-
Unsynch/Bulk Delete Mail from Pipedrive Inbox
Newbie. Just set up Pipedrive and connected my Gmail to the inbox and synched last few years. What a mistake. I've unsynched and removed the connection with my Gmail for now but copies of all synched mail are still in Pipedrive and can only select 50 at a time (out of 58,000) to archive/delete. Is there a ticket I can file…
-
How do I change the currency in my report?
Hello, I use multiple currencies in my business and when I add this report it only shows it in USD, how do I change it to another currency?
-
New feature: Shared automations 🤖
Admin users can save time and trouble by sharing and setting up automations for other users directly. This feature is rolling out throughout August 2023, and will be available to all companies on the Advanced plan or higher. You can find out all about it from our Knowledge Base article here.
-
Make Workflow Automations editable by anyone with permission
The fact that workflow automations can only be edited by the creator is a problem. Multiple users manage automations and if an automation needs to be edited, only the creator can edit. What if they are away or no longer with the organization? Please make it possible for any user with permissions to edit workflow…
-
Pipeline Activity report
Is there any way we can generate a report to how all pipeline activity not have to do this pipeline by pipeline
-
What's the difference between close date and won date?
I have 3 pipelines for the entire selling process and I have to create weekly selling reports but I can't find the difference between close date and won date in order to use them as filters.
-
Wrote this post about fast-tracking CRM selection
Link: https://www.amitsarda.biz/post/selecting-crm Appreciate your time to go through this and the feedback.
-
Group emails - best way to do 300
Hi - when group emailing, what's the best method of selecting the second set of 100 people to email. If you have 300 to email it picks up the first 100 but doesn't (I think) make the second or third email groups easy. Thanks
-
Are you using Pipedrive for your CSM - Customer Success - activities ? If not, which tool do you use
Are you using Pipedrive for your CSM - Customer Success - activities ? If not, which tool do you use ?
-
Follow Up Emails - Same Email Thread
Hello, I want to do an email sequence where a second email is sent to the prospect after a set number of days. The second email would be in the same email thread as the first email. It would be a simple email just saying that I am follow up on the previous email. What is the most efficient way to achieve this through…
-
Access to emails
Hi I have recently added my colleagues to PipeDrive. When looking at deals, he does not have access to the emails that I have sent in connection with the deals. How can I give him access to this? Thanks TK
-
Smart Contact Data Info Analysis
Hi, would love to be able to use the Smart Contact Data Info strategically, and have the capacity to use in filter views as well as the insights tab. Would also be nice if you could bulk update the smart contact data to be visible for organizations instead of having to go through each org and turn it on.
-
Add all Deal Participants to email with one click of button?
Hello Community, A lot of our communications with clients are either with individuals or in groups. One feature I would really like is: Imagine your email conversations constantly changes between your main contact and a wider group of people (= deal participants). Yes we can directly reply to all once we received an email.…
-
Lead Scoring
Hi all, Is Pipedrive actively working on a native lead-scoring system within Pipedrive? I feel like this is an extremely important feature that other CRMs have had for a while now. Pipedrive is a sales-driven CRM and not having a native lead-scoring feature really lets it down. We really don't want to use a third-party…
-
How do you deal with future deals
Mortgage Broker here. All my clients sign up to review their mortgage 6 months before their current deal ends which means that deal start date is important to me. I create a new deal with the start date (custom field) set to 6 months before the deal end date so I can contact the client to get the review underway. My…
-
clicking on an email address opens Thunderbird, not internal P/D email.
For some strange reason....and I'm pretty sure it didn't used to be this way.... when I click on an email address while in Pipedrive, it opens a 'compose email' window in my Thunderbird email client, not the Pipedrive email client. Anybody have any idea why this is happening and/or how to "fix" it, i.e., stay within…
-
Exporting the options from a custom field with a multiple option checkbox
We have a custom field with a multiple options checkbox containing about 100 options. Is there a way to export the list of options from the custom field? Also: There are duplicates on the list. If I delete the duplicates from the list will the data be deleted from the historical records that chose the duplicate field, or…
-
Could you help me with how to embed creative polls in emails/newsletters/campaigns?
Could you help me with how to embed creative polls and questionnaires in emails / newsletters / campaigns? Or is there a separate software for this that is integrated into Pipedrive?
-
Best email templates to use?
Hi all, When sending out Automation email campaigns, is it best to use an email templates that you can create in the contacts section or a campaign template or create a campaign from the Automated campaigns section, or indeed directly within the Automation section? It's very confusing!
-
Insights / reports - Count notes in Deals
In our sales team, we are not using Activities. Unfortunately, the whole performance reporting in Pipedrive is based around Activities or Closed deals. For us, the measurement of work is the number of Notes. There is one report counting Notes, but it is only counting Notes when written to a Person. We write Notes to Deals.…
-
Has anyone got an Integration working between Workplace by Meta and Pipedrive?
Hi, We use Workplace by Meta for our internal comm, which is similar to Slack. I'd like notifications to be pushed via it's chat facility (which is basically the same as Facebook Messenger). Has anyone seen or heard of any integration between Pipedrive and Workplace? Thanks
-
Send Email Attachments to Google Drive
Hi, Our business focuses on creating custom designs based on the inspiration customers send to us. So this often leads to lots of attachments. We want to be able to send these attachments to a specific folder, unique to each customer. The way we have set this up is that each customer (once they've converted) gets a unique…
-
Seperating Different Sectors.
Good Evening, My business is marketed to currently three and potentially more different industries. When loading leads into the system, is there any way to differentiate different industries and separate this out in the searches. The idea behind this is to launch bespoke marketing campaigns for each industry / service…
-
Exchange Server with Certificate Authentication?
Our company is currently exploring possibilities to enhance our operational efficiency by integrating our Pipedrive CRM system with our Microsoft Exchange Server. However, we have a specific requirement in terms of authentication – our company utilizes certificate-based authentication for security purposes. Given your…
-
Add deal participants | Show or search for organization
When searching for deal participants I would like to see the people that are in that organziation. Or at least type the name of the organization and then see the list of people that are in it. Reason being, I often don't know every name by heart but I can select them from a shortlist (i.e. the contacts within the same…
-
Feature request: Add person as deal participant in automation
Hi I'd love the ability to add a deal participant via an automation. Or alternatively, the option [checkbox etc] to set any new person added to a custom person field on the deal as a deal participant. Here's my use case which I imagine would apply to lots of other users: I'm a mortgage broker. Leads come into PD via a…
-
Setup Pipedrive for my business
Can I get a recommendation on someone who specializes in setting up Pipedrive for a specific business? I am a mortgage broker that just started using Pipedrive and would like to see if someone can consult with me to see what it can be customized into that caters to my business needs.
-
Group email limit 100
Hi, since there is a limit 100 for group emails, it is hard or not so friendly to look for the last contact used in the group email, when selecting more than 300 contacts. Any life hacks there? Best
-
Can I filter/group by activity symbols inside a project?
Can I filter/group by activity symbols inside a project?
-
IMAGES IN SIGNATURE CAUSING WARNING MESSAGE ON OUTLOOK
Having an issue with a new signature template that contains images. When emails are sent to Outlook inboxes the images are being flagged as being potentially untrustworthy and so not automatically downloading. Has anybody ever experienced this problem and managed to find a workaround? These are very small images. Only two…