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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?
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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…