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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?
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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,
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Since Pipedrive doesn't offer real email templates and only allows us to save regular text emails as
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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?
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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?
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There are anything more that I can do?
I am trying the firsts tests with Pipedrive API. This works inside Pipedrive testbed, but I have authentication problems when I try the same thing with external Postman application. { "success": false, "error": "unauthorized access", "errorCode": 401 } But I've already verified the API key and custom domain. There are…
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Owner change on Stage change to whoever did the change
I'm trying to have an automation (i looked into zapier & pipedrive automations for the moment) that changes a deal's owner based on who changes the deal stage (user A changes a stage -> he becomes owner of the deal) Help please?
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Apps to match up some HubSpot features not present in PIPEDRIVE?
We need to match up some features from HubSpot in a Pipedrive account, which are: 1.- An app or workflow to send all the UTM details from social media campaigns in Facebook and Instagram directly as new leads in Pipedrive 2.- Solution for round robin assignments for new deals or prospects 3.- An app to deal with support…
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Boost your customer support workflow with the Pipedrive-Zendesk integration
Are you looking to improve your customer communication? With our new Pipedrive-Zendesk Support integration, sales and support reps get the visibility they need to deliver a great service. Our integration means you can access Pipedrive data in Zendesk, and vice versa, without needing to switch between apps. You can install…
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I like noodles
Howdy Pipedrive Fam! Eric here, Texas expat living in Romania. 🤠🇷🇴 In addition to being a mediocre tennis player, I host a mediocre podcast where I interview fascinating startups from Northern and Eastern Europe. And to pay the bills, I work for Bonjoro - an awesome video email tool. We are working on a cool integration…
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Organisation apparentées
Bonjour, Comment faire pour importer un fichier avec les filiales et les maisons mères . Je ne trouve pas de solution via un fichier Excel . Ou trouver les champs qui me permettront d'injecter en masse ? J'ai plus de 74 000 leads à apparenter .
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jautajums vnk.....
jautajums vnk.....
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Coming soon: Zendesk Support integration 👩💻
UPDATE 13/12/2021: Out now Why? To allow sales reps to access customers’ information from Zendesk and vice versa, thereby eliminating the need to switch between apps and promoting both a speedy resolution and a better sales workflow. What will I be able to do with it? See Zendesk ticket details inside of Pipedrive.…
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New: Pipedrive-Zendesk integration 🤝
Our new Pipedrive-Zendesk Support integration gives sales and support reps the added visibility they need to improve their customer communication. By integrating Zendesk with Pipedrive, you can access Pipedrive data in Zendesk, and vice versa, without needing to switch between apps. You can find out all about it here
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Dashboard Sharing / Embed
Hi! We have a financial software and we have created a feature to integrate different sources of information into the app by embedding graphs or dashboards. When embedding Pipedrive's dashboard there's a big header that uses a lot of space. It's like a big add of Pipedrive. It would be great if you remove that header so…
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Chatbot and Spam
We've just started using Chatbot and we are getting a number of spam enquries. Anyone else had this issue. Pipedrive say there is no way around it. Any advice would be great.
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BETA TESTERS
BETA TESTERS needed for email validation. Hi, I'd like to get some beta testers for our email validation app. You can find it here: https://marketplace.pipedrive.com/app/certa-link-email-validator/67c7097db1c334ad On login you will be given 100 credits (100 email checks) to test with. NOTE: This is a first beta so you…
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November's New Apps Spotlight!
Check out the 2 new apps featured in this month's App Spotlight. * TimelinesAI - helps you automatically sync Whatsapp messaging with your clients to Pipedrive Deals and Persons * Postcall - helps you send customer satisfaction surveys after your Aircall, RingCentral or Zendesk Talk calls, delivered via SMS or email. 🔔…
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Ideas for Zapier automations TUTORIAL
Hi Pipedriver, Today I’m continuing with automations tutorial and this time I’ll show you how to use Zapier integration for optimising your Pipedrive account. So open your Pipedrive and Zapier tools and let’s make the following automations together: 1. Round Robin - Assigns Deals equally between a defined number of Users.…
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Angebote über PD
Guten Morgen zusammen, evtl. könnt ihr mir helfen : Ich suche ein Add-on, über welches ich Angebote aus PD verschicken kann. Wichtig wäre mir dabei, dass man das Firmenlogo, besser sogar den ganzen Briefkopf als Grundlage verwenden kann. Paycove hab ich schon ausprobiert, dass war mir ehrlich gesagt zu kompliziert. Mit…
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ICYMI: Check out our major Marketplace integrations in 2021
Our Marketplace hosts nearly 300 apps to enhance your Pipedrive experience and help you work with the tools you know and trust. This year we've added integrations with Trello, Zoom, Quickbooks and many, many other top tools covering the whole revenue cycle. Want to check out how integrations could help you? Read our…
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Contact Form 7 (Wordpress) integration with Pipedrive | Pipeline issues
Hi, Does anyone know how to change the Pipeline where the leads are created? I have several forms and I do not see where to edit the assigned Pipeline. Checked the CF7 plugin at Wordpress, but do not have a clue on how to edit this. Thanks!
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Automation - Communication Pipeline and Stage move on Slack
Hi! I have set up an automation to watch some specific changes in deals on different pipelines (and stages). I am communicating into a Slack channel and would like to integrate the Pipeline and Stage name before and after the change has happened. The automation works fine but the Pipeline and Stages are only communicated…
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Discovering Pipedrive Insights using Tableau
Sometime in July, I shared a Tableau dashboard that I had built using the Deals data from Pipedrive. It is proving to be incredibly useful for clients I work with. A few(!) people liked it and I decided to package it in the form of a digital product: * Snapshots of Tableau dashboards ($0) * Just an eBook ($100) in the form…
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pipedrive openapi file issues
One of the reasons we went for pipedrive was a well documented api via openapi Using the api file we can generate the clients for node in typescript.. however there is 1 issue, as the file does not make use of the component definitions non of the non-java generators are able to generate well written types. When the models…
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How does one trigger a data request to an API? We are working with a 3rd party software company tha
How does one trigger a data request to an API? We are working with a 3rd party software company that is building native integration with Pipedrive for us. The idea is to send them an address and they will return data on the address that will be added to specific fields in Pipedrive. What best practices do you have on how…