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API Token is not Valid
Hello. Our web developer is trying to use our API to integrate our website contact forms with Pipedrive, but when the API and Pipedrive URL is entered into the integration settings, he gets the error API Token is not Valid. Has anyone else come across this, and know how to resolve it? Thank you
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Sales Process Tip: Give Your Sales Team an Unfair Advantage with Turbocharger 365 Day Tracking & Ale
We are excited to announce that Turbocharger 365 Day Tracking & Alerts is now available on the Pipedrive Marketplace. This simple addition to your sales process will help you Sales Team close more deals every month. Similar functionality for other CRMs costs thousands of dollars a month. The same powerful technology is now…
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Automate set for specific weekdays
I am looking to set up some more automation, but I need help with a piece of it. I do certain work on certain days. Is there a way, if I use automation to create activities for me, can I set them to populate on a specific day of the week? Not just "3 weeks from now" but also "on a friday" or something of the sort. Thanks
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Try the Customizable Whatsapp to PipeDrive integration
שלום חברים הוספנו אפשרות של סנכרון הודעות וואטסאפ לקונטקט בפייפדרייב + אפשרות שליחה של הודעות וואטסאפ מפייפדרייב עצמו מצורף הסבר מפורט יותר לנושא באנגלית אתם מוזמנים להרשם ולהתנסות בברכה צוות www.timelines.ai Hi people! Several months ago, we made a post about the WA<>Pipedrive integration that my team and I were working…
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Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)
Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET! Join our Roundtable every 2nd Friday where we share tips, insights and help each other with our different use cases! Friday, every two weeks, we get together to improve our Pipedrive Skills! For an invite, send an…
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Bulk update columns with value of another column
Hi. I am very new to Pipedrive and our team has (4 days ago) made a migration from Salesforce. We created a column to capture the original Deal Date and now we want to update the default "Deal Created" date in Pipedrive with the value from the column we created for the input. What is the best, fastest, and most secure way…
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Won status triggers goal in Google Analytics using Zapier
I am trying to trigger a goal in Google Analytics whenever a deal is won in Pipedrive, but am getting errors. Should the event be to update a goal or to create a measurement? Which fields are necessary to fill out (name, category, action...)? Thanks!
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Siri and Pipedrive
I wish I can ask Siri to do actions in Pipedrive, Regards. F. Razeq Siri
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using "firstname" property in zapier with the "create person" action
Hi there, is someone know how to get access to the firstname property in the action create a person in Zapier ? I would like to create a person in pipedrive from information coming from the get response software. in zapier I have access to the firstname data coming from the "getreponse" software but I don't get acces to…
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Caller with Keyyo
Hello, I just wanted to inform all those who already use the Keyyo solution and would like to use it with the Caller function: It's very easy and it won't cost you anything, except for the Pipedrive professional package. You can link your number with the built-in function of pipedrive, which will call you (robot) on the…
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New app for integrating Pipedrive data into Gmail emails
If you use Gmail I have an extension adds some Pipedrive functionality: * easily attach emails to Pipedrive contacts * easily choose deals to attach emails to * select addressees directly from the your Pipedrive contacts * use merge codes to put Pipedrive contact data in emails Still testing but if you would like to try it…
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Does anyone using Notion in sales? How do you use it in combination with Pipedrive?
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Pipedrive and Microsoft Teams Meeting link
Hi! I'm using Teams for video meeting with clients. I'm using Pipedrive to schedule meeting: often my client book a slot using my pipedrive schedule function. Is is possible to create a Teams Meeting when someone book ad appointment with me using Pipedrive Schedule and send the Teams Meeting link? Any ideas? Thaks!
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App for automatically documenting Linkedin acivities in Pipedrive
Hello! Does anyone know an apps which does "really" connect Linkedin and Pipedrive? I found various apps which could import contacts. But I would like an app which also automatically documents my acitivies on Linkedin in Pipedrive (e.g. when I messaged someone who is both contacts). Does anyone know such an app? Thanks in…
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Tapahtumiin ja webinaareihin ilmoittautuneet suoraan Pipedriveen
Me kaipaisimme tätä ja jos tekin kaipaisitte niin, Eventilla nimellä löytyy nyt Marketplacesta integraatio jonka avulla tapahtumiin ilmoittautuneet, heidän osallistumis-status ja ennakkoon valitut ilmoittautumislomake kenttien tiedot siirtyvät suoraan Pipedriveen. Ennakkoon tunnetut henkilöt saavat merkinnän, uudet…
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what is the best call center app that integrates with PD ?
We are in between JustCall and CloudTalk, anybody have any experience with either? Thoughts, comments?
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Data Validation by Stage
Hi All, Does anyone know if it's possible / how to implement field data validation based on a deal moving to a specific stage of a pipeline. For example, if I add a custom person field to an organisation, how could I ensure that the email address for that custom person object is populated when it moves to a specific stage.…
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Privacy Policy Forms Check Box and Mailigen Integration
Because of current EU data privacy laws, your web forms MUST have a privacy policy check box option in them, otherwise no EU clients can really legally use them. Much less want to pay for as an extra service? This is really frustrating because it forces us to custom build this with a 3rd party forms plugin in order to be…
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Integrations with Clover
I have a client who has a online e-commerce store that is linked to Clover for payment processing. The website will not export customer data. Clover allows some exporting, but it is not great. Has anyone found a way to integrate customer data from Clover into Pipedrive?
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Anyone using FluentForms? Or posting from a non integrated Form application?I'm just getting famili
Anyone using FluentForms? Or posting from a non integrated Form application?I'm just getting familiar with Pipedrive, and I'm using FluentForms on my site. I'd like to submit the new leads and their coorisponding collected data into Pipedrive. It looks like there are a few integration options, primarily Zapier, but also I…
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Pipedrive does not sync multiple addresses from google contacts.
I would like to suggest that Pipedrive can at least sync all the addresses from google contacts to Pipedrive. Address is very important information of a contact. It will be very helpful for the users if it will sync all the information seamlessly and no need to manually input data especially if a user has 3,000 contacts,…
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Is there a way I can track Aircall calls through Pipedrive Insights?
When calculating Contactability ratios, I'd like to measure both mail sent + calls in order to evaluate more accurately the % of Leads that are not being reached/contacted. Any insight on how could this be done only through Pipe? Thanks in advance for your help,
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What CALLING APP do you use, if you use Pipedrive primarily for outbound calling?
What CALLING APP do you use, if you use Pipedrive primarily for outbound calling?
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Hi, it seems that pipechat stopped from working. @Daniele
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Xero Integration, Invoice field data missing
Hello, We are having issues with Xero invoicing within Pipedrive. We create an invoice but the contact details (name, address etc) won't populate into the fields in the Xero app within Pipedrive. Frustrating and time consuming to manually enter. Hopefully we can find a fix here? Thank you. Hugo
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Hi,
Hi, I'm new to Pipedrive. I'm looking to have New Deals generated from Squarespace dumped into Pipedrive and then have those new deals generate to a list in Mailchimp. Anyone have any suggestions?
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2way sync Pipedrive Mailchimp GDPR challenge
We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from…
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Customized Client or Lead History field- for filtering
What is the best way in your opinion to keep track of a person's activity: signups for webinars, events, courses and so forth? The idea is to be able to perform a filter of people: who did what, who attended which event r paid for what course, and use that info for future marketing? I was thinking about trying to create a…
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Is there some way to revert an update that occurred?
The PieSync API did a crazy update last Friday changing all owners for our organizations. is there a way to somehow undo all those inside of Pipedrive. They are all marked in the Update column as being done by the API.
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Embed Pipedrive into another cloudbased system.
Hi, there is no problem to embed the URL: https://www.pipedrive.com/ I would like to Embed "https://companyname.pipedrive.com/organization/<company-id>" That content gets declined by pipedrive, is there any workaround or any other "www "that could be set-up for this to work? "note" <company-id> is added with 1234 based on…