I currently have an automation set up where two follow-up emails are sent if a contact in a deal doesn't book a call. For the third follow-up, I'd like to send a WhatsApp message using Twilio, but I can't find a straightforward way to integrate this into the automation. Has anyone successfully done this, and if so, what…
We're in the finance sector supporting UK businesses in the main with lending across different products. We use Creditsafe to pull through reports on prospects and clients. Pipedrive is primarily used as our CRM system to track our deals, also for email campaigns.
We're a new client considering a switch from Hubspot to Pipedrive. One of the items we're trying to figure out is how we get Lead Information from our Wordpress website into Pipedrive. Hubspot did this automatically (even with their free tier) by embedding some information on our website. It seems like Pipedrive requires…
Hi,I connected our phones system to Pipedrive and within few min i had a lot of records in Pipedrive.. It's a new account so so "persons" in PD yet.. How do you guys handle it? Where do you place the "no-asnwer"? and "call cancelled" and even the answered.. ? it will fill up the pipeline with records very fast.. Thanks
Hi there! My name is Tristan, and I’m a full-stack developer based in France. I created a plugin W2P: WooCommerce to Pipedrive Integration—a powerful tool designed to make connecting WooCommerce and Pipedrive as easy and quick as possible. W2P is designed to help entrepreneurs and businesses streamline their workflows with…
I would like to synchronize the tasks (and only the tasks) from the PipeDrive Activities with (1) Microsoft To Do and/or (2) Apple Reminders. Reasoning: Two of the most important principles of self-organization are: (1) Tasks are not appointments/events and appointments/events are not tasks ⇒ Tasks therefore belong on the…
I am new to the platform and want to be able to capture details of potential customers who want to pre register for an event next year. I would like to share a link to the form via my LinkedIn (and possibly also add to my website) and then when someone completes it, the details come directly into Pipedrive. I've seen…
HI all, I work for an software editor of messaging collaboration like Exchange/ O365/ Google, but it's BlueMind ! We use Pipedrive, and we have many ask about our customer to have more integration with pipedrive. For email, we use imap/smtp connector, But for calendar ther are no solution Today, just for google or…
I am trying to set things up as best as possible from the beginning. Our process is as follows: Receive lead, enter in pipedrive Once lead is qualified, create deal and begin sales process Once a deal is won, we will create a project in either ASANA or TRELLO or MONDAY At the moment, "we" is just me. But that will…
Hi, I am trying to set up a Zapier connection from Facebook Lead forms to Pipedrive, and I am running into an error when trying to map custom fields. These are just single dropdown options that exist in the Facebook lead form and also in Pipedrive. The error is: Failed to create a lead in Pipedrive provided dataset is not…
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