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Which are the best softwares (more or less in the PipeDrive price range) within the following catego
Which are the best softwares (more or less in the PipeDrive price range) within the following categories, to integrate them with PipeDrive? (1- Customer Service Desk / 2- Project Management / 3- Billing & Accounting). Our company is considering changing to an all-in-one software, including the CRM software, but I love…
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When working with Trello as Project Management software after the sale is complete, you can have Tre
When working with Trello as Project Management software after the sale is complete, you can have Trello linked to Pipedrive to create a card at a certain stage or event in Pipedrive. That's all good, but the information that is on the new trello card is very limited. Wouldn't it be nice to have you uploaded files and notes…
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Generate instant reports and learn which marketing campaigns and lead actions are leading to deal m
With our recent launch of two-way data sync , I think it is a good idea to explore how Salespanel can be used to generate lead reports and identify which marketing sources and lead actions are leading to deal movements to later stages and purchases. If you are not familiar, Salespanel automatically captures leads from your…
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Want to Hire Developers Specifically?
We actually have another Community specifically for developers so if you're looking to hire someone to build an application, process, etc for you. This might be the best option for you
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The most in-depth Pipedrive automation & growth hacking guide!
I love Pipedrive ❤️ So I decided to write in-depth (even the most in-depth) guide on Pipedrive growth hacks & automation tips: (I'm 100% sure you'll find something new that will 🤯) So here is what we've covered: * Generate leads with outbound and inbound marketing 😎 * React with the rocket speed on new leads 🚀 * Automate…
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Yelp Fusion <> Pipedrive integration
Hi guys, I am wondering if anyone has ever been able to import review counts from Yelp listing into Pipedrive? Thanks in advance for any best practices for accomplishing this!
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Pipedrive & Zendesk
Does anyone have experience in using Pipedrive and the Zendesk suite? Zendesk Chat - creating deals straight into Pipedrive Zendesk Support - Sending details of our clients into the Support team
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Pipedrive integration/setup success story
Hey everybody, in our new case study you can learn how we helped one of pickSaaS customers - Diesel Sales integrate their Pipedrive system with lead generating websites they're using in their business by: -> Connecting the customer with a dedicated support person -> A ticketing system, solving customer queries in 1h-24h…
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Problem sync Pipedrive -> Mailigen
I'm testing integrations, and I noticed that when I update fields on Pipedrive (such as First Name and Last Name) they don't sync in Mailigen List. Has someone same issue? Thanks!
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I am getting this SAML error No IDPSSODescriptor found in metadata for protocol urn:oasis:names:tc:
I am getting this SAML error No IDPSSODescriptor found in metadata for protocol urn:oasis:names:tc:SAML:2.0:protocol . Has anyone seen this. Here is the full error "We were unable to create identity provider: No IDPSSODescriptor found in metadata for protocol urn:oasis:names:tc:SAML:2.0:protocol and entity id…
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How to track campaigns in PD
Hi, I am looking for solutions how to track campaigns. I really like group emails from PD - I set the case: So far I have organisation labeled as customer, etc. - I want to send all of my customers some new study or some limited offer for some consulting service: what I do: I filter persons based on criteria, create custom…
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Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
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SAP business one
its there any integrations among SAP business one and Pipedrive?
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Pipedrive & Microsoft Teams Integration: let's work! [workaround]
Hi to all! I use Zoom for personal or "informal" video meeting and Microsoft Teams for business. Always my business meeting are organized with Pipedrive Scheduler. The problem was that on my calendar there were not the direct link to Teams Meeting, and I had to send it to my gests with a separate email, creating a new…
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Pipedrive and Microsoft Teams Meeting link
Hi! I'm using Teams for video meeting with clients. I'm using Pipedrive to schedule meeting: often my client book a slot using my pipedrive schedule function. Is is possible to create a Teams Meeting when someone book ad appointment with me using Pipedrive Schedule and send the Teams Meeting link? Any ideas? Thaks!
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Do Not Call Register DNCR Washing Australian Phone Numbers
Hi guys, we have developed a phone number washing system that checks all Australian phone numbers in Pipedrive against the Do Not Call Register feel free to reach out if you or one of your clients could use this. Will be submitting through App Store soon. https://mediabooth.com.au/workflow-automation/pipedrive-crm/
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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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Hello everyone.. I do a certain action around 30 times a week and would like to have it Automated..
Hello everyone.. I do a certain action around 30 times a week and would like to have it Automated.. When I click "scheduled Consultation" I would like for Google calendar to pull up a meeting notice, enter in "Name of client - First Consultation (Phone Call)", put in the notes section their phone number, and put their…
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Addresses Formats in Custom Fields for sending postal mail via mail merge
I have set up a custom field called POSTAL ADDRESS this would be used to send postage mail to contacts in Australia (via a 3rd party app yet to be discovered or built) I'm currently using using the address field which autocompletes from google maps the current issue is by using the pipedrive address custom field it: (a)…
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Hi guys! Is there a way to put a filter to prevent duplicate deals or people when leads come from di
Hi guys! Is there a way to put a filter to prevent duplicate deals or people when leads come from different CRMs? Thank you
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Building interactive Dashboard for free using Pipedrive data
Are there any B2B platforms you guys are using to visualize Pipedrive data? If you want to visualize your Pipedrive data, check out my guide to build your whole data analytics stack out of it here. Build Dashboard from Pipedrive data
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Google Email + Calendar sync
I really would like to switch over from our existing CRM (close) to Pipedrive. The way we are used to work with the Google email + calendar sync is this: * whenever an email is sent or received in Google and matches a contact's email address, it is automatically synchronized with the CRM and assigned to that contact in the…
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We are new to Pipedrive, and like it so far. We are looking for a solution for sending bulk, custom
We are new to Pipedrive, and like it so far. We are looking for a solution for sending bulk, customized SMS messages and dropping bulk RVMs. Does anyone have any suggestions?
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I created a tool that integrates with FB business API to generate lists of businesses + automate col
I've been using Pipedrive for well over a year now and love it. I partnered up with my brother to create a pretty useful tool (at least for B2B peeps). It keeps my appointment booker busy and gets me a good amount of sales calls. Would love to know if anyone would be interested in trying it out for free so I can get some…
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Can Pipedrive be integrated with Salesforce?
Can Pipedrive be integrated with Salesforce?
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Hello everyone! Im having problems to connect emails and contacts on pipedrive. For example, when i
Hello everyone! Im having problems to connect emails and contacts on pipedrive. For example, when i send an email to john doe and he is a contact but not linked to a business, the email is attached to a aleatory business. How do I solve this? best!
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Calling using Windows 10 App: Your Telephone
Hello All! I am trying to call using the Windows 10 App: Your Telephone. It works, but it doesn´t allow to introduce any records in the Pipedrive system, so I have to manually introduce the activity Call, time, etc... Having a look in the video demos, I can see that notes can be taken, etc, etc. I am just wondering if I…
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Slack - Performances report
Hello everyone, I am quite surprised to be the first one posting this here: Wouldn't it be great to have the possibility to trigger a message on a slack channel with the performances of each sales rep (and/or the whole team?). Daily, weekly, monthly or even quaterly. Sales is about performances, isn't it? Let's up our…
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Doing outbound sales in B2B?
Hey everyone! Anyone doing outbound sales (email campaigns & cold calls) in a B2B context in the insurtech/fintech industry? Curious to hear how you adjusted your strategy since the pandemic. Happy to host a zoom call some time next week to discuss!
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Do you use Zoom for video meetings with your customers?
Hello! Arseniy from Product team is here! What annoys you the most when using Pipedrive and Zoom Meetings to schedule and hold meetings with your customers?