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How to see subject of next activity in Lead view
Hi, It would be very helpful for my team to see what the nature of the next activity is, from within the lead view columns. Much like the activity view, you can see the subject, but in the lead view it just shows 'call' or 'email' and not the subject. Is there anyway to do this, or for it to be included in the future? I…
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Add custom sources
Sources should be user-editable. Our sales team does not care if a lead, deal, contact, or organization was "imported" vs "manually added". We care if it came from the "website" "outbound campaign 1" or "referral person 5". This data should help with commissioning and should follow that object…
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lead or deal? asking for help organizing my data
I have a service business. My clients get to me by various ways. Word of mouth, FB/IG posts, webinars, courses I teach and more. Sometimes the first communication is a phone call which ends after scheduling a meeting(which is actually a sale). Sometimes, it starts with a text message, only asking for advice on a specific…
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Sending email sequences within Pipedrive
Hello, I would like to know if Pipedrive has any approach within its roadmap to incorporate the functionality of generating the sending of a sequence of automated emails or if there is a workaround on this topic. Thanks. Edgar
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Trace back deal to webform
I would like to be able to trace back a deal to a specific webform. Any suggestions?
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Zapier Lead creation, cannot finalize it
Hello trying to create a lead in the lead inbox with Zapier. The leads are coming from Facebook Ads, however it says "Neither an Organization nor a Person were provided. One of them must be provided in order to create a lead." Also, I am filling both company and person field but still didn't work.
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Leads and its usage
Hi, I am new to Pipedrive, just migrating from salesforce. So, things are a little bit different here and there, and that's ok. BUT when it comes to leads in Pipedrive, I am lost. Maybe there is one of you who can light it up for me... In salesforce, a "LEAD" is the same as a "CONTACT" except for less information. So, a…
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Lead nurturing and sales funnel
Hi All, I have a few questions on lead nurturing / sales funnels. * How do you categorize your leads in Pipedrive? * Since there is no 'delayed (scheduled emails) in Pipedrive, how do you manage this bit? * I got to know about this : https://www.pipedrive.com/en/blog/sales-funnel , however we need to have more details on…
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Make Additional Shortcuts / "Quick Actions" available
It would be great if there was the option to program/customize additional shortcuts into Pipedrive. For instance on the leads tab, you have to click the lead and then click to expand any notes within the lead. We would love to add a shortcut that will automatically expand all notes when a lead is open. Alternatively, it…
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Tracking zoom attendee lists in PD in a custom field
Hi PD Community, We run learning sessions where our members can register for a learning session with other members of our community. We ask that attendees register, and from there we track which learning session they attend. It helps to understand which sessions are most useful for them, what they find interesting and…
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GIFs in Email: How to Use Them to Win Customers 🎥
What’s your process for including GIFs in your email marketing campaigns? Including an animated GIF file in your email can add an interesting and eye-catching element that goes beyond the static email design. Because it’s somewhat difficult to offer a uniform email video experience across devices and email clients, many…
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[Survey] How do you use Whatsapp in your work with clients?
Hi, people! My team and I are working on a way to improve the sales team`s efficiency on Whatsapp. Specifically, we're developing the automatic Whatsapp to PipeDrive integration. I'm looking to find out how you use Whatsapp in your work now: for lead gen, sales, account management, long-term customer relations, etc. Please…
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New: Leads Inbox update - Custom columns and filters 📊 🔎
What? We’ve just released custom columns and custom filters support in the Leads Inbox. Users are now able to: * edit the existing or create new filters in Leads Inbox * modify and re-order the columns in Leads Inbox When? Gradually rolling out to all users in the coming weeks 🔔 Follow What’s New? to get notified about…
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Summary for the day
I'm just wondering why I see the Summary of the day in this form. Did I miss a basic setting there? Why are all web visitors already crossed out?
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Different Automations for deals in different localities
Hi, We have a Contact Forms 7 form on our WordPress site with CF7 Pipedrive Integration. When a lead submits the form, the integration creates a deal in Pipedrive, and the prospect gets an email. We'd like to have one email go to international leads and a different email going to leads in the United States. Is there a good…
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Architecture: lead source field should be on a lead or on contact?
I have a client who started using Pipedrive before Leads Inbox became available. We used the "lead source" field on the contact, as it was logical that every contact is actually a more or less cold lead, and then they'd call the contact and potentially create a new deal. I saw in some projects that "lead source" was used…
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Formula e Lead Score no Pipedrive com Integromat
Fala pessoal! Desenvolvi (a V1) de um sistema de lead score no Pipedrive usando Integrmat e Sheets. Aqui eu mostro na pratica e tb como fazer. Se alguém quiser contribuir sintam se convidados https://www.youtube.com/watch?v=wdYYNbBFImk
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How do you get your leads? 👂
How do you get your leads? 👂
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Is there a way to change columns on the Lead page?
Is there a way to change columns on the Lead page?
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Can you filter leads by postcode?
Does anybody know a way where you can search for the first part of a post code and then see all the leads that correspond?
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L'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par S
Hello la communauté Pipedrive 🙂 On fait un webinar sur l'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par Sales 🔥 Nous partagerons les techniques & astuces à mettre en place facilement pour transformer votre #CRM en super machine à prospecter 💪 📆 Au programme du 20 Juillet à…
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Can caller be used with syntax to make calls?
I'd like to be able to make calls from the leads inbox using the pipedrive caller, is that possible? This is the list of Syntax options in the knowledge base: Skype call: skype:[number]?call Skype SMS: skype:[number]?chat SIP phone handler: sip:[number]@gateway.com Apple FaceTime call: facetime://[number] Default phone…
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Hi there, if we can add new filters in the Lead Module it would be really nice! Sometimes clients wa
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📽️ Webinar | Lead Nurture: Tales from our Sales pros 🧠 💰
https://pipedrive.hubs.vidyard.com/watch/fmGP3QDTtr6qriBTdShYcd?ref=community_postIf you couldn't make it live or if you want to watch again, just click play. Grab your free seat for this Wednesday's webinar here! 🎫 🏃♂️ 🏃 🏃♀️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar. 🔔
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Counting number of files per deal
Hello - hopefully this question is clear. I am trying to get a count of # of attached files per deal. Is there a way to view this in Pipedrive? (i.e. Deal 123 has 3 attached files) Thank you!