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Facebook Pixel integration with Pipedrive Forms. Tracking Leads.
Hello! Is there some way to track Pipedrive Form with Facebook Pixel? My client has Wordpress webpage with implemented Pipedrive Forms (plugins). And it is not possible to setup tracking on Submit button with Facebook Event Setup Tool. So what would be the best solution (exept creating Thank-you page in webpage)?
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Transfer deals between funnels / Traspasar deals entre embudos
Hello community. When you transfer deals from one funnel to another in a massive way (I don't know if manually) (due to information reorganization things) the traceability of the evolution of the deal is lost. I think this can be a problem if, as it is my case in a client, this is not reported beforehand. Do you know of…
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Linkport
Får obegripligt dubblett av personen när jag använder Linkport, Någon som vet hur man kan undvika detta? @linkport
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Email integration
Good morning there have been multiple posts about email integration with Pipedrive. I currently use Outlook and I have to have two windows open when managing email and entering into Pipedrive. Is this something that’s being considered? I drove has so much functionality but this seems like a basic issue. Would love to know…
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Problem: Android App & SAML SSO
When trying to log onto the Pipedrive app with Microsoft SAML SSO, instead of being logged into the app, a Pipedrive browser window opens inside the app. This isn't useful. What am I missing about SAML SSO logins?? #SAML #SSO #Android
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Looking for smart solutions for using shared sales email inbox with Pipedrive.
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Live Chat Playbook reporting - definitions
Hello Community, Can anyone please explain the definitions of 'viewed' and 'clicked'. I've just launched Live Chat on our website but wanted to confirm what these results meant. Thanks!
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Time Zone Issues
When a client books a meeting via my link, the time in the outlook calendar and pipedrive calender is correct but when I click the appointment from my outlook calender the time is 1hr less.
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Duplicate / Missing Deals in Insights
Hello everyone! I have an Insight for Conversion of Deals within a specific Funnel with the following filters. In the table below the graph, I want to check the Deals that are WON but most of the time there are WON deals that don't show up in the table and/or some deals that appear twice, as in the image below: Is this a…
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Expected close date automation
Hi is it possible do automatically move the expected close date e.g. 14 days if the closing date is passed? It would make sure we have no old date (often the closing date is nothing we can do about)
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See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
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Workflow automation: Delete open tasks or activities when Deal stage changes
Hi all, I was wondering if there is any option to "delete" open tasks from a workflow automation after moving a deal in the pipeline? * Ex: Inbound deals are in a "New" stage in my pipeline > a workflow plan 6 tasks on the next 10 days for this deal. * Expected > I made the 1st task and get a response from my prospect and…
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How can I create a Pipedrive unsubscribe link in my emails?
I would like to add an unsubscribe link to my emails that automatically adds this to their Pipedrive entry. How can I create this unsubscribe link and add it to my emails? Are there any blog posts or instructions Pipedrive can share?
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Connecting Contacts to Organisations
Hi Pipedrivers isn't it possible to connect a Contact (a Person) to multiple Organisations? Many thanks for every feedback and kind regards, Jürg
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Meeting Schedule Invitations
Hi, We have prepared an availability calendar so customers may schedule meetings from our website. Although we synchronized emails and calendars with Pipedrive, it still sends an invitation. This way our customers receive 2 invitations: one from our calendar and another from Pipedrive. How can we cancel the email…
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INSIGHTS SHARING
Hi everyone ! Does someone know if it is possible to share an insight to people as editers and not only viewers ? Thanks a lot for your feedbacks
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Mapchart graphic - how can I insert it?
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Is there any sms automation possibilities within Pipedrive?
I currently use RingCentral for all my employees and am looking for something to keep my leads warm in the pipeline. I would really love to see if there is a platform that will allow me to create a automated sms follow up sequence in Pipedrive. Ideally looking to route all calls and text back to each individuals…
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Online school
Is PipeDrive suituble for an online school? Possible, someone have some cases. Thank you in advance!
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Calendar two way sync not deleting in Pipedrive Calendar
have my calendar setting to two-way sync. When I delete a re-occurring event on my google calendar, it does not delete on my Pipedrive calendar. Also I'm not able to delete the event in the Pipedrive calendar either. Its shaded grey. Can someone please help, thanks in advance, Jack.
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Campaign for After Sales and need multiple contacts in my recipient list that are attached to a deal
Hey, I want to generate a recipient list that comes from every deal we have won (=basically customers). At the moment, I can only add the main contact to my sender list automatically. But I don't want only the main contact from that account, I want every contact that is attached to the company / deal in my recipient list.…
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Gibt es die Möglichkeit eine Massenbearbeitung rückgängig zu machen?
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Advice for exporting revenues details
How can we export in an excel the subscriptions and additional payments' revenues and dates from inside each business?
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Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change le
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change les propriétaires de leads , je ne peux les en empêcher mais je souhaiterais visualiser ces changements . Comment faire ? Pour savoir qu'elle entreprise a changé de propriétaire ?
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Honoring the Reply-To header in email sync
We have a form on our website which is filled out by our website visitors requesting a price quote. This is our main method of collecting leads. Once the form is filled out, it's emailed to our sales email address which is used with the email sync feature of Pipedrive. We also create a deal in Pipedrive using the API. The…
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Looking for Expert / Consultant
Hello all, I'm looking for Pipedrive expert/consultant (ideally based in Asia or EU) that can help with one-on-one hourly sessions. If that's you or you know anyone, please drop me a message at samy@nordaqasia.com Thanks in advance, Samy
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Gmail Add-On crashes Android App!
Is anyone able to use Gmail Add-On on Android phone? When I click on it in an email thread, the android Gmail app crashes instantly! It works on the Web perfectly.
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Mapping the ‘Non Text Fields’ in Klenty
Is there a way still to map 'non text fields' in Klenty? We are using that to map titles and salutation. It seems the function has recently been disabled.
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Calendar sync best practices
Hello All, I was going to connect my Google Calendar with Pipedrive and saw many posts around calendar sync in the community. Seems like there are some flaws around the sync. Could someone help with the best practices with calendar usage?
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Separating leads without tags
Hey everyone! So I have two divisions under me - I was wondering if there's an option to keep leads separate for both without using custom tags?