-
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...
-
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…
-
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…
-
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?
-
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?
-
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…
-
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?
-
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…
-
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…
-
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. *…
-
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…
-
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?
-
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?
-
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?
-
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…
-
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.
-
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
-
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?
-
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…
-
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…
-
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…
-
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.
-
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.
-
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…
-
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…
-
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…