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Match my labels with my scoring field
Hello, My problem: I would like to optimize/compress my workflows. I have scored my deals (it is a field as same as name or email), and I want to add labels according to each score (1 to 9). I already created workflows on pipedrive (which works), but I need 18 of them to have it done (too much). I would like to know if it…
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Pipedrive and Box.com Integration
I wanted to see if anyone has integrated workflow between Pipedrive and Box.com. If so, can you do it natively? Or do you need a third party app? If you need a third party app is there one that you would recommend. Thanks, Pete
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Search Klenty Tags within Pipedrive
I'm syncing Klenty with Pipedrive. Is it possible to search for Klenty tags within Pipedrive?
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Buchhaltungsprogramm & Pipedrive
Hi Pipedrive - Gemeinde, ich arbeite mit SevDesk. Mich würde interessieren mit welchem Buchhaltungsprogramm ihr arbeitet bzw. welches Buchhaltungsprogramm sich vernüftig ( +bezahlbar) an Pipedrive andocken lässt. Vielen Dank für Eueren Input! Viele Grüße Bernd
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Send Notes from Slack to Deal/Person/Org in Pipedrive
Has anyone figured out how to do this? I tried it using Automate.io + a custom Slack workflow but it's not working. Basically, I want to send notes I share with my team via Slack directly to Pipedrive and not have to log in each time to add notes I already shared in Slack.
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Goava Discover on Sales Intelligence - työkalu älykkääseen myyntityöhön
Moi kaikille! Meidän markkinapaikka on rikastunut uudella prospektointi työkalulla. Goava hyödyntää tekoälyä tiedonkeruussa ja peilaa sitä CRM:stä löytyvään dataan. Goava on Vainua vastaava edullisempi työkalu. Luonnollisesti Pipedrive integraatio löytyy. Terveisin, Markus Paakkonen (Linkedin) Ohjelmistoja.fi / Account…
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Sales Strategy | Empower your Pipedrive data with Geo-Visualization
Visualize sales performance, opportunities and data on maps and charts. Seeing data and all details on maps is easy and supports quick decision-making. Create territories on the map to maximize revenue, achieve sales goals and drive productivity. Automated territory optimization is based on multiple variables that…
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Mapping the URL from an existing landing page to a Pipedrive landing page.
I built a landing page for a product my company offers through Instapage. It has a corresponding URL, which is now in tweets, emails, and blog posts: https://pages.elementus.io/2022-ransomware-report What I want to do is build a new landing page using Pipedrive but map it to the exact same URL so we don't have dozens of…
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App panel objects limit
Hello, App panel is a great feature but it's limited to 10 objects. Is there any chance to increase that limit? It's useless for us with this limitation and it shouldn't be a performance or security problem to improve it.
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Send Leads from Saleforce to Pipedrive
HI, im working with Pipedrive but my organization works with Saleforce. they send me the leads by email and i copy the leads in pipedrive. There is a easy method for "send" leads to me in pipedrive? sorry for my bad english
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Allow integration and field mapping for Smart Contact data in Pipedrive to automation software (i.e.
For me to segment my audience based on location, regions, the number of employees and industry based on SIC or NAICS codes, being able to sync and integrate fields into a third party marketing software is fundamental to marketing strategy and targeting. Marketing Automation tools like HubSpot allow you to segment, target…
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Asking for advice
I need to integrate two Pipedrive CRM's with different email accounts, but Zapier isn't supporting it. Kindly, I need recommendations for other ways. Regards,
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Seeking advice: Integrating Podium messaging
Hi folks. I wanted to reach out and see if anyone has had any experience with integrating Podium into the Pipedrive CRM? Steve
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Scheduling Software to eliminate spreadsheet
Does anyone know of a lightweight scheduling/ planning software that would allow us to eliminate a spreadsheet. That may even have some integration with pipedrive. Top axis : days of the week Left axis : crews color codes : salesperson cells : jobs Jobs vary in length and jobs are sometimes broken up with other jobs…
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Field Service Integration
We are a company that has crews on the road and the need to schedule future work on the calendar. I would like to know, is there any integration with any Field Service software? Any plans to improve the calendar or add task/to do type features?
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UCM6208 Grandstream Pabx IP
Hi! I need to integrate my Grandstream Pabx UCM6208 to pipedrive so I can send the recorded calls to the respective deal. is there any way to doing this?
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Pipedrive app experience on Mac
Anybody that's looking for more of an app experience on a mac with pipedrive should check out www.flotato.com
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Integration with Tripletex
We would love an integration to Tripletex. We would also be willing to pay for such an integration. We need the integration to work just as Xero. Would this be possible to accomplish with the API?
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Birthday Filter
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…
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Integration von Xentral möglich!?
Hi, weiß jemand, ob man Xentral im Pipedrive integrieren kann?
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Adding followers to Deals/Orgs/Contact through a permission request.
Hey! Does anybody have a workaround for adding followers to Deals/Orgs/Contacts? We are currently trying to automate a process, where a employee can request to follow any of the above, to see all the information with them. Manually adding them or Importing them is not an option, since the requests can come at different…
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LinkPor error
Hi I tried to install the LinkPort Chrome extension and I couldn't make it work After I clicked on the pop up window - Activate with Pipedrive - it appears the following message: Application error An error occurred in the application and your page could not be served. If you are the application owner, check your logs for…
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SalesPanel
Sales Panel. Is anyone using? If so, has it made a difference in #'s
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Fromni Notifications sovellus
Hei kaikille! Fromni Notifications sovellus nyt on valmis käytettäväksi Pipedrivessa. Tämä on kätevä ja helppo ratkaisu automaattiseen SMS viestittelyyn. Toimimme Suomessa ja lähetämme SMS viestejä ympäri maailmaa. Tässä on suora asennuslinkki. Paljon kiitoksia @Juho Koski ja @Zimple tiimille, jotka ovat auttaneet meitä…
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Workflow / Systems
Does anyone use Pipedrive Workflow or any third party app to manage deal flows for small (4 people) real estate teams? Ideally, I am looking for a template so we can maximize Pipedrive right away. Thanks in advance!!
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Two-way task management integration
Hello, Is there any Trello-Asana-like that can do a two way integration, sharing files from both sides? Asana can take a file from pipedrive but cannot return another file... Thanks in advance