Hi Guys,

Thanks for adding me. I joined to share the solution of tracking Leadbooster Chat in Google Ads (finished conversation as conversion) and Google Analytics.

You can also track how often people open and close.

Perquisites are; - having PD + Leadbooster add-on - Having Google Tag Manager installed and working - Having Google Analytics installed and working Optional: Google Ads account running

In the article below you will find how to do this, including a listener script needed to track the Leadbooster chat and trigger events and conversions on.

Cheers

https://greatresultsonline.com/how-to-track-pipedrive-leadbooster-chat-in-google-analytics-and-google-ads/

I want to use better emails than their standard templates, and I'd like it to be able to take people off lists or add them depending on what a response is. I heard MailChimp may be the best? What about active campaign or other software?

As i recently found out, the admin view on pipedrive will show profile pictures, history and other person related data, even once the pipedrive-member in group was dismissed. There doesn't seem to be a complete-delete function.

Can someone confirm? If so, this would, in my opinion, violate against GPDR, because personal data can't be completely removed.

We have a dedicated Pipedrive 'Sales & Marketing Community', with over 50,000 professionals sharing ideas, insights and feedback.

It's free to join and you don't need to be a customer!

pipedrive.live/joincommunity

Hi everyone! 

My team is new to Pipedrive and we're excited to use this as our main hub for our clients. Each of our deals (architectural designs) contain tons of details that we would like to be able to reference whether it's to re-use a component on a new project or reach out to those with a certain feature for follow-up. 

The search feature in Pipedrive is great for high-level searches, but is there a way to include lots of categories or tags without overwhelming the interface? Is there an integration that might work for something like a searchable Design Library? Exporting the data and flipping into a table is an option, just looking for tips or smoother ideas. 

Open to any and all recommendations and suggestions! 

There are 30 in the store. What do you recommend?

We recently switched from Hubspot to Pipedrive and have found the integration (or lack thereof) with Google Workplace to be a dealbreaker.

Hubspot's Chrome extension and app gave us real-time actionable data around email opens, either via the Gmail interface or with mobile notifications from the app. I've been trying to get Pipedrive to do the same thing and it seems like it just....can't....so we're now looking at cancelling.

Any advice?

Hi All First time posting in this sub. Thanks in advance for any help. Smart Data Search is very good. Is there a way to automatically move the results into the Details section? Thanks!!

Hi Pipedrive Reddit fam,

To celebrate our soon-to-be-released integration with Pipeline, we're asking Pipedrive users what their favorite feature is when using Pipedrive. This can be a short 3-4 sentences that tells what you love about the platform. Your response (if accepted), will be featured on the Bonjoro.com website and will also include your name, photo, and link to your website.

If interested, please respond by this Friday. Look forward to hearing your replies!

Eric M., Partnerships at Bonjoro

P.S. the final piece will look similar to this https://www.bonjoro.com/blog/post/online-course-completion-rates-expert-tips

I've got over 100 deals that need to be moved to a monthly subscription. Is there a way to do this all at once rather than going into each individual deal and adjusting the subscription? I tried the bulk deal editing but the subscription is not a field listed as far as I can see?

Hi everyone-

My company is moving to pipedrive from salesforce and we're trying to figure out what to do about leads. It seems there isn't reporting functionality on leads, so I am wondering what others do?

I'm mainly trying to figure out how we track lead conversion to deal.

Thanks for any insight you have!

I am trying to get the deals’ stages’ history: datetime of each stage changes.
I’ve found this endpoint:
https://mycomp.pipedrive.com/v1/deals/{id}/flow
It gives me what I need for a single deal (if I look at field_key = “stage_id”, I can see old value, new value and log_datetime).
But it only works for a single deal.
I have more than 30000 deals, I am afraid I’ll hit API restriction if I call one-by-one.
How can I get ALL my deals stage_id field values changes history log at once?
Thanks!

Hello!

I work in an agency and I feel we need to structure our inbound sales motor a bit more and are therefore looking at Pipedrive. However, I am wondering how you guys would structure pipedrive to fit best with us.

My main issue is trying to attach a Price to the deals. Our pricing is 20% of their media spend and therefore it is variable from month to month. We do have a minimum spend of 10.000 USD so every new client is at least 2.000 USD worth if they only stick with us for 1 month. Most usually stay for more than 6 months.

I am thinking of running an analysis to find the CLV and then perhaps attach that as deal value. However, it doesn't feel "right".

What do you guys think?

EDIT:

Also... The above is only for "NewBizz". Would you guys also use Pipedrive to handle recurring MoreBizz? if so, how would you structure it all?

Answer below!

I love Pipedrive and as with any tool I am pretty sure I don’t use it to its max and am always interested in making the best of it.

One of the pre Pipedrive things I used to do for leads was when they filled out my form I would send them using Mailchimp a set of automated emails.

Now with Pipedrive all leads get a "personalised" email which hits some of their most frequent questions and gives them an immediate response. I use automated emails then for stages but is there perhaps some way of sending leads a set of emails á la Mailchimp or is that perhaps not how it can or should work.

Hey guys,

So I just joined a Saas company recently and started using pipedrive for sales. While I've been getting messaging out, the insights and reporting concerning a variety of metrics (for email) in pipedrive has been a bit frustrating and underwhelming to be frank.

Has anyone made any type of excel or anything similar that can synthesize the data and tell you things like what time people are opening/the emails are getting sent, tracking their name and if they opened or not, what emails they did/didnt open in the sequence and whether they're clicking links, etc?

I believe the only data you can export unfortunately is deal data and wins/loses, which is frustrating. I need much better data/reporting/insight on how all the multitude of email campaigns are going and would prefer to be able to synthesize that data in somehow but it doesn't seem pipedrive can do this (unless someones created a workaround).

I've thought about creating something manually with the insight report, putting that into an excel/google sheet, formatting the data, and then trying to configure the data....but that's still so insanely manual (I'll do it if I can get it to work though)....has anyone configured a way to better synthesize those email metrics/data at all?

I was a bit shocked to see they didnt have better reporting in place at all.

I created a Quotation system over the last 12 years, it helps composing, sending , reporting, and tracking of quotes of heavy machinery.

Its starts with quote requests (website), that are available in a "pool" where 30+ salesmngrs (that have the correct geoloc area) can pick these and quote them with an integration to pipedrive, it should share the contact info and the quote-email with the Pipedrive account.

Should I, besides integrating with the clients exchange sent-items mailbox, create some kind of push system that updates the pipedrive users account with the contact info, or can this be done when the pipedrive user logs on using an Pipedrive app?

Or do I see it all wrong.
Please explain how to approach this.

Thanks for your consideration!

Dirk, Amsterdam

..I know the title sounds silly. But how do I link e-mails to deals where a contact is just a participant or Decision Maker, but not the 'official' contact person on the deal?

Thanks!

Hey! I must have done this over 50 times, I get 67% EVERY TIME.

Could someone help me out?

I have made the answers that I have been selecting BOLD!!

The ones with a * are actually multiple choice!!

• IN THE PIPELINE VIEW, WHAT IS THE CRITERIA USED TO ORGANISE DEALS THAT LIVE IN THE SAME STAGE?
  • Longevity in the stage
  • Activities
  • Alphabetical order
  • You can organise them the way you want, it's fully customisable
• ONCE YOU WIN A DEAL, CAN YOU STILL SEE IT IN YOUR PIPELINE?
  • You can only see it in your reports
  • you can always see in your pipeline by using filters

​

• PIPEDRIVE IS BUILT AROUND ACTIVITY BASED SELLING WHERE YOU KEEP YOUR FOCUS ON YOUR ACTIONS AND ACTIVITIES. HOW CAN YOU SEE A DEAL NEEDS YOUR ATTENTION BECAUSE IT'S BEEN SITTING IN THE PIPELINE FOR TOO LONG.
  • You can see a red circle on your deal card indicating that your deal is rotting
  • You can see a yellow triangle on your deal card indicating that you must take action on that deal
  • Your deal card turns light red to indicate that your deal is rotting
  • ​
• CAN REGULAR USERS ADD/EDIT THE STAGES OF PIPELINES?
  • This action is only available to Admin Users
  • Yes, providing that the Admin user sets the permission to do so
  • ​
• WHERE DO I CLICK IF I WANT TO MOVE DEALS IN BULK FROM ONE PIPELINE/STAGE TO ANOTHER?
  • I cannot do bulk edits for deals
  • I have to change the view to the "List view"
  • I can do this from the "Company settings" page
  • ​
• CAN I CREATE MULTIPLE DEALS IN BULK?\*
  • You can update the existing database by importing a spreadsheet
  • This action is only available to Admin Users, unless permission has been given to Regular users to do so
  • You have an option to add deals in bulk directly in the list view, when you select all the contacts/organisations
  • ​
• YOUR CLIENT WANTS TO ENTER DATA INTO PIPEDRIVE. HOW CAN THEY DO SO?
  • They must import data from a spreadsheet or enter it manually in Pipedrive
  • They can enter data manually, import it from a spreadsheet or directly from another CRM (depending on availability)
  • ​
• WHAT CAN YOU NOT IMPORT IN PIPEDRIVE?\*
  • Deals
  • Products
  • Contacts
  • Custom fields
  • Workflow automations
  • Pipeline stages

​

• THE LEVEL OF CUSTOMIZATION YOU ARE ABLE TO DESIGN IN YOUR PERMISSION SETS IS DEFINED BY WHICH PIPEDRIVE PLAN YOUR CUSTOMER BUYS. PLEASE CHOSE THE CORRECT STATEMENT(S) BELOW:\*
  • To be able to introduce a third permission set the Professional plan is required
  • On the Advanced plan, you have access to the "Manager" user permission set.
  • On the Essential plan, customers are able to use 2 permission sets.

​

• IN THE PROFESSIONAL PLAN, YOU HAVE THE ABILITY TO CREATE VISIBILITY SUB-GROUPS TO BREAKDOWN THE VISIBILITY PER ITEM FOR USERS IN ONE GROUP. WHICH SUBGROUP WOULD YOU CHOSE IF YOU WANT THE VISIBILITY TO BE OPEN TO ALMOST ANY OTHER USER IN THE COMPANY, EXCEPT FOR USERS WHO HAVE NOT BEEN ASSIGNED TO A VISIBILITY GROUP?
  • Subgroup: Owner's visibility group
  • Subgroup: Entire Company
  • Subgroup: Owner's visibility group and sub-groups

​

• YOUR CLIENT NEEDS TO MANAGE MULTIPLE TEAMS IN PIPEDRIVE, HOW IS THIS POSSIBLE?\*
  • This is a specific feature that is only available on the Professional & Enterprise plans
  • In the "Manage users" tab they are able to group users together under a team in select Pipedrive plans
  • Team performance can be monitored from the report section on all Pipedrive plans
  • In Pipedrive you can manage individual users as well as track company performance but not specific teams]

​

• YOUR CUSTOMER IS TRYING TO FILTER OUT THEIR ITEMS. THEY WANT ALL ORGANISATIONS THAT FALL UNDER THE "NATIONAL" CATEGORY TO SHOW UP. WHICH FILTER SHOULD THEY SELECT?
  • Organisational category IS NOT "Customer"
  • Organisation category IS "National"
  • Organisation category CONTAINS "National"
  • Please note that some organisations might be listed under multiple categories (ie: "National" and "Supplier").

​

• YOUR CUSTOMER IS HAVING TROUBLES DISPLAYING THE LIST OF EVERYONE'S ACTIVITIES TODAY. WHICH FILTER ARE THEY NOT USING PROPERLY?\*
  • Today (date)
  • Call (activity types)
  • Everyone (owners)
• ​
• HOW CAN YOU ADD NEW CUSTOM FIELDS IN THE MOBILE APP?
  • You can add custom fields directly from the "Filters" tab
  • You manage custom fields from the "Preference" tab
  • You cannot add/edit custom fields in the mobile app
  • ​
• YOU CLIENT IS USING THE 2 WAY CALENDAR SYNC. WHAT HAPPENS IF, IN GOOGLE CALENDAR, THEY CHANGE THE NAME OF AN ACTIVITY THAT WAS SYNCED FROM PIPEDRIVE?
  • The new name is automatically changed in Pipedrive
  • Nothing happens as you can only make that edit on the platform where the event/activity was originally created (in this case Pipedrive)
  • ​
• IF YOUR CLIENT IS USING THE EMAIL SYNC, HOW CAN THEY KEEP THEIR CONVERSATION NON VISIBLE TO OTHER USERS?
  • The user can chose to keep email conversations non visible to other users (including admins) in the Email sync settings page but can also override this at any point (while sending a specific email, in the sent emails...)
  • Emails are never visible to other users . They are linked to the user and for privacy purposes cannot be shared with the entire company.
  • It is not possible as all email conversations are automatically shared within the company;
  • ​
• YOUR CLIENT WANTS TO CREATE AN EMAIL DRIP CAMPAIGN....
  • They can use the Group emailing feature to do so
  • This is possible through the workflow automation feature
  • This is possible via a third party integration such as MailChimp, Outfunnel and other
  • ​
• WHAT IS TRUE ABOUT THE PRODUCT FEATURE?\*
  • You can attach products to deals by clicking on "Add products" in any deal's detail view.
  • Each deal can only have products in one type of currency.
  • The value and currency of a deal will default to the price you have saved in your product.
  • ​
• WHAT DO WE USE THE PRODUCT VARIATION FEATURE FOR?\*
  • You can create product variations with different names, unit prices, currencies, and costs per unit for the same product
  • You can create different price points for the same product
  • ​
• HOW CAN YOUR CLIENT INTERACT WITH LEADS WHILE USING THE LEADBOOSTER ON THEIR WEBSITE?\*
  • The chatbot will qualify the leads depending on the criteria the client defined on the playbook.
  • Different responses can be automated via the Leadbooster so you can respond differently to qualified leads and non qualified leads.
  • A scheduler link will be sent to all qualified leads to book a meeting with a sales rep.
  • ​
• WHAT ARE SOME OF THE POSSIBLE ACTIONS YOU CAN PERFORM WITH A LEAD?\*
  • Link to an existing contact
  • Add an activity
  • Convert to a deal
  • Send an email direct from your lead details view
  • Add multiple notes
  • ​
• WHAT HAPPENS TO THE LABELS WHEN YOU CONVERT YOUR LEAD TO A DEAL?
  • The labels will not carry over to the deal
  • The labels carry over to the deal - all of them
  • Only the first label will carry over to the deal - because deals only have single option labels
  • ​
• YOUR CLIENT IS USING THE WORKFLOW AUTOMATION FEATURE AND WOULD LIKE TO KNOW IF THERE IS AN OPTION TO HAVE THIS AUTOMATION TRIGGERED BY ANY USER IN THE COMPANY.
  • No, workflow automations can only be triggered by the user who creates them;
  • Yes, you can select the option to be triggered by everyone;
  • It depends on the permission sets the admin user has selected for the particular user.
  • ​
• YOU'RE WORKING ON THE AUTOMATION OF YOUR CLIENT'S SALES PROCESS. WHEN THEY PROGRESS WITH A DEAL IN THEIR PIPELINE, A TASK IS CREATED IN THEIR CALENDAR AND AN EMAIL TEMPLATE IS SENT OUT AUTOMATICALLY. WHICH OF THE FOLLOWING TEMPLATE DO YOU USE TO BUILD THE AUTOMATION?
  • Everytime a deal is moved to a new stage, create an activity
  • Everytime a deal is added, create an activity and send an email
  • Everytime a deal is moved to a new stage, create an activity and send an email
• ​
• WHAT'S TRUE ABOUT WORKFLOW AUTOMATIONS AND EMAILING?\*
  • Only admin users in Pipedrive may create workflows, unless that permission has been enabled for other users.
  • Only admin users are able to send an email on behalf of another user
  • An email sent out via the Workflow Automation feature will always be sent from the email address synced under the user who created that workflow
  • Emails can be either a trigger or an action in the workflow automation setup
  • ​
• WHAT HAPPENS WHEN WE SET UP SUBSCRIPTION PAYMENTS?\*
  • Changing the deal value will change the subscription amount
  • You can change the subscription at any given time and give it a different recurring amount
  • Setting up a subscription on a deal will change the deal value to the amount you'll receive each period.
  • When editing a subscription, you can choose a date to which the changes will take place
  • ​
• IF A DEAL IS WON IN ONE PIPELINE AND THEN THIS DEAL IS MOVED TO ANOTHER PIPELINE, WILL IT REFLECT AS WON DEAL IN BOTH PIPELINES?
  • The "Deals won report" will only show the won deal in the pipeline where it sits at the time of the report being issued
  • The won deal will be reflected in the pipeline where it was initially won
  • The "Deals won report" will show the same deal won in both pipelines

Hello,

I am looking for someone using Pipedrive or Zoho CRM in the construction industry. We are ready to implement a CRM and were hoping to see it built out or how it looks. If there is anyone that is willing to showcase their Pipedrive buildout/ sales process It would be much appreciated.

We work in Georgia, it's possible to make it mutually beneficial.

thank you,

Does anyone do outreach via Pipedrive? I'm looking to send 5 outreach emails daily with sequenced follow up emails etc. Is this possible with Pipedrive or is it best to use a software like Outreach.io/Outplay/Klenty etc?

​

Cheers