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Can Grasshopper (phone call app) be connected to Pipedrive???
Hello, I currently have a 1-800# through grasshopper that I use to to call prospects. Right now I pull up the deal in pipedrive and then manually dial it into the grasshopper app. can grasshopper be integrated into pipedrive so that I don't have to manually dial anymore?
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Solution for Calendar Conflicts
Morning, I have started using the booking app in Pipedrive. However, I have second company that uses Calendly. I can add a second Calendar to avoid conflicts in Calendly, but is it possible in reverse, so the booking app in Pipedrive recognises when I am booked in my second company? Solutions and workarounds appreciated!…
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Elevate Your Sales with the Stripe Connector by AppMonks for Pipedrive
The Stripe Connector by AppMonks seamlessly integrates Stripe invoices, payments, and contacts into Pipedrive, simplifying your sales operations and allowing efficient management of financial data within Pipedrive's user-friendly interface. Furthermore, Stripe Connector by AppMonks synchronizes your Stripe contacts into…
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Email Reading Pane
Hi , in Outlook there is a feature called "reading pane" which allows you to see the content in an email without opening it - is there an option like that in PD? also, is it possible when you do open an email , for it to pop out or at least open in a new tab?
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How can I use Pipedrive for customer success ?
We use Pipedrive actively for our sales, and move the deals to Account Management once they are won. But I have not figured out how to use Pipedrive for Onboardig, Adoption and Expansion. Does anyone have any ideas on how to organize this? We are a B2B SaaS MRR business with 100-500 deals ranging from €100MRR to…
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Merged: Workflows to have CONDITIONAL workflows (avoid multiple workflows)
This discussion has been merged.
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Sharepoint and Smart Docs
Hello Pipedrivers, I have this issue for a client : They use Smart docs and then store the signed documents in their Sharepoint Problem is that the docs appear in Word format (It should be PDF) and not signed We tried changing Sharepoint parameters and moving the docs to another Sharepoint but the problem is still present…
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Import a Person Custom Field
Hi, I have created a custom field in my deal with the names of the referees. I created this field to be a Person type field. Now, I want to update this deal referee field with an import via spreadsheet but even with the same name as in the pipedrive system, the system is creating a new person. I want Pipedrive to use the…
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Looking for Pipedrive consultant to support to merge two accounts
We need to merge our German subsidiary companies Pipedrive with our UK Pipedrive so we work off the same system. Looking for a partner that can support us with this - ideally they would be able to understand German and English so they can transfer the data correctly. We need support to setup Smartdocs quotes, dashboards…
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Archiving Contacts
Instead of deleting a contact, can we archive the contact? I do not want to transfer all their data to a new contact. We work on capital projects that take months to years to close. Contacts can come and over from the companies we are working with, and it would be nice to still keep all their data (emails especially,…
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Can I convert an won lead or deal to a project?
Once a deal is won is it possible to convert it (or automate it) to a project?
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How to trigger workflow when meeting is booked in Calendar
As Customer Success Specialist I have added some automation to add deals to my CS pipeline and trigger activities such as sending outreach emails and moving the deals automatically from one stage to the other. In one of the email they have access to my calendar to book a meeting and if they do book one (my calendar is…
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Enable Campaign Performance Analytics via API
We're using your features to send automated and manual campaigns. Now, we need to integrate their performance data into our reporting. We're using a vendor who built an integration calling your API. However, fields related to campaigns on the Persons field are retrieved as null. A community request is…
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Custom sender name
Clients respond more positively to personalized emails. Saying that it would be helpful to be able to adjust the name of the sender in campaigns according to the owner of the contact the email campaign is sent to. This way, it would seem like the email was sent by the salesperson directly instead of appearing like just…
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Smart Doc/E-Signature to Trigger Automation
I'd like to be able to trigger an automation based on a completed e-signature in smart docs. Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedrive marks the document as completed... this should trigger automations such as mark deal as won or send a Slack notification to…
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Feature: Lead Disqualification
Option when disqualifying a lead it removes it from the leads list and cancels all scheduled activity.
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Manage live chats of my employees
As owner, I would like to monitor the live chats of my sales reps. Currently, I can only see my chats. Can we add this to the roadmap?
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Hi, how to remove the spelling suggestion when writing in Pipedrive ?
Hi, how to remove the spelling suggestion when writing in Pipedrive ?
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Products to deals with Direct cost / gross margin
It seems odd, that there is an option (when adding new products) to set the "Direct cost", but that cost is not shown when adding products to a deal, for calculating the gross margin. That could end up in situations where the sales agent is selling the product with a discount, that is more than the cost of the product.…
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Is there a way to pass multiple stage ids to the /stages API endpoint?
It would be very useful for that endpoint to accept an array of IDs and to return all deals that were in any of those stages. At the moment it seems as though the only way to do this is to make multiple calls, and then assemble the deals through our own code.
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New feature: Read-only fields 🔎
What: You can now make custom field data visible to users without them being able to edit it For whom: Companies on Professional or higher plans When: Rolling out gradually to all regions between August and September 2023 You can learn all about it in our Knowledge Base article here.
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The community's search bar just got more powerful with federated search 🔎
Hey Pipedrive community! The community page search bar will now return results from the Pipedrive Academy and the Knowledge Base, in addition to Community posts. So, when looking for conversations about a search topic, you can also see if any learning articles, webinars or courses match your search. This update is live now…
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Advanced Email Search
I am sorry but whatever PD tried to launch today was so awful it made me question two things Has a PD competitor compromised their dev team are they in charge of what is being launched to the community How can you replace a search email feature with a label feature that you need to go into each email individually and only…
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Regions in Orgs and Contacts
I'd like to try using a region to define a salesperson's area. I have this set up and working, but I don't know or can't see how to make sure the region I define has the states I want in it. Any help would be appreciated
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Managing UNDELIVERED EMAILS (using automation if possible)
Hi everyone, I need some advice on managing undelivered emails. Out of 200 I send daily, about 40% bounce back or get blocked. I've been trying to categorize these contacts to connect with them on other platforms like LinkedIn. The best way I've found is by creating a special LABEL and doing it manually, since I can't find…
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Pipedrive in danish
Is it possible to launch Pipedrive in danish?
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Empty pipe drive fields
Hello When I create a template from documents I am using pipe drive fields but I want empty space when I write nothing to them. On the other hand they seem like this when ı write nothing ''[organisation name (organisation name)]''. Do you know how can I solve this?
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Need Help -> Tracking Event Participation
I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations? Here's one idea/concept we're exploring: * Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that…
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Printing out Funnels
HI! I am on the road working with my reps most of the time. I am rarely in front of my computer. I need to be able to printout funnels in the way they display on the site. By stages. Is there a way to accomplish this?
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Why Won label is green (normal) but Lost label is transparent ? can we changes for Red ?
Why Won label is green (normal) but Lost label is transparent ? can we changes for Red ?