounting as well as another one to an SDR, then create an asana task for another person and so on, to basically automate ~4…
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Contact lists from outlook into Pipedrive
Hello, new here.. I have a group of contacts that I want to email 50-100 times a day from 50-100 different new deals from the DEAL PAGE. It is the same group of people, or groups of people and on occasion I will want do remove an email within the list, so as to not send to that person. SCENARIO I have 13 contacts that I…
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Automations not functioning as I'd expect
I created an automation that is set up how I understood automations to be. Essentially the configuration goes: 1: Deal Updated 2: Deal Stage has changed to (stage name) 3: Send Email 4: Create Activity (Call) 5: Instant Condition (Activity status is Done: Activity 4). 6: Delay for 1 day (skip weekends) 7: Create Activity…
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I want to setup a welcome email based on a custom field
Hi, I want to setup an Auto Responder which should be triggered automatically for those new leads which has a certain word in their custom fields. Is this possible? and how? Thank you
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New to PD - need help with Contacts back to Leads
I have a bunch of contacts in PD but many are very cold and could do with re-qualifying, or starting again. Some are probably dead. What is the best practice to move the Contacts back into Leads? Or is there a better option? If I manually add them as a lead I get a duplicate record! Thanks, A
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How are you tracking the "Lost Reason" for your canceled subscriptions?
All of our services are a monthly cost rather than a one time product. Therefore it makes more sense for us to structure our deals as "Subscriptions". Our contracts auto-renew until canceled so "Unlimited Payments" makes the most sense. But once the deal is "Won" it doesn't always last forever. Some of our clients do…
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How do you segment and create a call list by time zone
Hi, I would like to pull a list of my prospects by time zone to make sure I call at the most appropriate time. How can I add time zone to prospect information.
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contracts
Is there a contract solution that allows the client to input their business information directly into the contract, without the need for manual mapping and labeling of text fields in the contract template? I am aware that we can prefill this information from organization fields and custom fields, but the sales team is…
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Sending newsletter
Hi all, I would like to send regular newsletterwith pipedrive. Is it possible with the option "Campaigns" or is it necessary to use an external tool like brevo, maichimp ... Thank in advance for our help Kind regards SAM
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Is it possible to stylise Teams Meeting Invites in Pipedrive?
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
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New filter for reports
I think you should make it possible for the reports to combine activity field and deals. I wanted to make a report which shows me how many offers did I sent (I have an activity field for this), and how much is the complete value of these deals. After contacting support I was told that there is no possible way to combine…
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Sync scheduler with multiple Google calendars
I would love to be able to replace Calendly with PD's Scheduler function. However, I need the tool to check availability across multiple Google Calendars, which it seems Scheduler can't do yet. Thanks!
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Smart docs in workflow automations
Hello, It is sad that you can't create a workflow like this: * Trigger * Smart doc is created * Email is created * Smart doc is attached to the email * Email with attachment is sent With this I could just move a deal from stage to stage and an email with an offer would be sent automatically. Super hot feature as it would…
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Has anyone been able to set up a google voice VOIP number to work with pipedrive calling function on
The only options i see so far are facetime, Skype for business and microsoft teams...all of which are overkill. I'd rather not pay for a weighty integration, when all i need is a voip number...
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How do you embed BANT/MEDDIC on Deal records?
Hi Pipedrivers. Is anyone out there using BANT or MEDDIC for sales qualification, and how are you configuring your Deal records to support the methodology? What custom fields are you using/whats your setup to codify the process in Pipedrive to support sales enablement?
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Smart Docs - eSignatures - Field for signing too small
Hi, could you adjust how the field for signature is shown on mobile devices (smart phones and tablets)? Look below (taken on iPad) - it's way too small to make a signature comfortably with Apple Pencil, almost impossible to make it by a finger.
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Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…