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Pipedrive USA
Pipedrive USA
8202 members
14 questions
50 posts

Welcome to the Pipedrive USA group! Connect with fellow sales professionals from the United States of America and get help with your sales and Pipedrive questions.

Share your challenges, concerns, opportunities, feature requests, customer behavior - you name it.

Please introduce yourself when you join: who you are, what you do, what brings you here. 

Our local champions @Jonathan Gennick  & @Justin Stephens  are here for any community related questions.

Recording 🇺🇸 US community meetup: Leveraging third party apps to Sell More with less effort.

https://pipedrive.hubs.vidyard.com/watch/FggK2MGtn5XwnznwqEcPbp

Monday the 2nd of Nov, a few hundred enthusiastic 🇺🇸 community members and Pipedrive users got together 🚀

We listened to Boris Tsibelman, automation expert, Pipedrive partner and founder of AxisConsulting and Justin Stephens, a veteran Pipedrive user and prospecting expert working for Kaitech Automation as they taught us how to leverage third party apps to Sell More with less effort.

Check out the recording here and join the discussion in the comments of this post
We'll start answering questions asked during the webinar during the course of next week. 
See you next time again! 🙏🏻

List of SALES AUTOMATION workflows to share in CRM Pipedrive 2020

I have more than 20 different type of AUTOMATION workflows done for different clients so far in Pipedrive.

Would somebody like to share their AUTOMATION? I can provide full access to the details on how was done each of one, If you are able to share yours.

NOTE: Sorry the English, this was done originally in Spanish and translated with Google Doc without further review.

This is the LIST of what is done so far:

Opportunity validation

  • Use of "Leads" functionality when it is not necessary to create a deal, in order to find out before creating it as a... (More)

Contact sync - mapping - Office 365

Are there any plans to improve the contact sync feature for Office 365?  At the moment there is no capability to map contact information to the various fields. I tried this out contact sync in the past and it messed up my contacts bi-directionally.

Thanks.

Dashboard

My dashboard is only displaying on 1/2 the page is there a fix for this.  How do I activate the insight beta display with a black back ground?