I regularly need to review automation workflows and take screenshots so I can explain each step. But I end up with loads of images if the workflow is lengthy. It would be great to be able to export the workflow, where its format is either the same as make.com blueprint or easy to read format
Hi everyone,We are trying to clean up our contact database. To do this we exported all contacts and purged them out of PipeDrive and now we want to update these contacts with the modified values, but we want the data to be updated by contact ID and not by email. Is this possible?
I am importing about 50k activities from another CRM and I can manipulate the "due date" and set the activity as "done" but the date order they show up is based on the current date, Some of these activities are several years old and with some organizations there might be more than one "activity" added. They all appear in…
J'aimerai extraire les adresses emails de mes prospects présents dans mon pipe "sales". Commet est-ce que je peux faire cela s'il vous plait ?
I would like to export multiple filter results into a single spreadsheet. Is there a easy way to do this. Thanks in advance for your help
Hi, I would like to export activities of certain contacts who have a particular label. Looking at the available fields when in the export screen, I can't seem to add a filter for label. Can anyone advise if this is possible? thanks
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
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…
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
Hello, I would like to mass import projects like i can do with deals, activities, organisations etc. which i cannot do right now Is a development planned ?
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