We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from the person.

What I would like to do is setup an automation. When a person is added to Pipedrive a standard email is being sent to this person asking them to accept receiving newsletters. I dont want them to fill out... (More)

Hi everyone,

I'm having a lot of issues with deals changing to different organisations when a contact moves to a new company. I walked through this problem a couple of months ago with someone from the Help team but didn't really solve it.

For example, Joe Smith moves from ABC organisation to DEF organisation. When I look at the ABC deals, they have now been assigned to DEF organisation instead of staying with ABC.

This really mucks up our reporting when we are tracking our win/loss rates for organisations.

I am considering creating a rule that says when a contact... (More)