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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.
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Email to as deal owner rather than limited options?
Any idea on how I can have the email sent to the owner of the deal that is associated with the activity rather than the activity creator?
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how transform business in person?
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Deal moves to different organisation
Hi everyone, I'm having a lot of issues with deals changing to different organisations when a contact moves to a new company. I walked through this problem a couple of months ago with someone from the Help team but didn't really solve it. For example, Joe Smith moves from ABC organisation to DEF organisation. When I look…
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Correct format for Zapier Webhook POST Leads OBJECT Value
Hi there I apologise in advance if this post is short. But I wrote up a lengthy explanation and somehow it didn't get posted. So what I am trying to do is take Gravity Form data and push into PD as a LEAD with as many fields filled. In particular I am wanting to add the value to the LEAD when it is created. I get an error…
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Link for webbmeetings.
Pipedrive has a superb function for creating calendar invitations to the customers from within the CRM. Earlier before the new Zoom-integrations was implemented, when I didn't write a physical address, a Google Meet link was attached in the invitation to my customer. Now, If I leave it blank and doesn't include the Zoom…
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How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.
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Hello Pipedrivers! Question about the use of CRM software for B2B companies
I am writing a report about how CRM softwares can enhance the performance/efficicency of B2B companies and about why a CRM software is useful especially for companies in the B2B Market. Does anyone have any information about this? Any comments, your own experience or links to access articles/data about this topic would be…
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How do I get the IOS app to record a text message sent in Pipedrive?
How do I get the IOS app to record a text message sent in Pipedrive?
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Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on web
Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on websites like a Chilipiper but integration only with Pipedrive. It helps prospective clients (leads) to book a sales meeting the moment they submit the webform on your website and get meetings automatically booked & calls…
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Revenue input - does it send communications to person / organisation on the deal?
I am keen to start using the revenue functionality in the deal view. Does it send outgoing messages such as emails to the organisation / person listed on the account? (I don't want it to, purely for internal reporting)
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is pipedrive support unique text custom field ?
I want to add subdomain in organisation which is unique for every organisation, can it be possible ?
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姓名を日本表示にできますか？
初めての投稿となります。本日よりpipedriveを使用し、HubSpotのデータをインポートしました。 pipedriveの表示が、海外仕様で名姓表示になっていますが、これを姓名の順に日本表示することは可能でしょうか？
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If your ever comparing pipedrive plans, the following is a great resource for video demos and I asse
See attached pdf for comparisons on a download and link for demos. https://www.pipedrive.com/en/academy/courses/full-demos
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Propose Times function
Hello Community, a quick question. Is the propose times function, where you can set your own availability no longer available? Thx for your help in advance. Oh and by the way im on the advanced plan. Cheers
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New Lead in Leads Inbox
When a new lead arrives in the leads inbox from a web form it appears to be highlighted as new with bold text and a dot next to it if I remember correctly. Does it hold that new look for each pipedrive user until they view it or when one person views it does it not appear as new anymore for everyone?