When importing person data, how does Pipedrive identify duplicates? I tried an import including Pipedrive Person ID, but it doesn't recognize ID as a field that can be imported (doesn't automatically map field and it doesn't list as an available field in the right-hand side...see screenshot). The use case was (1) extract…
I'm working with a client that also has a M365 environment. I've created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com next step is that ALL documents related to that customer are stored in that specific Client Environment and when a customer signs a document…
Hi, Just seeking advice. We have documents and files that we receive from clients. These are critical info that needs to be in Pipedrive. We are looking for possible apps/integrations to enhance our workflow efficiency and reduce manual tasks in handling client documents within Pipedrive. Specifically, we aim to automate…
The current situation is my client uses Pipedrive to manually record leads and deals. We're looking to move this along to be fully automated from their website forms. I believe that currently, they are using some kind of WordPress form. My understanding is that in order to build the connection required in Zapier, we'd need…
What does it accomplish for you? How did you do it?
Hi, I would like to know when a project moved to a specific phase, using the API. Thanks
Are there others successfully using tl;dv integration? Did it "just work"? As I can't see what's happening behind the scenes, I'm not sure if it's a tl;dv issue, or PipeDrive issue. My setup says it's correct, and I've verified i've got a contact with the same email, but don't see tl;dv notes being generated. Thanks!
I want to integrate pipedrive to another logistics web application. This is so that I can generate the shipping guides and automate the process.
When we first started using Projects, we set up a basic template to get a feel of the system. But in the past 2 months we have added to it and now the projects that were created earlier are not up to date. We most probably have 40 that need updating. Does anyone know if there is some way that we can sync the changes to the…
Hello everyone, I would like to integrate Contact Form 7 on wordpress to my Pipedrive to collect my leads from the forms I have on my website. I am already using Zapier but don't see any potential integration between the 2. Could you please recommend the best way to integrate CF7 and Pipedrive? Thank you in advance,…
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