Skip to main content

Pipedrive Canada
Pipedrive Canada
808 members
3 questions
17 posts

Pipedrive is a great tool for small- and medium-sized businesses in Canada. This versatile CRM is available in both French and English (and other languages), includes a wide range of features and automations as well as many integrations to 3rd party products. Pipedrive offers great value-for-money.

This group is targeted at Canadian champions of the Pipedrive platform. There is a vibrant community of Pipedrive experts available to assist users with configurations, integrations and specializations as required. 

Got questions? Nous avons les réponses justes!

For issues related to the management of the Canadian user group, you are invited to contact @Joseph Valenti  in this forum. Joe is a certified Pipedrive Expert. He will be happy to direct you to the right resources and let you get on with the real work of taking care of YOUR customers.

Joseph liked a month ago

Next Canadian community meetup

Hi all,

A few months ago we had the first Canadian community meetup and I'm curious if there's interest in another one. Check out the last one here:

Last time we discussed the following:

  • How to best work on the community
  • Upcoming new features in Pipedrive and how to beta test those
  • Workflow automation tips & tricks
  • And many question from the community got answered

So who's interested?? 🚀

Mike replied 16 days ago

Dashboard setup

Is there a way to set the dashboard chronologically so the deals are listed by last customer touch?

Mike replied 25 days ago

Configuration for two people managing the same pool of leads.

I have two of our 20 users that are going to be operating as a partnership using the same pool of leads. Can you have a professional subscription and use TEAMS subscription for some, but not all subscribers in an organisation? 

Any other ideas of how to configure a set up so they can both see the pool of leads and then assign one or the other person to own them? 

Christian liked a reply 2 months ago

What makes selling in Canada unique? Use this channel to connect and speak French if you prefer :)

Hi all,

We're slowly but surely growing our country-specific channels. Please use this channel to connect with local people who work in sales and use Pipedrive.

Discuss questions, tips & tricks and above all feel free to speak French! 🇨🇦

Enjoy the community!