Apps and Integrations

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…
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…
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…
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
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,…
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…
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.
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…
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…
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?
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…
Quais outros sistema de integração além do zapier vocês usam?
Quais outros sistema de integração além do zapier vocês usam?
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…
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
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.
Would a Pipedrive + Elementor integration be helpful to you?
Would a Pipedrive + Elementor integration be helpful to you?
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)?
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…
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~
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…
Integration with Elementor
PipeDrivers! Would an integration with Elementor site builder be useful? What do you think?
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.
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?
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…
How go get leads from Landing pages to Pipedrive? I used Zapier but lead names, phone numbers & othe
How go get leads from Landing pages to Pipedrive? I used Zapier but lead names, phone numbers & other things didn't come across. Does anyone have a better solution?
Append to custom field using automation/workflow
Does anyone know how I can append data from a Deal custom field to a Person and Org company fields using a workflow or automation process? I have the same custom field across Deal, Person and Org records and when a new Deal is created and the custom field updated, I want the value(s) to append to the Person and Org record…
Verizon One Talk App/Pipedrive Call Logging
I'm considering using virtual phone numbers for my sales team in the future. However, I would still like the team to be able to log phone calls in Pipedrive through the carrier's virtual number app. I understand that this is not possible today, but wonder about the viability of a work around or future solution?

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