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Pop Up Reminders
Are we able to add pop up reminders on an action? E.g. if pressing 'export to excel' i'd like to remind the team to check something.
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Uploading Contacts to Pipedrive
Hi, I am trying to upload contacts from an Excel spreadsheet into Pipedrive but I dont want it to create a deal at the same time. I only want new Person's created. Is that possible? I cant work it out.
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Importación de Datos
Buena tarde, me podrían ayudar de que manera puedo subir mi historio de excel con las acciones y tratos incluidos sin tener desorden o duplicidad de datos. Gracias
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ISO Desktop Scan in Business Card software
Never happy with phone apps to scan in cards. I am looking for desktop software reads a card and just dumps it into a spreadsheet. Then I can import. Ideas
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@Mike van der Valk how can i track and report using labels please. cant find anyway of doing this..
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Imported leads spreadsheet not found anywhere
Imported spreadsheet. Can't find leads in system. No skip files. I don't understand what happened
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Leadbooster CAPTURE OPTIONS
It would be sweet if I could connect a web form to the CAPTURE OPTION in a Leadbooster card. EXAMPLE: the conversation gets to this question: Before I hand you off to a person, would you be willing to provide a bit of information? Answer 1: Sure, I'll provide some info now - HANDOFF TO WEB FORM Answer 2: I prefer speaking…
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Using a VA for data input (failure?)
I hired a fiverr VA to input data directly into my 500 accounts. I have used him successfully in the past with Excel but I gave him temp password to skip that and go direct with data. He says he did this task but I am finding no new data in any account. Could there be a glitz using a VA from Pakistan? Is there a way to…
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How do you handle all the different touch points by prospects/leads/customers?
For example: you get a support ticket in Zendesk and a deal/person/org is available in Pipedrive you will have to create an integration somewhere like Zapier to integrate the two. Of course these are only two examples. So how you do you handle all these touch points well? I'm struggling with this for our business since…
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How do you deal with tough clients on cold calls?
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Deal ownership changeable to normal users
Change owner of a deal should be possible to be allowed to selected users and not only the admin
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One-click meeting scheduling?
I feel like a tool sending a Calendly-style link because it feels like I'm asking the person to do work. But when I do "manual scheduling" I hate the tabbing back and forth between my email and my calendar, then blocking out all the options I've given that person so I don't accidentally double book a slot, and then finally…
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VENDAS: TOMADA DE DECISÃO POR COMPARAÇÃO DE VALOR
A Tomada de Decisão dos Clientes Você saberia dizer como é a tomada de decisão dos seus clientes? Por que o “preço” parece ser sempre o elemento mais importante? Este artigo será de grande valia para os profissionais de vendas que adotam metodologias de vendas consultivas/soluções para fugir do processo de comoditização de…
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Automatic Pinned Note feature request
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
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recording of sales
Hello How would you suggest me recording revenue for a saas product (license fee per employee) plus set up fees for the implementation?
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Zoom integration: a little tips ;-)
I've found that: if you are creating an activity with Zoom meeting WHILE you are in a Zoom Meeting, Pipedrive returns an error. But don't worry! It's not a bug: probably Zoom API are not available during a meeting. Solution: create the activity when your Zoom meeting is terminated ;-)
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Lead entry process
I am a commercial agent. Many of my leads, the first initial contact is a phone call about one of my listings. Do you recommend entering the person as a Contact and create a Deal immediately, or add them as a Lead? I'm curious what people's work flows are around this.
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Create multiple deals from same quote to multiple customers.
I just sent the same quote to multiple customers and now have to track each customer in PD. Can I enter multiple customer names in the same new Deal so as to create multiple Deals, instead of having to create a new Deal for each customer that I sent the identical quote price to?
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Linked Emails
Would like to know the level of Privacy for Emails linked to a deal. So if we keep the emails that already linked to a deal as "Private" if we go to the deal, the owner of that specific deal can't see the emails unless he tags it as "shared". Now, what is the level of Privacy when the linked emails is shared? will the…
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Wat is de beste workflow voor de Aftersales om beste rendement te halen uit voormalige klanten?
Ik ben op zoek naar de beste manier om de Aftersales funnel in te richten, om het meeste rendement te halen uit klanten nogmaals te benaderen in verschillende stadia. Nu zitten ze ingedeeld op tijd zoals 6 maanden, 1-2 jaar, 2-3 jaar , 3-5 jaar nadat we zaken gedaan hebben. Is dit het meest logisch om in die stadium…
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Número de Oportunidade
Existe alguma forma de enumerar a oportunidade automaticamente?
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Automated work flows
Anyone have a template as to how they set up their automated workflows so it triggers the next steps in activities in each transaction? I'm trying to save time and not create them from scratch. Anyone have a photo they can share on each task, New lead, or when a deal is started?
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Cold calling cadence
Hey Pipedrive fam, With cold leads, I put clients in an * email cadence * sms cadence * cold calling cadence I have been using klenty for the email cadence, and zapier/kixie for the sms cadence. What is the best way to set them up for a calling cadence of every two days for 45 days, excluding weekends? I use Kixie.com for…
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Automated follow up post cold call
Hi Experts! I have configured pipedrive to auto call with help of cloudtalk and would love to get a share of experience of how you manage the automated follow up emails after . am using lemlist as cold email plaftorm.
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Pipedrive integration to ERP
Hi community! I am looking to integrate Pipedrive to an ERP ( not on Zappier or Pipedrive Apps ) . I think I will have to use the Pipedrive API. Have you have the experience using Pipedrive API? What would be your tips or advice on this project?
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Billing Contacts for Organizations/Deals
Hi! How does PipeDrive designate a billing contact for an organization/customer and/or an opportunity/deal? Do we need to create custom fields at the Organization level? Or do we designate one of the connected people contacts as the billing contact? The context of this is that we're integrating SaasOptics with our…
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Bulk emails with merge
For the life of me I cannot figure out how to send an email with fields (#firstname) to multiple contacts, either by selecting them manually from the contact list or by using a field. I think I found the video I want but then I get a "video not found" message. This seems super simple ... can anyone help?
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Organization name not visible in pipedrive
Hello, we created a zap to add prospects from Aeroleads to Neverbounce (to valid emails) and then to pipedrive. But somehow organization name is not added to the contact once a new contact is added to pipedrive through that zap. A new org is created though in pipedrive. Need some help on why the organization name is not…
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What is the best way to store organisations with more than one office?
We are currently adding a new organisation for the different offices but for the same company so that we can use the google maps feature and add people to the right office, but this gets confusing and can causes duplicates. Any ideas how you can still have the visibility of the offices but see all the deals on the same…