Our company is currently exploring possibilities to enhance our operational efficiency by integrating our Pipedrive CRM system with our Microsoft Exchange Server. However, we have a specific requirement in terms of authentication – our company utilizes certificate-based authentication for security purposes. Given your…
Hi people! I am Kyrylo from the TimelinesAI team. We have created a tool that enables teams to collaborate on the communication with clients from Whatsapp. We’ve figured out that often our users would share the links from our tool into their CRM to make it accessible by the rest of the team. So we're considering a direct…
I am setting up a scenario in Make.com where in Pipedrive when a deal is updated a webhook is triggered. The scenario works fine when I test it and click run but when I turn it on it triggers in a loop every few seconds. Why is this? Is there a bug or do I need to modify a setting?
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
Bonjour, Je suis formateur et voudrais envoyer automatiquement à mes participants des questionnaires pour évaluer leur satisfaction après une formation (avec relance automatique à ceux qui n'ont pas répondu au bout de 10 jours). J'ai qu'il y a plusieurs intégrations possibles. Qui parmi vous a eu d'expériences…
Does anyone have experience or a recommendation on how best to integrate Pipedrive with Netsuite? We intend to use Pipedrive of our system of record for lead gen, but would like to upload to Netsuite when deal reaches a certain level of maturity/confidence for finance visibility.
Can Pipedrive be integrated with Salesforce?
I am having the issue with SmartDocs that when a text box is inserted the size of the text box is not adjustable. Once you click on the box and input text, the box expands and does not shrink back down which is running into other text boxes as well as covering information on the document the text box is added to. Any one…
I had several contacts with the pipedrive support team about this topic, but nobody seemed to be an expert in this matter: How do I sync our exchange server emails? We tried all variants for entering our server the the exchange user name including https://owa.example.info/EWS/Exchange.asmx We host our own exchange email…
I want to implement OAUTH2 auth on my local python script that gets a lot of info from my company's pipedrive, I don't want to post it on DEB HUB or anything like that, only use it on my local script.
It looks like you're new here. Sign in or register to get started.