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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....
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Is this normal??
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Unleashed API
HI There, I'm trying to integrate my Pipedrive with Unleashed. They have an API available but their support team came back with the below. I'm not sure how to go about this. Any help would be greatly appreciated. Thanks
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Multiple Emails for single activity
New to Pipedrive. Any idea when I create a new activity that I receive multiple email notifications for a single activity? In this case, the activity was created manually, not through Workflow Automation.
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Integration
Does anyone have any experience integrating Pipedrive with Sage Intacct?
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Webform Redirection to Thank-you Page
Hi All, Please let me know if it is possible to redirect webform submission to the thank-you page?
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Changing my username ( email in Pipedrive)
I use my email as my username. I need to change my username, and then I want the new email to sync with Pipedrive. Please advise
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I want to create a trigger in Microsoft Power automate on activity webhook of pipe drive, Can i get
I want to create a trigger in Microsoft Power automate on activity webhook of pipe drive, Can i get any help for the same?
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Deal Probability Drop Down Values?
Is it possible to add a predefined list of drop down values to the set deal probability interface? ie. I'd like to be able to limit the user response to say 10%, 25%, 50%, 75%, 100% It doesn't appear that you can, I'm just wondering if I am missing something. Thanks in advance for your help. Jeramie
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Recuperating Deleted Leads
Hi Community, I just realized Pipedrive deleted my leads I imported last week, is there any way I can get those leads back? Also, why do when I import Leads, they appear on my Deals List/Section and not on my Leads List/Section since I import them to my Leads Section and not my Deal Section?
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Coordinating and taking care of multiple Orgs
Dear Pipedrive, my company consists - through M&A and natural growth - of multiple "branches" that sometimes are practically identical to the existing company, and sometimes differ in various aspects of our business. Also, while the naturally added branches are within the existing team structure, M&A brings in new teams…
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Is there a way to export the Notes from a Deal as a field
Any way you can have notes appear in a deal export?
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GetAccept vs. PandaDoc
If you have tried both of these integrations, I would love to hear some pros vs cons. Thanks,
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Deal goes in to Forecast instead of showing in Pipe Line
When I move a deal that has been won into a new pipeline why does it only show in forecast, how can I get it to show in the new pipeline?
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Giving discount on subscription based deals
Hi all! I'm giving certain clients a %based discount for an X amount of months. Is there a way to have this monthly fee to become automatically updated to the original amount after these X amount of months have passed? I'm currently tracking this myself but it would be nice to be able to do this in pipedrive as well!…
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Do you run a partner program for your product? What's the response been like?
Hello Everyone, Excited to be a part of the PipeDrive community. It's a great tool with a vibrant community. Quick question for all Sales Leaders here - Do you run a partner program for your product? I’ve scaled revenue partnerships for our SaaS to $1M ARR+ in less than 2 years using email. Regards Shubham Sood…
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Integration with my app
Hi everyone, I want to integrate my Vue.js app to make calls with pipedrive. The best solution will be popup in every place (or only in person page) with my call application (similar to messanger app or something like that i mean popup with "contact us" live chat). It is possible in pipedrive? Maybe is exist tutorial to…
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Question: why "show on map" feature is inactive in Organizations view?
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Ilmainen Pipedrive-konsultaatio
Moro! Ennenkö heinäkuu ja lomat koittaa, tarjoan ilmaista tunnin palaveria Pipedriveen liittyen. Jos Pipedriven uusiin ominaisuuksiin, integraatiomahdollisuuksiin tai vaikka mahdollisiin kehityskohtiin liittyen on jotain mielen päällä, kannattaa tämä tilaisuus hyödyntää! Kesäterveisin, Juho Anttila juho@ohjelmistoja.fi…
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Workflow trigger with new activity from scheduler
Is it possible to trigger a workflow WHEN someone book me an appointment using pipedrive scheduler?It seems not to work :-( I have created this workflow: Trigger event: activity created Condition: Activity subject contains XY Action: send an email But it doesn't start :-( (Meeting detail contain "XY" in "Meeting Name")
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Pipedrive running slow (May 2021)
For a couple of days, Pipedrive is terribly slow. Displaying deals and activities can take several minutes, which makes the tool totally unusable. We deleted cookies and cache on our browser (Chrome), used private mode, but nothing works. Do you have the same problem? Thanks.
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Recover Leads delated from Pipeline
If I delete a pipeline do I lose those leads, and is there a way to recover delated contacts?
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CLOSED WON/LOST deals won't leave my pipeline view?
I'm a new user and just imported a bunch of data from Zoho. To get around some Zoho 'quirks' I created a Closed Won and Closed Lost stage in the sales pipeline and imported all our closed deals into those stages. Now I'm trying to get all those deals out of the pipeline, but they won't leave! Pipedrive shows me the deals…
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Need to delete a list of deals accidentally created
I have upload contact data from a spreadsheet and for some reason this created a list of Deals for each of these Contacts which is annoying! How do I go about deleting these 286 DEALS please?