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Support || What is work-around for missing filed on Contact Sync ?
Hi Pipedrive CSO, First, i want to say that i pretty impressive with the practical design of pipedrive. I try both Cloze and PipeDrive and PipeDrive have much better UX. However i encounter the crucial flaw on Contact Sync (that i think not hard to fix in term of programming). Please guide me work -around or very nearโฆ
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๐ฝ๏ธ Webinar | Custom-fit Pipedrive to suit your businessโ needs | September 7, 2021
Register now ๐ | Tuesday, September 7th | 7am PCT / 3pm GMT Join Pipedrive pro @James Campbell and Customer Success team lead @Tonya Kilgore for a discussion and Q&A session on how to make the most of features like Custom fields, Multiple Customizable Dashboards, and Multiple Pipelines that help you to adapt Pipedrive toโฆ
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Postal Address under Person
I can neither delete this field in Pipedrive nor can I access it in Zapier to write data to this field. As a result, I have to create another Address field which I have to use to write to via Zapier.
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Mandatory category product
Hi all, is it possible to set the category of a product as required? i have the pro Plan. Thanks Andrea
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ํ์ดํ๋๋ผ์ด๋ธ ๊ฐ์ด๋: ์ฌ์ฉ์ ์ง์ ํ๋๋ก ํํฐ ๊ฒ์ํ์ฌ ์์
๋ก ๋ด๋ ค๋ฐ๊ธฐ
์ง๋ฌธ: ์ฌ์ฉ์ ์ง์ ํ๋๋ฅผ ํฌํจํ ์ธ์ฌ์ดํธ ๋ฆฌํฌํธ ์์ฑํ๋ ๋์ , ํด๋น ๊ฑฐ๋๋ง ์์
๋ก ๋ด๋ ค๋ฐ๊ธฐ ํ๋ ค๋ฉด ์ด๋ป๊ฒ ํ๋์. ๋ต๋ณ ์ฌ์ฉ์ ์ง์ ํ๋์ ์ ๊ทผํ๋ ์ธ์ฌ์ดํธ ๋ฆฌํฌํธ๋ ํ๋กํ์
๋ ํ๋์์๋ง ๊ฐ๋ฅํฉ๋๋ค. (์ด ๋ฌธ์ ์ฐธ๊ณ ํ์ธ์.) ํ๋กํ์
๋ ํ๋์ผ๋ก ์
๊ทธ๋ ์ด๋ ํ๋ ๋์ , ์ฌ์ฉ์ ์ง์ ํ๋๊ฐ์ ๋ฐ๋ผ ๊ฑฐ๋๋ฅผ ํํฐ๋งํด์ ์์
ํ์ผ๋ก ๋ด๋ ค๋ฐ์ผ๋ ค๋ฉด ๋ค์๊ณผ ๊ฐ์ด ์งํํ์ธ์. * ์ํ๋ ํํฐ ์์ฑ * ํด๋น ํํฐ๋ฅผ ํ์ดํ๋๋ผ์ด๋ธ '๋ชฉ๋ก ๋ทฐ'์์ ์คํ * ํํฐ ๊ฒฐ๊ณผ๋ฅผ ์์
ํ์ผ๋ก ๋ด๋ณด๋ด๊ธฐ ์์ธ์์ ์๋ฅผ ๋ค์ด. 'membership' ์ด๋ผ๋ ์ฌ์ฉ์ ์ง์ ํ๋๋ฅผ ์์ฑํ์ฌ ๋ค์๊ณผ ๊ฐ์ ๊ฐ์คโฆ
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Automated calculations using field-values in email templates?
It would be a great feature to make it possible to create automated calculations using field-values from the deal in the email templates. In this way we can faster and safer send out offers to ours customers - saving time and minimizing risk of errors! :D
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Separate name field in web forms into "first name" and "last name"
Hello, I'm trying to make web forms, but I don't see my fields for a person's "first name" and "last name", it is only showing me "name". We would like to have it separated because sometimes it creates funny names with our database, for example, when a person types two first names it doesn't split them correctly. Thanks
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Utilizing Pipedrive as a customer CRM
I am new to Pipedrive and am wondering how it works as a complete customer CRM. I would like to go into a "Clients Account" and view all interactions / deals in one account and manage the client relationship. The only thing I can find is to manage the client relationships by deal versus having one CRM account. Am I missingโฆ
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Custom Fields with Secondary Drop Down Options
Hi All, Does anyone know of a solution to create multiple layers of single select options in the custom fields. e.g. I select "Outbound Marketing" in a Custom field called Source. Once I select this a second custom field called Secondary Source gives me the choice of Email, Linkedin, Cold Call, etc. But if I select aโฆ
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Filter on company , see turnover belonging to this company's
@Mike van der Valk could you please get back to me on the following. As you can see in the image below i have made a filter field names Oude Klant. Hereby i can filter to see witch costumers belonged to my collegae and are now linked to my name. I can't find the option in PipeDrive to see the turnover that belonged to thisโฆ
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Duplicates & Custom Fields
Hi, can you help me? I'm a life Insurance agent. I have upload 8k of my contacts ( husband & wife ) in my Contact in Pipedrive? [ https://scrnli.com/5cHi18e1EtskmU ] Now I have over 12k in contacts I don'tย know what to do? Also, I would like theย Full name Instead of the contact and not the First Name / Last Name Spilt. [โฆ
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Omzet cijfers van een specifieke groep klanten willen inzien, hoe doe je dat?
Goede middag, Al enige tijd gebruiker van PipeDrive. Maar nu vanuit nieuwe rol opzoek naar nog meer data. Vraagstuk: ik wil van een groep klanten hun omzet zien. Waar kan ik dit in PipeDrive vinden. Vervolg stap is dat ik de omzetten van 2020 met 2021 wil vergelijk en zo groei-krimp wil laten zien. Deze groep klantenโฆ
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Suggestion: New Data Field of a Button
An option to add a data field of a button where we can insert a link using dynamic fields behind it.
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Property cards in Pipedrive?! (Real Estate)
Hi Pipedrivers, I received this pro-tip on the side. Now am I completely missing something here?! Where are the property cards at? I only have organisations, people, deals and products? N
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New Default Fields for contacts
Hi @Manuel Oliveira Today iโve noticed that Pipedrive added new Person Default Fieldsโฆ (ofcourse after a dozen phone calls from my sales reps asking "why did you do that?" - had to do some explaining there that it wasn't me ;-) ) I know that adding those (and aspecialy as Default) had some deeper meaning, but it would beโฆ
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How to integrate a DSGVO (GDPR) checkbox into a "leadbooster" webform?
How can one add a check-box for EU data security compliance to the "Leadbooster" Wobforms? I can not find the option. Example below including the needed embebed link to data statement.
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Tracking zoom attendee lists in PD in a custom field
Hi PD Community, We run learning sessions where our members can register for a learning session with other members of our community. We ask that attendees register, and from there we track which learning session they attend. It helps to understand which sessions are most useful for them, what they find interesting andโฆ
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Add custom fields to products within deals
Hi! I would like to add a custom field to a product within deals (per deal). Is that possible? Or anyone that found a workaround?
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New: Create cards, lists and boards in Trello from Pipedrive using Workflow Automation โ๏ธ ๐
What? Weโve made some major updates in the Pipedrive Trello integration to streamline your work processes within both tools: * Create cards, lists and boards in Trello from Pipedrive using Workflow Automation * Use Trello-related templates in Pipedrive Workflow Automation * Choose which Pipedrive fields to display underโฆ
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Would it be helpful if there was an option in 'Filters' to 'Select All' or 'Unselect All'? This way
Would it be helpful if there was an option in 'Filters' to 'Select All' or 'Unselect All'? This way you can build a filter that can be customized without have to add or remove conditions...
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Standard unit in Pipelines
Hello there, We are a human services company and we don't mesure the sales in euros or any devise but in "Working Days". We created the unit in the pipedrive settings but in the pipelines i can't change the standard unit into "Working days", it's still euros. How can i do that ? :)
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How to list PEOPLE associated with an Organizational search ...
We do not enter email addresses for organizations, only people. How can I do an "organization" type search or filter in PD and have it show me PEOPLE associated with those organizations? Example: We have a custom field for ORGANIZATIONS that denotes them as a new account. I would like to send a bulk email to those PEOPLE.โฆ
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Done activities on Bussiness opportunity card
Hi there!, I wrote with question about function that used to be available about 1-1,5 year ago and it turned out that it doesn't work. Activities that sticked to each Business Opportunity Card: they are planned for each day, and we ticked them as done. Previous: we planned acitivity 10.June, we done it that day, but weโฆ
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Volume pricing
Hi, I have a sales model that uses Volume Pricing eg 1 item costs $100; 20 items cost $90 each; 50 items cost $80 each, which makes quoting currently a very manual process. The usual way recomended to handle this is to create a separate product for each price level. Now, this would work nicely if I only had a few products,โฆ
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Multiple Deals Linked to a Head Contract
Hello, I was wondering if anyone has any experience with having a Multiple Deals Relevant to a Single Head Contract. For example we have a tender where there are 3 different locations (essentially seperate deals, as each location has a different value), but ideally we would have them all linked to a main head contract dealโฆ
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Turn Pipedrive list view into a Asana spreadsheet.
Hi all, We are working on www.touchapp.co to make Pipedrive workflows as fast as possible. Soon we are releasing the dynamic edit mode which turns Pipedrive deal or activity view into a dynamic spreadsheet. You can then tab and make edits to fields never having to point and click just like Asana. If anyone is interested inโฆ
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Keep old information in contacts
Hey there ! How do you keep information such as previous position & organization in Pipedrive for contacts? Thank you โบ๏ธ
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Multiple locations to one organisation
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an ideaโฆ
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How does Won Time account for timezones?
Hello, We have salespeople in both North America and Europe. When they mark a deal as Won, is the Won Time marked based on their timezone? For example, a European salesperson may mark a deal as Won at 1:00am on Wednesday, but to me it would be technically Won on Tuesday. How is this accounted for in Pipedrive? Thanks!
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Customizing "standard data fields"
Can one change standard data fields, for example the Status field pre-set options? Under Customize data fields, it is not possible.