Help / Seeking Advice

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?
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?
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
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…
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…
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…
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.
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"…
How can I export the email of a contact person if I require many?
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?
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?
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 ?
Hey guys - which cloud call software do you recommend? I've been using Aircall but very disappointed
Can anyone help me
how do I make an activity re-occurring
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!
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…
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?

Help / Seeking Advice

Discussion List