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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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Pipedrive or Trello for Project and Customer Management
I'm currently pivoting between Pipedrive and Trello. Are any of you using both programs due to the inability for either program to completely replace the other? I've seen other programs with the ability to manage projects and contacts separately, and I'm curious if any of you have found a pipedrive solution
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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 ?
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Add Font
Hei I want to add font in Campaign pipedrive. Is it possible ? I am looking for Days One font
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Sales chances vs. deal value / Szanse sprzedaży vs. wartość leadów
ENG: Hi, Dear Pipedrive community, would you please suggest me how to make a report combining sales chances vs. deal value on one chart? I'm talking about a report where I look at the difference between how much a customer assumed they would spend and how much they spent on a micro and macro level. PL: Cześć Pipedrive'owej…
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Is it possible to "look back in time" to see what our sales forecast was for a particular point in t
I'd like to do some analysis for forecast vs. actual and would love to know what our weighed forecast looks like over time. Thanks in advance, Jay
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Call outcome - extremely needed
Hi guys! Do you use call outcomes in the automation? Are there any viable workarounds for this to work?
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hi there is a option to mark then one icon per active?
hi there is a option to mark then one icon per active?
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Retail Furniture Store looking at a Pipedrive as a CRM solutions provider.
Hi folks. We are a retail furniture company in New Brunswick, Canada. We are looking for a company using it for managing customer sales relationships both in the long term and short term. Open to anyone's experiences in our industry or using it in a retail environment. Looking for your experience at ease of implementation,…
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Seeking advice: Integrating Podium messaging
Hi folks. I wanted to reach out and see if anyone has had any experience with integrating Podium into the Pipedrive CRM? Steve
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Report for (early) deals vs deals (certain stage)
I am working with ADVANCED license and I have not found a way to make a report to show for a period of time: How many deals has been created in a month and how many of those have been progressing to a certain step in the pipeline. Anyone with suggestions?
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Help needed on deal value and reporting
Hi Sales people! I need your advice on the reporting side. Say a customer signs now a 3 year contract: I want to know how much the client will be paying in 2022, not just the TCV (total contract value) that is shown by the Revenue forecast report. How do you get that value and how do you keep it automatically updated…
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Place for input the cost invoice
Hi! Im wondering how you manage when you would like to implement both sell and buy prices into pipedrive? IS there any particular widget? Basically I would like to calculate the margin for not only 1 product, but for like 4 positions in one deal. For now I'm using custom fields, nevertheless its not the best solution.…
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Having problems loading all the data or keeps freezing while typing?
Seems like the settings always change. One day the program will be correct and the next day it will not open up correctly like get Frozen or it goes back to the default settings and then I have to redo my profile.
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Pin this email to top of deal = same as pin this note function
I really like the "pin this note" function under deal = to remain on top at first sight! Would love to have the same for emails too. Quite often I experience that during the initial stage of a deal that valuable insights/scope/briefing etc. of a project are shared during enquiry stage and I would be great to have that on…