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Sync data from Pipedrive to QB Enterprise. Is there a tool that can do this?
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Setting Email Default to "Shared"
My emails default to "private". I am able to change them to shared, but it's tedious. Is there a way to change this default to "shared"?
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Catering w /Pipedrive
Does anyone utilize PipeDrive in catering/restaurants and able to find a software that integrates with the catering portion outside of the sales process of PipeDrive?
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Pull Number of completed Activities with Zapier
Hello, I use a webhook to notify Zapier when a call-activity was completed. Now I would like to use zapier to pull the number of completed calls this agent has this month and push it into Google Sheets (to visualize it in a dashboard). However I don't manage to pull the number of activities from pipedrive. Anyone an idea…
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Won deal button
Can we have a condition in order to allow user click WON deal? For example if a something is NOT done, then WON can't be clicked? @Mike van der Valk @Tamara Deprez @Almonzer @Marcus @Peter Meredith
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Searching for deals in bulk without a filter?
Hi there. Looking for advice on how to search for all deals matching a certain critera (keyword, etc) without having to make a filter for it? I often need to find a lot of deals and move them to a certain stage at once. I just want to search from the search bar in the "list view" of the deal page and see all the deals, if…
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
Hi there, this is a question that was asked already 5 months ago, have a look here: https://community.pipedrive.com/question/how-can-i-see-the-activities-sorted-out-by-the-occurrence-date-and-time-instead---5e74ddde08f4375bb56de25a Unfortunately, there has been no answer so far. Could someone pls. have a look? Thank you!
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How can I see the activities sorted out by the occurrence date and time, instead of the record entry
How can I see the activities sorted out by the occurrence date and time, instead of the record entry time? It was so in the past and suddenly changed!
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I am looking for a way to grab the customer data (name, address contact)in pipedrive to move it to a
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Angebot. erstellen möglich?
Hallo Zusammen, kann ich aus Pipedrive heraus aus einem Deal ein Angebot an den Interessenten schicken?
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
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Quoting of different product types
I am looking for ways others are creating quotes for products of different types. For example my company has a system we sell that includes hardware and software licenses. We also sell services that are set at a certain cost whenever that service is utilized. I am looking for a way to quote both items out of pipedrive in…
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How can you adapt the core metrics of your sales funnel to maximize sales success in your industry?
Any salesperson knows that a well-managed, clear sales funnel is fundamental to sales success. Without this, people who are interested in your products or services may never make a purchase. A sales funnel helps salespeople guide potential customers through their buying journey and provides key insights into customer…
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Ooma Office Pro. Anyone tried to use the desktop app with Pipedrive?
Trying to find info on how to (if possible) configure Ooma as the default dialer. Running PD via Chrome and Windows 10
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Suggestions for how to identify dormant/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…
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how many playbooks are permitted?
We have 4 languages on our website and a number of products so would like different playbooks on different pages. I assume there is no issue having language specific playbooks on the French, German, Spanish pages etc? Is there a limit?
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Pipedrive Filters are not working properly
I recorded a video to show you that fitlers are not working properly. At least in my account. If I want to display all the activities that I did today I can not see it. https://www.screencast.com/t/BJzeJFkIqLK
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Exporting contact records by date added
Is it possible to export Contacts --> People added to Pipedrive according to a specific date range. For example, I want to run a report of all NEW contact records (People) added since the last 30 day period.
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Integração Pipedrive com SIP
Olá! Ao pesquisar sobre a possibilidade de linkar a gravação da chamada telefônica na atividade/negócio, fui informado que apenas é possível utilizando o "Caller". Na verdade tenho outro fornecedor SIP e gostaria de saber se alguém já fez alguma integração ou se o Pipedrive disponibiliza alguma API genérica para integrar…
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PipeDrive for Gmail is not working
I logged in but it's freezing
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Adding a Contact Us Form to your site
I have seen that there is a new option to be released soon I think. This is where you create your own contact form and embed it in your site. Presumably it will trigger the formation of a new deal or contact supposedly? I would like to hear from someone who has done this and are there any pitfalls?
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Integrating with Pipedrive
Hey team, I'll start out by saying that I am no expert in what I am doing here, but that I wanted to simply share this for your interest only. About a year ago, I was building a new production management system for our manufacturing company - my goal at the time was simply to allow our production team to do away with the…
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Hey, We have some questions of how to tag existing customers in Pipdrive. How to build this segmenta