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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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Ideas / Integration suggestion for project details for architectural design
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…
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Can you update a deal stage based on an email open?
Hey everyone, I am wondering whether I can update a deal stage based on an email open. Also whether I can trigger an email based on a deal stage?? Does anyone know of any third party integrations that can help?? Thanks everyone!
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Product Conversion - Insights
Hi Pipedrive, Could you advise on when Insights will give the functionality of reporting on conversion rates vs. products please? Products has been great for us and gives us the ability to streamline the number of pipelines we have, rather than having pipelines based on product. However, in its current form we can get…
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I made a WordPress plugin for Pipedrive
Good morning! We wanted an easy way to create deals in Pipedrive from form submissions on our WordPress site, so I created a plugin for it. It's pretty simple right now but does what we need :) Easily integrate Pipedrive CRM with your WordPress site – WordPress plugin | WordPress.org Cheers! Zeb Fross
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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…
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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.
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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…
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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…
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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…
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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…
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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?
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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?
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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
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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!
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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
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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…
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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…
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Slack with chatbot
Has anyone successfully integrated the pipedrive chatbot with slack?
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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
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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.
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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…