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E-Mail workflow improvement extension
Hi, we'd like to extend the pipedrive email functionality (add a note to an email, add a flag to an email). I cant seem to hook into the EMail via API, is that true? Any chance of eitehr getting native flagging/commenting, or a few API endpoints to add a custom panel? regards Alex
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Which are the best softwares (more or less in the PipeDrive price range) within the following catego
Which are the best softwares (more or less in the PipeDrive price range) within the following categories, to integrate them with PipeDrive? (1- Customer Service Desk / 2- Project Management / 3- Billing & Accounting). Our company is considering changing to an all-in-one software, including the CRM software, but I love…
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The most in-depth Pipedrive automation & growth hacking guide!
I love Pipedrive ❤️ So I decided to write in-depth (even the most in-depth) guide on Pipedrive growth hacks & automation tips: (I'm 100% sure you'll find something new that will 🤯) So here is what we've covered: * Generate leads with outbound and inbound marketing 😎 * React with the rocket speed on new leads 🚀 * Automate…
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Generate instant reports and learn which marketing campaigns and lead actions are leading to deal m
With our recent launch of two-way data sync , I think it is a good idea to explore how Salespanel can be used to generate lead reports and identify which marketing sources and lead actions are leading to deal movements to later stages and purchases. If you are not familiar, Salespanel automatically captures leads from your…
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SMS sending with Zapier and Twilio
I have been trying to find a decent way to send SMS messages with Pipedrive, but Im not satisfied with the pricing for the tools that allow you to send texts and the price per text I've used Twilio a lot and I love Twilio Studio. So I figured out a clever way to user Pipedrive activities, Activity Filters, Twilio and…
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Pipedrive & Zendesk
Does anyone have experience in using Pipedrive and the Zendesk suite? Zendesk Chat - creating deals straight into Pipedrive Zendesk Support - Sending details of our clients into the Support team
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How to track campaigns in PD
Hi, I am looking for solutions how to track campaigns. I really like group emails from PD - I set the case: So far I have organisation labeled as customer, etc. - I want to send all of my customers some new study or some limited offer for some consulting service: what I do: I filter persons based on criteria, create custom…
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Want to Hire Developers Specifically?
We actually have another Community specifically for developers so if you're looking to hire someone to build an application, process, etc for you. This might be the best option for you
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Pipedrive integration/setup success story
Hey everybody, in our new case study you can learn how we helped one of pickSaaS customers - Diesel Sales integrate their Pipedrive system with lead generating websites they're using in their business by: -> Connecting the customer with a dedicated support person -> A ticketing system, solving customer queries in 1h-24h…
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Problem sync Pipedrive -> Mailigen
I'm testing integrations, and I noticed that when I update fields on Pipedrive (such as First Name and Last Name) they don't sync in Mailigen List. Has someone same issue? Thanks!
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I am getting this SAML error No IDPSSODescriptor found in metadata for protocol urn:oasis:names:tc:
I am getting this SAML error No IDPSSODescriptor found in metadata for protocol urn:oasis:names:tc:SAML:2.0:protocol . Has anyone seen this. Here is the full error "We were unable to create identity provider: No IDPSSODescriptor found in metadata for protocol urn:oasis:names:tc:SAML:2.0:protocol and entity id…
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Chatbots
Any thoughts? Looking at Livechat - Userlike and others. Really keen for chatbot and also facebook messenger integration (whatsapp not as important in Aus, Instagram could have its benefits).
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What Pipedrive data do you need to import or export most often?
What Pipedrive data do you need to import or export most often?
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Hi guys! Is there a way to put a filter to prevent duplicate deals or people when leads come from di
Hi guys! Is there a way to put a filter to prevent duplicate deals or people when leads come from different CRMs? Thank you
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Outplay has gained a lot of buzz since joining our Marketplace late last year. Checkout a video on h
https://www.youtube.com/watch?v=B4zz1Aa3lAU Have questions? Tag @Laxman , @Vamsi Chaitanya , or @RamakoteswarRao Papineni
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Addresses Formats in Custom Fields for sending postal mail via mail merge
I have set up a custom field called POSTAL ADDRESS this would be used to send postage mail to contacts in Australia (via a 3rd party app yet to be discovered or built) I'm currently using using the address field which autocompletes from google maps the current issue is by using the pipedrive address custom field it: (a)…
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Hello everyone! Im having problems to connect emails and contacts on pipedrive. For example, when i
Hello everyone! Im having problems to connect emails and contacts on pipedrive. For example, when i send an email to john doe and he is a contact but not linked to a business, the email is attached to a aleatory business. How do I solve this? best!
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I created a tool that integrates with FB business API to generate lists of businesses + automate col
I've been using Pipedrive for well over a year now and love it. I partnered up with my brother to create a pretty useful tool (at least for B2B peeps). It keeps my appointment booker busy and gets me a good amount of sales calls. Would love to know if anyone would be interested in trying it out for free so I can get some…
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Building interactive Dashboard for free using Pipedrive data
Are there any B2B platforms you guys are using to visualize Pipedrive data? If you want to visualize your Pipedrive data, check out my guide to build your whole data analytics stack out of it here. Build Dashboard from Pipedrive data
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Google Email + Calendar sync
I really would like to switch over from our existing CRM (close) to Pipedrive. The way we are used to work with the Google email + calendar sync is this: * whenever an email is sent or received in Google and matches a contact's email address, it is automatically synchronized with the CRM and assigned to that contact in the…
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We are new to Pipedrive, and like it so far. We are looking for a solution for sending bulk, custom
We are new to Pipedrive, and like it so far. We are looking for a solution for sending bulk, customized SMS messages and dropping bulk RVMs. Does anyone have any suggestions?
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Calling using Windows 10 App: Your Telephone
Hello All! I am trying to call using the Windows 10 App: Your Telephone. It works, but it doesn´t allow to introduce any records in the Pipedrive system, so I have to manually introduce the activity Call, time, etc... Having a look in the video demos, I can see that notes can be taken, etc, etc. I am just wondering if I…
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Slack - Performances report
Hello everyone, I am quite surprised to be the first one posting this here: Wouldn't it be great to have the possibility to trigger a message on a slack channel with the performances of each sales rep (and/or the whole team?). Daily, weekly, monthly or even quaterly. Sales is about performances, isn't it? Let's up our…
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What are peoples favourite communications platforms for email, chat, phone, sms etc? Some favourites
What are peoples favourite communications platforms for email, chat, phone, sms etc? Some favourites we've seen, Aircall, Intercom, Drift, Mailchimp, Talkdesk, Front, Twilio..
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Associate Google Agenda activities to opps using opp email
We suggest that when we send a meeting that we scheduled within Google Agenda to the email of a specific opportunity, then the activity should be associated to that opportunity. Currently, if we do this, it´s associated as a standard email, not as an activity of the opportunity.
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Outfunnel is the top-rated App in the PD Marketplace. How do they do it?
Check out how Outfunnel is able to manage marketing automation and more. Tag co-founders @Andrus Purde & @Markus Leming with any questions you may have.
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Paycove is one of the best options available for invoicing.
If you'd like to give it a try, but have questions, try tagging @Jeff Gluck for a comprehensive response.
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Pull Pipedrive data into Google Sheets - Tutorial
Hello Pipedrive Community, Last year, I created an add-on called API Connector for Sheets that pulls data from Pipedrive and other platforms to Google Sheets. There are now nearly 100K users, many of whom use it for Pipedrive, so I created a beginner-friendly, step-by-step tutorial for how to use API Connector with the…
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column 6 mappable field
How do i work out what the mappable field number is for column 6 in my pipeline?
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Money can be tight right now - All of these apps integrate with Pipedrive and offer a free/freemium
Find all of them here: https://marketplace.pipedrive.com/collections/free?page=1&sort=trending * Dealbot for Slack * JotForm * Automate.io * Leadfeeder * Missive * Asana * QuarterOne * SendPulse * Nvoip * Fireflies.ai * Crisp * Helpwise * Involve.me * Taliscape * CaptureFast * Weekly Update * Ciara * Pointagram * MPZMail