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Recording calls in mobile app?
Is recording calls in the mobile app on the roadmap? In general, we find the quality of calls from the web is pretty bad - very finicky and depends on a rock solid wifi connection or else the receivers complain about static and dropouts - so we prefer to call from our mobile phones instead.
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Filter Form to Correct Product (Company)
I was wondering if there is a way I can filter different web forms to different products? Essentially I just want to tag each drip.com form which I believe it says you integrate with which is why I signed up to a different deal or filter. For example, let’s use two websites I have. #1 Sanigenix.com and the second being…
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Integrations calling and marketing to Local Government
Anyone have experience and can give me lessons learned and ideal integrations for email marketing and cloud calling apps (record all calls and drop voicemails)? The buyer persona are director levels at municipalities and county governments. Thank you!
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Is there a way to score leads based on behavior on website ?
Hey! Wondering if there is a way for me to score leads based on the pages people have visited on my website. I would like to have an action or have the lead earn points as they browse through my website. The points would then reflect on the properties of the leads in Pipedrive. Is there a way to make this work using only…
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Pipedrive Reports / Case Study
Hey Pipedrivers, we've recently had a chance to work with a customer on a bunch of Pipedrive optimizations, including: - CRM audit - Team meeting - CRM guidelines - Pipedrive Insights - Google Spreadsheet reports If you don't know how to set up custom reports for your CRM system, hopefully, this will be a valuable piece of…
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Have the ability to sort deals using the app, regardless of their stage.
E.g. Creation date, due date, owner, etc. Right now, we can only view open deals by stage, but that's not really helpful. I would have to CREATE a "permanent" filter if I wanted to see only the recently created deals. I would like to see all open deals, regardless of the stage and sort it by the most recent, for example.
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Send emails with custom design/HTML
Is there a way to create an email template purely with HTML? E.g gif banner with a gray background and content only in the center. Thanks in advance
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Pipedrive CRM Integration Guide
I am happy to announce that the brand new version of our over 50-page CRM Integration Guide is already live 🎉 This guide has been created based on actual stories with our customers and it showcases the possibilities that Pipedrive CRM provides to the organizations and teams. It also helps us in setting up specification…
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Aircall - unanswered v connected
Hi guys, We currently use Aircall for calls but am unable to report on unanswered v connected calls. I can see the outcome by checking individual activities, but am unable to report for the whole team. Has anyone found a solution for this? Thanks,
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Support Ticketing Software
Does anyone have Pipedrive successfully integrated with a Customer Success Ticketing software? If so, which one? Thank you for any feedback on which ones and how you like them.
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Email notification based on rotting status
Am I missing something or is it not possible to create an email notification workflow automation based on a deal trigging the rotting condition?
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Hello to the best community ever! Please advise me further on this - GoogleDrive integration.
GoogleDrive integration I have accessed GoogleDrive via Pipedrive (Documents - BETA) and uploaded a file (Share Link). Plus in the 'setting' I have set SHARE ALL GOOGLE DRIVE FILES WITH OTHER PIPEDRIVE USERS IN YOUR COMPANY! Despite the above any other user in my company is having difficulties to access the file. If I have…
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What app are you using for leading sales meetings?
Hi Pipedrive fellows! I am looking for a solution, how to make my sales meeting in team more effective. I am responsible for a specific market and different products. Let say, that I have a list of countries - to each country, I prepare the actual situation, what were the tasks + propose of next steps. I do it in google…
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Problemas com a integração com conta azul
Olá, pessoal. Estou tentando integrar o pipedrive com o conta azul, mas tenho tido muitas dificuldades. A configuração inicial funcionou, criou os campos do Conta Azul no pipe, mas o Webhook aponta um erro a a integração não funciona. Alguém já passou por essa experiência? Abraço,
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Made a mistake in converting deals to leads. How to undo? Please help.
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Question
IS it possible to try for free like pipedrive? i wanna make some testing before buying it @Daniele
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Moving Through Contacts
Can you add a button to make it possible to cycle through contacts... perhaps in the upper righthand corner of the individual contact screen? It would make it easier when calling through a batch of contacts, instead of going back and forth to the home screen where contacts are listed.
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Power BI
Hi All, Has anyone here a successful story of integrating Pipedrive and Power BI? We have multiple disparate systems in our business and MS Power BI is the best way to combine their output on functional dashboards for my colleagues to get a true picture of our performance. The last piece of our Power BI jigsaw is…
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Questions about about Pipechat?
For any questions you have about Pipechat and how it connects with Whatsapp, don't forget to tag @Daniele
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Automate Data entry / reading documents
Save time of reading documents and filling forms with this tool. 30 Seconds video: https://youtu.be/rKrG0sbPSAs Beside saving time, get rid of typing errors =) https://tultix.com/parser Hope you find it useful! #rpa #dataentry #automation #documents #images #pdf
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Como planejar e preparar seu E-Commerce para a Black Friday
https://ferramentasdorainmaker.com.br/2020/10/06/como-planejar-e-preparar-seu-e-commerce-para-a-black-friday/
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Hey everyone! Guilherme from Pipedrive research team here :).
Quick question: Do any of your custo
Hey everyone! Guilherme from Pipedrive research team here :) . Quick question: Do any of your customers sign your documents digitally?
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חיבור ווטסאפ
שלום ערב טוב, אשמח לשמוע אם הצלחתם לחבר את הפייפדרייב עם ווטסאפ, שליחת הודעות מהאינטרפייס של הדיל למספר הווטסאפ של הלקוח. תודה, ניצן
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Time Tracking Practices and / or Integrations
Hello FS people, Does anyone here time track the amount of time they spend working on clients and have they managed to integrate that into Pipedrive, either directly or by using an integration and linking time tracking to contacts or particular deals? This would be a really useful feature imo. Thanks for your answers, Paul
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What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
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Pipedrive - JobAdder Integrations
Hi everyone. I'm trying to automate this: When a deal is at a particular stage in the pipeline, create job Order in Jobadder. Zap, celingo and Leadsbridge are all the tools I'm looking at to achieve this but they have all lead to roadblocks. Does anyone have any advice on this? Thanks in advance!
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Can anyone help me fix my G Suite + Pipedrive Email Sync?
NEED HELP: All of my G Suite email is syncing with my Pipedrive Account. We're talking 1,500 plus emails. OOPS! Can anyone help me reset this? OR Quickly remove unnecessary email? I'd love to just start over with the Email Sync feature.
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Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal
Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal in Pipedrive > Proposal in PandaDoc > Proposal accepted in PandaDoc > Data back into Pipedrive > Send Invoice on that Deal / Proposal from Pipedrive and have that data sync automatically with Quickbooks Online.
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Get all notes through zapier or API
Hi, I'd like to retrieve all notes for a deal through zapier which is possible to do through the API - I'm wondering if it would be complicated and how I would go about doing it through zapier - perhaps with a webhook? Thank you,
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Does anyone actually want a finished call through Pipedrive to be added to their calendar?
The ability to make calls through pipedrive is great, but it's negated a bit by the fact that for some reason after a call is completed and logged, that it adds an item to your connected calendar. I don't understand the logic of having a completed activity still sent to your calendar. Please consider an option to not have…