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Marketplace results are reversed
Hey! I noticed the marketplace listings are "reversed". This is weird. When you make a search, the "top results" show up at the bottom. For example, if I search for "Shopify", (see attached screenshot), I'd expect the app called "Shopify" to show up first. Yet the top app is "Glances", an app that doesn't even have…
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Integration between Microsoft Teams Webinars and Pipedrive
Hello dear community, We would like to organise our webinars with Microsoft Teams (Teams Webinars) in the future. It is important to us that a lead is created with every registration in Pipedrive and that all form data is transferred. Are there already any people here who have implemented this? Or is there already an…
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Norweigan mobile number - sms and call
Want to buy one Norwegian mobile number and use it for the following in Pipedrive: 1. Send and receive sms (from within pipedrive) 2. Make and receive calls (from within pipedrive) Anyone who knows how to solve this? Have been in contact with several apps/third-party without anyone that can offer both sms and call for one…
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Pipedrive Contact Enrichment: A simple 10-Step Guide
Discover how to automate Pipedrive contact enrichment using Clay.com. This 10-step guide shows you how to boost your CRM's value effortlessly. Tool used: Clay.com (affiliate link: sign up to receive 3,000 credits worth $229 when you upgrade)
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Linking activities to deals
Hi, we make our booking link available to applicants when they apply in a Typeform. This creates a deal in Pipedrive, but the booking link activity does not link to that deal on Pipedrive. I can manually do this in the activity view by searching for their deal, but is there a way to automate linking these activities to the…
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Google Chat Integration for Pipedrive
Hi everyone, we're currently working on a Google Chat integration for Pipedrive, we would be thrilled to collect your feedback so we can build a tool that really fit your needs. Find below a link to my calendar so you can directly book a quick feedback interview with me: P.S : We're not looking to sell anything at the…
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If i use, for example, Openphone to make calls in Pipedrive, i can use it too in my mobile app?
With me team, we´re thinking to use Openphone like our new phone call in Pipedrive. Some of our members use their phones to make calls, so i dont know if Openphone is allow to appear in the options to make call in the mobile app. When i used it, it showed me just call, my own phone and whatsapp, but not another option.
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Integration between Linkedin Sales Navigator and Pipedrive
I want to create contacts and organizations directly from LinkedIn Sales Navigator to Pipedrive. Is it possible to do this without third-party tools?
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Is the only way to synch (and/or create) a new Calendly appointment to Pipedrive using Outfunnel?
We want to track calendly appointments made in our Calendly account with a new (or exisitng) contact in Pipedrive, so our meetings are tracked correctly in Pipedrive. We tried setting up a Zap, in Zapier, but it went haywire and messed up our Pipedrive. We don't want to have to pay an additional 3rd party just for this. Is…
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Linkport technical issue
Hi guys, I've been using Linkport for a while now. It worked fine until today. I click on import contact and get the confirmation message but when I go back to Pipedrive, the person doesn't appear. Has anyone else got the same problem ? Where you able to solve it ? Thanks Mathieu
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App Integration - Dialpad
Pipedrive should intagragrate with Dialpad app the way it does with Justcall app. https://www.dialpad.com/
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WhatsApp Campaign Manager
Hi everyone! We've finally completed our WhatsApp Campaign Manager, a tool that allows users to create personalised, rich media enabled WhatsApp messages, and send them to customers at scale either in bulk or through detailed segmentation. We have a Pipedrive integration and would love to find some beta testers. Would this…
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Google Calendar automation
Is there a Google Calendar integration that recognizes a meeting being scheduled and automatically does something? (e.g., sees that a meeting was scheduled and moves the deal in the pipeline)
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Open API
I'm looking to integrate Dialpad with my Pipedrive account for calling and sms features. Has anyone else used Dialpad? Secondly, does Pipedrive have an open API as that was the only requirement for integration. I'm not technically inclined so it's all new to me
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Dialpad Voip Phone Integration
Request: Integration with Dialpad phone service to sync voicemails, texts, call recordings to relevant contact records within Pipedrive.
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Leads system that integrates with Pipedrive
any recommendations on a good leads app that then integrates with Pipedrive when ready to convert to deal as trialler. We have used Pipedrive leads for over a year now but there is a lot of things missing. No pipeline type view, you can’t attach business card or image to a lead from mobile app etc etc. we love Pipedrive…
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Address separation
Hi, I'm looking for a way to seperate an adress, so Street, postal code, city is not together and so they are in seperate fields for example in "Company" or "Person" field. Can someone tell me how to do this, I need it for a Zapier integration - maybe someone knows a way to seperate it in Pipedrive or better with Zapier -…
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How do I populate a LinkedIn profile field in Contacts or Leads within Pipedrive?
I've added a set of leads using Prospector. I also added 1 lead using Surfe. How do I populate a LinkedIn profile field in Contacts or Leads within Pipedrive?
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Why no boolean (yes/no or single checkbox) custom field type?
I'm working on integrating with a marketing automation system. In the marketing automation platforrm, there's a boolean field called "Marketing Suspended" which, when true/yes/checked, means that the person stops getting all marketing. I wanted to put a custom field on the person record in Pipedrive, but my only option is…
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API Endpoints for SmartDocs
I'm working with a client that also has a M365 environment. I've created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com next step is that ALL documents related to that customer are stored in that specific Client Environment and when a customer signs a document…
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Merged duplicate organizations automatically
When transferring contacts from LinkedIn using tools like Surfe, duplicate organizations are created. I know they can be merged manually, but why isn't this done automatically?
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Transitioning from Pipedrive Campaigns to Mailchimp
Hi everyone, Due to ongoing issues with Pipedrive Campaigns, we are planning to switch our email marketing to Mailchimp. Has anyone here made this transition before? We're finding it challenging to transfer our Pipedrive filters to a Mailchimp audience seamlessly. Has anyone successfully managed to get this working? Any…
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Need Consultant - new user - also interface with ConstructConnect
We are a manufacturer that sell through distributers and get leads through ConstructConnect or other lead sources. New to Pipe drive and setting it up.
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Integration to convert quotes into invoices?
My sales team is currently switching back and forth between Pipedrive and another app to actually create the quote and collect a deposit. We take 50% upfront and the other app allows us to convert that approved quote into an invoice, which automatically takes off the deposit fom the final invoice. Is there any sort of…
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Q&A: Optimize your LinkedIn prospecting in 1 click with Surfe X Pipedrive
Hello Pipedrivers, Thank you all for attending and showing interest in our webinar, "Optimize Your LinkedIn Prospecting in 1 Click with Surfe X Pipedrive." We appreciate your engagement and all the insightful questions. As promised, we have answered them, and you can find the responses in the comment section. If you missed…
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Custom Fields (Org & Person) In Zapier
How do I get Custom Field information for Organizations and People out of Pipedrive and into Zapier. The Pipedrive-Zapier integration does not look to these Custom Fields. So I need to use the API. But it is not clear how to do this. Does someone have experience with this that could help me out?
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Business Value Calculator with API
Hi there, I want to program a business value calculator that creates a new lead in Pipedrive via API by entering the gathered information into the Lead Tab of Pipedrive. Now there is a lot of miscellaneous information about how to achieve that. However, when I execute a test node.js file, it always tells me that OAuth 2…
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Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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Can we use Pipedrive to manage customer support tickets too?
Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, customer data is centralized and updated.
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Function: printing labels
Buenos días, El año pasado y el anterior pregunté si podemos tener esta función en Pipedrive. Por aquel entonces, me contestaron que no existía de momento esa función. Les escribo de nuevo por si la hubieran implementado este año, ya que para nosotros sería una herramienta o función muy necesaria para nuestro trabajo.…