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Unable to send plain-text emails and sender name missing
I just discovered that Pipedrive is not sending plain-text emails anymore, even if there's no formatting in the mail. This was different only a short while ago. Is there any way to switch this back? We don't ever send HTML emails to individuals. Any help highly appreciated! Update: Support told me this is a bug and…
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Any good way to use Organization & People custom field data?
Right now insight only can use Lead / Deal custom field data (for segmentation) Is there any good way to use organization / people custom field in insight?
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Workflow Automation to make custom field match label
I would like to make a custom deal field that automatically matches the deal label. We label deals based on the purchase number of that organization e.g. purchase 1, 2, 3, 4, 5, etc. but I want to be able to see this label in the left column of the deal, not have to scroll up to the top to see it, so was thinking to make…
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Labels are missing in list view
Each deal has a label, but when I change to list view, the labels column is empty. How can I troubleshoot this?
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取引チケットの詳細ビューについて
https://gyazo.com/5b2e8f3802b8cc0f7fa16ee5f332fc5d これまで取引チケットの詳細を開いたときには、 「すべて」※赤枠 が標準で選択されていたのに、 今週から「アクティビティ」※青枠 が標準で選択されるように仕様が変更されてました。 これを以前の仕様に戻したいのですが、やり方をご存知の方おりますでしょうか？
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Campagins module = Increased options of "merge tags".
For example if i want to send out an email with: "Dear (customer-name). We have now registered the deal (deal-name) as (deal-status) . We are happy to start working on your project, and has noted that (custom-field-delivery-date) is the day, where you want the package to arrive. Best regards (pipedrive-user-name)…
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Quotations with product feature
Hi, Is there a way to make quotations with the product feature in PD without using an invoicing app or without making an invoice? Thanks, Sam
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Send Notes from Slack to Deal/Person/Org in Pipedrive
Has anyone figured out how to do this? I tried it using Automate.io + a custom Slack workflow but it's not working. Basically, I want to send notes I share with my team via Slack directly to Pipedrive and not have to log in each time to add notes I already shared in Slack.
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Sales Strategy | Empower your Pipedrive data with Geo-Visualization
Visualize sales performance, opportunities and data on maps and charts. Seeing data and all details on maps is easy and supports quick decision-making. Create territories on the map to maximize revenue, achieve sales goals and drive productivity. Automated territory optimization is based on multiple variables that…
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Campaigns online training for free
Hello all, I am hosting a training webinar next week on Pipedrive Campaigns. Free for everyone and it's going to be insightful, but relaxed. Please come and join: https://www.zimple.io/tapahtumat/campaigns-webinar?hsLang=en Best regards, Juho Koski juho.koski@zimple.io
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Pipedrive Campaigns -koulutus
(English below) Moro! Vedän ensi viikolla online-koulutuksen aiheesta Pipedrive Campaigns. Kyllä melkein kannattaa tulla paikalle. Kyseessä on pitkään aikaan isoin uudistus Pipedrivessa. Linkki ilmoittautumiseen: https://www.zimple.io/tapahtumat/campaigns-webinaari?hsLang=fi Terkuin, Juho Zimpleltä juho.koski@zimple.fi…
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Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
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Pipedrive-koulutusta nyt myös koko kansalle
Tarjoamme asiakkaillemme veloituksetta jatkuvia Pipedrive-koulutuksia. Ajattelin poikkeuksellisesti vetää nyt kaikelle kansalle avoimen (ilmaisen) koulutuksen aiheesta Pipedrive Campaigns. Pistäkää peukkua tälle postaukselle, niin saatte ilmoittautumislinkin tuohon. Merkatkaa kuitenkin päivämäärä valmiiksi: 31.5. Mitkä…
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Pipedrive/Klaviyo/Shopify - seeking freelance help to set up filtering and flows
We are all small company looking for a little help to improve our Pipedrive setup in stages. In particular, pushing lead through to different lists for marketing emails is our next challenge. Good English and a willingness to work together in a relaxed manner using Slack is ideal. For the right person irregular but long…
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Prognostisera månatliga intäkter i Pipedrive
När man säljrapporterar en affär så rapporterar man oftast affärens hela värde, åtminstone årsvärde. Men säljrapporteringen speglar sällan hur intäktsflödet kommer att se ut. Använder man Pipedrive CRM med licensnivå minst Professional så kan man även prognostisera månatliga intäkter utifrån varje affär. För att göra detta…
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Help needed on deal value and reporting
Hi Sales people! I need your advice on the reporting side. Say a customer signs now a 3 year contract: I want to know how much the client will be paying in 2022, not just the TCV (total contract value) that is shown by the Revenue forecast report. How do you get that value and how do you keep it automatically updated…
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No-shows
Olá! Em minha empresa enfrentamos um problema com no-show de agendamentos para demonstrações agendadas com os prospects. Atualmente no Pipedrive não há nenhuma opção para marcar uma atividade como "no-show". Ou seja, a atividade deve ser editada ou então, concluída. Gostaria de opiniões de como proceder com o registro…
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Send selected Contact(s) an email when New Note added with Note Details
My coordinator works in a different CRM from Pipedrive. Her CRM is closed to any API or integrations. I am wanting to send my coordinator an email from Pipedrive when I add a New Note or when I add IN the note "@name". Have not had much luck this morning with the workflow. Has anyone created a workflow for this type of…
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UCM6208 Grandstream Pabx IP
Hi! I need to integrate my Grandstream Pabx UCM6208 to pipedrive so I can send the recorded calls to the respective deal. is there any way to doing this?
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Place for input the cost invoice
Hi! Im wondering how you manage when you would like to implement both sell and buy prices into pipedrive? IS there any particular widget? Basically I would like to calculate the margin for not only 1 product, but for like 4 positions in one deal. For now I'm using custom fields, nevertheless its not the best solution.…
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Birthday Filter
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…
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Adding followers to Deals/Orgs/Contact through a permission request.
Hey! Does anybody have a workaround for adding followers to Deals/Orgs/Contacts? We are currently trying to automate a process, where a employee can request to follow any of the above, to see all the information with them. Manually adding them or Importing them is not an option, since the requests can come at different…