Problem solving / Workarounds

Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
Changing Sender Email
Hello, I am looking to change the sender email. I am sending many email on behalf of the founder and I need to be able to change the sender email. I don't want the receiver to see ME as the sender, but the FOUNDER as the sender. How can I do this from my login. I don't want to send from Founder's login. Please advise.
Pipedrive and Mintsoft.com API connection
Hi, I've made a connection between Pipedrive and Mintsoft.com. It is based on an API. Script is in Python. It Synchronizes products from Mintsoft with Pipedrive for 3 warehouses on two continents. Our script imports products from Mintsoft to Pipedrive. Only products with specified categories are synchronized. Name, sku,…
Sync Data from Deal Details to Linked Contact
Hi all, perhaps this is something you can help me with. I am looking for a simple way to collect the emails of my deals and sync them with the linked contact. I am trying to set up the Mailchimp email integration. To do this, it requires the linked contact to each deal to have the email address listed. The contact must…
Best Practices
Hello, Is anyone interested in best practices regarding pipedrive and Dux Soup ? Let's talk in this community. Greetz, jan
KVK- koppeling Pipedrive / invoerhulp
Goedendag, T.a.v. een koppeling tussen kamer van koophandel- Pipedrive, wil ik jullie graag eens raadplegen. Ik heb een paar vragen: 1) Kennen jullie marktpartijen die reeds een KVK- Pipedrive koppeling op de plank hebben liggen? 2) Idealiter zoek ik een invoerhulp vooraf: een salesmedewerker vult een relatienaam in;…
Import Function missing
Good day all, My boss recently got me/us onto Pipedrive and it looks great. However, I have an Excel doc with way over 100 active contacts that I want to mass-import, but the function is missing from my "Other" tab. Does anybody know how to remedy this please?
When using the Propose Time, I've seen the available hours does not take into account my current eve
When using the Propose Time, I've seen the available hours does not take into account my current events in the calendar. So for example, if I book a demo with a client through a phone call at 10am Friday directly on my calendar, clients can still book with me at that time trough the Propose Time link. It would be nice if…
Filtering People/Contacts by deleted organizations.
I am in the process of tidying up 4 years of Pipedrive abuse by our team. Basically we have done several imports over the years and ended up with around 12000 junk organizations each with 3 or 4 linked contacts. I have managed to clear out most of the worthless organizations, but the contacts are still linked to the…
Monday.com + Pipedrive integrations
My team uses Monday.com for project management. I'd like to sync a Pipedrive pipeline into Monday using the Pipedrive Integration but it doesn't appear that I can sync a pipeline "stage" to a "status" column in Monday. Anyone else encounter this or something similar? Thoughts on a solution?
Slack Channel Messages and Automations
Hi, I am trying to update a slack channel when a deal moves along our pipeline. This works fine if I am an owner, but not if anyone else does it. And yes, I have set it to be triggered by any user. Seems like a bug to me? Nothing wrong with the automation as it works when I do it... and the other standard automations like…
Nom/prénom
Bonjour, Je ne comprends pas, lorsque je modifie un prénom, ça change également le nom. Pourtant à l'import il existe bel et bien une différence nom/prénom du contact, comment c'est possible ?? Pouvez-vous nous aider à régler ça ?
Offre : associer entreprise ET contact
Bonjour, Via les id pipedrive, je peux exporter mes entreprises, apporter des modif massive, et les réintégrer sans créer de doublons. Idem pour les contacts. J'ai de cette façon créé des offres sur 200 entreprises, mais je n'ai pas les contacts/personnes/employés lié a ces entreprises qui se lie automatiquement aux offres…
Google Analytics goal trigger for Pipedrive form entries
We have switched our own webforms out for Pipedrive forms. The experience has been great: easy to setup and much less spam now. However, we seem to have lost the ability to register a Google Analytics Goal when someone fills out a form. Does anyone have an approach/solution for this, or would this be a genuine feature…
Template with Product Table
Hi, I'm trying to use template in documents to create Product Table. System dose not convert links that are in description to clickable. Links in attached file I had created manually. Select text and press Ctrl+k Do you have any hint? I had try using full web address with https://www. but it did not work. Any solution?
Need help with Embedding in email templates
How can you embed videos in email templates? When I try, the code shows up but not the video itself. Can anyone help answer this ?
Hi everybody. For people using iPhone, dont you think its inconvenient to manual logging for incomin
I bought android phone purposely to install pipedrive on it. Im aware that Android apps can automatically logging both incoming & outgoing calls. Thats awesome for me because i work as property consultant. Lots incoming & outgoing calls happened on daily basis. So, next year i would love to buy iPhone to replace my Google…
Auto-scheduling activities pegged to a launch date. Is there a workaround?
We really want to be able to automate the scheduling of a series of activites. It seems that the workflow automation feature currently doesn't allow the due date to be set as '5 days before *date*'. Has anybody found a way to create the same result? If you could also use this feature then please comment. User story; As an…
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
Seaking for advice - Email sync issue
My email account disconnected from Pipedrive about a week ago. I contacted Support and they are telling me that they are waiting after Engineers for a solution. Anyone else had this issue before? Email sync is kind of the main feature of a CRM so I am not very pleased right now. Thanks!
Email Template in Workflow Automation
When creating an automation with the new version, I can't seem to be able to email an already created template. Am I missing something? Trigger: Deal Created Condition: Deal is not empty I have also tried a Deal Updated trigger like I had in previous workflow automations prior to new version and still not available that I…
Zoom Integration in "availability option" on scheduler
Is it possible to add Zoom integration on "availability option" used to book an appointment? It could be awesome if, when a client book an appointment using my scheduler, system may generate automatic link to Zoom for a video meeting: I don't know if there is a limit on Zoom API but... it could be a useful option ;-) @Inês…
Question Regarding Workflow Automation.
Who can help me here. I have set up a WA in the following. Deal = Won -> duplicate exicsing deal -> Update deal: Set expected close date " 1 year " There are some other things that the WA must do but that is less relevant for now. The issue: It executes correctly on every request EXCEPT for the expected close date. That…
What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
Pipedrive deleted my leads
Hi, I'm new to Pipedrive and we're testing it as part of the new CRM for the company I work for. I was testing it and as part of my test I uploaded 100 leads (that was last week), and today I logged into Pipedrive and all the leads are gone. Anyone has an idea of where these leads could have gone?
Is there a way to generate a generic scheduler link?
I am writing templates that my team will use indistinctly. These templates include a scheduler link, however they all sync with my calendar. Is there a way to have a generic link that syncs to the person sending the Email only and not mine? I want my team to tweak the template as little as possible to gain time and…
How to show or hide Pipedrive data fields per pipeline
I often get asked if you can show/hide fields on certain pipelines or at certain stages. While you technically can't disable a field from showing on a particular pipeline, there is a workaround we can use. Set all your data fields to NOT display in the details view. Then go through each field and customise the…
Note-taking process in Pipedrive app makes no sense
Hello, I use the PD app to make calls while on the go. DURING my calls, I take notes. If the call lasts 20mn, and the person I talk to tells me figures, names, dates, etc. I want to write them down immediately. However, the Pipedrive app prompts me for notes for the call I'm on only AFTER I've hung up. I end up taking…
Activity log
Hi, I'm trying to identify why an organisation on a few deals has changed from one company to another. Is there anywhere where I can see a log of who has accessed Pipedrive and, more specifically, what they have done?

Problem solving / Workarounds

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