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Hi, can anyone help me with adding a lead in the Mobile application? I cannot see any option for add
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Issuing Leads to Outside Networks
Our team is currently issuing leads manually, via email, to our Dealer Network that exists outside of Pipedrive. These leads are issued based on geographic area. Any insight on the best way to automate this? All help is appreciated. Thank you
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Weekly Reports with Zappier
Hi, I wanted to know if it´s possible to make a Zap that sends a weekly report of the active deals in Pipedrive. It would take the deals in a specific stage, and send an email with all of their information. Is this possible? Thank you, Matias.
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Quoter integrates with Pipedrive to combine the best CRM with the best quoting system for the IT Ser
Send sales quotes and proposals using Quoter, and have them push to your customer accounts in Pipedrive. Learn more here: https://www.quoter.com/integrations/pipedrive/ Connect from the Pipedrive marketplace: https://www.pipedrive.com/en/marketplace/app/quoter/5f25fd3fb0234ba3
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Quoter integrates with Pipedrive to combine the best CRM with the best quoting system.
Send sales quotes and proposals using Quoter, and have them sync to your customer accounts in Pipedrive. Learn more here: https://www.quoter.com/integrations/pipedrive/ Connect from the Pipedrive marketplace: https://www.pipedrive.com/en/marketplace/app/quoter/5f25fd3fb0234ba3
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Email chain Pipedrive
Hello everyone, I´m trying to create an email chain using the stages from PipeDrive. For everystage that the deal is allocated we have 2 or 3 emails to send them depending also on the time they spend on each stage. For example, whe the deal is created on cold stage they will receive and welcome message, when moved to a…
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how can my team enter leads ( not deals ) into the mobile app ? I can't see an option Any ideas ?
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Help with Quickbooks online integration
I've established the link between PipeDrive and our QuickBooks account. On my initial test to create an invoice, I'm able to to see the contact info coming over from Quickbooks. However, nothing populates in the 'product name' dropdown, despite these 'products and services' being established within Quickbooks. I don't see…
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Salesmsg - Does this work in the UK?
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Pipedrive and ABM
Does anybody know if Pipedrive integrates with any ABM companies/platforms?
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🔴🎙️ Today, June 30th: Live Webinar with Pandadoc and Good Work: Streamline Proposals and Close Deals
📌 Register now and reserve your spot! A true story of success from the owner Discover how Garrett Winder built the time-saving process that's helped Good Work see 5x the leads and revenue for his web development business. This efficiency made it even easier to grow business and offer new products to clients all while…
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Calling from phillipines to england
Can someone tell me the cheapest and best ways of someone in the Phillipines calling customers in London. Thanks!
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Finding hot leads
Question about finding hot leads: If you have a large number of leads, how do you find the hottest leads to reach out to? For context, we're exploring this area with Outfunnel and doing some initial research at the moment.
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Is it possible to have Details fields in Pipedrive automatically populate?
e.g if a client fills out a document on PandaDocs that has custom fields, Pipedrive can read these custom fields and populate the Details field of a deal. I know there is integration for the other way around (e.g Pipedrive details being used to populate a PandaDoc). Thanks in advance :)
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Could WhatsApp be a powerful sales tool for your business?
There are many ways using WhatsApp could benefit your business, from helping you connect with customers and prospects to better targeting your marketing messages. Here are a few WhatsApp-related tools that can augment your sales and marketing strategies: * Catalog: Will let you showcase and share your products and services…
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Import prospect details from LinkedIn to Pipedrive instantly...
One of my new favourite apps for Pipedrive which imports prospect details from LinkedIn straight into the CRM instantly! LinkPort is free to download from marketplace and is so handy. Each time you visit a prospects LinkedIn profile it will give you the option to send their details (name, email, phone number) straight into…
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Match my labels with my scoring field
Hello, My problem: I would like to optimize/compress my workflows. I have scored my deals (it is a field as same as name or email), and I want to add labels according to each score (1 to 9). I already created workflows on pipedrive (which works), but I need 18 of them to have it done (too much). I would like to know if it…
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Pipedrive and Box.com Integration
I wanted to see if anyone has integrated workflow between Pipedrive and Box.com. If so, can you do it natively? Or do you need a third party app? If you need a third party app is there one that you would recommend. Thanks, Pete
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Help Updating Deals in Airtable via Zapier
Hello, Has anyone been able to mass update deals automatically via Zapier into Airtable (or other software?) I've got a zap set up to bring new deals into my Airtable pipeline. However, when I update existing deals in PD it doesn't automatically update in AT. I've set up an "Update Deals" zap but it seems I need to create…
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SMS Marketing
Do you need to enable SMS communication within Pipedrive? Yes, our extension will help you to enable the texting option inside Pipedrive modules. Based on your SMS service you can choose the below extensions. Twilio - Pipedrive SMS Extension RingCentral SMS Extension Telnyx SMS Extension Plivo SMS Extension. Do you…
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We are still improving and adding features to ActiveDEMAND. Things we've done so far:
Scheduled video posts to Facebook, Instagram, LinkedIn, and Twitter: This gives you another option to get your message in front of your audience. Video has grown in popularity year over year and gets more engagement and more exposure. And it's easy to schedule videos to your content calendar so you don't forget to post.…
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Search Klenty Tags within Pipedrive
I'm syncing Klenty with Pipedrive. Is it possible to search for Klenty tags within Pipedrive?
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How do I email a document that was created in Pipedrive?
It seems like this is just 100% missing but I want to post here. I create proposals and renewal amendment using the Documents feature and templates. However, there seems to be no easy way to email the Document or Link once created. Am I missing something or is there a best practice for this? An example: I create a new…
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Is there a list of template "fields" that can be used in Twilio
Is there a list of template "fields" that can be used in Twilio? I see the basics on the setup page, but I want to send my messages in "deals" page. I found that ${deal.title} works but what field can be used to pull the persons name inside the deal page? ${person.name} does not work unless you are on the contact page.…
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Goava Discover on Sales Intelligence - työkalu älykkääseen myyntityöhön
Moi kaikille! Meidän markkinapaikka on rikastunut uudella prospektointi työkalulla. Goava hyödyntää tekoälyä tiedonkeruussa ja peilaa sitä CRM:stä löytyvään dataan. Goava on Vainua vastaava edullisempi työkalu. Luonnollisesti Pipedrive integraatio löytyy. Terveisin, Markus Paakkonen (Linkedin) Ohjelmistoja.fi / Account…
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Sales Strategy | Empower your Pipedrive data with Geo-Visualization
Visualize sales performance, opportunities and data on maps and charts. Seeing data and all details on maps is easy and supports quick decision-making. Create territories on the map to maximize revenue, achieve sales goals and drive productivity. Automated territory optimization is based on multiple variables that…
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Mapping the URL from an existing landing page to a Pipedrive landing page.
I built a landing page for a product my company offers through Instapage. It has a corresponding URL, which is now in tweets, emails, and blog posts: https://pages.elementus.io/2022-ransomware-report What I want to do is build a new landing page using Pipedrive but map it to the exact same URL so we don't have dozens of…