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파이프드라이브 가이드: 슬랙 연동하기
질문: 슬랙을 사용하고 있는데, 슬랙을 연동해서 파이프드라이브 영업관리에 대한 알림을 받고 싶어요. 답변: 파이프드라이브에서 제공하는 Slack Integration을 이용해 알림설정 구현이 가능합니다. 참고사항: * 슬랙 - 파이프드라이브 연동은 파이프드라이브 > 슬랙 으로의 일방향 동기화만 지원됩니다. * 워크플로우 자동화를 통해 좀더 다양한 상황에서 슬랙 알림설정을 구현하실 수 있습니다. 구현 방법 * '도구 및 통합' > 'Slack' 으로 이동합니다. * 슬랙과의 연동을 위해 권한 허용 등을 완료하면, 위 화면과 같이 슬랙이 파이프드라이브에 연동됩니다. * 이제…
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March New Apps Spotlight!
Check out the four new apps featured in this month's App Spotlight. * Bonjoro helps companies build a loyal customer base and convert more leads with its all-in-one video platform * Deals+ from Nextup.ai connects Slack and Pipedrive, meaning you always have the info you need without having to switch platforms.
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Sales Navigator???
Is there a plan or current process for integration with LinkedIn-Sales Navigator?
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QuickBooks Custom Fields?
Does anyone know of a way to map the Custom Fields in a QuickBook invoice to PipeDrive fields with the PipeDrive invoicing feature? Currently use SyncQ but would like to use PipeDrive for a few reasons.
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New: Pipedrive integration with DocuSign 📝
What? Make the most of DocuSign features without leaving Pipedrive: * Create, send, sign and manage your documents without having to switch between different tabs. * Integrate DocuSign and Pipedrive's Smart Docs add-on more seamlessly than ever before. * See envelope and recipient status updates directly within the deal…
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Pipedrive integrasjon
Er du på jakt etter integrasjon til Pipedrive? Vi kan tilby standard integrasjon til Pipedrive gjennom vår integrasjonsplattform Uniifire :) Kontakt oss for mer info: info@mantle.no
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Pipedrive & WhatsApp Integration: 6 Ways to Improve Sales Process
Hi everyone, I saw a lot of interest from businesses for a WhatsApp integration with Pipedrive. I covered the topic in some detail here: https://www.amitsarda.xyz/post/integrate-pipedrive-and-whatsapp If you have any questions, please don't hesitate to reach out. Best, Amit Sarda…
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Voice message transcribing, plus marketing tracking to Pipedrive
Hi :) hopefully, someone can help me. I am planning on using Pipedrive as my CRM. I operate a RE investing business and we send out mailers and on the mailer would be a reference code and a number that the owner could call. The owner would be prompted to leave information about their property and then that information…
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“Pipedrive Marketplace: accelerate your sales processes with video calling apps” webinar Q&A
Hi Pipedrivers 💎 I'm sure that many of you attended Pipedrive Marketplace webinar this Tuesday with Jennifer and Vince, so thank you. It was super fun and exciting event. For those who missed it, here's the link for on-demand recording. As promised, here are all the questions from the webinar answered. You can see them…
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You can now see HubSpot email opens, clicks and more right inside Pipedrive
Hey, thought I'd let followers of this topic know that we at Outfunnel have now added a deep Pipedrive - Hubspot Marketing integration. You can: * Record HubSpot email engagement (e.g. opens, clicks, unsubscribes) in Pipedrive so your sales team has full context and can sell smarter. * Track web visits and calculate lead…
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How do you connect ActiveCampaign to Pipedrive?
Are you using ActiveCampaign and Pipedrive? Do you want to connect the two platforms to automate your sales and marketing processes? If you’re looking for a way to connect your ActiveCampaign account to Pipedrive, here’s a quick guide on how to do it. If so, read on to find out how to do just that! First, log in to your…
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🔄 Campaigns API is now available
For integration partners, Campaigns product has now an API for you to use and connect with our product. Learn about the various endpoints you can connect with from the API documentation here.
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Advanced Slack Integration for Pipedrive - seeking feedback
Hi everyone, We recently released a new app for Pipedrive that provides advanced integration for Slack and I am hoping to get some feedback from this group and see if there are any feature suggestions. We build the app to use internally and recently decided to release it to the marketplace. Here is a quick overview of…
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Hubspot Killed Piesync! What is everyone doing for 2 Way Sync Now?
Hubspot Killed Piesync! What is everyone doing for 2 Way Sync Now?
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Is there a way to (mass) find and import LinkedIn Profiles for existing Pipedrive Contacts?
Is there a way to scrape and import LinkedIn profiles of my existing Pipedrive Contacts? I have all the other contact data but want to run multi-channel campaigns using Lemlist, so need the LinkedIn profile URLs. I know you can extract data that includes the LI profiles from a LI Navigator search using Dux-Soup, Lemlist,…
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Quickbooks Integration-Would love to learn from others
I am trying to "sell" to our finance office why there's value in integrating our Quickbooks with PIpedrive but would love to talk to some people who have this integration setup. One of our biggest pain points is Sales Reps and Account Managers not knowing if invoices have been sent/paid so there's a lot of back and forth…
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Pipedrive Podcast by Evolve: #14 Plecto - Pavlina Frydenlund
https://www.youtube.com/watch?v=7zGHEb_81I4Evolve Sales Director, Bruce Bignell, talks all things Plecto and Pipedrive automation with Pavlina Frydenlund, Head of Customer Service & Success. Plecto provides real-time business visualiztion. They enable companies to grow through data-driven insights and ensure actionable…
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How do you use Pipedrive in your workflow?
Hey Pipedrive Canada Community 🇨🇦 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow. If you're out of the build process with your sales workflow...or even right in the middle of…
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Adding automatic GPS coordinates
it will be very helpful to add feature that could based on GPS system from phone automatically fill such data in pipedrive. This is a great value while converting lead from PD to CRM and logistic system, as sometimes addresses are not very precise (or there is a typo done), while GPS is.
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Auto refresh pipedrive
Hi, If my colleague puts a new deal into Pipedrive, I can't see it unless I refresh the page. Is there a setting that auto refreshes the page? Thank you
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Company org chart
Apart from creating one externally and adding it to the organisation as a file, is there any way to create a organo chart within Pipedrive? It would be great to visually see where each contact sits in the organisation. Thank you
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Automate create deals from ActiveCampaign to PipeDrive
We use both PipeDrive and ActiveCampaign. PipeDrive is used by sales, ActiveCampaign is used by marketing for lead generation, lead nurturing, etc. Since we have MQL (ActiveCampaign) and SQL (PipeDrive) separated, and don't want sales to interrupt our marketing activities in ActiveCampaign, we'd like to be able to…
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Our Leads have multiple emails & phone numbers and we need to send mass outreach in a click!
I am about to Implement Pipedrive as our CRM and ATS - we are staffing agency I see so much potential with Pipedrive. I have one concern, our leads have multiple emails & phone numbers per lead and want to send outreach in mass to all emails and phone numbers. Can this be done?
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Ability to set a follow-up task from Gmail?
Hello! New to Pipedrive. I can't seem to find a way to log a task FROM Gmail. Ex: I send an e-mail to a CTO and before I hit send, I want to tell it to set a task in Pipedrive for me to follow-up in a couple days. Does anything like this exist? Thanks!
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Automatically Geocoding Addresses
Hello! We have run into an issue that I am hoping other folks have found a solution for. We recently completed a massive import of historical customer records into Pipedrive. Thousands of Organizations we have worked with in the past. We imported addresses for all of these locations, but the import does not automatically…
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Prossime novità Pipedrive
Ciao a tutti! Prossimamente, come alcuni forse sanno già, saranno rese disponibili integrazioni con i sistemi di messaggistica WathsApp e Messanger. E a breve in test anche il sistema integrato di gestione newsletter... A presto ;-)
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Updating tags in Mailchimp
I am using a custom field to create tags for all of the customer. What I want is for that information to be updated to the connected Mailchimp service in their tags. Is anyone doing this? Are there other mailing platforms that I can use instead which will allow me this functionality?
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New here - Ideas / Integration suggestion for project details
Hi everyone! My team is new to Pipedrive and we're excited to use this as our main hub for our clients. Each of our deals (architectural designs) contain tons of details that we would like to be able to reference whether it's to re-use a component on a new project or reach out to those with a certain feature for follow-up.…
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Integration Active Campaign Pipedrive
I'm trying to update a field on Pipedrive every time I update a field in Active Campaign but it doesn't seem to work... Does anyone know if there are specific field types that don't work? I managed to to it the other way around using automatic imports from Pipedrive into Active Campaign. Can anyone help?
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Pipedrive Automations.
Hey Pipedrivers, Today, we are launching Bardeen 2.0 on Product Hunt. We are a tool that automates your manual work with web apps. Here are a few of my favorite Pipedrive automations: * Save person from LinkedIn to Pipedrive * Create an activity with a shortcut * Automatically open Pipedrive contacts from your upcoming…