We would love an integration to Tripletex. We would also be willing to pay for such an integration. We need the integration to work just as Xero. Would this be possible to accomplish with the API?
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…
Hi, weiß jemand, ob man Xentral im Pipedrive integrieren kann?
Hey! Does anybody have a workaround for adding followers to Deals/Orgs/Contacts? We are currently trying to automate a process, where a employee can request to follow any of the above, to see all the information with them. Manually adding them or Importing them is not an option, since the requests can come at different…
Hi I tried to install the LinkPort Chrome extension and I couldn't make it work After I clicked on the pop up window - Activate with Pipedrive - it appears the following message: Application error An error occurred in the application and your page could not be served. If you are the application owner, check your logs for…
Sales Panel. Is anyone using? If so, has it made a difference in #'s
Hello, We currently use https://chatlio.com to engage with our website visitors directly from slack. This is super useful because I don't have to hop between systems. Most of the visitor on our website have engineering/support questions so our engineers actually answer these questions instead of sales people. since…
I would like to be able to see the activity of my customers when they go on my website like the pages they visited. This should be able to be done with cookies from email previously sent to them from pipedrive. I would expect to see this in the activity section of the person record? This is an example of another CRM doing…
Hei kaikille! Fromni Notifications sovellus nyt on valmis käytettäväksi Pipedrivessa. Tämä on kätevä ja helppo ratkaisu automaattiseen SMS viestittelyyn. Toimimme Suomessa ja lähetämme SMS viestejä ympäri maailmaa. Tässä on suora asennuslinkki. Paljon kiitoksia @Juho Koski ja @Zimple tiimille, jotka ovat auttaneet meitä…
Does anyone use Pipedrive Workflow or any third party app to manage deal flows for small (4 people) real estate teams? Ideally, I am looking for a template so we can maximize Pipedrive right away. Thanks in advance!!
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