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Feedback sought for new Gmail sidebar
I'm looking for feedback on the UI for our Gmail sidebar. All comments welcome, especially negative (gives us something to improve). Cheers
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How J’achète en Espagne Used Automations to Increase their Revenue by 20% 🤖 📈
By integrating Pipedrive and Zapier and setting up workflow automations, Spain-based real estate franchising network J’achète en Espagne increased their revenue by 20% in the second half of 2019! Read their story to learn their secret 🔎 🧠 🔔 Be sure to follow Automation and Apps and Integrations to stay up to date on these…
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Does my VOIP from MS Teams work with the caller?
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Account Executives, would love to get your feedback on a product a small team and I are working on 👋
The main paint points we’re solving for are: * Jumping back and forth from your email to multiple different tools to keep context on your email conversations with prospects (e.g Excel, Notes, Trello, Airtable) * Spending hours on following-up with active deals in your pipeline, which sometimes causes you to miss follow-ups…
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Xero Integration
Hi, Are there any plans to be able to have multiple Xero companies connected to your Pipedrive account? We manage multiple brands and currently I can only use the invoicing flow for one of them which is a bit of a challenge.
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Is it possible to export all audio records created with the Caller? Would love to use them for team
Is it possible to export all audio records created with the Caller? Would love to use them for team training and review.
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whats-app integration with Pipedrive ? can anyone help with this ?
whats-app integration with Pipedrive ? can anyone help with this?
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Zapier Automation Add Activity to Lead Object
When I am in Zapier and looking to create a follow-up activity based on the lost reason I want to set up a follow-up activity within 6 months on the new lead created. I am unable to create a new activity and tie it to a lead in the Zapier options. I have tried to link it to the lead ID and that does not work. I was going…
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Pipedrive --> WhatsApp Integration
Hi Community! Our platform, Quickdialog, allows user to manage conversations from email, social media and messaging apps directly from one platform. We've recently build an integration with Pipedrive for the WhatsApp channel ( other channels in the Pipeline!) and would love to get feedback from Pipedrive users on whether…
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Filter Visibility and Xero integration
The option when creating a filter for it to be visible to others is greyed out, do you need to change something in the user settings to change this. Also trying to implement Xero, when entering an invoice it doesn't seem to bring up the supplier in Pipedrive. Also can you enter sales and purchase invoices in Pipedrive?
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Unleashed API
HI There, I'm trying to integrate my Pipedrive with Unleashed. They have an API available but their support team came back with the below. I'm not sure how to go about this. Any help would be greatly appreciated. Thanks
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Integration
Does anyone have any experience integrating Pipedrive with Sage Intacct?
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Create a Lead (not a deal) from lemlist
Hi, I would like to create a Lead on Pipedrive when a lead from lemlist clicks on a link and make a call activity, I have zapier but couldn't find anything like this. Can you help me?
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Alguma novidade ou previsão dessa integração?
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Zapier -> upload files to GG Drive
Hi Pipedrive Community! My problem: We generally attach several files per deal. But then when we want to take them back Pipedrive does not allow to upload them all at once, but only one by one. So when a deal change of pipeline stade I would like to send at once all the attached files of this given deal to GG Drive. I…
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Mailchimp to Pipedrive failling to add the organization
Hi, I created a zap in order to automaticaly creat a new contact in Pipedrive whenever a new person is added to a specific MailChimp audience. The zap is working as intended except for the organization part… All the other informations are in the Pipedrive contact but the organization. I also have a zap between gsheet and…
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I want to create a trigger in Microsoft Power automate on activity webhook of pipe drive, Can i get
I want to create a trigger in Microsoft Power automate on activity webhook of pipe drive, Can i get any help for the same?
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Pipedrive contact form - phone number validation?
Hi! So we bought and integrated on our website the embeddable Pipedrive contact form. However, it seems possible to just enter a random number in there and send the message. Would it be possible to validate it as a phone number somehow to make sure if it's at least more or less a correct looking one?
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What are you using for web forms? And are you 100% happy or are you missing a feature or two?
I'm guessing many of us here use Pipedrive's own web forms or Gravity Forms. Any other popular form solutions in use? And if you could change one thing about your current solution, what would this be?
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Beta testers wanted: new version of Xero and Quickbooks integration
Hi everyone, We've been making some big improvements to the Invoicing integration features with Xero and Quickbooks, making it easier for you to create invoices using Pipedrive products, creating and linking contacts, and giving you the option to pull in aggregated info and invoices created in Xero or Quickbooks. Right not…
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Hello! Can anyone suggest how to automate the creation of leads when a new email is received? Email
Hello! Can anyone suggest how to automate the creation of leads when a new email is received? Email sync and Email linking to leads and deals is enabled, but leads have to be created manually
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What is the best integration with Pipedrive to generate a Quote and eSignature ?
Hello Everyone 👋 I hope you're fine. Just a little question, what would you recomand between PANDA DOC and GetAccept if you need to integrate quote and Esignature with your deals ? If you know another good solution, which one would it be ? Have a great day ! Stay safe, stay home ;) Alexis
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GetAccept vs. PandaDoc
If you have tried both of these integrations, I would love to hear some pros vs cons. Thanks,
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Does anyone know how to integrate your WIX Inbox (from their Ascent platform) to Pipedrive?
Does anyone know how to integrate your WIX Inbox (from their Ascent platform) to Pipedrive?
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Finding an experienced Pipedrive Linkedin consultant
If anyone has a recommendation, please post it. Thanks. Ed
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Synchronize your Pipedrive data with ActiveCampaign, both ways in real time with just one click! 🖱️
Hi! 😊 I'm building a new software service that might be interesting for you, guys! 🤝 I'm a software developer with few years of experience in data integration for sales and marketing people like you! Recently I have discovered that there is a lack of simple service that allows you to easily synchronize your CRM records…
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Wanted: developer feedback about App Extensions (upcoming and existing)
Hi! Firstly, I want to thank all app creators who have implemented any of our App extensions - be it panels, basic actions or the latest addition, embedded actions. This has hopefully improved the app usage experience of our mutual customers. To anyone who hasn’t utilized those possibilities in their apps (yet) - I…
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Video call integration with Scheduler (Zoom and Microsoft Teams) - Beta release
Update: We have released this feature to all paying customers of Pipedrive now (6.05.2021) Dear Community members! We're pleased to let you know that the Pipedrive Scheduler is now integrated with video calling (Zoom and Microsoft Teams). * Set up Scheduler meeting links (general availability, pick times) with Zoom/MS…
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Popular SaaS software integration with Pipedrive.
Popular SaaS software integration with Pipedrive.
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Webinar 16.6.2021 : Pipedrive embedded apps and how you could use them
Hi! Greetings from your Pipedrive partner Zimple! (wwww.zimple.io) Do you know how to use Pipedrive applications to make your own integrations? Would you like to have an easy, cost-effective connector between your key systems that brings you the data you need? If you are tired of manual data processing between Pipedrive…