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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…
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Can Pipedrive Sync 3rd Party App Campaigns
Example Workflow Steps: * Cold email via, for example, Woodpecker or Lemlist * For opened emails send LinkedIn connection invite via Dux Soup * For connection accepts send email with Loom video * etc. The challenge is moving seamlessly between platforms based on activities in those independent platforms. Would pipedrive be…
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Pipedrive Live Chat, in my app
I am currently have a in app chat feature in my app. I am wondering if Pipedrive can take that task over?
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Mapping the ‘Non Text Fields’ in Klenty
Is there a way still to map 'non text fields' in Klenty? We are using that to map titles and salutation. It seems the function has recently been disabled.
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New Marketplace app for formula fields in Pipedrive!
Hi Pipedrive users! We are excited to announce that our custom field calculator tool has been approved on the Pipedrive marketplace! The custom field calculator will allow you to create complex excel/google sheet type formulas to be calculated right in the Pipedrive UI. You can use these formulas to calculate commission…
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Finding hot leads
Question about finding hot leads: If you have a large number of leads, how do you find the hottest leads to reach out to? For context, we're exploring this area with Outfunnel and doing some initial research at the moment.
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Issuing Leads to Outside Networks
Our team is currently issuing leads manually, via email, to our Dealer Network that exists outside of Pipedrive. These leads are issued based on geographic area. Any insight on the best way to automate this? All help is appreciated. Thank you
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Hi, can anyone help me with adding a lead in the Mobile application? I cannot see any option for add
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how can my team enter leads ( not deals ) into the mobile app ? I can't see an option Any ideas ?
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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…
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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
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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
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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…
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Salesmsg - Does this work in the UK?
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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…