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Is there some way to revert an update that occurred?
The PieSync API did a crazy update last Friday changing all owners for our organizations. is there a way to somehow undo all those inside of Pipedrive. They are all marked in the Update column as being done by the API.
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New: Link Emails to Leads 🔗 📩
What is it? * Email linking to Leads in Email Inbox * Smart BCC for Leads * Auto-linking email for Leads For whom? All plans. What can I do? * View your previous emails exchanged with a Lead * Link your existing emails to your existing Leads * Automatically link email messages to Leads (also works with Smart Email BCC)…
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🧠 Empty the Pipeline to Keep It Flowing - Sales Pipeline Course: Chapter 8 | 📽️ 2 mins
https://www.youtube.com/embed/1MkUDwu9j3AA clean pipeline is a healthy pipeline. If your pipeline is full of cold leads and non-responsive contacts, it might be time to flush it out. Identify leads that aren't going to close and leads that aren't ready but are worth following up with at a later date. Download our Sales…
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Sales b2b!
revin cu un nou post poate mai activam putin grupul. Cum aveti segmentat procesul de sales B2B? La noi avem asa: Partea de calificare are un flow Partea de sell efectiva alt flow si se bazeaza pe inputul din zona de calificare leaduri. In cazul nostru b2b media & Hr ce am observat ca functioneaza: 1.segmentarea in functie…
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Add custom Organization field to Deal Title (using workflow automation)
Hi all, For my startup doing work for healthcare organizations, we have numerous deals per organization. It's therefore super important to have an overview in the Pipeline of what department the deal is about, not just the organization. I have managed to add the organization department to each Deal Title through wf…
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Spara tid när du ska mejla dina kunder eller prospekts
Vem har inte letat bland gamla mejl för att kopiera texten och sedan byta ut viss information så mejlet blir anpassat för den nya mottagaren. Det har i alla fall jag gjort. Men inte längre! Jag använder Pipedrive CRM för att skicka mejl till mina kunder och prospekts. I Pipedrive kan man skapa mejlmallar som också kan…
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I am looking to connect with other business consultants and brain storm best use cases for using Pip
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option_id for multiple option custom field
hi! i have a customized field with multiple options. the field is updated automatically with an Integromat automation based on an external mailing system(landing page). I want to make sure the automation does not erase past data in this field, and instead- updates it. I need the option_id of the various options in the…
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🧠 Get the Deals Flowing Faster - Sales Pipeline Course: Chapter 7 | 📽️ 2 mins
https://www.youtube.com/embed/GrTjIitPw-YLearn about the fourth and final lever that is vital to having a high-performing sales pipeline: increasing the speed you close deals and getting your pipeline flowing faster. Recap all four levers: * How to add more deals * How to go after larger deals * Plug the leaks in your…
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🔥🔥🔥 DUX-SOUP: Acelera tu crecimiento en Linked In
💛 Me animé a grabar un tutorial corto (5 min.) de una herramienta que ayuda a conocer a más personas en Linked In en el menor tiempo posible (siempre buscando generar valor a la red) 3 recomendaciones para usar esta herramienta en Linked In: ① Cuida la frecuencia y tipo de redacción que uses en tus mensajes ② Busca ofrecer…
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Forecasting MRR
Is there a way that we can have our current MRR (from deals that we've already won, plus MRR from deals that are in pipeline calculated together to forecast total future MRR?
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Main Contact column on Organizations Page
Hello. I have more than 1000 organizations on my list and i want to select and see Main Contact on organization list. Who is help us there, i want to select the one person for each organization next of organization name in Organizations page. Alternatively , if we can get columns from People column , i can get the main…
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New: Edit your Email Sender name 📮
What can a user do? Good news! You can now change the name seen by recipients when sending emails from Pipedrive. For example, your job title, your full name, nickname, etc. Note that this feature isn’t available on Microsoft services, as unfortunately Microsoft servers don’t allow to edit the sender name. You can use this…
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How do you use Pipedrive for cold outreach?
Hi SDRs, BDRs, Inside Sales Reps, and Inside Sales leaders, how are you and your team using Pipedrive to keep cold outreach cadences, track metrics, and book meetings? Trying to maximize our time and cut out manual work so that we can focus on selling. Any tips or settings I should know about?
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🧠 How to Go After Larger Deals - Sales Pipeline Course: Chapter 5 | 📽️ 2 mins
https://www.youtube.com/embed/9GZyvG491V8Four things you need to focus on in order to start going after large deals: 1. Learn about how bigger companies purchase. 2. Focus on bigger companies with bigger budgets. 3. Present logical add-ons and bundle multiple products and services into a deal. 4. Envision yourself closing…
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New: Automate your Leads with Workflow Automation 🤖
Example of possible Lead automation workflow What? Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work. For whom? Advanced plan and higher How does it work? You can now use Lead-related triggers and…
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How to deal with Sales Force Leads and stages in Pipe Drive
Hi, I want to move my SalesForce data to pipedrive and am now uncertain what to do with the leads. * Do I put them in Pipedrive leads and give them a customized label named as the former lead stage in SalesForce. Might be stupid, if I cant add labels automatically with the import? * Should I build an extra Pipeline for the…
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Har du tröttnat på att hitta ett mötesdatum som passar alla?
Vem har inte mejlat och försökt hitta en mötestid som passar båda parter? Oftast går det några vändor fram och tillbaka innan det är klart. Tar en del onödig tid, ett rent slöseri skulle jag säga. Med Pipedrives funktion SCHEDULER eller FÖRESLÅ TIDER som det heter på svenska förenklas denna hantering. Hur kan du läsa här.
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Remove "done" activities from activity list
I'm new to this. Is there a way to remove "done" activities from activity list view? Most of the time I just want to see what needs to be done. Thx
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Simple Way to track your prospect's website behavior using Google Analytics
Simple 3 steps to track your prospects website behavior using Google analytics completely for FREE * Activate User Ids in standard GA :- Once you activate this , it will create a dashboard " User Explorer " under Audience Tab. This basically gives you full view into how users are interacting on your website with timestamp…
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How can I help a user with "blocked account"? One of our users forgot their password, Pipedrive acco
How can I help a user with "blocked account"? One of our users forgot their password, Pipedrive account is blocked. He is locked in an endless loop of "renew password" and "account blocked". As admin, I can de-activate and re-activate his account, but he doesn't get a mail to log in again. How can I help him?
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I have synced the wrong calendar and unable to remove those entries!
I am new and sadly; I have synced the wrong calendar. I now cannot remove the residual appointment entries left from this wrong calendar. I have tried syncing and un-syncing with the new calendar which has failed to work, help please?
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🧠 Plug the Leaks in Your Pipeline - Sales Pipeline Course: Chapter 6 | 📽️ 2 mins
https://www.youtube.com/embed/LtQ2I8O3eSwLearn why plugging the leaks in your sales pipeline is an important step if you want to increase your closing rate in this video. The 4 key steps: * Work with the right people. * Go before you’re invited. * Drop the wrong prospect as soon as possible. * Get to know your potential…
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אוטומציות בין סמוב לפייפדרייב
Hi friends! I want to create automations for creating and / or updating contacts between Pipedrive and Smoove. I want either one to pull data from the other, and update fields or create new contact, if none exists. My contacts have custom fields. The main one which I am getting a headache from is the events history. I want…
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Looking for Inspiration
We have been working with Pipedrive and we like it a lot. But we are curious on how other business are making use of Pipedrive, therefore I would like to get in touch to get inspired...:-)
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This has some great Potential for a Sales Recovery of Lost Deals.
This has some great Potential for a Sales Recovery of Lost Deals. When looking to recover work from the lost transactions, utilizing leads-Beta Version. Recovering lost work and bringing back to Teams sales Pipeline. https://screencast-o-matic.com/watch/crnlcDS3RF