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Pipedrive United Kingdom
Pipedrive United Kingdom
798 members
2 questions
8 posts

Marc replied 14 days ago
Post
Deals

Deal dashboard

Is there a way to change which deal fields are displayed on the snapshot displayed on the deal dashboard.

For example, each deal in my dashboard currently displays 3 fields (Deal name, Org Name and Deal Value) all of which are great, but I need to also display a custom field here - is there any way I can do this??

 

Christian followed 14 days ago
Post
Zapier

Zapier - merging new deal and contact

Can't find the answer anywhere

I use Zapier to send a deal and contact info into Pipedrive

I have two functions; 

  1. CREATE PERSON IN PIPEDRIVE
  2. CREATE DEAL IN PIPEDRIVE

However these don't merge the person to the deal - how do you achieve this please? Thanks

Mike liked a reply 21 days ago

Auto generate Gmail/Pipedrive contacts

Morning all, does anyone recommend a tool (ideally free!) that automatically converts contacts from their email signature to a gmail contact - that of course will then sync into Pipedrive?

If there is a better approach to this I'm also happy to hear it. Thanks, Steve

Inês replied 22 days ago

LeadJet

Has anyone used the LeadJet app?  If so:

1.  I'm wondering if LinkedIn would see this as a data 'scraping' tool?

2.  Would you recommend?

Thanks
Suzanne