Help / Seeking Advice

Best way to directly onboard Clients / Factfinds into Pipedrive
I'm looking for advice on how other users / Advisors fully onboard clients. Basically I am looking for the easiest and fastest way to input the data from a Factfind directly into Pipedriver. Client's personal info, their income and expenditure, assets liabilities etc. Do you use web forms or import from excel etc.?? Thanks…
Pipedrive Mail: Sender ID is "email adress" instead of "first name last name"
Hello everyone, whenever I send an email from Pipedrive Mail, the recipient sees my email address instead of "First Name Last Name", happens for some people in my team as well. Does not happen when the email is sent via Gmail. (Illustration in cc) Have you had this pb ? Do you know how to fix it ? As seen in the Gmail…
Strange behavior on Automations
I've created a simple workflow: when I add a label on a contact, send to it an email using a template. Simple and it works great! (I use it to send email to new leads when I intercept them, record on Pipedrive and change a custom field to trigger the automation... but this is not important now :-) ) The "problem" is that…
Pipedrive API : How to handle Persons existence?
hi, what is the general coding paradigm for handling the existence of a Person? What is the implementation in webforms? f.e.: First Person is a backer and the second one is a musician: John Smith email: j.smith@gmail.com phone: 1234567 John Smith email: smith_john@yahoo.com address: Some Street IN, London
Is there are way to get all synced emails through API ?
I want to extract synced emails data for each deal. How can I get this data with an API ?
How to Keep Closing B2B Deals During the Pandemic
Covid-19 has changed the world of B2B sales. Even if you started the year with a packed pipeline, few businesses have escaped the economic turmoil, and about 50% of B2B buyers are holding off on purchases because of the pandemic, according to McKinsey & Co. Lowering quotas, slashing forecasts, and cutting marketing budgets…
Business Development in the Time of Pandemic
“Clients don’t care how much you know until they know how much you care.” The world has changed and will never be the same. The COVID-19 pandemic is a uniquely shared global experience that tests our mettle in unexpected ways. There is no playbook, no instruction manual, no treatise to guide us through these uncharted…
From Zoho to Pipedrive, Advice Wanted
Currently using Pipedrive for my mainline work. Trying to shift my other business from Zoho to Pipedrive. Has anyone moved their CRM from another platform? What were the challenges? We are currently using Zoho mail as well. What were your challenges? Was the transition seamless or problematic? All advice welcome!
Track sources for Deals or for Contacts
Hello everyone, do you track a source of contacts inside the Pipedrive? If Yes, then do you track them for deals or for each contact individually? Why?
Measuring funnel conversion from one stage to another (not in order)
Hi! We have three pipeline stages that are different radar categories. Basically, when we want to keep an eye on a lead they move to one of these stages. I would like to measure how many of those leads move back into the pipeline. Essentially I want to know the conversion from "radar" to "meeting" for example. In our…
Webforms don't show all fields.
Hi there, I'm trying to use webforms and have some issues. If I generate a custom field (f.e. a custom date field), this doesn't always show up in the options available in the webform gernerator. Although it states that all of the option fields should be available. What am I missing? Best regards, S
Incoming SMS with Keyword (TAGS) with automated response
Hello Everyone! I've got a tough one. I'm working with a friend and trying to find a system that can integrate to Pipedrive that offers SMS in with Keyword/Tag commands. The goal is a truly integrated system but, if I have a Zapier setup, I'll be fine as well. Basically, my friend is a roofer and he currently uses…
RELATÓRIO DE INSIGHTS - INCLUIR TODOS OS CAMPOS NAS COLUNAS DO RELATÓRIO
Fica a sugestão. No relatório de desempenho, por exemplo, aparece apenas alguns campos na tabela. Seria interessante adicionar qualquer campo de interesse no relatório para evitar entrar negócio por negócio para extrair uma informação dentro de um campo específico. Em relatórios anuais e trimestrais é inviável fazer isto.
A way for reps to get notified when a new contact is assigned to them.
Hello, I have recently set up a workflow so that way when one of our reps gets assigned a new contact, they get notified via email saying: You have been assigned " John Doe " Login to Pipe drive to check it out. But What i wish was possible is we could include a link to the contact in the email. So it would be like You…
Email tracking for email campaigns?
Hi, I'm new here and wanted to know if there's the option of email campaigns/tracking with Pipedrive?
when to start adding deals
when do you guys start adding deals to your contacts?
When I create a custom field, I cannot see it in the form I am building.
When I create a custom field, I cannot see it in the form I am building.
Hi i have a problem
jak zmienić pasek nawigacji ?
Is there a way to add multiple currencies to a deal?
Lead, Customer and Business Partner Marketing Solution
This will likely be too much for a single post,, but here goes! We operate in the service industry & get prospects from several sources, including: (1) Angie's List, (2) Home Advisor and (3) a Ductz website. With the exception of (3), each of these sources have had "custom" e-mail parsing and web page scraping developed to…
How to set deal value on a subscription based deal
I'm trying to set up a deal where what I'm selling is a subscription. Is says "Changes effective from" is a required field. However, since I don't know when (or if) the deal will close, how can I set the "Changes effective from"? All the best
How Pipedrive manage new emails to get linked with active deals? (user cases)
I understand that when a new email arrives, Pipedrive look for that email in the data base, and if so, will link to a deal if there is "one" deal active. But what happens when that person has multiple deals? How Pipedrive is working to "decide" to which deal it should link? Or in this case Pipedrive is not able to link the…
Mail trigger
Hi Guys, I'm trying to build to mail funnel with pipedrive. In some cases, e-mails get back. I need to use those e-mails (with certain content) to trigger a next step. Any idea how I can do this with pipedrive or zapier?
Academy Webinar: "Lead the way: Why culture is key to growth" 📈 🌱
Join us for our first episode of the "Lead the way" series in our Academy, where Caroline Chayot (Atomico), Marie Moesgaard (Pleo) and Cláudia Moreira Leitão (Pipedrive) discuss how companies can successfully scale their business by keeping their DNA. ❗By the way... did you know you have an entire Pipedrive Academy full of…
BCC email not properly assigned to organization or person
I have problems with the functionality to add emails to an organisation or contact automatically. So I add the "BCC email address" to an email to a prospect, who's email address is registered in pipedrive . But the email is not always shown in the organization or the individual, and is stuck in the generic email function…
Pipedrive Trello Powerup error?
I can't figure out why Trello is telling me that 'The user who created this board is no longer active in the current company'. I created the Trello board, with the same work email address that I use for pipedrive. Why would this be happening? Thanks
multiples of the same people in deals being added automatically.
I am getting duplicates of people getting added to the Deals. Some up to 5 or 6 times. I have the recent Dux Soup Turbo integration but it may be my automation or such. But having multiples of the same people in deals is a huge issue. Anyone see that before?

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