<div class="support-note success primary">Note: When taking a screenshot, please be sure to include as much detail as possible, particularly making sure the URL is visible at the top of the screen, the user logged in is visible in the top right corner of the screen, and if any filters are applied the filter menu is visible on applicable pages (on the Pipeline or List views for example). </div>
When working with Pipedrive, you may need to take a screenshot of a specific question or issue you have within the Pipedrive app.
In order to best serve you, we have provided information on how to take screenshots within the operating systems or apps that support Pipedrive. 
<div class="support-note success primary">Note: When sending your screenshot to our support team, please paste the image directly into the chat. This will save time for you, and allow our support team to view your screenshot immediately.</div>
<hr>
<h2 style="text-align: justify">
<a name="windows-desktop-operating-systems"></a> 1. Windows desktop operating systems</h2>
To take a screenshot on a Windows desktop operating system, press the Print Screen button on your keyboard.
The exact location of this button varies from keyboard to keyboard — and between PC and laptop — but it is usually quite easy to find and is often abbreviated as Print Scrn, Prnt Scrn, or Prt Scrn. With most PC keyboards it can be found on the top row of keys, in the row after F12.
Once you have pressed this button, open up the Paint program in Windows. This can be done by searching using the Find Program function or by browsing through your Programs list.
Once the Paint program has been opened, press CTRL+V to paste the screenshot within Paint.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot1.png" data-image="20830"></figure>
Once done, save this pasted screenshot to your computer.
To save, click the Save button under the File menu in the top left of the paint menu. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202.png" data-image="20831"></figure>
Once saved, you can attach the saved image to an email and send it over.
Alternatively, if your screenshot contains data you do not wish to share, you can crop the picture within the Paint program before sending it.
To do so, first click the Selection box from the menu at the top of the Paint program.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%20crop1.png" data-image="20832"></figure>
Once done, draw a box around what you would like to remain in the image, then clicking Crop from the same menu:
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%20crop3.png" data-image="20833"></figure>
This will remove everything from the image except the area you have selected.
Keep in mind that, in some cases, it is very useful for us to see the web address or URL when trying to help you solve certain issues. In those situations, we may ask that the screenshot include that information, to help us troubleshoot or diagnose issues. 
<hr>
<h2 style="text-align: justify">
<a name="mac-os-desktop-operating-systems"></a> 2. macOS desktop operating systems</h2>
In order to take a screenshot with a Mac, just press CMD+SHIFT+3.
Doing so will save a screenshot of your full screen to your desktop. From there, you can just attach that screen in an email and send it over!
Alternatively, if you have some data you do not wish to share with Pipedrive, you can take a screenshot of a specific area within your screen.
To highly a specific selection, press CMD+SHIFT+4 and draw a box around the information that you wish to save in your screenshot. 
Keep in mind that, in some cases, it is very useful for us to see the web address or URL when trying to help you solve certain issues. In those situations, we may ask that the screenshot include that information, to help us troubleshoot or diagnose issues. 
<hr>
<h2 style="text-align: justify">
<a name="i-os-mobile-operating-systems-i-pad-i-phone"></a> 3. iOS mobile operating systems (iPad/iPhone)</h2>
To take a screenshot with your iPhone, press both the Power button on the right side and the Volume Up button on the left at the same time. 
To take a screenshot with your iPad, press both the Power button (either at the top or on the side) and the Home button (the round button on the front) at the same time.
The screenshot will then be saved into your Photos gallery and is ready to attach to an email and send to us. You can find it under the 'All photos' folder. 
<hr>
<h2 style="text-align: justify">
<a name="android-mobile-operating-systems"></a> 4. Android mobile operating systems</h2>
With most Android devices, pressing the Power and Volume Down buttons together will take a screenshot of the contents of the screen.
The screenshot will then be saved into your Photos gallery, ready to be sent to us. The specific folder that the screenshot will be saved in will depend on the device you are using.
If you cannot find the picture — or if pressing Power and Volume Down doesn't take a screenshot — it may be best to search the internet for specific instructions for your phone model.

How can I take a screenshot?

windows-desktop-operating-systems

Windows desktop operating systems

mac-os-desktop-operating-systems

macOS desktop operating systems

i-os-mobile-operating-systems-i-pad-i-phone

iOS mobile operating systems (iPad/iPhone)

android-mobile-operating-systems

Android mobile operating systems

If you can't see the 'Talk to us' button in the help centre it's likely caused by the privacy settings in your browser. Some browsers, such as Firefox in Private Browsing Mode, have privacy modes, as well as some browser extensions such as uBlock, Ghostery, Adblock, and NoScript may prevent chat from loading.
This means you're not able to get in touch in the App, which means we can't give you the best support we can.
To access in-app chat, please either whitelist Pipedrive, or use a browser that doesn't have privacy mode enabled by default.
If you do this and are still unable to see the button in the gif below, please get in touch via email to <a href="https://support.pipedrive.commailto:support@pipedrive.com" target="_blank" data-type="zendeskArticle" data-language="en">support@pipedrive.com</a> explaining your issue and we'll do our best to get back to you as soon as possible!
If you can see the below button, <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">please follow these steps to get in touch.</a>
<h2><figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-10_at_3.34.41_PM-1.png" alt="Screen_Shot_2020-12-10_at_3.34.41_PM-1.png" data-image="nlq2ul9miyoc"></figure></h2>

<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-10_at_3.40.47_PM-1.png" alt="Screen_Shot_2020-12-10_at_3.40.47_PM-1.png" width="501" height="161" data-image="punczjnolxdf"></figure>

What if Pipedrive Support is not available in the app?

Contact Support

<a href="https://www.google.com/chrome/" target="_blank">Google Chrome</a>, <a href="https://www.mozilla.org/en-US/firefox/new/" target="_blank">Firefox</a> and <a href="https://www.microsoft.com/en-us/edge" target="_blank">Edge</a> will provide the best experiences when using Pipedrive. We recommend staying away from common default browsers, such as Internet Explorer and Safari, as they may cause performance issues. 
It's important to make sure your browser is on the latest version for optimal rendering. You can view the following documentation to learn how to update the recommended browsers:
<ul>
<li><a href="https://support.google.com/chrome/answer/95414?co=GENIE.Platform%3DDesktop&amp;hl=en" target="_blank">Google Chrome</a></li>
<li><a href="https://support.mozilla.org/en-US/kb/update-firefox-latest-release" target="_blank">Firefox</a></li><li><a href="https://support.microsoft.com/en-us/topic/microsoft-edge-update-settings-af8aaca2-1b69-4870-94fe-18822dbb7ef1" target="_blank">Edge</a></li>
</ul>

Which browser is best for Pipedrive?

If you are seeing general performance issues in your Pipedrive account, it may be a good idea to clear your browser’s cache and cookies as the first troubleshooting step. Here are guidelines on how to clear your cache and cookies for the major browsers that support Pipedrive.
<hr>
<h2>
<a name="if-you-use-google-chrome"></a> If you use Google Chrome
</h2>
In a Chrome window, click the three dot icon (More) in the top right corner. After you click this icon, go to More Tools &gt; Clear Browsing Data. <figure><img src="https://kb-cms.pipedriveassets.com/chrome2.png" alt="chrome2.png" width="600" height="473" data-image="erytz45mwnmn"></figure>
 In the window that appears, make sure that Cookies and other site data and Cached images and files are selected before hitting Clear data. <figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-08-19_at_5.44.40_PM.png" alt="Screen_Shot_2020-08-19_at_5.44.40_PM.png" width="507" height="476" data-image="ewo2ew60lbr5"></figure>
<hr>
<h2>
<a name="if-you-use-firefox"></a>If you use Firefox
</h2>
In a Firefox window, click on the bookshelf icon in the top right corner &gt; History. <figure><img src="https://kb-cms.pipedriveassets.com/ff.png" alt="ff.png" width="500" height="276" data-image="7jy24zy46sgd"></figure>

 You can then go to Clear Recent History, select Everything in the window that appears, and click Clear Now. Make sure that the options under History are all selected. <figure><img src="https://kb-cms.pipedriveassets.com/ff3.png" alt="ff3.png" width="500" height="347" data-image="0hu42wm2g8gm"></figure>
 <figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-08-19_at_5.49.17_PM.png" alt="Screen_Shot_2020-08-19_at_5.49.17_PM.png" width="399" height="418" data-image="nvl4hdz9ols1"></figure>
<hr>
<h2>
<a name="if-you-use-safari"></a>If you use Safari 
</h2>
In a Safari window, click Safari in the menu bar and go to Preferences. 
<figure><img src="https://kb-cms.pipedriveassets.com/safari1.png" alt="safari1.png" width="299" height="303" data-image="gstzm7x92r5w"></figure>

 In the window that appears, switch to the Privacy tab, and click on Manage Website Data. <figure><img src="https://kb-cms.pipedriveassets.com/safari2.png" alt="safari2.png" width="600" height="165" data-image="3lg428sl96wy"></figure>

 You can then click on the Remove All button in the window that appears, and click Remove Now to confirm. <figure><img src="https://kb-cms.pipedriveassets.com/safari3.png" alt="safari3.png" width="601" height="405" data-image="f8rzvditxeve"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/safari4.png" alt="safari4.png" width="399" height="148" data-image="i3ig3p0ipc2m"></figure>
<hr>
<h2>
<a name="if-you-use-internet-explorer"></a>If you use Internet Explorer
</h2>
In an Internet Explorer window, click on the gear icon in the top right corner and go to Safety &gt; Delete browsing history. <figure><img src="https://kb-cms.pipedriveassets.com/ie.png" alt="ie.png" width="600" height="307" data-image="c0x27623c7r5"></figure>

 In the window that appears, make sure Preserve Favorites website data is unselected, and select Temporary Internet files and website files and Cookies and website data. You can then hit Delete to confirm. <figure><img src="https://kb-cms.pipedriveassets.com/ie2.png" alt="ie2.png" width="400" height="559" data-image="0kytfu5oaxnu"></figure>
<hr>
<h2>
<a name="if-you-use-microsoft-edge"></a>If you use Microsoft Edge:
</h2>
In a Microsoft Edge window, click on the more icon (...). After this is selected, click on the History tab &gt; Clear Browsing Data. 
<figure><img src="https://kb-cms.pipedriveassets.com/edge.png" alt="edge.png" width="500" height="524" data-image="jeijy7tsp47g"></figure>

 In the window that appears, select the Cookies and saved website data and Cached data and files options. You can then click the Clear Now button to confirm. <figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-19_at_15.29.15.png" alt="Screenshot_2020-10-19_at_15.29.15.png" width="401" height="423" data-image="j7dnc540ex0d"></figure>

How do I clear my browser's cache and cookies?

if-you-use-google-chrome

If you use Google Chrome

if-you-use-firefox

If you use Firefox

if-you-use-safari

If you use Safari

if-you-use-internet-explorer

If you use Internet Explorer

if-you-use-microsoft-edge

If you use Microsoft Edge:

When working with Pipedrive support, you may be asked for <a href="https://support.pipedrive.com/en/article/how-can-i-take-a-screenshot" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">screenshots</a> of your browser console and network information for future troubleshooting. We have provided some information on how to retrieve the correct information necessary to facilitate this process. 
<div class="support-note success primary">Note: In order for our team to troubleshoot effectively, please make sure that the screenshot is of the full page, and that all error messages are displayed.
</div>
<hr>
<h2>Browser Console Information <a name="browser-console-information"></a></h2>
The browser console will provide information on any webpage errors that may not have been seen on the Pipedrive end. To open up the browser console on most browsers you can:
<ul>
<li>Right-click your mouse</li>
<li>Click on Inspect/Inspect Element
</li>
<li>Click on Console
</li>
</ul>
When taking the screenshot of the browser console, make sure to include any error messages you see.
<div class="support-note primary">
Note: Please make sure that the Console tab is selected when taking the screenshot.
</div>
<figure><img src="https://kb-cms.pipedriveassets.com/consol2.png" alt="consol2.png" width="698" height="315" data-image="85w732mueag6"></figure>
For additional information on how to open your browser console, click <a href="https://documentation.concrete5.org/tutorials/how-open-browser-console-view-errors" target="_blank">here</a>. 
<hr>
<h2>Browser Network Information <a name="browser-network-information"></a></h2>
The browser network information will provide essential information on any internet connection issues that may be causing the errors.
To open up your network tab on most browsers you can:
<ul>
<li>Right-click your mouse</li>
<li>Click on Inspect/Inspect Element
</li>
<li>Click on Network
</li>
</ul>
After switching to the Network tab, reload the page to record the Network activity in the Network log before taking the screenshot.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-04-16_at_15.33.33.png" alt="Screenshot_2020-04-16_at_15.33.33.png" width="698" height="315" data-image="qa4s2vnsvk9k"></figure>
When taking a screenshot of the browser network tab, please make sure to capture any errors that you may see.

How do I open my browser console?

browser-console-information

Browser Console Information

browser-network-information

Browser Network Information

Browser

When using Pipedrive’s <a href="https://app.pipedrive.com/leads/messaging" title="https://app.pipedrive.com/leads/messaging" data-renderer-mark="true">Messaging inbox</a>, you may run into technical issues such as not receiving desktop notifications as expected. We have gathered the most common reasons for these issues and some tips to fix them.
<hr>
<h2 style="text-align: justify">Pipedrive issues<a name="pipedrive-issues"></a></h2>
If you notice that you are not receiving notifications on your Pipedrive browser, it could be one of the following reasons:
<ul><li>You are working in a Messaging inbox conversation– If you have the Pipedrive web app open and are working directly in the Messaging inbox window, no desktop notifications will appear for that specific conversation. This means that when you have the Messaging inbox window open, you will only see desktop notifications from different conversations that you are not currently focused on.</li><li>You have your desktop notifications switched off– In order to receive desktop notifications from Messaging inbox, you will need to make sure that you have Desktop notifications enabled. To check your Messaging notifications settings click on the Bell icon in the Messaging inbox.</li></ul>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-05-02%20at%2018.12.26.png" data-image="30708"></figure>
<hr>
<h2 style="text-align: justify">Browser settings<a name="browser-settings"></a></h2>
The most common issues with desktop notifications are caused by your browser settings.
Here are some of the most common browser issues:
<ul><li>Browser not running– For most browsers, the browser application needs to run for a notification to appear. It is not necessary for the Pipedrive tab to be open for notifications to appear, but the browser needs to be open.</li><li>The browser does not support notifications– Some browsers may not support notifications. We suggest using Google Chrome or Firefox, as both of these browsers support desktop notifications.</li><li>Notifications are disabled in the browser– In order for some browsers to show desktop notifications, you will need to enable notifications.</li><li>Desktop notifications are not enabled in Messaging inbox– You need to enable desktop Messaging inbox notifications for your Pipedrive company first.</li></ul>
How can I enable desktop notifications on my browser?
<ul><li>For Mac:</li></ul>
Go to System preferences &gt; Notifications &gt; Google Chrome (or your browser) &gt; Allow Notifications.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/mac%20notifications%201.png" data-image="31208"></figure>
<ul><li>For Windows:</li></ul>
Go to Settings &gt; System &gt; Notifications &amp; actions &gt; Under Get notifications from these senders select Google Chrome (or your browser).
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/windows%20notifications.png" data-image="31207"></figure>
 How can I enable desktop notifications for my Pipedrive company?
The easiest way to enable desktop notifications for your Pipedrive company account is to click on Allow desktop notifications from your Messaging notification settings window.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/allow%20notifs.png" data-image="31435"></figure>
Then, on the browser's confirmation modal window click Allow.
<hr>
<h2 style="text-align: justify">Other solutions <a name="other-solutions"></a></h2>
Computer “Do not disturb” setting enabled
Most systems have a "Do not disturb" setting that will prevent you from receiving notifications when enabled. Desktop notifications will not appear if your computer is set to not be disturbed.
<ul><li>For Mac:</li></ul>
This can be changed in the Notifications section under your System Preferences. You can learn how to use the "Do not disturb" feature <a href="https://support.apple.com/en-gb/HT204079" title="https://support.apple.com/en-gb/HT204079" data-renderer-mark="true">in this article</a>.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/do%20not%20disturb.png" data-image="31425"></figure>
<ul><li>For Windows 10:</li></ul>
This feature is called Focus assist. It is located in the panel on the right-hand side of your screen, and can also be accessed through your Settings. You can learn how to use Focus assist <a href="https://support.microsoft.com/en-us/help/4026996/windows-10-turn-focus-assist-on-or-off" title="https://support.microsoft.com/en-us/help/4026996/windows-10-turn-focus-assist-on-or-off" data-renderer-mark="true">in this article.</a>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-08-28_at_16.46.54%20copy.png" data-image="31427"></figure>
<hr>
<h2 style="text-align: justify">Reset your Notifications <a name="reset-your-notifications"></a></h2>
If the tips above did not fix the technical issues with your notifications, you should reset them.
To do so:
<ul><li>Block notifications for [yourcompany].pipedrive.com domain</li><li><a href="https://support.pipedrive.com/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank">Clear your browser's cache and cookies</a>.</li><li>Allow notifications again.</li><li>Clear your browser's cache and cookies again. </li></ul>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Notifications_setting%20(1)%20copy.png" data-image="31437"></figure>
Or:
<ul><li>Click on Reset permission.</li><li><a href="https://support.pipedrive.com/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank">Clear your browser's cache and cookies</a>.</li></ul>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-05-10%20at%2016.56.24.png" data-image="31436"></figure>
Once this is done, a new notification request will be created and the old one will be removed, and any issues connected to possible wrong requests should be resolved. 
If the problems persist after all of the above, try another browser. This way we can determine if it is a browser-specific issue.

If after the steps above the issues persist, <a href="https://support.pipedrive.com/contact-us" title="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" data-renderer-mark="true" target="_blank">contact our support team</a>.

Troubleshooting: Messaging inbox (BETA)

pipedrive-issues

Pipedrive issues

browser-settings

Browser settings

other-solutions

reset-your-notifications

Reset your Notifications

<div class="support-note success primary">Note: This feature is only available to Advanced, Professional, and Enterprise plan users. </div>
<h2 style="text-align: justify">Where is the item my automation created? </h2>
If you are using an automation create data like Deals, Contacts, or Activities, you might run into a situation where an item is created but you are unable to see it. If you cannot find it, there are two great places to check.
<ul><li>First, check your List View, filter for "Everyone," then sort by "Add time/Deal Created/Person Created." This will show you the most recently created item in that respective list view, where you can verify whether the item in question was indeed created: </li></ul>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-04-05%20at%2012.30.37%20PM.png" data-image="30253"></figure>
<ul></ul>
<ul><li>If you are able to find the item in the List view, but not in the Deal/Contact/Activity used to create it, this may be due to your automation conditions. Specifically, you would need to make sure the "Linked" item box is checked: </li></ul>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Link%20to%20Deal%20gif.gif" data-image="30251"></figure>
<hr>
<h2 style="text-align: justify">Is it possible to create automations using Rotting time? </h2>
Currently a Deal’s rotting time cannot be used in conjunction with automations, however a workaround for this is to create reminder Activity with due dates to match your <a href="https://support.pipedrive.com/article/the-rotting-feature">Rotting times</a>.
That way, when the Activity comes due, it will be in line with the Deal rotting, and the Activity can be updated to trigger an automation, representing the Deal’s rotting time. 
<hr>
<h2 style="text-align: justify">Can I create an Activity sequence through Automations? </h2>
Yes you can! To do so, start by creating an initial automation, which will create the first Activity in your sequence. An example of this would: 
Deal Created &gt; Deal Creator is Me &gt; Create Activity
Once you have created the first automation in your sequence, you'll need to create the followups. To do this, you will need the following automation: 
Activity Updated &gt; Activity Status has changed to Done &gt; Create Activity
This will make it so, once the Activity created in the first automation is marked done, the second Activity in the sequence will be created. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Automaton%20sequence%20gif.gif" data-image="30250"></figure>
<hr>
<h2 style="text-align: justify">Do items created through API or imports trigger automations?</h2>
If an item is created outside of your Pipedrive account, by such means as third party WebForms, API requests, or spreadsheet imports, our automation tool will not recognize these inputs, and therefore they will not trigger local automations. However actions performed through <a href="https://support.pipedrive.com/article/zapier-what-it-is-and-how-to-use-it" target="_blank">Zapier</a> can be used to trigger automations within Pipedrive. 
<hr>
<h2 style="text-align: justify">Can I add Products to my Deals using Automations? </h2>
Yes! Within the available Deal actions in the automation tool, there is an option to add Products to a Deal. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/add%20products%20gif.gif" data-image="30252"></figure>
This allows you to add one type of product at a time (although you can decide the quantity and price in the automation screen.) And if you want to add multiple products using an Automation, simply add additional Action steps for each Product you want to add.
<hr>
<h2 style="text-align: justify">Can an automation be triggered by sending or receiving an email?</h2>
As of now, there are no triggers in the automation tool that recognize emails being sent, received, or linked to an item.
While there are conditions like Email messages count that can be used, that is a passive condition, meaning an additional action would be necessary, so the email count changing in and of itself cannot trigger the automation. 
<hr>
<h2 style="text-align: justify">Can integrations be used in conjunction with the automation tool? </h2>
Several of the services we offer integrations with can be used within the automation tool. These include: 
<ul><li dir="ltr"><a href="https://support.pipedrive.com/article/workflow-automation-slack-notifications" target="_blank">Slack</a></li><li dir="ltr"><a href="https://support.pipedrive.com/article/pipedrive-integration-asana">Asana</a></li><li dir="ltr"><a href="https://support.pipedrive.com/article/pipedrive-integration-microsoft-teams">Microsoft Teams</a></li><li dir="ltr"><a href="https://support.pipedrive.com/article/pipedrive-integration-trello">Trello</a></li></ul>
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-03-21%20at%201.36.26%20PM.png" data-image="29968"></figure>
For each of these integrations, going through the installation process will be necessary before the automated functions can be used. If the integration is not installed, the action in the automation tool will appear gray, and clicking on it will not be possible. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-03-21%20at%201.38.57%20PM.png" data-image="29969"></figure>
However, once the integration is installed, the action will be available to use.
<hr>
<h2 style="text-align: justify">Can the Projects feature be used within the Automation tool?</h2>
Yes it can! If you have the Projects feature enabled, and you've gone through the set up process, you will have access to two different actions for Projects via Automation, Create project and Update project fields.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-05-02%20at%209.04.58%20AM.png" data-image="30675"></figure>
<div class="support-note success primary">Note: Custom Project fields can also be updated via the automated action. While Projects can be used in automated actions, currently they cannot be used as an automation trigger. </div>

Workflow Automation FAQ

When using the <a href="https://support.pipedrive.com/article/pipedrive-integration-whatsapp-by-twilio" target="_blank">WhatsApp by Twilio integration</a>, you may run into some issues that may prevent you from having a seamless conversation with your customers. We’ve provided a few troubleshooting tips in this article in case you run into any technical issues while using the WhatsApp by Twilio integration.
<hr>
<h2>Installation process warnings<a name="installation-process-warnings"></a></h2>
You tried to integrate the WhatsApp by Twilio app to your company account but got an error notification at the end of the installation flow.
Reason 1 
Your account was already connected to another Pipedrive account by yourself or another Pipedrive user. The app restricts a single installation for each Twilio's Account SID. One Twilio instance could be connected to only one Pipedrive company. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/account%20in%20use%201.png" data-image="30644"></figure>
How to fix:
Ask the Admin who installed the integration to:
<ol><li>Change the app visibility setting to Shared. To do so, the admin needs to go to Tools and apps &gt; <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> and change the visibility from Private to Shared.</li><li>Uninstall the WhatsApp app from the company account and try to connect WhatsApp by Twilio again. Learn how to uninstall the integration in<a href="https://support.pipedrive.com/article/pipedrive-integration-whatsapp-by-twilio" target="_blank"> this article</a>.</li></ol>
Reason 2
Wrong Twilio credentials were entered 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/credentials%20failed%201.png" data-image="30645"></figure>
How to fix:
Watch the following video to learn how to obtain your Twilio SID and Auth Token.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/MtonnVDF3MH9pmmjjchQ2t.jpg" data-uuid="MtonnVDF3MH9pmmjjchQ2t" data-v="4" data-type="inline" data-image="o082ww930oik"></figure>
<div class="support-note success primary">Note: Some users could have multiple accounts. Make sure you enter the credentials from the account that is connected to WhatsApp by Twilio.</div>
Reason 3
This happens in a very specific situation, where you started the installation and lost the account settings rights between the steps.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/9be86b05-d0f4-4908-a030-f11b75ce97aa.png" data-image="30583"></figure>
How to fix:
Ask a user with account settings access to complete the installation process for you.
<hr>
<h2>WhatsApp by Twilio integration was not completed successfully<a name="whats-app-by-twilio-integration-was-not-completed-successfully"></a></h2>
A yellow banner could be displayed in your <a href="https://app.pipedrive.com/settings/messaging" target="_blank">Messaging Settings</a> page. The installation is only completed when the app adds a channel to Pipedrive's Channels API, which only happens for this app after you go through the form successfully.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/incomplete%20installation%201.png" data-image="30589"></figure>
This could appear at the top of the <a href="https://app.pipedrive.com/leads/messaging" target="_blank">Messaging inbox</a>. You would need to complete the installation to use the integration. Clicking the link will take you back to the <a href="https://app.pipedrive.com/settings/messaging" target="_blank">Messaging Settings</a> page, where you can read the instructions and complete the form.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/incomplete%20installation%202.png" data-image="30592"></figure>
<hr>
<h2>A specific conversation from WhatsApp is not appearing in your Pipedrive Messaging inbox<a name="a-specific-conversation-from-whats-app-is-not-appearing-in-your-pipedrive-messaging-inbox"></a></h2>
<ul><li>Reason 1: Invalid number of participants</li></ul>
Twilio supports artificially adding any participants to a WhatsApp for Business conversation, which is non-standard and not supported by Pipedrive Channels API and Messaging inbox. Our API only supports conversations with a single source user and at least one end user.
<ul><li>Reason 2: The installation owner deleted the conversation</li></ul>
The installation owner can delete conversations in the <a href="https://app.pipedrive.com/leads/messaging" target="_blank">Messaging inbox</a>, making them unavailable. When the contact reaches out again to your WhatsApp business account, the conversation will be visible again.
<ul><li>Reason 3: It was deleted in Twilio before it was fetched by the Pipedrive Channels API</li></ul>
Twilio API can be accessed by multiple apps as long as they use the same Account SID. This means something else could have deleted a conversation on Twilio's side, without deleting it from the WhatsApp API.
<hr>
<div class="support-note success primary">Note: If you are still having issues with your integration, visit our <a href="https://support.pipedrive.com/article/whatsapp-by-twilio-integration-faq" target="_blank">WhatsApp by Twilio Integration FAQ</a> or reach out to our support team <a href="https://support.pipedrive.com/en/contact-us">in this page</a>. </div>

Troubleshooting: WhatsApp by Twilio Integration

installation-process-warnings

Installation process warnings

whats-app-by-twilio-integration-was-not-completed-successfully

WhatsApp by Twilio integration was not completed successfully

a-specific-conversation-from-whats-app-is-not-appearing-in-your-pipedrive-messaging-inbox

A specific conversation from WhatsApp is not appearing in your Pipedrive Messaging inbox

When using the <a href="https://support.pipedrive.com/article/pipedrive-integration-facebook-messenger" target="_blank">Facebook Messenger integration</a>, you may run into some issues that may prevent you from having a seamless conversation with your customers. We’ve provided a few troubleshooting tips in this article in case you run into any technical issues while using the Facebook Messenger integration. 
<hr>
<h2 style="text-align: justify">The Facebook Messenger integration was not completed successfully<a name="the-facebook-messenger-integration-was-not-completed-successfully"></a></h2>
You tried to integrate the Facebook Messenger app into your Pipedrive company account but got an error message at the end of the installation flow. 
Someone else connected the Facebook page
The Facebook page you tried to connect to the company account was already connected to Pipedrive in Private mode by another Admin user.
<figure><img src="https://kb-cms.pipedriveassets.com/e24e25b1-bdc1-4001-8a43-7f0e20e8fef2.png" data-image="27517"></figure>
Only one Facebook Messenger integration is allowed per Pipedrive company account, and the same Facebook page could be integrated into Pipedrive only once. 
How to fix:
Ask the Admin who installed the integration to:
<ol><li>Change the app visibility setting to Shared. To do so, the admin needs to go to Tools and apps &gt; <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> and change the visibility from Private to Shared.</li><li>Uninstall the Facebook Messenger app from the company account and try to connect to the Facebook page again. Learn how to uninstall the integration in <a href="https://support.pipedrive.com/article/pipedrive-integration-facebook-messenger" target="_blank">this article</a>.</li></ol>
I cannot connect my Facebook page to a new company account
A Facebook page can only be connected to one Pipedrive company account. If the Facebook page was already connected to a company account, it will not be possible to connect the same Facebook page again to a new one. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.19.59.png" data-image="27537"></figure>
How to fix: 
<ul><li>Uninstall the Facebook page from the Pipedrive company page that has it installed. If you don't have access to that company account, ask another admin to disconnect the Facebook page.</li></ul>
Or
<ul><li>Uninstall the Pipedrive Messenger app from the Facebook settings page. Once the Pipedrive Messenger app from Facebook is disconnected, try connecting it within Pipedrive again.</li></ul>
Missing permissions 
During the installation flow, you will need to allow all the permissions to the Facebook Messenger app. If you don't accept all of them, you will see the following error message:
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.19.32.png" data-image="27539"></figure>
How to fix:
<ul><li>Go through the integration flow again, click the Connect green button in the <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> settings page and allow all the requested permissions.</li></ul>
Something went wrong
It could happen that you see a Something went wrong message. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.16.47.png" data-image="27541"></figure>
How to fix:
<ol><li>Confirm if the Facebook Messenger app was already installed in Pipedrive by checking the Facebook page settings. Note that only Facebook page admin users have access to that page.<ol><li>If the app was not installed, try connecting it again later in Pipedrive. If the error persists, <a href="https://support.pipedrive.com/contact-us" target="_blank">reach out to our Support team</a>. </li><li>If the app was installed by another Facebook page admin, contact them and ask:<ol><li>To uninstall the app from Pipedrive. OR</li><li>To grant you admin rights for the Facebook page.</li></ol></li></ol></li><li>Try connecting Messenger app to your Pipedrive account later. If the error persists, <a href="https://support.pipedrive.com/contact-us">reach out to our Support team</a>.</li></ol>
<hr>
<h2 style="text-align: justify">I am not able to send messages from Messaging Inbox<a name="i-am-not-able-to-send-messages-from-messaging-inbox"></a></h2>
You have your Messaging inbox with an active Facebook Messenger integration but found out that you are not able to send any messages to your customers. Here you will find some reasons why you are not able to send messages: 
A Facebook user blocked your page
Facebook users have the option to block or mute a conversation with a business at any time. In that case, your Business will not be able to reach out to that user and send them any messages.
Within the Messaging inbox, it will look like you send a message and it is not delivered successfully. Unfortunately, Facebook does not provide us with API and details regarding this situation. 
You can learn more about blocking Facebook Business pages in <a href="https://www.facebook.com/help/messenger-app/3115643275145823">their Help Center</a>. 
Your page was blocked by Facebook due to the Messenger policies violation.
 You can check the block reason on your Facebook Page Settings &gt; Page Support Inbox section and send Facebook an <a href="https://www.facebook.com/support?tab_type=APPEALS" title="https://www.facebook.com/support?tab_type=APPEALS" data-renderer-mark="true">appellation request</a>. 
You are trying to reply to a user seven days after they contacted your business.
Facebook Messenger for Business has a 24-hour messaging reply window. When a contact sends a message through the Facebook channel, you have 24 hours to reply to them. The Pipedrive integration extends this period for seven days, meaning that you have seven days to reply to your customers from Pipedrive's Messaging Inbox. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2013.11.58.png" data-image="27549" width="450"></figure>
If you exceed this reply time, the chat window will be blocked and you will no longer be able to reply from Pipedrive. Instead, you will need to reply directly from Facebook Messenger unless your customer sends you a new message; then, you will have seven days more to reply from Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/reply%20time.png" data-image="27550"></figure>
You have a problem with the internet connection 
In that case, your messages will not be delivered. To fix the problem, check your internet connection and try sending messages later. 
<div class="support-note success primary">Note: If you are still having issues with your Facebook Messenger integration, visit our <a href="https://support.pipedrive.com/article/facebook-messenger-integration-faq" target="_blank">Facebook Messenger FAQ</a> or reach out to our support team <a href="https://support.pipedrive.com/en/contact-us">in this page</a>.</div>

Troubleshooting: Facebook Messenger integration

the-facebook-messenger-integration-was-not-completed-successfully

The Facebook Messenger integration was not completed successfully

i-am-not-able-to-send-messages-from-messaging-inbox

I am not able to send messages from Messaging Inbox

Let's say that instead of working with Deals you'd prefer to be working with Projects. While terms like Deals and People can't be natively replaced in Pipedrive, there is a free third-party workaround that may accomplish what you seek. 
Try downloading a plugin called <a href="https://chrome.google.com/webstore/detail/word-replacer-ii/djakfbefalbkkdgnhkkdiihelkjdpbfh" target="_blank">World Replacer II</a> for the Google Chrome browser. Here is how to set it up:<a href="http://screencast.com/t/9AGeliqWUlO" target="_blank"> </a>

<figure><img src="https://kb-cms.pipedriveassets.com/00000283.png" data-image="20837"></figure>

Can I replace the Pipedrive terms (such as deal or contact person) into something else?

When using the <a href="https://support.pipedrive.com/en/article/email-sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">Email Sync</a> feature in Pipedrive, you may run into some technical issues. It's recommended that you ensure your Email Sync is active before following the steps outlined in this article.
<hr>
<h2>
<a name="if-you-are-unable-to-authenticate-your-email-sync"></a>If you are unable to authenticate your email sync</h2>
<h2><figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_12.07.59.png" alt="Screenshot_2020-09-01_at_12.07.59.png" data-image="ujel48h48n6a"></figure></h2>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_12.09.04.png" alt="Screenshot_2020-09-01_at_12.09.04.png" data-image="ic6rxt93y25w"></figure>
<ul>
<li>Disconnect and reconnect your Email Sync. To do this, go to Personal preferences &gt; <a href="https://app.pipedrive.com/settings/email-sync">Email sync</a>, and click the Stop Syncing button. When reconnecting, click on Add new account rather than Reconnect. This will require you to re-enter your email account credentials, and therefore re-authenticate your email connection. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.25.25_PM.png" alt="Screen_Shot_2019-05-20_at_4.25.25_PM.png" width="404" height="51" data-image="5ogvgmcnjo2o"></li>
</ul>
<hr>
<h2>
<a name="if-you-are-unable-to-send-out-emails-from-pipedrive"></a>If you are unable to send out emails from Pipedrive</h2>
<figure><img src="https://kb-cms.pipedriveassets.com/_cantsendemsils.png" alt="_cantsendemsils.png" width="400" height="151" data-image="oscf0j0jki9p"></figure>
<ul>
<li>Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>.
</li>
<li>
Disconnect and reconnect your Email Sync. To do this, go to Personal preferences &gt; <a href="https://app.pipedrive.com/settings/email-sync">Email sync</a>, and click the Stop Syncing button. When reconnecting, click on Add new account rather than Reconnect. This will require you to re-enter your email account credentials, and therefore re-authenticate your email connection. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.25.25_PM.png" alt="Screen_Shot_2019-05-20_at_4.25.25_PM.png" width="404" height="51" data-image="l7ebomqsnfh8"> 
</li>
</ul>
<hr>
<h2>
<a name="if-emails-are-not-populating-in-your-pipedrive-inbox-sent-section-from-your-email-client"></a>If emails are not populating in your Pipedrive inbox/sent section from your email client</h2>
<ul>
<li>
Check for any filters. In your Inbox or Sent folder, check to see if you have any filters applied that could prevent you from seeing your synced emails. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-03-04%20at%2012.53.21.png" data-image="12569" alt="Email filter"> 
</li>
<li>
Check the Labels setting of your email integration. Only the emails under the labels selected here will sync with your Pipedrive account. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.42.09_PM.png" alt="Screen_Shot_2019-05-20_at_4.42.09_PM.png" width="400" height="143" data-image="349a8h1f2jfr"> 
</li>
<li>
Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>. 
</li>
<li>Try a different browser. This will rule out browser-related issues that could be causing syncing problems. To learn which browsers work best with Pipedrive, click <a href="https://support.pipedrive.com/en/article/which-browser-is-best-for-pipedrive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000577109">here</a>.</li>
<li>Disconnect and reconnect your Email Sync. To do this, go to Personal preferences &gt; <a href="https://app.pipedrive.com/settings/email-sync">Email sync</a>, and click the Stop Syncing button. When reconnecting, click on Add new account rather than Reconnect. This will require you to re-enter your email account credentials, and therefore re-authenticate your email connection. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.25.25_PM.png" alt="Screen_Shot_2019-05-20_at_4.25.25_PM.png" width="404" height="51" data-image="mlsqm1txbbxk"> </li>
</ul>
<hr>
<h2>
<a name="if-emails-are-not-showing-up-in-the-detail-view-of-your-deals"></a>If emails are not showing up in the Detail View of your deals</h2>
<ul>
<li>
Check to see if the email threads are linked to deals/contacts from your Pipedrive Inbox/Sent box. To see if the email threads are linked to deals, you can open up a thread and look on the top right corner. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-16_at_5.31.42_PM.png" alt="Screen_Shot_2019-05-16_at_5.31.42_PM.png" width="300" height="169" data-image="gea3wk94hmdl"> 
</li>
<li>Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/hc/en/articles/360001590258" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>.</li>
</ul>
 If you are still having issues sending out emails, reach out to Pipedrive support for further information by following this link <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. If there are any ongoing technical issues that may be affecting the status of the Email Sync feature, it will be posted on the <a href="https://status.pipedrive.com/" target="_blank">Pipedrive status page</a>.

Troubleshooting: Email Sync feature

if-you-are-unable-to-authenticate-your-email-sync

If you are unable to authenticate your email sync

if-you-are-unable-to-send-out-emails-from-pipedrive

If you are unable to send out emails from Pipedrive

if-emails-are-not-populating-in-your-pipedrive-inbox-sent-section-from-your-email-client

If emails are not populating in your Pipedrive inbox/sent section from your email client

if-emails-are-not-showing-up-in-the-detail-view-of-your-deals

If emails are not showing up in the Detail View of your deals

When using the Calendar Sync feature in Pipedrive, you may run into some technical issues. It's recommended that you ensure your Calendar Sync feature is active before following the steps outlined in this article. 
<hr>
<h2>
<a name="if-activities-are-not-showing-up"></a>If activities are not showing up</h2>
<ul>
<li> Check for any filters. In the List View under your Activities tab, check to see if there are any filters applied. To clear out any existing filters, switch over to Owners &gt; Everyone under the filters button in the top right corner. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_3.35.25_PM.png" alt="Screen_Shot_2019-05-20_at_3.35.25_PM.png" width="504" height="78" data-image="abq1x7zmt1sp"> To clear out any activity type filters, click on ALL in the top left corner. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_3.16.49_PM.png" alt="Screen_Shot_2019-05-17_at_3.16.49_PM.png" width="502" height="69" data-image="e8ud35ut8bw8"> </li>
<li>Create a test activity in your third-party calendar provider and see if shows up in Pipedrive, and vice versa. Only new and updated activities will be synced over by the Calendar Sync feature, meaning any activities created before the sync has been initiated will not be synced over. </li>
<li>
Check the settings of your Calendar Sync. To do this you can go to Personal preferences &gt; <a href="/settings/calendar-sync">Calendar sync</a>. It is recommended to confirm that the correct calendar, sync type, and synced activity types are selected so that the correct information is transferred over to and from your third-party calendar provider.<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.50.28.png" data-image="27613"> 
</li>
<li>Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>. </li>
<li>Disconnect and reconnect your Calendar Sync. To do this, go to Personal preferences &gt; <a href="/settings/calendar-sync">Calendar Sync</a>, and click on the Stop syncing button. When reconnecting, click on Add New Account rather than Reconnect. This will require you to re-enter the credentials of your account and therefore reauthenticate your connection. You will then be given the window to set up your calendar sync with your preferred settings. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_4.25.25_PM.png" alt="Screen_Shot_2019-05-20_at_4.25.25_PM.png" width="404" height="51" data-image="l0ndux0acaup">
</li>
</ul>
<h2>
 <a name="if-your-calendar-sync-is-only-syncing-one-way"></a> If your Calendar Sync is only syncing one-way</h2>
<ul>
<li>Check the settings of your Calendar Sync. To do this, go to Personal preferences &gt; <a href="/settings/calendar-sync">Calendar Sync</a><a href="/settings/calendar-sync">,</a> and check the sync direction under Select sync type. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_5.22.10_PM.png" alt="Screen_Shot_2019-05-20_at_5.22.10_PM.png" width="399" height="151" data-image="lu0hjuqe0xay"> 
</li>
</ul>
<hr>
<h2>

 <a name="if-activities-are-being-duplicated"></a> If activities are being duplicated</h2>
<ul>
<li>
If duplicates are being created for all activities synced over from your third-party calendar provider, disconnect your calendar sync by going to Tools and apps &gt; <a href="/settings/calendar-sync">Calendar Sync</a>, clicking on the Stop sync button, and reach out to support by following the instructions <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. </li>
</ul>
 If you are still having issues with your calendar sync, reach out to Pipedrive support for further by following this link <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. Any ongoing incidents will be posted on the Pipedrive status page, which you can find <a href="https://status.pipedrive.com/" target="_blank">here</a>. 
<hr>
<h2>
<a name="C4IamCs"></a>Issues fetching your calendars 
<a name="issues-fetching-your-calendars"></a></h2>
If you use Microsoft Exchange for your calendar sync and also have the 2FA feature enabled, you could run into this error while trying to set up our calendar sync. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-31%20at%2011.07.29.png" data-image="21602" alt="calendar sync error"></figure>
To fix this problem, you will need to generate an app password specifically for the calendar sync in Pipedrive. Login to your Microsoft account, and go to Security &gt; Advanced Security Options.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-31%20at%2011.49.43.png" data-image="21603" alt="microsoft advanced security options"></figure>
Select Create a new app password. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-31%20at%2011.49.25.png" data-image="21604" alt="microsoft app passwords"></figure>
Copy the generated app password into the 'Add account' section in Pipedrive's calendar sync settings page. 
<figure><img src="https://kb-cms.pipedriveassets.com/Markup%202021-05-31%20at%2011.50.46.png" data-image="21605" alt="generate app password"></figure>
<hr>
<h2>Issues with insufficient permissions<a name="issues-with-insufficient-permissions"></a></h2>
You could encounter issues with not being able to sync your external calendar with Pipedrive if the required permissions are not selected during the authentication steps or your IT admin has disabled read/write permissions on your company calendar account. 
<center><figure><img src="https://lh4.googleusercontent.com/N88UdEou_mnlKTfKL7m5tmkQ3pMVcvMFb6wyu7F1T0_cvVbWWol4O0qcAdjVv67RODYhmJBVvGEUlm6LSim8NLjOK34v-SdT8neHf_ytQJxmKSZ2TeU5tlrZG1CMKpf46gyNay2d" width="454" height="334" data-image="jjfqmey8yz2f"></figure>
 
</center>

You can fix the issue by following the steps below: 
<ol><li dir="ltr">Ensure that you have given Pipedrive permission to access your calendar during the steps of connection. For example, in Google, you have the option to check the permission box.
<center><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202021-11-18%20at%2017:49:36.png" data-image="27390"> </center> </li><li dir="ltr">If you are using a Google account, then remove all your Pipedrive permissions from the linked Google account (https://myaccount.google.com/permissions) to start fresh. Go back to your Pipedrive calendar-sync <a href="https://app.pipedrive.com/settings/calendar-sync" target="_blank"> Settings page</a> and restart the connection process by clicking on Add new account.</li><li dir="ltr">If the error persists, then you would need to reach out to the mail/IT admin in your organization. There could be specific permissions on Google or Microsoft where third-party apps (like Pipedrive) are not permitted to read/update the calendar. Request your admin to disable these permissions.</li></ol>

Troubleshooting the Calendar Sync feature

if-activities-are-not-showing-up

If activities are not showing up

if-your-calendar-sync-is-only-syncing-one-way

If your Calendar Sync is only syncing one-way

if-activities-are-being-duplicated

If activities are being duplicated

issues-fetching-your-calendars

Issues fetching your calendars

issues-with-insufficient-permissions

Issues with insufficient permissions

When working with <a href="https://support.pipedrive.com/article/sales-documents-beta" target="_blank">Smart Docs</a>, you may run into some technical issues that prevent you from having a seamless Pipedrive experience.
We have provided a few troubleshooting tips in this article that you can test out if you run into any loading or connecting issues while using the Smart Docs feature.
<hr>
<h2>Connection issues<a name="connection-issues"></a></h2>
When connecting your account to Smart Docs
<ul><li>Make sure that you are trying to connect the Smart Docs feature and not Google Drive. You can install Smart Docs directly by going to Tools and apps &gt; <a href="https://app.pipedrive.com/settings/sales-documents" target="_blank">Smart Docs</a>.</li></ul>
<figure><img src="https://kb-cms.pipedriveassets.com/connect%20smart%20docs.png" data-image="29221"></figure>
If you use Google:
<ul><li>Verify that you are logged in to your browser with the same Google account you are trying to connect to Smart Docs.</li><li>Check if your Google permissions are allowed for Pipedrive. You can verify that information in <a href="https://myaccount.google.com/permissions" target="_blank">this page</a>.</li><li>If Pipedrive permissions are granted, try revoking the access and installing the app again.</li><li>If you are in Google's Advanced Protection program, verify <a href="https://landing.google.com/advancedprotection/" target="_blank">here</a> if your program allows connection with third-party apps. </li><li>Make sure that your browser is not blocking the installation. Learn more in <a href="https://support.google.com/chrome/a/answer/6177431" target="_blank">this page</a>.</li><li>Check if third-party cookies are allowed in your browser. You can confirm this by going to your Chrome Settings &gt; Privacy and Security &gt; Cookies and Other Site Data.</li></ul>
If you use OneDrive or SharePoint:
<ul><li>Verify that you are logged in to the correct OneDrive or Sharepoint account that hosts the file.</li><li>Disconnect and reconnect the account in the Smart Docs page.</li></ul>
When generating a document from Google
<figure><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202022-02-10%20at%2016:35:08.png" data-image="29247"></figure>
<ul><li>Verify that you are logged in to your browser with the same Google account you are trying to connect to Smart Docs. </li><li>Check if your Google permissions are allowed for Pipedrive. You can verify that information in <a href="https://myaccount.google.com/permissions" target="_blank">this page</a>.</li><li>If Pipedrive permissions are granted, try revoking the access and installing the app again.</li><li>Make sure that your browser allows third-party cookies. Go to your <a href="chrome://settings/cookies" target="_blank">Chrome's cookies settings</a> and select the option Allow all cookies.</li><li>If you are using Product fields, review the template to ensure Product fields are not used outside of a product table and try to generate the document without product fields. Learn more about fields and templates in <a href="https://support.pipedrive.com/article/smart-docs-fields-and-templates" target="_blank">this article</a>.</li></ul>
<ul></ul>
<hr>
<h2 style="text-align: justify">If you are unable to open an existing template or document<a name="if-you-are-unable-to-open-an-existing-template-or-document"></a></h2><center><figure><img src="https://kb-cms.pipedriveassets.com/smart%20docs%20error.png" data-image="29246"></figure>
</center>
<ul><li>Verify if the account connected in your Smart Docs settings is the same as the one linked to the template or document. </li><li>Check if you are the template or document owner. If not, make sure the owner shares it with you in both Pipedrive and your provider (Google or Microsoft).</li><li>Make sure that your internet connection is stable.</li></ul>
<hr>
<h2 style="text-align: justify">If you are unable to generate a document from a template<a name="if-you-are-unable-to-generate-a-document-from-a-template"></a></h2>
<ul><li>Check the file size. Currently, it is not possible to link to files bigger than 15MB.</li><li>Confirm that you have your account connected in the <a href="https://app.pipedrive.com/settings/sales-documents" target="_blank">Smart Docs</a> settings page.</li><li>Verify if the problem happens in a specific deal or all deals. </li><li>Verify if the problem happens when generating a document from a specific template or all templates.</li><li>Check if you are the template owner. If not, make sure the owner shares the template with you in both Pipedrive and your provider (Google or Microsoft).</li><li>Make sure that your internet connection is stable.</li><li>If you are using Product fields, review the template to ensure Product fields are not used outside of a product table and try to generate the document without product fields. Learn more about fields and templates in <a href="https://support.pipedrive.com/article/smart-docs-fields-and-templates" target="_blank">this article</a>.</li><li>If you use OneDrive or SharePoint, ensure that the template or document is free of invalid characters. Learn more about invalid characters in Microsoft in <a href="https://support.microsoft.com/en-us/office/restrictions-and-limitations-in-onedrive-and-sharepoint-64883a5d-228e-48f5-b3d2-eb39e07630fa#invalidcharacters" target="_blank">this page</a>. </li></ul>
<hr>
<h2 style="text-align: justify">General troubleshooting<a name="general-troubleshooting"></a></h2>
<ul><li><a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">Clear the cache and cookies</a> of your browser.</li></ul>
<div class="support-note success primary">Note: If the problem persists, reach out to our Support team <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. Our Support team may request <a href="https://support.pipedrive.com/article/how-can-i-take-a-screenshot" target="_blank">screenshots</a> of the issue and the <a href="https://support.pipedrive.com/article/how-do-i-open-my-browser-console" target="_blank">browser console</a> to assist you in the best way possible. </div>

Troubleshooting: Smart Docs

connection-issues

Connection issues

if-you-are-unable-to-open-an-existing-template-or-document

If you are unable to open an existing template or document

if-you-are-unable-to-generate-a-document-from-a-template

If you are unable to generate a document from a template

general-troubleshooting

General troubleshooting

When using the Contact Sync feature, you may run into some technical issues. It is recommended that you ensure your Contact Sync feature is active before following the troubleshooting steps outlined below. 
<hr>
<h2>If contacts are missing...<a name="if-contacts-are-missing"></a></h2>
<ul>
<li>Check for any filters. In the List View under your People contacts tab, check to see if there are any filters applied. To clear out any existing filters, switch over to Owners &gt; Everyone under the filters button in the top right corner. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_4.56.54_PM.png" alt="Screen_Shot_2019-05-17_at_4.56.54_PM.png" width="301" height="71" data-image="hqdvryqjv4cu"> 
</li>
<li>
Check ownership of contacts. Only contacts that you are the owner of will sync with your third-party contact provider. You can check to see which contacts you own by going to the List View of your people contacts and selecting your name under the filter icon. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_4.59.28_PM.png" alt="Screen_Shot_2019-05-17_at_4.59.28_PM.png" width="300" height="201" data-image="6p5yzmp369ex"> 
</li>
<li>
Check the settings of your Contact Sync. To do this you can go to Settings &gt; Personal preferences &gt; <a href="https://craft-kb.pipedrive.tools/settings/contact-sync">Contact Sync</a><a href="/settings/contact-sync"></a>. It is recommended to confirm that the correct Group of contacts and Sync Direction is selected. If 'One-way' is selected, contacts from your contact provider will show up in Pipedrive, but not the other way around. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_5.04.57_PM.png" alt="Screen_Shot_2019-05-17_at_5.04.57_PM.png" width="500" height="322" data-image="yjhajjysjdpz"> 
</li>
<li>Disconnect and reconnect your Contact Sync. To do this, go to Settings &gt; Personal preferences &gt; <a href="https://craft-kb.pipedrive.tools/settings/contact-sync">Contact Sync</a> &gt; Stop sync. When reconnecting, click on Add New Account rather than reconnect. This will require you to re-enter the credentials of your account and therefore reauthenticate your connection. You will then be given the window to set up your contact sync with your preferred settings. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_5.20.37_PM.png" alt="Screen_Shot_2019-05-17_at_5.20.37_PM.png" data-image="pzk5hob92xqr"> 
</li>
</ul>
Note: The Contact Sync takes about 15 minutes to fully sync after it has been re-synced. 
<hr>
<h2>If contacts are not being updated...<a name="if-contacts-are-not-being-updated"></a></h2>
<ul>
<li> Clear the cache and cookies of your browser. To learn how to do this, click <a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">here</a>.</li>
<li>
 Check the settings of your Contact Sync. To do this you can go to Settings &gt; Personal preferences &gt; <a href="https://craft-kb.pipedrive.tools/settings/contact-sync">Contact Sync</a><a href="/settings/contact-sync"></a>. It is recommended to confirm the correct Group of contacts and Sync Direction is selected. Only contacts that are under the synced folders will be updated. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_5.04.57_PM.png" alt="Screen_Shot_2019-05-17_at_5.04.57_PM.png" width="500" height="322" data-image="ak3rw6rfpj9g"> 
</li>
<li>
 Disconnect and reconnect your Contact Sync. To do this, go to Settings &gt; Personal preferences &gt; <a href="https://craft-kb.pipedrive.tools/settings/contact-sync">Contact Sync</a><a href="/settings/contact-sync"></a>, and click on the Stop sync button. When reconnecting, click on Add New Account rather than Reconnect. This will require you to re-enter the credentials of your account and therefore reauthenticate your connection. You will then be given the window to set up your contact sync with your preferred settings. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_5.20.37_PM.png" alt="Screen_Shot_2019-05-17_at_5.20.37_PM.png" data-image="oaou4xcnp3kv"> 
</li>
</ul>
<hr>
<h2>If contacts are being duplicated...<a name="if-contacts-are-being-duplicated"></a></h2>
<ul>
<li>
 Merge existing duplicates with our Merge Duplicates feature. To learn more about this feature, click <a href="https://support.pipedrive.com/en/article/merge-duplicates" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000809337">here</a>.
</li>
<li>If duplicates are being created for all contacts synced over from your third-party contact provider, disconnect your contact sync by going to Settings &gt; Personal preferences &gt; <a href="https://craft-kb.pipedrive.tools/settings/contact-sync">Contact Sync</a><a href="/settings/contact-sync"></a>, and click on the Stop sync button, and reach out to support by following the instructions <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. </li>
</ul>
 If you are still having issues with your contact sync, reach out to Pipedrive support for further information by following this link <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. If there are any ongoing technical issues that may be affecting the status of the Contact Sync feature, it will be posted on the <a href="https://status.pipedrive.com/" target="_blank">Pipedrive status page</a>.

Troubleshooting: Contact Sync feature

if-contacts-are-missing

If contacts are missing...

if-contacts-are-not-being-updated

If contacts are not being updated...

if-contacts-are-being-duplicated

If contacts are being duplicated...

<div class="support-note success primary">Note: These options may require that you enable the 'Open email links in new tab' option within Pipedrive. To learn how to enable this, read more <a href="https://support.pipedrive.com/en/article/how-can-i-compose-emails-in-a-separate-browser-tab" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005614945">here</a>. </div>
 If you haven't signed up for the Advanced, Professional, or Enterprise plan yet and enabled <a href="https://support.pipedrive.com/en/article/how-can-i-set-up-the-email-sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="209254449">full email sync</a>, whenever you click an email address in Pipedrive (or any mailto link), a command is sent to your browser to begin composing an email to that person using your web browser's default email client. For many people, this may be Outlook or Apple Mail, but what if you wish to use Gmail?
<figure><img src="https://kb-cms.pipedriveassets.com/e-mail.gif" data-image="20818"></figure>
<hr>
<h2>...in Google Chrome:<a name="in-google-chrome"></a></h2>
<ul>
<li>Open Gmail in Chrome and click the Protocol Handler icon in your browser's address bar. If you don't see this icon, skip move ahead to the following steps.</li>
<li>When prompted to Allow mail.google.com to open all email links?, select Allow, and click Done. Then you're done, and can ignore the following steps. </li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/1-1.png" data-image="20820"></figure>
<ul>
<li>If you were unable to see the Protocol Handler icon, click the Chrome menu icon in the top right corner of your browser, and choose Settings. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/2.png" alt="2.png" width="401" height="296" data-image="91grmujkqusc"></figure>
<ul>
<li>Scroll down to the bottom of the screen, and click Advanced to move into the advanced settings options within Google Chrome.</li>
<li>From there, find and click the Content settings option. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/3.png" alt="3.png" width="600" height="357" data-image="e15h6m6eywkg"></figure>

<ul>
<li>From there, scroll down to — and click — the Handlers section.</li>
<li>Make sure that the Allow sites to ask to become default handlers for protocols (recommended) option is enabled.</li>
<li>Make sure that Gmail (or mail.google.com) is confirmed as a handler.</li></ul>
<figure><img src="https://kb-cms.pipedriveassets.com/4.png" alt="4.png" width="600" height="345" data-image="zmpqc4e4zf32"></figure>

<div class="support-note success primary">Note: If you are having issues enabling this, you can also use the <a href="https://chrome.google.com/webstore/detail/mailto/gppbppehiogfokmpligejhaepeopajdf" target="_blank">Mailto extension</a> for Google Chrome.</div>
<hr>
<h2>...in Mozilla Firefox:<a name="in-mozilla-firefox"></a></h2>
<ul>
<li>In the top left corner of your Firefox browser, click the Firefox menu button, and select Options. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/firefox-options.png" data-image="20826"></figure>
<ul>
<li>Click the Applications tab, type "mailto" into the search bar.</li>
<li>Click the drop-down arrow next to the Action column.</li>
<li>Select Use Gmail, click OK, and you're done! 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/ie%20gmail.png" data-image="20824"></figure>
 
<a name="section3IamCs"></a>
<hr>
<h2>...in Internet Explorer:<a name="in-internet-explorer"></a></h2>
<ul>
<li>Click <a href="https://www.google.com/intl/en/toolbar/ie/index.html" target="_blank">here</a> to download the Google Tooler for Internet Explorer. </li>
<li>Once installed, click the wrench icon <img src="https://support.pipedrive.com/hc/en-us/article_attachments/204378049/wrench.png" alt="" data-image="k6m9s2twxkeg"> at the top right corner of your Internet Explorer browser to open the Toolbar Options window.</li>
<li>Scroll down to the Web-browsing tools section.</li>
<li>Select Use Gmail for 'Mail To' links," and click Save. Now you're good to go! 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/ie%20gmail.png" data-image="20824"></figure>
<hr>
<h2>...in Safari: <a name="in-safari"></a></h2>
<ul>
<li>Click <a href="https://sites.google.com/site/mailtoextension/mailto.safariextz" target="_blank">here</a> to download the Mailto extension for the Safari browser. </li>
<li>Once installed, click the arrow at the top right of your Safari browser, click the download, and click Install in the pop-up window. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/install-safari-extension.png" data-image="20823"></figure>

<ul>
<li>Select Gmail from the list of options. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/safari%20options.png" data-image="20822"></figure>
<ul>
<li>Restart your browser, and you're all set!</li>
</ul>

How can I set Gmail as my browser's default email client?

in-google-chrome

...in Google Chrome:

in-mozilla-firefox

...in Mozilla Firefox:

in-internet-explorer

...in Internet Explorer:

in-safari

...in Safari:

When using the Pipedrive web-app, you may run into some performance issues that may prevent you from having a seamless sales process. We’ve provided a few troubleshooting tips in this article that you can test out if you run into any technical issues while using Pipedrive.
<hr>
<h2>
 <a name="for-general-troubleshooting"></a>For general troubleshooting 
</h2>
<ul>
<li><a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">Clear the cache and cookies</a> of your browser.</li>
<li>Test to see if the issue persists in an incognito window and other browsers. </li>
<li>Reach out to support <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>. </li>
</ul>
<hr>
<h2>
<a name="if-pipedrive-is-being-slow"></a>If Pipedrive is being slow</h2>
<ul>
<li>Refresh the page of your browser.</li>
<li>Log in and log out of your Pipedrive account.</li>
<li>Make sure your browser is updated to the latest version. You can see if you are on the latest version of your browser <a href="https://updatemybrowser.org/" target="_blank">here</a>. </li>
<li><a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">Clear the cache and cookies</a> of your browser.</li>
<li>Log into Pipedrive with another browser. You can read about what browsers work best with Pipedrive in <a href="https://support.pipedrive.com/en/article/which-browser-is-best-for-pipedrive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000577109">this article.</a>
</li>
<li>Connect your computer to another network. This will rule out any network issues that could be causing the slowness.</li>
<li>Log into Pipedrive on another computer. This will rule out any device issues that could be causing the slowness.</li>
</ul>
<hr>
<h2>
<a name="if-your-data-appears-to-be-missing"></a>If your data appears to be missing</h2>
<ul>
<li>Check to see if you have any <a href="https://support.pipedrive.com/en/article/filtering" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207497075">filters</a> applied to your Pipedrive account. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-20_at_3.35.25_PM.png" alt="Screen_Shot_2019-05-20_at_3.35.25_PM.png" width="401" height="62" data-image="z6rxb8iby1rx"> <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-17_at_3.16.49_PM.png" alt="Screen_Shot_2019-05-17_at_3.16.49_PM.png" width="400" height="55" data-image="4wk6er1lvv6k"> 
</li>
<li>Clear out Pipeline View filters and select the correct pipeline: <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-05-21_at_11.50.46_AM.png" alt="Screen_Shot_2019-05-21_at_11.50.46_AM.png" width="400" height="74" data-image="iyjyckrp2r3x"> 
</li>
</ul>
<ul>
<li>Data could appear to be missing from your Pipedrive account depending on the <a href="https://support.pipedrive.com/en/article/visibility-groups" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309498">visibility settings</a> that your Admin User has set up for your Pipedrive company account. You can reach out to an Admin User in your account to see what the Visibility Settings are in your company account. </li>
<li><a href="https://support.pipedrive.com/en/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001590258">Clear the cache and cookies</a> of your browser.</li>
<li>Check to see if any browser extensions are interacting with Pipedrive. By logging into Pipedrive with an incognito window, you will be able to see if one of your extensions is causing any issues.</li>
</ul>
 If you are still having issues with your Pipedrive account, reach out to our support team <a href="https://support.pipedrive.com/en/contact-us" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">here</a>.

Troubleshooting: Pipedrive Web-App

for-general-troubleshooting

For general troubleshooting

if-pipedrive-is-being-slow

If Pipedrive is being slow

if-your-data-appears-to-be-missing

If your data appears to be missing

Occasionally, we may need you to send the raw source of an email to help with troubleshooting email issues. This information doesn't come from Pipedrive, but from your email provider. Below, you'll find instructions for the most common providers — Gmail and Outlook. To find your raw source information for an email within Gmail, open the email in question, and click on the downward arrow for your available options. From there, click Show original to see the raw source information of that email. <img src="https://kb-cms.pipedriveassets.com/raw_data_gmail.png" alt="raw_data_gmail.png" width="931" height="319"> To find your raw source information for an email in Outlook, and right-click on the email. From there, click View source to see the raw source information in a separate window. <img src="https://kb-cms.pipedriveassets.com/raw_data_outlook.png" alt="raw_data_outlook.png" width="1128" height="803">

Viewing the raw source of my emails in Pipedrive

Pipedrive doesn't have a separate desktop app, and can only be used online within a web browser. However, both the Pipedrive iOS and Android mobile apps allow for working offline. Any changes made without an internet connection to the mobile apps will be updated in the Pipedrive database once you have connected to the internet again.

Can Pipedrive be used offline?

Troubleshooting the web-app

Troubleshooting

Knowledge Base

Troubleshooting

Contact Support

Browser

Troubleshooting the web-app

Got any questions?