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Add activites in bulk with date and start time
Hi, I need to import activities in bulk, in the column Activity - Due date I write the date and time like this: 2021-11-19 15:00:00 (That is how the column Activity - Due date shows when I export it and have date and start time) But when mapping the data it will only get the date but not the start time. I've tried every…
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How does one trigger a data request to an API? We are working with a 3rd party software company tha
How does one trigger a data request to an API? We are working with a 3rd party software company that is building native integration with Pipedrive for us. The idea is to send them an address and they will return data on the address that will be added to specific fields in Pipedrive. What best practices do you have on how…
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Secure your account with two-factor authentication
Data breaches can cost businesses millions in lost revenue and damage to reputation. According to Verizon, over 80% of data breaches are due to poor passwords By enabling our two-factor authentication feature, you add an extra layer of security to your Pipedrive data with an additional step in the login process. If the…
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Changing Sender Email
Hello, I am looking to change the sender email. I am sending many email on behalf of the founder and I need to be able to change the sender email. I don't want the receiver to see ME as the sender, but the FOUNDER as the sender. How can I do this from my login. I don't want to send from Founder's login. Please advise.
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How can I link the Google Calendar schedule created before synchronizing the calendar to the pipedri
Hello pipedrive users, I have a question about google calendar sync feature. How can I link the Google Calendar schedule created before synchronizing the calendar to the pipedrive?
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Automatische Feldanpassung je nach Unternehmensart
Hallo zusammen, bin neu hier und hoffe, mich an alle Channelregeln zu halten ; ). Ich habe folgende Frage: Wir haben unsere Kundenunternehmen nach Unternehmensarten eingeteilt. Besteht die Möglichkeit, je nach Unternehmensart andere Auswahlfelder zuzuordnen bzw. nicht benötigte Felder auszublenden? Vielen Dank für Eure…
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Does anyone know how long the data could be download when we exporting data?
Does anyone know how long the data could be download when we exporting data? I want to figure out the exact date!
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How to close sales deals in 7 steps 📢
Read our latest blog article that covers the 7 steps you can take to close sales deals and 7 tips and techniques to help you win new business. Research from RAIN Sales Training shows that top sellers achieve significantly higher win rates (48% vs 37%) and hit their goals more often with fewer points of contact with the…
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🧠 Top 13 benefits of using email marketing
What do you think is the best use for email marketing? Email marketing is a flexible tool that drives sales and builds brand awareness. According to the Direct Marketing Institute's 2019 report, email marketing delivers a return on investment (ROI) of $52 for every $1 spent. That’s an impressive return. And it may make you…
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Question & Advise + Dashboards + Values
Is it possible to visualize data in percentage values using Insight Dashboards? eg: I am wanting to show numerical data (from Deals fields) split by Organisation or another non-numerical-value (from Deals fields). If not, can someone recommend a Pipedrive Partner that can support with data visualization?
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Insights: Not get the data I need
How to get a percentage number in Insights? Such as: All deals / custom field of “Appointment Attended: Yes. This will give me my appointment rate Trying to get my KPI’s for my business. I have not gotten much of the actual data out of Pipedrive yet. Seems like a 3rd party app might be bale to handle the job but right note…
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Liikkuuko teillä kaupat koskaan putkesta toiseen? Tässä siihen vinkki!
Ajattelin heittää tällaisen pienen automaatiovinkin jutusta, joka tulee usein vastaan kun käytetään useampaa kuin yhtä putkea - ja erityisesti, jos kauppoja kopioidaan putkesta toiseen. Ongelma: Teillä on Pipedrivessa myyntiputken jälkeen projekti/tuotanto/asiakkuudenhallintaputki, jonne kopioidaan aina voitetusta kaupasta…
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Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?
Asking for Advice: How do you filter Accounts: without OPEN deal in SPECIAL pipe?
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🚀 5 Time-Saving Sales Management Tactics to Help You Scale Your Process
As your business grows, so does your need to juggle a larger number of tasks. From balancing strategy, delivery and keeping your team motivated, there are plenty of challenges to maintaining growth. And that got us thinking. What are 5 actionable time-saving tips you can use to scale your process? Here’s what we came up…
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Hey Pipedrive family! I'd love any input from anyone using Pipedrive for wholesale AND retail. Any t
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How to overcome imposter syndrome
“Soon, they’ll find out I’m a phony.”, “Closing that deal was sheer luck!” “I didn’t do anything to deserve that promotion...” Do these thoughts sound familiar? Self-doubt is human, but up to 70% of all people will suffer from imposter syndrome at least once in their life. For some, it will turn into a permanent condition.…
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Pipedrive Podcast By Evolve - #5: Sales qualification in Pipedrive - BANT and MEDDIC
Bruce from Evolve discusses Sales Qualification In Pipedrive - Real-life examples of how we capture the data in Pipedrive. Youtube: https://www.youtube.com/watch?v=9S5vJcFJNxQSpotify: https://open.spotify.com/show/34t0mj5xlhvpb5alPK6QH8?si=NNuj7gNJT-O-AjP0RCvkvg Covering: Qualifying criteria Qualifying questions Pipedrive…
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Pipedrive Setup Tips
Shared a few tips on how to go about setting up Pipedrive without worrying too much: New Pipedrive Account Setup Tip
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Tracking the number of created companies
Hi, is there a possibility to track the number of created companies per user? Thanks for your help!
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Gmail + Pipedrive
Is anyone using the Gmail add-on? I saw many folks got confused about installing it! It's a Google Workplace Marketplace app (NOT an extension), so it shows under "apps" in your Gmail. I've just recorded this quick video overview of the integration. Hope you enjoy it!
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Tracking Events Attended
Hey all, we run different events and want to be able to search / filter people depending on events that they have attended. We have been using a custom field (multiple options) to track when people attend our events (which has worked great for tracking, filtering and searching who has attended different events). But, we…