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LinkPor error
Hi I tried to install the LinkPort Chrome extension and I couldn't make it work After I clicked on the pop up window - Activate with Pipedrive - it appears the following message: Application error An error occurred in the application and your page could not be served. If you are the application owner, check your logs for…
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SalesPanel
Sales Panel. Is anyone using? If so, has it made a difference in #'s
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Live Chat - Slack Integration ?
Hello, We currently use https://chatlio.com to engage with our website visitors directly from slack. This is super useful because I don't have to hop between systems. Most of the visitor on our website have engineering/support questions so our engineers actually answer these questions instead of sales people. since…
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How can I track an existing customers web analytics on my website? ie what they are doing on my site
I would like to be able to see the activity of my customers when they go on my website like the pages they visited. This should be able to be done with cookies from email previously sent to them from pipedrive. I would expect to see this in the activity section of the person record? This is an example of another CRM doing…
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Fromni Notifications sovellus
Hei kaikille! Fromni Notifications sovellus nyt on valmis käytettäväksi Pipedrivessa. Tämä on kätevä ja helppo ratkaisu automaattiseen SMS viestittelyyn. Toimimme Suomessa ja lähetämme SMS viestejä ympäri maailmaa. Tässä on suora asennuslinkki. Paljon kiitoksia @Juho Koski ja @Zimple tiimille, jotka ovat auttaneet meitä…
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Workflow / Systems
Does anyone use Pipedrive Workflow or any third party app to manage deal flows for small (4 people) real estate teams? Ideally, I am looking for a template so we can maximize Pipedrive right away. Thanks in advance!!
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Zoom Integration - Zoom Meeting ID information does not match the Zoom hyperlink.
Zoom Integration - Zoom Meeting ID information does not match the Zoom hyperlink. Note the difference in the bold meeting ID numbers. This only happens when I initiate a Zoom invite through Pipedrive. From that I get complaints that people can not connect with the Zoom meeting. Says ID number is not valid. Who do I speak…
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Two-way task management integration
Hello, Is there any Trello-Asana-like that can do a two way integration, sharing files from both sides? Asana can take a file from pipedrive but cannot return another file... Thanks in advance
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אינטגרציה בין פייפדרייב ל-ווטסאפ ופייסבוק 📬
הי חברים - היום פייפדרייב שחררו רשמית את התמיכה בערוצי הודעות, עם חיבור לווטסאפ ומסנג'ר של דפים עסקיים. הקלטתי סרטון קצר שמראה את העבודה עם ערוצי ההודעות - זה בקבוצת פייסבוק שלנו, מוזמנים לצפות!! https://www.facebook.com/groups/940674812655793/posts/5190693357653896 אנחנו עובדים עם האינטגרציה הזו כשבוע, אם יש שאלות תרגישו…
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Caller Quality Issues
Hi - We seem to be having a lot of issues with the quality through caller - A lot of dropped calls, or spotty calls, we have tried to resolve this many times with support. Is anyone else seeing this?
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Looking for Automation expert/help
Located in US, east coast - would like to hire someone to help me build out various automations. Not super complicated, but need text messages as well as email so will need to incorporate both PD and Zapier automations. I need to understand the setups so I can manage/edit as needed. I've previously done this myself but I…
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Automate Send new email as reply to last email in deals thread
Hello, the Automation of most of my processes work perfectly, but to make it more efficient, especially for reminders, it would be better to be able to choose that the next email to be sent is a reply to the last email in the deal's timeline, I dont find any way to do that, I have told that it could be done with Zapier,…
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AIRCALL x GOOGLE CALENDAR - Sync
Hi, i use the unidirectional sync beetween pipedrive and google calendar. When i use also Aircall, i have all the calls in my different deals. (that's ok). But i don't want them synchronise into my google calendar. My co workers also have to call a lot in a day and i don't want to have in their calendar all the call they…
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Integrations w/social media management apps
There are possible integrations with social media management apps on Pipedrive?
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Searching for: Pipedrive Integration to eVisma
I'm looking for a Pipedrive integration to eVisma to handle order confirmations. Anyone with experience in that field or a company with an already developed integration. Needs are to move data back and forth, auto-fill order confirmation in eVisma and send order confirmation (to specified emails)
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New user - CRM + task management + notes
Hi everyone, I am new to a company that is a client of pipedrive, but haven't really used it yet (that's my job). I am trying to figure out a few things. Any advice and guidance would be appreciated! * Pipedrive as a CRM: our deals (our own projects or partnerships with counter-parties) broadly follow: inbound lead -> dead…
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Social media messaging
Is there a plugin that allows the team to message directly from Pipedrive to customers and receive replies on their social media accounts eg? Instagram, Facebook, LinkedIn
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Date and time formatting in Integromat (Make)
Hello, I want to send an email with the date and time of a meeting via Integromat. However, the next activity data comes into separate parts : 1 The due date of the activity and the due time of the activity. Does anybody know how to combine those data all together in order to form a single one ? Thanks
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Asiakaspalautteet Trustmary-integraatiolla
Sarjassamme parhaimpien suomalaisten myynnin SaaS-palveluiden Pipedrive-applikaatiot esittelemme: Webinaari tänä perjantaina klo14: Pipedrive Trustmary -lisäosa https://register.gotowebinar.com/register/605282671456544784 Miten saat laadukkaimmin toimitettua kontaktit Trustmaryn listoihin ja kerättyä palautteet kontaktin…
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파이프드라이브 가이드: Zoom 연동하기
파이프드라이브는 Zoom / Google Meet과 같은 영상 미팅 솔루션을 연동해서 사용하실 수 있습니다. 영상 미팅 솔루션 연동을 통해 파이프드라이브에서 쉽게 영상미팅을 예약하고 인바이트를 보내 고객과 미팅을 진행할 수 있습니다. 참고사항: * 캘린더 연동과 같이 사용할 경우 더 강력하게 사용하실 수 있습니다. * Google Meet / MS Teams 도 동일한 방법으로 연동하실 수 있습니다. 연동 방법 * 활동 생성 팝업에서 '영상 통화' 를 클릭합니다. * 설치할 영상 통화 솔루션을 클릭합니다. (본 예시에서는 Zoom을 예시로 진행합니다) * 'Install…
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Question about display organisation adress
Hi, I'm looking for a solution to display the adress of an organisation (not the organisation linked to the deal) but a custom organisation field in a confirmation e-mail. So, in the screenshot below: I would like to display the adress of 'Camping Ganspoort' in a e-mail template I can access this adress in third party…
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파이프드라이브 가이드: 슬랙 연동하기
질문: 슬랙을 사용하고 있는데, 슬랙을 연동해서 파이프드라이브 영업관리에 대한 알림을 받고 싶어요. 답변: 파이프드라이브에서 제공하는 Slack Integration을 이용해 알림설정 구현이 가능합니다. 참고사항: * 슬랙 - 파이프드라이브 연동은 파이프드라이브 > 슬랙 으로의 일방향 동기화만 지원됩니다. * 워크플로우 자동화를 통해 좀더 다양한 상황에서 슬랙 알림설정을 구현하실 수 있습니다. 구현 방법 * '도구 및 통합' > 'Slack' 으로 이동합니다. * 슬랙과의 연동을 위해 권한 허용 등을 완료하면, 위 화면과 같이 슬랙이 파이프드라이브에 연동됩니다. * 이제…
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Automated Dashboard for Pipedrive Partners
Hi guys, I hope that this is the correct channel 😁 We're Pipedrive Elite Partners (reselling licenses and providing consultation & integration services to companies using Pipedrive). For a long time I wanted a dashboard that shows us how many active licenses are clients have purchased - which obviously changes whenever a…
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is it possible to integrate Pipedrive with Asana so that a task is created with a certain structure
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Trigger automation when deal is won
Hi. I need to trigger an company wide automation (in a specific pipedrive pipeline) through zapier (or the Pipedrive workflow automation) thats triggers when a deal is won AND the deal includes one or many different specified products. E.g. Depending on what kind of product(s) is in the won deal it needs to trigger one or…
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Sales Navigator???
Is there a plan or current process for integration with LinkedIn-Sales Navigator?
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QuickBooks Custom Fields?
Does anyone know of a way to map the Custom Fields in a QuickBook invoice to PipeDrive fields with the PipeDrive invoicing feature? Currently use SyncQ but would like to use PipeDrive for a few reasons.
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Zapier Issues
Hi everyone, I've noticed recently that Pipedrive data in Zapier is no longer in text form rather it's outputted as numbers. Does anyone know why this is? How to fix it? Its mainly for dropdown, multichoice and single option fields.
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Pipedrive integrasjon
Er du på jakt etter integrasjon til Pipedrive? Vi kan tilby standard integrasjon til Pipedrive gjennom vår integrasjonsplattform Uniifire :) Kontakt oss for mer info: info@mantle.no
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Pipedrive & WhatsApp Integration: 6 Ways to Improve Sales Process
Hi everyone, I saw a lot of interest from businesses for a WhatsApp integration with Pipedrive. I covered the topic in some detail here: https://www.amitsarda.xyz/post/integrate-pipedrive-and-whatsapp If you have any questions, please don't hesitate to reach out. Best, Amit Sarda…