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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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Moving custom fields from Organisation to Deal
Hi All! Maybe someone knows if there is a way to move a custom fields with all the information from Organisation to Deal level? I realized I need some info on Deal level for reporting purposes and the custom fields I need are under Organisation. What the quickest way to move all the info already collected? Thank you!
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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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Hiding Financial Details
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
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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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Block outgoing emails
Hello community, I just got a quick question: Is there a way to block specific email-adresses/contacts for OUTGOING emails? So e.g. if I try to send an email to an email-adress, that should be blocked (like a redlist-feature), Pipedrive shall abort the mail delivery. Greetings Michel Wagner
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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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Tip for improvement: ToDo Checklist for every Deal stage in pipeline
For som stages of pipeline I need to attach some kind of ToDo Checklist to remember, what need to be done in this stage. ToDo Checklist should be pre-configured as a template for every stage in pipeline configuration. Checklist should be pinned as a note in Deal.
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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…
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See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
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Workflow automation: Delete open tasks or activities when Deal stage changes
Hi all, I was wondering if there is any option to "delete" open tasks from a workflow automation after moving a deal in the pipeline? * Ex: Inbound deals are in a "New" stage in my pipeline > a workflow plan 6 tasks on the next 10 days for this deal. * Expected > I made the 1st task and get a response from my prospect and…
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chinese videos
can you sahre the link to see videos - how to use PD- in chinese? please!
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Is BANT still effective for sales qualification in 2022?
BANT is a lead qualification process that assesses a prospect’s sales readiness in four dimensions. * Budget: the prospect’s ability to afford the product * Authority: the prospect’s ability to make the final decision * Need: whether the prospect has a need your product solves * Timeline: how quickly the purchase needs to…
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Honoring the Reply-To header in email sync
We have a form on our website which is filled out by our website visitors requesting a price quote. This is our main method of collecting leads. Once the form is filled out, it's emailed to our sales email address which is used with the email sync feature of Pipedrive. We also create a deal in Pipedrive using the API. The…