-
Adding personalized 'time templates' into email scheduling option
When scheduling emails with PD, I program a lot to send out between 16:00-18:00 CET so they are arriving in the morning for US-based recipients. Each time I do this, I have to manually edit the date and time via 'Custom date and time'. But most of the time, I just want to send an email 'tomorrow between 16:00-18:00'. It…
-
Move deal automatically to another stage when activity is overdue
Hi guys We would like to know if any of you have any experince setting up an automation as this: "Move deal automatically to another stage when activity is overdue" This is our current setup in a pipeline: Stage: write proposal --> proposal sent --> follow up on proposal Activity: send proposal --> follow up on proposal…
-
How can I add linkedin profile link/url in the existing contact list?
I want to add profile urls for all the contacts I am adding whether be it linkedIN profile url or behance. Is it possible to add new empty field just for that kind of urls? similarly like it ask for phone numbers and emails.
-
Want to get property values by sending a list of organizations ids.
Hi there, Is there any possibility to get the values of requested properties by sending a list of organization ids? I can get all organization details by calling https://api.pipedrive.com/v1/organizations But I want to send a list of organization ids ( organization_id_list = [1,2,8,56] ) and get the json response of that…
-
Sending follow-up email templates / CAMPAIGNS using workflows?
Is it possible to perform all these 4 situations as follow-up activities using email templates / CAMPAIGNS using workflows?: Send 1 follow-up email from the owner of the deal after the deal reaches a certain stage Start a cadence of emails based on templates from the owner of the deal after the deal reaches a certain stage…
-
Automations Webinar outstanding answers - 29th of March 2023
Thank you so much again for attending the webinar last week! Your feedback is crucial so that we improve and offer the best product for all of you. As promised during the webinar, posting the answers to questions that we did not have time to take in live. Can I set up an automation to delete activities that are incomplete,…
-
Send text message by automation
To make our CRM more efficient, we would like to create some text message automation to our customers, as appointent reminder etc…
-
Email Template Flaw / Shortcoming
There are many use cases to send an email from inside a specific record (person or deal) to another party (vendor, referral partner, outside partner). These would include status updates, outside vendor orders needed to process a deal won, or a simple thank you's to others attached to the deal. These emailed orders and…
-
Dynamic URL Link inside email template?
How can we create a dynamic URL Link inside an email template. For example I want to have: "Please find more details here: http://www.mysite.com/register?useremail={email address} I can provide everything up to the "=" as a link, but how do I add the prospect's email address to the link? I can pass as plain text, but this…
-
Usercase cleaning company
I am currently considering in using Pipedrive. But first i would like to have the insights from another cleaning company which is using Pipedrive. Or from someone who can explain me how to use is most efficiently in the cleaning industry. I would like to come into contact!
-
To delete a Pipe
I created several different pipes. Some of them I am not using. Is it possible to delete it? How can i do it? thank you
-
Why can't I bulk edit Activities in a People list? Why do I have to waste time creating a spreadshee
Why doesn't the option exist for me to bulk add Activities to checked records in the People list? Seems that this is a basic functionality of a CRM, yet the bulk edit only allows you to change basic information in records. Instead of being able to check those people off and create an Activity for them (e.g. "Sent card"…
-
Payment schedule - maximum number of payments
Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval. Is it possible to extend this limit or do you have same advice how to solve this? Thank you Lukas Hala
-
Help, limit of 36 entries in "Payment Schedule"
Cannot add more than 36 entries in the "Payment Schedule" section inside a Deal. There's a way to increase that limit? 36 is too small, it represents only 3 years of payments, doesn't make any sense.
-
Are emails opened/links clicked only noting those that do so in the address line?
Are emails opened/links clicked only noting those that do so in the address line or are those that are cc'd also noted? Information I've read has convinced me that all used to be tracked. Hopefully that's been fixed so that only those in the address line; not cc's, are being tracked. Otherwise, this feature is pretty much…
-
How do I bulk add deals from a filter list I've created ?
I want to create new deals against a number of contacts I have in pipedrive. I don't want to have to go to each contact one by one to create the new deal. I would like to create a list with the filter tool in pipedrive Then bulk add new deals against people I select on the list I notice I can do bulk covert list results to…
-
Bulk-create Activities for Contacts
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign. Currently, we create the filter export the contacts with the system ID open the csv/excel file to edit add the activity fields to the file reimport…
-
Bulk Create Deals
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
-
Bulk changes to Organizations?
I know it's possible to do bulk changes from list view for Deals, but I'd like to make some bulk changes to organizations (and possibly contacts). The scenario is a change in the org with a new person taking over the EMEA region and I'd like to change ownership for all of these organizations from the an existing user to…
-
Gantt Chart in projects
Hi, Hello, it would be very helpful to have a graphical GANTT. This should definitely also have the possibility to export (e.g. pdf). When is an implementation of this planned? This function is very important for us as a company.
-
CAC - customer aquisition cost on won deal
Hi folks, What is the easiest way to see how many activities a sales person has done per won deal i.e. calculating CAC? If we could break this up per activity type (call, f2f, email) it would be even better. At this point there are no need to involve marketing activities to this. Thanks for you help in advance!
-
activate multiple archived deals, for example through a filter?
Hello, Is there a way to unarchive multiple archived deals, for example through a filter?
-
Synching two email accounts with Pipdrive Mail
Right now it is only possible to have one email account synched at the time. You can connect as many emails as you want but only one will be synched with Mail. So to check emails from both accounts, every time you need to go to Settings and change the synched account, which is not perfect. Will it be possible in the near…
-
When do you create a deal?
Hi all, I just started using Pipedrive sales CRM. I was wondering when people typically create a deal in the CRM. For example, I've had a couple meetings with a potential client but we're not necessarily at the proposal stage yet. I'm assuming most don't create a deal until after the proposal? Thanks so much for any…
-
One user multiple email addresses: best practice
Hi Folks, how are you handling the following circumstances? I am pretty sure that I am not alone with that. I am a user that has several email addresses in a company. (please do not argue why it is.). Let's say I have karsten@company.xyz and kb@company.xyz I understand that I have to buy a second license (please PD, change…
-
Evolve Pipedrive Podcast: #45 - Akhil K.S, Supermeet
Bruce Bignell talks to Akhil from Supermeet about how Supermeet makes it easy for growing teams on Pipedrive to book meetings. Supermeet is a scheduler designed specifically for Pipedrive. Features include: a personal & work calendar, team scheduler, advanced lead routing and analytics. Covering: - Introducing Supermeet -…
-
No more automated "Deal" and "Project" words added to title
I know I can backspace it from the title each time, but it gets old. Also going from a Deal to a Project it then becomes "[Customer Name] Deal Project" which is silly. I want to be able to edit what is automatically added to the "Title" field in each category.
-
Insert URL fields in mail
It would be great to be able to directly integrate a clickable URL link in an email (via an automation flow) sent to users so that they can, in one click, fall back on the prospect, business or organization sheet.
-
Insights on organisation field
Hi ! It would be very useful to be able to create insights on fields that are on the "organisation" and not on the "deals". For example, I don't want to have to fill the field "address" each time a company place an order, but i would like to know which city, country, region makes most of my turnover. Thanks !
-
iCal iCloud (Apple) Calendar Synching Functionality
It would be great if Pipedrive supported 2-way iCloud/iCal Synching Functionality.