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[Survey] How should the ideal integration with Whatsapp work for you?
Hi people, It's Kyrylo from TimelinesAI. We're working on providing better WA integration with PipeDrive. Before starting developing features, we decided to ask the PipeDrive community first. This way we would understand how we can simplify your everyday work with Whatsapp. The amount of interest and support has surprised…
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How do you use Pipedrive in your workflow?
Hey Pipedrive Canada Community 🇨🇦 I work at an EdTech startup and we've been using Pipedrive mostly as a CRM tool to-date. I'm currently looking at ways to use Pipedrive's ecosystem of tools to build a more robust workflow. If you're out of the build process with your sales workflow...or even right in the middle of…
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Improvement : Impossible to attach a call directly to a new contact or an offer :-)
Hello, My account managers make 70 calls a day... The calls are directly made from the caller PipeDrive. When they reach a prospect, they often get in contact true the receptionist. Ask for the manager's name and create the contact in Pipedrive after the conversation. Actually it's impossible directly from the record to…
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LeadJet
Has anyone used the LeadJet app? If so: 1. I'm wondering if LinkedIn would see this as a data 'scraping' tool? 2. Would you recommend? Thanks Suzanne
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July Apps Spotlight
Check out the 5 new apps featured in this month's App Spotlight. * AIRR - makes your pipeline transparent for your investors via a web portal and a mobile app * DocuSign - allows you to send documents by Docusign directly from your Pipedrive account * Dux-Soup - easily connects LinkedIn to Pipedrive * Leadjet - connects,…
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Frontline worker lead generation. Market place app
Is there anything in the pipedrive market place where front line field workers can add leads into pipedrive. We were contact by a company called wingmate which looks great and allow field workers to take pictures and enter leads directly to the sales guys, it also tracks incentive for the frontline workers. I would prefer…
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Does Typeform integrate with Pipedrive during a' Free Mode' free trial? I can't seem to work out ho
Does Typeform integrate with Pipedrive during a' Free Mode' free trial? I can't seem to work out how to make the Typeform app communicate with Pipedrive.
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Anyway to add the deal's label to the folder name when using Zapier to create a new folder each time
For example, I have two deal labels: "buyer" and "seller". I'd like Zapier to automatically create a folder named "Buyer - John Doe" or "Seller - Jane Smith" whenever the deal is added to pipedrive. -- I don't see an option to use the actual text of the label in the available fields when creating the rule... I see only…
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Tracking company history of Pipe Drive contacts
Is there a plug-in I can add wherein I can run reports or get alerts on all of the contacts I have in PD that sometime in the past worked at a company (the sort of work history found on Linked In) where I have other contacts in Pipe Drive that currently work at that company? It would also be nice to filter when these…
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Send PD filtered list to email
Hi, I have a particular filtered list in PD from which I would like to send the XLX file to email once per day. Likely this is not possible with PD but would Zapier be able to do this?
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Syncing Appointments To More Than One Google Calendar
Hey everyone, I was wondering if anyone had any suggestions or solutions for me. Our company has a custom user field in our "Add Deal" section called Estimator, and in this field we select which estimator will be going to the appointment booked and pricing out the job. I'm wondering if anyone knows of a solution for having…
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Quais outros sistema de integração além do zapier vocês usam?
Quais outros sistema de integração além do zapier vocês usam?
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Automated Lead Generation Tool Integrated With Pipedrive
Hi guys, after some positive early feedback, I am about to jump to the prototype phase and build a Lead generation tool with integration to Pipedrive (of course with a special deal for early consumers) 😃😃 I'll be happy to inform you about the progress in case you are interested http://prospectrole.com <-- Sign ups here But…
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Pandadoc Integration Issues
Hello, I have followed the set up guide for Pandadoc Integration in Pipedrive but I don't collect in my Pandadoc document the data I've seized in Pipedrive ? Collaborators with same environment and integration don't have this issue. Does anyone have an idea ? Regards, Philippe
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My first Pipedrive App.
Im trying to create my first App and I have several questions: * How can I create settings page for my App? like for example slack application has. * I never seen my application under the integrations section after installation.
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My first Pipedrive App.
Im trying to create my first App and I have several questions: * How can I create settings page for my App? like for example slack application has. * I never seen my application under the integrations section after installation.
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HI!
I am thinking in developing a reporting tool that Integrates with Pipedrive
So you can answer qu
HI! I am thinking in developing a reporting tool that Integrates with Pipedrive So you can answer questions like: - What is the conversion rate per Sales Rep per month this year? - What is the conversion rate per pipeline stage? - Per Acquisition Source? -Leads created per week opened by X - etc Would you be interested in…
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Leads: Phone App
Can you access the new Leads tab on the phone app?
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Would a Pipedrive + Elementor integration be helpful to you?
Would a Pipedrive + Elementor integration be helpful to you?
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Hey 👋 Any Reply.io users here? How to keep track in Pipedrive of which prospects have received which
Hey 👋 Any Reply.io users here? How to keep track in Pipedrive of which prospects have received which campaign (assuming that one prospect can receive several campaigns)?
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QuickBooks Integrations - What are you using?
I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting. I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else? I’ve…
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Partnership Opportunity: Official WhatsApp Business API for Pipedrive
Hi Pipedrive lovers! We are an official WhatsApp Business API provider and would love to explore the opportunity to work with Pipedrive partners to create a solutions for your clients on their WhatsApp Business Accounts. Please let us know by leaving your emails below or contact us at hello@sanuker.com. cheers~
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Who else uses the Messager/Inbox feature within your social media profile to have regular communicat
Who else uses the Messager/Inbox feature within your social media profile to have regular communication with leads/customers? Have you found a way to connect those interactions into Pipedrive? (Note: I know there is a Zapier ability to connect messager interactions from a Facebook Page, but what about your personal profile…
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Integration with Elementor
PipeDrivers! Would an integration with Elementor site builder be useful? What do you think?
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Deal Numbers
Hi - How do you shorten the automated deal numbers on Pipedrive as we need to integrate it to another system we use? Appreciate the help! Thank you.
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Mileage Tracking?
is there any Mileage Tracking integration allowed like Mileage IQ, or do you have a mileage tracker or summary report available for a sales repr to use for expense reporting?
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When working with Trello as Project Management software after the sale is complete, you can have Tre
When working with Trello as Project Management software after the sale is complete, you can have Trello linked to Pipedrive to create a card at a certain stage or event in Pipedrive. That's all good, but the information that is on the new trello card is very limited. Wouldn't it be nice to have you uploaded files and notes…