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Changing Timezone for Client Call Calendar Invites
So like most we do a lot of zoom calls with potential clients. We deal in multiple timezones and was wondering why there is not option to send invite with their timezone set instead of my timezone set. For example if we are in Central and the client is in Eastern. I don't want their invite to say "2pm Central" I want the…
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#smart docs Vor und Nachteile von Smart Docs vs. Pandadoc
Hi together, ich bin gerade dabei Pandadoc und Samrt Docs in Bezug zur Erstellung von Angeboten zu vergleichen. Neben der Usability, sollte es natürlich auch schick aussehen. Was habt ihr für Erfahrungen mit den jeweiligen Programmen? Danke euch
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Zapier + Pipedrive (Search + Update workflow)
Hello! Is there anybody who managed to successfully run this flow. 1. There is a person in Pipedrive that I want to update the info about 2. They perform a trigger, that means they have more information my Sales team would be interested in 3. After this trigger I run Search step (Find Person) which is successfull 4. Then I…
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DocuSign Integration ✍️
Hi everyone! 👋🏻 We’re working on an integration with DocuSign and would love your help! Are you using Smart Docs to create documents and using DocuSign for your digital signature needs? If so, we’d love to show you some new designs we’re working on. If you’re up for a 30 minute call, please comment below or reach out to me…
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Owner change on Stage change to whoever did the change
I'm trying to have an automation (i looked into zapier & pipedrive automations for the moment) that changes a deal's owner based on who changes the deal stage (user A changes a stage -> he becomes owner of the deal) Help please?
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Apps to match up some HubSpot features not present in PIPEDRIVE?
We need to match up some features from HubSpot in a Pipedrive account, which are: 1.- An app or workflow to send all the UTM details from social media campaigns in Facebook and Instagram directly as new leads in Pipedrive 2.- Solution for round robin assignments for new deals or prospects 3.- An app to deal with support…
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Boost your customer support workflow with the Pipedrive-Zendesk integration
Are you looking to improve your customer communication? With our new Pipedrive-Zendesk Support integration, sales and support reps get the visibility they need to deliver a great service. Our integration means you can access Pipedrive data in Zendesk, and vice versa, without needing to switch between apps. You can install…
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I like noodles
Howdy Pipedrive Fam! Eric here, Texas expat living in Romania. 🤠🇷🇴 In addition to being a mediocre tennis player, I host a mediocre podcast where I interview fascinating startups from Northern and Eastern Europe. And to pay the bills, I work for Bonjoro - an awesome video email tool. We are working on a cool integration…
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How to Rebuild and Verify Data Files in QuickBooks Desktop
Verifying and rebuilding data utility in QuickBooks desktop can help in fixing various errors that might be experienced in QuickBooks often. One can experience data issues within the company file, which can be easily rectified using verifying and rebuilding data utility. The verify data tool self identifies and consider…
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Organisation apparentées
Bonjour, Comment faire pour importer un fichier avec les filiales et les maisons mères . Je ne trouve pas de solution via un fichier Excel . Ou trouver les champs qui me permettront d'injecter en masse ? J'ai plus de 74 000 leads à apparenter .
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jautajums vnk.....
jautajums vnk.....
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SIP provider or other options for calling in Norway
Hi! We're testing a calling feature and it looks like that a standard Pipedrive caller (which uses Twilio) isn't a best solution for calling inside Norway. Maybe you've already dealt with setting up calling through Pipedrive in Norway and can share experience or just advise a SIP provider? Thanks!
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Chatbot and Spam
We've just started using Chatbot and we are getting a number of spam enquries. Anyone else had this issue. Pipedrive say there is no way around it. Any advice would be great.
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Is it possible to use the Caller to conference more than one person at a time?
I work in the mortgage industry and we'll have deals where we want both clients in on the call - is this possible using Caller?
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BETA TESTERS
BETA TESTERS needed for email validation. Hi, I'd like to get some beta testers for our email validation app. You can find it here: https://marketplace.pipedrive.com/app/certa-link-email-validator/67c7097db1c334ad On login you will be given 100 credits (100 email checks) to test with. NOTE: This is a first beta so you…
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November's New Apps Spotlight!
Check out the 2 new apps featured in this month's App Spotlight. * TimelinesAI - helps you automatically sync Whatsapp messaging with your clients to Pipedrive Deals and Persons * Postcall - helps you send customer satisfaction surveys after your Aircall, RingCentral or Zendesk Talk calls, delivered via SMS or email. 🔔…
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Ideas for Zapier automations TUTORIAL
Hi Pipedriver, Today I’m continuing with automations tutorial and this time I’ll show you how to use Zapier integration for optimising your Pipedrive account. So open your Pipedrive and Zapier tools and let’s make the following automations together: 1. Round Robin - Assigns Deals equally between a defined number of Users.…
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Angebote über PD
Guten Morgen zusammen, evtl. könnt ihr mir helfen : Ich suche ein Add-on, über welches ich Angebote aus PD verschicken kann. Wichtig wäre mir dabei, dass man das Firmenlogo, besser sogar den ganzen Briefkopf als Grundlage verwenden kann. Paycove hab ich schon ausprobiert, dass war mir ehrlich gesagt zu kompliziert. Mit…
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ICYMI: Check out our major Marketplace integrations in 2021
Our Marketplace hosts nearly 300 apps to enhance your Pipedrive experience and help you work with the tools you know and trust. This year we've added integrations with Trello, Zoom, Quickbooks and many, many other top tools covering the whole revenue cycle. Want to check out how integrations could help you? Read our…
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Calendly and PipeDrive
PipeDrive and Calendly I used Zapier to create a zap that creates a new deal in PD when someone schedules a meeting via Calendly. What I want is the Zap to be created as part of an existing deal (assuming one exists). My thinking is that it can be set up to add to an existing deal if the person who created a Calendly…
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Contact Form 7 (Wordpress) integration with Pipedrive | Pipeline issues
Hi, Does anyone know how to change the Pipeline where the leads are created? I have several forms and I do not see where to edit the assigned Pipeline. Checked the CF7 plugin at Wordpress, but do not have a clue on how to edit this. Thanks!
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Automation - Communication Pipeline and Stage move on Slack
Hi! I have set up an automation to watch some specific changes in deals on different pipelines (and stages). I am communicating into a Slack channel and would like to integrate the Pipeline and Stage name before and after the change has happened. The automation works fine but the Pipeline and Stages are only communicated…
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Discovering Pipedrive Insights using Tableau
Sometime in July, I shared a Tableau dashboard that I had built using the Deals data from Pipedrive. It is proving to be incredibly useful for clients I work with. A few(!) people liked it and I decided to package it in the form of a digital product: * Snapshots of Tableau dashboards ($0) * Just an eBook ($100) in the form…
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pipedrive openapi file issues
One of the reasons we went for pipedrive was a well documented api via openapi Using the api file we can generate the clients for node in typescript.. however there is 1 issue, as the file does not make use of the component definitions non of the non-java generators are able to generate well written types. When the models…
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How does one trigger a data request to an API? We are working with a 3rd party software company tha
How does one trigger a data request to an API? We are working with a 3rd party software company that is building native integration with Pipedrive for us. The idea is to send them an address and they will return data on the address that will be added to specific fields in Pipedrive. What best practices do you have on how…
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PIPEDRIVE - QUICKBOOKS
Hello, I would like a feedback regarding the Pipedrive - Quicbooks integretion. Would it possible to send the desired fields from a Pipedrive deal to a Quickbooks invoice ? Some custom data created in Pipedrive must be displayed in my invoice Is there a way to send the invoice Number generated by Quickbooks to the…
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Linikng items to leads and deals
When an external invitation to a Zoom or Teams meeting is recevied, how can it be linked to relevant deal or lead?
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Pipedrive File and Attachment Backup and Recovery
We want to give a third party provider access via API to our Pipedrive account data, however, our concern is that given they have API access we have to consider the fact that they could accidentally through a bad call, or through an outside bad actor delete the data, including historical files and email stored within…
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Is it possibile to create a "person" + "organization", link them togheter, from an elementor form? i
Is it possibile to create a "person" + "organization", link them togheter, from an elementor form? i'm trying to do it, starting from a zapier's webhook, but the result is the creation of a "person" + "organization" NOT linked togheter. I really don't know if i'm missing something or the are some limititation from…
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Automatic Whatsapp PipeDrive integration is live on PipeDrive Marketplace (try it for free)
Do your sales agents use Whatsapp in their work? Or maybe you have Whatsapp as a channel to communicate with your clients? Based on feedback from PipeDrive community and a hundred user interviews, we created an automatic Whatsapp integration for PipeDrive. Try it for free here:…