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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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Help with automation
Have over 300+ organisations assigned to a deactivated user which need to change ownership. I can bulk change ownership in the organised tab pretty easily, however I need to set activities for each of them. Using the automation function would allow me to do this, but this will create an activity at the same time and day…
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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?