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HELP ! Big problem and big question !
Hello. We recently changed our sales process and created a new pipeline to reflect those changes. We deleted the old pipeline (on the 7th of August), and thus all the related "Deals". Those deals are now "orphans" of pipeline. And those deals had a status "won" or "lost" and are now "deleted". (And thus, don't appear…
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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?