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Controlling emails added to Pipedrive with LABELS
I'm a little confused. From what I can tell, you can either have ALL emails synced into pipedrive, which doesn't seem sensible considering there could be sensitive information/data that you wouldn't want ending up on a foreign system that they can access ... OR You control what emails are transferred via the use of Labels.…
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How can website activity of existing person be tracked?
Hi, we have people coming into PD from a formstack form via Zapier - The person is then sent an email from PD. I have used CRM's in the past where cookies are used to then track the website activity of the person on our website (this involves a code snipped on the site also) - is this possible in PD? I would expect to be…
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How can I automate a follow up thank you email after a specific event?
I have Intro meetings all the time. How can automate a follow up thank you email after those meetings occur? All those intro meetings contain the word "intro" within the calendar event. I'd like to automate the thank you email follow up response with the person I met after the meeting is completed. Any help is appreciated.…
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Outfunnel - Lead Scoring Suggestion (game changer)
We use Outfunnel and it's fantastic. Our sales team can sort deals by lead score (how much people within each prospect company are interacting with our marketing). It's a game changer. However, it only knows who is interacting with the marketing if the email address of the person is dynamically inserted into the link that…
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How are people structuring sales process steps in custom fields?
Hey fellow pipedrivers, I am curious to see how others are structuring their sales/qual processes in custom fields. At present I am including; * Source * Call Objective * Ask * Solution But am interested to see what others are capturing on the deal record to help prompt a structured approach to sales process.Â
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Smart Docs/Quotes
Does anyone know of somewhere I can download existing templates of quotes, or do I have to start from scratch? are their any freelance designers that could put one together for me?
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wrong date being set in my google calendar???
Hi there, I am doing the free trial of your essentials package and I put in some activities for several deals to follow up with them tomorrow. But when pipedrive synced with my google calendar, it put the activities on today the 19th instead of the 20th. It didn’t do this for activities I scheduled for my fiancé and…
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Auto update Contacts linked with Organisations
It would save a lot of time and mistakes if all person contacts linked with a particular organisation were updated to the same owner value of the linked organisation if it is updated/changed. Salesforce currently have this feature as standard, would make Pipedrive even more user-friendly if this was an option.
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🏅The Pipedrive: Joel Campbell, Cove Group
🚀Watch episode two🚀 Episode two of our content series, The Pipedrive, is out now! Tune in to discover how CEO Joel Campbell transformed a haunted prison into a business opportunity. Inspired by a trip to a decommissioned prison, Joel founded Cove Group to offer tourists abandoned jail tours. Three years later, he employs…
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Automation - Assign followers based on deal values
If a deal is created or updated with Custom_Field is/contains X Then assign Pipedrive_User1 as a Deal Follower
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Has anyone found a way of reporting on Notes made by users on individual deals??
Within our Pipedrive account, we need to be able to track how active staff are on individual deals. Not via if they have created activities and then completed the activities.
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Better Address format for use with Zapier
The single line autofill for addresses is great when entering an address, but it is very difficult to do anything with the address in Zapier because it does not contain the zip code in the address field that Zapier has access to. I tried creating custom fields for the address to match the format needed in zapier (Address…
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Missing and disappearing activities?
Has anyone else been experiencing activities disappearing from their lists? I've now found two tasks that were on my activity list that are no longer there. These were linked with contacts, organizations, and deals, and these don't show up in any of those places. I get the daily "Activity Reminder" email, and I went back…
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Generate instant reports and learn which marketing campaigns and lead actions are leading to deal m
With our recent launch of two-way data sync , I think it is a good idea to explore how Salespanel can be used to generate lead reports and identify which marketing sources and lead actions are leading to deal movements to later stages and purchases. If you are not familiar, Salespanel automatically captures leads from your…
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"Rotting" Deals
We'd love the ability to customize the terminology for deals that are "Rotting". Having the ability to customize that phrase to match company culture would be a neat feature.Â
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Why am i getting leads dupplicated ?
Im experiencing leads getting duplicated multiple times from several contacts. i have not moved any settings or added any leads. Please help we are calling leads with scheduled service appointments at later times.
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Waterfall Chart to see Deal Slippage
Create an insights report that does the following. Compares pipeline between two dates. What changed between the two dates? what are the new deals what deals increased in value?> what deals decreased in value? what deals were won? what deals were lost? what deals closed date were moved outside of the two dates? (delayed)…
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Tasks & Activities
I searched and didn't find an answer so I'm sorry if this has been covered before. I'm just getting started with Projects and see there are both "Tasks" and "Activities" in a Project. I'm familiar with Activities, but I'm getting stumped on Tasks. I can see you can: Create a Task Assign it to someone and Give it a due…
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pandadoc integration - mail templates
Hey, we are using pipedrive for the better of a year an a half and we try to use it to the fullest. now we are starting to play around with pandadoc, to use the sign and document creation features. the integration is nice but we don't like the concept of sending a mail from pandadoc. so we want to send it from pipedrive.…
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Migrate Data from One Custom Field to Another 🔄
https://pipedrive.hubs.vidyard.com/watch/MDUg2PWw2bSGEHX88c4rpk?Learn how to map data from one custom field to another using the universal identifier. This will require an export and import from Pipedrive - but don't worry, it's super easy! Just have a look in the video 🎥 🔔 Be sure to check out the full Learn from a…
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Sending campaigns to multiple filters at the same
Hi, I think it would be great if it could be possible to send campaigns to multiple filters at the same time. I think it will be useful for many users. Let me know if it could be useful for other users too. Simone
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Can I convert a Project back to a deal ?
If needed after trying the project feature, can I convert back a Project to a Deal ?
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Conversion Lead to Deal
Hello, looking for some update to gain the possibility to measure the conversion Leads to Deals
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What is the best way to update deal information
I want to make it easier to get all of the necessary Deal information into Pipedrive. What are some best practices and can I leverage workflow automation for this?
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What are some best practices for Deal creation and updating?
I want to make it easier to get all of the necessary Deal information into Pipedrive. What are some best practices and can I leverage workflow automation for this?
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It would be great to be able to group the emails by threads/Conversation in the Deal view instead of
It would be great to be able to group the emails by threads/Conversation in the Deal view instead of having them detached along a (sometimes very) long timeline !
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Pin Notes in Mobile App
Pinning Notes on the web app is a very useful feature, but is there a way for this to be implemented in the Pipedrive Mobile App
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BUG: the plus button for adding a deal does not work
The "+" button on the pipeline's columns does not work. Expected behavior: open the popover for adding a new deal. Browser: Firefox 119.0 (64-bit)
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Group Email Bulk Sending
It would be more than helpful to have an updated/upgraded way to send emails to groups larger than 100 people. Currently, it will only send out to 100 at a time, which is fine, except for that it doesn't have an option after that to follow-up with sending to the rest of the people. Thanks!
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Sales Inbox: Looking to speak with customers & reseller partners for research
Hello Pipedrive community members! 👋 Ever find it tough to decide which emails need your attention first? Or does crafting effective email content take up more time than it should? If this resonates with you, we’d love to have a chat. We’re interested in understanding your workflow, the challenges you face, and gathering…