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Email Tracking and Forwarding
Pipedrive, Can you please help? 1. When I forward an email from gmail to pipedrive, anyone cc'ed or bcc'ed on the original email is also sent the email. This is obviously awkward and not ideal. 2. Please add the option to block specific email handles from the email and click-through tracking. If those copied from my own…
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Issues with mailing address csv import
I am trying to import a csv of organizations with a mailing address field. After importing, the address field is blank for about half of the newly imported organizations. Why? Does the text need to be a perfect match with the text string in Google Maps? Some other reason? I manually added some of the failed addresses…
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How do you use 'labels' in deals?
I'm thinking on idea of using 'labels; feature for lead scoring purpose. But have no clue why should I use it instead of custom field. Please share your ideas ho you use it.
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Is anyone willing to spend an hour or two with me, to help me setup pipedrive?
I am a few hours into playing with Pipedrive, and I am loving it. There are a few things that I am sure the system can do, like automate an email to an organisation owner/primary contact when an activity happens on the organisation but I just dont know enough to make it happen Would love to send some time with someone who…
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Deal sharing for external user
I want to share deal externally pipedrive user. I mean user who have own pipedrive account not my company account?
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Asking for Advice: Bulk convert contacts to leads
Sorry if this is a duplicate but I couldn't find the response I needed so I am posting a new one. I have a bunch of contacts I want to bulk convert to leads however I can't find that function. I tried importing into the leads inbox but the records were just merged with existing contacts and no new lead was created. I can…
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How do I create a unique URL inside of an email template using deal ID or some other reference?
Hi Pipedrive Community, I am trying to create a unique URL inside of an email template that contains the deal ID or some other unique ID. From others I have taken the approach of having it start as plain text and when it sends it will become a link. (Although even this workaround may not work in all email clients) I can…
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Need to identify document attached to deal
I need to identify certain documents inside a deal. Like: Drivers License, Signed Contract, Insurance certificate, etc. Pipedrive by default allows me to upload files but beyond the description I cannot select what type of document it belongs to. I need to have this identified to later send through an integration to the…
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🏅 Moments of success: Karolina Deak at John Charcol, UK 🇬🇧
We’ve been asking salespeople, industry professionals and entrepreneurs to share their breakthrough business moments as part of our Moments of success campaign. @Karolina Deak, a sales advisor at mortgage firm John Charcol, moved from Hungary to the UK to explore new challenges. With support from her managers and…
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IMAGES IN SIGNATURE CAUSING WARNING MESSAGE ON OUTLOOK
Having an issue with a new signature template that contains images. When emails are sent to Outlook inboxes the images are being flagged as being potentially untrustworthy and so not automatically downloading. Has anybody ever experienced this problem and managed to find a workaround? These are very small images. Only two…
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Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
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FIELD TYPE - FILE
I have a need to keep certain documents for my customers (for example) Drivers License Signed Contract Insurance certificate Permit During the sales process I need to get all the info to make customer active The permit needs to be renewed on yearly basis My idea is to create a data field with type field FILE. I can attach…
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Customizing Pipedrive Reports.
Hi, What are the best ways to create tailored reports in Pipedrive for specific sales metrics and KPIs? I need help in leveraging Pipedrive's reporting capabilities to create customized reports that showcase the specific sales metrics and key performance indicators (KPIs) important to my business.
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What is the best option to integrate Whatsapp within Pipedrive?
We are looking for a reliable option to integrate Whatsapp with Pipedrive, hopefully to have all conversations inside Pipedrive and not in the Whatsapp web chat, are there good solutions for this?
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Setting a default pipeline for the forecast view in deals
My company has been using Pipedrive for a number of year and until recently the application would remember the last pipeline i was viewing in the forecast view. If i close my browser and restart i would see the pipeline i was viewing. However this has now changed and all of my users new have the first pipeline being "All…
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Having multiple versions of 1 "product" within one deal
Hello all! I hope you can help me with this. We produce and set gravestones. In many offers we create, I give our client 2 or more options. A single option contains multiple products which I will group. Some product groups are going to be present in all of the options while 1 or 2 may vary. Do you have a best practice as…
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HELP - Is there a way to link multiple properties (a clients real estate portfolio) to a contact or
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Hi I sell a lot through partners and would like to have the same contact person both be on the Partn
Hi I sell a lot through partners and would like to have the same contact person both be on the Partners Company and the Customers, The sales person differs from case to case., eventhough same partner eg. . BUT is this possible? To day I use a custom field for source (Partnername), but that was meant for company name level.
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Data Enrichment and Exporting Segments to Mailchimp
Hi Community, We're struggling with two areas and looking for some advice/insight into how others may have done the same: 1. Data Enrichment * We have approx 3.5k contacts in Pipedrive that are people we've spoken with over the past 8-10 years to varying degrees. It's largely completely out of date. We'd really like to use…
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How to create a reporting based on the progress of a phone call campaign ?
Hello, We are targeting several industries and I would like to create a reporting based on the progress of a phone call campaign per industry. Do you know how I can do it on Pipedrive ?
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Following deals board
Hi, from time to time there appears a need in our company to have a filter of the following deals on the Pipeline as it would help to following interesting deals more efficiently and react quicker. Do you have such a functionality in your backlog? Thanks! Dalia
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Could not save draft.
Hi! While typing emails a 'could not save draft' notification keeps popping up every few seconds, does anyone know how to turn the notification off? Many thanks!
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Automated meeting reminder for clients prior to meeting they booked with Pipedrive's Scheduler
Does anyone know if it's possible to set up a workflow automation, so when a client books a meeting they are reminded 1hr prior to meeting? It doesn't seem possible through Pipedrive itself as strangely enough scheduler Pipedrive's appointment calendar isn't a trigger. I've tried it through Zapier but just cant seem to…
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Currency formatting
Hi! Is there a way of changing the way the built-in currencies are displayed? I would like to get rid of any decimals and also ideally show it in thousands. Thanks!
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Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
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Is there a way to time an activity?
Hello all, I'm having trouble to time new activities. I would like to schedule an event and 35 days prior to the event create an activity for myself. At the moment i'm manually planning all the activities. But I would like to fill in the event date and get an automated activity 35 days prior to send an e-mail. Any ideas on…
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Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
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Setting up recurring payments
Hi, Would love to streamline how I collect payments once a deal closes. I have pipedrive, use qwilr for proposals and my process is really clunky. I’m torn between stripe & gocardless for single / recurring payments. I want to be able to have someone accept a proposal on a call, send them the deposit payment link straight…
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Linking products to organizations
Hi there, Firstly let me saying having played around with Dynamics365. Salesforce, and Hubspot, Pipedrive is **chef's kiss**. So kudos on making a fantastic product that gets to the point without all of the learning debt, while still keeping it incredibly feature-rich. My question is, is anyone using Pipedrive to drive any…
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Why is an app suddenly a manager account and i cant reach support?
I installed an app and deinstalled it, because it was not working. No i cant reach support, because in the Chatwindow and also via email it says, my account is managed by them and i have to contact them. wtf is this? how can i revoke this? I never gived permission to manage my account. iam the only owner and i cant see…