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How to connect your Gmail or Outlook to Pipedrive
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,…
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Evolve Pipedrive Podcast: #46 - Antoine Goret, Crisp
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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Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be
Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be present in that integration.
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Google Tag Manager and Pipedrive forms. Still no? Or any worarrounds?
Hey community, I tried to track pipedrive form submission with GTM but seems like I got stuck. * No way to trigger event with visible element when 'thank you' message occurs. GTM hear zero events in pipedrive iframe. I tried to get a class #app > div > div > div > div > div * No way to trigger with GTM;s auto listener * No…
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Evolve Pipedrive Podcast: #45 - Akhil K.S, Supermeet
Bruce Bignell talks to Akhil from Supermeet about how Supermeet makes it easy for growing teams on Pipedrive to book meetings. Supermeet is a scheduler designed specifically for Pipedrive. Features include: a personal & work calendar, team scheduler, advanced lead routing and analytics. Covering: - Introducing Supermeet -…
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JotForm authentication expiring every few weeks
Hi, I've been using Pipedrive for about 2 months now and use JotForm for our lead forms. These integrate directly with Pipedrive to create new contacts when there's a form submission. In the 2 months we've been using it, the authentication between jotform and pipedrive has expired. I get no notification whatsoever until…
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Will You Be Integrating into Click Up?
Will You Be Integrating into Click Up?
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Deal Custom Fields Options
Hey. I have an issue with API custom field options in deals. I try to add ENUM custom fields to deals. And can't add correct options to fields. The system doesn't parse my options JSON string and add it as one option. What I mean, is see the screenshots: My request And What I have: Could you, please, help me? Where is the…
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Geo location integration with Pipedrive
Hi guys Is anyone aware of a geo location facial recognition phone app that can verify attendance check in at various locations? Kind Regards Charlotte :)
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How do I send data to a custom field when creating a new person via API
I am adding persons from my backend to pipedrive using API, I'd like to understand how can I send data to custom fields I defined in the company setting
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How do I email a document that was created in Pipedrive?
It seems like this is just 100% missing but I want to post here. I create proposals and renewal amendment using the Documents feature and templates. However, there seems to be no easy way to email the Document or Link once created. Am I missing something or is there a best practice for this? An example: I create a new…
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Which email providers work best with Pipedrive?
My company currently uses Zoho and we integrate our email into Pipedrive through the IMAP protocol. Syncing is flakey and we currently have a sync downtime of 29 hours with no resolution on the horizon. I need another solution. Obviously there is Google and Microsoft integrations. They would be the last I would use for…
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Keep update your prospect between Linkedin and Pipedrive
Good morning everyone, I would like to find anything that permits to link Linkedin with Pipedrive. To be clear, I am looking for a tool that update automatically or tell me to update when one of my prospect change his post or organization. Do you also have a site to verify email adresses before a campaign ? I already try :…
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Sync product usage insights to Pipedrive with the new ProductSync integration
If you're a software/SaaS company, knowing how actively freemium or trial users engage with the product is key for qualifying leads. But as our research shows, this data is usually not easily accessible to the salespeople. Another tab needs need to be open to see product usage -- if the data is accessible at all. Enter…
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Doubts about Typeform-Pipedrive integration process
When relating Typeform questions to Pipedrive fields, I get some that I don't understand where they are created and I can't delete them for the same reason and others that I have created in "datafield-leads" that I don't get in the deployment. How can I fix this? Thank you very much!!!
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Evolve Pipedrive Podcast: #44 - Riaz Kanani, RadiateB2B
Riaz Kanani, CEO and Founder talks to Bruce Bignell about how RadiateB2B helps you stop missing pipeline opportunities with intent data. Their intent data platform monitors company activity both on your website and across the internet to tell you who is in market today. Designed for small to medium sized companies selling…
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Multiple filters
Greetings, I am currently working on an integration that involves filtering persons based on multiple fields and multiple values per field, through the API. As far as I know, it is not possible to implement the following type of filter using the API: Custom Field A with an "OR" operator between the options: option-1 OR…
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Automatically Changing Deal Stages
Hello, I was wondering if Pipedrive allows stages to be moved automatically. For instance, I have a custom field and when the field "is not empty" I want the deal stage to be changed. Do you know if this is doable natively or through Zapier? Thanks for your help in advance!
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Free LinkedIn to Pipedrive Contact Importer!
Import LinkedIn contacts to Pipedrive in a click LinkPort- a free LinkedIn to Pipedrive importer lets you add LinkedIn contacts to Pipedrive in a click. You can fill your Pipedrive CRM with unlimited LinkedIn contacts without any manual work. Here's a video on how LinkPort works with Pipedrive P.S - LinkPort is free for…
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Easybill mit pipedrive verbinden (DSGVO)
Hallo, ich möchte gerne pipedrive mit easybill verbinden. Alle tools die ich bisher gefunden habe stammen aus den USA, was bezüglich des Datenschutzes relativ problematisch ist. Hat hier jeman etwas gefunden das in DE bzw. wenigstens innerhalb der EU gehostet wird?
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Wie kann ich timely mit pipedrive synchronisieren?
Ich suche nach einer Möglichkeit Zeiten in pipedrive zu erfassen. Der support hat mir timely empfohlen. Ist ein nettes tool - nur wie kann ich das mit pipedrive verbinden? VG
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Post file binary does not work
As Im writing a post method to connect with PipeDrive api I encountered a convertion problem(or the lack of convertion). As documentation says the file should be send as a binary file.This is my code in c# to convert the file. Byte[] bytes = System.IO.File.ReadAllBytes(filePath); String file =…
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Pipedrive Call Feature no longer working with US number format
We've been using the PIpedrive "Call" feature since it came out. Our phone numbers are formatted for US Format, i.e. 515-555-1234. However, the system will no longer accept this format! And our entire phone integration setup is dependant on hone numbers being formatted this way. This is a huge problem! Any comments from…
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Moved: When will you integrate with ClickUp
This discussion has been moved.
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Evolve Pipedrive Podcast: #43 - Pablo Gallego, Mailshake
Pablo Gallego, Account Executive at Mailshake talks to Bruce Bignell about how Mailshake helps your run your cold email campaigns, its key features and how it integrates with Pipedrive. Mailshake helps you automate your cold outreach. They make it easy to connect with more prospects, book more meetings, and generate more…
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Email preview
Hello everybody, I've been using Pipedrive for a short time and I wonder if none of you miss having the split with the email reading preview, like in the more common Gmail and Outlook. Advice? Are there any improvements in this regard? Greetings
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I would like to ask about the problem on the webhook.
Hi Team, I am having a problem with my webhook, sometimes webhook announced that Error but did not report anything specific, so I could not debug it. Can you check the log to know where my webhook link is wrong? Thank you very much.
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Zapier: PipeDrive pings Zapier too often - any workarounds?
Hey all - I'm sure many have seen this behavior, but we're trying to send a series of automations from PD to Zapier and onto Google Drive, Slack, and others. However, PD sends a request to Zapier every time someone makes any change in PD. This causes Zapier to see thousands of requests per month. Here's what we're trying…
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How can I edit a Typeform integration that is already done?
Hello everyone! One question, I am working with a questionnaire in Typeform that is integrated with Pipedrive, but I need to edit this integration because it is not associating well the questions of the questionnaire with the fields of the funnel. Does anyone know how I can do it? Do I have to "delete integration" and do…
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Evolve Pipedrive Podcast: #42 - Hints, George Levin
George Levin, Co-founder & CEO of Hints talks us through how you can save 60 minutes of your day by using the Hints AI assistant to update your CRM for you. Hints is an AI assistant that makes it easy for you to update your favourite tools like Pipedrive and Notion via chat. You can use it to create and update deals,…