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Prospector- Leads-Double Company records
Hello PD, I see that Leads generated via Prospector create a double company registration. For example, I select a company in prospector in order to search for extra DMU contact details. When I want to import a new DMU it is only possible by creating a new Lead. The new Leads contains the DMU name and e-mail and is…
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People migrate between companies. Is it difficult for you to track these changes?
People migrate between companies. Is it difficult for you to track these changes?
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Who has the iPhone app? Are you able to add notes to contacts? I can open a note and type, but there
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Lead, Customer and Business Partner Marketing Solution
This will likely be too much for a single post,, but here goes! We operate in the service industry & get prospects from several sources, including: (1) Angie's List, (2) Home Advisor and (3) a Ductz website. With the exception of (3), each of these sources have had "custom" e-mail parsing and web page scraping developed to…
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Chrunchbase Integration
Hi, Does anyone in this community happen to know if Pipedrive integrates with CrunchBase? Many thanks!
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Emails
Can pipeline accept emails form a service such as drip notifications and convert that to a prospect in the software ?
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Mail trigger
Hi Guys, I'm trying to build to mail funnel with pipedrive. In some cases, e-mails get back. I need to use those e-mails (with certain content) to trigger a next step. Any idea how I can do this with pipedrive or zapier?
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Ninja Forms Wordpress to Pipedrive
Hello, Does anyone have experience with the WordPress Ninja forms to Pipedrive plugin? For some reason despite mapping the fields to pull through most of our custom deal fields are not being auto-filled from the WordPress form. E.g. customer type is on the form and linked to the deal data field 'customer type' but no…
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Do you use Zoom for video meetings with your customers?
Hello! Arseniy from Product team is here! What annoys you the most when using Pipedrive and Zoom Meetings to schedule and hold meetings with your customers?
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Do Not Call Register DNCR Washing Australian Phone Numbers
Hi guys, we have developed a phone number washing system that checks all Australian phone numbers in Pipedrive against the Do Not Call Register feel free to reach out if you or one of your clients could use this. Will be submitting through App Store soon. https://mediabooth.com.au/workflow-automation/pipedrive-crm/
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Is Prospector available to regular users?
Any thoughts of how users are finding this feature? I find the BETA version very helpful. Had a question for the Product team though! How can this feature be made available to regular users rather than just the admin to add leads?
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Job for experts/long-time users&Customizing PipeDrive
Hi guys, maybe you can advise someone who worked with PipeDrive for a long time and could help us with customizing (adding MixMax, Intergromat and other integrations) + teach us how to work with it (work tips based on experience and etc). We are open to discuss payment for helping us :)
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For those with saas business, how do you get each deal to be updated based on for ex. Profitwell or
For those with saas business, how do you get each deal to be updated based on for ex. Profitwell or Stripe? I would like to be able to track upgrades. downgrades, churn etc. of my deals
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Do the web forms on Pipedrive have a way where they can update a person information and even the dea
Do the web forms on Pipedrive have a way where they can update a person information and even the deal associated with the person without creating a new deal entirely? Personally we deal with a lot of clients and some switch companies or locations so we have to update their information pretty regularly.
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API PIPEDRIVE
Hello the community, I have made good progress on my API but I am missing an element ... indeed I can only retrieve 100 elements per page. In my software, I configure the number of elements (99) but I must also put an offset .... but I don't know what it is? You have any ideas ? PS: I want to collect the deals
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Configure Source File WebService
Hello pipedrivers, I am having a problem with a new software which could allow me to model part of the pipedrive database in order to establish reporting tables. I have a bit of configuration that does not seem incredible to me but I cannot do what I want I have this first config panel, the connection goes well but I have…
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Pipedrive Trello Powerup error?
I can't figure out why Trello is telling me that 'The user who created this board is no longer active in the current company'. I created the Trello board, with the same work email address that I use for pipedrive. Why would this be happening? Thanks
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multiples of the same people in deals being added automatically.
I am getting duplicates of people getting added to the Deals. Some up to 5 or 6 times. I have the recent Dux Soup Turbo integration but it may be my automation or such. But having multiples of the same people in deals is a huge issue. Anyone see that before?
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Catering w /Pipedrive
Does anyone utilize PipeDrive in catering/restaurants and able to find a software that integrates with the catering portion outside of the sales process of PipeDrive?
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Pull Number of completed Activities with Zapier
Hello, I use a webhook to notify Zapier when a call-activity was completed. Now I would like to use zapier to pull the number of completed calls this agent has this month and push it into Google Sheets (to visualize it in a dashboard). However I don't manage to pull the number of activities from pipedrive. Anyone an idea…
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I am looking for a way to grab the customer data (name, address contact)in pipedrive to move it to a
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send html emails and SMS based on deal field changes
Hi there, Im looking for a product that can integrate with Pipedrive. When a deal field changes, I want to use this as a trigger to send a html designed email and an SMS. Does anyone have any recommendation on a product that can do this? Thanks Lewis
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
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Pipedrive & Zoom integration
I've noticed that Zoom in the last days has a lot of discount on pro/annual subscriptions (up to 30% disconut!). I've just subscribed annual pro :-) So I hope integration with pipedrive is coming as soon as possilbe :-) If is there any beta to test, I'm here ! Bye
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Is Pipedrive & Zoom Meetings integration already working?
Hi Community! I have connected Zoom to Pipedrive as per this article (which reads "coming soon") but I was wondering if it's just me who didn't install it correctly or if the integration is not ready to use yet. Thanks in advance for your comments :) Needless to say I am really looking forward to using this integration!