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Apps to match up some HubSpot features not present in PIPEDRIVE?
We need to match up some features from HubSpot in a Pipedrive account, which are: 1.- An app or workflow to send all the UTM details from social media campaigns in Facebook and Instagram directly as new leads in Pipedrive 2.- Solution for round robin assignments for new deals or prospects 3.- An app to deal with support…
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Automation - Communication Pipeline and Stage move on Slack
Hi! I have set up an automation to watch some specific changes in deals on different pipelines (and stages). I am communicating into a Slack channel and would like to integrate the Pipeline and Stage name before and after the change has happened. The automation works fine but the Pipeline and Stages are only communicated…
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#smart docs Vor und Nachteile von Smart Docs vs. Pandadoc
Hi together, ich bin gerade dabei Pandadoc und Samrt Docs in Bezug zur Erstellung von Angeboten zu vergleichen. Neben der Usability, sollte es natürlich auch schick aussehen. Was habt ihr für Erfahrungen mit den jeweiligen Programmen? Danke euch
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Calendly and PipeDrive
PipeDrive and Calendly I used Zapier to create a zap that creates a new deal in PD when someone schedules a meeting via Calendly. What I want is the Zap to be created as part of an existing deal (assuming one exists). My thinking is that it can be set up to add to an existing deal if the person who created a Calendly…
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pipedrive openapi file issues
One of the reasons we went for pipedrive was a well documented api via openapi Using the api file we can generate the clients for node in typescript.. however there is 1 issue, as the file does not make use of the component definitions non of the non-java generators are able to generate well written types. When the models…
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DocuSign integration with Smart Docs [BETA CLOSED] ✍️
Hey Community 👋🏻, We're excited to let you know that we are soon starting the BETA rollout of the the DocuSign integration, which has been highly requested! How to be part of the BETA? * Comment below and we'll enable it for the company linked to your registered email address when we go to BETA. We will reply to your…
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PIPEDRIVE - QUICKBOOKS
Hello, I would like a feedback regarding the Pipedrive - Quicbooks integretion. Would it possible to send the desired fields from a Pipedrive deal to a Quickbooks invoice ? Some custom data created in Pipedrive must be displayed in my invoice Is there a way to send the invoice Number generated by Quickbooks to the…
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Contact Form 7 (Wordpress) integration with Pipedrive | Pipeline issues
Hi, Does anyone know how to change the Pipeline where the leads are created? I have several forms and I do not see where to edit the assigned Pipeline. Checked the CF7 plugin at Wordpress, but do not have a clue on how to edit this. Thanks!
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I like noodles
Howdy Pipedrive Fam! Eric here, Texas expat living in Romania. 🤠🇷🇴 In addition to being a mediocre tennis player, I host a mediocre podcast where I interview fascinating startups from Northern and Eastern Europe. And to pay the bills, I work for Bonjoro - an awesome video email tool. We are working on a cool integration…
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Linikng items to leads and deals
When an external invitation to a Zoom or Teams meeting is recevied, how can it be linked to relevant deal or lead?
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Angebote über PD
Guten Morgen zusammen, evtl. könnt ihr mir helfen : Ich suche ein Add-on, über welches ich Angebote aus PD verschicken kann. Wichtig wäre mir dabei, dass man das Firmenlogo, besser sogar den ganzen Briefkopf als Grundlage verwenden kann. Paycove hab ich schon ausprobiert, dass war mir ehrlich gesagt zu kompliziert. Mit…
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Pipedrive File and Attachment Backup and Recovery
We want to give a third party provider access via API to our Pipedrive account data, however, our concern is that given they have API access we have to consider the fact that they could accidentally through a bad call, or through an outside bad actor delete the data, including historical files and email stored within…
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Automatic Whatsapp PipeDrive integration is live on PipeDrive Marketplace (try it for free)
Do your sales agents use Whatsapp in their work? Or maybe you have Whatsapp as a channel to communicate with your clients? Based on feedback from PipeDrive community and a hundred user interviews, we created an automatic Whatsapp integration for PipeDrive. Try it for free here:…
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WIX to Pipedrive automation
Hi there, I have a website using Wix and the main purpose of that website is to get the customer to apply for a service by filling out a form and push send… simple ☺️ What is the best way to automatically generate a deal in Pipedrive, using this implemented data? I have tried using Zapier, but not been successful… but…
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How to connect LinkedIn to Pipedrive and streamline your sales process
Yesterday, I felt inspired to write this article about LinkedIn + Pipedrive automations. https://www.bardeen.ai/posts/linkedin-pipedrive I've highlighted the common workflows and apps that help you sync contacts and companies directly LinkedIn. Hope this is helpful! If you have a cool use case or app that I didn't cover,…
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Intermittent Leads transfer from Facebook.
Hi. We have noticed in the last two weeks that leads from Facebook have been transferring into Pipedrive intermittently. Has anyone else had this problem? We also noticed that Facebook appears to have tightened up its security with repeated requests to change password. Are these two observations linked in terms of problem…
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Can Pipedrive push and pull inventory data from Odoo ERP
We are evaluating the CRM for outbound sales. If an API exists for this, it would automate or quote and order process and eliminate double-entry errors.
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Connect Facebook Lead Forms to Pipedrive
If anyone here is looking to run Facebook ads and connect new leads to Pipedrive, we've just added Facebook Lead Forms integration to Outfunnel. This lets you: * Automatically add new leads from Facebook Lead Ads to Pipedrive — no more manually exporting-importing lists. * Map custom fields, so all the necessary data is…
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Inside Sales CUE cards, Knowledge Base, Training Software
We would like our inside sales team to be able to draw from a database and follow scripting logic for more consistency in sales as well as ramp up training time for new employees. Is there a software that integrates or does Pipedrive has this capability?
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October's New Apps Spotlight!
Check out the 3 new apps featured in this month's App Spotlight. * Bardeen - helps you automate repetitive tasks and control Pipedrive from anywhere. * Aspirly - helps you maximize your team’s productivity while working in the office or remotely. * Monday.com - helps you synchronize your Pipedrive account with monday.com…