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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…
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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?
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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…
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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…
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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I can't figure out why Trello is telling me that 'The user who created this board is no longer active in the current company'.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
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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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I've been making calls with Pipedrive all day, but the Start button is greyed out now. How can I fix
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Catering w /Pipedrive
Does anyone utilize PipeDrive in catering/restaurants and able to find a software that integrates with the catering portion outside of the sales process of PipeDrive?
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Pull Number of completed Activities with Zapier
Hello, I use a webhook to notify Zapier when a call-activity was completed. Now I would like to use zapier to pull the number of completed calls this agent has this month and push it into Google Sheets (to visualize it in a dashboard). However I don't manage to pull the number of activities from pipedrive. Anyone an idea…
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
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notification
can pipedrive send an email notification with attached documents
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Lead Allocation Issue: HELP
Hi Guys I'm stuck on a lead allocation issue. I have jotforms that capture contact info and postcode/zipcode that sends to Pipedrive. In Pipedrive, I have 17 teams that are responsible for a territory. A territory is defined by set postcode/zipcodes (approx 200+ per territory). My issue is, how do I assign leads based on…
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Had some great customer service from Lucas this week and wanted to share it with the community!
https://support.pipedrive.com/hc/en-us/articles/360010394357-Insights-reports-Activities-Performance https://support.pipedrive.com/hc/en-us/articles/360010394357-Insights-reports-Activities-Performance
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Not logging or saving updates
Hey guys, Hope that you're all closing deals! I've been using Pipedrive for a few weeks and love it in theory, however in practice I'm finding all too often that my "Deal" updates/notes and even emails aren't being sent or logged, is anyone else experiencing the same or have had similar in the past? I'm using the latest…
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For Tech Startups in the Manufacturing Industry the sales cycles can get very long, even if C-level
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Changed Domain and emails are not syncing anymore
We changed our domain email in Pipedrive and suddenly non of my emails are syncing with deals or even organizations. I have all the correct/same settings as fellow workers and their's are syncing? Help anyone?