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What tools are you using for NPS and how it integrates with Pipedrive? Thanks!
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Possible to use Mixmax for email targeting by custom Contact tags / segments?
I'm looking to improve our company's ability to target Pipedrive contacts based on the segments we've identified (such as SQL, MQL, Customer, Evangelist, etc.). How are folks using the Mixmax integration to achieve this? Any suggestions?
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Automated follow up post cold call
Hi Experts! I have configured pipedrive to auto call with help of cloudtalk and would love to get a share of experience of how you manage the automated follow up emails after . am using lemlist as cold email plaftorm.
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Handling customer service and troubleshooting
Hi all, We are hurting for a solution for customer service. I love pipedrive for putting prospects through sales and order fulfillment processes. After they become customers, they call in needing technical support. Our equipment is large and expensive, and we only have around 400 customers to manage, all identified by a 4…
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Zapier - Updated Person / Find Person & Custom Fields
I'm trying to make a zap that updates another system when a contact us updated in Pipedrive. A crucial component is grabbing data from the custom field on the person. Is this possible? I don't seem to be getting my custom field via Zapier.
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Watch now: Let's talk about "Virtual Sales" - LIVE WEBINAR - (28 May) at 3pm BST
"Virtual Sales". Mother nature accelerated our adoption of contactless interactions. Join our interactive live discussion with Daniel Disney (The Daily Sales) and Max Altschuler (Sales Hacker) where they share their thoughts on a digital-first approach, and answer any questions.…
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Which lead generation automation tools do you find the most helpful?
Using the most effective lead generation process, tools, and templates is crucial for maintaining a reliable flow of qualified leads. There are a number of fantastic automation tools available to help you do just this. In the guide, Lead Generation, Automating Your Lead Gen Strategies, we discuss a number of automation…
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Best integration for Surveys/Webforms
Best marketplace app or integration for converting webforms/surveys to deals in PD?? many do not correctly transcribe the data being entered into the deal like the company name. Closest I've gotten is a Zoho form to a deal but it was missing the organization and had some random person under the contact... But the deal name…
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has anyone used the quickbooks integration app? how well does it work?
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What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
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חיבור ווטסאפ
שלום ערב טוב, אשמח לשמוע אם הצלחתם לחבר את הפייפדרייב עם ווטסאפ, שליחת הודעות מהאינטרפייס של הדיל למספר הווטסאפ של הלקוח. תודה, ניצן
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Klenty to pipedrive automation
This is my case scenario - we want to run a huge global campaign - our contacts are in google sheet I would like to set a cadence and when someone replies, pipedrive would create: - ideally lead (but this is not possible yet I guess) - person and related deal to it I know, there is a possibility to do it via zapier - there…
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SMS Templates
Hello I hope everyone reading this is staying healthy. I utilize the email templates and it is a great feature. Are SMS templates possible? If so how? Thank you.
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"HIdden" field I can borrow in Activities?
The Pipedrive Outlook calendar integration lacks a bit for our user's needs. For example, items are added into Outlook as UTC time, there isn't a default 15 minute reminder for them, not enough body, description, and activity type data appears in the Outlook item, etc. So I am using the Pipedrive API along with 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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Using Zapier to add products
When adding a deal to a Pipeline via Zapier, I notice there is no way to add a product in the Zap. There is a way to add another step in the Zap, but that creates a NEW product and there is no way to access your product list. NOT a very good use of the Product feature in an automated way.
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What are the best addons?
What addons can you not live without? Right now I have it integrated with JustCall, Google Calendar and gmail. This gives me an amazing system. But what other addons should I know about that will change my life?
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Any plans on 3CX - Pipedrive integration?
Any plans on 3CX - Pipedrive integration?
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What can WeMapSales do for you: more about Geo-visualization and Geo-analytics on Pipedrive!
Hi Community, We launched our App, WeMapSales, on May13th. Since then we have seen interest in our App, views of our YouTube videos and interaction with our Social Media. More importantly we got requests and questions about the App and its functionality. Here is the first of a series of “What can WeMapSales do for you”…
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What can WeMapSales do for you: more about Geo-visualization and Geo-analytics on Pipedrive!
Hi Community, We launched our App, WeMapSales, on May13th. Since then we have seen interest in our App, views of our YouTube videos and interaction with our Social Media. More importantly we got requests and questions about the App and its functionality. Here is the first of a series of “What can WeMapSales do for you”…
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Pipedrive synch help
I'm looking for a PD expert who can help us refine our system; primarily the way leads are ported via Zapier from our website and "Leads To Sales" (a system that captures our phone leads) into PD. I'd like to auto-populate fields from these sources and reduce my manual inputs. Also perhaps some tips on how to streamline my…
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Is syncing certain fields across deals, people and/or organizations something you need?
I started this integration for HubSpot (over there they are crazy over wanting a sync'ed field configuration feature). I don't know if this is a need in Pipedrive as well? Basically the idea is the following: Change in Person source field -> syncs it to the Deal source field (so they both match).
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Remove the need for deal owners to have Slack users
Hi, currently, in order to make a notification happen in Slack, the deal owner needs to have the Slack app installed and connected. This brings up a huge disadvantage of not being able to set up notifications for other team members (or teams) who do not have Slack installed and it leaves the team blind about general…
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Outfunnel
Ciao a tutti, qualcuno di voi ha provato Outfunnel?
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SIP provider or other options for calling in Norway
Hi! We're testing a calling feature and it looks like that a standard Pipedrive caller (which uses Twilio) isn't a best solution for calling inside Norway. Maybe you've already dealt with setting up calling through Pipedrive in Norway and can share experience or just advise a SIP provider? Thanks!
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pipedrive zapier problem: hidden BCCs emails trigger too many "updated contact" -- need "updated con
Hi guys/gals, Your Zapier integration allows a useful "updated contact" feature. Unfortunately a contact is considered updated even if they receive a BCC email (e.g., through the hidden BCC feature or otherwise). This makes the feature basically unusable since it generates too many "updated contact" events -- when in fact…
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Geo-visualization and geo-analytics available for Pipedrive, for the first-time!
Hi Community, WeMapSales brings geo-visualization and analytics to Pipedrive! You will be able to visualize your data and activities on a map; geo-analyze it; automatically create and manage territories in a map-based interface; and much more. WeMapSales has integrated four geographic visualization and analytics tools into…
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Meet by Ringover
Hi Pipedrive community! Ringover has launched a new video conference and screen share tool - Meet by Ringover last week! The tool is free to use, open, secure and 100% GDPR compliant. Feel free to check it out for your next team or client video meeting https://www.ringover.com/en/videoconference We also offer audio…
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REVENUE feature API
Hey.. I like the new REVENUE feature, but still there isn't way to set it automatically, via API more Zapier or even via list view. This is super important... Otherwise this feature is a manual one, and we like to automate things :)
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Pipedrive --> WhatsApp Integration
Hi Community! Our platform, Quickdialog, allows user to manage conversations from email, social media and messaging apps directly from one platform. We've recently build an integration with Pipedrive for the WhatsApp channel ( other channels in the Pipeline!) and would love to get feedback from Pipedrive users on whether…