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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?
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Has anyone successfully integrated Memberpress into Pipedrive ?
I try to integrate contact between Memberpress and Pipedrive but my code doesn't work actually, however I used the code given by pipedrive in its doc. My code : <?php /* Template Name: CRM Member Template */ //get_header(); $current_user_id = get_current_user_id(); $phone =…
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Pipedrive shows 13.500 emails.
Any idea how to archive them (which is better then archiving them
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Update Contact on pipedrive with integromat
Hi 👋 I have a website (Bubble) and I'd like to update my contacts when they do in my website. I tried using Integromat, but it needs the user ID of the contact to update. The only way I found to get this user ID is to list all contacts then filter by email... It asks around 5k operations on Integromat, there must be an…
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Cannot open tif
When any of us try to open a tif file, we get an error that says "The requested content cannot be loaded. Please try again later." We can download the files, but not open them in PD. Any assistance is appreciated.
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Pipedrive Roundtable: Benefits of multiple Pipelines
Join our Roundtable on Friday, April the 30th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Last time, we had more than 10 people joining in! This weeks topic: Benefits of multiple Pipelines! - What are the benefits of multiple Pipelines? - How can you efficiently handle them? - What about Automations? - Can you chain…
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Email syncing doesn't work
Hey there PD Team! Anna from Pepper.pl here. I've had a problem with email syncing for a while now, it basically doesn't work - we tried to solve this internally, but didn't work. Could you help? Thanks!
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Can you create a drop down list for user input in probability field?
I am reposting this question from a while ago... 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…
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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…