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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
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Is it possible to sync organizations and contacts from the Leads inbox and the Deals section?
Hi, We very much like the Leads inbox but since we have deals going in and out from the same organizations and contacts, is there a way to open a Lead in the Leads inbox by finding an organization that already exists in the Deals section? And the same question for contacts? In other word, is there a way to not need to…
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💸 Different sales sequences based on team sizes (69% opens) 👨👦👦
Hey Pipedrivers, another week, another experiment. This time with the size of Organizations 🏦. We decided to divide our existing sequence into two segments 1. Companies with <200 employee count 2. Companies with >200 employee count and then we ran these sequences. Here are the stats : For the sequence targetting companies…
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Contacts syncing to MS Office365 or MacOS Mail for application for non-Pipedrive users in the compan
Our startup enterprise has a small number of Pipedrive users, while also the product and production teams want access to the "address book" within Pipedrive. Instead of adding a large number of users to Pipedrive, it would be more beneficial to be able to sync the Contacts to the other users for use in emails (most…
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Product Reporting in Deal Column view / Product Variations & Product Bulk Editing
First of all, our company enjoys using PD, and it is a valued system with many benefits. We are a Sales company with over 900 products, each Product can have up to 5 different Product variations (different backings, colours or materials of one product) each Product Variation has different pricing. We are required to do…
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How can I share with an external persoon a Pipedrive Deals page without giving access to all the res
Thank you for your comments and help KR Vincent Cuypers CEO WinPeo
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A sales experiment got 80% open rate & 18% reply rate 📈
Hey Community members, Selling in this pandemic is tough. I wanted to share an experiment that our sales team conducted by creating a special sales sequence using Outplay, that gave great results. Feel free to use it. Here is how they did it - They created a sequence called ‘4 open sequence’ in which they targeted warm…
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INSIGHTS- Security Issue with shareable dashboard?
I have recently been advised by our IT team to delete my insights dashboard due to the fact that it is publicly accessible since sharing the link. I now have to delete my current dashboard and rebuild a new one which I have been instructed not to share. The IT team advised that there is too much sensitive information that…
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Need advise for the best way to clean up organizations.
Need an advise for the best way to clean up organizations, using dedupe.ly which is easy but now I'm down to organizations with one headquarter and then offices. I want to have the headquarter as the main and then have the office as related organizations.
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Webinar Recording: 'Ask Me Anything: Building and maintaining sales stack'
https://pipedrive.hubs.vidyard.com/watch/fnQrL8yJu2nP2aeHWytydm?Please join us in our second AMA session, this time with Dan Murphy and Tim Berman, 2 salespeople that decided to take it upon themselves to build the first Pipedrive community (in Facebook). This AMA will focus on building marketing and sales tech-stack.…
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Ask Me Anything Vol. 2 w/ Dan Murphy & Tim Berman
Register here Live Broadcast Monday, July 20th, 5PM GMT/1PM EST Who: Founder of RouterJet & co-creator of the FB Pipedrive group, @Dan Murphy and Innovation Manager at Constellation Software & co-creator of the FB Pipedrive group, @Tim Berman Session focus: Building and Maintaining Marketing/Sales Tech Stack Got a…