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Help with Quickbooks online integration
I've established the link between PipeDrive and our QuickBooks account. On my initial test to create an invoice, I'm able to to see the contact info coming over from Quickbooks. However, nothing populates in the 'product name' dropdown, despite these 'products and services' being established within Quickbooks. I don't see…
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Salesmsg - Does this work in the UK?
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Pipedrive and ABM
Does anybody know if Pipedrive integrates with any ABM companies/platforms?
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🔴🎙️ Today, June 30th: Live Webinar with Pandadoc and Good Work: Streamline Proposals and Close Deals
📌 Register now and reserve your spot! A true story of success from the owner Discover how Garrett Winder built the time-saving process that's helped Good Work see 5x the leads and revenue for his web development business. This efficiency made it even easier to grow business and offer new products to clients all while…
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Calling from phillipines to england
Can someone tell me the cheapest and best ways of someone in the Phillipines calling customers in London. Thanks!
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Is it possible to have Details fields in Pipedrive automatically populate?
e.g if a client fills out a document on PandaDocs that has custom fields, Pipedrive can read these custom fields and populate the Details field of a deal. I know there is integration for the other way around (e.g Pipedrive details being used to populate a PandaDoc). Thanks in advance :)
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Help Updating Deals in Airtable via Zapier
Hello, Has anyone been able to mass update deals automatically via Zapier into Airtable (or other software?) I've got a zap set up to bring new deals into my Airtable pipeline. However, when I update existing deals in PD it doesn't automatically update in AT. I've set up an "Update Deals" zap but it seems I need to create…
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SMS Marketing
Do you need to enable SMS communication within Pipedrive? Yes, our extension will help you to enable the texting option inside Pipedrive modules. Based on your SMS service you can choose the below extensions. Twilio - Pipedrive SMS Extension RingCentral SMS Extension Telnyx SMS Extension Plivo SMS Extension. Do you…
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Match my labels with my scoring field
Hello, My problem: I would like to optimize/compress my workflows. I have scored my deals (it is a field as same as name or email), and I want to add labels according to each score (1 to 9). I already created workflows on pipedrive (which works), but I need 18 of them to have it done (too much). I would like to know if it…
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Pipedrive and Box.com Integration
I wanted to see if anyone has integrated workflow between Pipedrive and Box.com. If so, can you do it natively? Or do you need a third party app? If you need a third party app is there one that you would recommend. Thanks, Pete
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Search Klenty Tags within Pipedrive
I'm syncing Klenty with Pipedrive. Is it possible to search for Klenty tags within Pipedrive?
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Buchhaltungsprogramm & Pipedrive
Hi Pipedrive - Gemeinde, ich arbeite mit SevDesk. Mich würde interessieren mit welchem Buchhaltungsprogramm ihr arbeitet bzw. welches Buchhaltungsprogramm sich vernüftig ( +bezahlbar) an Pipedrive andocken lässt. Vielen Dank für Eueren Input! Viele Grüße Bernd
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Challenge for lead assignation using round robin
We are working with a startup that is integrating leads from forms from social media (facebook, instagram) and creating deals in the CRM using the Pipedrive API. We have facing a challenge to assign the leads to 3 branches, each one with 6-7 users, using round robin, but there are some limitations to follow: 1.- All leads…
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Send Notes from Slack to Deal/Person/Org in Pipedrive
Has anyone figured out how to do this? I tried it using Automate.io + a custom Slack workflow but it's not working. Basically, I want to send notes I share with my team via Slack directly to Pipedrive and not have to log in each time to add notes I already shared in Slack.
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Goava Discover on Sales Intelligence - työkalu älykkääseen myyntityöhön
Moi kaikille! Meidän markkinapaikka on rikastunut uudella prospektointi työkalulla. Goava hyödyntää tekoälyä tiedonkeruussa ja peilaa sitä CRM:stä löytyvään dataan. Goava on Vainua vastaava edullisempi työkalu. Luonnollisesti Pipedrive integraatio löytyy. Terveisin, Markus Paakkonen (Linkedin) Ohjelmistoja.fi / Account…
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Sales Strategy | Empower your Pipedrive data with Geo-Visualization
Visualize sales performance, opportunities and data on maps and charts. Seeing data and all details on maps is easy and supports quick decision-making. Create territories on the map to maximize revenue, achieve sales goals and drive productivity. Automated territory optimization is based on multiple variables that…
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Mapping the URL from an existing landing page to a Pipedrive landing page.
I built a landing page for a product my company offers through Instapage. It has a corresponding URL, which is now in tweets, emails, and blog posts: https://pages.elementus.io/2022-ransomware-report What I want to do is build a new landing page using Pipedrive but map it to the exact same URL so we don't have dozens of…
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Send Leads from Saleforce to Pipedrive
HI, im working with Pipedrive but my organization works with Saleforce. they send me the leads by email and i copy the leads in pipedrive. There is a easy method for "send" leads to me in pipedrive? sorry for my bad english
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Call outcome - extremely needed
Hi guys! Do you use call outcomes in the automation? Are there any viable workarounds for this to work?
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Allow integration and field mapping for Smart Contact data in Pipedrive to automation software (i.e.
For me to segment my audience based on location, regions, the number of employees and industry based on SIC or NAICS codes, being able to sync and integrate fields into a third party marketing software is fundamental to marketing strategy and targeting. Marketing Automation tools like HubSpot allow you to segment, target…
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Asking for advice
I need to integrate two Pipedrive CRM's with different email accounts, but Zapier isn't supporting it. Kindly, I need recommendations for other ways. Regards,
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Seeking advice: Integrating Podium messaging
Hi folks. I wanted to reach out and see if anyone has had any experience with integrating Podium into the Pipedrive CRM? Steve
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Scheduling Software to eliminate spreadsheet
Does anyone know of a lightweight scheduling/ planning software that would allow us to eliminate a spreadsheet. That may even have some integration with pipedrive. Top axis : days of the week Left axis : crews color codes : salesperson cells : jobs Jobs vary in length and jobs are sometimes broken up with other jobs…
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Field Service Integration
We are a company that has crews on the road and the need to schedule future work on the calendar. I would like to know, is there any integration with any Field Service software? Any plans to improve the calendar or add task/to do type features?
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UCM6208 Grandstream Pabx IP
Hi! I need to integrate my Grandstream Pabx UCM6208 to pipedrive so I can send the recorded calls to the respective deal. is there any way to doing this?
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Pipedrive app experience on Mac
Anybody that's looking for more of an app experience on a mac with pipedrive should check out www.flotato.com
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Integration with Tripletex
We would love an integration to Tripletex. We would also be willing to pay for such an integration. We need the integration to work just as Xero. Would this be possible to accomplish with the API?
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Birthday Filter
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…
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Integration von Xentral möglich!?
Hi, weiß jemand, ob man Xentral im Pipedrive integrieren kann?
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Adding followers to Deals/Orgs/Contact through a permission request.
Hey! Does anybody have a workaround for adding followers to Deals/Orgs/Contacts? We are currently trying to automate a process, where a employee can request to follow any of the above, to see all the information with them. Manually adding them or Importing them is not an option, since the requests can come at different…