Seeking Advice

Android upload multiple photos
Is a feature to upload multiple photos on Android coming? It's annoying enough to attach the photos individually that we currently keep them outside of pipedrive, and we definitely need a better system to associate them with each client/deal.
Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
DETAILED COMMISSION DASHBOARD
Hi Friends, Can anyone name few portal or app which comply with the followings? * Integrated with Pipedrive * Integrated with Xero * It can support different commission level (range 1 - 100K, 5% AND range 100,001and above 10%) * Simple and nice dashboard You can email me at hosseinm@energybuster.com.au. Thank you, Hossein
How can website activity of existing person be tracked?
Hi, we have people coming into PD from a formstack form via Zapier - The person is then sent an email from PD. I have used CRM's in the past where cookies are used to then track the website activity of the person on our website (this involves a code snipped on the site also) - is this possible in PD? I would expect to be…
How to update reports
I have changed some deals to lost, but the report looks the same. How to update reports?
Personalised Emails through Campaigns
Hi, Is it possible or will it be possible that when sending Campaigns the system automatically takes a name + surname and inserts it in the greeting of the newsletter? Like it is possible in emails with inserting fields. Since we have all the users in the system, we have their names that would be easy to do? Thanks!
How to visually map relationships with Pipedrive (like Obsidian or Roam!)?
Hey ... now then ... we rely a lot on referrals, and we'd love to be able to map out how all our clients have ended up with us, how they are all linked, who are the big referrers, whether they share characteristics etc. So .. does anyone know of any 3rd-party app that could connect with Pipedrive to enable this to happen?…
Issues with mailing address csv import
I am trying to import a csv of organizations with a mailing address field. After importing, the address field is blank for about half of the newly imported organizations. Why? Does the text need to be a perfect match with the text string in Google Maps? Some other reason? I manually added some of the failed addresses…
Seeing leads under a contact
Is there any way to display the leads against a contact / organisation when viewing the contact or organisation? At the moment I have to go to the Leads Inbox and look through there.
Moving custom fields from Organisation to Deal
Hi All! Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level? I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected? Thank you!
Onboarding Best Practice List
Hi All - just wondering if anyone has a onboarding process for setting up Pipedrive? Thanks. Rob
Coworking Operators using Pipedrive
Hello, I would like to connect with any other coworking operators using Pipedrive. Since coworking spaces are membership based, I'd also like to connect with any membership based organizations to discuss best practices for setting up Pipelines for our industry types and unique sales process. Andrea Howell
What is the best option to integrate Whatsapp within Pipedrive?
We are looking for a reliable option to integrate Whatsapp with Pipedrive, hopefully to have all conversations inside Pipedrive and not in the Whatsapp web chat, are there good solutions for this?
Error with multipleOption field via API
Here is the error we are getting: Failed to create lead, error message: provided dataset is not valid, error_info: Custom field validation failed. Error: Expected values of multipleOption field to be numbers. On the website this field is a dropdown. The option names in the website and in Pipedrive match. Any help would be…
Process Optimization
Hello there, I have stumbled upon a bit of a process problem. So we have 2 teams in our business, Outside Sales (Todd) and Internal Account Managers (Dwight, Jim). When Todd goes out and brings new business in he starts the deal but then, after the conversation is started and is presented with a business opportunity, he…
Campaigns going straight to junk mail
So I am trying out the Campaigns feature and did test run of the email, however it was immediately flagged as junk mail. How can I stop this?
Multiple quotes same deal/prospect.
I've been playing with products and sales docs for few days and I think I can make use of it and keep everything in pipedrive which will greatly increase my productivity. I'm trying to figure out how to best handle quoting multiple options though to the same prospect. Let's say a customer requests a quote on replacing the…
Reliable Customer Number mapping
Hi all, i'm looking for any ideas how to map customer numbers reliably. We want to move from an old system to Pipedrive, one of the reasons being we don't have any reliable customer numbers. In many cases, a single debtor numbers are used for multiple vendor doors, and there is no reliable way to map these numbers into…
Can we send an encrypted email to a client?
Integrate Notion and Pipedrive - advice needed
Hi, I would like to trigger a Workflow Automation in Pipedrive based on a change to a database in Notion. Automate.io can do this, but since being acquired by Notion they are no longer accepting sign-ups. Zapier only allows triggers from Notion on a new Database entry, not a change to an existing DB. Does anyone have other…
Email Sync Issues
Our company has had this email sync issues for 4 years now with no resolution and maybe someone in this community can shed some light for us so we can stop trying to fix things and actually get to use PipeDrive like we should be. Our business is colleges and university graduation products and we send out a ton of emails.…
Subscription revenue report - Values of the one-time payments
Hi! I have added the subscription plan to most of my customers. In some cases, we have payments that are billed extra, so I added "Additional Payment". In other cases we receive the payments only once so added it as "Payment schedule" - 1 payment. When I generate a report I want to see how much revenue we are making -…
Help: I'm Tired of Errors in Sales Quotes and Long Lead Times
Hi all! So, I am currently working in the manufacturing industry as a Sales Manager. We design and produce refrigerated display counters, display cabinets, cold rooms and freezer rooms. Within our company we have different departments such as sales, engineering and production with different systems being used. A flawless…
Purchase Order with PD
We have products that we buy and sell, some for stock some for client backorders. I am wanting to see how people handle purchase orders and inventory using PD. There is a products function, I just don't see the easiest way to place orders, bring them to inventory and or ship out from backlog... I'm curious what people do…
Can you send emails from different email accounts?
Hi there, I have managed to sync two different email accounts to Pipedrive. Am I now able to send and track emails from both email addresses? If so, how do I set this up? Thanks in advance.
Hiding Financial Details
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
Using seasonal products
We are using products seasonally as we are in the Promotions business (Black Friday or Xmas for instance). I was wondering how other companies are using products and managing seasonality. Do you deactivate or delete the products after the event is over? Do you update the product with new pricing to be reused the following…
Re-Targeting
can Pipedrive or a software platform that works with PD process re-targeting data and retrieve addresses from pixel on the web to do followup postcards?
Quote and Contract Flow
Hi! I'm trying to setup a flow for clients where I send a quote, they configure their product selections, sign a contract and pay the invoice. Is this possible using 1 flow?

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