Help / Seeking Advice

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.
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
(EN ESPAÑOL) Evento digital gratuito - Workshop LIVE Pipedrive CRM
Get onboard in spanish with Pipedrive CRM! Empieza a usar tu sistema Pipedrive CRM en español! Participa en este evento gratuito para configurar tu CRM. Participa aquí: https://app.livewebinar.com/902-055-190 Hemos creado un espacio para ti y tu equipo de ventas o marketing, aprenderás en vivo a usar tu herramienta CRM…
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?
Can we get a Google Meet integration?
I recently switched from Zoom to Google Meet, for two reasons... * I think Zoom's UX is horrific (and I know many who agree). * As a GSuite customer, it's just neater to use Meet. It's far quicker and smoother for me to set up and join Google Meet sessions overall. Any chance of a Pipedrive integration with Google Meet?…
Issue with custom field type of numbers in Pipedrive API
Lately we experienced an issue with Pipedrive API and custom field type of numbers. While performing a search from the values of a specific field with only full exact matches against the given term, the empty result was returned from Pipedrive API. The problem is that when we are trying to search for deal by custom field…
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
Android upload multiple photos
Is a feature to upload multiple photos on Android coming? It's annoying enough to attach the photos individually that we currently keep them outside of pipedrive, and we definitely need a better system to associate them with each client/deal.
How to update reports
I have changed some deals to lost, but the report looks the same. How to update reports?
Leads: visible in contacts?
Ok, I found out how to copy a contact to the leads section? There you can label them differently and so on. That works well. What I cannot figure out, is how I can see in my contacts page whether a contact is a lead. If this is not possible, you have to keep clicking back and forth to check what the status of a contact is…
Lost my Labels need help to go backwards or undo
Hello and help, please. Help !!! Lost all my tags as I ticked the all button for bulk edit and end up removing all my tags. Anyway, I can go back to morning settings??
Onboarding Best Practice List
Hi All - just wondering if anyone has a onboarding process for setting up Pipedrive? Thanks. Rob
Deleted deals in the Deals page.
Hello, I've recently started using PipeDrive, after a tough importing journey I thought everything was set up perfectly, but no. During the import process, I deleted the entirety of the data multiple times until I got it down as I needed it. Now looking at some deals there are multiple versions of them and they are tagged…
Campaigns going straight to junk mail
So I am trying out the Campaigns feature and did test run of the email, however it was immediately flagged as junk mail. How can I stop this?

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