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Deal Numbers
Hi - How do you shorten the automated deal numbers on Pipedrive as we need to integrate it to another system we use? Appreciate the help! Thank you.
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Mileage Tracking?
is there any Mileage Tracking integration allowed like Mileage IQ, or do you have a mileage tracker or summary report available for a sales repr to use for expense reporting?
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When working with Trello as Project Management software after the sale is complete, you can have Tre
When working with Trello as Project Management software after the sale is complete, you can have Trello linked to Pipedrive to create a card at a certain stage or event in Pipedrive. That's all good, but the information that is on the new trello card is very limited. Wouldn't it be nice to have you uploaded files and notes…
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How go get leads from Landing pages to Pipedrive? I used Zapier but lead names, phone numbers & othe
How go get leads from Landing pages to Pipedrive? I used Zapier but lead names, phone numbers & other things didn't come across. Does anyone have a better solution?
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Verizon One Talk App/Pipedrive Call Logging
I'm considering using virtual phone numbers for my sales team in the future. However, I would still like the team to be able to log phone calls in Pipedrive through the carrier's virtual number app. I understand that this is not possible today, but wonder about the viability of a work around or future solution?
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Yelp Fusion <> Pipedrive integration
Hi guys, I am wondering if anyone has ever been able to import review counts from Yelp listing into Pipedrive? Thanks in advance for any best practices for accomplishing this!
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Outfunnel
Ciao a tutti, qualcuno di voi ha provato Outfunnel?
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LinkedIn Integration
Hi Pipedrive team. I'd love to integrate my LinkedIn so that Pipedrive registers connections and messages as interaction. Is this something that is available?
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Pipedrive & Microsoft Teams Integration: let's work! [workaround]
Hi to all! I use Zoom for personal or "informal" video meeting and Microsoft Teams for business. Always my business meeting are organized with Pipedrive Scheduler. The problem was that on my calendar there were not the direct link to Teams Meeting, and I had to send it to my gests with a separate email, creating a new…
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Uma das integrações que eu mais gosto Whatsapp + Pipedrive
Pipedrivers, compartilho com vocês um vídeo rápido sobre o Pipechat no Pipedrive. Este vídeo utilizei para uma POC em um lead, mas espero que possa gerar valor para vocês.. https://www.loom.com/share/17f802ab6ac04fa991b7bb2496bbc88d
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Webinar: How to maximize the use of GetAccept and Pipedrive CRM
Hello folks! Daniel here, Marketplace Partnership Manager over at Pipedrive. GetAccept is putting together a webinar on "How to maximize the use of GetAccept and Pipedrive". Do you want to be more digital in your sales process and work more efficiently with document workflows? Then you should definitely join them for their…
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Email Marketing and Video Analytics
I currently use BombBomb screenshare recording to make short and easily shareable videos that I send to prospects via email. I'm trying to better integrate the analytics of these video emails with Pipedrive deal stages yet now understand that BombBomb doesn't track video analytics. I'd like to find a solution that would…
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No end point for contact address
Hi, So I'm trying to use Zapier to import contact/activity details from Acuity Scheduling. But for some unknown reason I'm told it's not possible to import a contacts' address. Seems crazy to me that you can get name, email address and phone details but a physical address is a no no... Anyone have a work around? The main…
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Hallo pipedrivers, Weten jullie wellicht een manier om een overzicht te maken van aanvragen en aanbi
Hallo pipedrivers, Weten jullie wellicht een manier om een overzicht te maken van aanvragen en aanbiedingen? Wij, een internationale ambulante handels bedrijf werkt op basis van vraag en aanbod. Momenteel hebben wij al onze aanvragen van klanten en aanbiedingen van leverancier in excel documenten staan. En dat is zeer…
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Zapier not bringing in the owner
Hey Team, Having some issues getting zapier to pull in the correct info from Sierra Interactive into PipeDrive. 1st Issue In the example below, the data in shows the correct owner of the deal, Ashley Key. But the data out defaults back to the account owner, Dan Ellison. I also included an image of the zap field in…
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Automated Sales Territory Management on Pipedrive from WeMapSales!
Territory Management: Learn more https://youtu.be/SllSHgsSKmU. Get free 90-day trial via Pipedrive Marketplace. Access Link: https://marketplace.pipedrive.com/app/we-map-sales/6df8d296bdf3bf50 Sales territory management is critical for driving sales efficiently and it can also boost your sales team's morale by creating…
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In search of someone who can help organize 7,000 contacts and 22,000 emails from our Google. We hav
In search of someone who can help organize 7,000 contacts and 22,000 emails from our Google. We have 18 listings another 20 prospective listings, about 1,000 prospective buyers who have inquired on those listings. We have never set up any automations. The only things we have done is synced our google calendars and email…
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I need assistance with email management, automations.
Small business brokerage/real estate firm needs a little PD assistance! Looking for an outsource. 1. I've synced with my gmail, (over 25,000 emails) I need to get organized and some email management methods 2. Our process is a few simple steps, need to set up automations. 3. If possible we need to interact with…
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Webmerge Integration for Invoice Document
I am attempting to create a webmerge between pipedrive and Formstack Documents for an invoice document. I would like to have a table that list the Product, Qty, Price, Sum, and Notes. I am having difficulty because of the way Pipedrive passes the data. Instead of passing like above for multiple products it passes data like…
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Ligação realizadas, porém não atendida por ninguém do outro lado, deve-se considerar o registro?
Ligação realizadas, porém não atendida por ninguém do outro lado, deve-se considerar o registro?
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Watch now: Let's talk about "Virtual Sales" - LIVE WEBINAR - (28 May) at 3pm BST
"Virtual Sales". Mother nature accelerated our adoption of contactless interactions. Join our interactive live discussion with Daniel Disney (The Daily Sales) and Max Altschuler (Sales Hacker) where they share their thoughts on a digital-first approach, and answer any questions.…
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Sheets and Zapier
I would like to create a 2 Zap where: 1 - Business created> Create a folder with the business name >> copy a spreadsheet from the root folder, update the name to the business name and move to the folder created previously I can do anything but move the copied file to the new folder Another 2 - This spreadsheet has a…
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Is there any guidance on the steps required to configure Exchange Online integration for Pipedrive ?
Is there any guidance on the steps required to configure Exchange Online integration for Pipedrive ?
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Possible to use Mixmax for email targeting by custom Contact tags / segments?
I'm looking to improve our company's ability to target Pipedrive contacts based on the segments we've identified (such as SQL, MQL, Customer, Evangelist, etc.). How are folks using the Mixmax integration to achieve this? Any suggestions?
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Best integration for Surveys/Webforms
Best marketplace app or integration for converting webforms/surveys to deals in PD?? many do not correctly transcribe the data being entered into the deal like the company name. Closest I've gotten is a Zoho form to a deal but it was missing the organization and had some random person under the contact... But the deal name…
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What integrated App may I use to implement NPS?
What integrated App may I use to implement NPS?
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What tools are you using for NPS and how it integrates with Pipedrive? Thanks!
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Zapier - Updated Person / Find Person & Custom Fields
I'm trying to make a zap that updates another system when a contact us updated in Pipedrive. A crucial component is grabbing data from the custom field on the person. Is this possible? I don't seem to be getting my custom field via Zapier.
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Which lead generation automation tools do you find the most helpful?
Using the most effective lead generation process, tools, and templates is crucial for maintaining a reliable flow of qualified leads. There are a number of fantastic automation tools available to help you do just this. In the guide, Lead Generation, Automating Your Lead Gen Strategies, we discuss a number of automation…
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has anyone used the quickbooks integration app? how well does it work?