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AIRCALL x GOOGLE CALENDAR - Sync
Hi, i use the unidirectional sync beetween pipedrive and google calendar. When i use also Aircall, i have all the calls in my different deals. (that's ok). But i don't want them synchronise into my google calendar. My co workers also have to call a lot in a day and i don't want to have in their calendar all the call they…
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Looking for Automation expert/help
Located in US, east coast - would like to hire someone to help me build out various automations. Not super complicated, but need text messages as well as email so will need to incorporate both PD and Zapier automations. I need to understand the setups so I can manage/edit as needed. I've previously done this myself but I…
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Searching for: Pipedrive Integration to eVisma
I'm looking for a Pipedrive integration to eVisma to handle order confirmations. Anyone with experience in that field or a company with an already developed integration. Needs are to move data back and forth, auto-fill order confirmation in eVisma and send order confirmation (to specified emails)
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New user - CRM + task management + notes
Hi everyone, I am new to a company that is a client of pipedrive, but haven't really used it yet (that's my job). I am trying to figure out a few things. Any advice and guidance would be appreciated! * Pipedrive as a CRM: our deals (our own projects or partnerships with counter-parties) broadly follow: inbound lead -> dead…
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Social media messaging
Is there a plugin that allows the team to message directly from Pipedrive to customers and receive replies on their social media accounts eg? Instagram, Facebook, LinkedIn
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Date and time formatting in Integromat (Make)
Hello, I want to send an email with the date and time of a meeting via Integromat. However, the next activity data comes into separate parts : 1 The due date of the activity and the due time of the activity. Does anybody know how to combine those data all together in order to form a single one ? Thanks
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파이프드라이브 가이드: Zoom 연동하기
파이프드라이브는 Zoom / Google Meet과 같은 영상 미팅 솔루션을 연동해서 사용하실 수 있습니다. 영상 미팅 솔루션 연동을 통해 파이프드라이브에서 쉽게 영상미팅을 예약하고 인바이트를 보내 고객과 미팅을 진행할 수 있습니다. 참고사항: * 캘린더 연동과 같이 사용할 경우 더 강력하게 사용하실 수 있습니다. * Google Meet / MS Teams 도 동일한 방법으로 연동하실 수 있습니다. 연동 방법 * 활동 생성 팝업에서 '영상 통화' 를 클릭합니다. * 설치할 영상 통화 솔루션을 클릭합니다. (본 예시에서는 Zoom을 예시로 진행합니다) * 'Install…
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Question about display organisation adress
Hi, I'm looking for a solution to display the adress of an organisation (not the organisation linked to the deal) but a custom organisation field in a confirmation e-mail. So, in the screenshot below: I would like to display the adress of 'Camping Ganspoort' in a e-mail template I can access this adress in third party…
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파이프드라이브 가이드: 슬랙 연동하기
질문: 슬랙을 사용하고 있는데, 슬랙을 연동해서 파이프드라이브 영업관리에 대한 알림을 받고 싶어요. 답변: 파이프드라이브에서 제공하는 Slack Integration을 이용해 알림설정 구현이 가능합니다. 참고사항: * 슬랙 - 파이프드라이브 연동은 파이프드라이브 > 슬랙 으로의 일방향 동기화만 지원됩니다. * 워크플로우 자동화를 통해 좀더 다양한 상황에서 슬랙 알림설정을 구현하실 수 있습니다. 구현 방법 * '도구 및 통합' > 'Slack' 으로 이동합니다. * 슬랙과의 연동을 위해 권한 허용 등을 완료하면, 위 화면과 같이 슬랙이 파이프드라이브에 연동됩니다. * 이제…
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Automated Dashboard for Pipedrive Partners
Hi guys, I hope that this is the correct channel 😁 We're Pipedrive Elite Partners (reselling licenses and providing consultation & integration services to companies using Pipedrive). For a long time I wanted a dashboard that shows us how many active licenses are clients have purchased - which obviously changes whenever a…
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is it possible to integrate Pipedrive with Asana so that a task is created with a certain structure
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Do you use any Cold Calling apps that are integrated with Pipedrive?
Looking for recommendations on call automation software that integrates with PipeDrive. Ideal Requirements: * Integrates to the CRM to log calls and conversations, * Auto-dialing, preferably across a list of accounts/deals/organizations, * Call Recording, * Bonus if it automatically leaves pre-recorded voicemails!
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Trigger automation when deal is won
Hi. I need to trigger an company wide automation (in a specific pipedrive pipeline) through zapier (or the Pipedrive workflow automation) thats triggers when a deal is won AND the deal includes one or many different specified products. E.g. Depending on what kind of product(s) is in the won deal it needs to trigger one or…
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Sales Navigator???
Is there a plan or current process for integration with LinkedIn-Sales Navigator?
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Integrations w/social media management apps
There are possible integrations with social media management apps on Pipedrive?
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QuickBooks Custom Fields?
Does anyone know of a way to map the Custom Fields in a QuickBook invoice to PipeDrive fields with the PipeDrive invoicing feature? Currently use SyncQ but would like to use PipeDrive for a few reasons.
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Pipedrive integrasjon
Er du på jakt etter integrasjon til Pipedrive? Vi kan tilby standard integrasjon til Pipedrive gjennom vår integrasjonsplattform Uniifire :) Kontakt oss for mer info: info@mantle.no
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Adding followers to Deals/Orgs/Contact through a permission request.
Hey! Does anybody have a workaround for adding followers to Deals/Orgs/Contacts? We are currently trying to automate a process, where a employee can request to follow any of the above, to see all the information with them. Manually adding them or Importing them is not an option, since the requests can come at different…
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Pipedrive & WhatsApp Integration: 6 Ways to Improve Sales Process
Hi everyone, I saw a lot of interest from businesses for a WhatsApp integration with Pipedrive. I covered the topic in some detail here: https://www.amitsarda.xyz/post/integrate-pipedrive-and-whatsapp If you have any questions, please don't hesitate to reach out. Best, Amit Sarda…
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Voice message transcribing, plus marketing tracking to Pipedrive
Hi :) hopefully, someone can help me. I am planning on using Pipedrive as my CRM. I operate a RE investing business and we send out mailers and on the mailer would be a reference code and a number that the owner could call. The owner would be prompted to leave information about their property and then that information…
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“Pipedrive Marketplace: accelerate your sales processes with video calling apps” webinar Q&A
Hi Pipedrivers 💎 I'm sure that many of you attended Pipedrive Marketplace webinar this Tuesday with Jennifer and Vince, so thank you. It was super fun and exciting event. For those who missed it, here's the link for on-demand recording. As promised, here are all the questions from the webinar answered. You can see them…
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Asking for advice: Hubspot<>Pipedrive Integration issues
Currently working on HubSpot and Pipedrive integration, but I've encountered several issues when it comes to lead routing: only the organization and deal objects are being created, but not the person associated. Also 2-way sync is limited only to fields that are "free-text" type, so I was suggested to clone fields that are…