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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…
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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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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…