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Trouble with Zapier > Outlook email to create a person in PD and a deal
Hi Pipedrivers - I'm trying to set up a zap that will create a person and an deal when I get an email from a specific email address in outlook. I was able to set the trigger and action, but I'm having trouble mapping the data from the body of the email into "3. Create person in pipedrive" from the outlook email. Any…
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Export Mailchimp Sent Campaign to Pipedrive
Is there a way to take the data from a sent mailchimp campaign and import it to Pipedrive so that it updates the relevant emails with activity hits? We're realizing that Pipedrive isn't capturing our e-blasts we send out for those that are more of "tech touch" vs direct reach out. Talking hundreds of emails. I've seen a…
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The #1 mistake that all sales teams make
Here's what is killing your Sales Outreach: Paying EQUAL attention to every lead! You see, your leads are at different stages in their buying journey. * Some are ready to engage. * Some are passive lookers. * Some others might just not be interested. How do you create a personalized and specific journey for leads in these…
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Formula e Lead Score no Pipedrive com Integromat
Fala pessoal! Desenvolvi (a V1) de um sistema de lead score no Pipedrive usando Integrmat e Sheets. Aqui eu mostro na pratica e tb como fazer. Se alguém quiser contribuir sintam se convidados https://www.youtube.com/watch?v=wdYYNbBFImk
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Call from top of the deal
Please make available that the name is also a phone link, so you save the scrolling down.
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Registration is open! Pipedrive + Kixie Webinar on 'How to build a #SalesTechStack'
Hello dear community members, Hope you're having a great day! Daniel here from the Marketplace team over at Pipedrive! Join our Sales Ops Manager, Joe Kenny & Head of Sales, David Gable from Kixie, as they share insights that sales leaders should know when building a sales tech stack that works for every sales rep. Feel…
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Integration with Zoho books
Hi All, Does anyone know if PD can integrate with Zoho books?
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How to connect pipedrive to facebook?
kindly guide me on how to connect Pipedrive to Facebook? So I can add contacts or customers from there.
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Anyone here integrate PipeDrive with QuickBooks Desktop?
I want to know if there's a way to have a Sales Order, once entered into QBD, to appear in the Deal screen in Pipedrive, as a Note or Activity or something or other. Anyone been able to do this?
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Which payment integration to Pipedrive do you prefer?
Which payment integration to Pipedrive do you prefer?
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Working from home? What's your favourite app for Task Management?
Working from home? What's your favourite app for Task Management?
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Turn Pipedrive list view into a Asana spreadsheet.
Hi all, We are working on www.touchapp.co to make Pipedrive workflows as fast as possible. Soon we are releasing the dynamic edit mode which turns Pipedrive deal or activity view into a dynamic spreadsheet. You can then tab and make edits to fields never having to point and click just like Asana. If anyone is interested in…
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Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow a
Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow automation of an email to be sent out to the customer. However we are concerned that human error, may mean that a customer might be dragged to the wrong stage, and therefore receive and email they shouldn't. Has anyone found a…
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pipedrive sync with mailshake? @Eric Griffing
does pipedrive sync with mailshake easily? i will be sending around 10-20 leads an email a day from mailshake (automated follow ups), is it easy to sync them together? for example: mailshake will automatically send an email on Day 1 & Day 7, is it possible to setup a pipedrive funnel so i get an "activity notifcation" to…
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L'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par S
Hello la communauté Pipedrive 🙂 On fait un webinar sur l'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par Sales 🔥 Nous partagerons les techniques & astuces à mettre en place facilement pour transformer votre #CRM en super machine à prospecter 💪 📆 Au programme du 20 Juillet à…
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Remove Getaccept from my Pipedrive banner.
Can someone help me remove a redundant app from my PD banner? Many thanks
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Can caller be used with syntax to make calls?
I'd like to be able to make calls from the leads inbox using the pipedrive caller, is that possible? This is the list of Syntax options in the knowledge base: Skype call: skype:[number]?call Skype SMS: skype:[number]?chat SIP phone handler: sip:[number]@gateway.com Apple FaceTime call: facetime://[number] Default phone…
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Sales Enablement/Buyer Portal
Does anyone know/use a sales/buyer portal? I work in B2B sales where the sales cylce is 12-18 months. I'm looking for a place where I/my marketing team can publish content relevant to any deal/open opportunity. The closest thing to what I'm looking for is called Proteus Engage... Any feedback is appreciated! Thanks!
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Subscription through Webhook
I am not able to find any object related to subscription in webhook documentation. If it is not possible to receive updates through webhook let me know please.
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Disponible en version BETA : l'intégration de Google Meet avec Activités et Planificateur
Bonjour la communauté, Nous sommes heureux de vous annoncer que nous lançons la version bêta de l'intégration Google Meet, qui a été l'une des intégrations les plus demandées ici. Comment faire partie de la phase BETA ? * Commentez ci-dessous et nous activerons l'intégration pour l'entreprise liée à votre adresse e-mail…
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Solid invoicing integration ?
Hi All, Is there any thoughts on how accounting packages such as Xero , MYOB, FreshBooks, etc can talk to Pipedrive natively? Areas such as invoices and payments. One way or two ways sync.
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ウェブフォームとの連携について
ウェブフォームからの問い合わせを取引に入れる際はどのように行っていますでしょうか。 LeadBoosterのウェブフォームを使うので問題ないでしょうか。
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Persona + Participants fields on an automated document
Hi! I am trying to create a document from Pipedrive deals. The challenge is that I need to use the Persona fields and the participants fields on that document. I have seen that with Smart Docs I can only use the person fields. Do you know if Panda Doc or any other Doc app can help me use Personas and Participants data…
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Is syncing certain fields across deals, people and/or organizations something you need?
I started this integration for HubSpot (over there they are crazy over wanting a sync'ed field configuration feature). I don't know if this is a need in Pipedrive as well? Basically the idea is the following: Change in Person source field -> syncs it to the Deal source field (so they both match).
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Trigger option in integromat only in deal changed to WON
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Android SMS's automatically recorded in the clients file - is this possible please?
I need to keep records of all my client communication, and so far the only thing that isn't recorded automatically is SMS's. Is there a way to set up an integration that when a client sends me an SMS it is automatically recorded in their file? It would be great if it could also track the whole conversation (ie my replies…
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Getting new deal notifications from Pipedrive Forms through Automate.io
Hi everyone! I've set up Automate.io to sent notifications to my Discord server for every single event. This is working great for deals that are created manually, but for some reason, deals created by forms are not pushed. To solve this, I added a new bot that only works with 'new deals', and that's working fine. I think…
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Website Form (Embed and capture details)
Is there a way to track forms on a website, especially with tag manager? We build hundreds of website using SilverStripe and are hoping to have clients forms which are built within the CMS tracked easily. With other systems we could just copy and past a piece of code and in the finish text/code of the form. This way we can…
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hello all, I would like to ask you if there is a way that the active ticket that a client has on fre
hello all, I would like to ask you if there is a way that the active ticket that a client has on freshdesk could be displayed on pipedrive as well. Thank you
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Mitarbeiter hat das Unternehmen verlassen, eMailadresse muss gelöscht werden, wie behalten wir die D
Guten Tag, ein Mitarbeiter hat unser Unternehmen verlassen, nun besteht ein Zugang zu Pipedrive mit seiner eMailadresse und er hat auch Mails etc. in Pipedrive gespeichert. Nun muss seine eMailadresse gelöscht werden, wie kann man alle Daten in Pipedrive speichern bzw. auch nach dem Löschen der Adresse noch aufrufen?…