I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
Hi All, I'm working with a Pipedrive client currently, who runs many courses as part of their business. We're looking for the best way to mange course numbers, course attendees, course spaces etc - has anyone setup Pipedrive for this use case previously, and do you have any suggestions?
My calendar sync has been working, without issue, for months. Suddenly, starting Monday morning , it is no longer syncing at all. I have disconnected and reconnected the account several times. Cleared cache. Checked permissions. Tested calendar entries on the local calendar (outlook) but nothing has changed. Pipedrive…
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
I have deals where I will upload pics as files onto the deal and it shows up in my google drive folder. When I delete the deal, the files still remain in the google drive folder. Why is this?
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
I work effectively with Apollo.io (sourcing and cold mailing) and Pipedrive (crm). However, a native integration between Apollo.io and Pipedrive is lacking. I would love to have all companies I outreached to automatically in Pipedrive (lead stage). Does anyone has a clear workaround? Or in case you make use of the native…
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
Hi, I would like to manage Retreats with Pipedrive. The following situation/requirements: I have for example 8 Retreats per year Each Retreat has a certain capacity of Rooms. Let's say Retreat A has a capacity of 10 rooms while Retreat B has a capacity of 8 rooms My main intention to use Pipedrive is to manage…
I use pipedrive to capture how prospects interact with our content and webinars. Each time someone downloads a piece of content I've set up a zapier automation that creatives a new value in a person multiple options field. However, I'm now experiencing problems as some fields have many values in them and I'm not able to…
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