Apps and Integrations

Smartsheet to Pipedrive and also can use zapier
I'm looking for a way to automatically transfer new row data from Smartsheet to Pipedrive in order to send out specific campaigns to individual contacts. Each contact in Pipedrive has a unique ID and organization number. We want to reference these numbers in Smartsheet, so when the data is transferred to Pipedrive, we'll…
Revenue forecast for tiered royalty model
Hi everybody! I’d like to input the following for each deal: - Royalty prices depending on volume steps - Yearly projected production numbers —> Then it should automatically calculate the revenue projection for the coming years. Example royalty scheme (volume steps): 1-100k production volume: 5€ 100k-200k production…
Pipedrive LABEL value not visible in ZAPIER.COM
Hello, I’m building a link between PipeDrive and ActiveCampaign, using Zapier.com. The chosen Label values for a contact person, as well as for a company are not visible in Zapier. Does anyone have a solution for this? Thanks! Michel
New: JustCall integration for Android
Hello pipedrivers! The Pipedrive mobile app for Android now offers a new option to call your contacts using JustCall! As long as JustCall is installed on your Android device, you can set it up as a caller option in the Pipedrive mobile app settings. Then, JustCall will be available to make and log calls. This update is…
Ability to change person associated for a call log
In the person's page, call logs are automatically entered because of our phone integration. However, there seems to be no way to modify to whom the call is associated with. If an organisation has multiple people, that all call you from the company's main phone number, the call logs get associated to anyone of the people,…
Sending a WhatsApp message in a automation
Hi, Does anyone know if it's possible to send a WhatsApp message (via Twilio) through an automation? I have an automation set up to send 2 follow up emails if contact in a Deal doesn't book a call. I'd like the third follow up to be a WhatsApp message but can't see this as an option. Thanks!
JustCall SMS Automations
Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
Did pipedrive changed recently its SAML integration?
Hello We are an IDP vendor with support for pipedrive for a while, and recently we see that our SAML Response is not accepted anymore by pipedrive Is there any change in the SAML requirement? The KB is empty on any technical informations regarding the SAML Response requirements.
Xero sunsetting
Why is Pipedrive ending it's Xero integration? Why is it giving such short notice? They are offering an alternative to link to Xero called "Make", another third party risk for your data. It has been an integral part of Pipedrive for me, and I am really quite annoyed at the way it can just be withdrawn without an apology.
Any suggestions for the best SMS/MMS/Call integration with PipeDrive for an Australian business?
Hi team, My clients want to integrate SMS/MMS/Calls within PipeDrive itself. The provider would need to allow for MMS within Australia (some don't). SMS/MMS: A chat interface within PipeDrive to see conversational threads with customers that include the SMS/MMS history in one place. or, an external interface that handles…
Outcome for Phone calls
Hello, since we use an integration to log calls directly in pipedrive, it would be really cool to log the outcome of the call, i.e. → picked up → picked up, gatekeeper → mailbox → didn't pick up I think also with meetings it would be nice to change them to "no show", but for phone calls it would be a really basic and…
Non-standard data fields in Power Automate
I have created a few automations in Power Automate which integrate with Pipedrive. I am finding the only dynamic fields available are the standard ones that are originally there on Pipedrive, not the data fields that our team added to our Pipedrive afterwards. Is there anyway to make Power Automate capable of pulling these…
Store user phone number in user profile and create token for user Phone Number
My organization passes PipeDrive tokens to PandaDoc templates to generate sales proposals. Every time we create a proposal, we have to manually enter my phone number on the cover page. I should have the option of storing my phone number in my PipeDrive user profile. The value of that entry should be a token like…
How to automate actions for people who click on a campaign
Hi everybody, I found a way to make it possible with Pipedrive and Make. Step 1 : Create a Pipedrive Filter with thoose parameters *Why "yesterday" ? Because in Make, you have no other way to catch people in the scenario. Step 2 : (Create a Make account first) Create a new scenario in Make.com Create the trigger (wich is…
Dealbot messages to Slack don't show text info about deal
I am currently trying to automate a process where a note is written under a deal, it will send a message to Slack containing the information. But the activity owner, deal value and deal title show up as numbers instead of text. How do I fix this?
Change person for call logging
In the person's page, call logs are automatically entered because of our phone integration. However, there seems to be no way to modify to whom the call is associated with. If an organisation has multiple people, that all call you from the company's main phone number, the call logs get association to anyone of the people,…
Twilio SMS and MMS integration to Pipedrive
Is there anyone here who has Twilio SMS and MMS integration to Pipedrive? Can you share what fee did you pay for upfront and what are the monthly fees that should be involved? I am a bit confused because Oapps (which is the provider of Twilio in Pipedrive's marketplace) is quoting a $25 pay-as-you-go charge that you will…
LinkedIn integration or interface
Hi, are there any plans to have an interface/ integration between LinkedIN / Linked In Sales Navigator and Pipedrive? This really is missing.
LinkedIn Integration
Hi Pipedrive team. I'd love to integrate my LinkedIn so that Pipedrive registers connections and messages as interaction. Is this something that is available?
Integrate your Pipedrive CRM into Outlook, Gmail, LinkedIn, WhatsApp, and Telegram
Hey Pipedrive community! To save valuable time and avoid mistakes, you should have your Pipedrive CRM where you communicate with your customers. That's why we developed the Pipedrive integration SaySync, which provides your CRM directly next to your Outlook and Gmail emails and LinkedIn, WhatsApp, and Telegram chats. Try…
How to add a pretty link in Slack?
When adding the following, the link in Slack doesn't display. Although, this matches the spec from Slack API. Il faut désormais : 1. Créer une nouvelle tâche Asana dans la colonne "Nouveau" du projet "<https://app.asana.com/0/1201064581720702/1204674800578112|Suivi des propulseurs>" How can I add a link with a custom text?
Can Autotrader integrate directly into Pipedrive?
I'm unsure how to go about this. Autotrader mentioned that they've previously given their API details to other CRMs and they integrate from their end. Is it possible? Does it need a developer?
Data Integrations
What integration is best if I want to populate data about an organization - i.e. automatically pick up their address, website, brief description and have it automatically filled into data fields?
Microsoft Teams - Private Channel
I've discovered that it is not possible to add Pipedrive Bot to a Private Channel in Microsoft Teams. Are there any plans to change this, or does anybody have a workaround without creating a brand new Teams group for specific users?
Pipedrive integration with linkedin lead generator such as Dripify.io
Hello, we are considering an automated linkedin lead generator such as Dripify.io. Is there any experience if this integrates well with Pipedrive?
Dropbox Integration
A native integration with Dropbox would be extremely helpful. I feel like Dropbox is the most widely used cloud storage among companies and would benefit a large number of your customers. Please consider this!
Otter.ai
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
What permissions do users need on the SharePoint side to access the Pipedrive ([Company]) folder?
We are creating permission groups in SharePoint for all the users that need access to the Pipedrive folder for Smart Docs. We want to keep the Pipedrive folder in our companies Internal SharePoint site, but we cannot determine what permissions the users need to see the files on the Pipedrive side. We created a read only…
Action needed: Save your durations data
Did you also receive this email? Pipedrive is currently making changes to the product duration feature. If you've been using this feature (for example, with monthly subscriptions or multi-year contracts), you'll need to transfer your data by June 11th, otherwise, it will be lost. Pipedrive recommends two methods for this:…
Teams Trigger showing who opened an email
I'm trying to set up a trigger to send me a Teams message whenever someone opens a tracked email. How can I do that?

Apps and Integrations

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