Hi there! We use the Aircall - Pipedrive integration. Incoming "missed or unanswered" calls to our Aircall numbers are assigned to Pipedrive users as leads with "automatic assignment" in round robin style. But when a user picks up the phone, I want the deal to be assigned to the user who answers the phone. I could not find…
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…
I'm looking at Attention and they say they do not have a native integration with Pipedrive but say that it has been done. I'm curious if anyone has done this and if it works.
I have the same form on multiple pages and need to know which page the form was sent from. Can i achieve this in PipeDrive
Hello, we are a Software Company currently searchcing for a new Licensing-Tool for our products. Does anyone use a Licensing-Tool with Pipedrive Connection? Or does somebody know a Tool, that already has a connection to Pipedrive? Would be awesome, if we can avoid a new data silo. And Pipedrive could be our single source…
We have an external API that currently allows our users to submit a phone number and the API will return phone information, including line type, carrier name, and location. The API is a paid service and requires an account for each user. We would like to add it to the marketplace and add the phone validation option to the…
Good day, We recently upgraded to the advanced license because we want to use PD for more than just pipeline management. I’d like to start using the CRM and export billing data from PD to process it in a different billing system. However, when exporting to Excel, all products within a case are combined into a single line,…
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Hi there! We use Aircall - Pipedrive integration. Incoming "missed or unanswered" calls to our Aircall numbers are assigned to Pipedrive users as leads with "automatic assignment" in round robin style. But when a user picks up the phone, I want the deal to be assigned to this user (who answers the phone). I could not find…
Can someone please advise how I can save edits when I make changes to an activity. I have created an activity and then I added notes…I then wanted to amend the notes but there is no way to save the edits (as far as I can see)….when I navigate away from the activity I have lost all changes?????
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