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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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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
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Disability to open events
Hello I have a problem - I cannot enter events/activities to do to make any notes. I am clicking on the subject, but nothing happens. On smartphone all works fine. I am using WIN 10. can anyody help?
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Activiteiten en Mails
Ik ben benieuwd hoe jullie omgaan met mails in pipedrive en activiteiten die direct een verband houden met die mails. Ik vind het erg lastig dat ik geen directe koppeling kan maken. Nu heb ik mails en activiteiten. Het verband is zoek. Wie heeft een oplossing ?
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Not allowing edits or creating activities
Having trouble today- not allowing me to edit or create new activities (moving my follow up date flags). Help please. Jim
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Which activity can add the most revenue for companies during this pandemic?
Which activity can add the most revenue for companies during this pandemic?
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Hi Community, we use Pipedrive for project management as a marketing agency. I am interested as to i
Hi Community, we use Pipedrive for project management as a marketing agency. I am interested as to if anyone has a solution for effectively tracking due dates on projects. The main issue we have as when you are looking at a KANBAN you don't know what is due first. Making it difficult to know what it priority. ALSO: Does…
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Moving Activities Forward In My Calendar
I am trying to figure out if there is a way to move activities forward in my calendar en masse. For instance, I currently have 19 activities listed for March 9th. Here we are on March 17th, and I'd like to move all of those activities on March 9th forward to March 20th. Is there a way to do that without going into each…
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3rd Party Created Activities
Several 3rd party tools create activities. Example is Outfunnel which creates activities when newsletters are viewed or unsubscribed. This is useful - but if you add multiple 3rd party apps using activities, things can create a very messy user experience in the "schedule activity" panel It would be helpful if by default,…