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Sending newsletters
Hello Community, I want to make and send a regular newsletter to my customers. Does anyone have an idea how I can manage that using pipedrive or another tool? Thanks, Jan Bons
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Survey option Pipedrive
Hi Pipedrive, It's almost the end of the year and we are going to start asking our clients for feedback. We want to administrate this information in Pipedrive. Does anyone has a good suggestion for a survey tool connected with Pipedrive?
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Recording 🇺🇸 US community meetup: Leveraging third party apps to Sell More with less effort.
https://pipedrive.hubs.vidyard.com/watch/FggK2MGtn5XwnznwqEcPbpMonday the 2nd of Nov, a few hundred enthusiastic 🇺🇸 community members and Pipedrive users got together 🚀 We listened to Boris Tsibelman, automation expert, Pipedrive partner and founder of AxisConsulting and Justin Stephens, a veteran Pipedrive user and…
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Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…
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LinkPort major update
Hey guys, Here’s an exciting update for LinkPort! All Pipedrive users can now start importing contacts from the Sales navigator as well apart from regular LinkedIn. You can also create your own Pipedrive custom fields for LinkedIn contacts and start importing in a jiffy! Haven’t you downloaded it yet? Go ahead and get the…
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Activity notiification
I have a scenario where I would like to notify another user about the activities assigned to him/her preferably via email (but Slack would do as well) and this notification to contain a link directly to that deal/person/organization. Dealbot doesn't seem to provide this functionality, neither do Pipedrive inbuilt…
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We would like to incorporated of MEDDICC process in Pipedrive. Is anyone doing this? Or have found o
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How to recycle champions and close deals easily in B2B
Hi pipedrivers! Over the last few weeks, I have been testing a quite innovative leadgen tool called Champlist (https://champlist.io). I am in the private beta program and I promised the founders that I will share my experience with the community if I close some deals with its help. To my surprise, thanks to Champlist I…
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Production management software that integrates well with Pipedrive
Can anyone suggest a good Production Management software that intergrates well with Pipedrive? Once we land the sale - we need to track it and ensure the job is produced.
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🇺🇸 US community meetup: Leveraging third party apps to Sell More with less effort.
👉Register here 👈 Drop your questions in the comments down here Topic: Leveraging third party apps to Sell More with less effort. Date/time: 2nd of November 2PM (EST) Duration: ~1 hour Speakers: Boris Tsibelman, automation expert, Pipedrive partner and founder of AxisConsulting and Justin Stephens, a veteran Pipedrive user…
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Community Roundup: Volume 3 🗣️
The salespeople and users in our dear Community keep on feeding it with noteworthy content and it makes us so proud. 🔎 This is this week's handpicked selection of some of the most interesting discussions. Join the conversation! Sales related discussions 💰 * 3 Ways to Deal with 'I Am Not the Right Person' Sales Call…
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Time-based email automation
Hi Team, Hope you're all safe. I have an inquiry regarding time-based email automation. E.g. If Deal is rotting, send template 1, if last email received > 5 days, send template 2. Is this already working and I just don't know how? Is this in dev? or only on the roadmap? Thanks for sharing your thoughts as usual :) Richard
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Filter Form to Correct Product (Company)
I was wondering if there is a way I can filter different web forms to different products? Essentially I just want to tag each drip.com form which I believe it says you integrate with which is why I signed up to a different deal or filter. For example, let’s use two websites I have. #1 Sanigenix.com and the second being…
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October's New Apps Spotlight!
Check out 4 new apps featured in this month's App Spotlight. * Converso - helps you get paid faster by sending messages and payment requests via text, making it easy to “chat and checkout” on a mobile phone * Sherlock - help you to understand the engagement of the users and accounts using your product. * Target Robot -…
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Integrations calling and marketing to Local Government
Anyone have experience and can give me lessons learned and ideal integrations for email marketing and cloud calling apps (record all calls and drop voicemails)? The buyer persona are director levels at municipalities and county governments. Thank you!
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Is there a way to score leads based on behavior on website ?
Hey! Wondering if there is a way for me to score leads based on the pages people have visited on my website. I would like to have an action or have the lead earn points as they browse through my website. The points would then reflect on the properties of the leads in Pipedrive. Is there a way to make this work using only…
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Pipedrive Reports / Case Study
Hey Pipedrivers, we've recently had a chance to work with a customer on a bunch of Pipedrive optimizations, including: - CRM audit - Team meeting - CRM guidelines - Pipedrive Insights - Google Spreadsheet reports If you don't know how to set up custom reports for your CRM system, hopefully, this will be a valuable piece of…
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Have the ability to sort deals using the app, regardless of their stage.
E.g. Creation date, due date, owner, etc. Right now, we can only view open deals by stage, but that's not really helpful. I would have to CREATE a "permanent" filter if I wanted to see only the recently created deals. I would like to see all open deals, regardless of the stage and sort it by the most recent, for example.
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Send emails with custom design/HTML
Is there a way to create an email template purely with HTML? E.g gif banner with a gray background and content only in the center. Thanks in advance
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Pipedrive CRM Integration Guide
I am happy to announce that the brand new version of our over 50-page CRM Integration Guide is already live 🎉 This guide has been created based on actual stories with our customers and it showcases the possibilities that Pipedrive CRM provides to the organizations and teams. It also helps us in setting up specification…
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Aircall - unanswered v connected
Hi guys, We currently use Aircall for calls but am unable to report on unanswered v connected calls. I can see the outcome by checking individual activities, but am unable to report for the whole team. Has anyone found a solution for this? Thanks,
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Support Ticketing Software
Does anyone have Pipedrive successfully integrated with a Customer Success Ticketing software? If so, which one? Thank you for any feedback on which ones and how you like them.
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Email notification based on rotting status
Am I missing something or is it not possible to create an email notification workflow automation based on a deal trigging the rotting condition?
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Hello to the best community ever! Please advise me further on this - GoogleDrive integration.
GoogleDrive integration I have accessed GoogleDrive via Pipedrive (Documents - BETA) and uploaded a file (Share Link). Plus in the 'setting' I have set SHARE ALL GOOGLE DRIVE FILES WITH OTHER PIPEDRIVE USERS IN YOUR COMPANY! Despite the above any other user in my company is having difficulties to access the file. If I have…
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What app are you using for leading sales meetings?
Hi Pipedrive fellows! I am looking for a solution, how to make my sales meeting in team more effective. I am responsible for a specific market and different products. Let say, that I have a list of countries - to each country, I prepare the actual situation, what were the tasks + propose of next steps. I do it in google…