Help / Seeking Advice

Workflow / Dates / Notes
Hey there, we have a custom field that uses the date range that we use to see how long a customers subscription is valid for. We also have a workflow that automatically creates a new deal and a note in that deal that is supposed to tell us the end date of that last subscription. Somehow this doesn't work and instead of…
Best Form Options to pull in fields within platform
Need recommendation of best form product to use that will pull in fields within the platform?
Activities Marked As "Done" In Bulk - Not Showing On Report
I had 10 activities set-up for today. The activity was to send an email. I filtered the people to the appropriate 10, and then 1) Selected all and "Send Email to Group", and then 2) Selected all and bulk edited the task to be marked as Done. However, when I look on my Report for activities for Today with the status of…
Pipedrive x Productboard
Hi! Does anyone use Productboard? I am looking for ideas how I can transfer customer feedback from Productboard to Pipedrive Thanks!
campigns feature i worthless
We want to send prospects an email but Pipedrive requires some arbitrary consent, we have validated our emails with zero bounce, and sent emails using other services, but that is not good enough. How can we know if a prospect consents if we can't send them an email from Pipedrive in the first place? This is impossibly…
Syncing contacts with Outlook 365
The contact synchronization with Outlook 365 does work fairly well, but there are 2 main issues that we are encountering: * The synchronization does populate the expected outlook contact fields (Last name, First name, address, email, phone, etc.). Except that the Outlook contact field "File as" stays blank. Therefore, the…
DEPENDING FIELDS
Hi folks, any tip to manage "depending" fields? I left some examples which can show what I need, I hope someone can get with the solution, which I couldn't find in the marketplace. in example: field1 (pick list one option) = COUNTRY (list of countries) and field2 (pick list one option) =CITY(list of cities), if I select a…
Voice message transcribing, plus marketing tracking to Pipedrive
Hi :) hopefully, someone can help me. I am planning on using Pipedrive as my CRM. I operate a RE investing business and we send out mailers and on the mailer would be a reference code and a number that the owner could call. The owner would be prompted to leave information about their property and then that information…
Any suggestions on what apps can we use to auto populate company/people fields in Pipedrive?
We have 60000+ contacts in it gets hard to have everything updated
Pipedrive KPIs
I am new to Pipedrive. I’m infested in KPIs others are using that are easy for reps to log, managers to track, but most importantly drive great results. Thanks In advance!
Split screen
Hi folks! I I put a huge amount of work into setting up Pipedrive only to find when I start using it live that the email interface seems crude and unworkable. Gmail and Mac Mail and Outlook havr had various split screens for decades. Is there no way to get a screen in Pipedrive where the message headers are listed on the…
Automated email not showing up in contacts done timeline
Hi all, I hope you guys can help me out. My company sends automatic emails when we add a contact. The contact does receive the email, but the sent email is not showing up in the contact's done timeline. What is going wrong here? Thanx in advance, Rico.
contact to prospect
Hello, i'm trying to access a prospect view from the contact view. We can't do it natively in pipedrive. does someone have a tips about it ? Have a great day,
Automation conditions limited to two conditions
Hi, Why can you only combine two different AND or OR conditions in workflow automations? That seems like a very strict and random limitation to me.
How do I add a second company to pipedrive??
I am trying to find the option to add a second company to my pipedriveaccount but cant seem to find it. Is it a disabled option?
Web Form custom fields values translatable
Hello! Can we have custom field values in multiple languages that we could use in a form that exists in two languages? Example: a custom field name "Activity area" would have a list of possible values and each value would have an English and French translation used in a form available in both languages. So we could have…
Currency converter when product added
Hi Team, for example I have a few products in USD. My default currency is € How to make proces like below when I’m creating deal: * I put Item Item 1 what is in USD. * system is change value in real time from USD to €. * item 1 is put in deal in € It is useful when I’m reseller of global prosucts. I have to show always…
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images
How are you entering notes into Pipedrive during a videoconference? Notes? Activity Notes? Images show the options I've found on my own . . .the Notes fields are so small . . . any way to hide the sidebar and other stuff so that we can see a bigger Notes field? (the 3rd pic is an RTF file I'm actually using to take notes…
"Mentions" notifications sent to SLACK?
Is there a way to send "mentions" in comments and receive the notifications in SLACK? If it is not possible inside Pipedrive, what could be a walkaround using ZAPIER for example.
Quickbooks Integration-Would love to learn from others
I am trying to "sell" to our finance office why there's value in integrating our Quickbooks with PIpedrive but would love to talk to some people who have this integration setup. One of our biggest pain points is Sales Reps and Account Managers not knowing if invoices have been sent/paid so there's a lot of back and forth…
When I change label, create new deal - not working (workflow automation)
Pls could somebody to help me with this?
Zappier, Team Up Calendar & Pipedrive Integration's
Hello, Looking for some advice, I am wanting to integrate our 3rd party calendar Team up with Pipedrive, however I want the information to only be added once the deal has been put into the 'Won' stage. I can't seem to a 'trigger' that matches this.
Pre-scheduling email campaigns
Hi, is this functionality available? I can only see a SEND button which does not have any further functionality to selected date, time zone, time when I would like to send campaigns out? #askingforadvice #Pipedrivecampaigns
Cleaning Imported Data
We recently moved to Pipedrive from another CRM. We imported our historical data and are wanting to clean it up or otherwise filter the "older" data so as to get our more current reporting accurate. For example, all of the Deals were created on the date of import, and thus the Deal Duration is miscalculating. Is there a…
Has anyone set a customer dashboard in Pipedrive?
Hi, I manage several client accounts and we can often have multiple deals in different pipeline stages. Some clients might have over 10 deals with with hundreds of products in each deal. I want to be able to set up a dashboard by Customer where I can see the following in one view rather than keep scrolling down the page…
Pipedrive - Outlook Contact Sync Issue
Does anyone else have issues with Pipedrive staying in sync with Microsoft Outlook Contacts, via 2-way sync? I've tried to work with Pipedrive on this multiple times and yet the issues persist and I have to resync my entire contact list. Is anyone aware of other options that might work?
Adding automatic GPS coordinates
it will be very helpful to add feature that could based on GPS system from phone automatically fill such data in pipedrive. This is a great value while converting lead from PD to CRM and logistic system, as sometimes addresses are not very precise (or there is a typo done), while GPS is.
Email campaign
I would like to be able to send a bulk email to all participants on a selected number of deals. How do I get all participants to show up on the people screen
Leads through to Deal tracking
Hi folks, When a lead comes through I label them with the nature of enquiry, however, when it becomes qualified and moves to a deal, these labels are lost which really isn't ideal because I can't track the nature of enquiry through to conversion. Is there a way of the lead labels carrying through to info on the deal? I…
Workflow Automatation question: Is there the possibility of scheduling a email/call/activity in the
I´m trying to find the way to send an email 12 hours after changing the stage of my lead. I could only create a mechanism to send an email in the same moment I change the stage of my lead... Anyone knows how to do this?

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