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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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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
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Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
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Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
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Use cases for Customer Success?
Hello! We are new to PipeDrive as our CRM and while we are building for our sales efforts, I'd like to optimize for customer success as well. Would love to hear any use cases/ examples of information you are tracking from a CS/renewal/expansion perspective.
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Import from Spreadsheet: Adding values to multi option fields instead of replacing them
We are regularly doing webinars and sending out postal mailings to our customers and leads. For that, we have custom multi option fields so we can label who took part in an event or received a mailing. The problem is, once I import an Excel list that says, person A received Mailing XY, then the previous value of the field…
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Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
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how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
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Can Grasshopper (phone call app) be connected to Pipedrive???
Hello, I currently have a 1-800# through grasshopper that I use to to call prospects. Right now I pull up the deal in pipedrive and then manually dial it into the grasshopper app. can grasshopper be integrated into pipedrive so that I don't have to manually dial anymore?
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Products to deals with Direct cost / gross margin
It seems odd, that there is an option (when adding new products) to set the "Direct cost", but that cost is not shown when adding products to a deal, for calculating the gross margin. That could end up in situations where the sales agent is selling the product with a discount, that is more than the cost of the product.…
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Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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Apple Carplay/car friendly Pipedrive
I am curious if there is any option to link pipedrive to apple carplay ? I need to make many calls during the day and want to make use of the time in te car to be more efficient. Is there a plan to make something that can show your activities/calls to be made on a list that you could bang out a number of calls, check them…
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Wrote this post about fast-tracking CRM selection
Link: https://www.amitsarda.biz/post/selecting-crm Appreciate your time to go through this and the feedback.
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Group emails - best way to do 300
Hi - when group emailing, what's the best method of selecting the second set of 100 people to email. If you have 300 to email it picks up the first 100 but doesn't (I think) make the second or third email groups easy. Thanks
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Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
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connect Shopify with pipedrive
Hi Good afternoon, I was wondering if you guys could help me in the right direction. I'm trying to connect Shopify with Pipedrive. Now every time a new customer comes to my shopify website I have to put their data in Pipedrive by hand. I was wondering if you guys knew any programs that could help me with that. I've tried…
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What is the best option to integrate Whatsapp within Pipedrive?
We are looking for a reliable option to integrate Whatsapp with Pipedrive, hopefully to have all conversations inside Pipedrive and not in the Whatsapp web chat, are there good solutions for this?
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Could WhatsApp be a powerful sales tool for your business?
There are many ways using WhatsApp could benefit your business, from helping you connect with customers and prospects to better targeting your marketing messages. Here are a few WhatsApp-related tools that can augment your sales and marketing strategies: * Catalog: Will let you showcase and share your products and services…
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How are you using ChatGPT in your work with Pipedrive?
Hey 👋 How are you currently using ChatGPT in your everyday work with Pipedrive? Do you see ways to integrate AI with Pipedrive in a way that would be beneficial to your work? Thank You ☀️ Eva
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Files in Leads
Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
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What’s your breakthrough business moment?
Write or record us your most successful business moment, inspire your community and win a $250 voucher! Share your moment!
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Filtering to show deals that recently moved from Lost to Open
I can't find a way to filter deals that were switched from Lost to Open within the last month. I can find status changes, but there is no option to show stage changes.
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3 månaders erfarenhet från att använda Pipedrive - vad är era erfarenheter?
har till dags datum varit användare av totalt 8 olika CRM system, varav Pipedrive är det senaste i raden, kan dessvärre inte, efter 3 månaders användande, klura ut hur jag ska använda Pipedrive, saknar såväl uppföljningsaktiviteter som överblick över prospekt, förstår ej heller idén med prospekt respektive aktiviteter, och…
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Live Streaming, o futuro do E-commerce?
https://ferramentasdorainmaker.com.br/2020/09/22/live-streaming-o-futuro-do-e-commerce/
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Is it possible to create recurring activities?
Is it possible to create recurring activities?
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How do I link the activity of a person within a company to show as activity for that lead/organizati
Any advice how to link activities from a person within a company to the company itself? When I go to my leads inbox it looks like there is no activity connected to my leads, but when I click on the person I've been in contact with within that organization all the activity is logged. This makes it challenging to know which…
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Following deals board
Hi, from time to time there appears a need in our company to have a filter of the following deals on the Pipeline as it would help to following interesting deals more efficiently and react quicker. Do you have such a functionality in your backlog? Thanks! Dalia
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What are Key considerations for designing packaging?
Hi, When designing packaging that reflects a brand's values and appeals to consumers, consider the following: 1) Brand identity: Ensure packaging aligns with the brand's personality and values. 2) Target audience: Design packaging that resonates with the preferences and needs of the intended consumers. 3) Differentiation:…
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How to use the 'Products' feature in Pipedrive
In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don't just have to be physical products, you could also use products for the services that you sell.