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ProCountor integrointi
Tietääkö kukaan onko Pipedriveen olemassa jo toteutettua laskutus integrointia ProCountor taloushallinnon ohjelmaan? Tämä poistaisi yhden työvaiheen laskutuksessa, mikäli kaikki tiedot ovat Pipessä oikein ja ne saataisiin siirrettyä automaattiseesti / napin painalluksella ProCountoriin.…
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Duplicates created upon any email sent out of gmail
Hi there! I have new duplicates of contacts already in the system created daily. I believe this happens with any email address that comes into my gmail. So anytime one of my Contacts from Pipedrive sends me an email. Any incoming call I have from Cloudtalk also creates a new contact. I would like to stop both of these…
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Direct Upload of files to Google Drive:
I need urgently to be able to upload client files directly to Google Drive. It seems that I have to download the files first and then upload to G-Drive or am I missing something? I want to activate Zapier to upload from PD to G-D when a deal gets to a certain stage, EG "Completed" Any thoughts here?
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💸 Different sales sequences based on team sizes (69% opens) 👨👦👦
Hey Pipedrivers, another week, another experiment. This time with the size of Organizations 🏦. We decided to divide our existing sequence into two segments 1. Companies with <200 employee count 2. Companies with >200 employee count and then we ran these sequences. Here are the stats : For the sequence targetting companies…
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Videomeeiting: which platform do you mainly use?
Videomeeiting: which platform do you mainly use?
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Contacts syncing to MS Office365 or MacOS Mail for application for non-Pipedrive users in the compan
Our startup enterprise has a small number of Pipedrive users, while also the product and production teams want access to the "address book" within Pipedrive. Instead of adding a large number of users to Pipedrive, it would be more beneficial to be able to sync the Contacts to the other users for use in emails (most…
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Looking for help with Integromat
Good day, We are Pipedrive resellers. We use both Integromat and Zapier to good effect. I am looking for a contractor with particular expertise in Integromat who can take on occasional mandates. Most of the mandates would involve Pipedrive at one end or the other. Most mandates involve parsing & sending triggered email…
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How can I share with an external persoon a Pipedrive Deals page without giving access to all the res
Thank you for your comments and help KR Vincent Cuypers CEO WinPeo
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Google Sheets / Pipedrive connection
Hey ! Does anyone know if we can connect data we've got in Google Sheets in a deal ? Use case : My sales reporting is in Google Sheets and i want to connect "Quantity of products" of a specific deal to that reporting so my sales are linked to the deal. Thanks again for your help
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We've been adding usability improvements recently. Here are a few select updates from this month:
* Quick add button for adding new contacts, orgs, and Users * Updated real time email reporting widget to show bounce and unsubcribes live * Campaign loading performance for very large campaigns has been improved * We've added a dynamic term field that shows time relative to an appointment start so you can prep people in…
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As a pipedrive partner who does integrations and setups for pipedrive and all the tools that connect
As a pipedrive partner who does integrations and setups for pipedrive and all the tools that connect to it, I'm always looking to expand my client experience part of the business. I sell annual memberships to this service, and am wondering what you might want to hear from me when it comes to my drip communications.
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'live chat' function in Leadbooster?
Is there any plans to allow a 'live chat' function to Leadbooster? Bots are great, but humans are better.
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Deal URL as Dynamic Content in Microsoft Automate
Is there the ability to have the deal "original URL" show up in the as a dynamic content field? https://us.flow.microsoft.com/en-us/galleries/public/templates/af1f5cf1977946f1a8e6c95e3a6758ea/add-a-microsoft-to-do-business-when-a-new-activity-is-added-in-pipedrive/
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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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Klenty integration
Is there a way, how to do more advanced logic integration with Klenty? For example - I need, that only specific cadences - or any other criteria - will trigger some automation to pipedrive
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Ask Me Anything Vol. 2 w/ Dan Murphy & Tim Berman
Register here Live Broadcast Monday, July 20th, 5PM GMT/1PM EST Who: Founder of RouterJet & co-creator of the FB Pipedrive group, @Dan Murphy and Innovation Manager at Constellation Software & co-creator of the FB Pipedrive group, @Tim Berman Session focus: Building and Maintaining Marketing/Sales Tech Stack Got a…
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Klenty integration to pipedrive
Dear Klenty users, question for you is there a way, how to customise in integration title of the deal - not only map existed field, but maybe combination of two field - example "[Country] company"
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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…