Marketing

New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
Why no boolean (yes/no or single checkbox) custom field type?
I'm working on integrating with a marketing automation system. In the marketing automation platforrm, there's a boolean field called "Marketing Suspended" which, when true/yes/checked, means that the person stops getting all marketing. I wanted to put a custom field on the person record in Pipedrive, but my only option is…
Advice wanted: Marketing permission management
Hi, I am new to both Pipedrive and Campaign Monitor and I am looking to create a smooth, GDPR-compliant, easy-to-overview setup for our marketing permissions. I know I can integrate the two, which I intent to do, but can I then see, say, on a person overview if there is a newsletter subscription (through Campaign Monitor)…
Outfunnel - Lead Scoring Suggestion (game changer)
We use Outfunnel and it's fantastic. Our sales team can sort deals by lead score (how much people within each prospect company are interacting with our marketing). It's a game changer. However, it only knows who is interacting with the marketing if the email address of the person is dynamically inserted into the link that…
MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
Entegrations with Timeline
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
🎙️ Podcast recommendations and an exciting announcement!
https://pipedrive.hubs.vidyard.com/watch/W5Ey5wJoBogNutKEkzUu5i?muted=1?ref=community_post ❓ What podcasts do you listen to? What are your favorite episodes? Comment below or 🎉 add them to our official collaborative playlist on Spotify! 🎉 ➡️ Adding podcasts to our collaborative playlist is easy as 1-2-3. Anything to do…
Connect Facebook Lead Forms to Pipedrive
If anyone here is looking to run Facebook ads and connect new leads to Pipedrive, we've just added Facebook Lead Forms integration to Outfunnel. This lets you: * Automatically add new leads from Facebook Lead Ads to Pipedrive — no more manually exporting-importing lists. * Map custom fields, so all the necessary data is…
✅ Email Domain Authentication
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. Domain authentication is about security and deliverability, as it helps you protect your brand's reputation and helps your emails…
Facebook&Instagram comments
Hello everyone Can I upload Instagram and facebook comments to my pipedrive system as a lead? Or wouldn't it be nice if there was such an option. Best Regards
💰The state of sales and marketing: The economy review 2022/23
Discover how successful sales and marketing pros overcame last year’s economic challenges. In this report, we reveal what steps businesses took to succeed, how that affected employees and factors that contribute to growth. Download the free report now in your preferred language! 🇬🇧 In English 🇵🇹 Em Português 🇩🇪 Auf Deutsch…
Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
Automating Tags
Hello, We are creating tags for each contact to set up a marketing campaign. The tags are based on title, etc. Is there anyway to autofill the tags from other fields in the contact like a field "job title?" so the job title autopopulates into a tag.
Newbie question on drip marketing - what tools to integrate with Pipedrive?
I'm looking for basic direction on what tool to use for an email drip marketing campaign. I'm putting together a marketing / sales campaign. I have an identified target market segment and supporting collateral (video, landing page, Calendly, supporting web pages). I'm selling online workshops for process change, strategy,…
Offline Conversions from Pipedrive to Google Ads
Hi there! I wonder if you could help me, anyone knows how to send offline conversions from Pipedrive to google ads? I've been trying with zapier but it seems that Pipedrive doesn't collect the GCLID so I can't continue with the zap. I need some help!
Campaign Manager - sending email in bulk ?
One huge issue for email campaign is to send email every 2 or 5 minutes to avoid being tagged as spammer like lemist does. It fakes like it is a man email sent. And not in bulk like pipedrive does. What do you think about this issue ?
Data Enrichment and Exporting Segments to Mailchimp
Hi Community, We're struggling with two areas and looking for some advice/insight into how others may have done the same: 1. Data Enrichment * We have approx 3.5k contacts in Pipedrive that are people we've spoken with over the past 8-10 years to varying degrees. It's largely completely out of date. We'd really like to use…
Develop of Pipe
Hello everyone I want to improve my sales process. Im using Twilio and timeline apps for Whatsapp. Does anyone have any suggestions what other applications I can use? Best Regards
Pipedrive Named Best Real Estate CRM Software of 2021 🏆
Pipedrive was ranked among the most proficient solutions for managing clients and tracking sales activities in the real estate market. Digital.com, a leading independent review website for small business online tools, products, and services, has named Pipedrive among the best real estate CRM software of 2021. The top…
🆕 Campaigns Roadmap for 2022 (March update)
It is Almonzer 😊 Campaigns Group Product Manager, I am here to share with you some exciting news! As we are rolling out Campaigns to more and more users, we are getting questions from you asking about features such as Automations and Scheduling Campaigns. I am glad to share with you the highlight of our plans for 2022.…
Bulk-create Activities for Contacts
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign. Currently, we create the filter export the contacts with the system ID open the csv/excel file to edit add the activity fields to the file reimport…
Sync product usage insights to Pipedrive with the new ProductSync integration
If you're a software/SaaS company, knowing how actively freemium or trial users engage with the product is key for qualifying leads. But as our research shows, this data is usually not easily accessible to the salespeople. Another tab needs need to be open to see product usage -- if the data is accessible at all. Enter…
Using Pipelines to Track Event Participation
Hello Pipedrivers. We are curious if any of you are using Pipedrive to track your company's participation in events. For example, we are looking to build an Event Pipeline and create Deals related to specific events. Then usher this Deal through the stages of submitting an abstract, attendee list set, registering our…
personalized photos in email marketing
we use another program that allows to add various personalization to our individual or marketing emails or letters by the use of "tokens". there are tokens for the obvious, name address etc but there is also a token for "photophoto1" which can be placed in a template presized box the program now knows to place the…
What best practices for setting up Deals?
Hi, I'm part of a small company working on a B2C service that's also meant to be B2B2C, in order to reinforce its legitimacy and reach more people through those businesses. That is why we have set up a Pipedrive account. We're going to be using it as a community-building tool most of all, with Campaigns as our newsletter…
Smarketing: Align your sales and marketing teams to boost revenue
Here are some of the benefits that smarketing can help you realize: Improved lead gen and nurturing: Teams work together to attract, qualify and nurture leads. For example, marketing can provide sales reps with content that pushes leads toward a purchase. Efficiency: Customer data is easily siloed. Share information across…
🎬 New video: How to authenticate your email domain
https://pipedrive.hubs.vidyard.com/watch/TGXkEvtHqAbm2EEtf1UozT?ref=community_postHello, Did you say you are looking for ways to increase your chances of delivering emails to the inbox folder? Sounds good! 😎 May I suggest you try domain authentication? We have just updated our academy and knowledge base with an engaging…

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