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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…
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CALLER PROBLEMS
We want to continue using Caller. The Pipedrive team needs to do a study in this direction
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10+ formulas to add to deals
Hi, We've recently been testing the application of formulas to our deals. This would very efficient for us, as it allows us to generate an offer in a few minutes, where the values in our template are calculated automatically. However, the limit of 5 formulas turns out to be too little for us to get an effective result. As…
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Web form notification
Hi product team, the notification function is available just for the total form, what happened in case I need to notify just from an item from a drop down field? If you select from a list of depts (HR, Financial, Support, etc) the system should send the notification just to that person (user or not) associated to that…
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"Win" is the START of my sales cycle - how to track Client GROWTH
I'm in software development and, like every other software development company, we have two concurrent goals: 1) Tracking New Business - this is a classic "sales pipeline" and there are fairly ordinary metrics for it. A "normal" sales pipeline works here. But when I click "Won" the "sales process" does not end, it just…
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Email Un-Send Feature
Hi Pipedrive team! I love the email function within Pipedrive and how it connects to all my activities. There is one feature, however, that is missing that is currently available in Outlook/Gmail. The ability to "un-send" and email within a select window of time after hitting send. Both Gmail and Outlook have it set up…
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Email Automation Tracking & Management
I’ve set up a lead email automation, so that new leads added with the label ‘New Lead’ goes into a 3 email automation with delays, only receiving email 2 and 3 if they don’t reply. However, upon testing this on myself, I can see that me being sent the email didn’t track on the lead (despite selecting the track opens and…
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Product fields in email templates
This would save us a lot of time because we have 30+ products we sell where we use a very similar welcome template that would be better if we could customise it with product fields.
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attachment directly from pipedrive deal log to e-mails
i would like to have a feature where i could add attachments to an e-mail directly from pipedrive deal log. Our work flow has been built up like that, one person is making an offer and uploading a PDF into pipedrive and the second one is sending it to the client. And asking client feedback, i would also like to add a PDF…
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New: Products + images is here! 📷️
Hi 👋 I’m a PM at Pipedrive working on the Products feature, and we’ve just started to roll out the new Product Images feature. What will you get with this release? You can now add images to products in your catalogue, so you can: see the image when searching for a product to add to a deal see the image in the list of…
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Tips on Prospecting
Hi All, I'm new here and looking for some advice. I really like Pipedrive but I feel it's geared up for when a prospect becomes a lead. I've just started my business and need to use Pipedrive (or a plugin) to help me warm up Cold Prospects and track how many touch points each prospect has had. i.e. I love the Deals…
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Add the ability to measure conversion when converting a lead into a deal, and during further passage
The fact is that we (I think not only us) need to understand at what stage of the client’s passage through the funnel we lose him. To do this, it would be nice to see the conversion (in quantity and %) when clients move through different stages of the funnel from one to another. How many leads are created, how many of them…
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Add Subscribe Functionality to Campaigns
I paid for Campaigns and generally would like to have my monthly investor newsletter go out natively from Pipedrive. However, after I paid and began using Campaigns I realized that there is no way to have new people subscribe or opt-in to my Campaign list. Support informed me that it's possible if I were to create a Web…
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Gmail addon
Hello Team, So, what do we think of the Gmail addon? Cheers
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Revenue Forecasting Advice
Does anyone out there have experience using revenue forecasting reports within Pipedrive Insights? Looking to use "Payment Schedule" to report revenue but only seeing option for filter by "Expected Close Date". As a contractor, we don't get paid immediately upon signing a contract. Jobs can take months to start and only…
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Please do something about the VAT calculation of products
Hi; As already lots of customers asked, please do something about the VAT calculation. We are implementing Pipedrive CRM with PandaDoc integration. As a B2B and B2C company in the construction business, we really need VAT separate from our product price. In Belgium, sometimes 21% VAT needs to be applied, other times 6% VAT…
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Is there a way to prevent duplicated contacts coming from facebook leads?
I'm sorry if this is a stupid question but im new here. 😄 Is there a way to prevent duplicated contacts coming from facebook leads? Zapier has something called "find person" that "do the work for you". But i cant use Zapier. Thank you!
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Top Sales Community Platforms
The best online sales community platforms to use in 2024 Pipedrive Sales CRM Community– Enabling Pipedrive’s sales CRM software users to engage in discussions, receive support and share knowledge within the community platform Sales Hacker – Offers webinars, articles and forums on sales strategies and tactics. American…
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.io domains
Hello, We are having trouble registering new users in Pipedrive where the email is an ".io" domain. Is this a known problem and will it be solved?