Tips & Tricks

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…
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…
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…
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?
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…
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
Are there any agriculture/commodity traders/importer/exporters on here using pipedrive?
Are there any agriculture/commodity traders/importer/exporters on here using pipedrive?
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?
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…
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.
Sheets and Zapier
I would like to create a 2 Zap where: 1 - Business created> Create a folder with the business name >> copy a spreadsheet from the root folder, update the name to the business name and move to the folder created previously I can do anything but move the copied file to the new folder Another 2 - This spreadsheet has a…
Hello Pipedrivers! I am glad to join this community! Would like to know:
Hello Pipedrivers! I am glad to join this community! Would like to know:
is it possible to import contacts without creating deals for each contact?
How can I export all the task individually per lead in order?
How can I export all the task individually per lead in order?
Is there any guidance on the steps required to configure Exchange Online integration for Pipedrive ?
Is there any guidance on the steps required to configure Exchange Online integration for Pipedrive ?
If a lead signs up again creating an organisation in pipedrive is it possible to merge this organisa
If a lead signs up again creating an organisation in pipedrive is it possible to merge this organisational content so there is no organisation duplication in pipedrive ?
Hola comunidad! Estoy queriendo hacer un reporte de ventas y como se comporta el embudo por cada age
Hola comunidad! Estoy queriendo hacer un reporte de ventas y como se comporta el embudo por cada agente comercial. no encuentro como hacerlo, podrían ayudarme?
Running multiple licenses of Pipedrive in the same computer?
Good morning, I am running two different businesses (2 legal entities) and had to use 2 Advanced licenses for Pipedrive. Only the professional license seems to have an option but this was a lot more expensive. Keeping both running on one laptop turned out to be a problem. Did anyone find a solution for this? (Windows 10)
Automatic reminders/activities to reconnect after a given amount of time (Follow up Questions)
I'm starting a new post because I've replied to my previous one with follow-up questions but have got no response in almost 2 weeks. Can someone please respond to and answer my follow-up questions in post: https://community.pipedrive.com/post/5ec56ef110fb4c40757ad35a#response-5ed62a945733167650f52878 @Inês Batata was…
Email to Phone Call Sales Advice
Hello I hope all are doing well here. How formal should an email be? I think most clients will read on their phone and shorter the better? Also, I am much better on the phone. How can I best use email to receive a phone call from a potential client? Thanks.
What is the best way to document parent company/ subsidiary relationships?
What is the best way to document parent company/ subsidiary relationships? I don't see a way to nest a company within a company, but this would be a great feature. At times you want to pitch one particular subsidiary, but it would also be good to know how all parts of the broader parent company are being leveraged. Has…
Hi guys! Question post-webinar, to share comments. Where do you find good webinars to sign up to in
Hi guys! Question post-webinar, to share comments. Where do you find good webinars to sign up to interact and network? www.kassnet.net Network Solutions.
Hi guys! Just finished the webinar, it was excellent. I had a few quesitons, perhaps we can share fe
Hi guys! Just finished the webinar, it was excellent. I had a few quesitons, perhaps we can share feedback here. What are the best platforms to connect professionally and build relationships with companies/prospects in all niches? kassnet.net NETWORKING SOLUTIONS
Zapier - Updated Person / Find Person & Custom Fields
I'm trying to make a zap that updates another system when a contact us updated in Pipedrive. A crucial component is grabbing data from the custom field on the person. Is this possible? I don't seem to be getting my custom field via Zapier.
Help! How to enter Organizations and People once?
What is the best way to enter prospect information? Currently I have my team adding the Organization (via Contact drop down), but the contact information does not populate in People. How do we avoid having to enter contact details (name, address, email etc.) twice?
SaaS terms on dashboards.
How can I add SaaS terms to a deal such that it would be able to be presented on a dashboard? For example, I sell a B2B subscription for a 3 year term (already can do this when adding a product, quantity and term of 36 months to a deal), can Pipedrive dashboard reflect this type of information?

Tips & Tricks

Discussion List