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Duplicate Entries with Zapier
Hello, I'm running a Zap that creates a new person and deal when we receive a call through CallRail. I use Find Person; if not found, create a person. I then filter the next step by looking at the status of the find person (FALSE). It then proceeds to create a deal with the ID from Find Person. It works great, but…
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Xero app in Pipedrive
I'm using the Xero app in Pipedrive, but I’m not sure how it's actually create invoice?
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Anyone using Klaviyo + Pipedrive for hybrid sales funnels?
After we added Klaviyo integration some time ago, we’ve been hearing from more and more Pipedrive users who are selling both via sales reps and online (e.g. wholesale orders, reorders, etc.). We just rolled out a way to sync Klaviyo ecommerce events (Viewed Product, Checkout Started, Subscribed to Back in Stock) to…
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Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
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Pipedrive push notifications don't work with Zapier
We have been using Zapier with Pipedrive to create Deals, Persons, etc. But the push notifications to the app just don't work… I'm sure the issue is because the even is created from Zapier instead from the Pipedrive app. Any suggestion for this? We don't use Slack
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Is there any plan about Google AI integration?
Hi team, We are Pipedrive’s partner in Taiwan and have also been a Google Cloud partner for over 10 years. Our core service is helping Google users make the most of cloud tools. Among the CRM options that integrate well with Google, Pipedrive has always been our top recommendation. Recently, some of our clients have…
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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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Sales Force lead integration
Hello, Is it possible to automatically import raw lead data into Pipe Drive from Sales Force software?
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XERO native integration
Very disappointed to just discover Xero can no longer be integrated on pipedrive. This was one of the main reasons for considering Pipedrive when I was looking for a CRM in the summer. My whole business and accountant uses xero so I'm not sure this will be a viable option moving forward. What a shame. So many limitations…
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Labels in Pipedrive and Sheet integration by Zapier
Hey guys, hope you're all doing well! I'm having a bit of trouble integrating Pipedrive's deals list with Sheets using Zapier. The trigger event is "Deal Matching Filter," and the action event is "Create Multiple Spreadsheet Rows" (one for each of the deal's products). The issue is that Zapier isn't pulling the products…
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Marking Deals as Lost Help
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
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Xero integration with Pipedrive
With the Xero / Pipedrive integration, is there the option to have link to the Xero invoice from a Pipedrive deal. I downloaded it from app store, but takes me to MAKE programme & then isnt clear what it does. Any help here be great? Thanks
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Aircall - Pipedrive: Aircall leads automatically assigned to users who answer the calls
Hi there! We use the Aircall - Pipedrive integration. Incoming "missed or unanswered" calls to our Aircall numbers are assigned to Pipedrive users as leads with "automatic assignment" in round robin style. But when a user picks up the phone, I want the deal to be assigned to the user who answers the phone. I could not find…
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How do we integrate our external API into Pipedrive
We have an external API that currently allows our users to submit a phone number and the API will return phone information, including line type, carrier name, and location. The API is a paid service and requires an account for each user. We would like to add it to the marketplace and add the phone validation option to the…
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Aircall - Pipedrive integration - Calls auto assignment
Hi there! We use Aircall - Pipedrive integration. Incoming "missed or unanswered" calls to our Aircall numbers are assigned to Pipedrive users as leads with "automatic assignment" in round robin style. But when a user picks up the phone, I want the deal to be assigned to this user (who answers the phone). I could not find…
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Can we use Pipedrive to manage customer support tickets too?
Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, customer data is centralized and updated.
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Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Ticket
Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Tickets. We would find it very useful. Would anyone else? If it is not on the agenda - what is the best service ticketing software to connect pipedrive with?
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How to use webhook to add a image to a product
Hi! I successed in creating a product on Zapier using the API Request function, but I want to add a image to the product from a url on my shopify. How can I Do it?
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Whatsapp - Projects
Is there a Whatsapp app to connect Whatsapp to Pipedrive Projects, so I can make a new project from Whatsapp or change the status etc?
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Comment intégrer pennylane
Bonjour, nous avons déja le logiciel pennylane, nous aimerions savoir comment le rattacher à pipedrive. Merci
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When I expt a contact from ZoomInfo to PD I get limited data. Why not all the contact info?
When I export from ZI to PD I get a limited amount of contact data. All the info does not come in. On my example it is missing phone numbers and addresses. Is this a mapping issue? And if so can you tell me how to fix it?
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Whatsapp Business integration
Hi dev team, Please can you look proactively sending out messages to contacts via Whatsapp Business / Twilio in the Pipedrive platform. I appreciate the responsive capabilities in the lead gen section. We currently use Front and prefer to use Pipedrive for everything. Separately, to respond to Whatsapp Business message in…
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Looking for a way to integrate Google Ads and Pipedrive in order to use conversion value bidding
The current situation is my client uses Pipedrive to manually record leads and deals. We're looking to move this along to be fully automated from their website forms. I believe that currently, they are using some kind of WordPress form. My understanding is that in order to build the connection required in Zapier, we'd need…
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Google Chat Integration for Pipedrive
Hi everyone, we're currently working on a Google Chat integration for Pipedrive, we would be thrilled to collect your feedback so we can build a tool that really fit your needs. Find below a link to my calendar so you can directly book a quick feedback interview with me: P.S : We're not looking to sell anything at the…
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Webforms don't provide protection against SPAM
Can we use our own forms instead? If so how do we integrate? Pipedrive web forms do recaptcja is not sufficient at all to eliminate spam leads. If you can't implement honey potential or something or give us control to use our forms we need to consider switching CRM.
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How to update/delete an e-mail of contact person via API?
Hi, I am trying to setup Make.com automation as follows and I would like to ask for help / experience. Specifically, I am running into a problem when trying to delete an e-mail address of a person, who has more than 1 address attached to then. The automation has very simple use-cas. The trigger is an information from you…
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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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WordPress form integration with Pipedrive and Organization ID request
Hi Everyone, I need to connect our WordPress forms with leads in Pipedrive. We have purchased the Contact Form 7 plugin, but when activating the fields, it asks for the Organization ID or the Person ID, which we do not have. How can we solve this issue?
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Top WordPress Plugins to Integrate with Pipedrive
To this day, WordPress remains a popular tool for building websites. Add a simple web form, and you get a powerful and inexpensive lead acquisition tool that can be integrated with Pipedrive to keep your pipeline updated in real time. Read on to find out the five most popular methods to integrate Pipedrive with WordPress…