Apps and Integrations

Hi, can anyone help me with adding a lead in the Mobile application? I cannot see any option for add
how can my team enter leads ( not deals ) into the mobile app ? I can't see an option Any ideas ?
Email chain Pipedrive
Hello everyone, I´m trying to create an email chain using the stages from PipeDrive. For everystage that the deal is allocated we have 2 or 3 emails to send them depending also on the time they spend on each stage. For example, whe the deal is created on cold stage they will receive and welcome message, when moved to a…
Quoter integrates with Pipedrive to combine the best CRM with the best quoting system for the IT Ser
Send sales quotes and proposals using Quoter, and have them push to your customer accounts in Pipedrive. Learn more here: https://www.quoter.com/integrations/pipedrive/ Connect from the Pipedrive marketplace: https://www.pipedrive.com/en/marketplace/app/quoter/5f25fd3fb0234ba3
Quoter integrates with Pipedrive to combine the best CRM with the best quoting system.
Send sales quotes and proposals using Quoter, and have them sync to your customer accounts in Pipedrive. Learn more here: https://www.quoter.com/integrations/pipedrive/ Connect from the Pipedrive marketplace: https://www.pipedrive.com/en/marketplace/app/quoter/5f25fd3fb0234ba3
Help with Quickbooks online integration
I've established the link between PipeDrive and our QuickBooks account. On my initial test to create an invoice, I'm able to to see the contact info coming over from Quickbooks. However, nothing populates in the 'product name' dropdown, despite these 'products and services' being established within Quickbooks. I don't see…
Salesmsg - Does this work in the UK?
Changing order of notes
Hello, I'd like to ask, if it is possible to change order of received and sent notes/emails at Contacts/Organizations. Now, the newest are displaying at the top and I need to reverse it, so that the oldest are displaying at the top. I want to summarize what was the the way of contacting each company and to analyze which…
Pipedrive and ABM
Does anybody know if Pipedrive integrates with any ABM companies/platforms?
🔴🎙️ Today, June 30th: Live Webinar with Pandadoc and Good Work: Streamline Proposals and Close Deals
📌 Register now and reserve your spot! A true story of success from the owner Discover how Garrett Winder built the time-saving process that's helped Good Work see 5x the leads and revenue for his web development business. This efficiency made it even easier to grow business and offer new products to clients all while…
Todoist Integration
Anyone working on a Todoist integration directly with Pipedrive? It's been my task manager of choice for the last 6 years. I've tried Asana recently but it didn't fit my needs. I'd like it to Todoist to be able to mirror and sync with Pipedrive so I can complete a task in either app. I know it'll be difficult to get…
Is it possible to have Details fields in Pipedrive automatically populate?
e.g if a client fills out a document on PandaDocs that has custom fields, Pipedrive can read these custom fields and populate the Details field of a deal. I know there is integration for the other way around (e.g Pipedrive details being used to populate a PandaDoc). Thanks in advance :)
Help Updating Deals in Airtable via Zapier
Hello, Has anyone been able to mass update deals automatically via Zapier into Airtable (or other software?) I've got a zap set up to bring new deals into my Airtable pipeline. However, when I update existing deals in PD it doesn't automatically update in AT. I've set up an "Update Deals" zap but it seems I need to create…
SMS Marketing
Do you need to enable SMS communication within Pipedrive? Yes, our extension will help you to enable the texting option inside Pipedrive modules. Based on your SMS service you can choose the below extensions. Twilio - Pipedrive SMS Extension RingCentral SMS Extension Telnyx SMS Extension Plivo SMS Extension. Do you…
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…
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
Search Klenty Tags within Pipedrive
I'm syncing Klenty with Pipedrive. Is it possible to search for Klenty tags within Pipedrive?
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
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.
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…
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…
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…
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.
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
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…
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,
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
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…
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?

Apps and Integrations

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