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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…
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What is your preferred video calling solution?
What is your preferred video calling solution?
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webvisitor feature
Good afternoon, we started testing the webvisitor feature in pipedrive. At the moment we are also subscribed to another provider of the same service. We noticed that the other provider picks up visitors that pipedrive doens't. I guess you may be interested in this feedback.Krgds
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⏰ Event alert: "Fast Forward: Selling with video in the virtual world" October 7
Hi everyone! We saw this event that we thought might be interesting for you, especially in the current circumstances we all know. Take a look. Register here The sales world is changing. Are you? Learn how to adapt your sales strategies using video to thrive in a digital-first sales landscape. Our favourite sales experts…
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Reply.io, Pipedrive, and Smart BCC
* I've set it up so a new deal is created in Pipedrive, after someone respond's to a Reply.io campaign. * I've also created a "Smart BCC" so that every response that comes in is forwarded to the pipedrive email. Why is it that when a deal is created, the email chain is not also attached to the deal automatically?
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Olá turma. Preciso de uma dica, é possível configurar um hiperlink dinâmico no template de e-mail? E
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Does outfunnel sync with pipedrive without MailChimp?
Hi I'm not a mailchimp fan. Can we use outfunnell on its own with pipedrive? Do we get the same level of integration? emails recorded and updated? We only send small amout of email messages 100-200 a week, but want to make sure it integrates with pipedrive before testing it out on workflows.
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Which software or app are you using to search for emails and phone numbers? What would you recommend
Which software or app are you using to search for emails and phone numbers? What would you recommend?
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Sync your contacts between Pipedrive and other apps via PieSync.
Hi Sarah for PieSync here! We are a happy partner of Pipedrive and we help you sync your contacts in 2-ways real time between Pipedrive and a ton of other apps like HubSpot, Mailchimp, Google Contacts, outlook, ActiveCampaigne, ... It's a very easy 3-step set up to keep your contacts clean. Let me know if you have any…