Hello there, I'm migrating from pipedrive to HubSpot and even though via import it brings some emails, it doesn't do it with all of them. There are limits on what gets synced, especially with retroactive emails. They say it's because of the way pipedrive stores emails but I don't understand. What do you recommend?
I can't seem to find a simple way how to export all of my contact information including the notes in one simple step. Can someone guide me on how to do it? Thank you.
I wanted to check the options to mass export all the files from Pipedrive and store them on a drive. When I export files in Pipedrive the export file contains the download link and this is a manual process as I have to use each link to download the files one by one which is time-consuming.
Hello, Is it possible to automatically import raw lead data into Pipe Drive from Sales Force software?
Good day, We recently upgraded to the advanced license because we want to use PD for more than just pipeline management. I’d like to start using the CRM and export billing data from PD to process it in a different billing system. However, when exporting to Excel, all products within a case are combined into a single line,…
When I import data and set the records to merge on duplication, it always replaces the labels that are already entered with new labels rather than adding to it. Is there a way around this? When manually merging contacts, it keeps both labels rather than replacing. thanks
Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at…
Hi all, I'm new to Pipedrive, but used to other systems, including Hubspot. I'm trying to import a list of organizations to our new pipedrive account, but I cannot seem to map the field "website" - any ideas?
I have a csv file of phone records. The file does not contain the names of the contacts. I want to import the call records as completed activities and associate (merge) activities with existing contacts. Is this possible, and if so, how?
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
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