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Help, want to regroupe several conditions in the same place on the workflow automation
Hi, For some of my automations, I have a lot of possibilities and I would like to regroup it in the same condition list so I can save time. Here is an example : When a prospect is created, I want to schedule an activity if the owner of the prospect is one of my sales team but not if the owner is from my care team. Today, I…
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Is there a way to create a deal list without filters?
I created a deal list using the filter option but there are certain deals that I don't need on this list. Is there a way for me to create a deal list manually?
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Create a property > set attributes (price, rooms) > Match with leads
Hi everyone, I am a bit confused. I see Pipedrive being marketed as the best CRM for real estate professional and still after searching up and down here and elsewhere (really everywhere) I still can't find a clear (or even unclear) guide on how to let pipedrive execute the most basic function needed in this business:…
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How to import companies/Leads without contacts
Hello Folks, I have a list of companies to contact, but not the details of the contact persons for all the companies. I would like to import that data in order to contact the companies and go further from there. But when importing the file without contact persons are not imported. Is there a work around on this?
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DUPLICATES: How to merge leads to a single person just considering the "email" of that particular pe
I have thousands of duplicate persons on my Pipedrive and I need to merge them into a single one, with different leads on it. How can I automatically merge them considering a common personal email? Also, is there the possibility of having a report of the duplicates? I have different funnels and I need to manage if some…
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Scheduling drain #askingforadvice!
My entire business revolves around scheduling out different vendors/services to homeowners and I like Pipedrive for the Pipedrive capabilities but the calendar is horrible. If Pipedrive could just make the Calendar like Google it would be game changing for me. I need to duplicate events often as there are a lot client…
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Workflow Automation.
Hi! Five months ago I asked if I can change the set-up of the workflow automation, like if I win a deal and I want to send an automatic email but only like 1 or 2 weeks after the deal's won. I was told that your team was working on it. Is it possible now? Thanks.
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Remove default to assign task to self when creating activity
Is there a way to have an activity not be automatically assigned to me? When I create an activity it usually needs to be assigned to another team member, but the default is my name and working through so many activities I am accidentally not reassigning the task to others.
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Automate Send new email as reply to last email in deals thread
Hello, the Automation of most of my processes work perfectly, but to make it more efficient, especially for reminders, it would be better to be able to choose that the next email to be sent is a reply to the last email in the deal's timeline, I dont find any way to do that, I have told that it could be done with Zapier,…
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Asking advice on insights + reporting + products
I am looking to run a report on sales of products and projections for current month business as well as forecasting for future months. Currently it only comes back with each person who has closed a deal for the product. That is not helpful and frankly not something I want on my dashboard insights page. I want a quick…
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Assigning multiple contacts to a lead
Hi there, I have many cases of working with multiple contacts within the same organisation on a single lead. At the moment I can't see a way to assign them all to one lead - when I import the people, despite the Lead Title being the same for all 4, it creates 4 separate leads in the system. What would be the best way to…
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\deal progress by date
Hey guys. I am trying out the insights page and there is a graph I need that isn't displayed exactly in the way I need but very close. The deal progress graph shows the sum of the deals that changed stages. I need a graph that displays only what stage is each deal at the end of the month. Is there any way to do so?
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Is there a way to generate a report for deals that meet a custom field entry of the organisation?
Is there a way to generate a report for deals that meet a custom field entry of the organisation? #reporting
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Email Sync: all emails or manual link?
We use Email Sync to keep track of what our sales reps communicate with prospects. However, we either: * Sync and link every email to deals and leads* This gives a complete picture, but a lot of noise with emails that are not relevant (i.e. can you resend this file, or I need to reschedule our meeting) * Link individual…
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Question about display organisation adress
Hi, I'm looking for a solution to display the adress of an organisation (not the organisation linked to the deal) but a custom organisation field in a confirmation e-mail. So, in the screenshot below: I would like to display the adress of 'Camping Ganspoort' in a e-mail template I can access this adress in third party…
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Automated email - multiple email addresses needed
Hi All, I'm trying to setup a workflow that will automatically send an email template out when a deal stage is changed. Problem is it appears I can only select from a few options. There are multiple emails that I need to be CC'ed on and I'm hoping it can automatically pull from certain fields. I'm in the mortgage business…
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Product Feature Request
Is there a way to set a group activity for a long list of clients? E.g much like sending a group email you can set a group activity rather than individually.
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Date filter
Hi! How can I use a date filter "last 6 months" excluding the current date. Thanks a lot!
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Auto emailing template email for person in custom field in Person, Deal or Organization?
Hi! I have searched the forums for an answer to this problem but nothing specific answered my question. I am a real estate investor, 1 man shop, and use a Real Estate agent to sell my renovated properties. I have my system set up like this: Person is the individual calling me about selling the property, Deal is where I…
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Looking for Pipedrive experts
Hi group, I'm looking for Pipedrive expert (ideally based UK/EU) that can help on an hourly or retainer basis. If that's you, please drop me a message at daniel@geniusly.ai Thanks Dan
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Pipeline to Pipeline conversion
With the limited functionality of leads (compared to deals), we are setting up a Marketing/SDR Pipeline in deals. Now we want to track the conversion rate from that pipeline to the actual sales pipeline in insights - anyone found a workaround?
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CPQ - A boon or nightmare?
Anyone using CPQ solutions to optimise your sales process? What do you find difficult in your existing CPQ? * Complex to learn and implement * Not user friendly UI * Difficult to customise rule engine
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Removing time (Hours/Minutes) value from Created Date
I would like to have the values presented in the Deal Created section to only show Day-Month-Year and not have the minutes & hours shown. That is of zero value to me when running a report and, when exporting to Excel, it makes it more difficult to sort by that value. The Last Activity and Last Stage Change represent the…
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Technical support & advice: My email getting so many "opens". True or something else?
Please let me know what specifically I am being told about Ted opening my email. Did he rally open my email this many times/did he forward & others opened/is it an outlook action on my or his side? Please let me know what this tells me. Thanks
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Does anyone knows why MS Teams PD bot doesn't work properly?
no channels avalaible I have been trying to connect PD Teams bot with MS Teams. After connecting I have no option to make it work. I would like to send a notification to a common thread in the group chat but seems not doable. Any suggestions on how to resolve it? Got such response It is connected here
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Importing Leads from contact form on the website
Hi! How can I convert contacts from our website's contact form into leads in Pipedrive? Is anyone doing it? I will be grateful for advice :) Thank you!
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Workflow / Dates / Notes
Hey there, we have a custom field that uses the date range that we use to see how long a customers subscription is valid for. We also have a workflow that automatically creates a new deal and a note in that deal that is supposed to tell us the end date of that last subscription. Somehow this doesn't work and instead of…
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Best Form Options to pull in fields within platform
Need recommendation of best form product to use that will pull in fields within the platform?
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Activities Marked As "Done" In Bulk - Not Showing On Report
I had 10 activities set-up for today. The activity was to send an email. I filtered the people to the appropriate 10, and then 1) Selected all and "Send Email to Group", and then 2) Selected all and bulk edited the task to be marked as Done. However, when I look on my Report for activities for Today with the status of…
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Pipedrive x Productboard
Hi! Does anyone use Productboard? I am looking for ideas how I can transfer customer feedback from Productboard to Pipedrive Thanks!