Tips & Tricks

How to handle person contacts when they moved to new companies
Suppose I have a person contact Peter Parker who have been in an organization A for a while. When I made a phone call to him, he told me that he just moved to another organization B with a different email. So I made another person contact for Peter Parker, which results in two person contacts: * Peter Parker in…
Update Contact on pipedrive with integromat
Hi 👋 I have a website (Bubble) and I'd like to update my contacts when they do in my website. I tried using Integromat, but it needs the user ID of the contact to update. The only way I found to get this user ID is to list all contacts then filter by email... It asks around 5k operations on Integromat, there must be an…
This little tip just saved me from punting Pipedrive.
If you are syncing your emails and frustrated by the noise in your inbox, then you were like me. The lack of custom filters defines frustration. Then Stacey in support showed me this feature that is probably not used enough. I took a course on gmail and was converted to a believer of inbox zero. Lots and lots of filters…
Ola, Alguém sabe me responder se o pipe-drive é integrado com a receita federal?
Ola, Alguém sabe me responder se o pipe-drive é integrado com a receita federal?
파이프드라이브 가이드: 거래를 성사/실패 처리하려면 어떻게 하나요.
질문: 파이프드라이브 처음 사용하는데, 거래를 '성사' 또는 '실패' 처리하려면 어떻게 하나요. 답변: 거래를 '성사' 처리하려면 두가지 방법이 있습니다. * 파이프라인뷰에서 거래 항목을 마우스로 끌어서 화면 하단의 '성사'로 옮기기 * 거래 항목을 열어서 우측 상단의 '성사' 버튼을 클릭하기 마찬가지로 거래를 '실패' 처리하려면 두가지 방법이 있습니다. * 파이프라인뷰에서 거래 항목을 마우스로 끌어서 화면 하단의 '실패'로 옮기기 * 거래 항목을 열어서 우측 상단의 '실패' 버튼을 클릭하기 자세한 사항은 첨부한 동영상 참고하세요.
파이프드라이브 가이드: 활동은 어떻게 추가하나요.
질문: 파이프드라이브 처음 사용하는데, 활동은 어떻게 추가하나요. 답변: 활동을 추가하려는 거래를 열고 다음과 같이 진행하세요.
파이프드라이브: 거래는 어떻게 추가하나요.
질문: 파이프드라이브 처음 사용하는데, 거래는 어떻게 추가하나요. 답변: 파이프라인 뷰 화면에서 '+거래' 클릭하여 첨부한 동영상처럼 진행하세요.
파이프드라이브 가이드: 파이프라인 단계를 수정하려면 어떻게 하죠?
질문: 기본 생성된 파이프라인 단계를 수정하려면 어떻게 해야 하나요? 답변: 파이프라인 우측 상단의 연필 모양 아이콘 클릭하면 수정 가능합니다. 자세한 내용은 첨부한 동영상 참고하세요. 참고 문서 * How can I customize my pipeline stages? - from Pipedrive Help Center
Any suggestions for how to identify organisations inactive organisations?
Can anyone support with a good suggestion for how to identify organisations that haven't had any activity (deals added, e-mails sent, changes to the organisation data or other associated activities) after a specific date? The filter for last activity data is unfortunately not helpful here I am trying to identify all…
Pipedrive Roundtable: Benefits of multiple Pipelines
Join our Roundtable on Friday, April the 30th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Last time, we had more than 10 people joining in! This weeks topic: Benefits of multiple Pipelines! - What are the benefits of multiple Pipelines? - How can you efficiently handle them? - What about Automations? - Can you chain…
파이프드라이브 가이드: 다른 사용자가 만든 인사이트 리포트를 열 수 없어요.
질문: 인사이트 리포트를 열었는데 다음과 같이 에러가 발생합니다. 내용을 보려면 어떻게 해야 하나요? 답변: 관리자가 일반 사용자에게 충분한 권한을 주지 않았기 때문입니다. 인사이트 리포트가 다른 사용자의 정보를 포함한다면, 일반 사용자는 다음 세가지 권한을 받아야 리포트를 볼 수 있습니다. * 회사 통계 보기 * 다른 사용자의 통계 보기 * 다른 사용자 보기 관리자는 다음과 같이 일반 사용자에게 권한을 줄 수 있습니다. 참고 * Insights: Report types from Pipedrive Help Center
Email blacklists: How to stay clear of them ⛔ 📩
Email blacklists are in place to protect customers from receiving unwanted emails or spam. That said, they also have the unintended effect of occasionally preventing marketing campaigns from reaching their audience. Ending up on an email blacklist means that your content has been deemed untrustworthy, resulting in wasted…
Ability to just add individual calling licenses
It would be great if you can just add on individual calling licenses for cold callers within an organization. many people here do not need that feature and would be a waste of money on them
Hello - Is anyone using Pipedrive within the digital and offset print industry
I would like to reach out and ask if i may if anyone can suggest how they have been able to best use pipedrive within the printing industry. We are based in Australia and would love to hear your success story and roll out of pipedrive.
Let's help each other out! Any travel companies present?
Good afternoon, My name is Olmo from the Netherlands and I run a travel agency. Would there be any other PD-users with a similar occupation be interested in some brainstorming in how we can make use of PD in the best possible way. I'm facing several challenges (and I might be able to help you out on others): * A 'large'…
Need Help - PipeDrive to Google Forms to Automate.io
Pipedrive is very weird in the things it lets you do and not do. I'm sure there is a method to the madness that I haven't learned it yet, but some of these limitations seem elementary. This may be a simple question.....we'll see: There is an "ID" tied to my deals that shows when I turn on the filter option for it. But I…
Do you face “I am not interested ” objections in your sales calls? 🙅
I am sure you must have. The usual response is putting the call down. Instead of that Kyle Coleman, VP of sales at a revenue operations platform tried something else. This is what you can use as well - Ask them - “What are you interested in right now?” Many times you will find out that your prospects have a much more…
Pipedrive / Excel Sync
Hi everybody, I'm looking for the smartest way to auto sync different pipedrive filter views (ALL, Segments, Target groups) to excel files. What's the best solution for this task?
Join the Pipedrive Roundtable!
Join our Roundtable for Tips and Tricks on Friday, April the 16th at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
Help on managing a project which runs across several months, in different countries.
We win large projects which run across several months. We're looking for help on how to forecast these projects by month across their lifetime. As an example: We win a contract with a chain of fast food restaurants for the supply of all their tables and chairs. The contract is estimated at £1m for 2021 but it is spread…
We shoud have more space here to write notes during a meeting 🙌 do you agree ?
We shoud have more space here to write notes during a meeting 🙌 do you agree ?
Intégration automatiques de personnes dans OFFRE
Bonjour Pourquoi ne peut on pas intégrer automatiquement autant de personnes que l'on veut dans nos offres ?? Pipedrive permet de suivre des offres pas des orgas alors on veut les informations dans les offres pas dans les orgas sinon je dois ouvrir un onglet pour l'offre et l'orga pour connaitre les différents…
Unable to Delete Deals permanently
We are trying to sanitize the PipeDrive and deleted old and unqualified deals. However, the deals are shown as deleted deals and not been removed from the system. As an Admin I have tried all the 3 ways of deletion mentioned in the Knowledge Base. I face an error and unable to delete these deals permanently. Kindly advice.
Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
In product list view, can we see deals where a product is attached?
Greetings, For each product in the product list view, can we see the list of deals where this product is attached? If it's not possible, then I believe that writing a makeshift app will be the only viable option right now because the API provides such a feature. Regards. Ted.

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