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Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC
Would it be possible to integrate Stripe to accept credit cards and begin billing from the final Request Signature page? How is everyone accepting payments after the client signs a proposal? I'm currently using betterproposals.io but I feel like this would be a great feature to have in Pipedrive to reduce buying friction.
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Hi everyone, Is there a way for my agents to send a message to a contact person WhatsApp number from
Hi everyone, Is there a way for my agents to send a message to a contact person WhatsApp number from their Pipedrive deal interface? We have a WhatsApp business user. Thanks!
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Seeking Advice: Text messaging
Hi, I'd like to be able to send text messages to leads to invite them to the next stage of the pipeline. I have leads coming in from around the world. What services would you use which integrate with Pipedrive? Thanks
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Does Acuity two-way sync with Pipedrive?
My leads are generated via Pipedrive. Can I sync from Pipedrive to Acuity to send appointment reminders versus leads generated in Acuity syncing to Pipedrive?
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Integrate Notion and Pipedrive - advice needed
Hi, I would like to trigger a Workflow Automation in Pipedrive based on a change to a database in Notion. Automate.io can do this, but since being acquired by Notion they are no longer accepting sign-ups. Zapier only allows triggers from Notion on a new Database entry, not a change to an existing DB. Does anyone have other…
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Say Goodbye To Manual Linking Calendar Sync Activities!
What if I told you that the activity on the screenshot below came in through my Google Calendar Sync and Contact Person/Organisation/Deal were automatically linked to it without any manual input whatsoever? Hard to believe, right? But its 100% true - promised! Contact me under yannik.sommer@pd-experts.com to find out how…
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Re-Targeting
can Pipedrive or a software platform that works with PD process re-targeting data and retrieve addresses from pixel on the web to do followup postcards?
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Are there any direct mail services that integrate with pipedrive?
Are there any direct mail services that integrate with pipedrive?
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Pipedrive support for machine to machine with OAuth2 and client credentials flow
Does anyone know if pipedrive oAuth2 supports client credentials flow? I need backend to communicate with pipedrive's REST API. I managed to get authorization code working by creating and installing private app in marketplace. But it might not be the best oAuth2 flow for our usage, it would be really great to have client…
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Linkport
Får obegripligt dubblett av personen när jag använder Linkport, Någon som vet hur man kan undvika detta? @linkport
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Merged: Dropbox integration?
This discussion has been merged.
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Import prospect details from LinkedIn to Pipedrive instantly...
One of my new favourite apps for Pipedrive which imports prospect details from LinkedIn straight into the CRM instantly! LinkPort is free to download from marketplace and is so handy. Each time you visit a prospects LinkedIn profile it will give you the option to send their details (name, email, phone number) straight into…
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Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
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Outlook 365 task list integration.
It would be great if 'Tasks' scheduled in Pipedrive could automatically go the the task list in Outlook instead of the calendar.
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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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Make presentations your strongest sales asset with Seidat Pipedrive app!
Hi Pipedrivers! We have built a really cool option for you to create customer specific presentation templates and follow them up until signature straight from Pipedrive. Seidat is our partner from Finland and they are providing the great presentation tool. Please join our webinar next week or just get the recording by…
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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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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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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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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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Розподіл заявок між менеджерами
Привіт) Можливо уже хтось розібрався чи знайшов рішення як налаштувати розподіл заявок між менеджерами?
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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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See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
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SMS Integration
I'm new to Pipedrive. What's the best SMS integration that will allow me to 2-way text from deals and record the activity in the timeline? And, I'd prefer a standalone text service that doesn't require me to have a new full service phone line. Thank you, Todd
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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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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…