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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…
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Manually changing 'Last Stage Change' date
Hi, we have recently updated a lot of old deals for the purpose of using pipedrive for reporting. Because we moved a historical deal to the final stage of the pipeline it's showing as moved into that stage in May 2021. In reality, this was an old deal that was completed in 2020. My question: is there a way to manually…
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Multiple pipelines tracking
Hi everyone, We are using 2 different pipelines for our outbound efforts: * SDR Pipeline * AE Pipeline We would like to track the duration from when a lead arrives as a new lead in the SDR PIpeline until the lead is closed in the AE pipeline (and all the stages in between). Apparently, this feature doesn't exist yet. Would…
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Microsoft Teams (Native) Calendar Login Info Appears Different Than Pipedrive's (Please Fix)
Hello, Hope all's well! May we please have your assistance? Please see below screenshot comparison of what it looks like to the client when they click on their calendar to attend a Microsoft Teams meeting when the invite is sent via the native app (figure A) vs. through Pipedrive (figure B) . This is a major concern to us.…
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HELP - managing one company in more countries?!
Hi all! 😊 Does any of you have experience in managing one company in different countries in pipedrive? If so, is it possible to keep everthing under one pipedrive "company" or is it better to have one "company" in pipedrive for each country? I see pros and cons for both? My case right now: I have the a Danish company and…
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SENDING letters
I need to send a mail merge every week with different data. When I try to export the data it doesn't pull through the whole of the address.. On looking it seems that the GOOGLE address is incomplete. How TO FIX please how3 do i get the address to appear on separate lines?
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When using the Propose Time, I've seen the available hours does not take into account my current eve
When using the Propose Time, I've seen the available hours does not take into account my current events in the calendar. So for example, if I book a demo with a client through a phone call at 10am Friday directly on my calendar, clients can still book with me at that time trough the Propose Time link. It would be nice if…
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Is your pipedrive working today?
We are unable to log in and connect?
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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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Deals and Pipeline set up for Saas Subscription products
Our SaaS product is sold on a Marketplace, each trial and sold licenses is converted into a deal in Pipedrive. I'm looking for advice on how to handle the deal once it is lost (ie: the trial is not converted into a sale, a subscription is not renewed...). Do you leave the deal in the Pipeline? Did you add a special lane? I…
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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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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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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?