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Tracking Events Attended
Hey all, we run different events and want to be able to search / filter people depending on events that they have attended. We have been using a custom field (multiple options) to track when people attend our events (which has worked great for tracking, filtering and searching who has attended different events). But, we…
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Hi, I'm new to Pipedrive. Does anyone know what is the best plugin to manage a LinkedIn outreach cam
Hi, I'm new to Pipedrive. Does anyone know what is the best plugin to manage a LinkedIn outreach campaign through PD?
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Any recruitment people working in Pipedrive
Hey guys, My name is Coen from the Netherlands. Right now we are integrating everything in Pipedrive for our recruitment agency. However, we are still figuring out the best practices to implement everything in our company. So, are there any other recruiters here who have some tips regarding the funnels, integrations and…
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Looking for professional consultant to assist with setting up Insight and Dashboard from my company.
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Categoria prodotto
Ciao a tutti, sto utilizzando pipedrive Pro (trial) e sto cercando di impostare la categoria di un prodotto come required, ma non ci riesco. E' possibile in fase di inserimento di un prodotto impostarla come obbligatoria e non far proseguire se non la si inserisce? Grazie mille a tutti Andrea
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Do you know what a Pipedrive CSM does?
Hi Pipedriver Have you ever wondered who are those magical creatures called Customer Success Managers? What do they do? And how can you catch one for yourself? A Customer Success Manager is a person who is dedicated to helping you have a successful journey with Pipedrive. Here are some main things that they focus on: Helps…
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Extended Trail period and Browser issues.
14 day trials is really not enough for an organisation who is new to CRM in general and when the first attempt is in sales and partner enablement. So my question is how or can the trail be extended for a more reasonable time say 3 months to allow for the processes to completely follow through. Also on my trail version I…
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Product reports
It would be nice to have an Insight that displays how many products I've sold and for what price (so I could see how much money I've made by selling apples and bananas this year, etc.)
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Different Automations for deals in different localities
Hi, We have a Contact Forms 7 form on our WordPress site with CF7 Pipedrive Integration. When a lead submits the form, the integration creates a deal in Pipedrive, and the prospect gets an email. We'd like to have one email go to international leads and a different email going to leads in the United States. Is there a good…
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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,…
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Setting up new account - users have different email addresses
Hi, I will be setting up new pipedrive account for different company. Can there be users, that have different emails or it has to have same domain email?
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Setting up a pipe for Account Management
Hey All! I work in sales and account management for a small marketing agency in Kansas City. I love Pipedrive as a sales CRM, but does anyone have any tips for setting up a pipe to manage current clients? I've set up a pipeline, but it doesn't quite flow how I would like. Any tips, tricks, or extensions would be…
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Does my VOIP from MS Teams work with the caller?
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How to show or hide Pipedrive data fields per pipeline
I often get asked if you can show/hide fields on certain pipelines or at certain stages. While you technically can't disable a field from showing on a particular pipeline, there is a workaround we can use. Set all your data fields to NOT display in the details view. Then go through each field and customise the…
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Activity log
Hi, I'm trying to identify why an organisation on a few deals has changed from one company to another. Is there anywhere where I can see a log of who has accessed Pipedrive and, more specifically, what they have done?
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Group or Bulk Email with Filter
Can you create a filtered list of deals and send a bulk email out? E.g. all deals in NZ
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Is there a way to save a customer's card on file?
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Delete import after 48 hours
how can i delete an import after 48 hours? we're new here on Pipedrive Thanks
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How do I create multiple new deal for a list, at once, instead of doing it one by one?
Hi... I uploaded data of 100 companies... i want to place all them at the begining of th pipeline, a new deal, so, it's easoer to visualize. Is there a way of adding all them at once, or do i have to it one by one? Thank you
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Merging two spreadsheets within Pipedrive
How to combine an existing database in Pipedrive with new information associated with a lead, through a new spreadsheet. Hi to all Pipedrivers, I am quite new to the Pipedrive systems and subsequentially have a few questions on the functionality of data and merging/ linking data within Pipedrive of existing leads. I have…
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Uploading data sets via spreadsheets.
My problem with multiple rows of the same item categorization!!!! Hey, I hope I am able to find some helpful answers here. The problem I am running into is more in regards to visibility & functionality. * If I import a data spreadsheet, where I have multiple rows of the Phone numbers, Landline, and Cellphone numbers…
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Email hygiene in pipedrive
Hi, I have set up email synchronisation in pipedrive and I like the way it allocates emails to accounts. However, there are also a lot of dross emails that get synched and I find myself spending quite bit of time deleting emails from my pipedrive synch account. Any tip son making this a bit more efficient and elegant? for…
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Email & Subject intergration
Hi! Today I thought that it would be an amazing feature it when you went to send an email out of pipedrive the subject of that email would automatically fill with the title of the deal. I have no idea if its possible but it would be an amazing time saver if possible.
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Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment I appreciate any feedback and comments.
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Can not contact to Pipedrive's support team
I'd like to talk with Pipedrive's support team and once I clicked "Talk to us", nothing happens. Please help
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Même offre pour plusieurs pipelines
Bonjour, Je m'explique, j'aimerais associé la même offre a 2 pipelines différents. Dans un premier temps, l'offre est créer dans mon pipeline COMMERCIAL puis dans un seconde temps j'aimerais qu'elle apparaissent dans mon pipeline CHEF DE PROJET tout en restant dans le pipeline COMMERCIAL. Le but étant au d'avoir un suivi…
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This little tip just saved me from punting Pipedrive.
If you are syncing your emails and frustrated by the noise in your inbox, then you were like me. The lack of custom filters defines frustration. Then Stacey in support showed me this feature that is probably not used enough. I took a course on gmail and was converted to a believer of inbox zero. Lots and lots of filters…
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About feautures
Hello. I would like to know if in Pipedrive I can find some functionalities that I need and what other similar platforms have: Notification of the opening of email messages sent from the platform Screenshot Recording video clips Preparation of Budget Proposals