Problem solving / Workarounds

Sending emails without exchange integration
Any work around to be able to send emails when you can't integrate your email provider? iT will now allow it and it kills me to not be able to send directly from pipedrive let alone the benefit of simple automations.
Hello, I am a SEA freelance and I manage Google Ads campaigns for around twenty clients. For a cli
Hello, I am a SEA freelance and I manage Google Ads campaigns for around twenty clients. For a client who is spending € 700 / day on lead generation currently, I was wondering if it was possible with Pipedrive to: To have the possibility of sorting the lead according to the level of relevance of the lead (3 levels: 1) down…
Adding past winning sales opportunities
How can I edit sales in past months? Is it possible to edit sales in a closed month? It happens that I have to add profits, and I did not find the right option. I will be grateful for help.
Someone else having trouble viewing information in Chrome?
Email a contatti moduli web
Buongiorno, Avrei la necessità di inviare una mail di conferma al contatto acquisito tramite modulo web. C'è la possibilità di inviare la mail ad utenti di Pipedrive, ma non ho trovato come inviarla al contatto stesso. Se proponete le automazioni vorrei poter distinguere la mail modulo per modulo, ma soprattutto non…
Automating New Deal Creation
When someone on my sales team wins a deal, a contract expiration date is entered on the deal record. How can we automatically create a new deal for the renewal business 6 months prior to the contract expiration date?
Has anyone found a workaround for the lack of time-based triggers?
I would like to automatically schedule activities based on dates such as "Won Time", as I have several clients all with different Won dates. I'm eagerly awaiting the time-based trigger, but in the meantime, has anyone got a good solution?
How to integrate multiple mailboxes?
Does anyone know how to integrate multiple mailboxes? This was referenced in the Belkins case study - https://www.pipedrive.com/en/blog/belkins-case-study
Copies of deals
PD copies generates exact copies of a deal. How can I erase them?
Community Roundup - Volume 6
It's Monday, you know the drill! We selected the most interesting discussions going on in the Community and deliver them to you on a silver platter.✨ Check out the links below and join in the conversation: 🔥 Overcome Long Sales Cycles 🔥 Including Videos in Emails 🔥 Workflow Automation Tips from Users ➡️ Follow the…
Anyone got any experience with Recurring Revenue, when your deal amounts are always different based
Need a way to report revenue based on total contract value and the contract length, and can't get the recurring revenue to do the job I need to do. Currently have a custom data field, and export to Excel to do the calculations.
Pandadoc integration
Hi I am trying to create a Pandadoc document that has pricing tables populated by the Products attached to the Deal in Pipedrive. I need to find a way of pointing Products to different pricing tables in the Pandadoc document based on their Category defined in Pipedrive. For example Products with Category "monthly" goes to…
Stage or Activities?
I'm working on the solution for the client and I was left with a question. He is a trading and in his process that is controlled by an excel spreadsheet he has 40 control points, many of them after closing the deal, but to control payments and dates of loading and unloading goods. I wonder if I should consider these points…
Products & Price Lists
Hi, I am wondering if anyone has experience with, or a suggestion for, importing a product catalog that consists of hundreds to possibly thousand SKUs? i.e. Product #1- Product #100 and for each product there could be up to 50 variations. i.e. Product #1-Color A(SKU#1) through Product #1-Color Z(SKU#26) and so on. To add…
Workflow issue
I´m having a problem where one workflow seems to be linked somehow to another workflow so that when I activate one it send out the activity of two work flows. If i discative one then all is ok. So its linked somewhere and I can't figure out where. Any suggestions
sending email in a transferred deal
Hello, I have changed the ownership of a deal to my colleague and I would like my colleague, to be able INSIDE pipedrive to reply to the last email in the deal. But my colleague does not have the option to reply? Can you tell me why? and How to make it possible? Thanks
Survey option Pipedrive
Hi Pipedrive, It's almost the end of the year and we are going to start asking our clients for feedback. We want to administrate this information in Pipedrive. Does anyone has a good suggestion for a survey tool connected with Pipedrive?
Extração de contados de pessoas da organização por etapa do funil do negócio
Tenho necessidade de extrair todos os contatos das organizações que se encontrem em determinada faze do funil. Porém não é possível, pela extração normal através de pessoas ou relatórios ele só considera o contato principal, mas no meu caso eu preciso de todos os contatos para estratégia de IBM. Se alguém puder ajudar,…
Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…
Auto re-assign activities when a deal is re-assigned?
hi there, We have setup a situation that our office managers re-assign incoming deals to our account managers. For every deal we have a set of standard automated tasks that are created. By default new deals and the underlying auto-generated tasks are assigned to the office manager. Question: is there a way to automatically…
Activity notiification
I have a scenario where I would like to notify another user about the activities assigned to him/her preferably via email (but Slack would do as well) and this notification to contain a link directly to that deal/person/organization. Dealbot doesn't seem to provide this functionality, neither do Pipedrive inbuilt…
Converting web forms to new format
I've started using the new (beta) web forms and like the improvements. I have one old format web form still which I have embedded on our website. When I go to the old tools > web forms page it says at the top: "There is a new version of Web Forms New Web Forms have been launched. You can create new forms there or convert…
We would like to incorporated of MEDDICC process in Pipedrive. Is anyone doing this? Or have found o
Sales Leaderboard
Is there any way I can create an insights report that highlights team members and their daily sales won? Ideally this can be a live report and move the team member up or down the list depending on their performance.
Free Tool Alert !!
Are you someone who hunts for leads on LinkedIn all day? If you’re one, trust me, I know how mundane it can get to copy-paste LinkedIn contacts to Pipedrive day in and out. I have a crazy, free solution for you!! LinkPort - a completely free Chrome Extension that lets you import LinkedIn contacts into Pipedrive in a click.…
Would be very helpful to have a deal Overview available for reports in the Dashboard.
The context available here would be very nice to see. It exists in regular table columns, but having the overview in the dashboard means people seeing a deal listed would know context to the deal and help out team outside of the CRM know what's up.
Time-based email automation
Hi Team, Hope you're all safe. I have an inquiry regarding time-based email automation. E.g. If Deal is rotting, send template 1, if last email received > 5 days, send template 2. Is this already working and I just don't know how? Is this in dev? or only on the roadmap? Thanks for sharing your thoughts as usual :) Richard
Filter by all activities as done.
I'd like to be able to setup a filter that will show a deal once all activities have been marked as done. Right now it will show if any activity is marked as done.

Problem solving / Workarounds

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