Apps and Integrations

I need assistance with email management, automations.
Small business brokerage/real estate firm needs a little PD assistance! Looking for an outsource. 1. I've synced with my gmail, (over 25,000 emails) I need to get organized and some email management methods 2. Our process is a few simple steps, need to set up automations. 3. If possible we need to interact with…
Webmerge Integration for Invoice Document
I am attempting to create a webmerge between pipedrive and Formstack Documents for an invoice document. I would like to have a table that list the Product, Qty, Price, Sum, and Notes. I am having difficulty because of the way Pipedrive passes the data. Instead of passing like above for multiple products it passes data like…
Watch now: Let's talk about "Virtual Sales" - LIVE WEBINAR - (28 May) at 3pm BST
"Virtual Sales". Mother nature accelerated our adoption of contactless interactions. Join our interactive live discussion with Daniel Disney (The Daily Sales) and Max Altschuler (Sales Hacker) where they share their thoughts on a digital-first approach, and answer any questions.…
Sheets and Zapier
I would like to create a 2 Zap where: 1 - Business created> Create a folder with the business name >> copy a spreadsheet from the root folder, update the name to the business name and move to the folder created previously I can do anything but move the copied file to the new folder Another 2 - This spreadsheet has a…
Is there any guidance on the steps required to configure Exchange Online integration for Pipedrive ?
Is there any guidance on the steps required to configure Exchange Online integration for Pipedrive ?
Possible to use Mixmax for email targeting by custom Contact tags / segments?
I'm looking to improve our company's ability to target Pipedrive contacts based on the segments we've identified (such as SQL, MQL, Customer, Evangelist, etc.). How are folks using the Mixmax integration to achieve this? Any suggestions?
Best integration for Surveys/Webforms
Best marketplace app or integration for converting webforms/surveys to deals in PD?? many do not correctly transcribe the data being entered into the deal like the company name. Closest I've gotten is a Zoho form to a deal but it was missing the organization and had some random person under the contact... But the deal name…
What integrated App may I use to implement NPS?
What integrated App may I use to implement NPS?
What tools are you using for NPS and how it integrates with Pipedrive? Thanks!
Zapier - Updated Person / Find Person & Custom Fields
I'm trying to make a zap that updates another system when a contact us updated in Pipedrive. A crucial component is grabbing data from the custom field on the person. Is this possible? I don't seem to be getting my custom field via Zapier.
Klenty to pipedrive automation
This is my case scenario - we want to run a huge global campaign - our contacts are in google sheet I would like to set a cadence and when someone replies, pipedrive would create: - ideally lead (but this is not possible yet I guess) - person and related deal to it I know, there is a possibility to do it via zapier - there…
"HIdden" field I can borrow in Activities?
The Pipedrive Outlook calendar integration lacks a bit for our user's needs. For example, items are added into Outlook as UTC time, there isn't a default 15 minute reminder for them, not enough body, description, and activity type data appears in the Outlook item, etc. So I am using the Pipedrive API along with the…
What are the best addons?
What addons can you not live without? Right now I have it integrated with JustCall, Google Calendar and gmail. This gives me an amazing system. But what other addons should I know about that will change my life?
SMS Templates
Hello I hope everyone reading this is staying healthy. I utilize the email templates and it is a great feature. Are SMS templates possible? If so how? Thank you.
Using Zapier to add products
When adding a deal to a Pipeline via Zapier, I notice there is no way to add a product in the Zap. There is a way to add another step in the Zap, but that creates a NEW product and there is no way to access your product list. NOT a very good use of the Product feature in an automated way.
Any plans on 3CX - Pipedrive integration?
Any plans on 3CX - Pipedrive integration?
Salesmsg questions?
Tag @Chris Brisson for anything Salesmsg related.
May's New Apps
This month we highlight 4 new apps added to the marketplace. Read more about them here * Channels * EasyCSV * Flatly * WeMapSales
What can WeMapSales do for you: more about Geo-visualization and Geo-analytics on Pipedrive!
Hi Community, We launched our App, WeMapSales, on May13th. Since then we have seen interest in our App, views of our YouTube videos and interaction with our Social Media. More importantly we got requests and questions about the App and its functionality. Here is the first of a series of “What can WeMapSales do for you”…
What can WeMapSales do for you: more about Geo-visualization and Geo-analytics on Pipedrive!
Hi Community, We launched our App, WeMapSales, on May13th. Since then we have seen interest in our App, views of our YouTube videos and interaction with our Social Media. More importantly we got requests and questions about the App and its functionality. Here is the first of a series of “What can WeMapSales do for you”…
Pipedrive synch help
I'm looking for a PD expert who can help us refine our system; primarily the way leads are ported via Zapier from our website and "Leads To Sales" (a system that captures our phone leads) into PD. I'd like to auto-populate fields from these sources and reduce my manual inputs. Also perhaps some tips on how to streamline my…
Hi Team, I am trying to call get all organizations via mule (passing start and api_token param) but
Hi Team, I am trying to call get all organizations via mule (passing start and api_token param) but I am getting error: HTTP GET on resource 'https://api.pipedrive.com:443/v1/organizations' failed: unauthorized (401), It works fine when called from rest client/browser. Anything else I need to pass as parameter or something…
Meet by Ringover
Hi Pipedrive community! Ringover has launched a new video conference and screen share tool - Meet by Ringover last week! The tool is free to use, open, secure and 100% GDPR compliant. Feel free to check it out for your next team or client video meeting https://www.ringover.com/en/videoconference We also offer audio…
When can we expect Microsoft Teams to become a first-class integration like Slack?
When can we expect Microsoft Teams to become a first-class integration like Slack?
Geo-visualization and geo-analytics available for Pipedrive, for the first-time!
Hi Community, WeMapSales brings geo-visualization and analytics to Pipedrive! You will be able to visualize your data and activities on a map; geo-analyze it; automatically create and manage territories in a map-based interface; and much more. WeMapSales has integrated four geographic visualization and analytics tools into…
Is there a texting option?
Auto Responders
Hey Pipedrivers, I have prospect email inquiries coming from our website auto synched with a Pipedrive email address. Is there a way to set up an auto responder so that the prospect gets an immediate email telling them we'll get back to them shortly? I thought I saw this before but now I can't figure out how to find? Can…
Pipedrive review/overview
A few months ago, we published Pipedrive review here at pickSaaS, thought it would be worth sharing here as well as a good starting guide for new Pipedrive users, happy Pipedrive'ing! https://medium.com/picksaas/pipedrive-review-crm-built-for-salespeople-by-salespeople-f0c4c0536d9f
Most Advanced email automation workflows specifically for Pipedrivers
Hello Pipedrivers, When you’re looking for an email automation tool that integrates smoothly with Pipedrive, you should definitely expect to work with a few automated workflows. If you ask me if creating email automation workflows are a watershed in the way you work with Pipedrive? My friends - the answer is - HELL YES!!…

Apps and Integrations

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