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Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
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Tasks assignerd follow up
Hi Guys, I need your support to find the proper way when I create and assign task to some of my colleagues, to get feedback when the task is finishedm or even on daily basis to get report about assigned tasks to all employees and it's status. Thank you in advance for support!
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Is there a clear timeline overview for the project itself with the tasks?
I would like to know if Pipedrive can show me a timeline of my projects with the subtasks.
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Has anyone been able to integrate Google Voice text / SMS with Pipedrive?
Ugh. SMS in PD should be easier than this. Don't want to sign up for another phone service and number just to SMS.
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Pagination is not working for "List all persons associated with a deal".
Under Deals Endpoint, there is "List all persons associated with a deal" endpoint. According to the API, pagination is supported for this endpoint but when I tried at my end, pagination is not working properly. I am getting the duplicate data through pagination. So, could someone please look into this?
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One Deal with many products
Hi, Any suggestions - how we can close Deals where more as one product is assigned and we won Deal for one product, but lost Deal for other Product. For example, Customer project is for Printers, Projectors and Software and we won Deal in Software parts, but lost Deal for other 2 parts. Additionally we want to add info to…
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artificial intelligence367
Hello everyone, I'm looking for an artificial intelligence application that I can train. ChatGPT is an application similar to Writesonic. I want to make my customers give automatic answers with this application. I would appreciate it if you could help. Good Works, Best Regards
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Payment schedule - maximum number of payments
Hi, we have costomer contract and payment schedules that go beond the limit of 36 mth. Is it possible to rase the limit to ex. 60 months?
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Recording customer feedback
We are going through ISO13485 medical device certification and we need to set up a customer feedback capability. I am thinking that if we could record the customer's feedback under the "contact" or "organization" record. This would be a good place
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About right-aligning mail（macに届くメールの文章が右寄せで見づらい）
I am using a mac. I use my mac email software to receive the emails I receive when I have an inquiry. When I open it in my mail software, the text of the inquiry is right-aligned and very difficult to read. Is there any way to make the text left-aligned?…
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PLG support in Pipedrive
Looking for a recommended workflow to support PLG in Pipedrive - for example how do you handle scoring on inbound "signups" - do you do the scoring on contacts vs leads? How are you capture usage - do you use custom fields?
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Current customers, sending forms to collect further information.
We survey our customers bi-monthly while they participate in a year-long program. We currently use Google Forms but would like to see if there is an option to collect this info within Pipedrive and then auto-save into Google drive. The Pipedrive service recommendation was web forms, but now that we are trialling it, it is…
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Double Product Label in one contact. Is it possible?
Goodmorning, I'm new in Pipedrive, so sorry in advance if my question could be trivial for someone. I have a question about the functionality of labels. I was wondering if it is possible to assign more than one product label to 1 contact. Because in my case, I associate the label with a product bought by the customer. So…
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Looking at a Pipedrive+M-Files (leading EDMS solution). Who has a success story here to share?
There is one instance of a Pipedrive + M-Files (leading EDMS solution) integration from about 7 months ago that I am aware of in Finland. Who can attest to the success of this or any other successful, currently active Pipedrive+M-Files integrations out there in the community? Thanks in Advance
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Five9 integration
Hello PD, do we have a good integration with Five9? I have a prospect that has Five9 and needs this for Pipedrive. Or also Dialpad? Thanks!