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Losing the format in the notes field of an activity
From Zapier I am filling in the notes field of an activity and I lose the format. I am writing two sentences from a Zap and when I check it in the activity it has removed the carriage return. Does anyone know how to keep the format? Thank you in advance
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Best customer support integration for handling B2C and B2B web traffic between Shopify+ and Pipedriv
We are trying to devise a solution for our site which is currently carrying equal B2C/B2B traffic . Our site runs off of Shopify+ and we are looking for a better integration between customer support app / pipedrive / shopify so that we can automatically funnel specific customer requests / new business inquiries into the…
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What is your preferred method to automate and synchronize Pipedrive with third-party software?
What is your preferred method to automate and synchronize Pipedrive with third-party software?
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What is your digital meeting platform of choice?
What is your digital meeting platform of choice?
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business card integrations
is there an app where we can read in business cards and have the information loaded into the contacts? thank you
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Fakturering fra Pipedrive
Er det noen som har funnet frem til en god løsning med å fakturere fra Pipedrive? Finnes det noen gode integrasjoner jeg ikke finner? Jeg vet at Visma har en løsning via Zapier, men har ikke fått den til å fungere optimalt.
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Does anyone have an automatic process set up to maintain a List of Organizations from Pipedrive in S
For reasons not worth going into here, we need to keep our list of customers that is maintained and updated in Pipedrive also available for browsing in a List in SharePoint Online. Please help!
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Behavior or activities add on help Marketplace
On a daily basis, we don't track dollars/sales we track behaviors/activities. Sales will follow. Looking for marketplace app that can help. ie Daily/Weekly ; 50 cold calls/day; 2 facebook post/day; call 2 past prospects; call 3 past customer etc. Would like it to so variance and maybe input resulting sales. Any ideas on a…
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Webforms that work in China
I have tried to use several of the webform that sync to Pipedrive from China. They all work but the loading performance when the user goes to the form is so poor we cannot use them. Has anyone found any China companies that offer forms that sync with Pipedrive?
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Hi Pipedrive Community! Our product can turn your product database into an interactive product catal
Hi Pipedrive Community! Our product can turn your product database into an interactive product catalog or marketplace, with a catalog and product page for each product. We are thinking about creating an integration for Pipedrive to present your products (see attached image), with a Stripe checkout integrations for payments…
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Send won conversions to Google Analytics
Hello, Pipedrive community! I have a question about pipedrive-GA integration. When WON, how can I pass this event to google analytics goals? I know there are third services that offer data integration. But I couldn't find specific events with WON there. You would really help me.
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Xero
We understand the integration between Pipedrive and Xero, we've read your documentation and materials in your website too, (Some of the links we looked at : https://www.pipedrive.com/en/blog/pipedrive-xero-integration AND https://www.pipedrive.com/en/features/xero-crm-integration). So we understand if we create an invoice…
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I just started using MailChimp. Any "tricks" for integrating?
I just started using MailChimp. Any "tricks" for integrating?
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Correct format for Zapier Webhook POST Leads OBJECT Value
Hi there I apologise in advance if this post is short. But I wrote up a lengthy explanation and somehow it didn't get posted. So what I am trying to do is take Gravity Form data and push into PD as a LEAD with as many fields filled. In particular I am wanting to add the value to the LEAD when it is created. I get an error…
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How do I use PipeChimp to send group emails
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LINE App Integration
Dear Community and Pipedrivers, Today one on my biggest challenge is to integrate Datas from LINE App to Pipedrive. Does anyone already done this before ? If yes, I am wide open ! If no, Do you think Pipedrive will do it ? If you have any tips on it, let me know ! Thank you all. Best, Geoffrey
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My company, Kihbba.com, is currently looking for someone that knows Pipedrive and Zapier like a pro.
We are looking for a person to join our staff for 8-12 hours a week handling our pipedrive tickets and zapier related pipedrive creations. If you know how to do this...please call me at704.804.2119. This is not something we are outsourcing, we are doing it as an employee, paid every friday. Must be US based, business taxes…
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Link for webbmeetings.
Pipedrive has a superb function for creating calendar invitations to the customers from within the CRM. Earlier before the new Zoom-integrations was implemented, when I didn't write a physical address, a Google Meet link was attached in the invitation to my customer. Now, If I leave it blank and doesn't include the Zoom…
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Are your cold emails are getting caught as spam? Here is a solution!
The most common reason for your emails getting marked spam is this - When people to whom you are sending these emails, mark your email as spam You are a tea seller who is doing cold email outreach, you reach out to everyone in your city where a group of passionate tea haters also live. Once this email reaches out to them,…
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Create Object Ownership Dependency Org/Person/Deal
I know this was discussed somewhere here but I can't find it. To speed things up on my end, is there anyone who could share a recipe that accomplishes: If I change owner of organization * it changes all organization persons to the same owner * it changes all persons deals to the same owner Help much appreciated!
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Integration mellan Pipedrive och Microsoft Business Center
Hej, Känner du till om de finns någon integration mellan Pipedrive och Microsoft Business Center (affärssystemet)?
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Looking for inbound/outbound pipeline workflows & best practices.
Hi all, Hope this will resonate with some of you and get a discussion going. I'm very much interested about recommendations and tips regarding the best/most efficient way to handle inbound and outbound leads and deals on Pipedrive. More specifically, how to accurately track inbound vs outbound performance all along the…
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Is it possible (or will be soon) to create a new Lead from a webform to pipedrive using zapier?
hello, we do have a webform on our site and will like to automate Lead creation with zapier but currently I only see "Create new Deal" as an option but not "new Lead". Could this be that it is because Leads is still in beta? if that is the case do you know when will this functionality be available with zapier or if there…
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Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on web
Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on websites like a Chilipiper but integration only with Pipedrive. It helps prospective clients (leads) to book a sales meeting the moment they submit the webform on your website and get meetings automatically booked & calls…
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Multiple Caller Users in Different Countries
In the Pipedrive Caller, can I have a user in another country call using the same (USA) number that is connected ty my account?
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Sales Sequences that should be part of your outreach
Becc Holland has shown several unique sequence triggers that you can use today to connect with your prospects and future customers. https://www.youtube.com/watch?v=tRaXa6cU24Y
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Questions about OptInsight?
Any questions you have, just tag @Martijn van den Corput
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Hello, I feel silly asking this question in 2021 but I still work with clients that take faxes, can
Hello, I feel silly asking this question in 2021 but I still work with clients that take faxes, can anyone point me in the direction of how to send efax from Pipedrive?
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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
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Have you been underestimating Linkedin for selling?
I will tell you 3 different ways to use Linkedin to sell better - 1 Get high-quality leads Linkedin attracts 675 million professional people from all over the world. So, if you want to collect verified lead data for B2B business’s look no further than this platform! The easiest way to collect leads is by using Linkedin…