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New: Date fields now trigger Automations! 📆 🤖
Why? * Build automations when date fields values change (Deals, People, Organizations) * Share date-related data from a trigger event into an action event (e.g. "Deal expected close date", a custom Person date field) For whom? * All users with Workflow Automations (Advanced plan and above) What can a user do? * Use default…
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How are people using Lead Title?
How are people using Lead Title?
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Advice wanted: Marketing permission management
Hi, I am new to both Pipedrive and Campaign Monitor and I am looking to create a smooth, GDPR-compliant, easy-to-overview setup for our marketing permissions. I know I can integrate the two, which I intent to do, but can I then see, say, on a person overview if there is a newsletter subscription (through Campaign Monitor)…
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Link a contact to two different organizations
Hello everyone, is there a way to link a contact to two different organizations?
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Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
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Using contact fields / merge tags in links in email body
We at StoryXpress are building an integration that will primarily let Pipedrive users attach video links in their emails and in order to make those links trackable there needs to be a query parameter in the URL that holds the email of the recipient. Here's what Pipedrive currently allows us to do with the Insert field…
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What is the URL that allows people to unsubscribe?
Thank you for the locked URL at the bottom of the campaign newsletters - but because it's our first one we want to give everyone the opportunity to unsubscribe at the very beginning of the newsletter. How do I find this URL beffffffore sending the email out? Thank yooooou!
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What if you want to sync emails more than one-year limit
Greetings, I have a client who wants to sync all his emails to Pipedrive. But it turns out that Pipedrive has a one-year limit for email sync. Is there any way to sync emails older than one year? Thanks.
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I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's
I'm a real estate agent just getting started with pipedrive. I'd like to track things like seller's / buyer's closing attorney, home inspector, termite inspector, lender, etc. with deals. I started by adding fields under "organization" in deals but then realized that maybe I should be using "participants" for this. Any…
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How to track demo no-shows?
Hi all, At the moment, we're tracking people who scheduled a demo but didn't show up in a spreadsheet because I don't know how to track that in Pipedrive. I suppose it wouldn't be a good idea to have a "No Show" stage in a pipeline as each step of a pipeline should be mandatory for the vast majority of prospects. Also, it…
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Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
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Email Attachments
Hi everyone if you are emailing a customer from a deal and you what to attach a file that is also in that deal how do you do it with out downloading it first ? I have tried to drag but it doesn't work for me
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Folder/label sync across email sync tool
Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!
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Controlling emails added to Pipedrive with LABELS
I'm a little confused. From what I can tell, you can either have ALL emails synced into pipedrive, which doesn't seem sensible considering there could be sensitive information/data that you wouldn't want ending up on a foreign system that they can access ... OR You control what emails are transferred via the use of Labels.…
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MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
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Reports based on product category
How can I create a sales report/funnel report based on a product category? This seems like a must have. I don't have time to create a report and type each individual product name in a sales/funnel report. Any suggestions??
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Migrate Data from One Custom Field to Another 🔄
https://pipedrive.hubs.vidyard.com/watch/MDUg2PWw2bSGEHX88c4rpk?Learn how to map data from one custom field to another using the universal identifier. This will require an export and import from Pipedrive - but don't worry, it's super easy! Just have a look in the video 🎥 🔔 Be sure to check out the full Learn from a…
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Linking one email to multiple deals?
Is it possible to link one email to multiple deals in multiple pipelines?
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Seeking Advice - Organizing/Naming Pipelines
Pipedrive community, I am looking for advice on best practices regarding organizing/setting up Pipelines. I am taking over leading our sales team and the previous manager was not using Pipedrive to its full capacity. We sell digital marketing services (Web Development, SEO, Social Media, Ads, Etc.). Here's our current…
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Activities and/or notifications triggered by Inactive Days
I want to get a notification, or trigger an activity, for People or Organizations for which I haven't had any interaction with for a set number of days. For example, if there's been no communication with a specific customer for 90 days, I'd want to get an alert to act on them. Pipedrive used to have this feature in the…
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How do I recover deleted activities?
I accidentally bulk deleted my overdue activities on all my deals. How do I undo this mistake? Either by a bulk method or by recovering individually in each deal?
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Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
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What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Field Definition Hovering
As I have spent time building out a training website for our team... this idea came to mind. If we could define fields (built-in and custom) in Settings, and then have those definitions show up either by hovering over a field or displayed right underneath a field, this would really help new and experienced users! Even…
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How do you segment and create a call list by time zone
Hi, I would like to pull a list of my prospects by time zone to make sure I call at the most appropriate time. How can I add time zone to prospect information.
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Has anyone been able to set up a google voice VOIP number to work with pipedrive calling function on
The only options i see so far are facetime, Skype for business and microsoft teams...all of which are overkill. I'd rather not pay for a weighty integration, when all i need is a voip number...
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Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
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🎙️ Podcast recommendations and an exciting announcement!
https://pipedrive.hubs.vidyard.com/watch/W5Ey5wJoBogNutKEkzUu5i?muted=1?ref=community_post ❓ What podcasts do you listen to? What are your favorite episodes? Comment below or 🎉 add them to our official collaborative playlist on Spotify! 🎉 ➡️ Adding podcasts to our collaborative playlist is easy as 1-2-3. Anything to do…
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Advise on JIRA Integration
Hey, Has anyone got integration to JIRA and are able to share some use cases? We are looking at options so that we can manage customer-related activities from Pipedrive in our team workflows on JIRA. Thanks Jake @Marketplace Apps @Pipedrive Integration