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Deals are recurring customers our team contacts weekly. Best way to set up or automate?
Hey everyone! We're fairly new to Pipedrive and still in the earlier building stages before we go live. We've been working on set-up and automation, but have been running into a snag. Our customer accounts order from us weekly, and I'm having trouble getting Deals to work in such a way (as they seem intent on "dropping…
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RELATÓRIO DE INSIGHTS - INCLUIR TODOS OS CAMPOS NAS COLUNAS DO RELATÓRIO
Fica a sugestão. No relatório de desempenho, por exemplo, aparece apenas alguns campos na tabela. Seria interessante adicionar qualquer campo de interesse no relatório para evitar entrar negócio por negócio para extrair uma informação dentro de um campo específico. Em relatórios anuais e trimestrais é inviável fazer isto.
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Reply.io, Pipedrive, and Smart BCC
* I've set it up so a new deal is created in Pipedrive, after someone respond's to a Reply.io campaign. * I've also created a "Smart BCC" so that every response that comes in is forwarded to the pipedrive email. Why is it that when a deal is created, the email chain is not also attached to the deal automatically?
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A way for reps to get notified when a new contact is assigned to them.
Hello, I have recently set up a workflow so that way when one of our reps gets assigned a new contact, they get notified via email saying: You have been assigned " John Doe " Login to Pipe drive to check it out. But What i wish was possible is we could include a link to the contact in the email. So it would be like You…
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Email tracking for email campaigns?
Hi, I'm new here and wanted to know if there's the option of email campaigns/tracking with Pipedrive?
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What is the limits to create and use AUTOMATION in Pipedrive? In terms of amount of automated proces
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when to start adding deals
when do you guys start adding deals to your contacts?
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Does outfunnel sync with pipedrive without MailChimp?
Hi I'm not a mailchimp fan. Can we use outfunnell on its own with pipedrive? Do we get the same level of integration? emails recorded and updated? We only send small amout of email messages 100-200 a week, but want to make sure it integrates with pipedrive before testing it out on workflows.
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When I create a custom field, I cannot see it in the form I am building.
When I create a custom field, I cannot see it in the form I am building.
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QuickActions are locked
when i'm creating an email inside Pipedrive the quick action feature is automatically on...i can't stop it. Anyone seen this?
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Hi i have a problem
jak zmienić pasek nawigacji ?
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Product category
Hi everyone, How do I ad product categories? Can' find anything on Q&A... Thanks Roland
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Which Pipedrive plan should you get?
I recently made a video explaining the difference between the various Pipedrive plans and who’s a good fit for each one. Sharing here in case people find it useful. The nice thing about Pipedrive's pricing is that you can choose which plan to go on based on the features you need. This means you don't overpay for features…
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Lead, Customer and Business Partner Marketing Solution
This will likely be too much for a single post,, but here goes! We operate in the service industry & get prospects from several sources, including: (1) Angie's List, (2) Home Advisor and (3) a Ductz website. With the exception of (3), each of these sources have had "custom" e-mail parsing and web page scraping developed to…
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How to set deal value on a subscription based deal
I'm trying to set up a deal where what I'm selling is a subscription. Is says "Changes effective from" is a required field. However, since I don't know when (or if) the deal will close, how can I set the "Changes effective from"? All the best
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CAN BULK EDITING BE UNDONE?
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How do you open up the current pipeline automatically on entry?
I have tried to re- order my pipelines so that when I open Pipedrive for the first time it opens my current pipeline - even though I have 6 pipelines and the current one is at the top of the list - it never opens up automatically? any ideas
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Sales docs- offertes
Goedemorgen iedereen, Ik ben naar sales docs aan het kijken om een template te maken voor een offerte. Zijn er meer mensen die hiermee bezig zijn? Heeft iemand hier de kunde en kennis van? en al een mooie offerte template klaar? Kun je die dan delen? hahaha Mijn idee is dat offertes in de basis allemaal wel op elkaar…
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How Pipedrive manage new emails to get linked with active deals? (user cases)
I understand that when a new email arrives, Pipedrive look for that email in the data base, and if so, will link to a deal if there is "one" deal active. But what happens when that person has multiple deals? How Pipedrive is working to "decide" to which deal it should link? Or in this case Pipedrive is not able to link the…
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Academy Webinar: "Lead the way: Why culture is key to growth" 📈 🌱
Join us for our first episode of the "Lead the way" series in our Academy, where Caroline Chayot (Atomico), Marie Moesgaard (Pleo) and Cláudia Moreira Leitão (Pipedrive) discuss how companies can successfully scale their business by keeping their DNA. ❗By the way... did you know you have an entire Pipedrive Academy full of…
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Sales and Marketing Pipeline alignment - looking for advice
We are aiming at reaching sales and marketing alignment in Pipedrive. For example we've built a marketing pipe to reflect the stages before a lead turns into a sales qualified one. Sometimes Pipedrive doesn't meet our needs in the marketing department though. I'm looking for fellow Pipedrivers who also work with a…
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Lead Credits
Hi together, I am very new to Pipedrive. Could anybody tell me why in my prospector I can't see the amount of lead credits which are left. My other colleagues can see them. Thanks in advance. Best Marco