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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…
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VPAT 2.0+ / Accessibility Conformance Report
Hello, does Pipedrive provide an up-to-date VPAT 2.0+/Accessibility Conformance Report? Thank you for your reply.
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Mass Unfollow?
Hello - I've searched and come up empty handed. Since I do a lot of the imports to contacts my account is now following all of these. I don't want to get notifications for anything outside of what I should be so I'd like to remove myself from following...however....that's a lot of clicking. Is there any other way to…
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Monetary display non cents
Does anyone know how to get Pipedrive to be consistent/uniform in its display of monetary data? It seems to only show cents (US) if there are any to show. For example, $5,400.50 displays correctly, but $4,432.00 should ALWAYS display "$4,432.00", not "$4,432". See these examples of inconsistency that hinder readability:
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WCAG Guidelines
Hello, is Pipedrive updated and current with WCAG guidelines? If yes, what version is it? Thanks in advance.
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Two-way task management integration
Hello, Is there any Trello-Asana-like that can do a two way integration, sharing files from both sides? Asana can take a file from pipedrive but cannot return another file... Thanks in advance
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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.