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Can Pipedrive be integrated with LiveVox?
Does anyone here know if Pipedrive can be integrated with LiveVox?
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Send LinkedIn Messages From Pipedrive
Hi. We are currently using Leadjet for LI integration. We have no issues with contact syncing. We are looking for an easy way to send contacts linkedin messages directly from within Pipedrive - rather than having to switch out to LI. I have heard Duxsoup may do this. Does anyone have any recommendations on PD to LI…
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Google Ads tracking for Pipedrive forms
Hello. We manage Google Ad campaigns for a client and they want to embed Pipedrive forms into their website. This will replace their existing Wordpress gravity forms. We currently have Google Ads and Google Analytics tracking codes on the success/thank-you page that loads after a form is submitted. This allows us to track…
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Facebook&Instagram comments
Hello everyone Can I upload Instagram and facebook comments to my pipedrive system as a lead? Or wouldn't it be nice if there was such an option. Best Regards
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Can I not model product subscription revenue in Pipedrive?
Here is the scenario I am working with: I am using Products to represent software licence seats. These come in different tiers: Gold-tier licence: $1000 / user / year Silver-tier licence: $750 / user / year Bronze-tier licence: $500 / user / year Our customers typically commit to terms of 3-5 years up front, but the…
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TIMELINES.AI AND OTHER INTEGRATION
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in the agreement. You can send automatic whatsapp messages to customers who apply to you and increase your sales. My company, which made 70 won…
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Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
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Can Grasshopper (phone call app) be connected to Pipedrive???
Hello, I currently have a 1-800# through grasshopper that I use to to call prospects. Right now I pull up the deal in pipedrive and then manually dial it into the grasshopper app. can grasshopper be integrated into pipedrive so that I don't have to manually dial anymore?
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Solution for Calendar Conflicts
Morning, I have started using the booking app in Pipedrive. However, I have second company that uses Calendly. I can add a second Calendar to avoid conflicts in Calendly, but is it possible in reverse, so the booking app in Pipedrive recognises when I am booked in my second company? Solutions and workarounds appreciated!…
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Elevate Your Sales with the Stripe Connector by AppMonks for Pipedrive
The Stripe Connector by AppMonks seamlessly integrates Stripe invoices, payments, and contacts into Pipedrive, simplifying your sales operations and allowing efficient management of financial data within Pipedrive's user-friendly interface. Furthermore, Stripe Connector by AppMonks synchronizes your Stripe contacts into…
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Is it possible to create Google meet link automaticly from Pipedrive schedler?
I use Pipedrive scheduler to create appointments with customers. Appointments goes straight to my Google calender, but it doesn't create Google meet link automaticly. You have to go to your calender and add separately Google Meet link. Is there some settings that I should check or is it even possible?
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Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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Need to identify document attached to deal
I need to identify certain documents inside a deal. Like: Drivers License, Signed Contract, Insurance certificate, etc. Pipedrive by default allows me to upload files but beyond the description I cannot select what type of document it belongs to. I need to have this identified to later send through an integration to the…
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How to connect LinkedIn to Pipedrive and streamline your sales process
Yesterday, I felt inspired to write this article about LinkedIn + Pipedrive automations. https://www.bardeen.ai/posts/linkedin-pipedrive I've highlighted the common workflows and apps that help you sync contacts and companies directly LinkedIn. Hope this is helpful! If you have a cool use case or app that I didn't cover,…
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Microsoft Teams Phone system integrated to Pipedrive?
We use MS Teams for both collaboration and as our phone system. Can I configure teams as the default calling app?
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Api for requesting person's permissions for subscription
Hello. I need to automatically ask a person to agree or not agree for marketing status as SUBSCRIBED. I know that it's impossible to set this status through API without sending email to a User. So, I need to call some Pipedrive Api endpoint to force the Pipedrive to send email to an User. And if an User will agree,…
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integration with kajabi
Hi pipedrivers! I've integrated my pipedrive to my kajabi account but it doesn't work, some one have experienced the same or can give me some help with this? All the best
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Authentication for each user
I have created an app for Pipedrive, when Admin Installs the app, all team members can access it. Is it possible to add OAuth 2 Authentication for each team member? They will come to my website and I will provide them access tokens to use my app on the Pipedrive dashboard. (basic oAuth 2 flow, for getting access token)
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Has anyone got an Integration working between Workplace by Meta and Pipedrive?
Hi, We use Workplace by Meta for our internal comm, which is similar to Slack. I'd like notifications to be pushed via it's chat facility (which is basically the same as Facebook Messenger). Has anyone seen or heard of any integration between Pipedrive and Workplace? Thanks
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Exchange Server with Certificate Authentication?
Our company is currently exploring possibilities to enhance our operational efficiency by integrating our Pipedrive CRM system with our Microsoft Exchange Server. However, we have a specific requirement in terms of authentication – our company utilizes certificate-based authentication for security purposes. Given your…
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How to send an automatic whatsapp message
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
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Want to create a customer facing portal and integrate with pipedrive. Has anyone already done it?
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How should the ideal integration with Whatsapp work for you?
Hi people! I am Kyrylo from the TimelinesAI team. We have created a tool that enables teams to collaborate on the communication with clients from Whatsapp. We’ve figured out that often our users would share the links from our tool into their CRM to make it accessible by the rest of the team. So we're considering a direct…
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Webhook triggering in a loop
I am setting up a scenario in Make.com where in Pipedrive when a deal is updated a webhook is triggered. The scenario works fine when I test it and click run but when I turn it on it triggers in a loop every few seconds. Why is this? Is there a bug or do I need to modify a setting?
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Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
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Questionnaire évaluation
Bonjour, Je suis formateur et voudrais envoyer automatiquement à mes participants des questionnaires pour évaluer leur satisfaction après une formation (avec relance automatique à ceux qui n'ont pas répondu au bout de 10 jours). J'ai qu'il y a plusieurs intégrations possibles. Qui parmi vous a eu d'expériences…
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Pipedrive - Netsuite Integration
Does anyone have experience or a recommendation on how best to integrate Pipedrive with Netsuite? We intend to use Pipedrive of our system of record for lead gen, but would like to upload to Netsuite when deal reaches a certain level of maturity/confidence for finance visibility.
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Can Pipedrive be integrated with Salesforce?
Can Pipedrive be integrated with Salesforce?
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SmartDocs feedback
I am having the issue with SmartDocs that when a text box is inserted the size of the text box is not adjustable. Once you click on the box and input text, the box expands and does not shrink back down which is running into other text boxes as well as covering information on the document the text box is added to. Any one…
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Pipedrive API: Error 401 Invalid token too often
I try to integrate Pipedrive with Zapier to run my own Automation. I use following API https://api.pipedrive.com/v1/filters unfortunately I got many times response: success: false error: Invalid token: access token is invalid errorCode: 401 error_info: Please check developers.pipedrive.com But sometimes I got OK response…