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Pipedrive Academy

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Pipedrive Academy features CRM training videos and tutorials to help you level up your CRM and sales skills, from quick CRM courses to in-depth tutorials on specific features.

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Durchschnittlichen Umsatz pro Kunden anzeigen lassen

Hallo zusammen, wie kann ich mir selber bei den Einblicken in Pipedrive einen Bericht erstellen lassen, wie viel Umsatz ein Kunde durchschnittlich pro Monat, Quartal oder Jahr macht? 

tagging multiple users in Pipedrive comments at once

It would be great to have the option to set up "departments" vs having to tag each individual user. Ex tag @Sales vs having to individually tag each sales member's name. It would save a lot of time and keep comments compact in Pipedrive deals. 

Sync Pipedrive et Intercom

Bonsoir à tou.te.s, 👋 

Je cherche à synchroniser toute ma data de Pipedrive sur Intercom.

En clair, je souhaite que mes contacts, leads, prospects, entreprises... soient synchronisés sur Intercom.

Ainsi, cela me permettrait de créer des listes de diffusions outbound sur Intercom à partir des données de Pipedrive... ou autre.

J'ai déjà installé l'app Pipedrive sur Intercom qui permet de récupérer les offres. 

J'ai regardé avec Zapier et j'ai effectué des essais, je suis moyennement convaincu.

Ma question est : avez-vous de la documentation fiable ou des conseils à me donner (et solutions tech) pour le faire automatiquement, rapidement et intelligemment ?

Au plaisir et merci d'avance 🙏 

[Advice] WPForms->Zapier->Pipedrive. Multi choice mapping issue

We have a WPForms that has a multi-choice dropdown field. We would like to map this into a Multiple options field in Pipedrive.

The Pipedrive field has the same options available as the multi-choice drop-down that the form has; despite this, I can't get the data to pass through into Pipedrive.

Am I trying to do the impossible; if not I'd appreciate any guidance/thoughts on how to make this work.