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Send emails with custom design/HTML
Is there a way to create an email template purely with HTML? E.g gif banner with a gray background and content only in the center. Thanks in advance
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Pipedrive CRM Integration Guide
I am happy to announce that the brand new version of our over 50-page CRM Integration Guide is already live 🎉 This guide has been created based on actual stories with our customers and it showcases the possibilities that Pipedrive CRM provides to the organizations and teams. It also helps us in setting up specification…
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Quote/estimate in foreign currency.
My company is located in Canada and we carry a vehicle that is priced in USD. I am looking for help to include in my quote that will protect me should the USD change dramatically. I am looking to protect both the company and our clients.
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Aircall - unanswered v connected
Hi guys, We currently use Aircall for calls but am unable to report on unanswered v connected calls. I can see the outcome by checking individual activities, but am unable to report for the whole team. Has anyone found a solution for this? Thanks,
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Restoring All Data from a Deleted Deal?
I need to see the original information put into a deal which has since been deleted and reopened. This deal was created with several other email addresses of peers added to it. It looks as if they were added so this person could then have access to those emails which should have been private. How can we go back and see the…
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CRM for Your Construction Firm: How to choose the right one ✅
With mounting economic pressure, construction companies need to try new ways to remain profitable. According to a study in the Journal of Building Engineering that examined 2700 construction projects, profit margins have been shrinking for the past several years. Additionally, construction companies often end up with a…
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The first 10 seconds make/break your cold call, what do you say? 🤔
On a good day, you get 10 seconds entry window when you are pitching for a cold call and that time window is even shorter - you get 5 seconds with your prospect. At times like these, a lot of sales rep spout their rehearsed script off to the prospect which is full of buzzwords and extraordinary ROI of the tools/services…
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Help Needed Filtering
I am trying to create a filter that displays all of the people that I have not emailed or called in the last month. My plan was to use the activity and create a filter if nothing has happened in the last month. But it does not seem to work either with activity or email. See picture below. This filter is still showing…
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Email notification based on rotting status
Am I missing something or is it not possible to create an email notification workflow automation based on a deal trigging the rotting condition?
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When merging contacts, is it possible to have the participation tags merge? I am often merging two d
When merging contacts, is it possible to have the participation tags merge? I am often merging two different people and I want to capture all of the participation tags on both profiles; currently one is overwriting the other.
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Tasks being added in the wrong screen
Hi team I have been using Pipedrive for 3 years now and find that every time I put on a new sales rep they get confused as to what screen they are in when adding notes or sending emails. They all look so similar. Organization / People / Deals It's important that all tasks are entered in DEAL view for the way I use…
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Made a mistake in converting deals to leads. How to undo? Please help.
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Dashboard setup
Is there a way to set the dashboard chronologically so the deals are listed by last customer touch?
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Increase the number of leads by prospecting on a large scale
Hello I am looking for solutions or an expert to support me in the automation of prospecting for my startup. I want to prospect a large-scale sector and increase the number of leads by automatically creating a database, then retrieve the contact details of the decision-makers, add this data to Pipedrive and automatically…
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Zoom Video Conferencing is here! 📽️
You’ve been asking for it, we’ve been working full-steam to bring it to you, and now it’s finally here! And we all know we’ve all been using Zoom more than ever, right? The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests, and log Zoom calls without ever leaving the Pipedrive app.…
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3 ways to deal with 'I am not the right person' sales call objections
Here are 3 smart ways to turn that line into a meeting, shared by the sales expert extraordinaire Becc Holland. (bonus pointer in comments). Method 1 - Ask for a piece of advice from them “Hey Elon, I am Tim from Outplay, I want to pitch our sales engagement tool to Tesla. Who do you think is the right person to reach out…
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Moving Through Contacts
Can you add a button to make it possible to cycle through contacts... perhaps in the upper righthand corner of the individual contact screen? It would make it easier when calling through a batch of contacts, instead of going back and forth to the home screen where contacts are listed.
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Power BI
Hi All, Has anyone here a successful story of integrating Pipedrive and Power BI? We have multiple disparate systems in our business and MS Power BI is the best way to combine their output on functional dashboards for my colleagues to get a true picture of our performance. The last piece of our Power BI jigsaw is…
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Automate Data entry / reading documents
Save time of reading documents and filling forms with this tool. 30 Seconds video: https://youtu.be/rKrG0sbPSAs Beside saving time, get rid of typing errors =) https://tultix.com/parser Hope you find it useful! #rpa #dataentry #automation #documents #images #pdf
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3 common sense things to remember while you are selling in a pandemic 🤔
Paste it next to your computer screen - HIT - Human Connection, Innovation, and trust. Talking about human connection - the absolute certainty of this situation is people are missing and valuing human connection more than ever. What can you do about it? Reach across to your clients and prospects, offer solutions that can…
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Correct name-tense & stage management
In the knowledgebase, Pipedrive suggests using the past indefinite tense. What I'm not sure is WHEN to place deals in a certain stage. Which example is correct? >> Pipeline stage name: Contact made Example 1 > Deal STAYS in Contact made because first contact has been made Example 2 > Deal MOVES to next stage because…
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Chinese text in PD
Hello to all PD China community, I'm using PD with Chinese to keep Contacts, Organization and address..., wonder if any of you working as I do?
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Nutzern nur an einer bestimmten Phase Sichtbarkeit zuteilen?
Guten Morgen, ist es möglich die Sichtbarkeit von Deals für bestimmte Nutzer einzuschränken? Meine Pipeline hat 7 Stationen und ich würde zum Beispiel den Sachbearbeiter der nur noch für die letzte Phase verantwortlich ist auch nur diese zeigen wollen. Geht das? Habe leider nichts gefunden und suche ggf. nach einem…