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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?
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Syncing certain Emails
Hey Guys - Is there a way to have incoming emails from a specific email domain forwarded to Pipedrive?
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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
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How do I delete all imports to start fresh?
How do I delete all imports to start fresh?
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Outlook contacts import
When I put my outlook email in import page, then ask me my password but my mail I think is not Microsoft exchange so it will be impossible to import data.
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Estimating workflows
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
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new to pipedrive and having trouble sending a group email, when i select all contacts the group emai
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Can I view LOST deals in the forecast view?
I have been struggling to get Lost deals to show in my forecast view. Can someone advise me how to do this? Possibly lost deals just can't be seen in the forecast view? (I want to be able to use that visual representation to look at recently lost deals, by month) Thanks
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Pipedrive Goals
Hallo, Sinds enige tijd ben ik fan van het vernieuwde Pipedrive Realtime Dashboard. Dit geeft goed de huidige stand van de sales en voortgang weer. Maar ik kan hier geen functie vinden voor 'doelen' of 'goals' Nu wil ik graag voor komend jaar een Goals/Prognose dashboard maken. Alleen is dit nog in de 'beta' modus en zeer…
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カレンダー同期されますか？
はじめまして、昨日くらい？？から アクティビティとグーグルカレンダーが同期されなくなりましたが そのような現象起きていませんか？
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Hi Is anyone using Lusha <> Pipedrive direct integration? If so how to you avoid duplicates ? Thank
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Personalizar campos de dados = CNPJ
Criei o campo, porem ao cadastrar um CNPJ ele assume outro valor quando salvo a organização criada. Como resolver este impasse??
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Certification
Hi I'm just starting my consulting business, and will do a few certifications. Mostly for marketing purposes, but also to ensure my skills within select software is up to par. Does Pipedrive provide Certificates (ie like Hubspot) for showing that one is a "master" user of its Software? Best Birger
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Sales certification
Hi, I'm new in the Pipedrive Community and my first task is to become certified for Pipedrive (Sales, Technical etc...) Please, if You can, tell me what is the path for Certification in sales and all other certifications that You are providing for Pipedrive. Thank You in advance! Vladimir Kutnjak
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I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am
I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am I able to change the titles in the pipeline?