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Bulk update columns with value of another column
Hi. I am very new to Pipedrive and our team has (4 days ago) made a migration from Salesforce. We created a column to capture the original Deal Date and now we want to update the default "Deal Created" date in Pipedrive with the value from the column we created for the input. What is the best, fastest, and most secure way…
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Changing Timezone for Client Call Calendar Invites
So like most we do a lot of zoom calls with potential clients. We deal in multiple timezones and was wondering why there is not option to send invite with their timezone set instead of my timezone set. For example if we are in Central and the client is in Eastern. I don't want their invite to say "2pm Central" I want the…
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Web Forms on LinkedIn
My understanding is that the Pipedrive Web Forms won't embed on LinkedIn due to LinkedIn restrictions. I've been told that a link to the Web Form CAN be included as part of a LinkedIn post. Does anyone have experience with this and what kind of results have been achieved? Have people gone the extra click and filled out the…
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using "firstname" property in zapier with the "create person" action
Hi there, is someone know how to get access to the firstname property in the action create a person in Zapier ? I would like to create a person in pipedrive from information coming from the get response software. in zapier I have access to the firstname data coming from the "getreponse" software but I don't get acces to…
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There are anything more that I can do?
I am trying the firsts tests with Pipedrive API. This works inside Pipedrive testbed, but I have authentication problems when I try the same thing with external Postman application. { "success": false, "error": "unauthorized access", "errorCode": 401 } But I've already verified the API key and custom domain. There are…
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Dealbot in Slack: how to enable markup/carriage returns?
Hi, We're using Pipedrive & Slack. I've created an automation rule that does the following: When an Activity whose type is X has the Notes section filled in, Dealbot publishes these notes in a Slack channel. However, these notes come with zero markup, not even carriage returns (line breaks). Is there anything I can do for…
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Pipedrive app experience on Mac
Anybody that's looking for more of an app experience on a mac with pipedrive should check out www.flotato.com
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option_id for multiple option custom field
hi! i have a customized field with multiple options. the field is updated automatically with an Integromat automation based on an external mailing system(landing page). I want to make sure the automation does not erase past data in this field, and instead- updates it. I need the option_id of the various options in the…
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Insert Pandadoc document URL in Pipedrive
Hi guys, I've synced my Pandadoc account with Pipedrive, and I successfully generate documents base on my Pipedrive's deal infos. When I generate a document in Pandadoc, I get a link of the document for my client so he can e-sign. Do you know how can I take this URL and insert it in an e-mail as a field in Pipedrive ? I…
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Embed Pipedrive into another cloudbased system.
Hi, there is no problem to embed the URL: https://www.pipedrive.com/ I would like to Embed "https://companyname.pipedrive.com/organization/<company-id>" That content gets declined by pipedrive, is there any workaround or any other "www "that could be set-up for this to work? "note" <company-id> is added with 1234 based…
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Next activity time error
Hi, To create an activity in pipedrive, zapier takes another hour, exactly 5 hours after the time that I am placing in pipedrive.To create an activity in pipedrive, zapier takes another hour, exactly 5 hours after the time that I am placing in pipedrive. * This is the activity on pipedrive * This is like appear on zapier…
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🔥🔥🔥 DUX-SOUP: Acelera tu crecimiento en Linked In
💛 Me animé a grabar un tutorial corto (5 min.) de una herramienta que ayuda a conocer a más personas en Linked In en el menor tiempo posible (siempre buscando generar valor a la red) 3 recomendaciones para usar esta herramienta en Linked In: ① Cuida la frecuencia y tipo de redacción que uses en tus mensajes ② Busca ofrecer…
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Pulling Custom person data with Zapier
Hey appreciate some help if you can. I'm trying to set up a Zapier trigger when a deal stage is changed. Basic stuff but I want to pull some custom user data on Pipedrive. I'm seeing the standard Name, phone etc etc but let's say on Pipe I also have their color preference, is it possible to pull that info to a zap?
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Best Quotation App for Pipedrive
Best Quotation App for Pipedrive
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Is it posible to integrate a web form created in WebFlow (CMS)?
Hi guys! Sorry for my english, im italian, i am not so proud of my level! I wonder if it is posible to integrate a web form created in WebFlow (CMS) with out paying "LeadBooster Pack" which means an extra cost only for create the integration. I mean, I do not need to create the form in pipedrive, I only need that the info…
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Die Ergebnisse sind da! 🎉
Die beliebtesten Pipedrive-Funktionen/-Integrationen aus 2020 - Die Ergebnisse Wir haben unsere Nutzer gefragt, was ihre Lieblings-Funktion oder -Integration aus dem letzten Jahr ist... und wir haben einen Gewinner! 🏆 Der Lead-Posteingang ist der große Gewinner, gefolgt von unserer neuen Navigation und den Einblicken auf…
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Hey guys - which cloud call software do you recommend? I've been using Aircall but very disappointed
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Hey guys - which cloud call software do you recommend? I've been using Aircall but very disappointed
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Customized Client or Lead History field- for filtering
What is the best way in your opinion to keep track of a person's activity: signups for webinars, events, courses and so forth? The idea is to be able to perform a filter of people: who did what, who attended which event r paid for what course, and use that info for future marketing? I was thinking about trying to create a…
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GET end point for Labels api
Can anyone please suggest on how to get labels data in pipedrive?
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Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automat
Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automation would you use it?
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Adding products in a Deal to the Invoice
I have created a Deal with multiple Products in it. I have closed the Deal, and now want to generate the Invoice. My account is connected to QuickBooks. I was expecting that the invoice will auto-populate the Products, but that is not the case. Is there any way to auto-populate the products and amount as line items for the…
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Wisepops integration - live?
Any update on when this integration will get approved?
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Email Integrations with O365
I am looking for a very simple email integration with Pipedrive for predefined Email Campaigns, automation, triggers, etc. Very simple and ideally I would like it to send the email thru our Office 365 servers vs 3rd party like mailChimp style. They are one off, small quantity so would rather not have the newsletter style…
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Automatic emails in workflow automation
Hi Everybody, I have the following case: * My Pipedrive is connected with my Gmail * I divided our pipelines in "Hunt Sale" and "Organic Sale" * Organic sale = A potential customer that creates a trial account on our website without us knowing him/her * They appear in Pipedrive automatically (one of our developers built…
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Assigning Contact to Deal
Hello - We're currently using Calendly to create Deals within Pipedrive. We are also creating new Contact records when someone schedules a call. We're running into a couple issues and I have a few questions I'm hoping to get help with: 1. How do I assign the Contact to the Deal Created? Is that possible? Currently I'm…
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Integração LinkedHelper & Pipedrive :: LinkedHelper & Pipedrive integration
Olá pessoal, por gentileza! Gostaria de saber se alguém já fez integração com LinkedHelper e Pipedrive?
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Integração LinkedHelper & Pipedrive :: LinkedHelper & Pipedrive integration
Olá pessoal, por gentileza! Gostaria de saber se alguém já fez integração com LinkedHelper e Pipedrive?
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Contact info from web pages.
Will soon be looking to test drive some pipedrive integrations that allow for easier import of contact info from web pages. Currently only familiar with SnapADDY. What others could I check out?
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E-Commerce Software for Pipedrive and (WordPress and/or Mailchimp)
Hello. This is my first question in the community. I have not done much research yet, so maybe some of you can offer up some input. I would like to begin offering up digital services as purchasable items in an online store. I need to decide the role that Pipedrive will play, and which e-commerce solution to go with. I use…