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Problemas com a integração com conta azul
Olá, pessoal. Estou tentando integrar o pipedrive com o conta azul, mas tenho tido muitas dificuldades. A configuração inicial funcionou, criou os campos do Conta Azul no pipe, mas o Webhook aponta um erro a a integração não funciona. Alguém já passou por essa experiência? Abraço,
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Made a mistake in converting deals to leads. How to undo? Please help.
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Zoom Video Conferencing is here! 📽️
You’ve been asking for it, we’ve been working full-steam to bring it to you, and now it’s finally here! And we all know we’ve all been using Zoom more than ever, right? The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests, and log Zoom calls without ever leaving the Pipedrive app.…
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Power BI
Hi All, Has anyone here a successful story of integrating Pipedrive and Power BI? We have multiple disparate systems in our business and MS Power BI is the best way to combine their output on functional dashboards for my colleagues to get a true picture of our performance. The last piece of our Power BI jigsaw is…
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Automate Data entry / reading documents
Save time of reading documents and filling forms with this tool. 30 Seconds video: https://youtu.be/rKrG0sbPSAs Beside saving time, get rid of typing errors =) https://tultix.com/parser Hope you find it useful! #rpa #dataentry #automation #documents #images #pdf
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Como planejar e preparar seu E-Commerce para a Black Friday
https://ferramentasdorainmaker.com.br/2020/10/06/como-planejar-e-preparar-seu-e-commerce-para-a-black-friday/
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Hey everyone! Guilherme from Pipedrive research team here :).
Quick question: Do any of your custo
Hey everyone! Guilherme from Pipedrive research team here :) . Quick question: Do any of your customers sign your documents digitally?
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חיבור ווטסאפ
שלום ערב טוב, אשמח לשמוע אם הצלחתם לחבר את הפייפדרייב עם ווטסאפ, שליחת הודעות מהאינטרפייס של הדיל למספר הווטסאפ של הלקוח. תודה, ניצן
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Time Tracking Practices and / or Integrations
Hello FS people, Does anyone here time track the amount of time they spend working on clients and have they managed to integrate that into Pipedrive, either directly or by using an integration and linking time tracking to contacts or particular deals? This would be a really useful feature imo. Thanks for your answers, Paul
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What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
What Referral Program software you suggest? Do we have ANY which integrates with Pipedrive well?
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Pipedrive - JobAdder Integrations
Hi everyone. I'm trying to automate this: When a deal is at a particular stage in the pipeline, create job Order in Jobadder. Zap, celingo and Leadsbridge are all the tools I'm looking at to achieve this but they have all lead to roadblocks. Does anyone have any advice on this? Thanks in advance!
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I'm curious to see, how many people are currently using a VoIP provider. IF the answer is YES, who a
I'm curious to see, how many people are currently using a VoIP provider. IF the answer is YES, who are you currently using and are you happy with them? I want to see what other VoIP providers people are currently using.
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Can anyone help me fix my G Suite + Pipedrive Email Sync?
NEED HELP: All of my G Suite email is syncing with my Pipedrive Account. We're talking 1,500 plus emails. OOPS! Can anyone help me reset this? OR Quickly remove unnecessary email? I'd love to just start over with the Email Sync feature.
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Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal
Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal in Pipedrive > Proposal in PandaDoc > Proposal accepted in PandaDoc > Data back into Pipedrive > Send Invoice on that Deal / Proposal from Pipedrive and have that data sync automatically with Quickbooks Online.
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September's New Apps Spotlight!
Check out 5 new apps featured in this month's App Spotlight. * Enlyft - helps B2B Sales & Marketing teams find and engage the companies most likely to buy their solutions through AI & deep account intelligence data. * Glances - unifies your apps in a simplified, easy-to-use customer view that provides real-time data from…
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Pipedrive - formstack integration
Hi All. Im pulling data from pipedrive to formstack documents to create automated doecument merges. So far, all field values show correctly except the fields that have "person type". Those are showing up as numbers instead of text/string. I have made sure im using the exact same merge tags for my document mappings.Can…
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Best way to directly onboard Clients / Factfinds into Pipedrive
I'm looking for advice on how other users / Advisors fully onboard clients. Basically I am looking for the easiest and fastest way to input the data from a Factfind directly into Pipedriver. Client's personal info, their income and expenditure, assets liabilities etc. Do you use web forms or import from excel etc.?? Thanks…
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Roofer Business Setup Suggestions
Hello All, I wanted to try and get some advice/feedback for setting up my CRM for a roofing company. I love the community and I feel like throwing this out there will probably help my implementation process. Currently, I'm working on a Pipedrive setup process for a small roofing company with several unique needs (as…
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Jag tänkte göra en enkel undersökning över vilken licenstyp som är vanligast. Pipedrive har 3 olika
Jag tänkte göra en enkel undersökning över vilken licenstyp som är vanligast. Pipedrive har 3 olika licenstyper. Vilken licens som passar beror på bl.a. storlek på företag, antal säljare samt mognadsgrad. De flesta kunder jag träffar kör Advanced men det vore intressant att se hur det ser ut inom vår nya grupp. Vilken…
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Which Accounting/Invoicing Integration would you like to see Pipedrive do a Webinar/AskMeAnything se
Which Accounting/Invoicing Integration would you like to see Pipedrive do a Webinar/AskMeAnything session with?
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Hur sköter ni fakturering?
Hej alla! Hade varit kul och höra hur ni hanterar fakturering och hur automatiserad den är. Vårt bolag kör Fortnox som affärssystem. Vad jag känner till så finns ingen integration som kan hjälpa oss automatisera den. Hur gör ni?
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Are email updates in Pipedrive automatically updated in Mailchimp if connected in Settings?
Question re Settings/Integrations/Mailchimp I connected my Pipedrive to Mailchimp (free) for newsletters and other notifications. I assumed, maybe incorrectly, that as I added names and emails to my Pipedrive that it would update Mailchimp and that unsubscribes were managed on the Mailchimp side. In my latest campaign I've…
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September updates to FunnelFLARE
We've added a bunch of new features to FunnelFLARE in September. They're in detail on this post, but here's a quick summary: Send and complete on email task A super quick way to complete email tasks. Call Transcripts Not only record calls, but transcribe them too so you can view phone conversations at a glance as well as…
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Pipedrive API : How to handle Persons existence?
hi, what is the general coding paradigm for handling the existence of a Person? What is the implementation in webforms? f.e.: First Person is a backer and the second one is a musician: John Smith email: j.smith@gmail.com phone: 1234567 John Smith email: smith_john@yahoo.com address: Some Street IN, London
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Is there are way to get all synced emails through API ?
I want to extract synced emails data for each deal. How can I get this data with an API ?
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O Pipedrive consegue exportar dados, integra via API?
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What Marketing Automation software do you use?
Hi, Keen to hear from others with tips and recommendations for marketing automation software that links well with Pipedrive. We currently using ActiveCampaign and not overly delighted with it. Evaluating ActiveDemand later this week but have reservations on that. What MA apps do you use and would you recommend them? Ta,…
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Incoming SMS with Keyword (TAGS) with automated response
Hello Everyone! I've got a tough one. I'm working with a friend and trying to find a system that can integrate to Pipedrive that offers SMS in with Keyword/Tag commands. The goal is a truly integrated system but, if I have a Zapier setup, I'll be fine as well. Basically, my friend is a roofer and he currently uses…