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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…
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Post clickable deal URL to Microsoft Teams Channel
Hi everybody, I have a workflow which sends messages to a teams channel. That is working fine. I would like to include a clickable URL of the deal in order to easily open it from Teams. I have tried with HTML. That doesn't work. You can see the results below. Anybody got an idea on how this could work? Teams posting HTML…
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Delete e-mail history within leads/contacs
Hi there! I've made an lead import from Close.io to Pipedrive through an API. That process brought everything, including the e-mail exchanges with leads. Is there a way to somehow delete only the email history in bulks of all these leads/deals/contacts? Thank you very much
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Download report summary
Hi, Why isn't it possible to download the summary of a report? All the information I need is there, but i can't download it so i can send it to someone else or filter. In the main "Deals" view of the table (that I CAN download), I instead can't choose to show the products, which is what the report is about. I'm guessing…
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Is it possible to automate a reminder with a condition when "the deal hasn't registered any changes"
When a deal gets into a stage, I want to set up an automation so that, after x days, if it hasn't registered any changes, it sends an alert to Teams or email. I set the trigger to stage change, that's ok. I set a delay for x days. But... I don't know how to set the condition of "it hasn't changed": no new activities, no…
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Serienmail mit Duzen und Siezen
Hallo, wir duzen und siezen unsere Kunden. Wenn ich jetzt an verschiede Kunden eine Serienmail schicken möchte, in der einige geduzt und andere gesiezt werden, wie mache ich das am Besten? Eine Wenn-Dann-Verknüpfung scheint es ja nicht zu geben? Vielen Dank schon mal und schöne Grüße Manuela Werschler
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Could I use Pipedrive for tracking purchases?
I am a manager for a running race. I have just started using Pipedrive for all our sales processes to get sponsor deals and selling ads, more like the ordinary sales in businesses. But I also make deals where we are the customer, like marketing, ads, products, entertainment and other purchases. I think the processes are…
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Feliz Aniversário
Bom dia! No meu pipedrive tem um campo preenchido data de aniversário há algum campo para nos alertar o dia do aniversário do meu cliente?
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Workflow Automation-- Sending an email from the current thread. Asking for advice.
We would like to set up an automation that causes an email template to be sent to the Deal Contact Person once a deal reaches a certain stage. It is important that the email be sent within the thread reflected in the deal. How can we make this happen? If there is not a native integration, would love other ideas for…