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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.
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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
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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…
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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…
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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?
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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.
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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
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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…
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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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Hi , how can I set in Pipedrive 2 tires deals, meaning , I am using Channel partner that will do the
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Automate create deals from ActiveCampaign to PipeDrive
We use both PipeDrive and ActiveCampaign. PipeDrive is used by sales, ActiveCampaign is used by marketing for lead generation, lead nurturing, etc. Since we have MQL (ActiveCampaign) and SQL (PipeDrive) separated, and don't want sales to interrupt our marketing activities in ActiveCampaign, we'd like to be able to…
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🧐 Question about the caller function inside Leads.
Hello guys I really like the caller function however not been able to use it in leads is a very important setback in leads. Please do not take it bad, leads have improved a lot, but at the time the use of the caller inside the leads tab is not available and I think is a strong reason why in my team we don't use it. Can you…
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Subscription Profit
Hi Team, Does anyone know if there is a way to record the cost of subscriptions in a deal and then forecast on profit as well as revenue? At the moment, I am just entering the profit into the subscription instead of revenue although it would be good to be able to track both in my forecasting. Thank you!
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Subscriptions management
Hello, Would it be possible to have a reminder few months before the last subscription cycle / before the end date ?
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Ability to set a follow-up task from Gmail?
Hello! New to Pipedrive. I can't seem to find a way to log a task FROM Gmail. Ex: I send an e-mail to a CTO and before I hit send, I want to tell it to set a task in Pipedrive for me to follow-up in a couple days. Does anything like this exist? Thanks!
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Activité
Bonjour, lorsque j'organise une activité future sur un individu qui est dans une entreprise, dans le pipeline "Affaires" il n'en tient pas compte et je suis obligé à nouveau d'organiser cette activité au niveau de l'entreprise. Comment cela se fait ?
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Automatically Geocoding Addresses
Hello! We have run into an issue that I am hoping other folks have found a solution for. We recently completed a massive import of historical customer records into Pipedrive. Thousands of Organizations we have worked with in the past. We imported addresses for all of these locations, but the import does not automatically…
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Organizing Leads activity by most recent activity/edits.
RESOLVED!! --- Our sales team has a scheduled time for cold calling on Mondays mid-day. We typically record these calls and associated notes in a shared excel spreadsheet. This way we can review as a team in our Monday afternoon sales meeting. I would like to use Pipedrive's Leads module to do this instead, but there is no…
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Changing the won time.
Hello, Does anyone know if there is a possibility to change the "won" date after a deal has been marked as won and the won time has been assigned automatically? Thank you for your help. :-)
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Asking for Advice + Product Planning + Supply Chain
We load key long-lead products into deals. Now we need a report showing the total probability-weighted count of each key product bucketed into forecasted close month. How can we get this?
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Validation by changing the phase of a deal
Hi everyone, I hope you can help me with this topic. When a sales rep changes the phase of a deal from one phase to another I would like to have a validation rule in place that checks if a specific field is filled or empty. If it is filled the phase change is possible - if the field is empty a message should be displayed…
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Problem with date extract on API, D-1
Hello, when I extract the data via the API, I have a problem with all the dates, I am in France and when I extract the dates, they are all at D-1. Example a date in pipedrive at 14-02-22 when I extract it I have 13-02-22 . did you have this kind of problem? thank you
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When on mobile, when I click a pipedrive link in slack it takes me to pipedrive in the browser.
I want it to take me to the Android app instead. How do I make this happen?
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Send Email from Template when Organization is Created or Updated and Primary Contact is created or u
All I want to do is import my spreadsheet of leads. Then have an email sent to the designated Admin Email from the import. The conditions could be Organization Created or Organization Updated with Booth Number being the field Also it could be Contact Created or Contact Updated with the field being Admin Email for the…
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Integration Active Campaign Pipedrive
I'm trying to update a field on Pipedrive every time I update a field in Active Campaign but it doesn't seem to work... Does anyone know if there are specific field types that don't work? I managed to to it the other way around using automatic imports from Pipedrive into Active Campaign. Can anyone help?
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Organizing People in SaaS Sales process
Hi, we provide a SaaS solution either directly to the customer or using sales partners. Even if we sell using a sales partner, we are in direct contact with the using customer. In one extreme case, a single person at a customer is my direct contact in one project and indirect contact (via sales partner) in another project.…
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Copy field value to new custom field
Hi. Once we win a deal I want to copy the deal value to a custom data field and automate that step. Has anyone been able to figure out how to do this? It appears I can only enter a number and have it copy a value from an existing field.
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Agents See other Agent Activities
Our agents with "regular user" accounts can see one another's Activities when they don't have the "Activity field of Assigned To is Current User" filter set. How can we prevent agents from seeing one another's Activities like we do for Contacts? Thanks!
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Would users like to be able to filter tracking opens when group emailing and follow up with more det
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Pipedrive & eCommerce - workflow tips
Hi, I'm new to Pipedrive, just getting started with replacing my a bit outdated Excel-based CRM with Pipedrive. I am also looking for other useful tools to make work with Pipedrive easeir. Especially with the focus on B2B sales. Does anyone have useful tools to recommend that work well with Pipedrive and can do some of the…