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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
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Sending delayed emails - creating short email sequences
I am looking for an automation option to send email sequences. I want several delayed email messages to be sent at a particular time in future, for example, several follow-ups to be made after a week, two weeks, month.
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Integrations w/social media management apps
There are possible integrations with social media management apps on Pipedrive?
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Searching for: Pipedrive Integration to eVisma
I'm looking for a Pipedrive integration to eVisma to handle order confirmations. Anyone with experience in that field or a company with an already developed integration. Needs are to move data back and forth, auto-fill order confirmation in eVisma and send order confirmation (to specified emails)
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New user - CRM + task management + notes
Hi everyone, I am new to a company that is a client of pipedrive, but haven't really used it yet (that's my job). I am trying to figure out a few things. Any advice and guidance would be appreciated! * Pipedrive as a CRM: our deals (our own projects or partnerships with counter-parties) broadly follow: inbound lead -> dead…
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Date and time formatting in Integromat (Make)
Hello, I want to send an email with the date and time of a meeting via Integromat. However, the next activity data comes into separate parts : 1 The due date of the activity and the due time of the activity. Does anybody know how to combine those data all together in order to form a single one ? Thanks
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Asiakaspalautteet Trustmary-integraatiolla
Sarjassamme parhaimpien suomalaisten myynnin SaaS-palveluiden Pipedrive-applikaatiot esittelemme: Webinaari tänä perjantaina klo14: Pipedrive Trustmary -lisäosa https://register.gotowebinar.com/register/605282671456544784 Miten saat laadukkaimmin toimitettua kontaktit Trustmaryn listoihin ja kerättyä palautteet kontaktin…
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Tracking page for the customer
When I buy a burger, I get a link to a fancy webpage where I can track the status of my order. Is there a way to provide something similar to our customers? The idea is to expose only part of the information in the deal.
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Asking for Proposal and Contract Integration Feedback
I am currently looking into Formstack for our proposal and contract integration, and there aren't any reviews with the integration capabilities. Is anyone utilizing Formstack as their proposal and contract solution? If not, what are others using?