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Surveys
Is there a product that pairs with Pipedrive to collect and post surveys to multiple platforms?
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December's New Apps Spotlight!
Check out 3 new apps featured in this month's App Spotlight. * CallMate - a super affordable and simple telephony solution built for small businesses and Startups. * PayKickstart - provides subscription billing, powered with revenue retention tools and a seamless customer experience, without the technical hurdles. *…
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IT Resellers / VAR Companies using Pipedrive
I am prototyping a solution that integrates with Pipedrive to make managing deal registration and renewals easier. I wanted to collaborate or just get 15 min of feedback on what I have built thus far from a few experienced IT channel resellers who have in the trenches experience with the fun of managing deal reg and…
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For an offer, how to retrieve the details of each product?
Hi Everyone, I am taking the liberty of writing to you because I am encountering a problem. For an offer, how to retrieve the details of each product? in terms of quantity and amount because only the global result is specified there thank you for your time Nicolas
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Community Roundup - Volume 8 🗣️
Hope everyone had a great and safe weekend! As the Holidays approach, we wanted to give you another chance to soak up some learnings from our Sales Community. Check out this week's selection of top posts, and feel free to join in on the discussion! 🔥 Monitor Deal Velocity of Sales Stages 🔥 Creating an Email Automation for…
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Adding 'buttons' to the details
Hi Pipedrivers, I have a request or a question that might be something in the future to take a look at. We are building extensions on Pipedrive for example and want to use the extensions by the click of a button. Is it then possible to add a button in the 'detail section'. Now you can only create checkboxes or dynamic…
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📆 Appointments on auto-pilot for real estate!
Hi Pipedrivers, We have built an extension to use from inside Pipedrive to let you save a lot of communication time for real estate appointments and let you collect lead information. ⚡️ Create calendars for sales, rental, new-build projects out of Pipedrive when you publish a property. 📆 Collecting appointments from…
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Microsoft Teams with Scheduler Link
Hello All, Wanted to get some feedback on how everyone is using Microsoft Teams currently? I love the integration and see how to manually add a meeting through and activity but, I'd like to have a meeting link with scheduler. Is there a way to do this either native or zapier? I have a client that isn't moving away from…
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PandaDoc Proposals & eSignatures
Hello, good morning! It has been recurring in the last three days to have to install the integration of PandaDoc Proposals & eSignatures - https://marketplace.pipedrive.com/app/panda-doc-proposals-e-signatures/bde8d47250a2302c Are you aware of a problem with the PandaDoc API? Thank you for your cooperation!
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Pipedrive Form and Outfunnel Integration
Hi, Has anyone integrated Pipedrive forms on their website, and then Outfunnel for marketing automation? We are having trouble getting the Pipedrive forms to bring in the web tracking history and identify leads. Thanks for any help.
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Pipedrive - Typeform integration
Hello, doing the integration between PD and TF, I have the following questions: * If I have an 'Attachment' box on Typeform, how do I connect that to a new deal on PD so the attachment lands on PD? * There are some fields on a under a Person's profile that I have on PD but do not appear as an option to connect with a…
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Google Tag Manager: Conversion tracking of user engagement with chatwidget (offline submit/chat star
Is there a guide/ Google Tag Manager recipe on how to track user engagement with the Pipedrive chatwidget (Lead booster) via Google Tag Manager? I know that that with Livechat and Tawk.to custom events can be pushed via the datalayer when users engage with the chatwidget (such as offline submit/chat started) - see…
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Time Punch Tools in Pipedrive?
Is any one using or aware of a time punch tool for Pipedrive? If not, what is the time punch tool you use in your business? Thanks!
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Hi Pipedriver's! I'm building my teams sales techstack for 2021. What tools should I use? [Click to
Hi Pipedriver's! I'm building my teams sales techstack for 2021. What tools should I use? [Click to vote and then comment below with feedback on that matchup!]
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I get leads from my site's webchat as emails. Any way to forward them or automatically create leads
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Hello, I want to create an intake form for Pipedrive that also integrates 2 API's and 1 merchant acc
Could anybody recommend me where/how to find a developer to do so? . Thanks
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Publishing listings to Facebook & Instagram shop true Pipedrive with our Publisher.
Dear Pipedrivers, We are building a real estate extension that allows you to * Publish the property on your Facebook shop * Publish the property on your Instagram shop * Collect lead information on deal level in PIpedrive It allows you to run dynamic adds with a verry low cost. You will be generating allot more showings…
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Community Roundup - Volume 7 🗣️
Hope everyone had a restful weekend! If you are looking to get your mind running again, check out these posts from our Sales Community and join in on the most interesting discussions: 🔥 How Can You Replace A Salesperson Without Harming the Relationship With The Customer? 🔥 How To Share Deals Externally Without Sharing…
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Quickbook Invoicing: How to create an invoice in Pipedrive that aligns with products in Quickbooks?
I imported products from Quickbooks into Pipedrive Products so they match. But when I create an invoice in Pipedrive it doesn't match Products. It list as all the same products. Anyone have luck with this without paying $15 month for SyncQ? Anyone using Automate.io? @Ashutosh Cheulkar would Automate.io be able to solve…
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Wordpress Custom Forms --> Pipedrive Leads
I have custom forms on my wordpress website. Would like two things to happen: * content from form is populated in "leads" tab of the Pipedrive dashboard * All content from custom fields on form is populated (name, phone, company/org, role, etc. Right now, wordpress is linked to pipedrive using contact form 7. When we fill…
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Pandadoc integration
Hi I am trying to create a Pandadoc document that has pricing tables populated by the Products attached to the Deal in Pipedrive. I need to find a way of pointing Products to different pricing tables in the Pandadoc document based on their Category defined in Pipedrive. For example Products with Category "monthly" goes to…
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Would you like to see an integration between Pipedrive and Simpro?
Would you like to see an integration between Pipedrive and Simpro?
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Anybody else having issues with Webhooks today? They're not triggering.
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🗣️ Community Roundup - Volume 5
Another week, another selection of some of the most interesting discussions here in the Sales Community for you: 🔥 Marketing Management Tips using Pipedrive 🔥 How Do You Deal with Tough Clients on Cold Calls? ➡️ Follow the Community Roundup topic and never miss the trending discussions! ➡️ See a cool discussion we didn't…
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Skicka fakturautkast direkt från Pipedrive
I veckan fick jag en fråga från ett företag om det går att fakturera direkt från Pipedrive. Jag vet att på Pipedrive Marketplace finns en hel del appar som hanterar just detta. Kollade runt lite på kundrecensioner och många var missnöjda. Men varför inte en gång för alla utreda detta för mitt eget bolag? Resultat: Nu…
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Billomat Integration
Hello from germany, I have the idea of creating a quotation tool to automate and streamline the offer-process. Therefore, I need your expertise. My billing tool of choice is billomat, that's where all my services and items are "stored". I would like to create a Link between my website, billomat and Pipedrive - the question…
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Marketing Automation with Pipedrive integration
Hi team, We're a manufacturer based in New Zealand and use a lot of digital strategies to conduct our business worldwide. From Google and social advertising, through to content marketing, lead magnets etc etc. Our next initiatives revolve around implementing both a marketing automation platform, and an Account Based…