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Voice message transcribing, plus marketing tracking to Pipedrive
Hi :) hopefully, someone can help me. I am planning on using Pipedrive as my CRM. I operate a RE investing business and we send out mailers and on the mailer would be a reference code and a number that the owner could call. The owner would be prompted to leave information about their property and then that information…
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“Pipedrive Marketplace: accelerate your sales processes with video calling apps” webinar Q&A
Hi Pipedrivers 💎 I'm sure that many of you attended Pipedrive Marketplace webinar this Tuesday with Jennifer and Vince, so thank you. It was super fun and exciting event. For those who missed it, here's the link for on-demand recording. As promised, here are all the questions from the webinar answered. You can see them…
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You can now see HubSpot email opens, clicks and more right inside Pipedrive
Hey, thought I'd let followers of this topic know that we at Outfunnel have now added a deep Pipedrive - Hubspot Marketing integration. You can: * Record HubSpot email engagement (e.g. opens, clicks, unsubscribes) in Pipedrive so your sales team has full context and can sell smarter. * Track web visits and calculate lead…
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How do you connect ActiveCampaign to Pipedrive?
Are you using ActiveCampaign and Pipedrive? Do you want to connect the two platforms to automate your sales and marketing processes? If you’re looking for a way to connect your ActiveCampaign account to Pipedrive, here’s a quick guide on how to do it. If so, read on to find out how to do just that! First, log in to your…
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Advanced Slack Integration for Pipedrive - seeking feedback
Hi everyone, We recently released a new app for Pipedrive that provides advanced integration for Slack and I am hoping to get some feedback from this group and see if there are any feature suggestions. We build the app to use internally and recently decided to release it to the marketplace. Here is a quick overview of…
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"Mentions" notifications sent to SLACK?
Is there a way to send "mentions" in comments and receive the notifications in SLACK? If it is not possible inside Pipedrive, what could be a walkaround using ZAPIER for example.
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Slack integration should have filters!
So we use multiple pipelines for our sales team and we have the slack integration setup so we can celebrate when a sale is won. However we noticed that any deal that is 'WON' in Pipedrive now goes through as a Slack notification. Ideally we would want to be able to choose which pipeline synchs with Slack for notifications…
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Is there a way to (mass) find and import LinkedIn Profiles for existing Pipedrive Contacts?
Is there a way to scrape and import LinkedIn profiles of my existing Pipedrive Contacts? I have all the other contact data but want to run multi-channel campaigns using Lemlist, so need the LinkedIn profile URLs. I know you can extract data that includes the LI profiles from a LI Navigator search using Dux-Soup, Lemlist,…
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Quickbooks Integration-Would love to learn from others
I am trying to "sell" to our finance office why there's value in integrating our Quickbooks with PIpedrive but would love to talk to some people who have this integration setup. One of our biggest pain points is Sales Reps and Account Managers not knowing if invoices have been sent/paid so there's a lot of back and forth…
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Zappier, Team Up Calendar & Pipedrive Integration's
Hello, Looking for some advice, I am wanting to integrate our 3rd party calendar Team up with Pipedrive, however I want the information to only be added once the deal has been put into the 'Won' stage. I can't seem to a 'trigger' that matches this.
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Pipedrive Podcast by Evolve: #14 Plecto - Pavlina Frydenlund
https://www.youtube.com/watch?v=7zGHEb_81I4Evolve Sales Director, Bruce Bignell, talks all things Plecto and Pipedrive automation with Pavlina Frydenlund, Head of Customer Service & Success. Plecto provides real-time business visualiztion. They enable companies to grow through data-driven insights and ensure actionable…
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How do you use Pipedrive in your workflow?
Hey Pipedrive Canada Community 🇨🇦 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow. If you're out of the build process with your sales workflow...or even right in the middle of…
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Zapier : missing firstname field
Hi there, I use Zapier to be able to create a new contact (from a deal) in my tool to make email campaigns. I can find the fullname of the contact from pipedraive, but I miss the fisrtname field. Any idea ?
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Automated NPS email every 2 weeks
Hi there -- I'm looking to set up an automated NPS/CSAT survey every two weeks for active clients and looking for the best way to do it. I've seen Nicereply but also looking for free options. Also looking at SurveySparow that looks promising, but I'm wondering if there is a way to automate the survey email to go out every…
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25 Social Selling Tips & Tricks
Hello Pipedrive Community! I'm looking forward to becoming a part of this awesome group and to kick it off I wanted to share 25 of my top LinkedIn & Social Selling tips and tricks which you can read right here - https://www.linkedin.com/pulse/25-social-selling-tips-tricks-daniel-disney/ If you have any LinkedIn questions…
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Company org chart
Apart from creating one externally and adding it to the organisation as a file, is there any way to create a organo chart within Pipedrive? It would be great to visually see where each contact sits in the organisation. Thank you
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Automate create deals from ActiveCampaign to PipeDrive
We use both PipeDrive and ActiveCampaign. PipeDrive is used by sales, ActiveCampaign is used by marketing for lead generation, lead nurturing, etc. Since we have MQL (ActiveCampaign) and SQL (PipeDrive) separated, and don't want sales to interrupt our marketing activities in ActiveCampaign, we'd like to be able to…
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🧐 Question about the caller function inside Leads.
Hello guys I really like the caller function however not been able to use it in leads is a very important setback in leads. Please do not take it bad, leads have improved a lot, but at the time the use of the caller inside the leads tab is not available and I think is a strong reason why in my team we don't use it. Can you…
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Our Leads have multiple emails & phone numbers and we need to send mass outreach in a click!
I am about to Implement Pipedrive as our CRM and ATS - we are staffing agency I see so much potential with Pipedrive. I have one concern, our leads have multiple emails & phone numbers per lead and want to send outreach in mass to all emails and phone numbers. Can this be done?
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pipedrive zapier problem: hidden BCCs emails trigger too many "updated contact" -- need "updated con
Hi guys/gals, Your Zapier integration allows a useful "updated contact" feature. Unfortunately a contact is considered updated even if they receive a BCC email (e.g., through the hidden BCC feature or otherwise). This makes the feature basically unusable since it generates too many "updated contact" events -- when in fact…
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Free LinkedIn to Pipedrive Importer
Here's some exciting news for you! Klenty has released a free LinkedIn to Pipedrive Importer- LinkPort exclusively for Pipedrive users. With LinkPort, all your LinkedIn contacts are just one-click away to enter the CRM. All you need to do is download the LinkPort Chrome extension, update fields like Contact name,…
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Caller for Leads
Good afternoon, Since two weeks we have been using the in-app caller in Pipedrive and personally I really like this function. The only thing I'm missing at the moment is that it is not there yet for leads. Is it already known when this will be possible? Thanks in advance! Luuk
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Automatically Geocoding Addresses
Hello! We have run into an issue that I am hoping other folks have found a solution for. We recently completed a massive import of historical customer records into Pipedrive. Thousands of Organizations we have worked with in the past. We imported addresses for all of these locations, but the import does not automatically…
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Prossime novità Pipedrive
Ciao a tutti! Prossimamente, come alcuni forse sanno già, saranno rese disponibili integrazioni con i sistemi di messaggistica WathsApp e Messanger. E a breve in test anche il sistema integrato di gestione newsletter... A presto ;-)
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Need 'List products attached to a deal' using Zapier
Is anyboby knows how to List products attached to a deal' using Zapier? (I know Integromat can do it easy, but now I need to use Zapier) https://developers.pipedrive.com/docs/api/v1/Deals#getDealProducts As I understand, I can use custom request. But I don't understand how to fill Data, Basic Auth etc.
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Upload Files from JotForm to Pipedrive
We use JotForm to transfer documents to Pipedrive (PDF, Doc and Jpeg mostly). Applicants are prompted to upload 6 different files (these are required to even complete the form). Sometimes all six files appear in pipedrive, sometimes only one or two. I cannot discern a pattern as to when they appear and when they don't.…
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Integration Active Campaign Pipedrive
I'm trying to update a field on Pipedrive every time I update a field in Active Campaign but it doesn't seem to work... Does anyone know if there are specific field types that don't work? I managed to to it the other way around using automatic imports from Pipedrive into Active Campaign. Can anyone help?
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Pipedrive Automations.
Hey Pipedrivers, Today, we are launching Bardeen 2.0 on Product Hunt. We are a tool that automates your manual work with web apps. Here are a few of my favorite Pipedrive automations: * Save person from LinkedIn to Pipedrive * Create an activity with a shortcut * Automatically open Pipedrive contacts from your upcoming…
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Can you update a deal stage based on an email open?
Hey everyone, I am wondering whether I can update a deal stage based on an email open. Also whether I can trigger an email based on a deal stage?? Does anyone know of any third party integrations that can help?? Thanks everyone!
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I made a WordPress plugin for Pipedrive
Good morning! We wanted an easy way to create deals in Pipedrive from form submissions on our WordPress site, so I created a plugin for it. It's pretty simple right now but does what we need :) Easily integrate Pipedrive CRM with your WordPress site – WordPress plugin | WordPress.org Cheers! Zeb Fross