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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
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Exporting Org, Contact and Deal data into Excel
I know we can export Deal data into Excel, but I am looking to export the Organization name, Contact for the Deal and the Deal data into 1 consolidated Excel spreadsheet. Getting Notes into the spreadsheet would be a plus. Is there anyway to do this currently?
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New: turn off Activity pop-ups for Workflow Automations 🙅
Why? Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. How does it work? Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity. For whom?…
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Expert email quotes that will help you improve your campaigns
Looking to inspire your next email campaign? Here’s what three experts have to say about email: “People talk about what they care about.” – Nikki Elbaz, email consultant at NikkiElbaz.com. When you write emails about what your customers are interested in, they’ll be more likely to read them and buy any related solutions…
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Can we get a Google Meet integration?
I recently switched from Zoom to Google Meet, for two reasons... * I think Zoom's UX is horrific (and I know many who agree). * As a GSuite customer, it's just neater to use Meet. It's far quicker and smoother for me to set up and join Google Meet sessions overall. Any chance of a Pipedrive integration with Google Meet?…
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9 email management tips to increase productivity
Effective email management can reduce stress and create more time to learn about your audience, collaborate with your team, nurture leads and close deals. Here are 9 email management tips you could benefit from: Allocate time for inbox maintenance Embrace the delete button Automate email filtering using pre-made inbox…
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Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
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DETAILED COMMISSION DASHBOARD
Hi Friends, Can anyone name few portal or app which comply with the followings? * Integrated with Pipedrive * Integrated with Xero * It can support different commission level (range 1 - 100K, 5% AND range 100,001and above 10%) * Simple and nice dashboard You can email me at hosseinm@energybuster.com.au. Thank you, Hossein
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How to visually map relationships with Pipedrive (like Obsidian or Roam!)?
Hey ... now then ... we rely a lot on referrals, and we'd love to be able to map out how all our clients have ended up with us, how they are all linked, who are the big referrers, whether they share characteristics etc. So .. does anyone know of any 3rd-party app that could connect with Pipedrive to enable this to happen?…
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Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
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Onboarding Best Practice List
Hi All - just wondering if anyone has a onboarding process for setting up Pipedrive? Thanks. Rob
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Multiple quotes same deal/prospect.
I've been playing with products and sales docs for few days and I think I can make use of it and keep everything in pipedrive which will greatly increase my productivity. I'm trying to figure out how to best handle quoting multiple options though to the same prospect. Let's say a customer requests a quote on replacing the…
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Say Goodbye To Manual Linking Calendar Sync Activities!
What if I told you that the activity on the screenshot below came in through my Google Calendar Sync and Contact Person/Organisation/Deal were automatically linked to it without any manual input whatsoever? Hard to believe, right? But its 100% true - promised! Contact me under yannik.sommer@pd-experts.com to find out how…
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Editor & Font Size
Update: to have this new beta feature activated in your account, please have an Admin user reach out to our Support team. Thank you! 🚀 *************************** Hi guys! Just I quick tip: I don't remember how to increase font in the email editor on PD :-( I've just changed my account so is it possible that option is now…
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Re-Targeting
can Pipedrive or a software platform that works with PD process re-targeting data and retrieve addresses from pixel on the web to do followup postcards?
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Facebook Pixel integration with Pipedrive Forms. Tracking Leads.
Hello! Is there some way to track Pipedrive Form with Facebook Pixel? My client has Wordpress webpage with implemented Pipedrive Forms (plugins). And it is not possible to setup tracking on Submit button with Facebook Event Setup Tool. So what would be the best solution (exept creating Thank-you page in webpage)?
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Is there a recommended way to save contact info for Vendors?
We deal with a lot of external companies that are not customers and it would be nice to have all of their contact info saved within Pipedrive.
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Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
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Export of "Notes" field
Hello all, Could you please advise me how to export "Notes" field in Pipedrive. Among the fields available in the list view I can't find this field. Thanks
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Can you change the Deal Close Date???
We fell behind on data entry and "closed" several deals after the fact. And then that became the "deal close" date vs. allowing us to edit to the actual day that the deal closed. Can we fix that???
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Is there a way to tie a photo album from google photos to the job itself? like in the deal section.
Is there a way to tie a photo album from google photos to the job itself? like in the deal section. Similar to adding an address?
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How to hold better discovery calls and create profitable lead relationships
Review call recordings First, analyze recent calls and note dodgy approaches or missed opportunities. For example, you may discover that a particular tone or line of questioning wasn’t well received and needs to be adjusted. Test new strategies With these insights, you can test and optimize new strategies, discovery call…
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Can you add 'Contact' insights
I'd like to be able to create insights around how many new contacts were added to Pipedrive, to help bring our marketing initiatives in sync with Pipedrive. We'd like to move everything over from HubSpot to Pipedrive, but this missing reporting functionality is quite important for us. And while you're at it, having this on…
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Automatização apartir de um data
O Pipe poderia criar atividades apartir de uma data incluida em campos especificos. Ex: preciso que seja contato 56 dias partir desta data, então se nesse campo estiver a data 04/08/2022 ele contaria esses 56 dias e daria a data automatica 29/09/2022 na nova atividade. isso automatizaria para o que utilizamos o Pipe, pois…
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How to distribute and promote your white paper
Rather than only publishing the white paper on your site and hoping your ideal customer finds it, use every possible channel to promote it. * Website: Make your white paper easy to find, such as highlighting it on your home page or using pop-ups to notify high-intent visitors. * Social media: Repurpose your white paper and…