Pipedrive Users' Tricks and Hacks

Pipedrive Users Tricks Hacks

Foreword: Some Pipedrive users like having extra cards up their sleeves, which is why they’ve come up with a bunch of Pipedrive tricks and hacks on their own. Since they’ve proven to be useful, we wanted to share these tips with everyone.

It’s worth noting that this post is a living and breathing document. It’s going to be updated regularly, if and when we receive cool and useful tricks, tips and hacks from our customers about Pipedrive’s use.

1. How to create a printable to-do list

If you like seeing a snapshot of all the activities you’ve got to do today, or are fond of good old paper to-do lists, we have a trick designed for you. A simple copy-paste method allows you to create printable to-do lists from your Pipedrive activities. The method also keeps the hyperlinks to the original activities, so you could easily access them with one click (in your spreadsheet, not on paper).

Steps to take:

  • Go to your Activities tab.
  • Select the person for whom you want to see the activities (yourself, for example).
  • Select and copy everything by clicking Ctrl+A and Ctrl+C.
  • Open an Excel spreadsheet and paste the data by clicking Ctrl+V.
  • Delete the rows and columns you want to get rid of.

This will give you a bird’s-eye view of:

  • All activities.
  • Their subject.
  • Due dates and duration.
  • A short description.
  • A link to Pipedrive for more details.

Now, you can either view all of your to-do’s as a list in Excel, or you can hit print to get a paper copy of all the things you need to do and be on your way.

Big thanks to Randy Jones for sending us the tip.

If using an Apple product, substitute the Ctrl key with the Cmd key.

2. How to sync and manage tasks among your calendar, task manager and Pipedrive:

Pipedrive has a good two-way sync with Google Calendar, which you can use for setting up an Outlook Calendar sync, as well as a tasks and activities sync with your task-manager app. In a way, this hack is about how you can sync Outlook Calendar with Pipedrive.

The customer who proposed the tip said:

“My needs revolved around two-way syncing and management of tasks and activities. I found that Sunrise Calendar two-way integrates directly with Google Calendar and Todoist [task manager]. Now I have a central place where I can see all my tasks AND calendar activities all in one view. It’s awesome! I can manage my Pipedrive activities right from there, and schedule around all my other items and tasks. No fancy zapping or API coding. Just a simple workaround.”

 

Steps to take for setting up the system and the Outlook sync:

  • GetGSyncit (for $19), which lets you sync your Outlook calendars, contacts, notes, and tasks with your Google account. It will push the Activities from Google Calendar over to your Exchange Calendar.
  • Set up Sunrise Calendar with your Google account.
  • Get theTodoist Outlook plugin, which will send tasks straight from Exchange to Sunrise Calendar, or simply sync Sunrise calendar with Todoist.

Now you have your Outlook Exchange Calendar, Google Calendar, Pipedrive Activities and tasks all in one clean view over at Sunrise Calendar, which conveniently allows for speedy two-way syncing. No fancy zapping or API coding, just clean syncing.

Big thanks to Alex Gray.

3. How to use keyboard shortcuts in Pipedrive, using Firefox:

If you like using keyboard shortcuts, and aren’t swayed by adding some pre-written code to your browser then this hack is designed just for you. Lee Turner came up with a nifty user script for Firefox users that allows you to move between different Pipedrive pages by using keyboard shortcuts.

What the keyboard shortcuts do:

  • alt+d – goes to Deals
  • alt+m – goes to Pipedrive Mailbox
  • alt+a – goes to Activities
  • alt+o – goes to Organizations
  • alt+p – goes to People
  • / (pressed forward slash) – on-page search function

Steps to take for setting up keyboard shortcuts:

  • Get the Greasemonkey add-on for Firefox
  • Restart Firefox
  • Copy the user script code from below.
  • Tools > Greasemonkey > New User Script
  • Use Script From Clipboard
  • Save

Voilá – you now have fully functional keyboard shortcuts that allow you to navigate Pipedrive faster than light.

---start user script---

// ==UserScript==
// @name Keyboard Shortcuts for Pipedrive
// @namespace com.subrideo.pipedrive
// @description Adds a number of useful keyboard shortcuts to pipedrive.com
// @include https://app.pipedrive.com/*
// @version 1
// @grant none
// ==/UserScript==
(function(){
document.addEventListener('keydown', function(e) {
// alt-d: goto deals
if (e.keyCode == 68 && !e.shiftKey && !e.ctrlKey && e.altKey && !e.metaKey) {
window.location = "https://app.pipedrive.com/pipeline";
}
// alt-m: goto mail (beta)
if (e.keyCode == 77 && !e.shiftKey && !e.ctrlKey && e.altKey && !e.metaKey) {
window.location = "https://app.pipedrive.com/mailbox";
}
// alt-a: goto activities
if (e.keyCode == 65 && !e.shiftKey && !e.ctrlKey && e.altKey && !e.metaKey) {
window.location = "https://app.pipedrive.com/activities";
}
// alt-p: goto people
if (e.keyCode == 80 && !e.shiftKey && !e.ctrlKey && e.altKey && !e.metaKey) {
window.location = "https://app.pipedrive.com/people";
}
// alt-o: goto organisations
if (e.keyCode == 79 && !e.shiftKey && !e.ctrlKey && e.altKey && !e.metaKey) {
window.location = "https://app.pipedrive.com/org";
}
// pressed forward slash for search - /
if (e.keyCode == 191 && !e.shiftKey && !e.ctrlKey && !e.altKey && !e.metaKey) {
e.preventDefault();
document.getElementsByName("needle")[0].focus();
}
}, false);
})(); 

---end user script--- 

Have a tip, hack or trick of your own? Let us know by posting it in the comments section below.

Pipedrive Users' Tricks and Hacks
Pipedrive Users' Tricks and Hacks