I have the Quickbook app setup, but it seems I am only able to send an invoice. Is it possible to send a Quickbooks estimate directly from Pipedrive? I'm trying to avoid having to manually bounce between softwares for my workflow.
We provide B2B services on a regular basis to the same clients. I want to be able to request feedback (via a survey) for each matter that we work on with a client. On Pipedrive we store each matter in a separate Deal. Therefore, in order to prevent confusion I require several specific custom deal fields to be incorporated…
Hi, can anyone help me figure out how to make an API call using make.com? I am trying to add a note to a Lead using make.com. They don't have this feature, but it seems possible using the 'make an API call' with Pipedrive. This is as far as I got, but I don't think it is correct. Make.com has documentation, but the fields…
Is there a way to stop the 8x8 integration from creating an activity every time a call is made? I want to use call logging, but call logging also creates a to-do activity. As you could imagine, this only clogs-up my calendar... Any insight would be greatly appreciated. -Patrick
Bonjour Madame, Monsieur, J'espère que vous allez bien. Je voudrais intégrer le planificateur de rendez-vous sur mon site internet, mais je ne peux pas le faire vu que je dois choisir des horaires précis, et en plus c'est moins beau en terme de design. 😅 J'ai eu une discussion avec l'une de vos collègues, elle m'a dit…
Jana here, (Product Manager at Pipedrive). We’ve developed a brand new Gmail Add-on and are in need of some valuable beta testers before we release it publicly. The Gmail Add-on works in any browser (as long as you use Gmail as your email service). With the Add-on, all of your relevant deal & contact information will be…
Is there a way to export selected contacts from Pipeline to Outlook 365?
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…
Hey folks, I'm in the process of collecting data from all organizations. My initial plan is to fetch a list of all organizations and then loop through each to retrieve their details. However, this approach involves making thousands of requests, leading to prolonged waiting times. Is there a method to obtain all…
Hello Guys, we are trying to integrate piepdrive with our telephony system. in fact our telephony system integrate with all CRMs for both incoming and outgoing calls via means of links provided by the CRM. usually the link from CRM is formatted as follows https://mybilling.telinta.com/crm_in.html?cli=$cli&cld=$cld - this…
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