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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.
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What kind of interaction drives the most engagement with your leads/deals and causes forward movemen
What kind of interaction drives the most engagement with your leads/deals and causes forward movement in your sales cycles?
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Event invitation / event participation - how to manage
We use to invite people to some webinarsor other type of events. Some of those people partecipate, and some aother not. how we can manage this kind of information? As activities? We would like to have the chance to then target / call those people...
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Pessoal, alguém já importou leads e eles não apareceram no funil?
Pessoal, sou novo aqui! tudo bem como vocês? Estou com uma dificuldade aparentemente simples: Meus leads não estão aparecendo no meu funil, apenas na base de contatos e sem algumas informações da planilha. Faço a importação certinha e aparece como concluída mas nenhum dos leads importados aparecem no meu funil :/ obs: Na…
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Can Pipedrive pull in emails from O365 and create contacts?
Hi, Our company has a sales inbox at a corporate O365 email account. Prospects email it directly. I am trying to automate the creation of a new person, deal, and activity when we receive emails to that inbox. What is the best way to do this? I am experimenting with forwarding to the universal bcc address but without any…
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Czy można cofnąć skasowanie całego lejka?
Dobry wieczór. Hmmm...poleciałem blondynką.Dodałem etap do lejka i chciałem skasować ten etap, niestety skasowałem cały lejek. Czy można cofnąć skasowanie całego lejka?
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Can I get merged organizations through API? Also, when I merge duplicate organization, how do I know
I need to know which organizations were deleted and which were merged through the API, how can I do this?
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Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/
Hi Pipedrivers, How do I create/run a report to see the changes to specific date fields (system or/and custom date fields)? For example, the expected close date field might get updated a few times during a project because of several reasons, and might be updated by one of several people. I would like to run a report to see…
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How go get leads from Landing pages to Pipedrive? I used Zapier but lead names, phone numbers & othe
How go get leads from Landing pages to Pipedrive? I used Zapier but lead names, phone numbers & other things didn't come across. Does anyone have a better solution?
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Would you like to read real sales sequences of Hubspot, G2, Drift & more?
Hello Pipedrivers, Shobhit here. Delighted to share our Sales Sequences book in the community! Sales experts from fast-growing companies (like Hubspot, G2, Vidyard, LeadIQ and more) have shared their real sales sequences and their real results (opens, clicks, replies, and more) in the book. If you are stuck with…