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Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal
Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal in Pipedrive > Proposal in PandaDoc > Proposal accepted in PandaDoc > Data back into Pipedrive > Send Invoice on that Deal / Proposal from Pipedrive and have that data sync automatically with Quickbooks Online.
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Time Tracking Practices and / or Integrations
Hello FS people, Does anyone here time track the amount of time they spend working on clients and have they managed to integrate that into Pipedrive, either directly or by using an integration and linking time tracking to contacts or particular deals? This would be a really useful feature imo. Thanks for your answers, Paul
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Which Accounting/Invoicing Integration would you like to see Pipedrive do a Webinar/AskMeAnything se
Which Accounting/Invoicing Integration would you like to see Pipedrive do a Webinar/AskMeAnything session with?
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Integration mellan Pipedrive och Microsoft Business Center
Hej, Känner du till om de finns någon integration mellan Pipedrive och Microsoft Business Center (affärssystemet)?
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Hello to the best community ever! Please advise me further on this - GoogleDrive integration.
GoogleDrive integration I have accessed GoogleDrive via Pipedrive (Documents - BETA) and uploaded a file (Share Link). Plus in the 'setting' I have set SHARE ALL GOOGLE DRIVE FILES WITH OTHER PIPEDRIVE USERS IN YOUR COMPANY! Despite the above any other user in my company is having difficulties to access the file. If I have…
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Hur sköter ni fakturering?
Hej alla! Hade varit kul och höra hur ni hanterar fakturering och hur automatiserad den är. Vårt bolag kör Fortnox som affärssystem. Vad jag känner till så finns ingen integration som kan hjälpa oss automatisera den. Hur gör ni?
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Pipedrive - formstack integration
Hi All. Im pulling data from pipedrive to formstack documents to create automated doecument merges. So far, all field values show correctly except the fields that have "person type". Those are showing up as numbers instead of text/string. I have made sure im using the exact same merge tags for my document mappings.Can…
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Roofer Business Setup Suggestions
Hello All, I wanted to try and get some advice/feedback for setting up my CRM for a roofing company. I love the community and I feel like throwing this out there will probably help my implementation process. Currently, I'm working on a Pipedrive setup process for a small roofing company with several unique needs (as…
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Integration SAP Business One with Pipedrive
Is anybody using this integration SAP Business One with Pipedrive? https://www.appseconnect.com/sap-business-one-pipedrive-integration/ Does it do what you expect? Happy with it?
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Can anyone help me fix my G Suite + Pipedrive Email Sync?
NEED HELP: All of my G Suite email is syncing with my Pipedrive Account. We're talking 1,500 plus emails. OOPS! Can anyone help me reset this? OR Quickly remove unnecessary email? I'd love to just start over with the Email Sync feature.
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September updates to FunnelFLARE
We've added a bunch of new features to FunnelFLARE in September. They're in detail on this post, but here's a quick summary: Send and complete on email task A super quick way to complete email tasks. Call Transcripts Not only record calls, but transcribe them too so you can view phone conversations at a glance as well as…
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Help in automation ownership
Hello, I need help with an automation. I need that when a new business is created automatically it goes to the most available attendant. If that attendant does not take any action with the lead in 30 minutes, move on to another attendant until one of them takes action.
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Creating a deal through Zappier
hello, I am trying to send my MQL from my marketing platform(Plezi) to pipedrive. For some reasons i manage to create the deal, but in my zap i specified where to get the organsation name and the person name, but those fields are not filled in pipedrive. Any idea why the organisation name and the contact name are not…
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O Pipedrive consegue exportar dados, integra via API?
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Get all notes through zapier or API
Hi, I'd like to retrieve all notes for a deal through zapier which is possible to do through the API - I'm wondering if it would be complicated and how I would go about doing it through zapier - perhaps with a webhook? Thank you,
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Jag tänkte göra en enkel undersökning över vilken licenstyp som är vanligast. Pipedrive har 3 olika
Jag tänkte göra en enkel undersökning över vilken licenstyp som är vanligast. Pipedrive har 3 olika licenstyper. Vilken licens som passar beror på bl.a. storlek på företag, antal säljare samt mognadsgrad. De flesta kunder jag träffar kör Advanced men det vore intressant att se hur det ser ut inom vår nya grupp. Vilken…
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What Marketing Automation software do you use?
Hi, Keen to hear from others with tips and recommendations for marketing automation software that links well with Pipedrive. We currently using ActiveCampaign and not overly delighted with it. Evaluating ActiveDemand later this week but have reservations on that. What MA apps do you use and would you recommend them? Ta,…
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Best way to directly onboard Clients / Factfinds into Pipedrive
I'm looking for advice on how other users / Advisors fully onboard clients. Basically I am looking for the easiest and fastest way to input the data from a Factfind directly into Pipedriver. Client's personal info, their income and expenditure, assets liabilities etc. Do you use web forms or import from excel etc.?? Thanks…
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Link for webbmeetings.
Pipedrive has a superb function for creating calendar invitations to the customers from within the CRM. Earlier before the new Zoom-integrations was implemented, when I didn't write a physical address, a Google Meet link was attached in the invitation to my customer. Now, If I leave it blank and doesn't include the Zoom…
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Pipedrive API : How to handle Persons existence?
hi, what is the general coding paradigm for handling the existence of a Person? What is the implementation in webforms? f.e.: First Person is a backer and the second one is a musician: John Smith email: j.smith@gmail.com phone: 1234567 John Smith email: smith_john@yahoo.com address: Some Street IN, London
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⏰ Event alert: "Fast Forward: Selling with video in the virtual world" October 7
Hi everyone! We saw this event that we thought might be interesting for you, especially in the current circumstances we all know. Take a look. Register here The sales world is changing. Are you? Learn how to adapt your sales strategies using video to thrive in a digital-first sales landscape. Our favourite sales experts…
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Is there are way to get all synced emails through API ?
I want to extract synced emails data for each deal. How can I get this data with an API ?
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Are there any direct mail services that integrate with pipedrive?
Are there any direct mail services that integrate with pipedrive?
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Email notification based on rotting status
Am I missing something or is it not possible to create an email notification workflow automation based on a deal trigging the rotting condition?
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Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…
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Olá turma. Preciso de uma dica, é possível configurar um hiperlink dinâmico no template de e-mail? E
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Does anyone actually want a finished call through Pipedrive to be added to their calendar?
The ability to make calls through pipedrive is great, but it's negated a bit by the fact that for some reason after a call is completed and logged, that it adds an item to your connected calendar. I don't understand the logic of having a completed activity still sent to your calendar. Please consider an option to not have…
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People migrate between companies. Is it difficult for you to track these changes?
People migrate between companies. Is it difficult for you to track these changes?
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Who has the iPhone app? Are you able to add notes to contacts? I can open a note and type, but there
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I'm curious to see, how many people are currently using a VoIP provider. IF the answer is YES, who a
I'm curious to see, how many people are currently using a VoIP provider. IF the answer is YES, who are you currently using and are you happy with them? I want to see what other VoIP providers people are currently using.