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Pipedrive and Microsoft Teams Meeting link
Hi! I'm using Teams for video meeting with clients. I'm using Pipedrive to schedule meeting: often my client book a slot using my pipedrive schedule function. Is is possible to create a Teams Meeting when someone book ad appointment with me using Pipedrive Schedule and send the Teams Meeting link? Any ideas? Thaks!
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App for automatically documenting Linkedin acivities in Pipedrive
Hello! Does anyone know an apps which does "really" connect Linkedin and Pipedrive? I found various apps which could import contacts. But I would like an app which also automatically documents my acitivies on Linkedin in Pipedrive (e.g. when I messaged someone who is both contacts). Does anyone know such an app? Thanks in…
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Tapahtumiin ja webinaareihin ilmoittautuneet suoraan Pipedriveen
Me kaipaisimme tätä ja jos tekin kaipaisitte niin, Eventilla nimellä löytyy nyt Marketplacesta integraatio jonka avulla tapahtumiin ilmoittautuneet, heidän osallistumis-status ja ennakkoon valitut ilmoittautumislomake kenttien tiedot siirtyvät suoraan Pipedriveen. Ennakkoon tunnetut henkilöt saavat merkinnän, uudet…
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March's New Apps Spotlight!
Check out 5 new apps featured in this month's App Spotlight. * LabelCall - Highlight your brand with a personalized approach and make your clients feel welcome. Provide an individual experience for your customers. * LinkPort - Import LinkedIn contacts to Pipedrive in a click. Save hours from manually copy-pasting contacts.…
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what is the best call center app that integrates with PD ?
We are in between JustCall and CloudTalk, anybody have any experience with either? Thoughts, comments?
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Data Validation by Stage
Hi All, Does anyone know if it's possible / how to implement field data validation based on a deal moving to a specific stage of a pipeline. For example, if I add a custom person field to an organisation, how could I ensure that the email address for that custom person object is populated when it moves to a specific stage.…
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Privacy Policy Forms Check Box and Mailigen Integration
Because of current EU data privacy laws, your web forms MUST have a privacy policy check box option in them, otherwise no EU clients can really legally use them. Much less want to pay for as an extra service? This is really frustrating because it forces us to custom build this with a 3rd party forms plugin in order to be…
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Integrations with Clover
I have a client who has a online e-commerce store that is linked to Clover for payment processing. The website will not export customer data. Clover allows some exporting, but it is not great. Has anyone found a way to integrate customer data from Clover into Pipedrive?
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Anyone using FluentForms? Or posting from a non integrated Form application?I'm just getting famili
Anyone using FluentForms? Or posting from a non integrated Form application?I'm just getting familiar with Pipedrive, and I'm using FluentForms on my site. I'd like to submit the new leads and their coorisponding collected data into Pipedrive. It looks like there are a few integration options, primarily Zapier, but also I…
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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.