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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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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
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Integration
Does anyone have any experience integrating Pipedrive with Sage Intacct?
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Create a Lead (not a deal) from lemlist
Hi, I would like to create a Lead on Pipedrive when a lead from lemlist clicks on a link and make a call activity, I have zapier but couldn't find anything like this. Can you help me?
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I want to create a trigger in Microsoft Power automate on activity webhook of pipe drive, Can i get
I want to create a trigger in Microsoft Power automate on activity webhook of pipe drive, Can i get any help for the same?
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Pipedrive contact form - phone number validation?
Hi! So we bought and integrated on our website the embeddable Pipedrive contact form. However, it seems possible to just enter a random number in there and send the message. Would it be possible to validate it as a phone number somehow to make sure if it's at least more or less a correct looking one?
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What are you using for web forms? And are you 100% happy or are you missing a feature or two?
I'm guessing many of us here use Pipedrive's own web forms or Gravity Forms. Any other popular form solutions in use? And if you could change one thing about your current solution, what would this be?
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Hello! Can anyone suggest how to automate the creation of leads when a new email is received? Email
Hello! Can anyone suggest how to automate the creation of leads when a new email is received? Email sync and Email linking to leads and deals is enabled, but leads have to be created manually
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What is the best integration with Pipedrive to generate a Quote and eSignature ?
Hello Everyone 👋 I hope you're fine. Just a little question, what would you recomand between PANDA DOC and GetAccept if you need to integrate quote and Esignature with your deals ? If you know another good solution, which one would it be ? Have a great day ! Stay safe, stay home ;) Alexis
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GetAccept vs. PandaDoc
If you have tried both of these integrations, I would love to hear some pros vs cons. Thanks,
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Does anyone know how to integrate your WIX Inbox (from their Ascent platform) to Pipedrive?
Does anyone know how to integrate your WIX Inbox (from their Ascent platform) to Pipedrive?
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Synchronize your Pipedrive data with ActiveCampaign, both ways in real time with just one click! 🖱️
Hi! 😊 I'm building a new software service that might be interesting for you, guys! 🤝 I'm a software developer with few years of experience in data integration for sales and marketing people like you! Recently I have discovered that there is a lack of simple service that allows you to easily synchronize your CRM records…
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Wanted: developer feedback about App Extensions (upcoming and existing)
Hi! Firstly, I want to thank all app creators who have implemented any of our App extensions - be it panels, basic actions or the latest addition, embedded actions. This has hopefully improved the app usage experience of our mutual customers. To anyone who hasn’t utilized those possibilities in their apps (yet) - I…
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Popular SaaS software integration with Pipedrive.
Popular SaaS software integration with Pipedrive.
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Webinar 16.6.2021 : Pipedrive embedded apps and how you could use them
Hi! Greetings from your Pipedrive partner Zimple! (wwww.zimple.io) Do you know how to use Pipedrive applications to make your own integrations? Would you like to have an easy, cost-effective connector between your key systems that brings you the data you need? If you are tired of manual data processing between Pipedrive…
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Pipedrive- Netvisor integraatio
Hei Kaikki, Olemme rakentamassa integraatiota Pipedriven ja Netvisorin välille. Tiedustelen onko täällä mahdollisia käyttäjiä jotka voisivat hyödyntää tätä integraatiota tulevaisuudessa? Hi everybody, We are building an integration between Pipedrive and Netvisor. I'm wondering if there is users here that could utilize this…
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Visualize your deals and contacts on a map
Hello Pipedrivers! Did you know that Pipedrive has a feature that allows you to visualize your deals, organizations and contacts directly on a Map, thanks to the integration with Google Maps? Check out this video to discover our "Show on map" feature: https://pipedrive.hubs.vidyard.com/watch/hfT72aPhT29Gt1Tu723sjs?
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Pipedrive + Touch: Cutting data entry and workflow time by 50%.
Hey all, Every sales team would like to spend more time selling and less time on CRM admin. Yet we know how critical data is to the business hence the CRM must stay up to date and hygienic. It's a challenge to all. To make CRM sales workflows/data entry superfast and delightful we have released Touch. The time taken for…