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⏰ 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…
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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…
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Moving pipeline between accounts
Is it possible to move the structure from a pipeline (including fields) to another account? Thanks
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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…
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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.
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Sales Objections Tool: Tell us the objection. Get expert responses. 🙅🔜💰
Browse, copy, download and even save favourite responses by: Time | Price | Need | Trust | Competition | Authority | Industry We know it can be frustrating to receive objections from prospects, but there are techniques you can use to counter with confidence. We’ve reached out to some of the top-notch sales teams using…
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Adding Custom Data Fields to Dashboards?
Is there a way to add custom data fields from a deal into reports/insights/dashboards? We have a custom field we added and i would like to show the count of deals that have a certain value in that field. Our example > the custom data field is the name of the project manager that will be implementing the deal once it…
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How do I get the IOS app to record a text message sent in Pipedrive?
How do I get the IOS app to record a text message sent in Pipedrive?
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is pipedrive support unique text custom field ?
I want to add subdomain in organisation which is unique for every organisation, can it be possible ?
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姓名を日本表示にできますか?
初めての投稿となります。本日よりpipedriveを使用し、HubSpotのデータをインポートしました。 pipedriveの表示が、海外仕様で名姓表示になっていますが、これを姓名の順に日本表示することは可能でしょうか?
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Syncing certain Emails
Hey Guys - Is there a way to have incoming emails from a specific email domain forwarded to Pipedrive?
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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
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Building target lists 'Leads Inbox'
I am finding myself adding leads to the leads inbox from contact records in our piepdrive database for people I want to make sure are front and center for me to contact. Prime targets so to speak. * Is anyone else using this the same way? * does anyone else use a different solution that works well for them?
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Google G Suite Integration
I am trying to integrate G Suite for Business to my Pipedrive... It is not offered on Pipedrive but I do see that there are some third party services that charge a monthly subscription fee... the last thing I want to do is pay another fee. Any insight or suggestions to finding a solution to this issue? Thanks in advance!
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Estimating workflows
Hi all, I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions. Do you have advice on how to get started?
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Receive 'seller' leads from 'real estate' platforms on auto-pilot!
Are you searching for leads? Hi, there my name is Dominique Hoogsteder from Belgium and if you say leads then I can help you. We have build a lead importer and sniffle tool that we can install for you. We will find leads on demand, 24/7: * People that place their properties on the major platforms. * People that place their…
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When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Wo
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Would it be convenient for you if that could be defined as something different and based on one of your deal detail fields?
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eSignature - Can Pipedrive support our process?
Start of process 1. Customer clicks ORDER NOW in a Powerpoint. (This powerpoint is shown to customer to select the option they want to go ahead with, we normally offer them option A, B and C) 3. By clicking ORDER NOW, Pipedrive API is called (i.e. Pass JASON), stores the status of document 4. Customer is redirected to the…
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Group Creation
Hello, I would like to ask if there is the ability to create a group of people to have it ready to send emails.
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Any way to report / monitor revenue from variations of products?
Hi there, we are currently trying to figure out how to monitor revenue from product variations. Example: we've got the product "digital integrations", which as variations has facebook post, linked in post, twitter, and more. In order to keep the product range fairly "small", we would like to work with products more as…
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need to clean out activities in bulk. have multiple new years and veterans day entries
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Can I view LOST deals in the forecast view?
I have been struggling to get Lost deals to show in my forecast view. Can someone advise me how to do this? Possibly lost deals just can't be seen in the forecast view? (I want to be able to use that visual representation to look at recently lost deals, by month) Thanks
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Pipedrive Goals
Hallo, Sinds enige tijd ben ik fan van het vernieuwde Pipedrive Realtime Dashboard. Dit geeft goed de huidige stand van de sales en voortgang weer. Maar ik kan hier geen functie vinden voor 'doelen' of 'goals' Nu wil ik graag voor komend jaar een Goals/Prognose dashboard maken. Alleen is dit nog in de 'beta' modus en zeer…
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REquesting LEAD SOURCE Field in new Leads Section
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
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Is there a way to track "new contacts added" in the Insights section?
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Odd Glitch with automation or my mistake?
Can anybody tell me why the subject line initially populates properly with "Slice Verification" but then almost instantly changes to the organization name? (automation above) Below is a very similar automation and it does NOT have the same problem. The subject stays "Proposal Due"
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Unable to Save New Deals
We have been unable to save new deals for two days. After the data fields are filled, the save button goes light green and the deal will not save. This is happening on both Safari and Chrome, same problem for all Team members.
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Pipedrive Online Meeting Lunedì 28 Dicembre!
Ciao a tutti! Ho organizzato un meeting online Lunedì 28 Dicembre: per chi già usa Pipedrive e vuole condividere la propria esperienza e migliorarne le performance e per chi non lo conosce o è alle prime armi, per chiarire dubbi e perplessità. Vi aspetto, sarà una bella occasione anche per conoscersi "dal vivo"! Per…