This is an appreciation post for the Smart Docs Addon in Pipedrive and I am guilty of sleeping on it forever. Just started digging into it and realize how powerful it is. There could be others like me, which brings me to my question: What are some challenges with Smart Docs that you are facing? If you're, why are you using…
Hi Everyone, I'm currently using Apollo.io for email marketing and helping facilitate SDR phone calls; however, their pricing for the phone is VERY expensive and their data is really bad. We're going to transition to using Zoominfo or SalesIntel for data but I need a better way to set up email / phone tasks that are more…
Bruce Bignell talks to the CEO at Bread & Butter, Isiah Pasquale. Bread & Butter helps you turn visitors into prospects instantly. Remove conversion friction, send real user data to your CRM and continue learning about your prospects as they navigate your site. Covering: - Introducing Bread & Butter - How Bread & Butter &…
I hope I‘m not the only one but I think it‘s very sad, that so many features get sunseted. What‘s the cost of the features to be kept alive? Xero iCloud contact sync Now Live Chat in the app (but remains in the web version) Why did you do that? For me as a huge fan, customer and affiliate it‘s hard to grasp. I constantly…
Pipedrive doesn't officially support a connection to the Quickbooks product named Self-Employed. My bookkeeping system is on Quickbooks Self-Employed. Does anyone have a work-around to populate invoices from Pipedrive information into Self-Employed?
The Webhook version 2.0 for Notes is missing the change_source data, which is quite annoying. My current setup sends notes from our dialer software to the deal in Pipedrive. Our meeting bookers are only working in the dialer software, and these notes are communication related to that deal, intended for the salesmen working…
Hi we want automatically send the participants, who have participated or who have been registered but not participated into pipedrive. Has someone any idea, how we can do it. Do we need Zapier? Or is it possible to do it directly between pipedrive and zoom. thank you very much for any ideas. Best regards Angelika
Hello hello, Please join our beta and try out the wonderful OneClick addon! Just install it and extend your Pipedrive to a completely new level: With OneClick you can create buttons and connect them to your Zapier or some other integration platform that supports webhooks. Also, we would appreciate any input from you here:…
I was wondering if any of the more technical users have implemented a helpful algorithm for predicting the Won date of a deal? My current draft: Remaining days in sales cycle = average # of days deals spend in each of the next stages in the pipeline + # of days usually spent in the current stage - # days spent in this…
Have anyone else lost their nerves, when you have edited the tasks/activity, e.g. made notes in customer meeting and changed window from one to another and the editing window has closed without saving and you have lost all the changes done? Well I have and quite many times. It is also quite annoying that you can't save the…
It looks like you're new here. Sign in or register to get started.