-
Updating "Won Time" for a new deal through Zapier
Seems like it's only possible to insert creation date when creating a new deal through Zapier. However, I am looking to update the won time instead. Any idea how I could do that?
-
Automated follow up post cold call
Hi Experts! I have configured pipedrive to auto call with help of cloudtalk and would love to get a share of experience of how you manage the automated follow up emails after . am using lemlist as cold email plaftorm.
-
Email mkt
Hola a todos!! Queria consultarles que herramienta integrada con pipedrive usan y recomiendan para email mkt. Gracias :)
-
Automation (workflow) for LinkedIn Lead Generations
Has any crafted automation specifically for lead generation on LinkedIn? For example after an invite to prospect accepted then create auto follow up - if no response send follow up 2 in 5 days, if no response then final follow up 5 days later etc. I have created a process but not sure exactly how to set it up in PipeDrive.
-
Pipedrive integration to ERP
Hi community! I am looking to integrate Pipedrive to an ERP ( not on Zappier or Pipedrive Apps ) . I think I will have to use the Pipedrive API. Have you have the experience using Pipedrive API? What would be your tips or advice on this project?
-
Our Integration Partners Step Up To Offer Discounts!
During this time, a lot of us could use a little bit of extra help. Luckily several of our partners have decided to offer a special discount for users. If you want to check them out on the Marketplace, head here The following are all offering a discount: * Pipechat * JustCall * PayCove * Gamifier * LiveChat * FunnelFLARE *…
-
Billing Contacts for Organizations/Deals
Hi! How does PipeDrive designate a billing contact for an organization/customer and/or an opportunity/deal? Do we need to create custom fields at the Organization level? Or do we designate one of the connected people contacts as the billing contact? The context of this is that we're integrating SaasOptics with our…
-
Organization name not visible in pipedrive
Hello, we created a zap to add prospects from Aeroleads to Neverbounce (to valid emails) and then to pipedrive. But somehow organization name is not added to the contact once a new contact is added to pipedrive through that zap. A new org is created though in pipedrive. Need some help on why the organization name is not…
-
Lemlist Email Open Filtering
Hi, I understand you can filter by Pipedrive tracked emails. I'm using Lemlist to send out most of my cold emails and wanted to filter/sort by the open tracking data it sends back to Pipedrive. How would I go about doing this? fs
-
WhatsApp For Business API Solution
Hi everyone, We have finally finished our integration with Pipedrive and are available on the marketplace. You can find us here - https://marketplace.pipedrive.com/app/quickdialog/34940e324db59977 We bring the WhatsApp Business API to Pipedrive (in addition to Facebook Comments / Messenger / Twitter /Email), where you can…
-
Pipedrive and Xero constant fail connection
Hi everyone, need help on fixing the connection between pipedrive and xero. They are constantly disconnected and I don't understand why
-
What is the best option for a Whatsapp integration for Pipedrive? And have all conversations written
What is the best option for a Whatsapp integration for Pipedrive? And have all conversations written in Pipedrive?
-
New Improvements in FunnelFLARE
We've recently added some improvements to FunnelFLARE, some of them specific to Pipedrive. We've added call outcomes, improved integration with tasks, and made FunnelFLARE email templates and calling available from the Pipedrive contacts screen. Product updates are generally available on our blog.
-
Need Assitance with Zapier + Pipedrive + Reply.io - 1. How to create deals in the correct pipeline (
Need Assitance with Zapier + Pipedrive + Reply.io - 1. How to create deals in the correct pipeline (multiple pipelines used for various brands we represent)? 2. How to link those deals to the correct organization and person?
-
What is your app/process for cold emailing (no subscription mails), that can ideally deal with bounc
What is your app/process for cold emailing (no subscription mails), that can ideally deal with bounced emails and also effectively communicate with pipedrive (first reply triggers etc.)?
-
It looks like LeadsBridge has a Google Analytics / Pipedrive solution
https://leadsbridge.com/documentation/pipedrive/google-analytics/
-
API Developer
Looking to hire a contractor that can develop an API plugin.
-
ProCountor integrointi
Tietääkö kukaan onko Pipedriveen olemassa jo toteutettua laskutus integrointia ProCountor taloushallinnon ohjelmaan? Tämä poistaisi yhden työvaiheen laskutuksessa, mikäli kaikki tiedot ovat Pipessä oikein ja ne saataisiin siirrettyä automaattiseesti / napin painalluksella ProCountoriin.…
-
Duplicates created upon any email sent out of gmail
Hi there! I have new duplicates of contacts already in the system created daily. I believe this happens with any email address that comes into my gmail. So anytime one of my Contacts from Pipedrive sends me an email. Any incoming call I have from Cloudtalk also creates a new contact. I would like to stop both of these…
-
REVENUE feature API
Hey.. I like the new REVENUE feature, but still there isn't way to set it automatically, via API more Zapier or even via list view. This is super important... Otherwise this feature is a manual one, and we like to automate things :)
-
Direct Upload of files to Google Drive:
I need urgently to be able to upload client files directly to Google Drive. It seems that I have to download the files first and then upload to G-Drive or am I missing something? I want to activate Zapier to upload from PD to G-D when a deal gets to a certain stage, EG "Completed" Any thoughts here?
-
💸 Different sales sequences based on team sizes (69% opens) 👨👦👦
Hey Pipedrivers, another week, another experiment. This time with the size of Organizations 🏦. We decided to divide our existing sequence into two segments 1. Companies with <200 employee count 2. Companies with >200 employee count and then we ran these sequences. Here are the stats : For the sequence targetting companies…
-
Videomeeiting: which platform do you mainly use?
Videomeeiting: which platform do you mainly use?
-
Contacts syncing to MS Office365 or MacOS Mail for application for non-Pipedrive users in the compan
Our startup enterprise has a small number of Pipedrive users, while also the product and production teams want access to the "address book" within Pipedrive. Instead of adding a large number of users to Pipedrive, it would be more beneficial to be able to sync the Contacts to the other users for use in emails (most…
-
Looking for help with Integromat
Good day, We are Pipedrive resellers. We use both Integromat and Zapier to good effect. I am looking for a contractor with particular expertise in Integromat who can take on occasional mandates. Most of the mandates would involve Pipedrive at one end or the other. Most mandates involve parsing & sending triggered email…
-
How can I share with an external persoon a Pipedrive Deals page without giving access to all the res
Thank you for your comments and help KR Vincent Cuypers CEO WinPeo
-
Google Sheets / Pipedrive connection
Hey ! Does anyone know if we can connect data we've got in Google Sheets in a deal ? Use case : My sales reporting is in Google Sheets and i want to connect "Quantity of products" of a specific deal to that reporting so my sales are linked to the deal. Thanks again for your help
-
We've been adding usability improvements recently. Here are a few select updates from this month:
* Quick add button for adding new contacts, orgs, and Users * Updated real time email reporting widget to show bounce and unsubcribes live * Campaign loading performance for very large campaigns has been improved * We've added a dynamic term field that shows time relative to an appointment start so you can prep people in…
-
As a pipedrive partner who does integrations and setups for pipedrive and all the tools that connect
As a pipedrive partner who does integrations and setups for pipedrive and all the tools that connect to it, I'm always looking to expand my client experience part of the business. I sell annual memberships to this service, and am wondering what you might want to hear from me when it comes to my drip communications.
-
Deal URL as Dynamic Content in Microsoft Automate
Is there the ability to have the deal "original URL" show up in the as a dynamic content field? https://us.flow.microsoft.com/en-us/galleries/public/templates/af1f5cf1977946f1a8e6c95e3a6758ea/add-a-microsoft-to-do-business-when-a-new-activity-is-added-in-pipedrive/