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…
Scheduled video posts to Facebook, Instagram, LinkedIn, and Twitter: This gives you another option to get your message in front of your audience. Video has grown in popularity year over year and gets more engagement and more exposure. And it's easy to schedule videos to your content calendar so you don't forget to post.…
If you're using Pipedrive and haven't connected your Gmail or Outlook account yet, you're missing out on a huge time-saving feature! Here's a video sharing how to connect your email and some tips for saving time on your follow-ups. NOTE: This feature does require the Advanced subscription. If you're on Essential,…
Bruce Bignell talks to the CMO at Crisp, Antoine Goret. Crisp is an all-in-one business messaging platform that gathers teams, conversations, data and knowledge, around one place. Covering: - Introducing Crisp - How Crisp & Pipedrive integrate - Best use cases for Crisp - Top-tips for new users - Best-practices for…
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