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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
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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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Sync calendar to pipedrive with ical
Does anyone know if it´s possible to sync the Pipedrive calendar with ical. I just checked the site from Nylas.Inc and there it´s an option. Is it not integrated with Pipedrive? Thx.
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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.