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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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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…
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Domain search in Prospector
Anyone knows what one should enter in the Domain field? I tried things like net / .net / com / org / biz but even with all the fields left blank I get zero results. Rob
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What are your tips for "subscription deals"?
We're selling subscriptions to our services. Subscription starts with the deal is won. What's the best way to set this up? Is there a video/article for this kind of setup? * Is there a "subscription product"? It seems that products are made to be one-offs. * There's a subscription feature in deals, but it has a "start…
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I created automation that sends email to new lead. I would like to measure email performance segment
Any idea how to do it?
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Microsoft Teams with Scheduler Link
Hello All, Wanted to get some feedback on how everyone is using Microsoft Teams currently? I love the integration and see how to manually add a meeting through and activity but, I'd like to have a meeting link with scheduler. Is there a way to do this either native or zapier? I have a client that isn't moving away from…
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test (I have trouble submitting posts)
test (I have trouble submitting posts)
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Sending emails without exchange integration
Any work around to be able to send emails when you can't integrate your email provider? iT will now allow it and it kills me to not be able to send directly from pipedrive let alone the benefit of simple automations.
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Hello,
I am a SEA freelance and I manage Google Ads campaigns for around twenty clients.
For a cli
Hello, I am a SEA freelance and I manage Google Ads campaigns for around twenty clients. For a client who is spending € 700 / day on lead generation currently, I was wondering if it was possible with Pipedrive to: To have the possibility of sorting the lead according to the level of relevance of the lead (3 levels: 1) down…