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Call Report in pipedrive and how to manage call activity.
Hello 👋 Here is my problem and I would love to have your opinion on it ! Currently in my pipedrive workflow I have call activities that automatically generate at certain stages of the pipeline. I would like to be able to have my sales people either call directly by clicking on the activity (this would be the best but it…
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file reconstruction
Hi, how can I reconstruction a file that I have deleted by mistake? Thanks
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Is it possible to plan activities more than 1 month onward? For example I want to make an activity
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Hello. When I edit anything in a People profile, my entire list of People disappears. I have to lo
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Reports have all suddenly stopped working
Yesterday I created a bunch of reports/graphs - this morning they have all gone blank. I tried to created a vanilla new report, again it is showing no data. I have looked at users activity to see if someone changed something but no-one has. I cannot think why these are not working and wonder if anyone has had this…
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Help - Bulk data movement
Hi, I have imported data and it's sat in the contacts tab down the side of my screen, but I want to bulk move it into a pipeline for one of the sales team. What is the quickest and most effective way to do this please?
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Question on auto-scheduler for google calendar meetings
Pipedrive's auto-scheduler has stopped adding Google Hangout links to my calendar invites. It used to work automatically. When clients schedule a meeting with me now via Pipedrive's scheduler, there's no meeting link and no way for us to have the meeting. What am I doing wrong here and how do I get google hangout links to…
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Google and FB Ads to deals
Hi everyone. We have been using a FB ad for a while now to help generate leads. We are going to begin running several FB and Google ads. We need to be able to track which ad specifically resulted in a deal. Are there any best practices you can recommend or a 3rd party software you are using that is working well for you to…
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Tools and Apps- not appearing as an option
How can I integrate Mailchimp if my Pipedrive doesn't give me a Tools and Apps option?
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Event management solution
Hi, we are looking for a simple and elegant solution to invite prospects or customers to events and manage registrations. Typically, we would select contacts in Pipedrive and use its mailing feature to send out invitations. Next, users should be able to register and we should be able to manage registrations and associate…
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I'm open to Prospector tips please and thank you! Anything that you can share that helps you would b
I'm open to Prospector tips please and thank you! Anything that you can share that helps you would be appreciate. Thanks!
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Insights on organizations
Hello, So I want to have a report on each organisations/clients of our in Pipedrive with the following information: name, nr of deals started in a custom period of time, won deals, lost deals, sum of all deals (amount won, amount lost,) ticket size. All this in just one report. It is possible in pipedrive?
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Help me out of you will, Seasonal Sales cycle tracking
We may need to add a custom deal details field to identify in which calendar year the work will be performed for reporting purposes in Insights. This is because we often create deals in one year that will be performed in the following year and our business and sales efforts are seasonal. We would typically create a…
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Automate set for specific weekdays
I am looking to set up some more automation, but I need help with a piece of it. I do certain work on certain days. Is there a way, if I use automation to create activities for me, can I set them to populate on a specific day of the week? Not just "3 weeks from now" but also "on a friday" or something of the sort. Thanks
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Tracking Upsell business VS New Business
Hi Community. I'm looking for help on how to track Upsell vs New Business growth. First questions is how to log this in pipedrive effectively? Second questions is how do I create reports for this? For example I want to see how much our business has grown from new business customers and how much it has grown from upsell…
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Products Insights
Hello, How can I create a dashboard with Products and filtering One specific country? Thank you.
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Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)
Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
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Deal owner email address....
Hi, I'm wanting to be able to add the custom field "Owner email address" and have this map from the deal owner, this is to link in with an external marketing platform to allow customised appearance and responses. Is there a way of completing this on the platform (suggestions of change the User name to the email / manually…
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Periodiserade intäkter?
Vi håller på och utvärderar olika CRM och har fastnat lite för Pipedrive. Våra säljare mäts både på fasta engångsintäkter men också på periodiska intäkter, typ 2000 kr/mån i 48 månader. Jag har sett att det går att skapa detta under Produkter men det jag undrar är om det på något sätt går att få till det att dessa 2000…
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How do I find deleted contacts?
So, we are in a bit of a pickle. For the past 2-3 years we have used Pipedrive to keep track of ALL our doctor office contacts and referral coordinators. I was informed by my executive director that our account should be full of phone/fax numbers, but when I was given access to the account I found out it was pretty much…
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Any workarounds for adding pipedrive "activities" to your Gcal as a "task" instead of as an "event"?
Anyone have a workaround for adding activities to your Gcal as a "task" instead of as an "event"?? I am hoping to figure this out so I don't have to maintain an entirely separate calendar just for Pipedrive tasks. Currently, having my pipedrive tasks enter into my Gcal as an events, blocks anyone using my calendar booking…
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using "firstname" property in zapier with the "create person" action
Hi there, is someone know how to get access to the firstname property in the action create a person in Zapier ? I would like to create a person in pipedrive from information coming from the get response software. in zapier I have access to the firstname data coming from the "getreponse" software but I don't get acces to…
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Check box fields in Leadbooster.
Today it's been the first day we've used LeadBooster. Unfortunately we've found out something that makes the product inviable for us. We can not add a check box field type which is a must for GDPR compliance (at least in Spain). The user has to check the box to make the send button workable, so we cannot skip this…
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Join the Pipedrive Roundtable!
Join our Roundtable for Tips and Tricks later today at 08:30 - 09:30 PST / 16:30 - 17:30 CET! Friday, every two weeks, we get together and improve our Pipedrive Skills! For an invite, send an E-Mail to jeremy.gulley@strategtech.com or j.lubahn@the-platform-group.com. Topics include: - Managing many deals and activities at…
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Chatbot-wie komme ich nach Auswahl einer Antwortmöglichkeit wieder zurück?
Hallo, wie komme ich beim Chatbot wenn ich zB 3 Auswahlmöglichkeiten hab, eine wähle, dann aber doch die andere will wieder retour zu den Auswahlmöglichkeiten im Chat? Danke
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Hello there, I am currently on my free trial and would like to speak to someone at Pipedrive about m
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Web Visitors
Why are these fields always visible even though we do not have them selected to be always visible? The fewer fields people need to look at they way better this is going to be to get them to understand how to use pipedrive.
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Chat bot & Live Chat tips needed!
We have recently introduced the Chat Bot > Live Chat feature onto our platform as a way to boost lead generation and to gather CSAT feedback. However, we are keen to 'see it in action' or have some examples before we settle on the flow we use, message types, waiting times etc. Is there anyone here that would be willing to…