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Need a way for leads to have "No Assignee" when new
When a new lead arrives in we may not be sure which account executive will take it (first person or best person etc.) so we need some to just sit in the lead inbox for anyone to take. Is this planned functionality? Requiring an owner is very limiting.
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CALENDAR AVAILABILITY QUESTION
Dear Pipedrive Community Brainstrust, I was wondering if someone would be able to make a suggestion for this use case: We are an organisation from Australia called Sober in the Country and our CEO travels across the country when invited to speaking events. We want to be able to have a link on our website where people can…
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🔴 LIVE WEBINAR "How to Import your Data", with our Support Team every Tuesday and Thursday
📌 Register here to join our event! How to get your data in your Pipedrive account; get a live demonstration and Q&A from the support agents' experts. You’re invited to join our live webinar about Import! During the session, our team will showcase to you the product, explaining in detail how it works, and much more. You’ll…
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Website form overwrites important customer data, what to do?
Hi community, My company uses website forms to add newsletter subscribers (for example) to Pipedrive. We are really happy with this integration, but If the person that fills in the form allready exists, Pipedrive overwrites the existing info of the person. As a result, all kind of important information is lost and…
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Deal Summary with multiple data
Hi, I´m trying to make a summary view or my pipeline with the summary for 3 information: Total Amount, Total Weighted Amount and Number of Deals. Each of those numbers I´d like to see splited ccording to my pipeline tags. Ideally I wanted in a table format (three columns with the data and the tags opened in the rows), but…
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Workflow Automation - Email before Expiry
Hello, I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date. I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.
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Salesmsg - Does this work in the UK?
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Has anyone found a good system for contacting sales leads using SMS?
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Import d'Organisation sans Personne liée
Bonjour, Je n'arrive plus a importer, via un fichier Excel, d'Organisations Personne liée. Lorsque j'importe des Organisations, celles qui n'ont pas de Personne liée ne sont pas importées alors que les autres le sont bien. Cela fonctionnait avant mais plus maintenant !!!
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Hi everyone! How to send automatic emails to customers in different languages? I have 2 default lang
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categories
Hi I'm new to using Pipedrive and was hoping someone could give me some guidance on how I put my leads into categories. I'm currently transferring spreadsheets from excel but would like to be able to put each spreadsheet into separate lead categories. any help would be appreciated.
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Pipedrive and ABM
Does anybody know if Pipedrive integrates with any ABM companies/platforms?
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Workflow Automatismus
Hallo zusammen, ich würde gerne folgenden Workflow Automatismus einrichten: Kunde wird in Phase "Erinnerungsmail" geschoben, anschließend geht nach 6 Monaten eine Mail aus den Vorlagen raus. Ich habe soweit alles hinbekommen, nur der Zeitverzögerte Versand klappt noch nicht. Kann mir jemand helfen und verraten, wie ich es…
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Calling from phillipines to england
Can someone tell me the cheapest and best ways of someone in the Phillipines calling customers in London. Thanks!
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add contacts automatically from incoming mail
Is it possible to automatically add contacts from incoming mail?
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Deal Progress Report
I'm trying to create a Deal Progress report that shows how deals have changed in past 2 weeks. The existing (out of box) Deal Progress report shows when a Deal enters a stage. But that's not what we're looking for. For example we want to see that in the past 2 weeks: 5 deals moved from Stage 1 to Stage 2; 7 deals moved…
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Two different products at the smartdocs, how can I separate?
I'm working with smartdocs. If I have more than one product at my deal, how can I separate this differents products datas at the smartdocs? When I copy the placeholders at the document, the products aren't separating. There is just one option. Smartdocs + Products + Deals
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VOIP Phone Integration recommendations please.
Hello, I am new to Pipedrive and like it a lot. I'd like to ask the community for recommendations on a VOIP phone integration. We are a small team and need the basics. I've looked at Kixie and it seems a little pricey. Any other recommendations?
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Extraction de données du corps de l'e-mail + creation d'un prospect
Bonjour. Je suis face à une situation de ce type. Je reçois des emails de Seloger, ou d'autres portails immobiliers avec les coordonnées des clients dans le corps de l'email, qui ont fait une demande sur nos propriétés. Est-il possible d'extraire les coordonnées de clients (leur nom,tél,mail), qui sont dans le corps de…
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Company name in mail template incorrect
When opening a mail template for a contact, the company name (automated cell) indicates the name of the PREVIOUS company I mailed a template to. I repeated this with multiple contacts, with the same result. (The first mail template after launching the app, the company name is empty.) The same error with different…
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Need to add UK £ as a currency
OK, so probably a simple thing to fix but I can't find where the settings are. My account default is $USD but many of my clients are in the UK and I can't see where to add UK£ as a currency. I've tried the custom currency but it gives me a weird code 3G_ when I just want it to say £ GBP Anyone ?
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Campaigns automation / Mailigen
Hi, Pipedrives campaigns come from Mailigen, and works ok. But I was woundring when and if anybody know if automations for campaigns also will be implemented same way as it is in Mailigen? Mailigen have a really cool action setup based on recivers behavor for market automation, that would do a lot for Pipedrive campaigns…
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Different emails to different contacts within a single company
Hi. I work mainly with creative and advertising agencies. These agencies work in client teams, so I, more often than not, need to reach out to the creative or account directors in each team. However, my emails very often get forwarded around. I would like to know if there is a way to setup a campaign to send different…
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Search Klenty Tags within Pipedrive
I'm syncing Klenty with Pipedrive. Is it possible to search for Klenty tags within Pipedrive?
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How can I track profits?
Is there a built in feature that enables me to track profit by entering cost?
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How do I download web visitors data. Also Insights does not support creating trend reports on web vi
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Send an email when a new lead created
Hi. The pretty easy task turns into spending hours. I want to inform myself each time lead is created. I am using Automation Workflow, "Lead Created" trigger, and "Action - Send email using template". I have created a new Template and wanna use it. But there are two required fields that I don't need. Anyway, even though I…
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How to document automations outside Pipedrive?
Hi Pipedrive Community! We are several admin users and we would like to share with each other the automations we did to coordonate everybody. The problem is that it is possible to list the automations done by another admin user but not edit them in a read-only mode to see what's inside (but we can suppress them!... crazy…
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Automation Idea Help
Hello from Istanbul, Turkey. I want to update fields when i mark a deal lost it asks me legal type. For example i marked it Individual. I want pipedrive update empty fields based on which i marked. (legal type individual > Industry individual) Same also, courier and no answer automation. Can somebody help me to save time ?