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Apollo.io integration for Pipedrive: speed up your prospecting
With our new marketplace integration, you can sync your leads from Apollo.io straight into Pipedrive, making it easier than ever to find and connect with new prospects. Key benefits of the Apollo-Pipedrive integration: Bi-directional sync of contact and account data, including both default and custom fields Flexibility to…
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Your feedback is needed to bring our AI assistant chat to the next level 👨🏻🔬💬
Hi Pipedriver, We're working on developing an AI assistant that you can chat with and ask help from in your day to day sales job and in relation to your sales data. We're curious to learn what kind of knowledge you would like the assistant to have (and not have), what help you'd like from the chat and how you want the chat…
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Get more out of Pipedrive: Tricks to optimize your account
How to Get More Out of Pipedrive - Top Tips and Tricks In this video, Pipedrive's resident expert James Campbell shares tips and tricks for optimizing your Pipedrive account. Whether you're new to Pipedrive or a seasoned veteran, take the opportunity to learn or refresh some principles that will help you close deals…
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Early Access List - Pipedrive Pulse - Turn more leads into opportunities
Hi everyone 👋 Almonzer is here from Pipedrive Product Team, I am announcing a new product in our pipeline that soon will be released to selected customers as part of a closed beta. Join the waitlist from this form: We are looking for users who are interested in testing the product and giving us early feedback to help us…
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New: Products Widget functionality 🚀
Hello there, I’m Ilja from Products feature team and on behalf of our team I am glad to introduce you the new functionality called Products Widget 🎉 New enhancement will especially empower our customers who sell products, services or SaaS licenses. With this feature, you'll be able to accurately manage: Quantity,…
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CONTEXT: The trigger : UPDATE AND CREATE
Hi, Pipedrivers! Are we able to when the task (activity) is update or created do an condition or an action in the same automation ? I want to avoid duplicating my work. Ex: If an activity is updated and contains the word: CLUB, then update all these fields. AND if an activity is created and contain the word: CLUB,…
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Email sequence for inactive Clients
Hello friends, I need your help to create an email sequence. The context is the following. For Organizations that have not won a deal in the last 30 days, I place the organization label "inactive customer". In this case I would like to send an email from the organization owner's mailbox to one of the people linked to the…
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How to get Customer lifetime value (CLV)?
Hi guys, Is there any easy way to get the customer lifetime value on PipeDrive? I want to see how much each client is paying per year. I know PipeDrive has subscription revenue now but that's for recurring projects. We mostly do one-off projects and I wanted to calculate what's the average clients are paying every year.…
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Add contacts faster
Hey team, It would be cool if there is a feature that when you add a contact you just make a photo of the business card or a screenshot of the email signature and it automatically will be saved as a contact in pipedrive
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Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
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Descending (or ascending) sorting on various fields within the Campaigns overview
Hi! I was wondering if it is on the roadmap of Pipedrive to enhance the campaigns overview screen. We have many campaigns and are building more. Now the only filter within the overview is to filter on Active, Draft, etc. (the states). Specifically, I am looking for the ability to apply descending (or ascending) sorting on…
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Integration for Pipedrive activities with Microsoft To Do
Hi, Would it be possible to add the integration of selected Pipedrive activities with Microsoft To Do? Right now activities can be only synchronised with calendar, which is far from optimal as the nature of events in calendar and activities like tasks, calls, etc. differ vastly. Many thanks!
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Automate updating consent status to "subscribed"
I need to automate updating the consent status of new contacts to "subscribed" so my email campaigns can trigger. Currently, I do this manually. Is there a way to automate this within Pipedrive ? Any tips are welcome!
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Extraflow - A New App for Pipedrive to Create Estimates, Quotes, and Proposals
Hi Pipedrive Community! Are you looking to streamline your quoting, estimating, and proposal processes directly within Pipedrive? Look no further! Introducing Extraflow, the ultimate solution designed to integrate seamlessly with Pipedrive and enhance your workflow. Key Features of Extraflow: Seamless Integration with…
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AI and automatic menu generation from a food database
Hi everyone! Has anyone experimented with using AI to automatically generate menus from a database? I envision a system that analyzes information about dishes (e.g., ingredients, allergens, prices, categories) and then generates menu suggestions, taking into account things like: Variety: Ensuring a balanced menu with…