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Growth deals
Hi all, We love PD. Getting more and more the hang of it. I tried to search here, but couldn't figure out the best way to implement growth deals as a SaaS company So we have existing customers using our product. As customers grow they can add extra licences or features. As I'd like to manage these 'growth deals' I'm…
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Do you qualify your leads before adding them to your pipeline or do you add them all?
I have observed that businesses usually do one of these three things: * Have a sign up webform that integrates with Pipedrive and creates contacts on CRM when somebody signs up. * Use a data tracking software that syncs deals to Pipedrive. * Using a software to marketing qualify deals and getting deals added for MQLs. *…
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Format-check an email template + fix strange looking signature?
Hi, 1. How do I format check a text I have in a template? It LOOKS ok when I copy+paste it but wan't to make sure especially when I add a field (First name) that it also looks good when sent. I believe there is a way to mark the text and then a short command to remove formatting to make sure it's good to go? But what is…
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Assign email to contact
Hello community. I am a new user to pipedrive. I am struggling to figure out how to assign an email to a contact if I did not send the email from pipedrive and I want to do this after the fact. Any suggestions?
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Email sent opened by yourself counted as viewed by them.
Did anyone notice that if you open the email you sent to a prospect, pipedrive will count it as you opening it. Or is it just me?
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Leads becoming Deals
Hello everyone! Our company likes Leads feature very much. But, we have a dilemma, and I tought maybe you could help us, and also we tought it would be great topic for article for Pipedrive Academy. Our question is: When does the leads become deals?
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Daily Report
Hi everyone I hope you can help. I am new to Pipedrive and here is the dilema. Everyday I have to log notes into pipedrive as things happen then also log those notes into an excel doc to give my manager the heads up of what I have done that day at the end of the day. Totally cool with this but Is there a pipe report that I…
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Big data
Does anyone have large amounts of leads, deals or customers in PD? I have an external database with 230k leads, thinking of writing a tool to access the api as an excel import might take some time.
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Dashboards Extraction
All, I would like to extract my dashboards in a excel format. I know that it is possible to extract the reports when you click on each item you want but for the Dashboards it's not possible. If you have a solution to share … thanks
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Notification emails to external people
Hey, Looking to see if there's a way to let the wider company know when something hits a certain stage - e.g. deal won! I can only see how to send it to people who have pipedrive login accounts - am I missing something?
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Bulk Email / O365 High Severity Warning
We have used the Bulk Email tool for a while sending large email blasts (at least for us) of 200 emails to 250 emails. Withink the last two weeks we have started to get email messages from O365 warning of account compromise - High Severity. Our Managed IT provider is telling me this is baked in to O365, but we have never…
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Lead booster BOT is cutting out or going away after answering the first question
I built the BOT to interact with visitors. The BOT welcomes the visitor and then begins to ask a series of questions that flow into the Pipedrive lead system. After one or two questions, the BOT goes away. If I refresh the page, the BOT returns where it had left off. Do you have any suggestions as to how I can repair the…
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Deletion permission with Google Calendar
Hi. I want to sync Pipedrive to my Google Calendar so I can track calendar interactions. However, I'm not too comfortable with the permission that enables Pipedrive to delete all my calendars and events (!) :) . Can I sync for visibility only? It would be great to have the option because I won't be managing my Calendar…
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When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organi
When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organization field associated with the contact get automatically populated? I currently have to add the Org. manually after I had already added the contact to the activity.
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I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
I have saved filters and starred them as favorites and PD keeps losing them. Please advise.
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Pipedrive & Microsoft Teams Integration: let's work! [workaround]
Hi to all! I use Zoom for personal or "informal" video meeting and Microsoft Teams for business. Always my business meeting are organized with Pipedrive Scheduler. The problem was that on my calendar there were not the direct link to Teams Meeting, and I had to send it to my gests with a separate email, creating a new…
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I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is
I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is created. In some way the structure of these products is the deal is different each time you create a new deal (despite the fact that the sequence is configured correct in the automation). Is there a way to force the…
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Email Marketing and Video Analytics
I currently use BombBomb screenshare recording to make short and easily shareable videos that I send to prospects via email. I'm trying to better integrate the analytics of these video emails with Pipedrive deal stages yet now understand that BombBomb doesn't track video analytics. I'd like to find a solution that would…
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Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is possible to mark contacts for an activity - for example who you want to invite to an event in order to be able to export an excel file with that information? Also, I wonder if it is possible to see the contacts that I follow…
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Hallo pipedrivers, Weten jullie wellicht een manier om een overzicht te maken van aanvragen en aanbi
Hallo pipedrivers, Weten jullie wellicht een manier om een overzicht te maken van aanvragen en aanbiedingen? Wij, een internationale ambulante handels bedrijf werkt op basis van vraag en aanbod. Momenteel hebben wij al onze aanvragen van klanten en aanbiedingen van leverancier in excel documenten staan. En dat is zeer…
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Como verifico a data que uma oportunidade mudou de funil ou entrou em um funil? Trabalhamos com dois
Como verifico a data que uma oportunidade mudou de funil ou entrou em um funil? Trabalhamos com dois funis, o primeiro é de qualificação e o segundo é quando virou um oportunidade real. Precisamos medir quantas oportunidades reais estamos iniciando por período. Mesmo exportando todos os dados de um oportunidade, não…
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Team Visibility of lists
I would like my whole team to have the same view as the one i created for Contacts, organisations and deals. Meaning all the fields and columns to be the format view for my company. Filtering is not the option but rather the general view of the lists. any ideas?
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Automatically adding multiple contact persons into a deal?
Hi Pipedrive, Developers. I would like to know how it is possible to automatically add multiple contact persons into a deal. I usually work with Excel and then import the sheet. I know that one way is to add them manually to ‘Participants’, but with a huge amount of institutions to deal with, it is not optimal, so I would…
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I would love this function: auto assign person when deal get's assigned
everytime I assign a deal to my sales guy, I want the person connected to that deal to be assigned automatically https://www.loom.com/share/8c54af79d6484be8a8cdd75e5292f8fd
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Are there any agriculture/commodity traders/importer/exporters on here using pipedrive?
Are there any agriculture/commodity traders/importer/exporters on here using pipedrive?
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In Brazil the company ID is the CNPJ field. He is fundamental to do Negotiations here. Pipedrive doe
In Brazil the company ID is the CNPJ field. He is fundamental to do Negotiations here. Pipedrive does not have this field yet. Are there any plans to develop it?
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Questionnaires?
Hey everyone! We use a separate application right now to send a more in depth questionnaire to clients during an onboarding process. Can Pipedrive do this instead? It's a basic short answer format questionnaire, no multiple choice formatting. Just a text question and a box for the response. Our current software tool shows…
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Parsing URL data into a source field
Hello, Does anyone have experience parsing UTM_Source data from a URL to pre-populate a source field. We have the URL pulling in and now want to set up a source for easy dashboard reporting.