-
Pipedrive x Mustalinja integraatio on nyt valmis
Mustalinja integraatio Tekee kaikki puheluihin liittyvät aktiviteettikirjaukset myyjän puolesta ja soiton tullessa tuo myyjän puhelimeen valmista tietoa CRM:stä mm. astiakkaasta ja kaupan koosta, viimeisen aktiviteetin pvm. ja avointen kauppojen määrän. 8€/kk/käyttäjä. Yannis Doukas Ohjelmistoja.fi Pipedrive Elite Kumppani…
-
Fine Stage ID for all pipeline stages
Where can I find the ID for each pipedrive stage? I am setting up zapier triggers based on when a deal enters a stage, but I cant figure out where to see what the stage id is so I can specify on the filter.
-
Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so that…
-
Pipedrive & eCommerce - workflow tips
Hi, I'm new to Pipedrive, just getting started with replacing my a bit outdated Excel-based CRM with Pipedrive. I am also looking for other useful tools to make work with Pipedrive easeir. Especially with the focus on B2B sales. Does anyone have useful tools to recommend that work well with Pipedrive and can do some of the…
-
DocuSign Integration Tips & Tricks Tutorial ✍️
Hi Pipedrivers 👋🏻 As you know the DocuSign - Pipedrive integration is now live for all of you! Check out the short tutorial where I show you how to install the app from the Marketplace and some tips and tricks to help you make the most out of the integration. You can find the DocuSign app in our Marketplace here. Looking…
-
February's New Apps Spotlight!
Check out the four new apps featured in this month's App Spotlight. * Hockey Stack - An end-to-end analytics tool for SaaS businesses. It tracks marketing, product, sales, subscription revenue and customer success data, all on an easy-to-follow dashboard. * Oneflow modernizes the contract process with a smooth digital…
-
Hello, I'm thinking about using PipeDrive....I have a question; Can I use MailShake and ActiveCampai
Hello, I'm thinking about using PipeDrive....I have a question; Can I use MailShake and ActiveCampaign at the same time with PipeDrive?
-
Mailchimp Integration, Tags
Mailchimp has been pushing more and more the use of Tags and Segments instead of multiple audiences. It is not possible to select a Tag or a Segment during an export from Mailchimp. When do you plan to update the Pipedrive integration?
-
FunnelFLARE Integration
Has anyone integrated FunnelFLARE with their Pipedrive? We are experiencing integration issues with FunnelFLARE and trying to connect with a company that has had success with this integration. @Marketplace Apps
-
Estimating Systems
Can anyone tell me what estimating systems they are using with Pipedrive? We have tried a couple but aren't finding one that we really like. TIA!
-
Has anyone set up a Pipedrive integration with Spotler / Communigator?
Context is: * Considering it * Wondering what the effort might look like * Looking for lessons learned / tips
-
Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
-
Synchronizing contacts in events MPZMail - Pipedrive
Hi everyone (especially @Dave Phillips or @Mike Way) , I just installed MPZMail and connected it to Pipedrive. I have set some automations in MPZMail, for instance, create a new event when a subscribers opens/clicks a campaign. The issue I have now is, it does make an event but does not link that event in Pipedrive to the…
-
Slack with chatbot
Has anyone successfully integrated the pipedrive chatbot with slack?
-
How to send LinkedIn connection requests from Pipedrive using Dux-Soup. It's really simple to do and
https://www.youtube.com/watch?v=LLAppzszyMM
-
Is there a way to synchronize Pipedrive with Linkedin? So when someone changes his personal details
Is there a way to synchronize Pipedrive with Linkedin? So when someone changes his personal details in Linkedin it will be automatically adjusted in Pipedrive.
-
Webinar: Selling stronger in 2022 📈January 18th, 2022
2022 is here, is your sales process ready? It's time to make sure your team has the right technology to build a better pipeline. Join our webinar with Pipedrive to explore how you can integrate automation and personal communication to drive more sales and close deals faster. We’ll cover: - Using technology to stand out in…
-
In case you missed it... the best of Pipedrive in 2021
Looking to make a strong start in 2022? We've compiled a list of the best features we released last year to help you do just that. From closing deals faster with Smart Docs to finding more leads with LeadBooster credits, we think there's something for everyone. Check out our article and see what you may have missed in 2021.
-
How to show LinkedIn messages in the Deal detail view?
I wonder if anyone has any work-around for this. Dux-Soup sends my LinkedIn messages to PipeDrive, and they are shown in the Person detail view. But I would like them to show in the Deals detail view. I know this can be a 1 to many issue, but I almost never have multiple Deals for a Person. Thanks, Joe +Asking for Advice
-
Creating a deal through Zappier
hello, I am trying to send my MQL from my marketing platform(Plezi) to pipedrive. For some reasons i manage to create the deal, but in my zap i specified where to get the organsation name and the person name, but those fields are not filled in pipedrive. Any idea why the organisation name and the contact name are not…
-
Zappier not linking person to deal
Hello pipedrive Community. I made a zap that creates a org and person out of an typeform and then puts all of that in a deal. it works fine except the fact that the person does not automatically link to the deal but is apart of the orginazation, any clues on how I can automatically add the person to the deal?
-
What software do you recommend for automating follow-up emails through PipeDrive?
Hi Everyone, I'm looking for recommendations for software that will allow my sales team to send automated follow-up emails to those new prospects we put into PipeDrive. I've also heard of software that allows for automated LinkedIn messages. Can this be done through Pipedrive? I appreciate any advice! Thank you,
-
Since Pipedrive doesn't offer real email templates and only allows us to save regular text emails as
-
workflow automation should send an email in 11 months
@Inês Batata Does anyone have know how to setup a automation when a deal is won a email should be sent out the deal contact in 11 months to follow up?
-
Is it possible to have tally of units sold for a product in Pipedrive via Zap whenever a customer ma
How does the workflow goes?