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Can Workflow automations include both deal and contact fields?
Deal stage changes. Email template is triggered, based on which template was previously sent to the contact. (contact field,NOT deal field) Once workflow automation is completed, contact field is updated to reflect the most recent email they received. Goal is to send unique emails regardless of the number of deals a…
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Product related custom field when adding product to a deal
Hi guys, I am considering Pipedrive for my media company but I don't think it can answer a specific need: I need to add a specific product to a deal but need to be able to set a parameter for that specific product when adding it. For example: I have a product called Full Page. When adding the Full page product to a deal I…
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workflow automation should send an email in 11 months
@Inês Batata Does anyone have know how to setup a automation when a deal is won a email should be sent out the deal contact in 11 months to follow up?
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Activities functionality and sharing capabilities limitations??
I was just informed by Pipedrive support that if I create a task in activities I cannot add someone in the organization to it - I can either assign it to them and to them alone or add them under "Add Guests" and to do that I need to create a user as a contact in the system. OK, very odd that multiple people cannot be on…
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Can I lock an assigned task to a member so they can't move the completion date?
If a task deadline can be changed how can the effectiveness of a member be measured.
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massimiliano Ferranti
Can I configure multiple Email accounts?
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Looking for a Pipedrive specialist
Looking to engage with a Pipedrive specialist to setup deal card automations between different pipelines and capture the right data for reporting. We are a SaaS company located in Sydney, Australia and need to capture the right MRR, ARR & TCV on each customer. This would be a paid contract for the project. Thanks in…
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Creating a set of activities all at once for a single DEAL (follow-up cadence)
We follow up on deals at predetermined times - e.g., 1, 3, 5, 7 days. I don't see an option other than adding a single activity at a time. How do others deal with scheduling several follow ups on a deal all at once, with the same sequence? (I'm thinking we'd prefer "attaching" the follow up sequence to a deal over a person…
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Can you migrate / import a set of activities to a single DEAL all at once (as in reminders to follow
We often do a certain # of follow ups when someone inquires about our services. Would these migrate / import for whatever dates we have set for the future? If importing via spreadsheet, would I need the Deal ID, and then Activity 1, Activity 2, Activity 3, etc. columns? Thank you.
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Is it possible to convert a batch of leads to deals
Dear all, I have imported a large list of leads. I now would like to convert these leads to to deals. Obviously I can do this one by one but I am looking for a smart way in which I can select all my leads and then convert them into deals... Any suggestions on how I can do this? Kr, Marc
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What is the best way for us to implement this so we can view reports? Need to track a few important
Hello, We are switching over to Pipedrive from Copper and want to see what is the best way for us to setup the system for the following. We are a small business focused on generator sales and service. We sell to homeowners, builders, contractors, and we also export. The following is what I want to track * The amount of…
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There are anything more that I can do?
I am trying the firsts tests with Pipedrive API. This works inside Pipedrive testbed, but I have authentication problems when I try the same thing with external Postman application. { "success": false, "error": "unauthorized access", "errorCode": 401 } But I've already verified the API key and custom domain. There are…
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Add time (Hours) to a Deal
Hi there, I know you can add revenue to a Deal and this is reported in Insights - which is amazing and simple. But is there a way to add time (hours) to a Deal to go through a particular pipeline? My business has a maximum capacity on the number of clients it can service to ensure that there is time to meet their service…
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Concerning pipe drive activity status change in second account
Hello we are using pipe drive on two accounts for me and my father, on my account when I change my activity from done or make date up to next week it changes from red to grey or green instantly where in my father account it does not change so and he have to refresh each case separately to see change in activity, basically…
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Is it possible to duplicate the Pipedrive my company has created?
Does anyone know if it is possible to simply duplicate Pipedrive with all the automations, stages and everything?
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importing the incoming leads automatically to leads inbox
Hi. I really appreciate somebody being able to help me with this: My leads are coming to my email address sync with my pipedrive account. (The example I received any leads from LEADS@LEADS.COM that contains the lead information such as Email, contact person) Is it possible for pipdrive without any help from any third party…
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Dúvidas ao arrastar as etiquetas de cliente (gerenciamento de dados)
Boa tarde pessoal, alguém pode me informar se quando arrasto a etiqueta de um cliente do primeiro estágio do funil diretamente para o terceiro estágio, o pipe contabiliza que passou pelo segundo estágio? Ou preciso ir para o estágio dois e depois para passar para o terceiro para ser contabilizado o segundo estágio?
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Eloqua integration
Hi, did anyone in the pipedrive community ever try or succeed integrating Oracle Eloqua into Pipdrive, i.e. moving qualified leads from Eloqua into PD? Thanks for any advice on this!
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Need to centre my webform
I have a webform on my website but it's not centred how can I bring it to the centre? https://www.akivaprojects.com/contactus
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Rundmailing an bestimmte Zielgruppe möglich?
Sehr geehrte Damen und Herren, wir möchten über Pipedrive Rundmailing-Kampagnen durchführen. Das heißt, wir wollen mehrere Kontakte auswählen können und denen die gleiche Mail zusenden. Vom Ablauf her also wie bei Newslettern, man hat für einen entsprechenden Newsletter eine besondere Zielgruppe an Personen und schickt…
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Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do
Hello, Is here anyone who is in sale for construction equipment/ automotive sales? i wish to ask do you use website for advertasing or just bigest portals? if so how you get the leads. Are there any from your website or from main portals? My expierance is that works big portals and personal connections, i find that having…
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Email Campaigns Launch Date?
Hi All, I saw an article recently that talked about Pipedrive adding campaigns. When will this be going live? I can't see this anywhere. I'm new to Pipedrive and use Mailchimp but want to create a new campaign. I'm duplicating my work if i create it in Mailchimp and then have to re-do in a weeks time for Pipedrive. Can…
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Delete uncompleted "To Do" Activities in Pipeline Stage
Hi Pipedrivers I am trying to build a workflow that has a number of follow up activities in a particular stage and an activity to be completed once we have spoken with the client. For example: * Follow Up Call 1 (Day 1) * Follow Up Email 2 (Day 2) * Follow Up Call (Day 4) * Good to Chat Email Sometimes we will get to chat…
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Geographical Report
How do I create a Report geographically in Insights Section ? There is no Address in drop down of Deal category. Please guide.
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Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
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Filter field selection question- unable to select needed fields.
I am trying to create a filter, but it does not look like I am able to select the fields I need. I am trying to create a report that shows me the quoted price (custom field) for shipping- I am able to select the column for the qty, but there is no selection for the product name or number. I have come across the problem of…
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Data Import - Primary Key
Hello everyone, I have just acquired a pipedrive account. I have just finished preparing my People, and Organization data. How should I proceed for the import? First the people or the organizations? Or the other way around? Both data sets have a common key, which is an organization code that I defined myself. If a person…
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search_for_related_items does not return leads
I'm trying to search all people and related leads by email. GET /itemSearch { term: "test@acme.com", item_types: ['person', 'lead'], fields: 'email', search_for_related_items: true }); Searching for a "lead" item type will return only lead that is not attached to a person. But by using search_for_related_items I should get…
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Insights help: revenue by activation, not close date
Hi, I'm trying to look at my weighted revenue pipeline and can't seem to find a way to show it based on distribution; I can only seem to see it based on expected close date and the whole deal value is added to that month. For context: I run a media company and a deal might be $10,000 per month for 6 months actualising…