Greetings to the Pipedrive community, I would like to send an acquisition SMS or message via WhatsApp Business based on the terms and conditions. Does anyone have a good experience with this? Alternatively what integration, app do you use for this? It's been my experience that not everyone responds well to emails,…
HI, I did a Jotfrom campaign on the weekend and now trying to integrate the results into pipedrive in post. No luck so far though I think I've set up the integration correctly. Also have tried to sync with gmail to at least collect the data that way but only 3 emails copied over. ( I tried to sync the whole past month!). I…
We currently use Typeform, which has worked up until recently when they've been running updates. We need an easy to use, ideally free Form Builder which integrates with Typeform for multiple choice questions where the user can select multiple options. Any recommendations?
Ugh. SMS in PD should be easier than this. Don't want to sign up for another phone service and number just to SMS.
Pipedrive community - I'm having some trouble creating zapier flows (zaps) to update a lead by changing / adding a label in Pipedrive. Do you have to set a task in Zapier to find the lead first before updating it? Also - how many fields need to be filled out in Zapier to find the right lead an update it? Here's what I have…
When I go to update the existing person with the payload containing email, phone no, and name, sometimes it creates a new person with the same name only and ignores the email and phone no. Look at screenshot. Did someone face that problem?
Hello everyone! ☀️ We would like to extend our heartfelt thanks to each and every one of you for attending our recent webinar. Your presence and engagement made it a truly successful event! During the webinar, we received an overwhelming number of insightful questions from all of you. While we tried our best to answer as…
I have several pipelines in Pipedrive (served by different teams) and several corresponding Slack channels. Is it possible to setup Slack notifications based on these pipelines? I'd like to notify the Slack channel #sales-b2b when a new deal is added in pipeline b2b and #sales-b2c when a new deal is added in pipeline b2c.
Hello PD, do we have a good integration with Five9? I have a prospect that has Five9 and needs this for Pipedrive. Or also Dialpad? Thanks!
If you use iPaaS / automation platforms such as Zapier, Make.com (Integromat) or any other you have most likely sometimes struggled to find a suitable way to trigger you automation. Typically the options are either through a webhook, filter etc. but this can be very inefficient and confusing for a user to understand…
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