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Sales Call Booking System
Our clients often compliment us on the slick sales call booking system we’ve created at MinorCo. This results in more prospects booking calls and more revenue for the business! Here’s a behind-the-scenes look at our system. Powered by Calendly, RightMessage, Zapier, Kit and of course, Pipedrive!
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Anyone using Klaviyo + Pipedrive for hybrid sales funnels?
After we added Klaviyo integration some time ago, we’ve been hearing from more and more Pipedrive users who are selling both via sales reps and online (e.g. wholesale orders, reorders, etc.). We just rolled out a way to sync Klaviyo ecommerce events (Viewed Product, Checkout Started, Subscribed to Back in Stock) to…
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Visualizing ERP data within Pipedrive for sales people
Is there a way to have ERP data such as order lines and stock levels across respectively the companies and product database since sales people are not supposed to have (costly) access to the ERP system (and safety). We can export order lines per customer and stock levels periodically and have them uploaded. Can the upload…
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Aircall Integration - request for summary
Within Aircall you are able to see the summary, to do list and transcript of the call. I think it would be helpful as a sales representative to see the summary and to do list in the note of the call. Then if i need to refer back to the actual call then I would press the link to the call recording.
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Sales Inbox Issues continue with Gmail users
Hello, We continue to find Pipedrive to be the worst sales experience we have had in our 50 years of business. Here are 3 of our biggest pains (we use Gmail) - has anyone had any success in fixing their gmail/email/sales-inbox issues?: 1. in Sales Inbox, when sending an email… we type in the recipient of the email and the…
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Pipedrive Email Inbox - Blank/empty meeting replies
Hi, I'm trying to force myself to use integrated Pipedrive email client, but there are a lot of things which make it very difficult. One small example is that when I sent out an invite for a meeting, replies [ Accepted/Declined/Tentative] in Pipedrive do not show the attendance [ Accepted/Declined/Tentative ], compared to…
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Assistance Needed with JotForm to Pipedrive Phone Number Integration - Australia number
Hi, I've set up an integration from JotForm to Pipedrive, and I'm encountering an issue with how Australian 10-digit mobile numbers are being handled. Initially, the phone number field in Pipedrive was set to "Phone" format, but this wasn't pulling any data from JotForm—the field was left blank in pipedrive, although…
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Google Chat Integration for Pipedrive
Hi everyone, we're currently working on a Google Chat integration for Pipedrive, we would be thrilled to collect your feedback so we can build a tool that really fit your needs. Find below a link to my calendar so you can directly book a quick feedback interview with me: P.S : We're not looking to sell anything at the…
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Pandadoc Disappear?
Anyone else notice that the marketplace app for Pandadoc is gone this morning and not appearing in Deals either?
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New time-window filters for any date field (RouterJet update)
Hey everyone! 👋 Kenton here from RouterJet. We’ve just shipped a “Date → is within the last …” condition that you can plug into any RouterJet rule. Set the number of hours or days you need and the rule will only touch records inside that window. Why it’s handy Fresh-lead routing – send deals created in the last 24 h…
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Boost Your Email Efficiency with Pipedrive Email Templates!
Tired of typing the same emails repeatedly? Pipedrive's email templates are your solution! This quick guide shows you how to create them, and the video below provides a detailed walkthrough. Why templates? Save time, ensure consistency, and personalise effortlessly! Quick Steps: Start a new email (ideally from a deal). Go…
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Issue when Marking Activities as Done
I currently sync Pipedrive with Outlook and generally will send meeting invitations through Outlook. They are then synced into Pipedrive as activities. I've found that when I go back in Pipedrive to mark the activity as "Done" it will resend the invitation to the recipients. Even after the meeting was completed. This is…