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Anyone using Klaviyo + Pipedrive for hybrid sales funnels?
After we added Klaviyo integration some time ago, we’ve been hearing from more and more Pipedrive users who are selling both via sales reps and online (e.g. wholesale orders, reorders, etc.). We just rolled out a way to sync Klaviyo ecommerce events (Viewed Product, Checkout Started, Subscribed to Back in Stock) to…
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Sales Call Booking System
Our clients often compliment us on the slick sales call booking system we’ve created at MinorCo. This results in more prospects booking calls and more revenue for the business! Here’s a behind-the-scenes look at our system. Powered by Calendly, RightMessage, Zapier, Kit and of course, Pipedrive!
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Two Essential Pipedrive Automations to Boost Your Sales Workflow
We love those two straightforward yet impactful automations in Pipedrive that have significantly improved our team's efficiency. Automated High-Priority Activity Creation for New Deals Whenever a new deal is added, an activity is automatically created and assigned to the deal owner. This ensures that no new lead goes…
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Pipedrive Automation vs. Zapier (which one is best?)
Pipedrive’s native workflow automation builder is great (and I use it a lot). For example, when you move a deal to a new stage, you could automate sending an email/campaign or create an activity for the deal owner. But sometimes you need a more powerful automation tool like Zapier. For example, if you want to trigger an…
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Join Our Consultancy and Agencies Group – Insights, Strategies & Exclusive Perks!
Are you a consultant or agency using Pipedrive? Are you looking to learn and discuss how others in your industry leverage Pipedrive to get the best results? Join our dedicated Consultancy and Agencies Group to discover and discuss how top professionals streamline workflows and close more deals. Access expert strategies,…
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New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
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Looking for feedback to AI report generation in Insights
Hello everybody! 👋 We are currently in the middle of process of rolling out AI report generation feature to our customer base. If you have tried out the feature, I would love to hear your feedback on it- what was good, what wasn't, what do you expect it to do differently. Thanks 💪
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Assistance Needed with JotForm to Pipedrive Phone Number Integration - Australia number
Hi, I've set up an integration from JotForm to Pipedrive, and I'm encountering an issue with how Australian 10-digit mobile numbers are being handled. Initially, the phone number field in Pipedrive was set to "Phone" format, but this wasn't pulling any data from JotForm—the field was left blank in pipedrive, although…
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New Action in Automations: Change Marketing Status
It would be great to have a new Action in Pipedrive's Automations that allows users to change the Marketing Status of a Contact Person. For example, when a Deal is won, an automation could be triggered to update the Marketing Status of the associated Contact from "No Consent" to "Subscribed". Currently, there is no way to…
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Live Chat Mobile Notifications + Chat in Mobile
I’m a small business owner, and I recently made the switch from HubSpot Starter to Pipedrive, opting for a yearly subscription along with several add-ons to better serve our customers. One of the key features we rely on is the live chat on our website, as many clients use it for quick questions. While Pipedrive’s…
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Sending field values through the Raw body of a webhook request in an automation
I have a Pipedrive automation that send information to an external app through a webhook. Until now, it has used key-values, but it needs to use the raw format. The following body sends the literal value "{deal.title)" instead of the title of the deal. How do I send the title of the deal instead of literal text?
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Can you print address labels directly from pipedrive?
I want to print labels for several customers for a mailer. Is there a way to do this directly from Pipedrive?
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Are Pipedrive Campaign Analytics correct?
Hi, I'm seeing numbers in the analytics for my campaigns which seem a bit unusual. For instance, in most recent someone opened and clicked 29 times apparently, another clicked 10 and lots of ones around that number. Previous ones have had numerous people supposedly clicking 10+ times. For the record, it's highly unlikely…
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Syncing Shared Contacts
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…
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Share Contact via Email
I often share contacts with others in my network and much like you can share a contact via iOS text messages it would be great to send an email and be able to easily select a contact from Pipedrive and then select one or more fields you wish to insert into the email or even send as VCF attachment. It would be even better…
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Birthday field / reminder for Contacts
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
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Deals Shouldn’t Rot When a Follow-Up Is Scheduled
Hey everyone, I’ve noticed that deals still enter the “rotting” status even when there’s an activity scheduled — for example, if I give a client a week to think and set a follow-up accordingly, the deal still gets marked as rotten. This doesn’t reflect the true status, since I am actively managing it. I think deals with…