Common Pipedrive mistakes to avoid

[@OzzyWheeler]

TY I am just starting with Pipedrive. I am loving your videos.

[@minor-co]

Glad I could help 😀

[@LuchoLuisVides]

Just got Pipedrive today, this was very informative, thank you.

[@minor-co]

You're welcome 😀

[@GlennGoryl]

Excellent. Thank you.

[@minor-co]

Thanks Glenn!

[@PhilipWallage]

Hi Paul, been very much enjoying your videos. I was considering Hubspot but am going to get back into Pipedrive. Just as a friendly reminder, you're missing some timestamps. Have a good one!

[@minor-co]

Thanks for letting me know.

[@michaelstopperich8528]

Great video, Paul

[@minor-co]

Thanks Michael 😀

[@paolosbalzer4648]

Very well explained, thanks Paul 👍

[@minor-co]

Glad I could help Paolo

[@smx3084]

Thanks Paul. Top quality videos all around. Great info!

[@minor-co]

Thanks, glad I could help!

[@elliottgolden8137]

Thanks!

[@minor-co]

Thank you Elliot 🙏

[@NevilleGollan]

Great video Paul. In a similar vein to synching calendars. What is your recommendation with contacts. Preferably I’d like my contacts entered in PD to synch with Outlook but not from Outlook
to PD.

[@minor-co]

The contact sync isn't very good. In order to sync from Pipedrive to Google (which is what I use) I use an app called SyncPenguin

[@stanleyoaikhinan1002]

Thanks

[@minor-co]

You're welcome 😀

[@DrEarim]

Super clear videos, Really like how you share screen and yourself in the video - what software do you use to create that look in these videos?

[@minor-co]

Thanks, I use ScreenFlow. I have a video on it here: ruclips.net/video/sFDmcCBRUd4/видео.html

[@ambrosioarizu748]

Thanks for your videos, Paul. I do use meeting scheduler so I need to have 2 ways sync. My problem is not getting 100% of my Google Calendar events uploaded into Pipe Drive. Any idea what could be happening? Thanks for your help and regards

[@minor-co]

This is one of the limitations of the calendar sync which is why I'm not a fan. It only syncs with one calendar category.

[@SpeakerGregoryDwyer]

Looks like this CRM is easy to use.

[@minor-co]

It sure is 👍

[@jamiepurvis6137]

Paul I took your suggestion and set up the one way sync with my Google calendar however my Pipedrive is still pulling in all my appointments including my repeatable appts ( this ones don't give me an option to click done in Pipedrive), any suggestions?

[@minor-co]

Apart from just completely disconnecting everything and trying again, I'm not sure. You may need to contact Pipedrive support directly about this one.

[@andreaslakebrinkinfo850]

Thanks Paul for great explanations. I setup two-way sync with my Google calendar. E.g. I setup a zoomcall and invite by email a person from an organization. Result: The event is shown at my Pipedrive calendar, but it is not shown as an activity in the deal. I have to link the activity manually. - My mistake?

[@minor-co]

How did you set up the Zoom call? Did you create an activity, or send a booking link?

[@kerryanntpowell]

Paul if you have a meeting scheduled and the person missed it but we haven't rescheduled as of yet. Should I change the activity to now an email to reschedule or should I delete it and create a new activity?

[@minor-co]

You could do either. It doesn't really make a difference.

[@HIA305]

I just downloaded pipedrive, but the phone app looks completely different

[@minor-co]

This video was made a while ago so it may look different now.

[@chrismartin1993]

If we do 2 way sync - Is there an option to select which type of activities will or will not sync over to pipedrive. For example, Often when I get an invite to a zoom meeting I have the option to save the details to Google calendar. Therefore, I would eventually want it to sync from google calendar over to PD.

[@minor-co]

You can choose which calendar to sync. This is good if you use multiple calendars as you can choose only a certain type of appointment to appear in Pipedrive.

[@heinebunge6878]

Hi Paul. I'm not a Pipedrive user yet, but one thing I want to ask about from this video is about contact duplications. I have a few clients with multiple businesses, meaning that I may use the same contact for various companies. Would Pipedrive allow me to use the same contact over various companies and also provide those options correctly in the dropdown?

[@minor-co]

Assuming you manage the companies in the same Pipedrive account, yes you could create a deal for each company (when you're selling that companies service/product) and link the deal to the contact.

[@heinebunge6878]

@@minor-co Cool. Thanks for the feedback Paul