-
Free LinkedIn to Pipedrive Importer
Here's some exciting news for you! Klenty has released a free LinkedIn to Pipedrive Importer- LinkPort exclusively for Pipedrive users. With LinkPort, all your LinkedIn contacts are just one-click away to enter the CRM. All you need to do is download the LinkPort Chrome extension, update fields like Contact name,…
-
How to recycle champions and close deals easily in B2B
Hi pipedrivers! Over the last few weeks, I have been testing a quite innovative leadgen tool called Champlist (https://champlist.io). I am in the private beta program and I promised the founders that I will share my experience with the community if I close some deals with its help. To my surprise, thanks to Champlist I…
-
LINE App Integration
Dear Community and Pipedrivers, Today one on my biggest challenge is to integrate Datas from LINE App to Pipedrive. Does anyone already done this before ? If yes, I am wide open ! If no, Do you think Pipedrive will do it ? If you have any tips on it, let me know ! Thank you all. Best, Geoffrey
-
Production management software that integrates well with Pipedrive
Can anyone suggest a good Production Management software that intergrates well with Pipedrive? Once we land the sale - we need to track it and ensure the job is produced.
-
🇺🇸 US community meetup: Leveraging third party apps to Sell More with less effort.
👉Register here 👈 Drop your questions in the comments down here Topic: Leveraging third party apps to Sell More with less effort. Date/time: 2nd of November 2PM (EST) Duration: ~1 hour Speakers: Boris Tsibelman, automation expert, Pipedrive partner and founder of AxisConsulting and Justin Stephens, a veteran Pipedrive user…
-
Where can I find out how to set up caller.
Where can I find out how to set up caller in pipedrive? I typed it in the search but nothing comes up. Just where to find it and how to use it. no set up.
-
Recording calls in mobile app?
Is recording calls in the mobile app on the roadmap? In general, we find the quality of calls from the web is pretty bad - very finicky and depends on a rock solid wifi connection or else the receivers complain about static and dropouts - so we prefer to call from our mobile phones instead.
-
Slack Channel Messages and Automations
Hi, I am trying to update a slack channel when a deal moves along our pipeline. This works fine if I am an owner, but not if anyone else does it. And yes, I have set it to be triggered by any user. Seems like a bug to me? Nothing wrong with the automation as it works when I do it... and the other standard automations like…
-
Google and FB Ads to deals
Hi everyone. We have been using a FB ad for a while now to help generate leads. We are going to begin running several FB and Google ads. We need to be able to track which ad specifically resulted in a deal. Are there any best practices you can recommend or a 3rd party software you are using that is working well for you to…
-
Time-based email automation
Hi Team, Hope you're all safe. I have an inquiry regarding time-based email automation. E.g. If Deal is rotting, send template 1, if last email received > 5 days, send template 2. Is this already working and I just don't know how? Is this in dev? or only on the roadmap? Thanks for sharing your thoughts as usual :) Richard
-
Integrations calling and marketing to Local Government
Anyone have experience and can give me lessons learned and ideal integrations for email marketing and cloud calling apps (record all calls and drop voicemails)? The buyer persona are director levels at municipalities and county governments. Thank you!
-
Filter Form to Correct Product (Company)
I was wondering if there is a way I can filter different web forms to different products? Essentially I just want to tag each drip.com form which I believe it says you integrate with which is why I signed up to a different deal or filter. For example, let’s use two websites I have. #1 Sanigenix.com and the second being…
-
Pipedrive Reports / Case Study
Hey Pipedrivers, we've recently had a chance to work with a customer on a bunch of Pipedrive optimizations, including: - CRM audit - Team meeting - CRM guidelines - Pipedrive Insights - Google Spreadsheet reports If you don't know how to set up custom reports for your CRM system, hopefully, this will be a valuable piece of…
-
Birthday Filter
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…
-
Pipedrive CRM Integration Guide
I am happy to announce that the brand new version of our over 50-page CRM Integration Guide is already live 🎉 This guide has been created based on actual stories with our customers and it showcases the possibilities that Pipedrive CRM provides to the organizations and teams. It also helps us in setting up specification…
-
Send emails with custom design/HTML
Is there a way to create an email template purely with HTML? E.g gif banner with a gray background and content only in the center. Thanks in advance
-
Have the ability to sort deals using the app, regardless of their stage.
E.g. Creation date, due date, owner, etc. Right now, we can only view open deals by stage, but that's not really helpful. I would have to CREATE a "permanent" filter if I wanted to see only the recently created deals. I would like to see all open deals, regardless of the stage and sort it by the most recent, for example.
-
Discovering Pipedrive Insights using Tableau
Sometime in July, I shared a Tableau dashboard that I had built using the Deals data from Pipedrive. It is proving to be incredibly useful for clients I work with. A few(!) people liked it and I decided to package it in the form of a digital product: * Snapshots of Tableau dashboards ($0) * Just an eBook ($100) in the form…
-
Is there a way to score leads based on behavior on website ?
Hey! Wondering if there is a way for me to score leads based on the pages people have visited on my website. I would like to have an action or have the lead earn points as they browse through my website. The points would then reflect on the properties of the leads in Pipedrive. Is there a way to make this work using only…
-
Aircall - unanswered v connected
Hi guys, We currently use Aircall for calls but am unable to report on unanswered v connected calls. I can see the outcome by checking individual activities, but am unable to report for the whole team. Has anyone found a solution for this? Thanks,
-
Made a mistake in converting deals to leads. How to undo? Please help.
-
Question
IS it possible to try for free like pipedrive? i wanna make some testing before buying it @Daniele
-
How do you check contact & organization social media activity and news?
I often do a scan of a contact and/or organization's social media activity and recent news prior to a call. It's a slow manual process, even though I have I have social media connections with most of my contacts. Is there a tool or add-on I could use to bring together LinkedIn/twitter/facebook/instagram etc activity as…
-
What app are you using for leading sales meetings?
Hi Pipedrive fellows! I am looking for a solution, how to make my sales meeting in team more effective. I am responsible for a specific market and different products. Let say, that I have a list of countries - to each country, I prepare the actual situation, what were the tasks + propose of next steps. I do it in google…
-
Workflow / Systems
Does anyone use Pipedrive Workflow or any third party app to manage deal flows for small (4 people) real estate teams? Ideally, I am looking for a template so we can maximize Pipedrive right away. Thanks in advance!!
-
Automate Data entry / reading documents
Save time of reading documents and filling forms with this tool. 30 Seconds video: https://youtu.be/rKrG0sbPSAs Beside saving time, get rid of typing errors =) https://tultix.com/parser Hope you find it useful! #rpa #dataentry #automation #documents #images #pdf
-
Power BI
Hi All, Has anyone here a successful story of integrating Pipedrive and Power BI? We have multiple disparate systems in our business and MS Power BI is the best way to combine their output on functional dashboards for my colleagues to get a true picture of our performance. The last piece of our Power BI jigsaw is…
-
Problemas com a integração com conta azul
Olá, pessoal. Estou tentando integrar o pipedrive com o conta azul, mas tenho tido muitas dificuldades. A configuração inicial funcionou, criou os campos do Conta Azul no pipe, mas o Webhook aponta um erro a a integração não funciona. Alguém já passou por essa experiência? Abraço,
-
Como planejar e preparar seu E-Commerce para a Black Friday
https://ferramentasdorainmaker.com.br/2020/10/06/como-planejar-e-preparar-seu-e-commerce-para-a-black-friday/
-
Support Ticketing Software
Does anyone have Pipedrive successfully integrated with a Customer Success Ticketing software? If so, which one? Thank you for any feedback on which ones and how you like them.