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Help us help you BUILD BETTER APPS: Share your feedback in our survey!
Hello! I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive. The survey aims to understand how we at Pipedrive can better support you in building high-quality apps. It should take at…
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Looking at a Pipedrive+M-Files (leading EDMS solution). Who has a success story here to share?
There is one instance of a Pipedrive + M-Files (leading EDMS solution) integration from about 7 months ago that I am aware of in Finland. Who can attest to the success of this or any other successful, currently active Pipedrive+M-Files integrations out there in the community? Thanks in Advance
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Five9 integration
Hello PD, do we have a good integration with Five9? I have a prospect that has Five9 and needs this for Pipedrive. Or also Dialpad? Thanks!
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Custom buttons to trigger your 3rd party automations? Here you go!
If you use iPaaS / automation platforms such as Zapier, Make.com (Integromat) or any other you have most likely sometimes struggled to find a suitable way to trigger you automation. Typically the options are either through a webhook, filter etc. but this can be very inefficient and confusing for a user to understand…
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Has anyone been able to integrate Google Voice text / SMS with Pipedrive?
Ugh. SMS in PD should be easier than this. Don't want to sign up for another phone service and number just to SMS.
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Can Pipedrive be integrated with LiveVox?
Does anyone here know if Pipedrive can be integrated with LiveVox?
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artificial intelligence367
Hello everyone, I'm looking for an artificial intelligence application that I can train. ChatGPT is an application similar to Writesonic. I want to make my customers give automatic answers with this application. I would appreciate it if you could help. Good Works, Best Regards
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Pennylane to Pipedrive
Bonjour, Je cherche à relier Pipedrive à mon logiciel de facturation Pennylane pour créer automatiquement devis/factures à chaque fois qu'un prospect change d'étape dans le pipe commercial. Je vois qu'il y a 2 possibilités l'API (j'ai un développeur en interne) ou directement via Zapier. L'un de vous a t'il déjà testé…
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Docs & Products
Why is it not possible to display net prices or to define them for a product? B2B Sales! Why does Smartdocs not display the decimal places for even numbers? For example 10,00€ instead of 10€? Too smart for smart documents ;)?
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Tips for account management. Delivered hardware to customer.
Hi, We are an IT-comapany and sometimes (usually) hardware is included in our deliveries. This can be servers, desktops etc. At the moment we are using excel for keeping track of which hardware is delivered to the customers, when it was delivered, expected end of support, end of life, support agreements and of course, when…
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Commercial Real Estate Agent Assistance
I am commercial real estate agent looking to utilize this software. I mainly work in mulitfamily. Anyone have any suggestions for setting it up? Any resources people have used that they would recommend? A couple of things I would love some advice on. * Where do i store information about properties? Products seems to make…
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Real Estate Add-ons for Pipedrive coming!
Hi happy Pipedrives, Dominique here from Belgium! Yes we have been a little bit under the radar but we are deeply grinding on some new 'Real Estate' add-ons as an 3th party integrator on Pipedrive. * Home valuation automation * Create e-sign documents * Create brochures from your listings on auto-pilot * Publish to…
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How to send an automatic whatsapp message
Hello everyone, I want to send an automatic whatsapp message when the application is received. I am using twilio and timeline applications as whatsapp integration. I need someone who has an extra solution suggestion or can help. Best Regards
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SDR Phone Calls / Email Automation?
Hi Everyone, I'm currently using Apollo.io for email marketing and helping facilitate SDR phone calls; however, their pricing for the phone is VERY expensive and their data is really bad. We're going to transition to using Zoominfo or SalesIntel for data but I need a better way to set up email / phone tasks that are more…
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Evolve Pipedrive Podcast: #48 Isiah Pasquale, Bread & Butter
Bruce Bignell talks to the CEO at Bread & Butter, Isiah Pasquale. Bread & Butter helps you turn visitors into prospects instantly. Remove conversion friction, send real user data to your CRM and continue learning about your prospects as they navigate your site. Covering: - Introducing Bread & Butter - How Bread & Butter &…
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Hyperlinks in messages in MS Teams
Hello all Can't imagine this hasn't been asked before, but I just can't find it, so here goes: When you integrate MS Teams with Pipedrive, it's great that you can receive a message in Teams when something happens in Pipedrive. But... ...is it accurate that it's not possible to include a hyperlink to the activity, contact,…
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Sunset at pipedrive
I hope I‘m not the only one but I think it‘s very sad, that so many features get sunseted. What‘s the cost of the features to be kept alive? Xero iCloud contact sync Now Live Chat in the app (but remains in the web version) Why did you do that? For me as a huge fan, customer and affiliate it‘s hard to grasp. I constantly…
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DialPad x PipeDrive
Is there any information available on whether Pipedrive has plans to integrate with Dialpad in the near future? Copper CRM just launched an integration with DialPad
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Quickbooks Self-Employed
Pipedrive doesn't officially support a connection to the Quickbooks product named Self-Employed. My bookkeeping system is on Quickbooks Self-Employed. Does anyone have a work-around to populate invoices from Pipedrive information into Self-Employed?
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How can I automatically send the webinarinformation to pipedrive?
Hi we want automatically send the participants, who have participated or who have been registered but not participated into pipedrive. Has someone any idea, how we can do it. Do we need Zapier? Or is it possible to do it directly between pipedrive and zoom. thank you very much for any ideas. Best regards Angelika
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Webhooks version 2.0 for Notes
The Webhook version 2.0 for Notes is missing the change_source data, which is quite annoying. My current setup sends notes from our dialer software to the deal in Pipedrive. Our meeting bookers are only working in the dialer software, and these notes are communication related to that deal, intended for the salesmen working…
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Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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OneClick for Pipedrive (beta)
Hello hello, Please join our beta and try out the wonderful OneClick addon! Just install it and extend your Pipedrive to a completely new level: With OneClick you can create buttons and connect them to your Zapier or some other integration platform that supports webhooks. Also, we would appreciate any input from you here:…
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How to predict won dates?
I was wondering if any of the more technical users have implemented a helpful algorithm for predicting the Won date of a deal? My current draft: Remaining days in sales cycle = average # of days deals spend in each of the next stages in the pipeline + # of days usually spent in the current stage - # days spent in this…
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Mail - 1 mailbox with 2 accounts synchronize
We use a general mail address with our sales team. This is where we receive questions and quotes. Within the team, several people need access to this mailbox. We currently have two pipeline users, and both synchronize the general mail address. Now we run into the following problem. User X answers and archives a message.…
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Automatic saving of activities
Have anyone else lost their nerves, when you have edited the tasks/activity, e.g. made notes in customer meeting and changed window from one to another and the editing window has closed without saving and you have lost all the changes done? Well I have and quite many times. It is also quite annoying that you can't save the…
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We are still improving and adding features to ActiveDEMAND. Things we've done so far:
Scheduled video posts to Facebook, Instagram, LinkedIn, and Twitter: This gives you another option to get your message in front of your audience. Video has grown in popularity year over year and gets more engagement and more exposure. And it's easy to schedule videos to your content calendar so you don't forget to post.…
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How to connect your Gmail or Outlook to Pipedrive
If you're using Pipedrive and haven't connected your Gmail or Outlook account yet, you're missing out on a huge time-saving feature! Here's a video sharing how to connect your email and some tips for saving time on your follow-ups. NOTE: This feature does require the Advanced subscription. If you're on Essential,…
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Evolve Pipedrive Podcast: #46 - Antoine Goret, Crisp
Bruce Bignell talks to the CMO at Crisp, Antoine Goret. Crisp is an all-in-one business messaging platform that gathers teams, conversations, data and knowledge, around one place. Covering: - Introducing Crisp - How Crisp & Pipedrive integrate - Best use cases for Crisp - Top-tips for new users - Best-practices for…
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Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be
Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be present in that integration.
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Google Tag Manager and Pipedrive forms. Still no? Or any worarrounds?
Hey community, I tried to track pipedrive form submission with GTM but seems like I got stuck. * No way to trigger event with visible element when 'thank you' message occurs. GTM hear zero events in pipedrive iframe. I tried to get a class #app > div > div > div > div > div * No way to trigger with GTM;s auto listener * No…
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Quote or invoicing App for PipeDrive
Hi we have started using pipedrive and are impressed. Is there a decent invoicing app that would work seamlessly with it, so we could create a quote withing the CRM and send it to the client and also track payments? thanks