I would like to synchronize the tasks from the PipeDrive Activities with (1) Microsoft To Do and (2) Apple Reminders. Reasoning: Two of the most important principles of self-organization are: (1) Tasks are not appointments/events and appointments/events are not tasks ⇒ Tasks therefore belong on the To-Do list / in the…
We have a client who uses the old process of mail merging, they wish to continue mail merging but ideally move away from the classic Excel & Word process. Is there a current workaround/integration for this to happen within Pipedrive or is this something I can request as a feature for the roadmap?
Hi, we are developing a custom application and use Pipedrive as underlying CRM management. We use the Pipedrive API to communicate / update data. Naturally, we have separated sandbox (test) and production environment. In our custom application we refer to the deals in the stages via the stage id. The problem we have now is…
I was syncing my Pipedrive account with my Google Workplace calendar and suddenly all my Pipedrive activities have disappeared. My boss also tried to sync and lost all of his preexisting scheduled calls on his Google calendar. How do we recover these very important pieces of data?
Will You Be Integrating into Click Up?
Working from home? What's your favourite app for Task Management?
Hi There, We are looking into the possibility to use Pipedrive for sending quotations but are running into a problem with designing them. The create a document template has very limited design features and we can't find a way to make it look how we want it to look. We just want a nice looking pdf document with custom…
Hi we have started using pipedrive and are impressed. Is there a decent invoicing app that would work seamlessly with it, so we could create a quote withing the CRM and send it to the client and also track payments? thanks
Hello, We're looking for a way to show our expenses within a deal. For example: Deal XYZ has a value of 7000€. Expenses are 2000€ for Marketing, 500€ for merchandise , and a 300€ service-fee. We'd like to be able to add those expenses to the deal and have a final value visible somewhere. Any idea how to do that? I found…
Estimating in pipedrive? Do you use estimating software or just go straight to a proposal? Also is there a way to notify estimating they have a new job waiting.
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