How to Get More Out of Pipedrive - Top Tips and Tricks In this video, Pipedrive's resident expert James Campbell shares tips and tricks for optimizing your Pipedrive account. Whether you're new to Pipedrive or a seasoned veteran, take the opportunity to learn or refresh some principles that will help you close deals…
Bonjour la communauté Nous travaillons avec Pipedrive depuis novembre 2022. Nous recherchons un(e) expert(e) Pipedrive qui nous aiderait à optimiser le paramétrage de la plateforme et à améliorer nos process. Nous attendons que cet(te) expert(e) nous conseille et soit force de proposition pour rendre notre prospection plus…
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
Currently, the email sync tool purely brings in all emails in a list. I use folders/labels within Gmail to sort out my life, so would be good if these translated to the email sync to make it clear what I am up to!
I was disappointed to find out you can only sync contacts to Outlook of which you are the owner. There is apparently no way for my team members to sync contacts i imported/created in Pipedrive to their Outlook contacts. Would think the goal of having a CRM system is to be able to share professional contacts among your…
Hi Guys, I haven't seen this covered anywhere but most definitely need it to be. What is the best way inside Pipedrive to create an activity using a received email? The feature would act like Office365 does when creating a task from a flagged email. I find this such a simple feature that I must be missing something in not…
Is there a real estate template I can copy or gain inspiration from? I know I can figure it out as I go but I thought it would save me time by having a real estate template and then customize it based on my own processes and requirements.
Hi! We have been on gohighlevel for a year and customized it with numerous webhooks, integrations, and automations but it just isn't working for our growth. Does anyone know someone who can migrate us completely, we can do ourselves but do not have the time. Phone/SMS apps - we have installed justcall, but looking at…
Dear Pipedrive Team, I'm writing to suggest a valuable improvement to your automation features: the ability for users to send personalized welcome emails to new Pipedrive users. Currently, Pipedrive automations lack the flexibility to trigger emails based on user creation. This limits the ability to automate a crucial part…
From this KB article: https://support.pipedrive.com/en/article/importing-advanced-mapping Mapping phone numbers When importing your contact's phone number, you have the option to select the phone label you want to map to Pipedrive. If you have multiple phone numbers for a contact, you can map the phone field multiple…
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