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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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Email Tracking
Workflow automation needs a lot of work. I'd like to be able to use it to update a deal's fields "on deal update". As it stands, sending an email or editing a note related to a deal, even through the deal window, does not count as updating the deal. This makes no sense to me, it should update when anything about the deal…
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Deal Stagniert als Trigger für Aktivität oder Automatisierung
Hallo zusammen! Ist es möglich basierend auf den Tagen wie lange sich ein Deal in einer bestimmten Phase befindet eine Aktivität zu starten (oder sogar eine Automatisierung)? Beispiel: Ein Deal hängt in meiner Phase "Anfragebogen empfangen" hier liegen meine Deals, an die ich meinen Anfragebogen geschickt habe und nun…
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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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NEW CUSTOMER - DEAL WON - UPDATING ORGANISATION AND CONTACTS TO CLIENT DOES NOT SYNC CONTACTS TO THE
I am not sure what others think of this but for me when I update an organisation to "CLIENT" status after the deal is won, this does not flow through to the contacts that are associated with that organisation that is now labelled as "CLIENT". Now thinking about how you can have contacts as leads that you have never spoken…
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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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Organization fields disappeared
All our Organization fields disappeared this morning. It asks me to customize fields and or Add Details (screenshot 1). If I click on "Add Details", it just gives me a "DONE" button (screenshot 2). If I go to the Company Settings / Data Fields / Organization, I can still see all our Organization fields listed in there…
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How do I create visibility of open and won deal in my pipeline?
I have a rather different business where there are multiple steps to winning a deal. Basically, a deal can be won at stage 4, and then over the course of the next 3 stages, it is possible to lose the deal still and or win a much bigger deal on that 7th stage. I want to show the deal as won after the 4th stage, but I want…
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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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Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
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Hello there, I thought of a solution for a problem when sending emails in pipedrive with fields: As
Hello there, I thought of a solution for a problem when sending emails in pipedrive with fields: As of right now it is not possible to mark a field in an email as bold or something else. You cant style a field :( . Also I would like to see how the email looks before sending it, because sometimes the styling and spacings…
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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…
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Require help with an filter in Pipedrive Insights
Hi, I hope you all are doing good. We at Roq.ad want to find a way to look at all the companies in our ecosystem for which we have either changed their expected close date, subscription amount or stages in past one week and we want to do this every week. I know I can find the changes made in the timeline of each company…
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Can we Please Get This Old Deals Progress Report Back
This deals progress report was far more insightful compared to the current versions you can produce. This has goals and all of the different stages in one report. Can we somehow get this report back on the platform.
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Group emails - best way to do 300
Hi - when group emailing, what's the best method of selecting the second set of 100 people to email. If you have 300 to email it picks up the first 100 but doesn't (I think) make the second or third email groups easy. Thanks
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Email Attachments
Hi everyone if you are emailing a customer from a deal and you what to attach a file that is also in that deal how do you do it with out downloading it first ? I have tried to drag but it doesn't work for me
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Update Contact on pipedrive with integromat
Hi 👋 I have a website (Bubble) and I'd like to update my contacts when they do in my website. I tried using Integromat, but it needs the user ID of the contact to update. The only way I found to get this user ID is to list all contacts then filter by email... It asks around 5k operations on Integromat, there must be an…
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Can a Contact be unassigned to someone. ie a potential pool for future leads?
i have an account which is only used for allocating contacts who are classed as raw data and has not been qualified for asigning to an agent. is there anyway of having contacts unassigned as thing is a spare seat which is never used for anything else? Thanks
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Using Pipedrive to mange outstaffing deals
feedbackHi Folks! We are looking for a way to use Pipedrive for an outstaffing business (matching candidates <> positions(deals)). There are many to many relations between candidates and positions. The current workaround we use: * We create candidates as Person in Pipedrive and assign them the label "candidate" * We add…
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Join the Pipedrive Roundtable!
Join our Roundtable for Tips and Tricks on Friday, April the 16th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
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Settings to improve workflow
Hi community, Question: when hovering over a contact name in an organization, besides phone and email I would like to see the job title without having to open the contact first. Can I set this preference, and how?
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Question on auto-scheduler for google calendar meetings
Pipedrive's auto-scheduler has stopped adding Google Hangout links to my calendar invites. It used to work automatically. When clients schedule a meeting with me now via Pipedrive's scheduler, there's no meeting link and no way for us to have the meeting. What am I doing wrong here and how do I get google hangout links to…