Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
Hello We are an IDP vendor with support for pipedrive for a while, and recently we see that our SAML Response is not accepted anymore by pipedrive Is there any change in the SAML requirement? The KB is empty on any technical informations regarding the SAML Response requirements.
When selecting to create a new document, PD opens a new tab, I see a Google login briefly with a spinning ribbon and then back to PD. It only started doing this a few weeks ago but it's very annoying. I have tried logging in and out of Google Drive and Google and disconnecting and reconnecting it to PD but nothing changes.…
I’m trying to use the itemSearch to get all companies with a custom field of the "multiple options" type, but the request is returning no results. How can I search for companies that have a specific option set in a custom field of the "multiple options" type? For example, the custom field name is "category" and it has two…
Every Pipedrive/Xero customer has differing requirements when it comes to the data that flows between the two systems. What triggers the data flow? Is it a batch process, or instantly for every change? What data is transferred? And in which direction? It’s almost impossible to find a direct integration that covers 100% of…
Why is Pipedrive ending it's Xero integration? Why is it giving such short notice? They are offering an alternative to link to Xero called "Make", another third party risk for your data. It has been an integral part of Pipedrive for me, and I am really quite annoyed at the way it can just be withdrawn without an apology.
Ciao a tutti, qualcuno di voi ha provato Outfunnel?
Hi team, My clients want to integrate SMS/MMS/Calls within PipeDrive itself. The provider would need to allow for MMS within Australia (some don't). SMS/MMS: A chat interface within PipeDrive to see conversational threads with customers that include the SMS/MMS history in one place. or, an external interface that handles…
Current Situation: Currently, we often call customers without creating an activity, which complicates tracking for the realization team. However, it is crucial to track that someone made a call to the customer. Requirement: We need a changelog in the customer details that records calls made via the button in the mobile…
I have created a few automations in Power Automate which integrate with Pipedrive. I am finding the only dynamic fields available are the standard ones that are originally there on Pipedrive, not the data fields that our team added to our Pipedrive afterwards. Is there anyway to make Power Automate capable of pulling these…
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