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Pipedrive x Mustalinja integraatio on nyt valmis
Mustalinja integraatio Tekee kaikki puheluihin liittyvät aktiviteettikirjaukset myyjän puolesta ja soiton tullessa tuo myyjän puhelimeen valmista tietoa CRM:stä mm. astiakkaasta ja kaupan koosta, viimeisen aktiviteetin pvm. ja avointen kauppojen määrän. 8€/kk/käyttäjä. Yannis Doukas Ohjelmistoja.fi Pipedrive Elite Kumppani…
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Fine Stage ID for all pipeline stages
Where can I find the ID for each pipedrive stage? I am setting up zapier triggers based on when a deal enters a stage, but I cant figure out where to see what the stage id is so I can specify on the filter.
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Pipedrive & eCommerce - workflow tips
Hi, I'm new to Pipedrive, just getting started with replacing my a bit outdated Excel-based CRM with Pipedrive. I am also looking for other useful tools to make work with Pipedrive easeir. Especially with the focus on B2B sales. Does anyone have useful tools to recommend that work well with Pipedrive and can do some of the…
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DocuSign Integration Tips & Tricks Tutorial ✍️
Hi Pipedrivers 👋🏻 As you know the DocuSign - Pipedrive integration is now live for all of you! Check out the short tutorial where I show you how to install the app from the Marketplace and some tips and tricks to help you make the most out of the integration. You can find the DocuSign app in our Marketplace here. Looking…
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Sync all klenty contacts
Is it possible to sync all Klenty contacts as well as past activity to Pipedrive? I'm using Pipedrive for follow up and having this readily available would be a huge help. The same is also true for tracking web visitors. Thanks, Tagging @Vengat Krishnaraj for help.
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DocuSign integration with Smart Docs [BETA CLOSED] ✍️
Hey Community 👋🏻, We're excited to let you know that we are soon starting the BETA rollout of the the DocuSign integration, which has been highly requested! How to be part of the BETA? * Comment below and we'll enable it for the company linked to your registered email address when we go to BETA. We will reply to your…
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Hello, I'm thinking about using PipeDrive....I have a question; Can I use MailShake and ActiveCampai
Hello, I'm thinking about using PipeDrive....I have a question; Can I use MailShake and ActiveCampaign at the same time with PipeDrive?
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FunnelFLARE Integration
Has anyone integrated FunnelFLARE with their Pipedrive? We are experiencing integration issues with FunnelFLARE and trying to connect with a company that has had success with this integration. @Marketplace Apps
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Estimating Systems
Can anyone tell me what estimating systems they are using with Pipedrive? We have tried a couple but aren't finding one that we really like. TIA!
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Has anyone set up a Pipedrive integration with Spotler / Communigator?
Context is: * Considering it * Wondering what the effort might look like * Looking for lessons learned / tips
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Synchronizing contacts in events MPZMail - Pipedrive
Hi everyone (especially @Dave Phillips or @Mike Way) , I just installed MPZMail and connected it to Pipedrive. I have set some automations in MPZMail, for instance, create a new event when a subscribers opens/clicks a campaign. The issue I have now is, it does make an event but does not link that event in Pipedrive to the…
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Integrating Outlook with Pipedrive - Help
Hi Guys, We're looking to build a Zapier integration with Pipedrive for all email enquires that flow through. The Process Every time an email hits our admin email account - we want to create a deal on our admin Pipeline, so the entire team can see enquiry - who its from and the basic details as well. The issue is, we may…
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Slack with chatbot
Has anyone successfully integrated the pipedrive chatbot with slack?
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Won Deal conversion tracking
Can I setup Google Tag Manager to tag a won deal from Pipedrive?
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How to send LinkedIn connection requests from Pipedrive using Dux-Soup. It's really simple to do and
https://www.youtube.com/watch?v=LLAppzszyMM
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Is there a way to synchronize Pipedrive with Linkedin? So when someone changes his personal details
Is there a way to synchronize Pipedrive with Linkedin? So when someone changes his personal details in Linkedin it will be automatically adjusted in Pipedrive.
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Webinar: Selling stronger in 2022 📈January 18th, 2022
2022 is here, is your sales process ready? It's time to make sure your team has the right technology to build a better pipeline. Join our webinar with Pipedrive to explore how you can integrate automation and personal communication to drive more sales and close deals faster. We’ll cover: - Using technology to stand out in…
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Bulk unsubscribes list upload - can I do this to update those contacts that match with email address
I am looking to shut down a Mailchimp account and want to ensure all unsubscribes are unsubscribed in Pipedrive / Campaigns. Can I do this with a spreadsheet upload? Also I don't want new records created if there are no matches... Please assist! Thanks ! I have my answers now and the pain is that I can't upload a…
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How to show LinkedIn messages in the Deal detail view?
I wonder if anyone has any work-around for this. Dux-Soup sends my LinkedIn messages to PipeDrive, and they are shown in the Person detail view. But I would like them to show in the Deals detail view. I know this can be a 1 to many issue, but I almost never have multiple Deals for a Person. Thanks, Joe +Asking for Advice
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Creazione Persona + Azienda con Zapier
Buongiorno a tutti! Sto cercando (invano) di creare uno zap partendo da un form di elementor (wordpress) che crei sia una persona che un'azienda, naturalmente collegate tra loro. Nonstante cerchi di utilizzare gli elementi forniti da zapier per portare a termine questa automazione, purtroppo il risultato è sempre la…
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Assigning Contact to Deal
Hello - We're currently using Calendly to create Deals within Pipedrive. We are also creating new Contact records when someone schedules a call. We're running into a couple issues and I have a few questions I'm hoping to get help with: 1. How do I assign the Contact to the Deal Created? Is that possible? Currently I'm…
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How do I link an organization and person to a deal with Zapier? The records do not seem to be linked
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Creating a deal through Zappier
hello, I am trying to send my MQL from my marketing platform(Plezi) to pipedrive. For some reasons i manage to create the deal, but in my zap i specified where to get the organsation name and the person name, but those fields are not filled in pipedrive. Any idea why the organisation name and the contact name are not…
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Zappier not linking person to deal
Hello pipedrive Community. I made a zap that creates a org and person out of an typeform and then puts all of that in a deal. it works fine except the fact that the person does not automatically link to the deal but is apart of the orginazation, any clues on how I can automatically add the person to the deal?
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Send the Zapier deals to a specific pipeline
Dear Support, Is there anyway to send a new deal from website to a specific pipeline? Currently it is going to a default pipeline and below is my Zapier setting * Trigger - New Form Entry in WPForms * Action - Deal in Pipedrive I am not able to find any settings on the Zapier end. Thanks
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What software do you recommend for automating follow-up emails through PipeDrive?
Hi Everyone, I'm looking for recommendations for software that will allow my sales team to send automated follow-up emails to those new prospects we put into PipeDrive. I've also heard of software that allows for automated LinkedIn messages. Can this be done through Pipedrive? I appreciate any advice! Thank you,
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Since Pipedrive doesn't offer real email templates and only allows us to save regular text emails as
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workflow automation should send an email in 11 months
@Inês Batata Does anyone have know how to setup a automation when a deal is won a email should be sent out the deal contact in 11 months to follow up?
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Is it possible to have tally of units sold for a product in Pipedrive via Zap whenever a customer ma
How does the workflow goes?
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There are anything more that I can do?
I am trying the firsts tests with Pipedrive API. This works inside Pipedrive testbed, but I have authentication problems when I try the same thing with external Postman application. { "success": false, "error": "unauthorized access", "errorCode": 401 } But I've already verified the API key and custom domain. There are…