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New: Create cards, lists and boards in Trello from Pipedrive using Workflow Automation ⚙️ 🗒
What? We’ve made some major updates in the Pipedrive Trello integration to streamline your work processes within both tools: * Create cards, lists and boards in Trello from Pipedrive using Workflow Automation * Use Trello-related templates in Pipedrive Workflow Automation * Choose which Pipedrive fields to display under…
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Automatic emails in workflow automation
Hi Everybody, I have the following case: * My Pipedrive is connected with my Gmail * I divided our pipelines in "Hunt Sale" and "Organic Sale" * Organic sale = A potential customer that creates a trial account on our website without us knowing him/her * They appear in Pipedrive automatically (one of our developers built…
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New: Google Meet integration in Activities and Scheduler
Update 21/07/2021: Out now for all accounts and users 🎉 Why? To allow scheduling calls using Google Meet seamlessly from inside Pipedrive. Just like you can already do with Microsoft Teams and Zoom. What am I be able to do? Set up and use Google Meet as a video-call integration in Pipedrive. Learn all about this feature…
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Different Automations for deals in different localities
Hi, We have a Contact Forms 7 form on our WordPress site with CF7 Pipedrive Integration. When a lead submits the form, the integration creates a deal in Pipedrive, and the prospect gets an email. We'd like to have one email go to international leads and a different email going to leads in the United States. Is there a good…
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Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Ticket
Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Tickets. We would find it very useful. Would anyone else? If it is not on the agenda - what is the best service ticketing software to connect pipedrive with?
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I want to add live chat transcript on my Pipedrive
Hi, there! I want to integrate live chat into my Pipedrive. I want to get a live chat transcript on Pipedrive. I also trying to create a new custom field for the live chat transcript But I can't configure it. I can't show here live chat transcript field. Can anyone help me, please?
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‘’It’s getting harder and harder to book meetings with prospects’’
This is what Patricia - a Pipedrive customer, discovered when they started doing Outbound. Patricia works as a sales rep in a SaaS company called Customeer which does Marketing Automation. They wanted a tool to scale outbound. A tool to automatically take prospects from : Unaware->Aware->Interested->Nurture. After trying…
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QuickBooks Integrations - What are you using?
I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting. I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else? I’ve…
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カレンダーの同期について
はじめまして。 Pipedriveの初心者です。 現在導入直前でテスト的に利用しています。 office365とカレンダー同期をおこなっているのですが、office365で設定されている予定がPipedrive上では電話として登録されてしまいます。 原因と対応方法がわかりましたら教えてください。
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The #1 mistake that all sales teams make
Here's what is killing your Sales Outreach: Paying EQUAL attention to every lead! You see, your leads are at different stages in their buying journey. * Some are ready to engage. * Some are passive lookers. * Some others might just not be interested. How do you create a personalized and specific journey for leads in these…
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Formula e Lead Score no Pipedrive com Integromat
Fala pessoal! Desenvolvi (a V1) de um sistema de lead score no Pipedrive usando Integrmat e Sheets. Aqui eu mostro na pratica e tb como fazer. Se alguém quiser contribuir sintam se convidados https://www.youtube.com/watch?v=wdYYNbBFImk
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Registration is open! Pipedrive + Kixie Webinar on 'How to build a #SalesTechStack'
Hello dear community members, Hope you're having a great day! Daniel here from the Marketplace team over at Pipedrive! Join our Sales Ops Manager, Joe Kenny & Head of Sales, David Gable from Kixie, as they share insights that sales leaders should know when building a sales tech stack that works for every sales rep. Feel…
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Integration with Zoho books
Hi All, Does anyone know if PD can integrate with Zoho books?
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Anyone here integrate PipeDrive with QuickBooks Desktop?
I want to know if there's a way to have a Sales Order, once entered into QBD, to appear in the Deal screen in Pipedrive, as a Note or Activity or something or other. Anyone been able to do this?
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Which payment integration to Pipedrive do you prefer?
Which payment integration to Pipedrive do you prefer?
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Turn Pipedrive list view into a Asana spreadsheet.
Hi all, We are working on www.touchapp.co to make Pipedrive workflows as fast as possible. Soon we are releasing the dynamic edit mode which turns Pipedrive deal or activity view into a dynamic spreadsheet. You can then tab and make edits to fields never having to point and click just like Asana. If anyone is interested in…
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Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow a
Hi Guys, When dragging customers from one stage to the next we would like to implement a workflow automation of an email to be sent out to the customer. However we are concerned that human error, may mean that a customer might be dragged to the wrong stage, and therefore receive and email they shouldn't. Has anyone found a…
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Calendar integration for construction industry?
I am in the construction industry so we do multiple site visits in a day and I have different sales people and crews, we book from 6-8 weeks out. We use google calendar right now but I and my team do not care for it. Any suggestions on a calendar would be appreciated.
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pipedrive sync with mailshake? @Eric Griffing
does pipedrive sync with mailshake easily? i will be sending around 10-20 leads an email a day from mailshake (automated follow ups), is it easy to sync them together? for example: mailshake will automatically send an email on Day 1 & Day 7, is it possible to setup a pipedrive funnel so i get an "activity notifcation" to…
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L'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par S
Hello la communauté Pipedrive 🙂 On fait un webinar sur l'automatisation des tâches dans votre Pipedrive pour vous faire gagner jusqu'à 1h par jour et par Sales 🔥 Nous partagerons les techniques & astuces à mettre en place facilement pour transformer votre #CRM en super machine à prospecter 💪 📆 Au programme du 20 Juillet à…
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Remove Getaccept from my Pipedrive banner.
Can someone help me remove a redundant app from my PD banner? Many thanks
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Sales Enablement/Buyer Portal
Does anyone know/use a sales/buyer portal? I work in B2B sales where the sales cylce is 12-18 months. I'm looking for a place where I/my marketing team can publish content relevant to any deal/open opportunity. The closest thing to what I'm looking for is called Proteus Engage... Any feedback is appreciated! Thanks!
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Subscription through Webhook
I am not able to find any object related to subscription in webhook documentation. If it is not possible to receive updates through webhook let me know please.
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Solid invoicing integration ?
Hi All, Is there any thoughts on how accounting packages such as Xero , MYOB, FreshBooks, etc can talk to Pipedrive natively? Areas such as invoices and payments. One way or two ways sync.
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ウェブフォームとの連携について
ウェブフォームからの問い合わせを取引に入れる際はどのように行っていますでしょうか。 LeadBoosterのウェブフォームを使うので問題ないでしょうか。