Best Practices

Webinar Q&A: Grow revenue with a modern sales approach
Dear Pipedrivers, Thank you for attending our webinar "Grow revenue with a modern sales approach" last week! We hope you enjoyed it. We received a lot of great questions and, unfortunately, couldn’t get to all of them live. As promised, Collin Cadmus has answered all the remaining questions in writing - you can find his…
Join Our Consultancy and Agencies Group – Insights, Strategies & Exclusive Perks!
Are you a consultant or agency using Pipedrive? Are you looking to learn and discuss how others in your industry leverage Pipedrive to get the best results? Join our dedicated Consultancy and Agencies Group to discover and discuss how top professionals streamline workflows and close more deals. Access expert strategies,…
Why not add Sales velocity to the dashboard?
Tested in 2021/2 but did not meet the requirements, but it is one of the key metrics for sales managers in a VUCA-world. So without insight into velocity it is hard to steer, speed up or track progress.
I need feedback on how it is customer success integrations on pipedrive
I want to know how the companies of Pipedrive manage customers after they have bought from you. Do you keep nurturing them? What KPIs do you track right now? Is there some information that you would like to track?
Inconsistent x-daily-requests-left Value in Pipedrive API
Hi everyone, I'm currently updating my WooCommerce to Pipedrive integration extension (). Since Pipedrive introduced a daily request limit, some of my users who perform a full WooCommerce sync to Pipedrive are hitting this limit. To prevent their API keys from being blocked, I wanted to rely on the x-daily-requests-left…
Best Practices for Managing Inherited Customers in Pipedrive?
Our team inherited a set of customers stored in Pipedrive. Do you have any good ideas on how our team could best manage them? One idea we had is to mark all current customers (who are in different stages, such as lead, contacted, call, etc.) as 'gray' in Pipedrive. We do not know if this is even possible. Then, when…
Para temas de servicios, donde hay venta y arriendo, que es lo mejor para trabajar a través de Pipe?
Actualmente estoy trabajando con el Pipe con un embudo comercial, luego si se gana el proyecto se va a un Project de operaciones. Dentro del proyecto yo estoy poniendo el valor UF/m2, pero quiero ver si puedo integrar productos a esto. Entonces, alguien tiene alguna idea de como agregar servicios y materiales a los…
New group: Consultancy & Agencies – Join and sign up for our first Office Hours event on March 19th
Are you a sales professional using Pipedrive for a consultancy or agency? We’ve created a dedicated community space just for you! Join the new Consultancy and Agencies group and connect with other like-minded professionals in the industry, exchange best practices and learn tips from top experts. Kickstart your journey and…
How do you handle lead scoring in Pipedrive?
Lead scoring is a hot topic for Pipedrive users, and research based on customers’ feedback shows there is no one-size-fits-all approach. Some teams rely on point-based scoring, assigning values to actions like email opens, calls, and demo requests. Others prioritize Ideal Customer Profile (ICP) scoring, using factors like…
Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
Activity Quick Note
When calling through a list of organization I often find myself putting the previous call's notes on the upcoming activity's notes section because it's faster. For example, if I have a call scheduled for today, I'll make the call and mark it as done. A new activity window will open automatically and I'll type in the call…
How do you manage ticketing in Pipedrive?
The ability to manage support or help desk tickets is a common request from Pipedrive users, and it can be set up directly in your Pipedrive ecosystem. However, there is no one-size-fits-all solution, so what works in one business may not work for another. So, we set out to find the most popular approaches. Turning deals…
Add the ability to have different Lost Reasons for different pipelines
The lost reasons list is a list across the entire Pipedrive workspace but within our business we can have different reasons for a deal being lost depending upon the pipe. Currently we have to show a long list of lost reasons to our users whereas being able to customise this based upon which pipe the deal belongs to would…
Webinar Q&A: How to use Pipedrive more efficiently
Hey everyone, Thank you for attending our recent webinar, "How to Use Pipedrive More Efficiently." We appreciate your engagement and all the great questions! You asked more than we could cover live, but we've answered as many as possible in the comments below. If you missed the session, you can watch the recording here.…
Send email with another address than "User's default account"
Hi everyone! I'm creating an automation like this: A person use our "Web Forms" to contact us from our website This create a new deal When deal created, I send an automatic email to the person Is it possible to use another email addess than the "user's default email account"? I'm the only user in Pipedrive and I want to…
Has anyone mastered a pre-built "SnapShot" for Landscaping?
Hi everyone, I'm Anthony a business owner here in Phoenix, AZ. Im looking for the communites input if anyone here is using this software for landscaping. I'd like to know how you have it structured, if you can share your feedback if your in this field I would greatly appreciate it.
Waiting for a response to a sent email: how to help our memory.
Today it is essential for companies to improve communication management processes towards customers and suppliers as much as possible in order to be more competitive. How many times does it happen to send an email to a customer or lead and not receive a response? If we multiply this process (especially in the case of…
Make 'Required' field functionality as flexible on Person and Organisation records as it is on Deals
Within the Deal custom fields, you have the option to make specific fields 'Required' at certain stages of a pipeline. We use this today and it's extremely helpful for us ensuring that we have the right information to be able to process an order at a certain time. 'Required' exists as a Quality Rule for Person and…
Has anyone integrated PipeDrive with Big Commerce?
What does it accomplish for you? How did you do it?
Better ways of using Pipedrive: Close Deals anytime, anywhere with the Pipedrive mobile app
Learn all about how the Pipedrive mobile app helps you close deals faster here In this lesson, we’ll take you on a journey and show you how to make the most of the Pipedrive mobile app on the go without missing a beat. Learn how to find and use the features you can already enjoy on the web app, as well as a few more tricks…
Take our short survey and tell us how your business is set up for success in 2025! 🚀
Last year was filled with challenges and opportunities. We want to hear about your experiences in 2024 and your expectations for 2025. Take our short survey and have your voice heard. Answers are anonymous, confidential and not tracked. We’ll create in-depth reports in various languages and share them with you. Click to…
Be a Pipedrive Pro: Another 6 Essential Keyboard Shortcuts you should be using
Knowing the right keyboard shortcuts for the job is an often-overlooked skill that saves time and boosts efficiency, and I’ve written here before about the Pipedrive-specific shortcuts you need to know. Most sales professionals often have to jump back and forth between Pipedrive and other tools or browser tabs, and that’s…
Pipedrive reports: when should I use Deal Progress and Deal Duration?
When analyzing your sales pipeline using Pipedrive reports, Deal Progress and Deal Duration should be your go-to reports for insights on deal progress and efficiency. Understanding the differences between these reports is key to optimizing your pipeline management. Deal Progress report Purpose: To display the movement of…
Best practice for working with an external PM software?
I am trying to set things up as best as possible from the beginning. Our process is as follows: Receive lead, enter in pipedrive Once lead is qualified, create deal and begin sales process Once a deal is won, we will create a project in either ASANA or TRELLO or MONDAY At the moment, "we" is just me. But that will…
Lead manager - schedule for all sales reps
I need a suggestion on how you handle scheduling for all sales reps on one calendar? We have one person that manages all incoming leads and qualifies them and schedules based on type and availability a sales appointment. So I am looking for what other folks do with this type of scheduling structure.
Be a Pipedrive Pro: Essential Keyboard Shortcuts you need to know
Keyboard shortcuts are a game-changer; they save time and reduce repetitive work, helping you focus on what matters most: building customer relationships and closing deals faster. Mastering these four Pipedrive keyboard shortcuts will significantly enhance your productivity: 1. Numerical keys 1 to 8 (Go to Section)…
Consultant Reccommendations
Hi, Ive been using pipedrive for a few years and we have a consultant thats coming up for renewal but want to do our due diligence and see who others are using. Please only suggest them if you love them and tell me what you like/why/at least one thing they did well. Thank you so much!
Is it possible for an Automation where updating one Deal, triggers an action to update another Deal?
Hi everyone, We are currently using an automation where we create a duplicate (Onboarding) Deal for an Onboarding Pipeline whenever a Deal is closed "Won." In our business, once we "win" a Deal, it takes 3 months or so to onboard the client and involves several key steps. At various stages of the Onboarding…

Best Practices

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