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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…
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Please help me.I cannot understand why my leads merged?
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Meltdown?
Not sure whats going on but none of the activity requests I am creating in pipedrive are registering.
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Drafting mails from PipeDrive: layout issues
How are you experiencing drafting mails from Pipedrive and do you have any solutions on layout-issues? I feel limited by the lack of any editing possibilities regarding fonts, sizes etc. Especially when copy-pasting text from other sources. Ps.: advanced license
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We just acquired another company who uses pipedrive as well. How can I import their existing pipeli
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Calendar sycn
Is there currently a known widespread issue with calendar sync?
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Sales documents
Watching the video for sales docs it shows the document pop up in a partial window. But when I open a sales document it opens in two entirely new tabs of my browser each time which is really confusing. Is something wrong with my account?
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Looking for a Partner to be company's technical lead. US-based preferred
Hello. I'm brand new here to the community, but pretty familiar with PD. I am launching some new services for my company and on is the implementation of PD. I will handle the sales and some of the implementations, but I'm looking to partner (independent contractor) with someone that can handle the technical aspects of the…
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Empty pipeline
Dear amazing ladies and gentlemen, I'm totally new to pipedrive. I'm a sales rep and my company added me to their account. My pipeline is still empty though. Question: Why is that? And do I NEED to complete the entire setup before to import the leads? A big thank you in advance. Roberto
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Please fix. I need to reply to the email I'm CC'd.
Please fix. I need to reply to the email I'm CC'd. I'm CC'd on the email. But I can't hit the reply button. Of course I want to reply within the CRM. * Reply to Email <--- PLEASE FIX. NOTE: Why can't I upload an image to the forum? I'm trying to upload a screenshot, it requires a video type or pdf type, ugg. So I made a…
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Problem with creating a deal
Im drying to create a deal but the system immedialy starts to reload. whats wrong with creation of deals?
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Outlook drafts
Are emails in my outlook drafts folder supposed to display in my pipedrive email drafts folder?
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Besuchsbericht mit Pipedrive möglich?
Hallo Pipedrive Channel, ich habe eine Abteilung übernommen und möchte nun erstmalig Pipedrive als CRM nutzen und etablieren. Da ich auch Außendienstler im Team habe, möchte ich gerne auch Besuchsberichte einführen. Kann ich in Pipedrive irgendwie (klassische) Besuchsberichte erstellen? Also: Mit wem und wann getroffen,…
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2way sync Pipedrive Mailchimp GDPR challenge
We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from…
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I am trying Email syncing for 6 days, but it is shown as syncing till not completed. please help.
I am trying Email syncing for 6 days, but it is shown as syncing till not completed. please help.
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Customized Client or Lead History field- for filtering
What is the best way in your opinion to keep track of a person's activity: signups for webinars, events, courses and so forth? The idea is to be able to perform a filter of people: who did what, who attended which event r paid for what course, and use that info for future marketing? I was thinking about trying to create a…
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Is there some way to revert an update that occurred?
The PieSync API did a crazy update last Friday changing all owners for our organizations. is there a way to somehow undo all those inside of Pipedrive. They are all marked in the Update column as being done by the API.
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Shorten MS Teams meeting link in the location field of an activity
I want to send potential customers Teams meeting with Pipedrive using the integration. When I set up the meeting, the link to the Teams meeting is set in full length into the location field. When I send this out to a potential customer, it looks very unprofessional especially when you open it in MS Outlook: Is there any…
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Looking for a GREAT flexible calendar with Zapier / Integromat connection
Hello All, I'm working with a roofing company that has 2 in house crews and sub contracts work out to various crews depending on the complexity and location of the job. I can't seem to find any great calendar applications that everyone can easily access and I can integrate into Pipedrive via Zapier or Integromat. Anyone…
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Insights
Insights is pretty great so far. Able to build some awesome reports. But I'm having trouble building a report and I don't understand why since I am on the advanced plan that allows for use of custom fields in reports. Deal performance report. Deal value along left axis and along the bottom axis I want to use a custom…
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ADD PRODUCTS TO DEAL - ITEM - Have the items show different
Hello, When you go to ADD PRODUCTS TO DEAL then click on the ITEM, it shows you the items but PRODUCT ID: NAME I would rather this be something else but i can't figure out where to go to change this. My sales people are not going by product ID. Thanks.
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I am looking to connect with other business consultants and brain storm best use cases for using Pip