Help / Seeking Advice

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…
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…
HELP - Is there a way to link multiple properties (a clients real estate portfolio) to a contact or
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.
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 It's largely completely out of date.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…
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 ?
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
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!
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…
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!
Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
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…
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…
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…
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…
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…
Dynamic URL Link inside email template?
How can we create a dynamic URL Link inside an email template. For example I want to have: "Please find more details here: http://www.mysite.com/register?useremail={email address} I can provide everything up to the "=" as a link, but how do I add the prospect's email address to the link? I can pass as plain text, but this…
Is it possible for an automation to create an activity in a variable number of days based on history
I wanted to make an automation that schedules a call if I made a call and it was not answered. However, I want to make it variable so that if I had called the contact twice already in the last week then the activity is scheduled for a week from today but if I hadn't called the contact at all this week then the activity is…
Reporting on Products
Hi there, we are using Products in our offers and we would like to report our revenue "by product" (and ideally also by Product Category). It looks like there is no way today get this information. Any plan release such feature? Thanks !
iOS Authentication Issues
Fellow Pipedrivers - I was forced to log out of all of my mobile PD app accounts recently. When relogging in I continue to the "this link is no longer valid" error message. I have tried many things * resend link * copy link and paste into safari - get wrong browser error and then open PD mobile app * un-install and…
Workflow automations with the action "send email"
Hi All! Ok so the scenario goes: I am setting up an automation - eg. if the deal is updated send an email to "XY" As I am the one setting the automation for the team, the automatic email from Pipedrive comes from my email address. Is there a way to change it? So I am not the sender? Maybe add a different, general company…
Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
Forecast and subscription: Need monthly installments report from deal's payment schedule/subscriptio
Hello everybody, is it possible to export an excel containing the monthly installments set on every deal's payment schedule? I'm aware there's an specific report on insights presenting a chart with the monthly breakdown of revenue/subscription forecast but I need to analyse some individual records considered in "total…
Is there a way to have the same deal on multiple pipelines
Having all the information about a company under one deal is comfortable and I don't like the idea of having to create multiple deals who's info doesn't sync in order to have them on multiple pipelines.
Using Pipedrive for best quality leads
We have used Pipedrive for some time - data capture great, reporting fine, nurturing campaign capabilities too. Query I have is around abandoned / allusive leads. i.e. people who enquire and we don't get the opportunity to speak with and elevate the enquiry quality. (note. all our enquiries are incoming) Enquirers complete…
What is the best phone dialer that integrates with Pipedrive
Hi everyone, INHO what's the best phone dialer to use with Pipedrive? We want to be able to manage a high volume of incoming calls during a upcoming busy period. Any feedback you could provide would be greatly appreciated.
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Upload data
Hi, when I upload data it automatically assigns activities to me and I just need to upload the data as leads...how do I do that?
I can't get LinkPort to work properly in LinkedIn!
After I install, two (2) "Add to Pipedrive buttons appear on the LinkedIn contact, rather than one. And when I select either one, I get a pop-up briefly but then it disappears before I can select "done". I have tried uninstalling and reinstalling. I have enabled pop-ups. Any ideas what the problem is?

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