Help / Seeking Advice

Meltdown?
Not sure whats going on but none of the activity requests I am creating in pipedrive are registering.
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
We just acquired another company who uses pipedrive as well. How can I import their existing pipeli
Calendar sycn
Is there currently a known widespread issue with calendar sync?
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?
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…
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
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…
Problem with creating a deal
Im drying to create a deal but the system immedialy starts to reload. whats wrong with creation of deals?
Outlook drafts
Are emails in my outlook drafts folder supposed to display in my pipedrive email drafts folder?
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,…
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…
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.
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…
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.
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…
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…
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…
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.
I am looking to connect with other business consultants and brain storm best use cases for using Pip
Help! Pipedrive is not working for me and no support people are answering
Why is pipedrive acting so glitchy lately? Been having problems everyday. I've been waiting for a support person to respond to my complaint for over 30 min. Pipedrive pages are taking over 1 min to load. Attachments are not attaching. Emails are not sending properly. Tasks are not updating. Not sure what's going on here...…
Browsers
I'm curious as to why the issues with pipedrive and Safari and why pipedrive recommends using Chrome or Firefox instead. Since everything I read shows Safari outperforms Chrome and uses way less system resources. Recently when logging in every morning I have had to clear cache in safari because pipedrive redirects me to a…
Reseller and Reporting
Hi, I want to pull a report to highlight deals won through resellers. I have added a custom field under deals to name the reseller but I can't seem to isolate that field on any of the reports? Does anyone know how to do that?
Pipedrive API automation 'glitch.' - Changing deal stages
I have been having an issue with Pipedrives workflow automation tool. To me the rules here are straight forward - I have a deal which when moved to 'Check/Send Contract' AND the org name matches ANY of the listed organisations in the conditions then the deal will move to another stage called 'Under Consideration.' Now the…
Hello pipeline community, I am having technical issues with getting my pipedrive account to Sy
Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
Mudar cadastro de Pessoa para Organização
Oi pessoal! Como seu faço para mudar um cadastro de Pessoa para Organização, sem precisar exportar a lista de contatos.
How do you use Pipedrive for cold outreach?
Hi SDRs, BDRs, Inside Sales Reps, and Inside Sales leaders, how are you and your team using Pipedrive to keep cold outreach cadences, track metrics, and book meetings? Trying to maximize our time and cut out manual work so that we can focus on selling. Any tips or settings I should know about?

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