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Xero Integration, Invoice field data missing
Hello, We are having issues with Xero invoicing within Pipedrive. We create an invoice but the contact details (name, address etc) won't populate into the fields in the Xero app within Pipedrive. Frustrating and time consuming to manually enter. Hopefully we can find a fix here? Thank you. Hugo
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Hi,
Hi, I'm new to Pipedrive. I'm looking to have New Deals generated from Squarespace dumped into Pipedrive and then have those new deals generate to a list in Mailchimp. Anyone have any suggestions?
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2way sync Pipedrive Mailchimp GDPR challenge
We get leads from different channels. Some come from people who register on a form (no problem here). But we also target our leads ourselves, and after we have had a meeting with a potential customer we would like to keep them warm by adding them in mailchimp. But we can not add someone to mailchimp without acceptance from…
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Customized Client or Lead History field- for filtering
What is the best way in your opinion to keep track of a person's activity: signups for webinars, events, courses and so forth? The idea is to be able to perform a filter of people: who did what, who attended which event r paid for what course, and use that info for future marketing? I was thinking about trying to create a…
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February's New Apps Spotlight
Check out 4 new apps featured in this month's App Spotlight. * Demodesk - allows you to connect Pipedrive with 30+ other services for free. Apiway is a free alternative to Zapier. * Kara.ai - an appointment scheduling CRM that helps you create appointment with your prospects. * Poptin - allows you to convert website…
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Is there some way to revert an update that occurred?
The PieSync API did a crazy update last Friday changing all owners for our organizations. is there a way to somehow undo all those inside of Pipedrive. They are all marked in the Update column as being done by the API.
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Embed Pipedrive into another cloudbased system.
Hi, there is no problem to embed the URL: https://www.pipedrive.com/ I would like to Embed "https://companyname.pipedrive.com/organization/<company-id>" That content gets declined by pipedrive, is there any workaround or any other "www "that could be set-up for this to work? "note" <company-id> is added with 1234 based on…
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Best Quotation App for Pipedrive
Best Quotation App for Pipedrive
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option_id for multiple option custom field
hi! i have a customized field with multiple options. the field is updated automatically with an Integromat automation based on an external mailing system(landing page). I want to make sure the automation does not erase past data in this field, and instead- updates it. I need the option_id of the various options in the…
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Wisepops integration - live?
Any update on when this integration will get approved?
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🔥🔥🔥 DUX-SOUP: Acelera tu crecimiento en Linked In
💛 Me animé a grabar un tutorial corto (5 min.) de una herramienta que ayuda a conocer a más personas en Linked In en el menor tiempo posible (siempre buscando generar valor a la red) 3 recomendaciones para usar esta herramienta en Linked In: ① Cuida la frecuencia y tipo de redacción que uses en tus mensajes ② Busca ofrecer…
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Is it posible to integrate a web form created in WebFlow (CMS)?
Hi guys! Sorry for my english, im italian, i am not so proud of my level! I wonder if it is posible to integrate a web form created in WebFlow (CMS) with out paying "LeadBooster Pack" which means an extra cost only for create the integration. I mean, I do not need to create the form in pipedrive, I only need that the info…
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E-Commerce Software for Pipedrive and (WordPress and/or Mailchimp)
Hello. This is my first question in the community. I have not done much research yet, so maybe some of you can offer up some input. I would like to begin offering up digital services as purchasable items in an online store. I need to decide the role that Pipedrive will play, and which e-commerce solution to go with. I use…
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Paycove moving my pipedrive deal to won?!?
I used to have it set up in paycove when an invoice was paid, it would move to the "Paid" column in my pipeline. Now it is making the deals "won." I don't want it to make the deals won automatically. Is there a way to turn that off?
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Has anyone had any success integrating prospecting services?
Looking to enrich our data and help build sequences for reaching out to prospects. Looking at prospecting.io and Apollo.io Curious if anyone's had success in this sort of setup.
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אוטומציות בין סמוב לפייפדרייב
Hi friends! I want to create automations for creating and / or updating contacts between Pipedrive and Smoove. I want either one to pull data from the other, and update fields or create new contact, if none exists. My contacts have custom fields. The main one which I am getting a headache from is the events history. I want…
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Insight Reports - Export Option?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
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Hey guys - which cloud call software do you recommend? I've been using Aircall but very disappointed
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Is anyone using an email integration that allows for sending inline playable video **from Pipedrive*
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Integration with housekeeping or cleaning software
Hi! Does anyone know if there are housekeeping or cleaning softwares that can be integrated with Pipedrive? We basically need something for housekeeping team task management and work allocation. The integration should be two-way: sending and receiving information. Thanks in advance!
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Adding products in a Deal to the Invoice
I have created a Deal with multiple Products in it. I have closed the Deal, and now want to generate the Invoice. My account is connected to QuickBooks. I was expecting that the invoice will auto-populate the Products, but that is not the case. Is there any way to auto-populate the products and amount as line items for the…
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What is the best calling app from to use from Germany / Europe?
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Email Integrations with O365
I am looking for a very simple email integration with Pipedrive for predefined Email Campaigns, automation, triggers, etc. Very simple and ideally I would like it to send the email thru our Office 365 servers vs 3rd party like mailChimp style. They are one off, small quantity so would rather not have the newsletter style…
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LOVE the Mobile Application - 1 request?
Hello Pipedrive Team! First, I want to quickly point out that I've never seen such an intuitive yet powerful CRM application! I'm extremely impressed on how well the Pipedrive application can handle so much data and continue to make access easy and quick, so thank you! I'm wondering about the current integration with…
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Contact info from web pages.
Will soon be looking to test drive some pipedrive integrations that allow for easier import of contact info from web pages. Currently only familiar with SnapADDY. What others could I check out?