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Proofreading and chosing email templates before sending
Hello, Is there a way to have an intermediate stage in the mail sending automation in which we could proofread and/or chose between different models of mail? Thanks in advance
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Slack Channel Messages and Automations
Hi, I am trying to update a slack channel when a deal moves along our pipeline. This works fine if I am an owner, but not if anyone else does it. And yes, I have set it to be triggered by any user. Seems like a bug to me? Nothing wrong with the automation as it works when I do it... and the other standard automations like…
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Intégration des produits par excel
Bonjour à vous, Il existe dans Pipedrive les produits qui permettent de constituer une sorte de base article permettant de valoriser plus finement une offre. Ces produits peuvent aussi s'intégrer dans une offre panadadoc pour faire automatiquement une proposition commerciale qui aura été construite en amont dans Pipedrive.…
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unauthorized response to my question/post
Hello all, I posted a question regarding open-Api and FD integration a couple days ago and I saw that I got a reply from a person representing a company in the UK that also posted the company's website on his reply. Apart from the fact that this is marketing answer and not a community-sort of- answer this link to the…
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Newbie (not a sales person!) trying to understand Deals for political action
I am a new user of PipeDrive, and I'm trying to use it -- not for selling exactly -- but for laying the groundwork for a political campaign. This includes asking for donations, emailing a regular newsletter, building relationships, getting people to take actions, etc. I am really struggling to figure out how to map "deals"…
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Insights: Pipeline Report Changed Order of Categories
Hi Pipedrive team. For months I had a pipeline report that ordered the results appropriately (won on bottom, lost in middle, open on top). The other day it randomly flipped the order and it makes the report much harder to understand (see image). Is there a way to get these back in their original order so it makes more…
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Run one time Workflow automation
Is there a way to create a workflow automation and run it immediately? I am looking to batch duplicate many deals to prepare renewals for next season. Can I create a workflow that will duplicate those deals and run it?
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Google Analytics goal trigger for Pipedrive form entries
We have switched our own webforms out for Pipedrive forms. The experience has been great: easy to setup and much less spam now. However, we seem to have lost the ability to register a Google Analytics Goal when someone fills out a form. Does anyone have an approach/solution for this, or would this be a genuine feature…
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I want to add live chat transcript on my Pipedrive
Hi, there! I want to integrate live chat into my Pipedrive. I want to get a live chat transcript on Pipedrive. I also trying to create a new custom field for the live chat transcript But I can't configure it. I can't show here live chat transcript field. Can anyone help me, please?
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Conversion / Call activity report
Hi everyone, Is it possible to create a dashboard where see those deals won who have had some call activity? Im currently using cloudtalk. Regards
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Need suggestions for cleaning up Pipedrive.
I am looking for a way to clean up our current Pipedrive instance to reduce a bunch of unnecessary clutter. The issue we are facing is the original process setup at our company was for the sales team to run a deal through their pipeline. When the sales team was done they would create a new deal for the accounting…
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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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daily average of activities in data studio
Hello. I am currently working with data studio to see my statistics from my pipedrive CRM. However, there is a metric that until now I have not been able to formulate. My advisers carry out a number of activities on a daily basis. However, I am interested in knowing, according to the days that have elapsed in the month,…
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Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow a
Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow automation of an email to be sent out to the customer. However we are concerned that human error, may mean that a customer might be dragged to the wrong stage, and therefore receive and email they shouldn't. Has anyone found a…
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Question Regarding Workflow Automation.
Who can help me here. I have set up a WA in the following. Deal = Won -> duplicate exicsing deal -> Update deal: Set expected close date " 1 year " There are some other things that the WA must do but that is less relevant for now. The issue: It executes correctly on every request EXCEPT for the expected close date. That…
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How do I recover deleted activities?
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
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Importing contact issue
I am trying to import a contact list but when I select the '...' on the left hand side there is only the option to export. How can I change this?
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Native Pipedrive multi-step web forms
Anyone know if there are plans for Pipedrive to offer native support for multi-step web forms?
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Email synchronization interval
Hi, we are syncing one folder from the M365 inbox and we want to know how long is interval for syncing new items. If we move item in Outlook to this folder is often very slow. Thanks Lukas
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How do I import database deals and products connected
Hi, My name is Caleb, I was trying to import a database with columns representing the Product ID for each deal, but went I conclude the process, there is not information about products in the deals imported.
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Looking Pipeline funnel for graphic design studio
Hello I'm running a graphic design studio, I'm looking for an example of pipeline funnel that could help us to understand better how to shape ours. Would be welcomed any suggestion. Thanks.
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Who has used OneDrive to share and send/email files through PipeDrive?
Does each person need a unique OneDrive account, or can we setup a single OneDrive account that each PipeDrive user from our company can share/access?
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Counting number of files per deal
Hello - hopefully this question is clear. I am trying to get a count of # of attached files per deal. Is there a way to view this in Pipedrive? (i.e. Deal 123 has 3 attached files) Thank you!
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Has anyone worked out how to turn off the hot keys?
I use Win+L or CTRL+ALT+a number to do regular tasks. If you are in pipedrive it also gets that to do things. It'd be easier to turn these off
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Lead name
Does anyone know how a lead gets its name if the person has a generic email? I have, for instance, "Idk deal" or "freelancer deal" (in our sign up form we do not have this option in Positions). Thanks, any insights would be helpful.
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How to run reports on Contacts Module.
Hello Team- Hope you are safe and well. We are using the contacts module to track the leads who register for our free trial . We then enrich the contact with lead source and medium. I'm looking to run reports (insights) on contacts module by sources/medium but unable to find filters which allows us to do that. Any…
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Is Pipedrive down?
Wondering if PD is down or if there is something wrong with my local machine....