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Is there a way to add multiple currencies to a deal?
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Lead, Customer and Business Partner Marketing Solution
This will likely be too much for a single post,, but here goes! We operate in the service industry & get prospects from several sources, including: (1) Angie's List, (2) Home Advisor and (3) a Ductz website. With the exception of (3), each of these sources have had "custom" e-mail parsing and web page scraping developed to…
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How to set deal value on a subscription based deal
I'm trying to set up a deal where what I'm selling is a subscription. Is says "Changes effective from" is a required field. However, since I don't know when (or if) the deal will close, how can I set the "Changes effective from"? All the best
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Mail trigger
Hi Guys, I'm trying to build to mail funnel with pipedrive. In some cases, e-mails get back. I need to use those e-mails (with certain content) to trigger a next step. Any idea how I can do this with pipedrive or zapier?
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Academy Webinar: "Lead the way: Why culture is key to growth" 📈 🌱
Join us for our first episode of the "Lead the way" series in our Academy, where Caroline Chayot (Atomico), Marie Moesgaard (Pleo) and Cláudia Moreira Leitão (Pipedrive) discuss how companies can successfully scale their business by keeping their DNA. ❗By the way... did you know you have an entire Pipedrive Academy full of…
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BCC email not properly assigned to organization or person
I have problems with the functionality to add emails to an organisation or contact automatically. So I add the "BCC email address" to an email to a prospect, who's email address is registered in pipedrive . But the email is not always shown in the organization or the individual, and is stuck in the generic email function…
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Pipedrive Trello Powerup error?
I can't figure out why Trello is telling me that 'The user who created this board is no longer active in the current company'. I created the Trello board, with the same work email address that I use for pipedrive. Why would this be happening? Thanks
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multiples of the same people in deals being added automatically.
I am getting duplicates of people getting added to the Deals. Some up to 5 or 6 times. I have the recent Dux Soup Turbo integration but it may be my automation or such. But having multiples of the same people in deals is a huge issue. Anyone see that before?
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I've been making calls with Pipedrive all day, but the Start button is greyed out now. How can I fix
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HELP ! Big problem and big question !
Hello. We recently changed our sales process and created a new pipeline to reflect those changes. We deleted the old pipeline (on the 7th of August), and thus all the related "Deals". Those deals are now "orphans" of pipeline. And those deals had a status "won" or "lost" and are now "deleted". (And thus, don't appear…
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Catering w /Pipedrive
Does anyone utilize PipeDrive in catering/restaurants and able to find a software that integrates with the catering portion outside of the sales process of PipeDrive?
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Pull Number of completed Activities with Zapier
Hello, I use a webhook to notify Zapier when a call-activity was completed. Now I would like to use zapier to pull the number of completed calls this agent has this month and push it into Google Sheets (to visualize it in a dashboard). However I don't manage to pull the number of activities from pipedrive. Anyone an idea…
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Help with automation
Have over 300+ organisations assigned to a deactivated user which need to change ownership. I can bulk change ownership in the organised tab pretty easily, however I need to set activities for each of them. Using the automation function would allow me to do this, but this will create an activity at the same time and day…
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
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Hello Everyone, Since we synchronized our contacts from Pipedrive with Mailigen, half of our 5500 co
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For Tech Startups in the Manufacturing Industry the sales cycles can get very long, even if C-level
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7 Pipedrive automation hacks that will enhance your sales pipeline
Learn how to create a bunch of cool growth tactics in Pipedrive: * Generate leads with outbound and inbound marketing * React with the rocket speed when new leads come on * Automate follow-ups for leads who didn't show up for your call or demo * Make notes on calls automatically * Created invoices on autopilot * Convert…