We're in the process of building an app for Pipedrive, but I was shocked to find out that we could not create an email nor email templates via the API. We can neither create an email as a draft nor auto-send it. We also cannot create email templates via the API. Combine those two and it's obvious that we also can't trigger…
I just attended the event 'Pipedrive Pulse and other highlights'. I was particularly interested in the Data Enrichment function. In the preview video that went out inviting us to this event it showed being able to pull people directly from LinkedIn into Pipedrive with all their details prepopulated for us. During the demo…
I'd like to find out if anyone has integrated Pipedrive with Hootsuite and if so, how that works for you?
I try to integrate Pipedrive with Zapier to run my own Automation. I use following API https://api.pipedrive.com/v1/filters unfortunately I got many times response: success: false error: Invalid token: access token is invalid errorCode: 401 error_info: Please check developers.pipedrive.com But sometimes I got OK response…
Hi there -- I'm looking to set up an automated NPS/CSAT survey every two weeks for active clients and looking for the best way to do it. I've seen Nicereply but also looking for free options. Also looking at SurveySparow that looks promising, but I'm wondering if there is a way to automate the survey email to go out every…
Hey guys, hope you're all doing well! I'm having a bit of trouble integrating Pipedrive's deals list with Sheets using Zapier. The trigger event is "Deal Matching Filter," and the action event is "Create Multiple Spreadsheet Rows" (one for each of the deal's products). The issue is that Zapier isn't pulling the products…
Recently we have enlisted into Typefrom to automatically get information typed in by people who fill in documents we sent them. Unfortunately, this doesn't work very smoothly. Fields like Name and email are transferred to contacts in Pipedrive, but most fields do not. F.e. multiple choice fields. Does anyone have the…
Hello, I’m currently running into issues with Pipedrive’s “Power-Up” functionality inside Trello. The screen just keeps loading and doesn’t show. I cleared my cookies/cache and I’m still running into the same issue. I’ve done the following: Restarted laptop. Uninstalled the connection. Reinstalled the connection. Updated…
Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at…
What does it accomplish for you? How did you do it?
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