Tips & Tricks

Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
connect Shopify with pipedrive
Hi Good afternoon, I was wondering if you guys could help me in the right direction. I'm trying to connect Shopify with Pipedrive. Now every time a new customer comes to my shopify website I have to put their data in Pipedrive by hand. I was wondering if you guys knew any programs that could help me with that. I've tried…
What is the best option to integrate Whatsapp within Pipedrive?
We are looking for a reliable option to integrate Whatsapp with Pipedrive, hopefully to have all conversations inside Pipedrive and not in the Whatsapp web chat, are there good solutions for this?
Could WhatsApp be a powerful sales tool for your business?
There are many ways using WhatsApp could benefit your business, from helping you connect with customers and prospects to better targeting your marketing messages. Here are a few WhatsApp-related tools that can augment your sales and marketing strategies: * Catalog: Will let you showcase and share your products and services…
How are you using ChatGPT in your work with Pipedrive?
Hey 👋 How are you currently using ChatGPT in your everyday work with Pipedrive? Do you see ways to integrate AI with Pipedrive in a way that would be beneficial to your work? Thank You ☀️ Eva
Files in Leads
Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
What’s your breakthrough business moment?
Write or record us your most successful business moment, inspire your community and win a $250 voucher! Share your moment!
Filtering to show deals that recently moved from Lost to Open
I can't find a way to filter deals that were switched from Lost to Open within the last month. I can find status changes, but there is no option to show stage changes.
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way to give a contact more than one organisation?
HELP - Is there a way to link multiple properties (a clients real estate portfolio) to a contact or
3 månaders erfarenhet från att använda Pipedrive - vad är era erfarenheter?
har till dags datum varit användare av totalt 8 olika CRM system, varav Pipedrive är det senaste i raden, kan dessvärre inte, efter 3 månaders användande, klura ut hur jag ska använda Pipedrive, saknar såväl uppföljningsaktiviteter som överblick över prospekt, förstår ej heller idén med prospekt respektive aktiviteter, och…
Live Streaming, o futuro do E-commerce?
https://ferramentasdorainmaker.com.br/2020/09/22/live-streaming-o-futuro-do-e-commerce/
Is it possible to create recurring activities?
Is it possible to create recurring activities?
Following deals board
Hi, from time to time there appears a need in our company to have a filter of the following deals on the Pipeline as it would help to following interesting deals more efficiently and react quicker. Do you have such a functionality in your backlog? Thanks! Dalia
What are Key considerations for designing packaging?
Hi, When designing packaging that reflects a brand's values and appeals to consumers, consider the following: 1) Brand identity: Ensure packaging aligns with the brand's personality and values. 2) Target audience: Design packaging that resonates with the preferences and needs of the intended consumers. 3) Differentiation:…
How to use the 'Products' feature in Pipedrive
In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don't just have to be physical products, you could also use products for the services that you sell.
Duplication's feature improvement request
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
Use "Bulk Edit" to Create Activities Against Organisations or Contacts
I would love to have the ability to select multiple Organisations or Contacts & then use Bulk Editing to create an Activity again each of those selected items. Can this be done? Are there any plans to enable this?
Lead Assignments by Region or Country
Hi there! I have sales teams in different countries. How are you assigning Deal owner and pipeline for the UK vs. US? They'd be an English form, but a different owner. Normally I would do that using a country pull down menu, but the address field is all merged and doesn't have a country field.
Entire automation workflow for Real Estate
Hello, We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive. We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into…
Commercial Real Estate Agent Assistance
I am commercial real estate agent looking to utilize this software. I mainly work in mulitfamily. Anyone have any suggestions for setting it up? Any resources people have used that they would recommend? A couple of things I would love some advice on. * Where do i store information about properties? Products seems to make…
Pipedrive for Real Estate Investors
Are there any real estate investors on this forum who buy then rehab and either sell or rent? Would like to share ideas on how to better utilize Pipedrive for my business, apps and automation, etc.
SDR Phone Calls / Email Automation?
Hi Everyone, I'm currently using Apollo.io for email marketing and helping facilitate SDR phone calls; however, their pricing for the phone is VERY expensive and their data is really bad. We're going to transition to using Zoominfo or SalesIntel for data but I need a better way to set up email / phone tasks that are more…
Is there a way to segment insight reports by organisation fields?
Does anyone know of a way to get round the below issue: When I try to segment a deal performance insight report, it only allows me segment by deal fields (such as 'lost reason'), but not by organisation fields (such as 'organisation sector').
Common challenges that SMBs are faced with, and effective strategies to overcome them
Small and mid-sized businesses (SMBs) face challenges that can impede their growth and success. Here are some of the most common and how you can tackle them: Limited resources: SMBs may operate on a shoestring budget and have limited access to capital, technology and human resources. One way to tackle this is by…
Why supporting small and medium businesses matters for local communities
Small and mid-sized businesses (SMBs) are crucial to today’s economy – so much so that they’re often considered the backbone of economic growth and job creation. According to the SBA Office of Advocacy, SMBs make up over 99% of all businesses in the United States alone and are responsible for creating two-thirds of net new…
One Time Filtering Capability in Contact/Org
Hello, I am familiar with how to create my own filters, but I am often slicing and dicing data to drill down to get a list or an organization count by specific parameters. Is there a way to filter in Pipedrive similar to how I would in excel (without exporting every time)? I find that I end up building endless filters that…
Recruitment Firm - Use Case
Hey there awesome folks, Anyone using Pipedrive for their recruitment firms? I would be keen to understand the various use cases and how it's implemented Earlier, i was using Hubspot (still am though), and there were a few challenges that came up and a lot of custom modules had to be setup. It was not fully effective…
Can I add a new Activity category?
I would like to add a couple more than just the phone, task, email, meeting, and lunch. If not is there a way to create a subcategory to differentiate between specific meetings, emails, etc. Thank you in advance! Michele
Do You need a customizable Day for Start of the Week?
Do You need a customizable Day for Start of the Week?

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