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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…
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Documents and cloud services in PD
I have taken a deeper look at PD’s handling of cloud integration and documents and would like product managers and engineers have a deeper look at this issue. We all need to deliver lawful, sustainable, and user-friendly services. To meet these goals, some work seems necessary. * By default, PD stores any documents created…
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Calendar Sync - Exchange
Cannot get my company Exchange calendar to sync with PD The email was simple and worked great, but the calendar no so. Any suggestions would be great.
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SAP business one
its there any integrations among SAP business one and Pipedrive?
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Integration SAP Business One with Pipedrive
Is anybody using this integration SAP Business One with Pipedrive? https://www.appseconnect.com/sap-business-one-pipedrive-integration/ Does it do what you expect? Happy with it?
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June's New Apps Spotlight!
Check out the 4 new apps featured in this month's App Spotlight. * Hubspot - allows you to sync data between Pipedrive and HubSpot without manual data entry or messy, time-consuming imports. * AXDRAFT - offers a real-time web-based search engine that helps users quickly and easily create a list of contacts to build a…
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Facebook Lead Ads to Pipedrive cannot add person details
hello community I need your assistance. I am running Facebook lead ads campaigns and collecting some deal-related information and person-related information ( email phone etc). However when I create a deal I cannot push person-related info. I may either create a deal or a person, but how can I merge or create all of them…
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What's the best click to call dialer for Pipedrive ***THAT HAS A FULLY FUNCTIONAL MOBILE APP AND ALS
We've been using Kixie, and it predominantly works fine as a chrome extension, aside from bugs that continually require us to "refresh". But their mobile app is just utterly unworkable. I'm using it on an iphone 12 mini, and to dial out, I have to first delete the app, re-download, and then it only works a couple of times…
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What is the best app to use for bulk email campaigning?
My boss is wanting me to start doing bulk email campaigns and I was wondering what app everyone preferred for this. I currently have my Gmail linked to Pipedrive, should I be using something different?
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API Token/ key on deactivated accounts
Hi all, Does anyone know how to get the api token and key for deactivated users? Thanks in advance
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New posibility with Zapier integration
When my sales team identify a B2B customer employee have changed job, they delete them in Pipedrive. I would like to be able to make a zap in Zapier where people deleted in Pipedrive are unsubscribed our email lists in Mailchimp. I assume I'm not the only one within the B2B market, which could use this feature?