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Website form overwrites important customer data, what to do?
Hi community, My company uses website forms to add newsletter subscribers (for example) to Pipedrive. We are really happy with this integration, but If the person that fills in the form allready exists, Pipedrive overwrites the existing info of the person. As a result, all kind of important information is lost and…
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Workflow Automation - Email before Expiry
Hello, I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date. I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.
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Salesmsg - Does this work in the UK?
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Has anyone found a good system for contacting sales leads using SMS?
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Import d'Organisation sans Personne liée
Bonjour, Je n'arrive plus a importer, via un fichier Excel, d'Organisations Personne liée. Lorsque j'importe des Organisations, celles qui n'ont pas de Personne liée ne sont pas importées alors que les autres le sont bien. Cela fonctionnait avant mais plus maintenant !!!
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Prévision en Volume d'affaires
Hello ! Serait-il possible dans l'onglet PREVISION des affaires, de faire également apparaitre, dans les encarts gris où on retrouve le mois et la Valorisation pondérée, le nombre d'affaires correspondantes ? Dommage de l'avoir dans l'onglet liste ou pipe, mais pas dans les prévisions ! Merci
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Hi everyone! How to send automatic emails to customers in different languages? I have 2 default lang
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categories
Hi I'm new to using Pipedrive and was hoping someone could give me some guidance on how I put my leads into categories. I'm currently transferring spreadsheets from excel but would like to be able to put each spreadsheet into separate lead categories. any help would be appreciated.
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Dynamic Custom Fields
Is it possible or will it ever be possible to include the option to limit the available choices in one custom field based on a choice from another custom or system field? It would also be nice to block a field from being completed unless a pre-requisite field is completed.
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Pipedrive and ABM
Does anybody know if Pipedrive integrates with any ABM companies/platforms?
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Workflow Automatismus
Hallo zusammen, ich würde gerne folgenden Workflow Automatismus einrichten: Kunde wird in Phase "Erinnerungsmail" geschoben, anschließend geht nach 6 Monaten eine Mail aus den Vorlagen raus. Ich habe soweit alles hinbekommen, nur der Zeitverzögerte Versand klappt noch nicht. Kann mir jemand helfen und verraten, wie ich es…
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Calling from phillipines to england
Can someone tell me the cheapest and best ways of someone in the Phillipines calling customers in London. Thanks!
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add contacts automatically from incoming mail
Is it possible to automatically add contacts from incoming mail?
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Deal Progress Report
I'm trying to create a Deal Progress report that shows how deals have changed in past 2 weeks. The existing (out of box) Deal Progress report shows when a Deal enters a stage. But that's not what we're looking for. For example we want to see that in the past 2 weeks: 5 deals moved from Stage 1 to Stage 2; 7 deals moved…
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Two different products at the smartdocs, how can I separate?
I'm working with smartdocs. If I have more than one product at my deal, how can I separate this differents products datas at the smartdocs? When I copy the placeholders at the document, the products aren't separating. There is just one option. Smartdocs + Products + Deals
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VOIP Phone Integration recommendations please.
Hello, I am new to Pipedrive and like it a lot. I'd like to ask the community for recommendations on a VOIP phone integration. We are a small team and need the basics. I've looked at Kixie and it seems a little pricey. Any other recommendations?
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Extraction de données du corps de l'e-mail + creation d'un prospect
Bonjour. Je suis face à une situation de ce type. Je reçois des emails de Seloger, ou d'autres portails immobiliers avec les coordonnées des clients dans le corps de l'email, qui ont fait une demande sur nos propriétés. Est-il possible d'extraire les coordonnées de clients (leur nom,tél,mail), qui sont dans le corps de…
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Help Updating Deals in Airtable via Zapier
Hello, Has anyone been able to mass update deals automatically via Zapier into Airtable (or other software?) I've got a zap set up to bring new deals into my Airtable pipeline. However, when I update existing deals in PD it doesn't automatically update in AT. I've set up an "Update Deals" zap but it seems I need to create…
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Hi All! I'm encountering issues in building reports around call outcomes. We do a lot of outbou
Hi All! I'm encountering issues in building reports around call outcomes. We do a lot of outbound calling and I'm unable to generate any reports per salesrep that gives me stats on their calling performance e.g. interested conversations, not interested, no response, etc. How many of you find this reporting critical?
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Automation with "no activity" trigger
I created an automation in which a filter is a trigger but it doesn't work. Maybe someone can help me. So the filter is: there has been no update by the deal in the last 2 months. I put it as a trigger: These are the conditions for the filter: Am I not seeing something? that the trigger doesn't work? Thanks in advance for…
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Company name in mail template incorrect
When opening a mail template for a contact, the company name (automated cell) indicates the name of the PREVIOUS company I mailed a template to. I repeated this with multiple contacts, with the same result. (The first mail template after launching the app, the company name is empty.) The same error with different…
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Inconsistency Google maps plug In
Hi there, we are using Pipedrive for a half year now, and have some difficulties with the Google maps Plug in. please give me your thoughts: - Pipedrive is connected with our ERP system. - We send the address detail fields tot the API of our ERP. Sometimes there is no result or a bad result from google for the address…
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Need to add UK £ as a currency
OK, so probably a simple thing to fix but I can't find where the settings are. My account default is $USD but many of my clients are in the UK and I can't see where to add UK£ as a currency. I've tried the custom currency but it gives me a weird code 3G_ when I just want it to say £ GBP Anyone ?
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Campaigns automation / Mailigen
Hi, Pipedrives campaigns come from Mailigen, and works ok. But I was woundring when and if anybody know if automations for campaigns also will be implemented same way as it is in Mailigen? Mailigen have a really cool action setup based on recivers behavor for market automation, that would do a lot for Pipedrive campaigns…
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Different emails to different contacts within a single company
Hi. I work mainly with creative and advertising agencies. These agencies work in client teams, so I, more often than not, need to reach out to the creative or account directors in each team. However, my emails very often get forwarded around. I would like to know if there is a way to setup a campaign to send different…
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How to get rid of non-deal related items in Emails and Activity reports?
Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way to…
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Search Klenty Tags within Pipedrive
I'm syncing Klenty with Pipedrive. Is it possible to search for Klenty tags within Pipedrive?
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How can I track profits?
Is there a built in feature that enables me to track profit by entering cost?
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Migrating community account to my personal profile
Hi! I want to keep my profile as I have quite a high reputation on this forum. However, I have moved to a new company (where of course using Pipedrive). The email is tightened to my account in a previous company, where I can change it in Pipedrive. However, I cannot use it independently. I believe it would be great to have…