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Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure
Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure that every call becomes a lead. We developed the automation between TalkDesk and Pipedrive so missed calls are converted to activities but we wanted to go to the next step and automate this procedure of creating leads out…
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Quotes and invoicing tool
Hello Pipedrive! My consultation is pretty straight forward. It would be great to have a tool that helps us create costs and budgets with all the information that we have already included in our database. In other words, several tools in one. One that can help us to prepare costs (using templates), another that would…
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Proposals, Invoicing and PD
I also am looking for add-ins to manage proposals and invoices from the deals we have in our pipelines. Has anyone had any experience and success doing this. I am considering Better Proposal and Quickbooks or xero but have not linked them to pipedrive yet. For tech support - are there any examples of customers linking…
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Proposal, Invoice and PD integration
@Smart Lotto Administrator I am looking for add-ins to manage proposals and invoices from the deals we have in our pipelines. Anyone had any experience/success they can share. We currently use Dolibar for proposals which is more of an industrial ERP and too clunky to consider trying to Zap - looking to change. I am…
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Morjens Suomen Pipedrive-yhteisö!
Moi! Sain mieluisan roolin, kun pääsen antamaan vauhtia tälle Suomen Pipedrive-yhteisölle. Täällä onkin jo mukava määrä porukkaa! Minä haluan kollegoideni kanssa auttaa parhaimman osaamisemme mukaan teitä Pipedriven haltuunottamisessa ja tehokkaassa käytössä. Olen nyt noin kymmenen vuotta tehnyt erilaisia…
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Supportbee
HI, We want to use a simple technical support ticketing system (email only). We have found Supportbee as a possible solution. Can someone explain their experience with this app? Thanks!! Daniel Núñez Hola: Queremos utilizar un sistema sencillo de tickets de asistencia técnica (sólo correo electrónico). Hemos encontrado…
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Pipedrive Video Integration?
Hello all, I am new here. Can you suggest a Pipedrive-Video integration where I can embed Videos to emails campaigns in Pipedrive and then track video analytics as to how many people viewed the video!
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Verabschieden Sie sich vom manuellen verknüpfen von synchronisierten Aktivitäten!
Was wäre, wenn ich Ihnen sagen würde, dass die Aktivität auf dem Screenshot unten über Google Calendar Sync eingegangen ist und Kontaktperson/Organisation/Geschäft automatisch verknüpft wurden, ohne dass eine manuelle Eingabe erforderlich war? Schwer zu fassen, ich weiss :) Aber es ist zu 100% wahr - versprochen!…
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What would be the feature on Pipedrive that would save you loads of time, but it's not (yet) availab
What would be the feature on Pipedrive that would save you loads of time, but it's not (yet) available?
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Slack Channel Messages and Automations
Hi, I am trying to update a slack channel when a deal moves along our pipeline. This works fine if I am an owner, but not if anyone else does it. And yes, I have set it to be triggered by any user. Seems like a bug to me? Nothing wrong with the automation as it works when I do it... and the other standard automations like…
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Vilket marketing automation system passar bäst ihop med Pipedrive?
Är det någon som kan rekommendera ett marketing automation system som lirar bra ihop med Pipedrive. Kommer tidigare från HubSpot världen där jag använt Sales- och Marketing Hub Pro. Jag funderar på ActiveCampaign och tar gärna feedback både gällande ActiveCampaign och andra system.
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Pipedrive & Microsoft Access Connection
Is it possible to connect Pipedrive with an existing Microsoft Access system which contains existing data? We will need to use the two softwares together to carry out all of the functions we require. Does anyone have any experience with this or with connecting the APIs please? I have looked on the Developers' Corner but…
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Pipedrive Developer Platform update: App panels got interactive!
Hi everyone, We’ve heard both from app creators and our customers that the app panels are too static and that it’s not straightforward to invoke actions to create content for the panels from there. Other pain points were the lack of object and field-specific actions and static panel error state. Our latest updates to app…
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Custom Fields for Zapier different in Leads and Contacts
Hi Folks, is it true, that NO custom fields from lead show up in Zapier (create lead) but for contacts (create contact) it does? Thx. Karsten
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August's New Apps Spotlight!
Check out the 5 new apps featured in this month's App Spotlight. * Text Request - allows you to text contacts directly from Pipedrive and sync message history. * Autopilot - allows you to switch ON targeted email marketing, automation, pop ups, analytics and dashboards. * Rafiki.ai - helps you understand how customers are…
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Seeking Advice: Using Zapier to create contacts and deals in Pipedrive
Hi All, I need a bit of help here please. I'm trying to build a Typeform - Pipedrive integration using Zapier. When a prospect fills in the Typeform for then I want a contact and a deal (with that contact associated) to be created. I can create a contact and I can create a deal but I can't seem to work out how to link them…
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Best native integration for email marketing
We have a set of automatic emails set up how do we stop the automatic emails once a response has been received to one of the emails . We work off one pipeline at the moment but would like to move emails that have been responded to to another pipeline for more attention and allow the non responsive email to continue its…
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How to push a Pipedrive insights chart to a Slack channel
Hi PD fans! Can u help me with tips how can I push/visualize a PD insights chart to a Slack channel? e.g. this one.
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📽️ Webinar | Pipedrive + Kixie Webinar on 'How to build a #SalesTechStack'
https://www.youtube.com/watch?v=jfC_sgzB5LUIf you were not able to catch the live webinar last month, or just want to watch it again, just click play ▶️ 🔔 Follow the Events topic to never miss out on what's coming up in the calendar, and the Webinars topic to catch up on past webinars 🔔
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Market App Reviews; Why so few?
I'm still new to Pipedrive (using it since early 2021) but why are there not more reviews of the apps for Pipedrive? It's hard to decide whether to invest the time in an app or not. I need a simple electronic document signing app integrated into Pipedrive for real estate agreements. Not a lot of love for the DocuSign app.…
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Wishpond Integration Error...
After plugging in API, Wishpond is giving an error about integration. I've gone back and forth with their team for a few weeks and they verified the API is working, but says it's on Pipdrive side. Has anyone had similar issue with this and what's the best solution?
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New: Updated invoicing integrations with Xero & Quickbooks 🧾 💰
What? You can now manage your invoice lifecycle even better than before, without having to leave the Pipedrive interface: * Import your products from Xero/Quickbooks into Pipedrive using import data * Create and link contacts to Xero/Quickbooks directly from the Pipedrive Invoice form * Get an overview of your previously…
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NZ Pipedrive users: SMS question
Hi wondering if anyone based here in NZ is using an SMS tool you could recommend for 2-way-synced campaigns from Pipedrive?
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How do you automate your sales workflow?
How do you automate your sales workflow?
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[Survey] How do you use Whatsapp in your work with clients?
Hi, people! My team and I are working on a way to improve the sales team`s efficiency on Whatsapp. Specifically, we're developing the automatic Whatsapp to PipeDrive integration. I'm looking to find out how you use Whatsapp in your work now: for lead gen, sales, account management, long-term customer relations, etc. Please…
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Google Analytics goal trigger for Pipedrive form entries
We have switched our own webforms out for Pipedrive forms. The experience has been great: easy to setup and much less spam now. However, we seem to have lost the ability to register a Google Analytics Goal when someone fills out a form. Does anyone have an approach/solution for this, or would this be a genuine feature…
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Hi All, we are moving our systems and using Pipedrive as our main CRM. Our Pricing is quite extensiv
Hi All, we are moving our systems and using Pipedrive as our main CRM. Our Pricing is quite extensive and takes lots of variables into consideration before producing a number as its for property inspections. We have had to create a custom web app to calculate the price outside of a deal but would love to have an…