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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…
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Customise activity subject in Pipedrive
Hi I'm trialling Mailigen <> Pipedrive integration. ..with just a handful of friendly people who registered in Pipedrive. So far so good; I have a set of activities auto-created in Pipedrive against those people, e.g. send, open, bounce, click. My question is about the activity subject - it is too generic, e.g. 'Contact…
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Multiple site(s) for one company
Hi there all.... am i missing this, but where can i add mutiple sites for the same company? say for example head office is A but then they open a satellite office at B or a working site at C, how can i add these extra sites on? Thanks in advance
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How to handle slow sales week? 🤔
Had a tough week in sales? Did your SDR team miss last week’s meeting quota? You are not alone. 🤗 Ups and downs are part of sales & selling in a pandemic is even tougher. I think having a good manager can make a world of difference. And what separates an average sales manager vs an exceptional sales manager is how they…
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Pipedrive and Xero constant fail connection
Hi everyone, need help on fixing the connection between pipedrive and xero. They are constantly disconnected and I don't understand why
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Hi Everyone, i want to know how to do a masive actualization of Deals, chainging the Funnels they ar
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Need Assitance with Zapier + Pipedrive + Reply.io - 1. How to create deals in the correct pipeline (
Need Assitance with Zapier + Pipedrive + Reply.io - 1. How to create deals in the correct pipeline (multiple pipelines used for various brands we represent)? 2. How to link those deals to the correct organization and person?
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Is there a way to prevent moving a deal to the next stage if Important Fields are missing?
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Conversion Rate Question
Hi friends! Quick question for all the Pipedrive experts out there. Our sales process often requires salespeople to move their deals back and forth between stages. How will this impact our funnel conversion rate? Does it only measure conversion rate the first time a deal enters the next stage, or every time?
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How to capture leads from 3rd party sources?
I have leads that come in through commercial real estate sites like CREXi and LoopNet. Currently they go to my gmail account. Is there a way to have them come into PD instead? It would save time in keying in information. (I'm a single user -- Essential -- and don't have my own website. Rather, I'm affiliated with my…
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Notification Emails
Does anyone know how to get email notifications for any deals in pipedrive in real time? I have enabled my real time notifications in settings but have not received emails on any deals I follow. I added an activity and shifted the deal forward in the process as a test and never received an email. Any help would be…
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Hello, I try to clean my pipedrive and i w ould like to remove all my prospects that are not linked
Exporting/cleaning all prospects that are not active
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Direct Upload of files to Google Drive:
I need urgently to be able to upload client files directly to Google Drive. It seems that I have to download the files first and then upload to G-Drive or am I missing something? I want to activate Zapier to upload from PD to G-D when a deal gets to a certain stage, EG "Completed" Any thoughts here?
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Automation with a custom field in person.
Hey, Pipedrivers! I have Custom Field in Person named "Category". This field contains number. From 1 to 5. It is analog of rating to list of contacts I have. I want to create an Automation Workflow where it triggers on finishing type of activity "Call" and in dependence of number in custom field "Category" set new call in…
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Contact sync to Outlook?
What is the best practices around sync should be shared (better to maintain in PD and sync to outlook? Or other way around?)
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Is it possible to use specific expressions in Portuguese language ("Prezado | Prezada" or "Sr. | Sra