-
How to integrate multiple pipelines efficiently?
Dear Pipedrivers, my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well. There is one major issue, that I just couldn't work out so far, though: Efficiently…
-
Real estate template
Is there a real estate template I can copy or gain inspiration from? I know I can figure it out as I go but I thought it would save me time by having a real estate template and then customize it based on my own processes and requirements.
-
Pipedrive best practices for Nonprofits?
Hello Pipedrivers, I am a freshly-hired Campaign Manager for a Nonprofit in Clackamas County, Oregon. I am familiarizing myself with Pipedrive in my onboarding process and trying to utilize it to its fullest capacities as our organization will likely be in an active capital campaign sometime in the next six months. We have…
-
How do you learn about the companies processes to make a PD?
I am a software developer, and I have been tasked with designing and implementing a pipedrive for a third-party company. I've already learned how to automate tasks, and I still need to learn about integrations. But there's a topic I haven't heard about yet, and that's the process where the client company expresses their…
-
Have the option the mark as done the the recurring tasks from an external calendar
Since Pipedrive doesn't offer recurring activities right now (and from what it seems it's something that has been pushed for more than 3 years - it's probably pretty complex to implement! - no judgment). It would be great to have the option to keep track and be able to mark as done the the recurring tasks from an external…
-
Tasks & Activities lists - separate from the deal cycle
I believe that have option to add lists for 'general' tasks that are not related to a deal or contact, etc would be a great thing to have. Currently, there is an option to create an activity that isn't 'tied' to anything but it's hard to keep track of these once you have several of those. Have the possibility to add those…
-
This is now starting to drive me crazy...
I can't get an answer from Pipedrive so I am relying on the community here. The support@ email is replying saying this channel is unavailable and to use the bot which I find completely useless. So... I must be missing something. Surely the point of a CRM is to carry a contact through to a lead, then through to a deal and…
-
Advice Needed! Aggregating information from Contacts with regards to their demands
Hello PD community, I work for an international fashion wholesale company and benefit alot from the use of Pipedrive in many ways. One thing I am missing is aggregating the demands of different clients/leads and I explain: Org A is looking for Brand ABC at a quantity of xxxx and a price of X/unit Org B also looking for…
-
Automatic Activity Creation
Hi - new user and I have the Gmail/Cal Chrome extension going. I want to be sure any activity I have with a person in an organization is tracked on the timeline of the org. When the contact and org are already created and I create it - they link. But, when a known person schedules with me, or when I schedule with an…
-
About Activities permissions
Hey. It would be very useful feature to have different permissions for activities. We work thru activities all the time and problem is that some people dont need all 37 activities what we have in total. Sales people need certain and then we have "personal" activities also for certain people. Eventlink / Petri Lehtinen
-
Product Catalog best Practices? -- SaaS
We are a SaaS company that offers both annual and monthly subscriptions as well as add-on's to our software. Does anyone have an info on best practices for product catalog in PD? Curious if we should be using variations or have each item be its own SKU etc.
-
Subscription Pricing for Products
I believe that having the option to setup your products with a subscription pricing method as an option instead of just total cost of a deal, this would be helpful when using the forcasting tool. As the Insights will be skewed with revenue if it is forecast all in one month when actually it is spread out monthly or…
-
Deal Specific Survey / Feedback
We provide B2B services on a regular basis to the same clients. I want to be able to request feedback (via a survey) for each matter that we work on with a client. On Pipedrive we store each matter in a separate Deal. Therefore, in order to prevent confusion I require several specific custom deal fields to be incorporated…
-
AI + Automation opportunities
Hi everyone! Nuno from Pipedrive's product team here :) As we explore how AI can help you better automate your work, we would love hearing from your experience. What tasks are you already using AI to automate your work, and what is the benefit? What tasks would you like to automate that you feel AI could help with, and…
-
What is the URL that allows people to unsubscribe?
Thank you for the locked URL at the bottom of the campaign newsletters - but because it's our first one we want to give everyone the opportunity to unsubscribe at the very beginning of the newsletter. How do I find this URL beffffffore sending the email out? Thank yooooou!
-
Need Workaround - Automation Emails Sent from Creator
Team, I'm using automations to send follow up emails and send out NDAs among other things. For example, for the NDA automation, I created a Separate Activity. When that activity is created, the lead gets an email with our NDA attached - it also updates some custom fields. Because I created this automation, the email comes…
-
Seeking Advice - Organizing/Naming Pipelines
Pipedrive community, I am looking for advice on best practices regarding organizing/setting up Pipelines. I am taking over leading our sales team and the previous manager was not using Pipedrive to its full capacity. We sell digital marketing services (Web Development, SEO, Social Media, Ads, Etc.). Here's our current…
-
Report Activities with long notes
Hello there, we are supporting customers over a time frame of 7-13 months. We support private customers for our business partners. A deal is the customer experience of a private customer over the given time frame. Part of the support is done with little questionnaires that are filled in in pipedrive activity notes. The…
-
Email Sharing One Way for Admins
Hi, I am an admin and want to integrate more users to pipedrive. I want to be able to have my employees emails set to sharing but I do not want them to have access to my emails. I would like to only share my emails with fellow admins.
-
Remove Pipedrive's Built in Data Fields Option
Hi, I wanted to recommend the idea of giving us the ability to remove pipedrives built in data fields. Whether it is when you want to create a deal or in the deal summary when clicked it can become a distraction. For example, my company does not use %probabilty or expected closing date as it does not rlly fit into our…
-
Sync with e-Automate
We're an imaging and IT company, looking to utilize Pipedrive to help us manage client relationships, and track leads and sales. Question: anyone else in our industry using Pipedrive? And does anyone know about syncing with e-Automate? Thank you!
-
Merged: ✅ Email Domain Authentication
This discussion has been merged.
-
🏅 Moments of success: Karolina Deak at John Charcol, UK 🇬🇧
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Karolina Deak, a sales advisor at mortgage firm John Charcol, moved from Hungary to the UK to explore new challenges. With support from her managers and…
-
🏅 Moments of success: Luis Carlos Rojas, Saleslatam México 🇲🇽
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Luis Carlos Rojas, a salesperson at digital consulting agency Saleslatam México, needed help to achieve his goals. After learning the importance of CRM, Luis…
-
Having multiple versions of 1 "product" within one deal
Hello all! I hope you can help me with this. We produce and set gravestones. In many offers we create, I give our client 2 or more options. A single option contains multiple products which I will group. Some product groups are going to be present in all of the options while 1 or 2 may vary. Do you have a best practice as…
-
How to create a reporting based on the progress of a phone call campaign ?
Hello, We are targeting several industries and I would like to create a reporting based on the progress of a phone call campaign per industry. Do you know how I can do it on Pipedrive ?
-
Is it possible to create recurring activities?
Is it possible to create recurring activities?