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I wanted to check in with the team to let you know that campaigns are not working at the moment.
I'm getting errors at the moment and wanted to check in to see if there was anything I can do to share my campaign.
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Other deal buttons than WON or LOST
When you have a separate pipeline for WON deals (duplicated after won) e.g. for the projects that result out of the won deals I would love to END those after everythings has been completed. So I don't want to delete those deals but END them. Is there a way or a workaround? #asking for advice # seeking help# new…
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Fire a task to a deal owner when a previous task has been completed.
I want to set an activity 'to-do' task for a deal owner once another task has been completed, but you can't seem to get 'deal owner' information to assign a task to the correct person. I can't seem to do this. I currently have to set both tasks at same time (can have different timescales). but task 2. is dependent on task…
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Transferring calls from laptop to phone issue?
I recently started using Pipedrive at my organization and so far seem to get used to it. One thing I enjoyed was calling clients from Pipedrive on my laptop and transferring it to my phone. It was working fine and then suddenly for the last week or so it stopped calling. The laptop version would mention redial and shows…
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Deals List - Export Data
I am not seeing a way to add a column for "Parent Organization" to my deals list. Does anyone know if this is possible? It would be extremely valuable to my business if we could export a deals list with the option of seeing parent organizations information. I don't think this would be that difficult of an option to add to…
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Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
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distribuidor implementador en argentina
estoy buscando para dos clientes mios un crm con manejo de oportunidades, reclamos, atencion al cliente, en uno necesito integracion con collab en el otro es mas sencillo. como encuentro partners de pipedrive en argentina?
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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.