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Can Pipedrive pull in emails from O365 and create contacts?
Hi, Our company has a sales inbox at a corporate O365 email account. Prospects email it directly. I am trying to automate the creation of a new person, deal, and activity when we receive emails to that inbox. What is the best way to do this? I am experimenting with forwarding to the universal bcc address but without any…
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Daily Report
Hi everyone I hope you can help. I am new to Pipedrive and here is the dilema. Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I…
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When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organi
When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organization field associated with the contact get automatically populated? I currently have to add the Org. manually after I had already added the contact to the activity.
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Is it possible to bulk postpone activities?
Hi, In the Activities tab, you can select multiple Activities and assign them all a new Due Date, which will be the same for all. However, is it possible to bulk postpone them? For instance, let's say you have: Activity A - Due Date: 03/04/20 Activity B - Due Date: 17/06/20 Activity C - Due Date: 20/12/20 And you bulk…
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Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is possible to mark contacts for an activity - for example who you want to invite to an event in order to be able to export an excel file with that information? Also, I wonder if it is possible to see the contacts that I follow…
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No end point for contact address
Hi, So I'm trying to use Zapier to import contact/activity details from Acuity Scheduling. But for some unknown reason I'm told it's not possible to import a contacts' address. Seems crazy to me that you can get name, email address and phone details but a physical address is a no no... Anyone have a work around? The main…
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An activity that's triggered by a specific date
I want to create an activity that's triggered by a specific date. For instance, an activity that is only visible from 1st January onwards. This trick is is that I don't want this to be scheduled until 1st Jan. Is this possible?
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Automatic reminders/activities to reconnect after a given amount of time (Follow up Questions)
I'm starting a new post because I've replied to my previous one with follow-up questions but have got no response in almost 2 weeks. Can someone please respond to and answer my follow-up questions in post: https://community.pipedrive.com/post/5ec56ef110fb4c40757ad35a#response-5ed62a945733167650f52878 @Inês Batata was…
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Création d'activité en masse
Hello à tous, J'aimerai savoir comment je pourrais créer des activités en masse (Activité : Appel par exemple) de mes offres perdues. Le but étant de pouvoir relancer le client et ainsi retenter sa chance
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"HIdden" field I can borrow in Activities?
The Pipedrive Outlook calendar integration lacks a bit for our user's needs. For example, items are added into Outlook as UTC time, there isn't a default 15 minute reminder for them, not enough body, description, and activity type data appears in the Outlook item, etc. So I am using the Pipedrive API along with the…
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Can I create an Activities View like this?
It would be a great help if I could set a filter in Activities View which will sort activities first by due-date and then by timezone. With my limited experience in PipeDrive I can only sort by one or the other but not both together. Thanks
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How can I filter for completed Activities where the Contact no longer exists?
I have quite a few old activities that don't show up anymore because the contact that was in the Person field may have been deleted. Is there a filter search on Activities or People that would allow me to identify Activities that have "inactive/deleted" values in the People or Organization field?
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When I use the notes field in an activity, and I have to reschedule this activity, it would be great
When I use the notes field in an activity, and I have to reschedule this activity, it would be great to see these notes back in the timeline with the former date of the activity instead of seeing them im the planned list.
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is it possible to bulk edit an activity like a mass snail mail
is it possible to bulk edit an activity like a mass snail mail
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I would like to add "LinkedIn" as an activity field, how do I add it?
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Default activity length for sync to google calendar so time is made unavailable to scheduling app (e
It would be very helpful to set a default activity time length so when it syncs to my google calendar, it gives the calendar event a default length of time, say 30 minutes (rather than zero length of time now), so that it can be picked up as time that is unavailable by a scheduling app (Calendly) - at zero length it's not…
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How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not
How can I automatically create a task to follow up with people in the 'Contacts Timeline' who do not meet the set follow up frequency?
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Adding Activities
Hi All I've recently had issues adding activities to my deals in Pipedrive. Is anyone else having similar issues? Bests Campbell
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How do you notate the results of your activities?
How do you notate the results of your activities?
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Hi, I have a question does anyone has problems to edit and safe Activities? Every time when I want t
Hi, I have a question does anyone has problems to edit and safe Activities? Every time when I want to create an Activity is showing that is "loading", however nothing happen. I apreciate all the help and suggestion that someone can give. Thanks and stay safe!
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show deal name and person name when adding deals to activities
In the activity view, when having a specific activity open, or past activity open (call activity, let's say), you can add which deal it belongs to. But when you open the deal, if you call the deal name the same for everyone, because you know it's the same type of deal but associated with different people, all deals show up…
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Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful
Is there anything I can do using PipeDrive's automator whereby if my sales rep makes 3 unsuccessful calls to a lead the lead is sent an email automatically saying "we've been trying to get in touch..." ? Thanks
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New deal -> add + activity
Hi Pipedrive community, there is at least one thing that I miss a lot in current pipedrive version. * I add a new deal, then I click save and my deal is lost in all 1000 deals that are still open. Then I have to go to the Search bar to find my deal* could you make it easier? if I make a deal I want immediately make also…
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Pipedrive CALLS sync to my Gcalendar as Events. So when I'm in pipedrive, and I mark a call as done,
Pipedrive CALLS sync to my Gcalendar as Events. So when I'm in pipedrive, and I mark a call as done, it doesn't get crossed out in my Gcal... Because Gcal events can't be crossed out, only Gcal Tasks can. => How can Pipedrive "Call" activities sync to my Gcal as Tasks? As opposed to Events? Thanks
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Wont let me add activity
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How can i automatically have an activity address same as contact's address and "activity title" same
How can i automatically have an activity address same as contact's address and "activity title" same as "deal title"? When on calendar view, it's not possible to open the deal. In list view it is clickable yes.
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Email - How useful is this today?
We started more than a year ago with Pipedrive and made sure our guys connected their email accounts. Much has been said about the usefulness and technical reliability of the email implementation that Pipedrive has. I'm more looking at the usefulness from a sales process perspective. What I am seeing, though - is once you…
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Schedule an action
I can´t move forward to Schedule an action, the button doesn´t work