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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…
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Pipedrive and ABM
Does anybody know if Pipedrive integrates with any ABM companies/platforms?
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🔴🎙️ 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…
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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…
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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 :)
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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…
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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…
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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