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Vilket marketing automation system passar bäst ihop med Pipedrive?
Är det någon som kan rekommendera ett marketing automation system som lirar bra ihop med Pipedrive. Kommer tidigare från HubSpot världen där jag använt Sales- och Marketing Hub Pro. Jag funderar på ActiveCampaign och tar gärna feedback både gällande ActiveCampaign och andra system.
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Pipedrive & Microsoft Access Connection
Is it possible to connect Pipedrive with an existing Microsoft Access system which contains existing data? We will need to use the two softwares together to carry out all of the functions we require. Does anyone have any experience with this or with connecting the APIs please? I have looked on the Developers' Corner but…
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Custom Fields for Zapier different in Leads and Contacts
Hi Folks, is it true, that NO custom fields from lead show up in Zapier (create lead) but for contacts (create contact) it does? Thx. Karsten
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We want feedback to our new app, that tracks job changes and monitor emails
Hi Pipedrive community! I would like to hear feedback on the app (https://marketplace.pipedrive.com/app/champlist/d0cbc932d68db9a2), which I built as a fan of Pipedrive. I use Pipedrive for a long time and I decided to leverage the environment and start building features directly in the app. WHY did we decide to develop…
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August's New Apps Spotlight!
Check out the 5 new apps featured in this month's App Spotlight. * Text Request - allows you to text contacts directly from Pipedrive and sync message history. * Autopilot - allows you to switch ON targeted email marketing, automation, pop ups, analytics and dashboards. * Rafiki.ai - helps you understand how customers are…
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Chatbot integration with Slack
We were using a chatbot called Chatlio on our website. We really liked the slack integration so when someone started interacting with the chatbot we got a notification in slack and could conduct the conversation through slack. Has anyone managed to do this type of integration with the Pipedrive chatbot? I love the…
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How To Print A Simple Check Register?
To get the desired results, follow the steps given for the printout of a Quickbooks Check Register. * Go to the QuickBooks Online Accounting tab first. * Go to the Account Chart then. * Next to the registry you want to print is a View Register. * If you feel necessary, you can filter or sort the list. * Then select the…
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Seeking Advice: Using Zapier to create contacts and deals in Pipedrive
Hi All, I need a bit of help here please. I'm trying to build a Typeform - Pipedrive integration using Zapier. When a prospect fills in the Typeform for then I want a contact and a deal (with that contact associated) to be created. I can create a contact and I can create a deal but I can't seem to work out how to link them…
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Best native integration for email marketing
We have a set of automatic emails set up how do we stop the automatic emails once a response has been received to one of the emails . We work off one pipeline at the moment but would like to move emails that have been responded to to another pipeline for more attention and allow the non responsive email to continue its…
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How to push a Pipedrive insights chart to a Slack channel
Hi PD fans! Can u help me with tips how can I push/visualize a PD insights chart to a Slack channel? e.g. this one.
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Klenty Activity to Trigger Pipedrive Automation Task
I use Klenty for my email marketing and have the two platforms synced. I'd like to create a task via automation when someone has clicked an email link 3 times and opened any email 2 or more times. I can't seem to navigate this as an automation. Is this possible? Thank so much for any help or guidance. bh
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Google Meet integration with Activities and Scheduler (BETA is closed)
Update (15.07): Thank you all for the overwhelming response to the BETA. We are excited to let you know that we are enabling the feature for all customers, so we're closing the BETA. Until next time! :) Dear Community, We're excited to let you know that we are opening up beta-rollout of the the Google Meet integration…
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Has anyone integrated PipeDrive with Big Commerce?
What does it accomplish for you? How did you do it?
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📽️ Webinar | Pipedrive + Kixie Webinar on 'How to build a #SalesTechStack'
https://www.youtube.com/watch?v=jfC_sgzB5LUIf you were not able to catch the live webinar last month, or just want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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Market App Reviews; Why so few?
I'm still new to Pipedrive (using it since early 2021) but why are there not more reviews of the apps for Pipedrive? It's hard to decide whether to invest the time in an app or not. I need a simple electronic document signing app integrated into Pipedrive for real estate agreements. Not a lot of love for the DocuSign app.…
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Wishpond Integration Error...
After plugging in API, Wishpond is giving an error about integration. I've gone back and forth with their team for a few weeks and they verified the API is working, but says it's on Pipdrive side. Has anyone had similar issue with this and what's the best solution?
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Integration with CRM
I use Hubspot for email generation and tracking. How do I integrate Hubspot and Pipedrive?
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NZ Pipedrive users: SMS question
Hi wondering if anyone based here in NZ is using an SMS tool you could recommend for 2-way-synced campaigns from Pipedrive?
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Invoicing via Pipedrive directly (connected to quotations in templates)
Hi all! I would like to invoice directly from Pipedrive. Now, I send quotations via pre-build templates. When a deal is accepted, I would like to send an invoice automatically to my customer with all products that are agreed on in the quotation. Finally, I would like to export the invoice directly to my administration…
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Xero Integration - Invoice Only Role
It would be great if the XERO - Pipedrive integration would work for XERO users that are Invoice Only "https://central.xero.com/s/article/Invoice-Only-user-role". This integration currently only support ADVISOR and STANDARD users. Most Sales Rep have access to Xeros only to create invoices. It does not make sense for us to…
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How do you automate your sales workflow?
How do you automate your sales workflow?
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Tracking zoom attendee lists in PD in a custom field
Hi PD Community, We run learning sessions where our members can register for a learning session with other members of our community. We ask that attendees register, and from there we track which learning session they attend. It helps to understand which sessions are most useful for them, what they find interesting and…
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[Survey] How do you use Whatsapp in your work with clients?
Hi, people! My team and I are working on a way to improve the sales team`s efficiency on Whatsapp. Specifically, we're developing the automatic Whatsapp to PipeDrive integration. I'm looking to find out how you use Whatsapp in your work now: for lead gen, sales, account management, long-term customer relations, etc. Please…
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Hi All, we are moving our systems and using Pipedrive as our main CRM. Our Pricing is quite extensiv
Hi All, we are moving our systems and using Pipedrive as our main CRM. Our Pricing is quite extensive and takes lots of variables into consideration before producing a number as its for property inspections. We have had to create a custom web app to calculate the price outside of a deal but would love to have an…
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Automatic emails in workflow automation
Hi Everybody, I have the following case: * My Pipedrive is connected with my Gmail * I divided our pipelines in "Hunt Sale" and "Organic Sale" * Organic sale = A potential customer that creates a trial account on our website without us knowing him/her * They appear in Pipedrive automatically (one of our developers built…
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Different Automations for deals in different localities
Hi, We have a Contact Forms 7 form on our WordPress site with CF7 Pipedrive Integration. When a lead submits the form, the integration creates a deal in Pipedrive, and the prospect gets an email. We'd like to have one email go to international leads and a different email going to leads in the United States. Is there a good…
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‘’It’s getting harder and harder to book meetings with prospects’’
This is what Patricia - a Pipedrive customer, discovered when they started doing Outbound. Patricia works as a sales rep in a SaaS company called Customeer which does Marketing Automation. They wanted a tool to scale outbound. A tool to automatically take prospects from : Unaware->Aware->Interested->Nurture. After trying…
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Xero integration
When using Xero integration and linking contacts that exist on Xero's side, the contact info should not be overwritten. This could allow billing options to be properly added to organisations, or, not force this overwriting of data.
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QuickBooks Integrations - What are you using?
I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting. I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else? I’ve…
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カレンダーの同期について
はじめまして。 Pipedriveの初心者です。 現在導入直前でテスト的に利用しています。 office365とカレンダー同期をおこなっているのですが、office365で設定されている予定がPipedrive上では電話として登録されてしまいます。 原因と対応方法がわかりましたら教えてください。