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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,…
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Smart docs Addon
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…
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API connection to Encompass (MORTGAGE INDUSTRY)
anyone have experience creating webhooks or API to connect pipedrive to encompass lending platform
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Has anyone else had issues with the Postal Address fields in Smart Docs?
When I add in the fields individually for the customer postal address the 'Town' field returns blank, the 'city' field always returns England. If I insert the one singular Postal address field, it brings all the relevant and correct info but in one long line, not how an address is laid out for a letter. [Person full name…
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Evolve Pipedrive Podcast: #41 - Pipebooster, Vlastimil Vodička
Vlastimil Vodička, CEO of Pipebooster talks us through how Pipebooster helps turn your buyers' job changes into revenue. Pipebooster tracks your contacts job moves, creates updated details, including new contact information, and alerts your sales team to a new prospect for your SDRs. Covering - The Pipebooster journey -…
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Importing webform leads to Pipedrive via Zapier
So I have been working on this for some time now and finally have figured out that in order to import a lead via Zapier you have to create the following three steps after your form trigger: Create an Organization in PD via your form field for Organization, then Create a Person in PD via the form field and connect to the…
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What team messaging app would you suggest that integrates with Pipedrive activities?
What team messaging app would you suggest that integrates with Pipedrive activities?
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API endpoint to send emails (or a way to add pipedrives open mail tracking to outlook msg)
Hi, so here's the situation, Pipedrive's tab gets lost pretty quickly in my browser, but everytime I get an email, there's a big notification from outlook overlayed over everything, so autopilot kicks in, I click the notification and reply. Problem is, I would like to track some of those responses, it seems to me that 2…
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Evolve Pipedrive Podcast: #40 - IRIS, Russell Bigg
Russell Bigg, Channel Director, EMEA talks us through how IRIS Clarity helps sales teams remove the background noise from calls. Iris Clairy is an AI powered voice isolation that removes background noise from your calls. Covering: - The IRIS journey - Research insights from: The role of audio in an increasingly digital…
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LeadBooster proposal
Hi guys, LeadBooster such a great function, i really love it! But a very important thing that LeadBooster benefits from is the ability to receive instant alerts when a user requests LiveChat. I found an event in the API "conversationEnded". This is good, but there is a need for a missing event "conversationRequested". This…
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help for develop API
Can't access chat in Brasil for help? I'm in Brazil and I need to clarify doubts about how to develop API for integrating tools in pipedrive.
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Travel company
Hello, any travel company/agency, tour operator here in the Canadian Pipedrive community. If so would love to connect and share how we integrate Pipedrive within our workflows.
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welche Datenfelder werden mit Outlook Kontakte synchronisiert??
Wir haben die Outlook Kontakte Synchronisiert, dabei fehlen leider alle Adressen. Kann man die Sync beeinflussen? Kann ich die Adressen per Hand Importieren? Ist eine 2Wege Sync möglich?
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Is there any possibility to integrate whatsapp by twilio in the pipedrive mobile app?
It seems to me that the integration of WhatsApp by Twilio is a powerful tool to reinforce the sales chain in pipedrive, however if it is not going to be possible to use it in the same way from the pipedrive mobile app, it ends up being a good idea but with poor performance in practice. Is there a way to solve this and be…
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Chrome extension
Did you guys sunset your Chrome extension or was that built by a 3rd party? I swear there used to be a Chrome extension so you could see People/deal info directly in your gmail, and also one-click create new People/deals in Pipedrive right from an email. I can't find it anymore...
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Anyone know how to send bulk messages using twillo?
Whenever sending bulk messages using the Twilio integration, none of the numbers is recognised, but when I call them individually they work. I think it removes the 0 of the end for some reason, does anyone know how to fix this?
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Asset management & ticketing
I work for a company that sells technical medical equipment. We are looking for a way in PD / or 3rd party app that would allow us to manage a customers assets (i.e. product warranties, serial numbers, maintenance contract). Ideally we would like this to to have a support ticketing function as well, to keep track to any…
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Full integration with Hubspot
Hi, The firm I work for previously had an archaic CRM system which I struggled with, it was slow, clunky and just poor. I took my gripes to management and asked if I could break away and use my own, which they were fine with, as I had used Pipedrive previously it was my go to CRM, however; I did trial Hubspot through a…
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Managing several companies/pipeline with restricted access
Hi ! My Company has several entities and I would like each of them to have their own Pipeline to manage their own leads. My Idea is to create one pipeline / entity but the limitation is I want the people from one entity to have access only to their own pipeline. Do you have any idea how I can manage this point ? Thanks !…
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WIX to Pipedrive automation
Hi there, I have a website using Wix and the main purpose of that website is to get the customer to apply for a service by filling out a form and push send… simple ☺️ What is the best way to automatically generate a deal in Pipedrive, using this implemented data? I have tried using Zapier, but not been successful… but…
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Best APP for WhatsApp
Hi Guys, new here in the Community! I'm set up Pipedrive and would like to know whats WhatsAPP APP work the best with Pipedrive. Thanks a lot!
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Good App for Outbound Calling?
I'm looking for a good caller app! We are using Pipedrive to make calls to prospects and it would be nice to get some data on those calls aswell, and maybe some more features around call logging and connecting inbound calls to the right Deal, etc. I still want to use the hardphone and we have a software that connects to…
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Improved lead scoring for Pipedrive
We at Outfunnel have recently mightily improved our Lead Scoring feature to include both marketing engagements (email clicks, visits to specific pages, etc.) and data from Pipedrive. Namely: You can increase scores when a key (sales) Activity has been completed, such as attending a demo call, registering for a webinar,…
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Do you use any Cold Calling apps that are integrated with Pipedrive?
Looking for recommendations on call automation software that integrates with PipeDrive. Ideal Requirements: * Integrates to the CRM to log calls and conversations, * Auto-dialing, preferably across a list of accounts/deals/organizations, * Call Recording, * Bonus if it automatically leaves pre-recorded voicemails!
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Can anyone share experience of best way to setup Outlook email integration with selective sync?
Am new to pipedrive and realise the email privacy issue of complete sharing. Someone can add my personal email or another (non-pipedrive using) staff member and see all my emails. Too risky. So Pipedrive suggest use labels but i don't know how you use that effectively to isolate these emails from syncing - can anyone…
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Using emails with different URLs
We would like to upgrade our package to advanced to take advantage of the integrated email functions. Only spanner I foresee is that 3 of the team use the gsuite domain @360v.co.uk and another 3 use @360dental.co.uk Will this be an issue or can pipedrive handle this
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Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
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Pipedrive and Google Analytics integration
Hello everyone, We just launched a Google Analytics connector on Pipedrive marketplace: https://marketplace.pipedrive.com/app/google-analytics-connector/4f7c5fc4817d04d6 The app allows to see Google Analytics information in Pipedrive objects: Your feedback would be much appreciated!
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Evolve Pipedrive Podcast: #38 Fireflies.ai - Krish Ramineni
Krish Ramineni, Co-founder at Fireflies.ai talks all things Pipedrive and Fireflies with Evolve Sales Director, Bruce Bignell. Fireflies.ai helps your team record, transcribe, search, and analyze voice conversations. Covering: - The Fireflies.ai journey - How Fireflies.ai integrates with Pipedrive - The roadmap for…
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Salytix sales dashboard Q&A
Hello, I represent the team at Salytix, who have created a real-time dashboard for you to have in your office, or on your phone. It simply displays your sales team's results in a day, week, month, and year fashion. Our product is currently under development, and we would love all feedback or any other questions about sales…