I have been trying to find a decent way to send SMS messages with Pipedrive, but Im not satisfied with the pricing for the tools that allow you to send texts and the price per text I've used Twilio a lot and I love Twilio Studio. So I figured out a clever way to user Pipedrive activities, Activity Filters, Twilio and…
How do I integrate Google Workspace Voice to my Pipedrive account? I'd like to use the click to call feature and have the call date/time and duration logged into Pipedrive.
I have integrated the Contact Form 7 plugin with Pipedrive, configured all the relevant feeds for each form but an entry has not gone through to Pipedrive as expected. There have been successful results, but I need to ensure this is the case all the time. The support for CF7 is very limited and you can't contact them for…
Hello, I'm currently using Aircall for my call recording / tracking app. Unfortunately, our number is now being marked as 'likely spam' by most carriers. A few notes: We do not have high call volumes (only about 1000/month) Even new aircall numbers are marked as spam The aircall number is not associated with our business.…
Hi Pipedrive community! Is it possible to automatically convert a contact person into a lead when a meeting is booked via the scheduler tool? Or do I need to use another tool for automation, such as Zapier?
Hello, I have had a couple of meetings with third-party apps for client forms and document management. I'm having an issue finding the right one. I aim to send the client a link with a form for them to fill out. It is also possible for them to upload documents. I want the information to link to Pipedrive and fill it in a…
Hello everyone, I want to send an automatic whatsapp message when the application is received. I am using twilio and timeline applications as whatsapp integration. I need someone who has an extra solution suggestion or can help. Best Regards
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
I want to create a work order form per deal populated with various custom fields we have in Pipedrive. The form needs to have a yes / no response which updates a corresponding field on the deal in Pipedrive. All the forms I have looked at are for gathering information to add to PD, we already have the information in PD and…
These leads are for the same organisation and are being generated roughly every 15 minutes. Screenshots attached.
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