Problem solving / Workarounds

2way sync Pipedrive Mailchimp GDPR challenge
We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from…
Shorten MS Teams meeting link in the location field of an activity
I want to send potential customers Teams meeting with Pipedrive using the integration. When I set up the meeting, the link to the Teams meeting is set in full length into the location field. When I send this out to a potential customer, it looks very unprofessional especially when you open it in MS Outlook: Is there any…
Add custom Organization field to Deal Title (using workflow automation)
Hi all, For my startup doing work for healthcare organizations, we have numerous deals per organization. It's therefore super important to have an overview in the Pipeline of what department the deal is about, not just the organization. I have managed to add the organization department to each Deal Title through wf…
I am looking to connect with other business consultants and brain storm best use cases for using Pip
Dynamically calculated due dates for activities
Hi PD community, I'm looking for an advanced way to define due dates. Currently we have either static due dates (e.g. 7 days after creation) or dynamic due dates based on the exact value inside a deal custom field. We have a couple of use cases where we want to define the due date based on the date inside a custom deal…
Mudar cadastro de Pessoa para Organização
Oi pessoal! Como seu faço para mudar um cadastro de Pessoa para Organização, sem precisar exportar a lista de contatos.
New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
אוטומציות בין סמוב לפייפדרייב
Hi friends! I want to create automations for creating and / or updating contacts between Pipedrive and Smoove. I want either one to pull data from the other, and update fields or create new contact, if none exists. My contacts have custom fields. The main one which I am getting a headache from is the events history. I want…
Insight Reports - Export Option?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
Integration with housekeeping or cleaning software
Hi! Does anyone know if there are housekeeping or cleaning softwares that can be integrated with Pipedrive? We basically need something for housekeeping team task management and work allocation. The integration should be two-way: sending and receiving information. Thanks in advance!
Multiple pipelines and auto converting
Hey everyone, I`m trying to resolve one headache :) Have multiple pipelines for my deals, they are based on different cities. Tried setting up workflow automation to trigger auto converting from lead to deal and made it, but there is no chance I can define what pipeline deal should belong to. How can I resolve this? Thanks!
K12
Are there any organizations here that are in the K12 Vertical space? I would love to see how you are working around uploading District/Schools and how you map them.
Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline – not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:…
Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
Does anyone have an automatic process set up to maintain a List of Organizations from Pipedrive in S
For reasons not worth going into here, we need to keep our list of customers that is maintained and updated in Pipedrive also available for browsing in a List in SharePoint Online. Please help!
How to create a to do at 365 days minus 7 of a deal close date?
Is it possible to have a to do auto generate based on X number of days before a date? Like if you close a deal and you want to set a to do a year in the future (minus 7 days) so you can reach out to them right before their close anniversary date?
Webforms that work in China
I have tried to use several of the webform that sync to Pipedrive from China. They all work but the loading performance when the user goes to the form is so poor we cannot use them. Has anyone found any China companies that offer forms that sync with Pipedrive?
Ich habe eine Frage zu Label Funktion in Pipedrive ( siehe Video )
Danke Ich habe weitere Labels vergeben. Sie tauchen aber in der Workflow Automation nicht auf. Nur die 4 Standard Label sind dort. Gruß Florian https://www.loom.com/share/0599ddbba49742aa93867299ca6e9dc9
question: why do I have, as a task, to call all the name of the importations i made??
hello, I am very new... french is my mother tongue... I try to import data and to each new client name I have an activity that is automatically added : to call that person. how do i delete this activity? I don't want to call all the client I add... at least not now... Many thanks . Tiphaine.
👀 Have you seen the Pipedrive Academy yet?
https://pipedrive.hubs.vidyard.com/watch/2Kc9K4SV3kHuf51N5z19Ca? If you didn't know - now you do. The Pipedrive Academy is where you can see all of our video content in one place without any distractions. You can learn all the basics of Pipedrive plus access a lot more How-To content and webinars. 🧠 So if you enjoy a…
Send won conversions to Google Analytics
Hello, Pipedrive community! I have a question about pipedrive-GA integration. When WON, how can I pass this event to google analytics goals? I know there are third services that offer data integration. But I couldn't find specific events with WON there. You would really help me.
Almost no one wants to interact with our chatbot. Does anyone have similar experiences or ideas on h
List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
Email to as deal owner rather than limited options?
Any idea on how I can have the email sent to the owner of the deal that is associated with the activity rather than the activity creator?
⏰ Event: Feature Canvas for Your Next Product or Service Idea | Jan 26th, 2021
Explore the framework to start working on a feature or idea, keeping in mind users, problems, and context. 📌 Who is it for? Product leaders, researchers, UX/UI designers, marketers, CX leaders, and everyone interested in building human-centric products and companies. Register for free here. 🔔 Follow our Events topic to get…
Deal moves to different organisation
Hi everyone, I'm having a lot of issues with deals changing to different organisations when a contact moves to a new company. I walked through this problem a couple of months ago with someone from the Help team but didn't really solve it. For example, Joe Smith moves from ABC organisation to DEF organisation. When I look…
Moving pipeline between accounts
Is it possible to move the structure from a pipeline (including fields) to another account? Thanks
Link for webbmeetings.
Pipedrive has a superb function for creating calendar invitations to the customers from within the CRM. Earlier before the new Zoom-integrations was implemented, when I didn't write a physical address, a Google Meet link was attached in the invitation to my customer. Now, If I leave it blank and doesn't include the Zoom…
How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.

Problem solving / Workarounds

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