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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
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。
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Is syncing certain fields across deals, people and/or organizations something you need?
I started this integration for HubSpot (over there they are crazy over wanting a sync'ed field configuration feature). I don't know if this is a need in Pipedrive as well? Basically the idea is the following: Change in Person source field -> syncs it to the Deal source field (so they both match).
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Android SMS's automatically recorded in the clients file - is this possible please?
I need to keep records of all my client communication, and so far the only thing that isn't recorded automatically is SMS's. Is there a way to set up an integration that when a client sends me an SMS it is automatically recorded in their file? It would be great if it could also track the whole conversation (ie my replies…
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Getting new deal notifications from Pipedrive Forms through Automate.io
Hi everyone! I've set up Automate.io to sent notifications to my Discord server for every single event. This is working great for deals that are created manually, but for some reason, deals created by forms are not pushed. To solve this, I added a new bot that only works with 'new deals', and that's working fine. I think…
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Website Form (Embed and capture details)
Is there a way to track forms on a website, especially with tag manager? We build hundreds of website using SilverStripe and are hoping to have clients forms which are built within the CMS tracked easily. With other systems we could just copy and past a piece of code and in the finish text/code of the form. This way we can…
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hello all, I would like to ask you if there is a way that the active ticket that a client has on fre
hello all, I would like to ask you if there is a way that the active ticket that a client has on freshdesk could be displayed on pipedrive as well. Thank you
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Mitarbeiter hat das Unternehmen verlassen, eMailadresse muss gelöscht werden, wie behalten wir die D
Guten Tag, ein Mitarbeiter hat unser Unternehmen verlassen, nun besteht ein Zugang zu Pipedrive mit seiner eMailadresse und er hat auch Mails etc. in Pipedrive gespeichert. Nun muss seine eMailadresse gelöscht werden, wie kann man alle Daten in Pipedrive speichern bzw. auch nach dem Löschen der Adresse noch aufrufen?…
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Feedback sought for new Gmail sidebar
I'm looking for feedback on the UI for our Gmail sidebar. All comments welcome, especially negative (gives us something to improve). Cheers
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How J’achète en Espagne Used Automations to Increase their Revenue by 20% 🤖 📈
By integrating Pipedrive and Zapier and setting up workflow automations, Spain-based real estate franchising network J’achète en Espagne increased their revenue by 20% in the second half of 2019! Read their story to learn their secret 🔎 🧠 🔔 Be sure to follow Automation and Apps and Integrations to stay up to date on these…
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Does my VOIP from MS Teams work with the caller?
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Account Executives, would love to get your feedback on a product a small team and I are working on 👋
The main paint points we’re solving for are: * Jumping back and forth from your email to multiple different tools to keep context on your email conversations with prospects (e.g Excel, Notes, Trello, Airtable) * Spending hours on following-up with active deals in your pipeline, which sometimes causes you to miss follow-ups…
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Xero Integration
Hi, Are there any plans to be able to have multiple Xero companies connected to your Pipedrive account? We manage multiple brands and currently I can only use the invoicing flow for one of them which is a bit of a challenge.
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Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
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Pipedrive --> WhatsApp Integration
Hi Community! Our platform, Quickdialog, allows user to manage conversations from email, social media and messaging apps directly from one platform. We've recently build an integration with Pipedrive for the WhatsApp channel ( other channels in the Pipeline!) and would love to get feedback from Pipedrive users on whether…
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Unleashed API
HI There, I'm trying to integrate my Pipedrive with Unleashed. They have an API available but their support team came back with the below. I'm not sure how to go about this. Any help would be greatly appreciated. Thanks