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Gibt es die Möglichkeit eine Massenbearbeitung rückgängig zu machen?
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Pipedrive Datawarehouse
Is there a good tool that can load the Pipedrive data into our data warehouse? We are currently using Stitchdata and the integration for Pipedrive from Singer, but it doesn't work well with the deals products yet. However, once products are removed from a deal, they are not removed from the data warehouse or marked as…
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Automation to move deal to next stage after email send
I'm looking to make an automation that would make the deals move forward in the pipeline when we send an email to the person linked to the deal, is that possible? Workflow would look like this: 1. We send an email to person A linked to the deal (automated or manually sent email) 2. Deal moves in pipeline from stage B to C…
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Advice for exporting revenues details
How can we export in an excel the subscriptions and additional payments' revenues and dates from inside each business?
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Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change le
Comment chercher les changements de propriétaires de leads ? j'ai un souci mes commerciaux change les propriétaires de leads , je ne peux les en empêcher mais je souhaiterais visualiser ces changements . Comment faire ? Pour savoir qu'elle entreprise a changé de propriétaire ?
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Honoring the Reply-To header in email sync
We have a form on our website which is filled out by our website visitors requesting a price quote. This is our main method of collecting leads. Once the form is filled out, it's emailed to our sales email address which is used with the email sync feature of Pipedrive. We also create a deal in Pipedrive using the API. The…
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How does SmartDocs deal with line breaks in variables? Are they altogether ignored?
Hey community, we are starting to use SmartDocs, and using the variable [Produkt Additional Information (product custom)] among others. We want to fill this Variable with a bunch of bullet points. Unfortunately, these line breaks are gobbeld up by the SmartDocs magic - is that true? Does anyone work with line breaks in…
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Email Tracking automated Follow up
Hi! I'm looking to build a workflow that sends an email every time a lead is created —> delay 2 days —> check if they opened the first email ——> IF yes then stop. ——> If not send a second email Is that possible? Thank you!
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Update Lead Value WIth Workflow
I need to update the lead value field using a custom field from the person object. For some reason though the lead value only gives me the option to set a specific value when creating a workflow. Is there a solution for this?
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Gmail Add-On crashes Android App!
Is anyone able to use Gmail Add-On on Android phone? When I click on it in an email thread, the android Gmail app crashes instantly! It works on the Web perfectly.
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Mapping the ‘Non Text Fields’ in Klenty
Is there a way still to map 'non text fields' in Klenty? We are using that to map titles and salutation. It seems the function has recently been disabled.
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Calendar sync best practices
Hello All, I was going to connect my Google Calendar with Pipedrive and saw many posts around calendar sync in the community. Seems like there are some flaws around the sync. Could someone help with the best practices with calendar usage?
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Why Pipedrive doesn't allow to create a template spreadsheet with products? It is any reasonable exp
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Separating leads without tags
Hey everyone! So I have two divisions under me - I was wondering if there's an option to keep leads separate for both without using custom tags?
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Dependent custom fields
Hello, Is there any way to create dependent custom fields?
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Signature for Email TEMPLATES
Is there a way to automatically add my signature to email templates or do I have to paste the signature into every template?
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Easy way to memorize names & faces
Is there a way to easily practice memorizing people's names and faces? I want to be able to call everyone I meet by name, even a few weeks after I've met them. The best way to practice putting a name to a face is probably through a game or flashcards of some sort... Ideally in Pipedrive or in an app, does anyone have any…
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Asking for Advice || Credit collection process in Pipedrive?
Does anyone use pipedrive for credit collection followup and control payment compromise agreements for customers?
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email tracking
I am using the email tracking feature to track when my target opens an email and how many times it has been opened. However, what I just realized is that when I go click on that message in my "sent" messages folder in Outlook, PipeDrive will also track that as my target opening the message. It's a bit misleading obviously…
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Why create an org and people record with a Lead?
Im just starting to dig into Leads. I notice when creating a Lead, it automatically creates an Organization and a Person record. Typically, a Lead inbox or table is to be a "parking lot" of data with sales targets that are potentially interested in your goods/services but you havent qualified them yet. Having a Leads…
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Need a way for leads to have "No Assignee" when new
When a new lead arrives in we may not be sure which account executive will take it (first person or best person etc.) so we need some to just sit in the lead inbox for anyone to take. Is this planned functionality? Requiring an owner is very limiting.
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CALENDAR AVAILABILITY QUESTION
Dear Pipedrive Community Brainstrust, I was wondering if someone would be able to make a suggestion for this use case: We are an organisation from Australia called Sober in the Country and our CEO travels across the country when invited to speaking events. We want to be able to have a link on our website where people can…
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🔴 LIVE WEBINAR "How to Import your Data", with our Support Team every Tuesday and Thursday
📌 Register here to join our event! How to get your data in your Pipedrive account; get a live demonstration and Q&A from the support agents' experts. You’re invited to join our live webinar about Import! During the session, our team will showcase to you the product, explaining in detail how it works, and much more. You’ll…
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How can I link multiple e-mails to one deal
By receiving e-mails it would be necessary to have to option to select multiple e-mails and link them to one deal. How is it possible? * automatic deal suggestion does not work in many cases or does not add the emails to the relevant deal.
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peter@artparks.co.uk
Can someone tell me why i can not get through to you in the section called "Have a converation" and the email sent to support@pipedrive.com.>: came back as undeliverable.
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Setting activities for multiple leads
Is there a way to add a single to multiple leads at the same time? I want to set a deadline to contact a number of leads. But I can't figure out how to set the deadline for multiple leads at the same time. I have to go into the leads' individual pages. Anybody?
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Help with Quickbooks online integration
I've established the link between PipeDrive and our QuickBooks account. On my initial test to create an invoice, I'm able to to see the contact info coming over from Quickbooks. However, nothing populates in the 'product name' dropdown, despite these 'products and services' being established within Quickbooks. I don't see…
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Automated meeting reminder for clients prior to meeting they booked with Pipedrive's Scheduler
Does anyone know if it's possible to set up a workflow automation, so when a client books a meeting they are reminded 1hr prior to meeting? It doesn't seem possible through Pipedrive itself as strangely enough scheduler Pipedrive's appointment calendar isn't a trigger. I've tried it through Zapier but just cant seem to…