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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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How to "reject" creatively a deal in your pipeline that is part of the same bid or tender of a prosp
How to "reject" creatively a deal in your pipeline that is part of the same bid or tender of a prospect you gave a proposal that was not awarded for a final client? I am looking for a creative way (sales process / automation) to reject a deal in my pipeline when I have other identical proposals for other companies trying…
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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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Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template th
Meeting Notes Template: Does anyone know how to create a meeting note or meeting report template that one can insert into the notes section for accounts? Yes, it can probably be done in word and copied over, but I was hoping for a template for the notes section.
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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…