Skip to main content

Google apps
Google apps
1 follower
2 questions
17 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics, and join channels in the Community.

New user - CRM + task management + notes

Hi everyone, 

I am new to a company that is a client of pipedrive, but haven't really used it yet (that's my job). I am trying to figure out a few things. Any advice and guidance would be appreciated! 

  1. Pipedrive as a CRM: our deals (our own projects or partnerships with counter-parties) broadly follow: inbound lead -> dead or some amount of follow-up -> lots more follow-up -> 'won', but then live in perpetuity as something we would want to monitor and update for years following, including potential further actionable tasks relating to the 'won' deal as well as regular notes tagged to the deal.
  2. Task management: expanding here, we have many inbounds that need some amount of task management (simple tasks for reminders for follow-up calls, emails, or actionable tasks).
    1. Ex. Inbound new project (internal or external) requires me to do some analysis, reach out to a lawyer, speak to some folks internally, etc. 

The two other systems we use exclusively are G suite and Slack.

Currently, I am trying to keep track of all of my tasks in a Google Keep note, but this is amateur level and messy and not the best for collaborative task tracking.

Would love to hear what solutions others have come up with in similar situations.



Error en la sincronización de contactos con Google

Cuando se sincronizan los contactos con google, se confunden los datos de nombre y apellido pasando algunos caracteres del apellido al nombre.


Tengo un contacto con los siguientes datos en Gmail:

Nombre: César
Apellidos: De La Cruz

En Pipedrive aparece como:
Nombre: Cesar De La
Apellidos: Cruz

Es una situación delicada debido a que en las automatizaciones del mismo pipedrive, se pueden estar enviando correos o mensajes con el nombre de la persona. Imagínense enviar un saludo así: " Hola César De La, ¿cómo estás?"

Contactos Google:



Titel in Kalender-Synchronisierung einstellen (und automaisch befüllen lassen)

Hallo liebe Pipedrive-Freunde,
man konnte die Aktivitäten in PD so einstellen, dass im google Kalender zum Beispiel so aussah:

Name Aktivität > Name des Kontakts > Name des Deals

Nun finde ich das aber nicht mehr und pd macht das auch nicht mehr. Gebe ich "Ist der Vertrag da?" als Aktivität in pd ein, fehlen im google Kalender alle Infos (wie Name und Deal). Wer kann helfen und hat den Hack? :)

Daaaanke und lieben Ostergruß, DIRK

Pipedrive does not sync multiple addresses from google contacts.

I would like to suggest that Pipedrive can at least sync all the addresses from google contacts to Pipedrive. Address is very important information of a contact. It will be very helpful for the users if it will sync all the information seamlessly and no need to manually input data especially if a user has 3,000 contacts, it will be very difficult.