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Create Deal (Lead) from email
Hi, I'm trying to do automation via make (integromat). Expectation: 1. an email arrives at a certain address - via Make it is looked up via IMAP 2. it looks to see if there is a Person and Organisation in the PD 3. if it is, assigns, if not create. 4. creates a lead or deal and puts the mail in it. Reality: Up to point 3…
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How can i Manage Different Contacts with same email and Organization?
In my case, organizations normally has institutional emails runs by different people over the years. For example: "sales_ABC@hotmail.com" in 2017 my contact was Megan, in 2029 George, and 2023 Peter. I can NOT change the name every time, because then we get lost on what was discuss and agree with the person before at that…
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Connect custom field to multiple objects?
I want to create a custom field, for example "referral". I want to add this field primary to "Organization" and secondoy to contact. Is this possible? So for example, when i enter any information to this field in organization, this information (or field) should also be shown in contact without filling it again.
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contracts
Is there a contract solution that allows the client to input their business information directly into the contract, without the need for manual mapping and labeling of text fields in the contract template? I am aware that we can prefill this information from organization fields and custom fields, but the sales team is…
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Sending newsletter
Hi all, I would like to send regular newsletterwith pipedrive. Is it possible with the option "Campaigns" or is it necessary to use an external tool like brevo, maichimp ... Thank in advance for our help Kind regards SAM
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Bulk label emails
Hi, can anyone help me to show me how I can bulk label emails? Thanks, Joop
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Any third-party tools to make follow up email automations be linked to the original email?
I recently set up email automation to automatically send out follow-up emails as I move my deals through the stages of my pipeline. However, I would like these emails to be connected to the original email I sent out (in the same email thread) as I've experienced that my reply rates improved then. I checked with the…
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mass removing blocked emails
Hi I send a group email and I received a lot of blocked replies, how do I remove these contacts? is there a way for pipedrive to detect it and remove them automatically or do I have to manually remove them one by one.
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Is it possible to stylise Teams Meeting Invites in Pipedrive?
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
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עדכונים לשפה העברית
האם יש פיצ'רים ו/או עדכונים לשפה העברית כמו כתיבה מימין משמאל
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Trello Integration | Power Up's Bug?
Hello, I’m currently running into issues with Pipedrive’s “Power-Up” functionality inside Trello. The screen just keeps loading and doesn’t show. I cleared my cookies/cache and I’m still running into the same issue. I’ve done the following: Restarted laptop. Uninstalled the connection. Reinstalled the connection. Updated…
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Hebrew language support
Are there any special features or modules to install for the Hebrew language?
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The button to open the livechat doesn't work on my website.
Hello community, I have installed several buttons on my website that open the livechat when clicked. All the buttons work fine, except the one that is in a popup elementor in the mobile menu and I can't find the solution to make it work. Does anyone have a solution? Thank you very much for your answers. The website :…
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How to sync Gmail Catagories
Hi, I have been an avid Gmail user and enjoy the categories feature of Gmail separating emails into 'inbox' 'promotions' and 'social' Is there a way to have this sync with Pipedrive? At present all email from the 3 categories get lumped into the inbox. Cheers NCC
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Support Ticket Software that shows support tickets in Pipedrive widgit?
My sales team is exhausted not being able to easily see open or historical support tickets and their status in pipedrive. We currently use freshdesk, but would make a change in a heartbeat if we could get the ticket data into pipedrive. Anyone have a recommendation?
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Handling Contacts associated with multiple orgs...
Our customers often are multi-tenant customers. They have users and decision makers that have one email and be engaged with multiple companies inside their umbrella. How can contacts be setup so they can be associated with multiple orgs so they can be attached to multiple deals?
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Is it possible to make the Revenue fields available for me to include in contracts?
Good morning, I'm creating a contract template. Our contract provides for scheduled payments. In the model fields I cannot extract this information that is within the Revenue(payment schedule). Is it possible to make the Revenue fields available for me to include in contracts?
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Problem with Outlook Calendar Sychronization from Pipedrive
Hello, Our company is unable to send calendar invites from Pipedrive because the timezone doesn't synchronize with outlook. When ever we send an invite in the local time zone Outlook will receive it in UTC and there doesn't seem to be a way around it. Have talked with Pipedrive who have raised a ticket with Microsoft over…
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add a cost to the deal
Hello all, i know that using the products feature i'm able to set a cost, but in my case 90% of the times i add a price to the deal i don't have a specific product paired with it. I would love the possibility to add directly a cost value into the deal, so that with reports i will be able to have a look to the project…
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Calendar Publishing
We are designing a golf tee time booking service which will involve a WordPress website with a calendar on the front end and possibly Pipedrive on the backend. Is it possible to publish a Pipedrive calendar to a Wordpress site? If we use a WP calendar plugin, is it possible to integrate that with calendar on Pipedrive?
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Save new email contacts to pipedrive contacts
Good morning, I have successfully linked my Outlook account with Pipedrive, and I am curious to know if there is a method to automatically generate and store new contacts in Pipedrive whenever a new sender is identified in Outlook emails. Thank you in advance!
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Emails in spam or quarantine
Hi All, I have trouble with the spam filters in Outlook. The first campaign email I have sent out from Pipedrive, was sent not to customers, but to colleges and friends to test it, but ALL of the emails sent out from Pipedrive went to spam or to quarantine, and I had to call up all of my friends "hey, did you receive…
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Merge tag problem in the sent email
Hi All, I'm working on my first email campaign. I would personalize it, so in the text I used "merge tag", and it beautifully shows *[FIRST NAME]* in the needed positions. I use myself as a test person, and I uploaded myself as a "person" to Pipedrive, so checked myself in the system, my data are detailed in Pipedrive, I…
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Thread in automation email
Emails sent by automation do not thread and create a new threat each time an email is sent. How can I create a thread while keeping automation ?
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Google Drive (Videos) Link Sync
In Projects, we can add documents from Google Drive but we can't add videos. We want to be able to link videos from Google Drive to our projects for quick reference. Not to upload the video to Pipedrive project, just connect them so they're easy to find in each project. Is this possible?
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How to I make a field mandatory when an agent selects Archive for a lead?
Hello, Sorry for a newbie question, I'm new to Pipedrive. This is a pretty basic function, but I can't seem to find it in Pipedrive. As question, I need to find a way for a particular (or possibly a few) fields to appear mandatory when someone archives a lead. We need to be able to track data of why the lead is being…
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Lead to Won Deal Report
Hello! I feel like Pipedrive can do this, but I am struggling to find where... Our Marketing team has a number of web forms and other processes in place to get Leads into the Leads inbox. Viable leads are eventually converted to Deals. Then a (sometimes long) period of time can pass. The Deal is eventually (hopefully) WON.…
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Guest Users
I run a small lending business and all the time we receive application follow up/progress check calls from clients. I recently found out that Monday.com has a feature called "shareable boards" which allows the owner of an account to share access of their account with external users (clients, deal referrers, business…
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Embedding link and thumbnail (to a video) in email
Hi there - I'm creating a 6 stage automated campaign and am trying to embed a link and thumnail to a short video hosted on Vidyard, i have done this before on other email platforms but this is the first time using Pipedrive Campaigns and the thumbnail does not seem to be appearing. Anyone able to help on this?
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İm looking a new insights entegration
I am looking for a new insights integration. "Cumul.io" i was using a reporting system called Dec, but we haven't been getting up-to-date data from cumul&pipedrive for 1 week. I would like to thank those who helped in advance. Best Regards