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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…
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Salesperson handling the followups with leads received from LinkedIn left his job. What is the best
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Improvement : Impossible to attach a call directly to a new contact or an offer :-)
Hello, My account managers make 70 calls a day... The calls are directly made from the caller PipeDrive. When they reach a prospect, they often get in contact true the receptionist. Ask for the manager's name and create the contact in Pipedrive after the conversation. Actually it's impossible directly from the record to…
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I'm looking for companies that have sales team's engagement or motivation problem
Recently we started to run a program to help channel and direct efforts into these challenges (https://gamifier.co/boost-sales-productivity-or-money-back-program/?v=1) And I'd love to understand your context and how you do you deal with it today. Please, share your approach and thoughts :)
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Creating deals from contacts
Hi everyone, as I am new to Pipedrive and am still getting used to the features within it, I have a question. Currently, my company create deals directly from the deal section and non of the previous communication threads for that contact that are in the contact section are visible in the new deal. When I create a contact…
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Anyway to add the deal's label to the folder name when using Zapier to create a new folder each time
For example, I have two deal labels: "buyer" and "seller". I'd like Zapier to automatically create a folder named "Buyer - John Doe" or "Seller - Jane Smith" whenever the deal is added to pipedrive. -- I don't see an option to use the actual text of the label in the available fields when creating the rule... I see only…
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Tracking company history of Pipe Drive contacts
Is there a plug-in I can add wherein I can run reports or get alerts on all of the contacts I have in PD that sometime in the past worked at a company (the sort of work history found on Linked In) where I have other contacts in Pipe Drive that currently work at that company? It would also be nice to filter when these…
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Exporting Organizations or People based on last Update to the record
Is there a way to filter on organizations or people that were edited the prior month? We tried using the "update date" field but it includes updates to deals as well versus updates just to the organization or people record?
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Send PD filtered list to email
Hi, I have a particular filtered list in PD from which I would like to send the XLX file to email once per day. Likely this is not possible with PD but would Zapier be able to do this?
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Delete deals bulk
Hi I want to clean our pipedrive. How many deals can you delete via To delete a selection of items from the List View: https://support.pipedrive.com/hc/en-us/articles/206659219-How-can-I-delete-items-in-Pipedrive- As I want to delete 74k deals and its keeps on running. Is there a better way to do it? Thanks
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Company View
Trying to find out if there is a way to show the contacts title and email and phone from the company view? Is that possible? Thanks!
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Can't import No First/Last name
Can you tell me why are first name and last name required? I just signed up and the first thing I want to do is to import my leads. I don't have first name and last name, I have a company name because I'm B2B. So it gives me an error... how can that happen? I don't have a clue who is on the other side of the phone! So is…
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Leadbooster: How qualified leads are handled?
Leadbooster is very promising tool to help qualifying prospect without human interaction. Pipedrive marketing video emphasis the fact that speed to reply to a prospect is key for sale success. It seems there is a gap in Leadbooster to automate the process for qualified prospects. How Pipedrive insure prospects are getting…
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Syncing Appointments To More Than One Google Calendar
Hey everyone, I was wondering if anyone had any suggestions or solutions for me. Our company has a custom user field in our "Add Deal" section called Estimator, and in this field we select which estimator will be going to the appointment booked and pricing out the job. I'm wondering if anyone knows of a solution for having…
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Searching by state
How can I search for companies by state or be able to create a view that has my region as I manage TX, OK. LA and AR. I come from a SalesForce user background and used the views and reports functionality a lot. Any help is appreciate as I am doing outbound prospecting. Thanks
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Quais outros sistema de integração além do zapier vocês usam?
Quais outros sistema de integração além do zapier vocês usam?
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Number of days avg in a particular stage
Hi All, I am looking to monitor the deal velocity of one stage in one pipeline for our reactive maintenance team. The team have a KPI for responding to client quotation requests within 5 days. I have been playing with insights & reports and can generate reports for deals that progress to a closed status (won/lost). But…
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Deal Fields
When I click on pipeline deals, it gives "Lead In" "Contact made" "Demo scheduled" "proposal made" etc. I own a law firm. Those fields don't apply to me, can I change them? I would prefer, Lead In, Retained, etc.