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Looking for booking system solution
Hi! we are looking for a solution where the process is following: * Call centre is calling our leads * They then put a slot in google calendar for meeting * Our sales then handle the meeting However, there is a lot going around - reminder emails, sms, follow ups after calls I am looking for a solution, where we could…
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Calendar Sync - Exchange
Cannot get my company Exchange calendar to sync with PD The email was simple and worked great, but the calendar no so. Any suggestions would be great.
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SAP business one
its there any integrations among SAP business one and Pipedrive?
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Integration SAP Business One with Pipedrive
Is anybody using this integration SAP Business One with Pipedrive? https://www.appseconnect.com/sap-business-one-pipedrive-integration/ Does it do what you expect? Happy with it?
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[Advice] WPForms->Zapier->Pipedrive. Multi choice mapping issue
We have a WPForms that has a multi-choice dropdown field. We would like to map this into a Multiple options field in Pipedrive. The Pipedrive field has the same options available as the multi-choice drop-down that the form has; despite this, I can't get the data to pass through into Pipedrive. Am I trying to do the…
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Advise on JIRA Integration
Hey, Has anyone got integration to JIRA and are able to share some use cases? We are looking at options so that we can manage customer-related activities from Pipedrive in our team workflows on JIRA. Thanks Jake @Marketplace Apps @Pipedrive Integration
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Facebook Lead Ads to Pipedrive cannot add person details
hello community I need your assistance. I am running Facebook lead ads campaigns and collecting some deal-related information and person-related information ( email phone etc). However when I create a deal I cannot push person-related info. I may either create a deal or a person, but how can I merge or create all of them…
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How to get complete address of contact into Zapier
I'm trying to get a contact's address in Zapier to integrate with Lob and send them a postcard when a deal hits a certain stage, but the address does not include the zip code. Zapier doesn't see custom fields, so I can't get it that way, either. Has anyone had success with getting a complete, usable address out of…
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What's the best click to call dialer for Pipedrive ***THAT HAS A FULLY FUNCTIONAL MOBILE APP AND ALS
We've been using Kixie, and it predominantly works fine as a chrome extension, aside from bugs that continually require us to "refresh". But their mobile app is just utterly unworkable. I'm using it on an iphone 12 mini, and to dial out, I have to first delete the app, re-download, and then it only works a couple of times…
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API Token/ key on deactivated accounts
Hi all, Does anyone know how to get the api token and key for deactivated users? Thanks in advance
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🏆 🇺🇸 Success Story: How a sales engagement platform cracked a new lead source
https://pipedrive.hubs.vidyard.com/watch/WTKVWFGiWounv8awZb75PF?⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. Watch the video, where @David Gable from Kixie tells us how his sales team went from relying on inbound leads to becoming what he calls “outboundish” by leveraging their…
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Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automat
Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automation would you use it?
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New posibility with Zapier integration
When my sales team identify a B2B customer employee have changed job, they delete them in Pipedrive. I would like to be able to make a zap in Zapier where people deleted in Pipedrive are unsubscribed our email lists in Mailchimp. I assume I'm not the only one within the B2B market, which could use this feature?
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Help with finding an activity amongst many...
Hi there, I'm wondering if anyone has a rock-solid way of finding a specific Pipedrive activity from a Zap or if there might be a bug stopping me from doing it? The problem: there are activities being created across multiple deals which usually all share the same subject but I need to be able to pinpoint and find just one…
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Sales Meeting Ideas: Topics & Agendas to Motivate your Team
Sales meetings are essential for any sales operation. But too often they are seen more as a necessary evil than an opportunity to improve. Be sure to make the most of your meetings by effectively planning each meeting and motivating your sales teams. Your reps will be excited and ready to contribute to your sales meetings…
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Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure
Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure that every call becomes a lead. We developed the automation between TalkDesk and Pipedrive so missed calls are converted to activities but we wanted to go to the next step and automate this procedure of creating leads out…
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Caller reporting
Hi, i am curently trying Caller for Pipedrive and something is a bit disappointing. I would like to set reports on sales performances. Eventually, i would like to know how many minutes they have spent calling prospects with Caller. How many calls they have performed and how many prospects they have been able to get over…
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Quotes and invoicing tool
Hello Pipedrive! My consultation is pretty straight forward. It would be great to have a tool that helps us create costs and budgets with all the information that we have already included in our database. In other words, several tools in one. One that can help us to prepare costs (using templates), another that would…
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Organisation & Person Owner Sync
Hi, I'm using a Zapier to keep our organisation and person owners in sync. A workflow from Pipedrive triggers an email to be sent to the Zapier Email Parser which in turn finds the person associated to that organisation and updates the owner. The issue I have is when the organisation has more than one person associated to…
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Proposals, Invoicing and PD
I also am looking for add-ins to manage proposals and invoices from the deals we have in our pipelines. Has anyone had any experience and success doing this. I am considering Better Proposal and Quickbooks or xero but have not linked them to pipedrive yet. For tech support - are there any examples of customers linking…
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Proposal, Invoice and PD integration
@Smart Lotto Administrator I am looking for add-ins to manage proposals and invoices from the deals we have in our pipelines. Anyone had any experience/success they can share. We currently use Dolibar for proposals which is more of an industrial ERP and too clunky to consider trying to Zap - looking to change. I am…
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Morjens Suomen Pipedrive-yhteisö!
Moi! Sain mieluisan roolin, kun pääsen antamaan vauhtia tälle Suomen Pipedrive-yhteisölle. Täällä onkin jo mukava määrä porukkaa! Minä haluan kollegoideni kanssa auttaa parhaimman osaamisemme mukaan teitä Pipedriven haltuunottamisessa ja tehokkaassa käytössä. Olen nyt noin kymmenen vuotta tehnyt erilaisia…
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Supportbee
HI, We want to use a simple technical support ticketing system (email only). We have found Supportbee as a possible solution. Can someone explain their experience with this app? Thanks!! Daniel Núñez Hola: Queremos utilizar un sistema sencillo de tickets de asistencia técnica (sólo correo electrónico). Hemos encontrado…
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Pipedrive Video Integration?
Hello all, I am new here. Can you suggest a Pipedrive-Video integration where I can embed Videos to emails campaigns in Pipedrive and then track video analytics as to how many people viewed the video!
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Verabschieden Sie sich vom manuellen verknüpfen von synchronisierten Aktivitäten!
Was wäre, wenn ich Ihnen sagen würde, dass die Aktivität auf dem Screenshot unten über Google Calendar Sync eingegangen ist und Kontaktperson/Organisation/Geschäft automatisch verknüpft wurden, ohne dass eine manuelle Eingabe erforderlich war? Schwer zu fassen, ich weiss :) Aber es ist zu 100% wahr - versprochen!…
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Help with finding an activity amongst many...
Hi there, I'm wondering if anyone has a rock-solid way of finding a specific Pipedrive activity from a Zap or if there might be a bug stopping me from doing it? The problem: there are activities being created across multiple deals which usually all share the same subject but I need to be able to pinpoint and find just one…
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What would be the feature on Pipedrive that would save you loads of time, but it's not (yet) availab
What would be the feature on Pipedrive that would save you loads of time, but it's not (yet) available?
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How to link your custom contact form without Zapier.
Looking for Integration of your forms (CF7, Planso, WPforms,...) on wordpress with Pipedrive? Advanced Form Integration plugin on wordpress allows you to integrate your usual contact forms with Pipedrive CRM. When a user fills a form on your website, the plugin will send the data to your Pipedrive account and create…
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Zapier Lead creation, cannot finalize it
Hello trying to create a lead in the lead inbox with Zapier. The leads are coming from Facebook Ads, however it says "Neither an Organization nor a Person were provided. One of them must be provided in order to create a lead." Also, I am filling both company and person field but still didn't work.
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Slack Channel Messages and Automations
Hi, I am trying to update a slack channel when a deal moves along our pipeline. This works fine if I am an owner, but not if anyone else does it. And yes, I have set it to be triggered by any user. Seems like a bug to me? Nothing wrong with the automation as it works when I do it... and the other standard automations like…