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Integration
Does anyone have any experience integrating Pipedrive with Sage Intacct?
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Tuesday Tips: How to be Productive Without Working Weekends
How have you changed your policies and procedures to manage your remote sales team? If so, how do you help them focus their time and avoid burnout? In our latest State of Sales report, 60% of people said they’d changed the location from which they’d worked due to COVID-19, and 41% were working from home—more than any other…
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Webform Redirection to Thank-you Page
Hi All, Please let me know if it is possible to redirect webform submission to the thank-you page?
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How to run a system database in pipedrive
I'm reaching out as a new potential user to seek your advise. We run a sales and support organisation selling analytical instruments to labs and I would ideally (if needed with a plugin) use Pipedrive for all main tasks in the workflows. 1) find leads and follow deals (all good) 2) use the same system to create support…
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bug in filter
Hi. I have set up a filter - owner plus product and it shows me without filtering the owner. Any idea what to do?
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First Name & Last Name in Contacts
I would like to have First Name and Last Name in the contact details so we can personalise email campaigns. I cannot see a way of doing this but understandnthe feature is available ..... if you ask. We are Pro subscription. Can someone help?
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Coordinating and taking care of multiple Orgs
Dear Pipedrive, my company consists - through M&A and natural growth - of multiple "branches" that sometimes are practically identical to the existing company, and sometimes differ in various aspects of our business. Also, while the naturally added branches are within the existing team structure, M&A brings in new teams…
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How do you make sure your prospects do not ghost you? 🤔
How do you make sure your prospects do not ghost you? 🤔
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GetAccept vs. PandaDoc
If you have tried both of these integrations, I would love to hear some pros vs cons. Thanks,
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Actual SDR’s talk about best practises for email outreach 👇
We asked Outplay’s sales team members who have consistently achieved their quota targets on what strategy they follow for their superb sales email game. Here are the highlights - * I like to keep things simple. Every one of my emails follows the AIDA framework. This is how it works - Grab reader’s attention, pique their…
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How do I create multiple new deal for a list, at once, instead of doing it one by one?
Hi... I uploaded data of 100 companies... i want to place all them at the begining of th pipeline, a new deal, so, it's easoer to visualize. Is there a way of adding all them at once, or do i have to it one by one? Thank you
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Do you run a partner program for your product? What's the response been like?
Hello Everyone, Excited to be a part of the PipeDrive community. It's a great tool with a vibrant community. Quick question for all Sales Leaders here - Do you run a partner program for your product? I’ve scaled revenue partnerships for our SaaS to $1M ARR+ in less than 2 years using email. Regards Shubham Sood…
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Reuniões com mais de um agendamento!
Olá, é possível sugerir horários para reuniões em Zoom para mais de uma pessoa? Exemplo, quero deixar disponível todos os dias 14h30 para fazer reuniões de demonstração de um produto e que durem 20 minutos. Portanto é possível realizar essa reunião com mais pessoas, mesmo que elas não se conheçam. Como configuro no…
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How to track deals that are re-opened? Creating campaigns to lost deals and one of the metrics to tr
How to track deals that are re-opened? Creating campaigns to lost deals and one of the metrics to track the effectiveness is the number of deals that are re-opened (conversations resumed). Wondering how I can achieve this. Any tips?
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Which sales podcast do you listen to the most? 🗣️🎙️
Which sales podcast do you listen to the most? 🗣️🎙️
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Want to know how to warm up your leads before an outreach campaign? 😎
One of the best ways to get on your prospect's radar in B2B sales before you reach out with your pitch is through social media. This is often called warming up leads. There are so many ways you can touch base on LinkedIn - by interacting with the prospect’s content (commenting, reacting, sharing), by sending a connection…
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Motivation and productivity tips, Part 2: ...and how does that make you feel?
Let's talk about morale and mental health at work: how does that make you feel? 🗣️ Share your experience and strategies: what works and what doesn't work for you? * Maintaining a Healthy Workplace In a High-Pressure Industry * How Liston Witherill Finds Sales Success While Managing Depression * 9 Morale Boosters to Pull…
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The one small tweak you can do to handle the prospect no-show better ✍️
What do you do when a prospect books a meeting with you but does not show up for it? Something like - "Hi Mark - we waited for 15-minutes on the call. Looks like we missed you today, when would you like to reschedule?" When Sri (a new SDR at Outplay) read Josh Braun’s technique, he tried something different. He sent, “Hi…
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Custom Fields / Details
Greetings All! New Pipedrive user here. I am struggling with the fact that custom fields is a global setting that is reflected in all pipelines. Does anyone else have different business units/lines of business where you would want to track different deal information for different pipelines? Anyone have a work around for…
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Recover Leads delated from Pipeline
If I delete a pipeline do I lose those leads, and is there a way to recover delated contacts?
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Email & Subject intergration
Hi! Today I thought that it would be an amazing feature it when you went to send an email out of pipedrive the subject of that email would automatically fill with the title of the deal. I have no idea if its possible but it would be an amazing time saver if possible.
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Motivation and productivity tips, Part 1: we've got you covered (for real)
🤔 Are you already using any of the strategies below? Why or why not? 🗣️ Sound off in the comments, we want to hear your thoughts. * Remote Selling: How to manage a sales team remotely * Sales Objectives: Examples That Will Motivate Your Team * 5 Time-Saving Sales Management Tactics to Help You Scale Your Process 🔔…
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How to centrally document country-specific information and link it to applicable organisations?
Hi, I was wondering if anyone has found a way to document in-depth country-specific information, like demographics, market trends, etc.? I would like this country information to be automatically linked to organisation pages of companies located in that specific country. Like that, there is one central country page to…
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Help with automation - can a deal be "looked up" to extract data?
Hello Pipedrive forums, this is my first post! I'm working on building out Pipedrive to support reaching out to MANY clients to add them to a call generation/ad campaign. I am using an existing deal as a "master deal", and want to use the deal ID to look up the deal. I am thinking about adding the deal ID to a different…
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How to create a deal after sending a mailing
Hey Salespeople. I have a question to understand the common workflow and I really like to learn more about common practise. So, I got diffrent mailings, which helps me to make the first contact. What I need is the possiblity to create a new deal (if not exists) after sending the mailing. I go this way: => creating a filter…