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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…
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Planned: Interactive app panels 🗒 🔗
Why? To make it possible to interact with apps & integrations directly via app panels. For whom? All plans. What will I be able to do with it? Perform actions on third-party integrations without leaving Pipedrive. 🧠🔔 Learn all about App Panels from our Knowledge base here, and follow What’s Planned? to get notified about…
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Pipedrive File and Attachment Backup and Recovery
We want to give a third party provider access via API to our Pipedrive account data, however, our concern is that given they have API access we have to consider the fact that they could accidentally through a bad call, or through an outside bad actor delete the data, including historical files and email stored within…
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October's New Apps Spotlight!
Check out the 3 new apps featured in this month's App Spotlight. * Bardeen - helps you automate repetitive tasks and control Pipedrive from anywhere. * Aspirly - helps you maximize your team’s productivity while working in the office or remotely. * Monday.com - helps you synchronize your Pipedrive account with monday.com…
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Can Pipedrive push and pull inventory data from Odoo ERP
We are evaluating the CRM for outbound sales. If an API exists for this, it would automate or quote and order process and eliminate double-entry errors.
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Inside Sales CUE cards, Knowledge Base, Training Software
We would like our inside sales team to be able to draw from a database and follow scripting logic for more consistency in sales as well as ramp up training time for new employees. Is there a software that integrates or does Pipedrive has this capability?
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Question & Advise + Dashboards + Values
Is it possible to visualize data in percentage values using Insight Dashboards? eg: I am wanting to show numerical data (from Deals fields) split by Organisation or another non-numerical-value (from Deals fields). If not, can someone recommend a Pipedrive Partner that can support with data visualization?
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SalesDocs Insights
Sales Docs Needs: * Insight Reports on which deals have quotes or proposals within sales docs. A simple yes/no would suffice to start * Insight Reports on conversion rate from proposal to close * API Event for when a sales doc is created * A count of total number of docs per deal, broken into sub-categories of proposals,…
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September's New Apps Spotlight!
Check out the 4 new apps featured in this month's App Spotlight. * Outgrow - helps you boost your marketing and engagement with highly interactive content * Vizrm - helps you visualize your Pipedrive data like Organizations and activities to better understand where to act next. * ReachOut - supports you in your networking…
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How to use Facebook lead generation to fill sales pipelines 👍
An effective sales funnel only works if you keep adding new leads. Without a steady drip of qualified prospects, your sales cycle will likely come to a standstill. To ensure business continues to grow, many sales teams are turning to Facebook. Facebook lead generation ads, in particular, continue to grow in popularity…
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How to Create an OTT Platform/ App/ Websites with advanced Features in 2021?
Hey, We want to know about the starting a OTT streaming services for one of our reputed client in the European region. Need some suggestion, guidance, best OTT platform providers or app development companies for launching a successful streaming business in Sports genre. Need Expert view on this Thanks Advance
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how to integrate skype calls&recording to pipedrive ?
i want to integrate skype calls to deals directly from pipedrive and also the records from the call will be connected to the notes or deals or something like that
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Pipedrive and Mintsoft.com API connection
Hi, I've made a connection between Pipedrive and Mintsoft.com. It is based on an API. Script is in Python. It Synchronizes products from Mintsoft with Pipedrive for 3 warehouses on two continents. Our script imports products from Mintsoft to Pipedrive. Only products with specified categories are synchronized. Name, sku,…
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Hey Pipedrive family! I'd love any input from anyone using Pipedrive for wholesale AND retail. Any t
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New: Monday.com marketplace app 📝
What? Users can discover this new integration on both the Pipedrive and Monday.com marketplaces. You can create automations based on the following: * When a new organisation is created, create an item in Monday. * When a new activity is created, create an item in Monday. * When a new person is created, create an item in…
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Wechat integration to PD
Hello, Any plans to integrate Wechat to Pipedrive?
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Gmail + Pipedrive
Is anyone using the Gmail add-on? I saw many folks got confused about installing it! It's a Google Workplace Marketplace app (NOT an extension), so it shows under "apps" in your Gmail. I've just recorded this quick video overview of the integration. Hope you enjoy it!
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Best Practices
Hello, Is anyone interested in best practices regarding pipedrive and Dux Soup ? Let's talk in this community. Greetz, jan
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KVK- koppeling Pipedrive / invoerhulp
Goedendag, T.a.v. een koppeling tussen kamer van koophandel- Pipedrive, wil ik jullie graag eens raadplegen. Ik heb een paar vragen: 1) Kennen jullie marktpartijen die reeds een KVK- Pipedrive koppeling op de plank hebben liggen? 2) Idealiter zoek ik een invoerhulp vooraf: een salesmedewerker vult een relatienaam in;…
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"Caller ID from incoming Calls" does not work if phone is locked
Hello everyone, In my Android phone, I have set up the preference "Caller ID from incoming Calls" in my Pipedrive App, to receive contact info from incoming calls. When I receive an incoming phone call on my Android (OnePlus Nord), if my phone is unlocked I get that contact info. However, if my phone is locked, I do not…
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Anyone know how to fix the email integration properly?
As a salesperson pipedrive is a good tool that's easy to use. The email integration is so unreliable, does anyone else find this? Yesterday - working fine. Today - only importing internal emails. My colleague sat next to me - working fine. I've not changed anything on my PC. All I get from Pipedrive is clear my cookies…
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Email automation tools on top of my Pipedrive Deals
#integrations #emailautomation #askingforadvice I am searching for an email automation tool that I can directly or indirectly (through e.g. Zapier) integrate with Pipedrive. Goal is to be able to: * set automatic email campaigns with custom triggers * use my deals / contacts from Pipedrive to send these email campaign *…
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JOOMLA & PIPEDRIVE integration
Dear all, Please let me know if you have experience of making Pipedrive and Joomla talk? @Nirmal G. @Jennie Lau @Paul @Erhan Ercan @Scott Rich #joomla #integration
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Looking for booking system solution
Hi! we are looking for a solution where the process is following: * Call centre is calling our leads * They then put a slot in google calendar for meeting * Our sales then handle the meeting However, there is a lot going around - reminder emails, sms, follow ups after calls I am looking for a solution, where we could…