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Transfer of leads to Pipedrive with distribution to managers and control of duplicates
Hi everyone. I am glad to announce that we have already launched, tested and implemented the LeadBox service for our clients. LeadBox is a service for transferring leads from any source to Pipedrive. We can collect and transfer leads from: * Facebook lead forms * any CMS and site builders via WebHook * Forms of Manychat…
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Effective Sales Territory Optimization With WeMapSales
The process of dividing territories, assigning them manually to sales reps, and analyzing sales data is often a daunting task for managers. WeMapSales, a sales territory optimization and management tool, automates all the details necessary to ensure that all the accounts are assigned equally to the sales reps, and that the…
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Pipedrive to Monday.com integration
Hello Zappier is a powerful tool but it does not provide a satisfactory integration solution for Pipedrive to Monday.com. I dream of a Pipedrive to Monday.com integration sentence that would be as simple as: “When a deal is won in Pipeline, create a board in Monday.com choosen from template” Could Pipedrive's developers…
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Sales Territory Optimization | WeMapSales
The purpose of sales territory optimization is to allocate accounts and sales resources to meet customer expectations, drive productivity and maximize ROI. Territory optimization aims to achieve a balance between too much sales potential in a territory (wasting opportunities) and not enough potential (resulting in reps not…
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Enhance the Monday-Pipedrive gateway,
Hello, I have installed the Monday-Pipedrive gateway, but I notice that it is not as efficient as the existing one with Asana. • New deals can be recorded on Monday but without being able to select only those that are won (the lost ones being of limited interest for project management). • The information transmitted from…
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Job title field not visible in Zapier
In Pipedrive, contacts now have a default field called "Job title". We replaced the respective custom field we had before by the default field, to not have two fields for the same information. Now I found that this "Job title" field is not accessible from Zapier. When I try to "Find or Create a Person" from a Zap, the Job…
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Pipedrive Podcast by Evolve: #26 Leadjet - David Maurice Chevalier
https://www.youtube.com/watch?v=vS7J0CTL8jYEvolve Sales Director, Bruce Bignell, talks all things Leadjet and Pipedrive with Co-founder & CEO, David Maurice Chevalier. Leadjet helps you make your CRM work on Linkedin. They help you reach your goals by adding contacts and synchronizing messages from LinkedIn to your CRM. …
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Is there any sms automation possibilities within Pipedrive?
I currently use RingCentral for all my employees and am looking for something to keep my leads warm in the pipeline. I would really love to see if there is a platform that will allow me to create a automated sms follow up sequence in Pipedrive. Ideally looking to route all calls and text back to each individuals…
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Pipedrive Podcast by Evolve: #25 Deals+ – Logan Vantrease
https://www.youtube.com/watch?v=inmxlb3Moe4Evolve Sales Director, Bruce Bignell, talks all things Deals+ (made by Nextup.ai) and Pipedrive with Logan Vantrease, Customer Success Manager. Deals+ is an advanced two-way Pipedrive & Slack integration for your sales team. It allows you to easily connect channels your're using…
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Quickbooks Integration Issue
Hey guys i'm having an issue with my quickbooks integration. My organisation is only able to connect one user account to quickbooks, however we require multiple users to have access for invoicing through pipedrive. How can i have multiple accounts achieve integration?
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ActiveCampaign recently updated it's pipedrive sync to be two way including filtering on import and
Does anyone have experience with this? Seems it's less than a month old https://help.activecampaign.com/hc/en-us/articles/360013357320 Seems to replace the need for outfunnel that many people mentioned. https://outfunnel.com/pipedrive-activecampaign-integration/ Would love some feedback on what the pros and cons of PD <->…
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Pipedrive Live Chat, in my app
I am currently have a in app chat feature in my app. I am wondering if Pipedrive can take that task over?
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Can Pipedrive Sync 3rd Party App Campaigns
Example Workflow Steps: * Cold email via, for example, Woodpecker or Lemlist * For opened emails send LinkedIn connection invite via Dux Soup * For connection accepts send email with Loom video * etc. The challenge is moving seamlessly between platforms based on activities in those independent platforms. Would pipedrive be…
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Is there a way to have Pipedrive update contact details from Linkedin?
Asking for advice as we have 4000 contacts, many with missing details: current company, job title, email. What's the best way to update / sync our existing Pipedrive contacts with what's listed on their LinkedIn profile? Thanks!
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CALLER & SCRIPT MANAGEMENT
Has anyone figured out how to install or add scripts to pipedrive so you can follow a call script and data while on a call?
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Розподіл заявок між менеджерами
Привіт) Можливо уже хтось розібрався чи знайшов рішення як налаштувати розподіл заявок між менеджерами?
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Is it possible to get call recording URL in API response?
I see there is a field in call log API response that tell whether the call was recorded or not, for recorded call is it possible to send recording URL along with the response. We (Wingman, https://www.trywingman.com/) can build integration with Pipedrive calling system too if that is available. I'm requesting this as it…