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Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
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How do you manage ticketing in Pipedrive?
The ability to manage support or help desk tickets is a common request from Pipedrive users, and it can be set up directly in your Pipedrive ecosystem. However, there is no one-size-fits-all solution, so what works in one business may not work for another. So, we set out to find the most popular approaches. Turning deals…
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SAP Business One
its there any integrations among SAP business one and Pipedrive.
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Anyone know how to fix this?
I'm getting this error with Seamless.ai
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Can I trigger emails based on session length?
I used to integrate Hotjar with another CRM provider, and I was able to trigger emails to website visitors based on session length, number of pages visited, and number of action/clicks. The native Hotjar app on Pipedrive appears to be more limited. I use Gravity Forms in Wordpress, and I would like to add layers of…
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PandaDoc information not updating
All, It appears the PandaDoc integration isn't working. Within pipedrive, I go to "create a new document" which opens PandaDoc. It pulls all of the client information in, sends, etc. However in Pipedrive, it doesn't show the PandaDoc information. Below is a screenshot directly from both PipeDrive and PandaDoc website that…
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Tracking Pipedrive Conversions in Meta/Facebook
Hey, How do y'all approach this right now? I've talked to many of you about this here and elsewhere, so I figured it'd be good to have a main thread on it? Here's our take on the problem: One main data pipeline managing everything (no Zapiers) Ability to specify various cookies to attribute Pipedrive events/deal closings…
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Automatic Pinned Note feature request
Hello! My team would like to request a feature where we can pin a skeleton note at the start of each new deal in PipeDrive. Ideally, this would just be a simple automation for us to keep track of target pricing, competitors, etc. Is this feasible? Are there any current features like this that can work on a deal-by-deal…
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Integration with Storis
We would like an integration with our POS, Storis.
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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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Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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Has anyone integrated the Constant Contact App by Make?
We decided to not use the native "Campaigns" addon in Pipedrive because there seemed to be issues with the handling of double opt In and unsubscribe tracking. Has anyone integrated the Constant Contact Marketplace app by Make? Are their significant limits on functionality as far as campaign tracking and reporting on a…
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Integrating Pipedrive with Hootsuite
I'd like to find out if anyone has integrated Pipedrive with Hootsuite and if so, how that works for you?
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Pipedrive API: Error 401 Invalid token too often
I try to integrate Pipedrive with Zapier to run my own Automation. I use following API https://api.pipedrive.com/v1/filters unfortunately I got many times response: success: false error: Invalid token: access token is invalid errorCode: 401 error_info: Please check developers.pipedrive.com But sometimes I got OK response…
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Automated NPS email every 2 weeks
Hi there -- I'm looking to set up an automated NPS/CSAT survey every two weeks for active clients and looking for the best way to do it. I've seen Nicereply but also looking for free options. Also looking at SurveySparow that looks promising, but I'm wondering if there is a way to automate the survey email to go out every…
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pipedrive add-ins for outlook
Hi, I'm using MS Oulook on MAC and Windows, using a pipedrive add-ins for outlook to right click on a email to create automatically a contact or deal in pipedrive would save me a lot of time Vincent
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Trello Integration | Power Up's Bug?
Hello, I’m currently running into issues with Pipedrive’s “Power-Up” functionality inside Trello. The screen just keeps loading and doesn’t show. I cleared my cookies/cache and I’m still running into the same issue. I’ve done the following: Restarted laptop. Uninstalled the connection. Reinstalled the connection. Updated…
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Has anyone integrated PipeDrive with Big Commerce?
What does it accomplish for you? How did you do it?
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Bug trying to reconnect pipedrive to Zapier
Hello, Since yesterday all my zapier linked to pipedrive are down. I successfully reconnected some of my pipedrive integrations, but since 11am I cannot reconnect them. Every time I have a "app not found" issue. Does someone have the situation? Thank you
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Twilio SMS and MMS integration to Pipedrive
Is there anyone here who has Twilio SMS and MMS integration to Pipedrive? Can you share what fee did you pay for upfront and what are the monthly fees that should be involved? I am a bit confused because Oapps (which is the provider of Twilio in Pipedrive's marketplace) is quoting a $25 pay-as-you-go charge that you will…
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Zoom Phone Dialer
Can Pipedrive please develop an integration with zoom phone as a dialer option? It is the fastest growing business dialer software currently and I'm astonished that every other CRM has a native integration besides Pipedrive. If this isn't a priority for Pipedrive then we will have to start CRM shopping.
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Automate making a Teams channel post when a deal signs
In our org, when we sign a new deal we create a Teams post detailing things like the deal date, amount and other details. I have connected Teams to my Pipedrive account but don't see an obvious way to make this kind of automation. Is this something that is already possible or could be added to the Teams integration?
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Pipedrive click-to-call integration with automatic call logging with Google Voice
Hey folks- Looking to solve a discussion that was closed with no resolution: Use case: I want to call directly from a deal in PD using Google Voice, and have that call logged automatically in Pipedrive. Happy to entertain 3rd-party plugins at this point. Any success stories out there?
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A new Pipedrive app for document management!
Hi All! Is it difficult to quickly find all your sales and customer related documents? We have a new Pipedrive app to tackle that: OneNode! OneNode is not an integration to any other system, but an add-on that will give you a new functionality in Pipedrive. It will help your team stop wasting time on browsing through…
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Sawfish Pipedrive WordPress Integration Plugin
Hey Pipedrive community! Any of you using WordPress? Whether you're a developer, designer, IT admin, salesperson, marketing wizard, or business owner, Sawfish makes it easy to create seamless, high-performing pages - using real-time Pipedrive data. It supports both WordPress to Pipedrive and Pipedrive to WordPress Save…
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Pipedrive webhooks persist despite three consecutive days of 400 Bad Request responses.
In our application, we have an integration with Pipedrive, and we've observed that Pipedrive continues to send invalid webhooks to us. This typically happens when a customer disconnects their Pipedrive account or for other similar reasons. To address this, we return a 400 Bad Request status code to stop the webhook…
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Are there any integrations with Sage 50 ERP-Software?
Hello, will there be an Sage 50 integration in the future, or does anyone have experience with third-party solutions? Thanks in advance!
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AI Assistant for Pipedrive
Hey Pipedrive Community, This is Dan from gogol.chat, and we're thrilled to introduce our AI assistant crafted specifically for Pipedrive CRM. We're eager to hear your thoughts on how AI can elevate your CRM experience. Our assistant currently handles: Q&A for Pipedrive data. Dynamic UI based on your queries. Task and…
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Projects x Activities integration with ZAPIER
Hi, I would like to create a ZAP where I automatically create an activity linked to a project based on a new form answer. I did not see "project" in the integration and I have tried to enter it in the deal field but i does not seem to work. Any way around that could work ? Thank you !
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Microsoft Forms integration for sending out surveys out of Pipedrive
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…