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No Reference field when creating invoice into Xero
I am connecting to Xero successfully and I have noticed there is no field for reference when I go and create an invoice within Pipedrive. Am I missing something? Ideally I want the Deal ID to populate the reference field in the Xero invoice. Zapier seems unable to do this (edit a draft/submitted for approval invoice) post…
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table boarder lines
How do you delete border lines in a table but keep the table?
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Google Ads Conversion into Pipedrive leads
Hello, I would like to track in Pipedrive the Google Ads Conversion, in my actual process I have somme landing page with a Zoho Form inside, each time a form is send a conversion is generated in Google Ads, I would like to track this in Pipedrive, for each new lead create a Pipedrive Leads, with campaign group name,…
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SMS for Pipedrive
Our SMS Extension for Pipedrive Services: Twilio SMS — PipedriveCRM Ringcentral Bulk SMS — PipedriveCRM Telnyx Bulk SMS — PipedriveCRM Plivo Bulk SMS — PipedriveCRM Do you interested to get listed your messaging service in PipedriveCRM Marketplace? Do reach us help@oapps.xyz
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Evolve Pipedrive Podcast - Eventilla
Pekka Huttunen, CEO at Eventilla talks event management & Pipedrive with Evolve Sales Director, Bruce Bignell. Eventilla makes it easy for you to automate event management and focus on what's important. With Eventilla, you manage your live and online events online: registrations, ticket sales and other event management -…
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Seidat sales presentation platform & Pipedrive integration will be launched in webinar WED 24.8
Seidat meets today’s challenges in terms of editing, managing, presenting, sharing and analyzing flexible presentations, and is suitable for both smaller local – and larger international companies. We will host a webinar on 23.8 about the integration between Seidat and Pipedrive. The webinar will be hosted by Seidat COO,…
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Not getting DELETE request on Webhook after app uninstallation
I am testing my app and I am stuck in the uninstall process. According to Pipedrive documentation, after I uninstall the app, Pipedrive will send me a DELETE request on my app callback URL. But I am not receiving any DELETE requests on my callback URL. I have defined a callback URL in my app settings page and other…
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Custom UI extensions
Hi every one. i want upload something using Custom UI extensions, but for this i also need person_id how can i get him?
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#28 SendPulse - Alina Dykuha
Alina Dykuha, Head of Digital Marketing at SendPulse shows Evolve Sales Director, Bruce Bignell, how SendPulse integrates with Pipedrive. SendPulse helps you accelerate sales and grow your business. Get all of the email marketing, CRM, and automation tools you need for increased profits, better workflows, and happier…
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📌PandaDoc Produkte und Datenfelder zurück ins CRM übertragen
#PandaDoc verfügt bereits über eine super Anbindung zu ⚡#Pipedrive. Dennoch gibt es eine Achillesferse. Die Standardanbindung kann keine Daten, die aus Pipedrive an PandaDoc gesendet wurden, wieder zurück übertragen. Aus diesem Grund gibt es jetzt eine Erweiterung, die Yannik Sommer und Bernd Auer Ihnen gerne im folgenden…
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Pipedrive - Netsuite Integration
Does anyone have experience or a recommendation on how best to integrate Pipedrive with Netsuite? We intend to use Pipedrive of our system of record for lead gen, but would like to upload to Netsuite when deal reaches a certain level of maturity/confidence for finance visibility.
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Sellizer app integration with Pipedrive?
Hi all, Does anyone have Sellizer integration with Pipedrive? If yes, what's your feedback of this app? Cheers, Kristina
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Is it possible to create Google meet link automaticly from Pipedrive schedler?
I use Pipedrive scheduler to create appointments with customers. Appointments goes straight to my Google calender, but it doesn't create Google meet link automaticly. You have to go to your calender and add separately Google Meet link. Is there some settings that I should check or is it even possible?
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Zapier Integration: How do I get a new Google Form response to edit a field in Pipedrive?
I want to create a subset of our email Subscribers that would like to receive time-sensitive alerts. 1) I've set up a Zap which is triggered by a new Google Form response, 2) Does a search in Pipedrive against the email provided, 3) Uses the record from step 2 and performs the action of editing the Field in Pipedrive based…
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Outreach
Has anyone found a way to successfully integrate Outreach.io with Pipedrive? I know that there are other options that integrate with Pipedrive, but I have heard that Outreach.io is the best for sales engagement and automation.
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Custom field contact and Zapier
Hello, dear community, I try to sync Pipedrive with my marketing automation platform. I need a language so I added mother language as a custom field with a single option choice In Zapier I don't have the value but a figure How can EN become 53? Did somebody already encounter this? Thank you
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PEOPLE in Pipedrive - managing expiry date(s) of custom fields
Hi , im looking in PEOPLE and wanting to keep track of expiry dates, wanting to automate email/sms reminders to PEOPLE. I'm keeping track of Drivers License expiry date(s), First Aid expiry dates etc etc and want the system to automatically remind people. Does anyone know any integrations that can bbe used with this? I've…
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When I assign a lead/transfer ownership of a lead to a colleague, can an automatic email be sent?
Hi there, I monitor our Pipedrive lead inbox and then allocate leads manually from there by transferring ownership to another member of our team. To notify them of this allocation I'd like an automatic email to be sent to them so that they know they're now responsible. Is this possible in Pipedrive?
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API Codes where to get?
Hi, WE got erro 500, in response it refers to code error 28, where can we see code explanations? text: '{"success":false,"error":"Something went wrong with the request, please check your request and try again!","error_info":"Please check developers.pipedrive.com for more information about Pipedrive…
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What is the best helpdesk integration for Pipedrive?
I'd love to use HelpScout. I prefer not to use ZenDesk or Desk. Ideally I would like to see ticket history associated with the Contact - Account in my PD views. Are there any helpdesk integrations that support this level of detail?
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Integration between Apollo.io and Pipedrive
I work effectively with Apollo.io (sourcing and cold mailing) and Pipedrive (crm). However, a native integration between Apollo.io and Pipedrive is lacking. I would love to have all companies I outreached to automatically in Pipedrive (lead stage). Does anyone has a clear workaround? Or in case you make use of the native…