-
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.
-
Integrations w/social media management apps
There are possible integrations with social media management apps on Pipedrive?
-
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)
-
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…
-
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
-
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…
-
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.
-
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?
-
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…
-
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.
-
Sales Navigator???
Is there a plan or current process for integration with LinkedIn-Sales Navigator?
-
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.
-
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…
-
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
-
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…
-
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…
-
“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…
-
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…
-
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…
-
🔄 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.
-
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…
-
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,…
-
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…
-
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…
-
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…
-
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.
-
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
-
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