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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?
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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…
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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 ?
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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…
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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…
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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?
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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 ?
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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…
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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…
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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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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…
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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…
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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?
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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…
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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…
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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?
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Follow up
Hi there, At this moment we use activities for follow up. It works fine, bot we would like to refine the process, because suddenly a week has passed, and we didn`t follow up on the planned leads. I am looking for something like this: Every morning I want to delegate out 1 phonecall to each of my colleagues. Only one. I…
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Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
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Troca de API Key [Problema]
Pessoal, preciso de uma ajuda. Tenho uma landing page cujo o formulário de contato está integrado com o Pipedrive. Porém precisei trocar a API Key para a de outro usuário do Pipedrive. Fiz a troca, porém os leads continuam sendo enviados para o Pipedrive como se fosse da API anterior do outro usuário e não do novo usuário.…
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Planned: Sales Documents for teams 📄 🧑🏽🤝🧑🏼
Pipedrive knows that composing a proposal is in most cases a joint task involving several people in a team or organisation, sharing documents, content, insights and contributing with their knowledge to present a client with the most compelling offer. Currently, Sales Documents doesn’t fully support this internal process…
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Unleashed API
HI There, I'm trying to integrate my Pipedrive with Unleashed. They have an API available but their support team came back with the below. I'm not sure how to go about this. Any help would be greatly appreciated. Thanks
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Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
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Outlook Calendar Synchronization (Problem with time zones)
Hello everybody, we have a problem with the calendar synchronization with Outlook. Appointments that are entered via Pipedrive are displayed correctly in the main calendar view in Outlook. In the detail view, however, the appointment is shown two hours earlier. This problem is probably related to the transfer of the time…
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Centralised email signature management - attempted workaround
Thought I'd share my efforts here for anyone looking to solve this problem...looks like a decent amount of people struggle with this as well. In an attempt at a workaround for centralised, email signatures, I made email templates for each of our sales reps for them to copy and paste within PD (copy and paste from Word,…
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Deleting People associated with Deleted Organizations
How do I delete people associated with deleted Organizations?
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Help with automation - can a deal be "looked up" to extract data?
Hello Pipedrive forums, this is my first post! I'm working on building out Pipedrive to support reaching out to MANY clients to add them to a call generation/ad campaign. I am using an existing deal as a "master deal", and want to use the deal ID to look up the deal. I am thinking about adding the deal ID to a different…
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New field types
Could you please indicate if you are planning to add some more field types like computation/calculation fields? For instance, adding the square meters (m²) (a) and the price per m² (b) results in the calculation field being updated = Rent per month (c). a x b = c
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Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment I appreciate any feedback and comments.
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Combining Partner/Partner Contact For Address Labels
I'm a realtor and need to mail letters regularly. I usually am working with couples. I have them setup as separate contacts, linked together with a custom person field "Partner/Spouse." Example, couple John and Jane. John has Jane's contact linked on his page, Jane has John's contact linked on her page. I need a way for…