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WebForm Request to configure client confirmation email
Hello, We think lead webform have a missing feature: ability to add and configure and automated client confirmation email. is this something in your roadmap? Kind regards, Gilles.
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Smarter design options for the Chatbot playbook?
The chatbot is great!! Though I'd love to have more flexibility when designing the playbook, for example: * The option to drag and drop cards to change their order (the same goes for the web forms actually!) * The possibility to merge two/several lines, so that they continue in one line (right now the line can only be…
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Leadbooster Tracking
We just implemented Leadbooster on our website - as an aside this is a fantastic add to Pipedrive! We've designed our messaging tree/questions and launched it on our website. I can see in Pipedrive how many people clicked on the chatbot since we launched it, however we have not received any Qualified Leads through it yet.…
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Hi, how can I track the click event on the LeadBooster chatbot with Google Tag Manager?
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[Webinar] Lead generation and management topics
Hello, dear community, I'm Ruslan, Product Marketing Manager at Pipedrive. Together with the product team, we're planning to conduct a series of webinars dedicated to lead generation and management best practices, tips and tricks, automation etc. That we believe will help our clients to streamline their processes and…
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Live Chat Playbook reporting - definitions
Hello Community, Can anyone please explain the definitions of 'viewed' and 'clicked'. I've just launched Live Chat on our website but wanted to confirm what these results meant. Thanks!
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Live chat - post chat survey
Build in post chat survey to receive real time feedback on how customers are finding the company's service vice the LC function.
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Live Chat - Built in Profanity Filter
Hi PipeDrive! My company recently started using the Live Chat feature on some of our website pages. What I would like to see from PipeDrive (& what I know other live chat providers offer), would be a built in profanity filter that did not allow the chatter to submit rude or derogatory words towards staff. Cheers, Greg.
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Intercom or Pipedrive for Live chat?
Hi, can anyone help, I am / was planning on moving everything into pipedrive, I've been using it for a while to manage the deals side of things and see the insights, but I am trialing the lead generation side of things and especially the live chat via leadbooster. We currently use intercom, and there is lots I like about…
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Improvements in Web Forms - Volunteers for testing WANTED!!!
Dear community members, Are you Web Forms users? Would you like to help us with new improvements in Web Forms and give us your feedback? We’ve been working on some improvements in our Web Forms. We are looking for users who would share their feedback with us. We need approx 45-60 minutes of your time. In return, we will…
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New: 🤖 3 performance-boosting Chatbot features
We’ve upgraded Chatbot with three exciting new features, granting you access to more data to help optimize your websites and playbooks. What: Make the most of Chatbot’s new features to: * View playbook funnel and flow reports – Access in-depth statistics to see customer journeys and pinpoint where visitors are dropping off…
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[Closed] Volunteers needed - feedback for improvements in Chatbot
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) We will be shortly developing some improvements in our Chatbot feature and I have a huge favour to ask. Are you a Chatbot user? Would you like to help us with the testing of new improvements and give us your…
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Lead Inbox New Lead Notification
Is there a way to set up email notifications when a new lead appears in the inbox? this way if we dont have the inbox open we still know there is a lead to contact.
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[Closed] Chatbot Feedback discussion
EDIT: This research has now concluded, thank you all for your feedback! Hi there 👋👋👋, Veronika, Product Manager for Chatbot (LeadBooster add-on) here 🙂 We would love to hear more details about your experience with Chatbot. Are you open to short call with me to discuss your feedback? We are preparing and prioritizing…
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Level up your Lead-gen by combining our Web Visitors and Prospector functionalities
We think we’ve introduced a game changer when it comes to converting your leads into deals. 🤩 You might be familiar with our Web Visitors add-on which reveals the names of companies who visit your website and what content they engage with. You also might be familiar with Prospector, which enables you to access a database…
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Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
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51% of sales professionals struggle to find leads: Here’s how you can be more effective at lead gene
According to our State of Sales Report 2020-2021, 51% of sales professionals are struggling with lead generation. This is despite the fact that many have said prospecting is their second most time-consuming activity. This is potentially a big concern for sales managers, as wasted time and resources lead to: * Inefficiency…
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In case you missed it... the best of Pipedrive in 2021
Looking to make a strong start in 2022? We've compiled a list of the best features we released last year to help you do just that. From closing deals faster with Smart Docs to finding more leads with LeadBooster credits, we think there's something for everyone. Check out our article and see what you may have missed in 2021.
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🏆🇳🇱 Success Story: How Pipedrive’s LeadBooster boosted SurfaWhile’s entire lead strategy
https://pipedrive.hubs.vidyard.com/watch/dCs1QTSNBQiRwypNp7eZ5K?ref=community_post⚙️ Click the cogwheel for subtitles in English, German, French, Spanish, and Portuguese. No matter the size and focus of your business, Pipedrive and its add-ons help drive more sales your way. Take, for example, Surfing travel agency…
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Lead Booster: remove the "We're powered by pipedrive" credit
We want to use the Lead Booster chatbot on our website but we don't want to have the "We're powered by pipedrive" as it distracts from the chat and since it's a paid service, we'd appreciate the chat window not to include self-promotion. Please add the option to not show this area.
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How do you check for mis-typed email addresses in leadbooster's web form?
How do you check for mis-typed email addresses in Leadbooster's web form? (before they hit "submit"). We just lost a $100K++ lead because of fat fingers...
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Feature Request: More statistics for ChatBot
Greetings, I have many potential clients who are interested in ChatBot, but they complain that ChatBot doesn't provide enough statistics. For example, this is the only stats that we have for each ChatBot. * We don't know how many times people clicked today, this week, or this month. * We only have total counts that visitor…
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Find more leads with 10 free Prospector credits each month
LeadBooster subscribers get 10 free Prospector credits each month to help them find new high-quality leads. You can use the free credits to reveal the verified emails, direct phone numbers and social accounts of your filtered matches from a database of 400 million profiles. And that's not all. If you'd like to add more…
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Leadbooster Update: Find real leads, not ghosts this Halloween 🎃
What? The Leadbooster add-on now comes with 10 free prospector credits each month. For whom and when? Any paid accounts that sign up to Leadbooster, followed by accounts that are already signed up as a gradual release. Be sure to follow What’s New? to get notified about all updates and product releases 🔔
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From a Pipedrive Pro - LeadBooster for Support Tickets 📝
https://pipedrive.hubs.vidyard.com/watch/CPPXKD6MbfYPdyJJkii1jq? Our Pipedrive pro @Bruna Fondo shares some tips on how you can easily set up LeadBooster to receive support tickets from your website, and be automatically notified whenever a new request comes through in your pipeline. 🔔 Be sure to check out the full Learn…
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Prospector automatically updates Person or Lead information in case of changes
It would be a nice feature to have changes to Person information automatically carried over to Pipedrive objects when relevant updates occur. For example, if there are updates to contact information and also if the Person's job history changes... most importantly if they are no longer working for that same organization.