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Sending Woocommerce Product name to Pipedrive
I am trying to send a Deal to Pipedrive after a successfull purchase, this is working fine but I am trying to send the name of the product aswell to Pipedrive and this is giving me an error. Any advice would be appreciated. I tried to use global $products and global $post to get any info of the product but it always gave…
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Pipedrive project integration de Monday.com
Hello, The launching of Pipedrive Projet is a great news. A new automation to Monday.com could be helpfull like "When a New Project is created, creat a new item in monday.com". Could you implement such an automation? Thanks
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Relating email to Pipedrive Deal in Gmail
I'm using the Pipedrive sidebar in Gmail. The most fundamental thing I need it to do, it does not seem to do... How can I link an email to a deal?
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Setting up an API in make.com
Hi, can anyone help me figure out how to make an API call using make.com? I am trying to add a note to a Lead using make.com. They don't have this feature, but it seems possible using the 'make an API call' with Pipedrive. This is as far as I got, but I don't think it is correct. Make.com has documentation, but the fields…
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LeadBooster chat tracking with GTM or GA
Hey, Is it possible to track LeadBooster chat interactions with Google Tag Manager or Google Analytics? Thanks in advance!
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Can we add GTM code to iFRAME Url for our pipedrive forms so we can use Google tracking?
Hi there - we want to implement tracking through an iFrame using Google Tag Manager. How do we add a GTM code to the iFrame URL? Thanks Katie #GTM #GoogleTagManager
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New Podcast - #34 CallTrackingMetrics - Jason Smith
Jason Smith, Sales Engineer at CallTrackingMetrics talks all things Pipedrive and CallTrackingMetrics with Evolve Sales Director, Bruce Bignell. CallTrackingMetrics makes it easy for you to track and attribute every online and offline lead to exactly which campaign is driving it. Covering: - Introduction to…
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Any way to link multiple Mails to my inbox?I
I'm a content creator and have multiple mails to stay in contact with different artists. Like show1@studio.com show2@studio.com show3@studio.com Is there any way to see ALL of them in one inbox view? And to keep seeing the connected mails of ALL of them in the contacts and organisaions views and the timeline?
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Can we restore deleted User or Organization using API?
Hello, i want to know if i can restore a deleted person via an API call? I found nothing about that. I want to synchronize the deleted status from the APP to pipedrive. If i restore a user from the app, I want the corresponding person to be restored. Thanks you for your response.
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Hi, can I extract the stage change records from pipedrive?
I would like to extract this type of record of how it changes from one stage to another
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Sandbox for testing existing account
I want to setup a sandbox account for API testing using data from our current Pipedrive account. Is this something that is possible with Sandbox Account in the Developers’ Corner? Thanks,
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Chatbot Pipedrive
The pipedrive chatbot has stopped working for about a week. I can't see the preview inside pipedrive and I can't even see it on my wordpress site. What may have happened?
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Jotform Integration
On the marketplace section I go to the details of the Jotform setup and installation. The instructions talk about "Authentication". Then it goes on to say you need to select from a dropdown one of three actions. Where is this dropdown? https://www.pipedrive.com/en/marketplace/app/jotform/ce131451a18baa9c
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Web Forms on LinkedIn
My understanding is that the Pipedrive Web Forms won't embed on LinkedIn due to LinkedIn restrictions. I've been told that a link to the Web Form CAN be included as part of a LinkedIn post. Does anyone have experience with this and what kind of results have been achieved? Have people gone the extra click and filled out the…
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Hi everyone, Is there a way for my agents to send a message to a contact person WhatsApp number from
Hi everyone, Is there a way for my agents to send a message to a contact person WhatsApp number from their Pipedrive deal interface? We have a WhatsApp business user. Thanks!
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RFQ in Pipedrive
Anyone uses pipedrive to ingest and hadle RFQ request for quote from a email inbox?
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Is there a list of template "fields" that can be used in Twilio
Is there a list of template "fields" that can be used in Twilio? I see the basics on the setup page, but I want to send my messages in "deals" page. I found that ${deal.title} works but what field can be used to pull the persons name inside the deal page? ${person.name} does not work unless you are on the contact page.…
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Seeking Advice: Text messaging
Hi, I'd like to be able to send text messages to leads to invite them to the next stage of the pipeline. I have leads coming in from around the world. What services would you use which integrate with Pipedrive? Thanks
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Does Acuity two-way sync with Pipedrive?
My leads are generated via Pipedrive. Can I sync from Pipedrive to Acuity to send appointment reminders versus leads generated in Acuity syncing to Pipedrive?
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Email sync not working again w/Exchange services
We have been using PD for about 3 years. We were constantly having email sync issues on our account and out of shear frustration I upgraded to Enterprise because that was the only way to get a live person on the phone. Nothing has changed, we spend so many man/woman hours on troubleshooting in a "rinse and repeat" cycle…
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Faturamento / Assinatura
Ola Pessoal, Os meus contratos são recorrentes, e possuo 600 clientes. Dessa forma, gostaria de importar todos os dados de valores, data de assinatura e tempo ilimitado para o Pipedrive, mas a minha planilha está dando sempre o mesmo erro (Subscription) HTTP request is not valid. Alguém ja fez isso? Conseguem me ajudar ?
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Caller reporting
Hello any idea when we would have reporting features for caller.
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Integrate Notion and Pipedrive - advice needed
Hi, I would like to trigger a Workflow Automation in Pipedrive based on a change to a database in Notion. Automate.io can do this, but since being acquired by Notion they are no longer accepting sign-ups. Zapier only allows triggers from Notion on a new Database entry, not a change to an existing DB. Does anyone have other…
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Different deals with same customer email synch
Hi Pipedrivers, if I have had a deal with a customer in the past on Pipedrive and I have to open a new one, all the old emails related to the past project are also synchronized on the new. Is there any way to differentiate them? Thanks in advance!
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(PODCAST) #32 Oneflow - Emilia Janis
Emilia Janis, Head of Partnerships at Oneflow talks all things Pipedrive and Oneflow with Evolve Sales Director, Bruce Bignell. Oneflow is the complete platform for digital contracts. They make creating, signing, and managing agreements quick, smooth, and effortless. Covering: - Introduction to Oneflow - Emilia's career…
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Sandbox Account How To Setup & Prerequisites
Hello, I need to set up a sandbox account for API testing, does this have to be requested from Pipedrive support & am I right in saying it has to be requested by the Admin of an existing paid Pipedrive account? Thanks
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Say Goodbye To Manual Linking Calendar Sync Activities!
What if I told you that the activity on the screenshot below came in through my Google Calendar Sync and Contact Person/Organisation/Deal were automatically linked to it without any manual input whatsoever? Hard to believe, right? But its 100% true - promised! Contact me under yannik.sommer@pd-experts.com to find out how…
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Multiple users scheduler synchronization
Hi PipeDrive team, I would like to use the scheduler to be able to arrange calls with the client in which multiple PipeDrive users participate. To do this, however, I would need to include in the scheduler's availability the schedules of my other colleagues who will need to attend the meeting. So my question is if it…
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MAKE - Hours problem when it sync
Hello, I use MAKE to synchronize some activity and when I do the transfer the time is no longer the same as in the event? Pipedrive is (-4:00 America/New_York) someone help me thank you!!
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Okta
We have Okta as the IDP/SSO, upon clicking on Pipedrive application OKTA dashboard it opens the app on a separate tab asks us to enter our domain name- after we enter it it does a loop and comes back to the same screen- contacted support multiple times with no success- requested to connect with support engineer over…