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Web form change of ownership
I've changed the owner of a web form and upon doing so expected the note posted to the deal to be posted by the new owner, but it still posts as the old owner. Does anyone know how to fix this?
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Lead data has disappeared
I'm having trouble with using Pipedrive. My Lead data has disappeared and also I'm not able to add any lead/deal. https://share.getcloudapp.com/ApuRzdb6
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Manual Email linking to Deal missing :-/
Hi there, we are having trouble with manual email association through bcc. the right column as shown in the video: https://www.pipedrive.com/de/academy/courses/essential/chapters/smart-email-bcc?ref=help_center_search to manually link an email to a deal/organization is entirely missing. We had it before and it was working…
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Email synchronizing for the past 15 days
Hi everyone! Happy to join this community! I'd like my email to synchronize correctly but it still loading for the past 15 days (as you can see in the screenshot) What wan I do please? 🙌 I would like also Pipedrive to match automatically new professional email I sent via gmail, and had them to the company automatically, is…
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New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
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Hello dear community ! I from Russia :with love:
but i think what this servise for one account is FREE! I make startup many projects without capital &no many no hany& then im very happy sapiens) i very sad and crying what America -по русски Замануха) i go make my personal CRM system in Excel) Google forever! Всем пис энд лав.
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HOW TO - SYNC FOLDERS BETWEEN PIPEDRIVE AND GMAIL
How can I put emails into folders from pipedrive - or is that not a feature? If it is not a feature, has anyone figured out a workaround other than going back and forth between gmail and Pipedrive? i.e. when i get an receipt from a service provider like my cell phone company and I want to put it in my gmail "receipts"…
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How can I export the email of a contact person if I require many?
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How can I help a user with "blocked account"? One of our users forgot their password, Pipedrive acco
How can I help a user with "blocked account"? One of our users forgot their password, Pipedrive account is blocked. He is locked in an endless loop of "renew password" and "account blocked". As admin, I can de-activate and re-activate his account, but he doesn't get a mail to log in again. How can I help him?
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I have synced the wrong calendar and unable to remove those entries!
I am new and sadly; I have synced the wrong calendar. I now cannot remove the residual appointment entries left from this wrong calendar. I have tried syncing and un-syncing with the new calendar which has failed to work, help please?
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Nos emails ne sont plus synchronisés
Bonjour, depuis ce matin, nos emails ne sont plus synchronisés sur Pipedrive, alors que nous les recevons sur OVH webmail. J'ai évidement désactivé et re activer la synchronisation. Que faire de plus ?
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Hey guys - which cloud call software do you recommend? I've been using Aircall but very disappointed
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Can anyone help me
how do I make an activity re-occurring
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Multiple pipelines and auto converting
Hey everyone, I`m trying to resolve one headache :) Have multiple pipelines for my deals, they are based on different cities. Tried setting up workflow automation to trigger auto converting from lead to deal and made it, but there is no chance I can define what pipeline deal should belong to. How can I resolve this? Thanks!
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Google SSO - Thoughts?
Hello, I'm working with a group that is looking for single sign on usage and I don't have much experience. Wondering if anyone uses Google SSO for Pipedrive (or any other service)? Also, looking to understand the downfalls and what I might be missing? What is the difference between sign-in with Google verse setting up the…
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Snap Addy uninstall
I removed this as an add on in settings. Any idea why the button did not do away and how to make it go away?
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K12
Are there any organizations here that are in the K12 Vertical space? I would love to see how you are working around uploading District/Schools and how you map them.
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Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline – not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:…
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Delete multiple deals
Hi there, I am still testing out the product. When I imported our data, it created zero value deals for each client. How can I remove them without deleting each deal, 850 times! Thanks for your help Simon
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Link multiple names in the contact field
Hi, I would like to link the children and relatives in the contact information. I have created a field for the "spouse/partner" and linked the corresponding person. But in the contact field, I can only link one person. What if the customer has several children? Do I have to create 5 standard fields with child 1, child 2,…
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How do you keep track with one calendar on the activities page of Pipedrive?
Hi, I'm trying out Pipedrive right now and was wondering how you guys get organized with the calendar. Currently, I do this with my 15 iCloud calendars via iCal. With export and import, I can also switch to google, but I understand Pipedrive only syncs one calendar. How do you keep track with one calendar on the activities…
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Wie behalten Sie den Überblick mit einem Kalender auf der Aktivitäten-Seite von Pipedrive?
Hallo, ich probiere Pipedrive gerade aus und habe mich gefragt, wie ihr euch mit dem Kalender organisiert. Derzeit mache ich das mit meinen 15 iCloud-Kalendern über iCal. Mit Export und Import kann ich auch zu Google wechseln, doch so wie ich verstanden habe, synchronisiert Pipedrive nur einen Kalender. Wie behalten ihr…
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Does anyone have an automatic process set up to maintain a List of Organizations from Pipedrive in S
For reasons not worth going into here, we need to keep our list of customers that is maintained and updated in Pipedrive also available for browsing in a List in SharePoint Online. Please help!
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Ich habe eine Frage zu Label Funktion in Pipedrive ( siehe Video )
Danke Ich habe weitere Labels vergeben. Sie tauchen aber in der Workflow Automation nicht auf. Nur die 4 Standard Label sind dort. Gruß Florian https://www.loom.com/share/0599ddbba49742aa93867299ca6e9dc9
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Mailigen Subscribers from multiple sources
Ok, So we are getting started with Mailigen and I have a question about if something can be accomplished. We will have a newsletter that goes out and we want it to go to a group of people that originate from pipedrive and also that originated from an imported spreadsheet directly into mailigen because we don't want a…
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Send won conversions to Google Analytics
Hello, Pipedrive community! I have a question about pipedrive-GA integration. When WON, how can I pass this event to google analytics goals? I know there are third services that offer data integration. But I couldn't find specific events with WON there. You would really help me.
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Almost no one wants to interact with our chatbot. Does anyone have similar experiences or ideas on h
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Tasks
Tasks
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List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
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Pipedrive web forms have suddenly stopped redirecting upon submission... Any one else experience thi
We use the leadbooster add on for capturing leads on our website when they want to download content and have started getting reports yesterday that it is no longer redirecting them properly. Anyone else experiencing similar issues? The submit button just endlessly spins.