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Reporting for MS Teams Video Calls
I am working to bring all of my sales team stats into a single dashboard in Pipedrive. I am looking at RingCentral or 8x8 for the phone system as they both have a good integration with Pipedrive (feedback very welcome) and we use MS Teams for video calls with customers/prospects. Two questions: Can the MS Teams call…
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How can i get the deals of a specific person in make.com
Hi, When i have a "person ID" how can i get the peron's deals? i need to add a value in a custom field of a specific deal no matter what module i try, i cannot make it work. Thank 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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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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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…
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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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Inviting clients to Pipedrive Projects
Hi We use Asana as our projects management to discuss with our clients We would like to use Pipedrive Projects instead But first i would like to make sure that Pipedrive Projects has an essential feature (like all projects tools on the market) : be able to invite clients as "guests" on projects on Asana, we can invite as…
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I need a developer to integrate Pipedrive with X-imo
Hello! I'm a Pipedrive partner and I need to integrate the CRM with X-imo, a CRM for real estate agencies. It is possible to integrate this via webhook. If you or your company does this work, don't hesitate to get in touch with me: www.victorrebelo.com www.youtube.com/victorrebelo Thanks!
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Best app for getting emails based on Linkedin profile, and easily importing the data into PD?
I was using Surfe (because it's really easy to add contacts as a Lead in PD), but then Linkedin flagged my account…I'd use Apollo.io, but it doesn't have a PD integration, so I'd have to do some fancy Zapier work. What are you using to perform this?
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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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LinkedIn Sales Navigator integration?
Hello everyone, I noticed that LinkedIn has now made Sales Navigator integration available with HubSpot, following its integration with Salesforce. It would be interesting to know if a native integration with Pipedrive is planned for 2025, as Sales Navigator provides a wealth of information on corporate organizations. What…
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Webinar Q&A: Perfect your LinkedIn sales cadence
Hello Pipedrivers! ☀️ Thank you for attending our Sales Cadence webinar with Surfe on September 18! You were super engaged and asked a lot of great questions. As promised, we've provided answers to all of them— check the comments below for more details. If you missed the webinar, don’t worry! You can still catch the…
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Using data fields to capture marketing activities
I use pipedrive to capture how prospects interact with our content and webinars. Each time someone downloads a piece of content I've set up a zapier automation that creatives a new value in a person multiple options field. However, I'm now experiencing problems as some fields have many values in them and I'm not able to…
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Zoom Phone Dialer
Can Pipedrive please develop an integration with zoom phone as a dialer option? It is the fastest growing business dialer software currently and I'm astonished that every other CRM has a native integration besides Pipedrive. If this isn't a priority for Pipedrive then we will have to start CRM shopping.
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Want to create a customer facing portal and integrate with pipedrive. Has anyone already done it?
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New: Speed up your LinkedIn prospecting with Surfe
Hey Pipedrive community! Capturing LinkedIn lead data should be easy. Save time manually switching between tabs and bring your CRM straight to LinkedIn with the Surfe integration for Pipedrive. Try it today using the link below to get two months free: Try Surfe free With the Surfe integration for Pipedrive, you can qualify…
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Names displaying incorrectly after Zapier automation
Can anyone help? I've created an automated process going from a Squarespace form that creates a person in Pipedrive, creates a Deal in Pipedrive and then sends an automated email. It all works perfectly to the customer but for both the person and deal in Pipedrive the name doesn't display as normal i.e. John Smith but as…
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Send and receive Microsoft Teams messages from Pipedrive
Me and my clients do have conversations with their customers through Microsoft Teams and new opportunities/deals come up in these conversations. To save the hustle of importing the whole conversation and details into Pipedrive manually, sending and receiving messages from private and group channels in Pipedrive or seeing…
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Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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Product reporting
Hi all, I was wondering if there are any possibilities to have a more detailed product reporting. I have a lot of deals which contains several products / variations and would love to have the opportunity to breakdown the total deal values into orderlines (quantities, value, number of products). If not available in…
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Integrate Sales Navigator with PipeDrive
Is there a PipeDrive integration with Sales Navigator, where you can use the PipeDrive group email functionality to send multiple leads in Sales Navigator customized messages all at once? Example, I communicate with most of my leads through the Sales Navigator message feature. In my business, it's far more effect than…
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Can you provide Popl like functionality?
Everyone wants a QR code or NFC business card. The problem is, you tap with someone and goodbye. You don't capture their data. If you could make a landing page with my photo and info and they must enter their info to download the VCF Contact Card that would be great. Then you can make it an activity, and I can go back the…
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List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
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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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Marketplace results are reversed
Hey! I noticed the marketplace listings are "reversed". This is weird. When you make a search, the "top results" show up at the bottom. For example, if I search for "Shopify", (see attached screenshot), I'd expect the app called "Shopify" to show up first. Yet the top app is "Glances", an app that doesn't even have…
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Integration between Microsoft Teams Webinars and Pipedrive
Hello dear community, We would like to organise our webinars with Microsoft Teams (Teams Webinars) in the future. It is important to us that a lead is created with every registration in Pipedrive and that all form data is transferred. Are there already any people here who have implemented this? Or is there already an…
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Norweigan mobile number - sms and call
Want to buy one Norwegian mobile number and use it for the following in Pipedrive: 1. Send and receive sms (from within pipedrive) 2. Make and receive calls (from within pipedrive) Anyone who knows how to solve this? Have been in contact with several apps/third-party without anyone that can offer both sms and call for one…
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Pipedrive Contact Enrichment: A simple 10-Step Guide
Discover how to automate Pipedrive contact enrichment using Clay.com. This 10-step guide shows you how to boost your CRM's value effortlessly. Tool used: Clay.com (affiliate link: sign up to receive 3,000 credits worth $229 when you upgrade)
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Linking activities to deals
Hi, we make our booking link available to applicants when they apply in a Typeform. This creates a deal in Pipedrive, but the booking link activity does not link to that deal on Pipedrive. I can manually do this in the activity view by searching for their deal, but is there a way to automate linking these activities to the…
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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…