-
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:…
-
Intermittent Leads transfer from Facebook.
Hi. We have noticed in the last two weeks that leads from Facebook have been transferring into Pipedrive intermittently. Has anyone else had this problem? We also noticed that Facebook appears to have tightened up its security with repeated requests to change password. Are these two observations linked in terms of problem…
-
October's New Apps Spotlight!
Check out the 3 new apps featured in this month's App Spotlight. * Bardeen - helps you automate repetitive tasks and control Pipedrive from anywhere. * Aspirly - helps you maximize your team’s productivity while working in the office or remotely. * Monday.com - helps you synchronize your Pipedrive account with monday.com…
-
Can Pipedrive push and pull inventory data from Odoo ERP
We are evaluating the CRM for outbound sales. If an API exists for this, it would automate or quote and order process and eliminate double-entry errors.
-
Inside Sales CUE cards, Knowledge Base, Training Software
We would like our inside sales team to be able to draw from a database and follow scripting logic for more consistency in sales as well as ramp up training time for new employees. Is there a software that integrates or does Pipedrive has this capability?
-
Quickbooks and Pipdrive
Hi, we have just connected our Quickbooks with our Pipedrive and all is working great except that the "balance" field is always returning "0". Anyone have any experience of this that would be able to assist correct this?
-
Question & Advise + Dashboards + Values
Is it possible to visualize data in percentage values using Insight Dashboards? eg: I am wanting to show numerical data (from Deals fields) split by Organisation or another non-numerical-value (from Deals fields). If not, can someone recommend a Pipedrive Partner that can support with data visualization?
-
September's New Apps Spotlight!
Check out the 4 new apps featured in this month's App Spotlight. * Outgrow - helps you boost your marketing and engagement with highly interactive content * Vizrm - helps you visualize your Pipedrive data like Organizations and activities to better understand where to act next. * ReachOut - supports you in your networking…
-
How to use Facebook lead generation to fill sales pipelines 👍
An effective sales funnel only works if you keep adding new leads. Without a steady drip of qualified prospects, your sales cycle will likely come to a standstill. To ensure business continues to grow, many sales teams are turning to Facebook. Facebook lead generation ads, in particular, continue to grow in popularity…
-
Caller feature on the mobile app
Hi, Are there any plans to make the Caller credits available through Pipedrive mobile app? Some of our employees experience power shortages from time to time so that they are forced to use their mobile phones, not desktop app. And the browser version on the smartphone is quite hard to use. #Caller #Movile app
-
How to assign random leads in with zapier?
Hi everyone. I've already done some integrations, but haven't been able to get leads to auto-map. Does anyone know what steps I should take?
-
How to Create an OTT Platform/ App/ Websites with advanced Features in 2021?
Hey, We want to know about the starting a OTT streaming services for one of our reputed client in the European region. Need some suggestion, guidance, best OTT platform providers or app development companies for launching a successful streaming business in Sports genre. Need Expert view on this Thanks Advance
-
how to integrate skype calls&recording to pipedrive ?
i want to integrate skype calls to deals directly from pipedrive and also the records from the call will be connected to the notes or deals or something like that
-
Pipedrive and Mintsoft.com API connection
Hi, I've made a connection between Pipedrive and Mintsoft.com. It is based on an API. Script is in Python. It Synchronizes products from Mintsoft with Pipedrive for 3 warehouses on two continents. Our script imports products from Mintsoft to Pipedrive. Only products with specified categories are synchronized. Name, sku,…
-
Subtasks for deals that have complex tasks
I would love to have the ability to create subtasks for tasks. Subtasks would have a checkbox so I could track which one's I already did and which one's to do. Does anyone know any posibble app that could to this, or would be ready to be integrated? Thank you!
-
Hey Pipedrive family! I'd love any input from anyone using Pipedrive for wholesale AND retail. Any t
-
Task/Project Management within Pipedrive
@Mike van der Valk As we close a deal, there are a lot of post sale activities we also have to perform to deliver the product or service. Instead of using a separate tool such as Asana or Clickup. Can a task or project management capability be built in to Pipedrive? I understand that to some, the delivery part is done by…
-
How can I set up a birthday reminder ? I tried with Zapier, but still can't do it. The problem is mo
How can I set up a birthday reminder ? I tried with Zapier, but still can't do it. The problem is mostly the year
-
Gmail + Pipedrive
Is anyone using the Gmail add-on? I saw many folks got confused about installing it! It's a Google Workplace Marketplace app (NOT an extension), so it shows under "apps" in your Gmail. I've just recorded this quick video overview of the integration. Hope you enjoy it!
-
A new way to automate manual tasks and workflows with Pipedrive. Finally landed in the Marketplace 🥳
Hi Pipedrivers! Last week, we finally got our integration approved in the Pipedrive Marketplace! Our goal is to help you automate your micro-processes and manual tasks that you do every day. And those things do add up over time! In fact, just logging CRM contacts takes 4h / week on average. Pretty insane to think about. I…
-
How do you check contact & organization social media activity and news?
I often do a scan of a contact and/or organization's social media activity and recent news prior to a call. It's a slow manual process, even though I have I have social media connections with most of my contacts. Is there a tool or add-on I could use to bring together LinkedIn/twitter/facebook/instagram etc activity as…
-
Hi, I'm new to Pipedrive. Does anyone know what is the best plugin to manage a LinkedIn outreach cam
Hi, I'm new to Pipedrive. Does anyone know what is the best plugin to manage a LinkedIn outreach campaign through PD?
-
Best Practices
Hello, Is anyone interested in best practices regarding pipedrive and Dux Soup ? Let's talk in this community. Greetz, jan
-
LinkedIn interactions (Likes/shares) into Pipedrive
Today, we manually add the name, title and organisation of those relevant leads who likes or shares our posts on LinkedIn. Do you know if there are third-party tools that enable you to scrape this information automatically into Pipedrive?
-
KVK- koppeling Pipedrive / invoerhulp
Goedendag, T.a.v. een koppeling tussen kamer van koophandel- Pipedrive, wil ik jullie graag eens raadplegen. Ik heb een paar vragen: 1) Kennen jullie marktpartijen die reeds een KVK- Pipedrive koppeling op de plank hebben liggen? 2) Idealiter zoek ik een invoerhulp vooraf: een salesmedewerker vult een relatienaam in;…
-
"Caller ID from incoming Calls" does not work if phone is locked
Hello everyone, In my Android phone, I have set up the preference "Caller ID from incoming Calls" in my Pipedrive App, to receive contact info from incoming calls. When I receive an incoming phone call on my Android (OnePlus Nord), if my phone is unlocked I get that contact info. However, if my phone is locked, I do not…
-
Anyone know how to fix the email integration properly?
As a salesperson pipedrive is a good tool that's easy to use. The email integration is so unreliable, does anyone else find this? Yesterday - working fine. Today - only importing internal emails. My colleague sat next to me - working fine. I've not changed anything on my PC. All I get from Pipedrive is clear my cookies…
-
Email automation tools on top of my Pipedrive Deals
#integrations #emailautomation #askingforadvice I am searching for an email automation tool that I can directly or indirectly (through e.g. Zapier) integrate with Pipedrive. Goal is to be able to: * set automatic email campaigns with custom triggers * use my deals / contacts from Pipedrive to send these email campaign *…
-
Outlook to Pipedrive Calendar Zap?
Hello all, I would like to create a Zap when a meeting is scheduled in an Outlook account not associated with Pipedrive to zap over an create an activity in the Pipedrive Calendar. I have tried a number of times but it's not working. Would someone have this Zap created already that they can share with me or another…
-
JOOMLA & PIPEDRIVE integration
Dear all, Please let me know if you have experience of making Pipedrive and Joomla talk? @Nirmal G. @Jennie Lau @Paul @Erhan Ercan @Scott Rich #joomla #integration