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Tips & Tricks
Tips & Tricks

Got an interesting workaround or fun tip? 
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Linking multiple Organizations to a Deal

Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal.  There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform.

Thanks for your feedback!

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⚠️ Currently this integration doesn’t work for users with the “old” Google Calendar sync and the “old” activity modal yet... (More)

Transfer contacts to leads.

Hello there. I created deals on the contacts i have in pipedrive but they are actualy leads. This was done before the Leads function. How can i transfer the contacts from the deals to leads, WITHOUT import and the possibility of creating dupicate contacts?

Outlook Sync - Private Appointments

I have two-way sync between Pipedrive and my Outlook calendar.  It seems that if I have an appointment marked as private in Outlook, it should be hidden from other users in Pipedrive, regardless of user visibility status.  Has anyone looked into this?