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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.
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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…
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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:
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is it possible to import contacts without creating deals for each contact?
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How can I export all the task individually per lead in order?
How can I export all the task individually per lead in order?
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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 ?
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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 ?
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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?
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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)
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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…
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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.
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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…
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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.
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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
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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.
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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?
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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?
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has anyone used the quickbooks integration app? how well does it work?
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"HIdden" field I can borrow in Activities?
The Pipedrive Outlook calendar integration lacks a bit for our user's needs. For example, items are added into Outlook as UTC time, there isn't a default 15 minute reminder for them, not enough body, description, and activity type data appears in the Outlook item, etc. So I am using the Pipedrive API along with the…
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What are the best addons?
What addons can you not live without? Right now I have it integrated with JustCall, Google Calendar and gmail. This gives me an amazing system. But what other addons should I know about that will change my life?
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Using Zapier to add products
When adding a deal to a Pipeline via Zapier, I notice there is no way to add a product in the Zap. There is a way to add another step in the Zap, but that creates a NEW product and there is no way to access your product list. NOT a very good use of the Product feature in an automated way.
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Does anyone know how can I turn off the animation when I mark a deal won?
Does anyone know how can I turn off the animation when I mark a deal won?
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Watch the recording of our first Canadian community meetup!
Last week on the 14th of May we had our first Canadian community meetup. Thank you so much for initiating this @Joseph Valenti and to all others attending! https://pipedrive.hubs.vidyard.com/watch/zBcwtUqxSPSFqL2LK3WsF1?We discussed the following: * How to best work on the community * Upcoming new features in Pipedrive and…
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¿Cómo eliminar de Pipedrive un trato/negocio que se ha señalado como ganado pero que al final no ha
¿Cómo eliminar de Pipedrive un trato/negocio que se ha señalado como ganado pero que al final no ha podido hacerse la operación?
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[ESP] ¿Algún libro de ventas que me recomienden?
[ESP] ¿Algún libro de ventas que me recomienden?
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Pipedrive review/overview
A few months ago, we published Pipedrive review here at pickSaaS, thought it would be worth sharing here as well as a good starting guide for new Pipedrive users, happy Pipedrive'ing! https://medium.com/picksaas/pipedrive-review-crm-built-for-salespeople-by-salespeople-f0c4c0536d9f