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Klenty to pipedrive automation
This is my case scenario - we want to run a huge global campaign - our contacts are in google sheet I would like to set a cadence and when someone replies, pipedrive would create: - ideally lead (but this is not possible yet I guess) - person and related deal to it I know, there is a possibility to do it via zapier - there…
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"HIdden" field I can borrow in Activities?
The Pipedrive Outlook calendar integration lacks a bit for our user's needs. For example, items are added into Outlook as UTC time, there isn't a default 15 minute reminder for them, not enough body, description, and activity type data appears in the Outlook item, etc. So I am using the Pipedrive API along with the…
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What are the best addons?
What addons can you not live without? Right now I have it integrated with JustCall, Google Calendar and gmail. This gives me an amazing system. But what other addons should I know about that will change my life?
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SMS Templates
Hello I hope everyone reading this is staying healthy. I utilize the email templates and it is a great feature. Are SMS templates possible? If so how? Thank you.
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Using Zapier to add products
When adding a deal to a Pipeline via Zapier, I notice there is no way to add a product in the Zap. There is a way to add another step in the Zap, but that creates a NEW product and there is no way to access your product list. NOT a very good use of the Product feature in an automated way.
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Is it possible to add "Find a deal" to the gmail add-on? Many emails from different contacts need t
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Any plans on 3CX - Pipedrive integration?
Any plans on 3CX - Pipedrive integration?
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Salesmsg questions?
Tag @Chris Brisson for anything Salesmsg related.
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What can WeMapSales do for you: more about Geo-visualization and Geo-analytics on Pipedrive!
Hi Community, We launched our App, WeMapSales, on May13th. Since then we have seen interest in our App, views of our YouTube videos and interaction with our Social Media. More importantly we got requests and questions about the App and its functionality. Here is the first of a series of “What can WeMapSales do for you”…
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What can WeMapSales do for you: more about Geo-visualization and Geo-analytics on Pipedrive!
Hi Community, We launched our App, WeMapSales, on May13th. Since then we have seen interest in our App, views of our YouTube videos and interaction with our Social Media. More importantly we got requests and questions about the App and its functionality. Here is the first of a series of “What can WeMapSales do for you”…
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Pipedrive synch help
I'm looking for a PD expert who can help us refine our system; primarily the way leads are ported via Zapier from our website and "Leads To Sales" (a system that captures our phone leads) into PD. I'd like to auto-populate fields from these sources and reduce my manual inputs. Also perhaps some tips on how to streamline my…
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Remove the need for deal owners to have Slack users
Hi, currently, in order to make a notification happen in Slack, the deal owner needs to have the Slack app installed and connected. This brings up a huge disadvantage of not being able to set up notifications for other team members (or teams) who do not have Slack installed and it leaves the team blind about general…
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Hi Team, I am trying to call get all organizations via mule (passing start and api_token param) but
Hi Team, I am trying to call get all organizations via mule (passing start and api_token param) but I am getting error: HTTP GET on resource 'https://api.pipedrive.com:443/v1/organizations' failed: unauthorized (401), It works fine when called from rest client/browser. Anything else I need to pass as parameter or something…
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Meet by Ringover
Hi Pipedrive community! Ringover has launched a new video conference and screen share tool - Meet by Ringover last week! The tool is free to use, open, secure and 100% GDPR compliant. Feel free to check it out for your next team or client video meeting https://www.ringover.com/en/videoconference We also offer audio…
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When can we expect Microsoft Teams to become a first-class integration like Slack?
When can we expect Microsoft Teams to become a first-class integration like Slack?
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Geo-visualization and geo-analytics available for Pipedrive, for the first-time!
Hi Community, WeMapSales brings geo-visualization and analytics to Pipedrive! You will be able to visualize your data and activities on a map; geo-analyze it; automatically create and manage territories in a map-based interface; and much more. WeMapSales has integrated four geographic visualization and analytics tools into…
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Is there a texting option?
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Auto Responders
Hey Pipedrivers, I have prospect email inquiries coming from our website auto synched with a Pipedrive email address. Is there a way to set up an auto responder so that the prospect gets an immediate email telling them we'll get back to them shortly? I thought I saw this before but now I can't figure out how to find? Can…
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Pipedrive review/overview
A few months ago, we published Pipedrive review here at pickSaaS, thought it would be worth sharing here as well as a good starting guide for new Pipedrive users, happy Pipedrive'ing! https://medium.com/picksaas/pipedrive-review-crm-built-for-salespeople-by-salespeople-f0c4c0536d9f
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Most Advanced email automation workflows specifically for Pipedrivers
Hello Pipedrivers, When you’re looking for an email automation tool that integrates smoothly with Pipedrive, you should definitely expect to work with a few automated workflows. If you ask me if creating email automation workflows are a watershed in the way you work with Pipedrive? My friends - the answer is - HELL YES!!…
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7 Pipedrive automation hacks that will enhance your sales pipeline
Learn how to create a bunch of cool growth tactics in Pipedrive: * Generate leads with outbound and inbound marketing * React with the rocket speed when new leads come on * Automate follow-ups for leads who didn't show up for your call or demo * Make notes on calls automatically * Created invoices on autopilot * Convert…
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What is an inexpensive reporting add on for Pipedrive in the Pipedrive Marketplace?
What is an inexpensive reporting add on for Pipedrive in the Pipedrive Marketplace?
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Hello everyone.. I do a certain action around 30 times a week and would like to have it Automated..
Hello everyone.. I do a certain action around 30 times a week and would like to have it Automated.. When I click "scheduled Consultation" I would like for Google calendar to pull up a meeting notice, enter in "Name of client - First Consultation (Phone Call)", put in the notes section their phone number, and put their…
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Awesome Lead generation tools that work well with Pipedrive!
Hello Pipedrivers, Pipedrive is one heck of a CRM!! We just love using it at Klenty. For one, it is super easy to use and has powerful features that makes salespeople unstoppable. Two, it integrates with a full-blown ecosystem of tools that work seamlessly to add more leads to the top of your sales funnel and drive growth.…
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Intercom is one of the most popular messaging platforms to connect people to potential customers. Hi
If you're curious about how exactly their integration works, try tagging @Max K in your questions.
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Sharing strategy
After few weeks I setup my new schema that aim to: * generate lead * nurturing lead and customers * be reachable (either for leads and customers) I want to share it with you: feedbacks are welcome!
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I Have #2? 1.) use Robly for my e mail - do I have to downlaod contacts to Pipedrive or is
I Have #2? 1.) use Robly for my e mail - do I have to downlaod contacts to Pipedrive or is there an interface. 2.) I use LinkIn navigator is their an interface for this on Pipedrive for my contacts
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Default activity length for sync to google calendar so time is made unavailable to scheduling app (e
It would be very helpful to set a default activity time length so when it syncs to my google calendar, it gives the calendar event a default length of time, say 30 minutes (rather than zero length of time now), so that it can be picked up as time that is unavailable by a scheduling app (Calendly) - at zero length it's not…
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Gmail Add-on is ready for beta testing!
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…
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Microsoft Flow name has changed.
Hello to everyone Microsoft Flow name has changed. New name "Power Automate" Microsoft will now write "Power Automate" in its articles