I'm working with a client that also has a M365 environment. I've created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com next step is that ALL documents related to that customer are stored in that specific Client Environment and when a customer signs a document…
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,
My sales team is currently switching back and forth between Pipedrive and another app to actually create the quote and collect a deposit. We take 50% upfront and the other app allows us to convert that approved quote into an invoice, which automatically takes off the deposit fom the final invoice. Is there any sort of…
I just started using Pipedrive and would like to import a large amount of historical sales data from Quickbooks so that I can see each transaction and previous purchases by customer in Pipedrive. How can I do this?
How do I get Custom Field information for Organizations and People out of Pipedrive and into Zapier. The Pipedrive-Zapier integration does not look to these Custom Fields. So I need to use the API. But it is not clear how to do this. Does someone have experience with this that could help me out?
I am new to Pipedrive.. A lot to learn. We use a cloud based VOIP system called Fonial in Germany and it is pretty good. I am looking how to integrate it into Pipedrive if at all possible. I would prefer to continue using Fonial as we have many desk phones connected to it. Fonial does not unfortunately have their own…
Hi there, I want to program a business value calculator that creates a new lead in Pipedrive via API by entering the gathered information into the Lead Tab of Pipedrive. Now there is a lot of miscellaneous information about how to achieve that. However, when I execute a test node.js file, it always tells me that OAuth 2…
Hello, I'd like to request and enhancement to the Android app in the form of a widget that would display tasks. (It could display whichever activities were selected in settings.) Right now, I'm using Make to fill tasks into Microsoft To Do, but having this native would be great. Especially if they could be marked as "done"…
Hi Team, I often use our ZoomInfo (ZI) platform to identify our business leads. This tool is integrated with Pipedrive (PD), exports my contacts to our PD account. However, once I select the export from ZI system to PD, I am not sure where they are held for further details to add. Help please.
Hello, I’m building a link between PipeDrive and ActiveCampaign, using Zapier.com. The chosen Label values for a contact person, as well as for a company are not visible in Zapier. Does anyone have a solution for this? Thanks! Michel
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