Import / Export Data

Phone number export separated by category
I would love the Pipedrive developer of the category (work, mobile, private) phone number feature completes his work and allows the Pipedrive standard export to export in separate fields by category. Actual you have all phone numbers in one field merged and makes it close to useless. Idea from support to create custom…
3 Questions on bulk emailing
Hi Does anyone know: 1. Any way to set up an automatic reminder to follow up on an email that has been sent (preferably in bulk emailing)? 2: If you can get a report/filter on which emails have been read or links clicked so that you can see in bulk without having to go to individual contacts? 3: Can you set up an automated…
Pipedrive does not import empty fields from Excel
Pipedrive is an easy and powerful program but many times to work data is easier and much flexible in Excel and one thing i have tried but does not work is exporting lets say the People Table with Label feature to excel spreadsheet and then remove some labels from some people when i try to import back to Pipedrive i see…
Can pipeline import data from ecwind in spread sheet form in a easy way
Can pipeline import data from ecwind in spread sheet form in a easy way
How do I dictate where my leads imported via excel go within Pipedrive?
I love the new tab for LEADS and want a lot of old leads to be put into there and then worked by sales.
Importing contacts and automatically sending emails
Hi, I've created a workflow automation so that cold leads added to my contacts automatically receive a template email. It works when I manually add contacts, but I can't get it to work when I do it by importing contacts via a csv file. Is this not possible or am I doing something wrong?
Import from Pipedrive to Pipedrive with settings?
Good day, I have just finished importing from our production account to a sandbox. I forgot that your import does not copy all the settings like custom fields. Please add this functionality as an option to your import tool.
Options for security
Hi all ! I have some questions for the community about security. Are there options to prevent sabotage, from an unhappy employee, for example? Is there any way to prevent massive data deletetion? Ho do I implement permission? For example: the manager may create and modify client profiles, but the employee may only read…
ACTIVE CAMPAING X PIPEDRIVE IMPORTAÇÃO EXPORTAÇÃO
ActiveCamping . Posso importar para Pipedrive? Sim pode, crie os mesmos campos no PipeDrive e faça a conexção em Importar / ferramenta. Caso algum campo não venha ou vc esqueça de ter trazido, peque esse dado e coloque no excel, o PipeDrive vai identificar no momento de importar e vc faz o link Nomo <-----> Nome por…
Transfer deals from one account to another
Hi there, Is there a way I can transfer all my deals in one pipeline to another pipedrive account? Thanks for your help

Import / Export Data

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