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Automation cannot read/write Date Range fields
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
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Integration between Apollo.io and Pipedrive
I work effectively with Apollo.io (sourcing and cold mailing) and Pipedrive (crm). However, a native integration between Apollo.io and Pipedrive is lacking. I would love to have all companies I outreached to automatically in Pipedrive (lead stage). Does anyone has a clear workaround? Or in case you make use of the native…
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Manage Retreats
Hi, I would like to manage Retreats with Pipedrive. The following situation/requirements: I have for example 8 Retreats per year Each Retreat has a certain capacity of Rooms. Let's say Retreat A has a capacity of 10 rooms while Retreat B has a capacity of 8 rooms My main intention to use Pipedrive is to manage…
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Using data fields to capture marketing activities
I use pipedrive to capture how prospects interact with our content and webinars. Each time someone downloads a piece of content I've set up a zapier automation that creatives a new value in a person multiple options field. However, I'm now experiencing problems as some fields have many values in them and I'm not able to…
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PipeDrive Expert Required UK Based
We are looking for a Pipedrive expert based in the Midlands UK. Please get in touch to discuss
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recherche expert pour optimiser l'utilisation de l'outil
Bonjour la communauté Nous travaillons avec Pipedrive depuis novembre 2022. Nous recherchons un(e) expert(e) Pipedrive qui nous aiderait à optimiser le paramétrage de la plateforme et à améliorer nos process. Nous attendons que cet(te) expert(e) nous conseille et soit force de proposition pour rendre notre prospection plus…
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Calculando Relatório de Progresso
Não sei se seria somente eu que penso assim, Mas o Relatório de PROGRESSO DE NEGÓCIO deveria conter também um campo de conversão, na minha opnião é o unico ponto ruim do pipedrive, onde tenho que apelar para o power bi. Olha como seria bacana - de 2310 Leads, 901 foram qualificados, desses 901 somente 116 foram para…
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List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
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What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
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Folder/label sync across email sync tool
Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!
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Linkport technical issue
Hi guys, I've been using Linkport for a while now. It worked fine until today. I click on import contact and get the confirmation message but when I go back to Pipedrive, the person doesn't appear. Has anyone else got the same problem ? Where you able to solve it ? Thanks Mathieu
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Pipeline setup for returning customers
Hello, I am curious about how you manage returning customers in your business. I run a production company where 95% of our business comes from returning customers. Essentially, they go through a continuous cycle with us. After closing a deal, they re-enter the beginning of our customer care process. I'm interested in…
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How to hide "Onboarding checklist"?
The button keeps getting in the way, and I don't understand how to remove it completely!
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Need Consultant - new user - also interface with ConstructConnect
We are a manufacturer that sell through distributers and get leads through ConstructConnect or other lead sources. New to Pipe drive and setting it up.
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How to change contacts with Bounced status
Hi Everyone, So, for the past month about 600 contacts have been soft and hard bouncing emails from my organization. This has happened to the point where those 600 names have been relegated to the "Bounced" marketing status. Since then, we have authenticated our domain on Pipedrive and cleaned up our list of spamtraps and…
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Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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Do you know how to generate custom ID number for each offers?
I'd like to generate an ID number for each offer and inclement it. It should be like ID which u inclement / date I already made it in "Zapier" but there are some problems when u generate two offers in the same time. I'm using Google Sheets as my database and I'm saving all ID's there.
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Pipedrive Deal not showing emails linked to the deal
I have several deals in Pipedrive, for which colleagues and I transfer emails into Pipedrive with the deal-specific BCC email. Now, opening this deal gives me of course the option to filter by entry type. For emails, it shows me the total number of emails linked to this deal, but does not show all linked emails to all team…
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show time in pipeline stage on deal card
I have a pipeline set up and are able to see the time the deal has spent in each stage in the deal deatail view. However, in the deal overview board, I would also like to see the number of days the deal has spent in the current pipeline stage. Is there a way to add this info to the card in the overview?
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Bulk Edit Multi Option Field
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
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Product group / Sub-product group - a new feature for items that include different items.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
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Xero sunsetting
Why is Pipedrive ending it's Xero integration? Why is it giving such short notice? They are offering an alternative to link to Xero called "Make", another third party risk for your data. It has been an integral part of Pipedrive for me, and I am really quite annoyed at the way it can just be withdrawn without an apology.
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Emails going to SPAM
Hello, it's been some time since we used the Sales Documents feature due to emails going to spam. Could you please tell me it this has been fixed? Thank you
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Adding sub organizations?
Is there a way to add a sub group to an organization? Ex: Keller Williams may be the primary but they house a lot of internal realtor teams... thx!
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Issues Setting up Automated Workflows
I'm pretty disappointed with Pipedrive's native automation workflows. I'm having difficulties finding a solution to build three workflows in Pipedrive. I verified with support and they informed me there's no native option. I'm exploring Zapier and Pabbly but haven't yet found what I need. Workflows: Assign a user as a…
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Mobile app not supporting recurring meetings
The mobile app does not support recuring meeting invites, when synced with Outlook. How can Pipedrive be a CRM focused on sales and have a mobile app that does not fully integrate with Outlook? Seems like a huge oversight that my outside sales team can't see their recurring meetings on the Pipedrive mobile app, even though…
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Transferring Information from the organization to the deal using automation
Hi, Does anyone have any idea, My sales team is set up within Sub teams, but there is also at pooled resource that writes business for all of the other teams. So I am trying to report deal statistics by two fields, The deal owner, which is simple The organization owner which seems not to be. The reason for this is that the…
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Action needed: Save your durations data
Did you also receive this email? Pipedrive is currently making changes to the product duration feature. If you've been using this feature (for example, with monthly subscriptions or multi-year contracts), you'll need to transfer your data by June 11th, otherwise, it will be lost. Pipedrive recommends two methods for this:…
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Hows the duration values migrated when the duration field removed after June 2024?
Pipedrive officially announced that: Starting March 11th, 2024, the Product Duration feature is no longer available for new customers. For customers currently using this feature, it will be removed in phases leading up to June 3rd, 2024. After this date, Product Duration will no longer be available. As an alternative, you…
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Outlook Calendar Colour Coding
I have a colour code on my calendar and have created a colour for "PD Sync." Does anyone know what parameters I can use to use conditional formatting to colour code the items I create in PD?