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7 Pipedrive automation hacks that will enhance your sales pipeline
Learn how to create a bunch of cool growth tactics in Pipedrive: * Generate leads with outbound and inbound marketing * React with the rocket speed when new leads come on * Automate follow-ups for leads who didn't show up for your call or demo * Make notes on calls automatically * Created invoices on autopilot * Convert…
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What is an inexpensive reporting add on for Pipedrive in the Pipedrive Marketplace?
What is an inexpensive reporting add on for Pipedrive in the Pipedrive Marketplace?
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Awesome Lead generation tools that work well with Pipedrive!
Hello Pipedrivers, Pipedrive is one heck of a CRM!! We just love using it at Klenty. For one, it is super easy to use and has powerful features that makes salespeople unstoppable. Two, it integrates with a full-blown ecosystem of tools that work seamlessly to add more leads to the top of your sales funnel and drive growth.…
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Intercom is one of the most popular messaging platforms to connect people to potential customers. Hi
If you're curious about how exactly their integration works, try tagging @Max K in your questions.
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Sharing strategy
After few weeks I setup my new schema that aim to: * generate lead * nurturing lead and customers * be reachable (either for leads and customers) I want to share it with you: feedbacks are welcome!
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Default activity length for sync to google calendar so time is made unavailable to scheduling app (e
It would be very helpful to set a default activity time length so when it syncs to my google calendar, it gives the calendar event a default length of time, say 30 minutes (rather than zero length of time now), so that it can be picked up as time that is unavailable by a scheduling app (Calendly) - at zero length it's not…
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Microsoft Flow name has changed.
Hello to everyone Microsoft Flow name has changed. New name "Power Automate" Microsoft will now write "Power Automate" in its articles
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E-Mail workflow improvement extension
Hi, we'd like to extend the pipedrive email functionality (add a note to an email, add a flag to an email). I cant seem to hook into the EMail via API, is that true? Any chance of eitehr getting native flagging/commenting, or a few API endpoints to add a custom panel? regards Alex
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Which are the best softwares (more or less in the PipeDrive price range) within the following catego
Which are the best softwares (more or less in the PipeDrive price range) within the following categories, to integrate them with PipeDrive? (1- Customer Service Desk / 2- Project Management / 3- Billing & Accounting). Our company is considering changing to an all-in-one software, including the CRM software, but I love…
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The most in-depth Pipedrive automation & growth hacking guide!
I love Pipedrive ❤️ So I decided to write in-depth (even the most in-depth) guide on Pipedrive growth hacks & automation tips: (I'm 100% sure you'll find something new that will 🤯) So here is what we've covered: * Generate leads with outbound and inbound marketing 😎 * React with the rocket speed on new leads 🚀 * Automate…
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Pipedrive & Zendesk
Does anyone have experience in using Pipedrive and the Zendesk suite? Zendesk Chat - creating deals straight into Pipedrive Zendesk Support - Sending details of our clients into the Support team
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How to track campaigns in PD
Hi, I am looking for solutions how to track campaigns. I really like group emails from PD - I set the case: So far I have organisation labeled as customer, etc. - I want to send all of my customers some new study or some limited offer for some consulting service: what I do: I filter persons based on criteria, create custom…
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Want to Hire Developers Specifically?
We actually have another Community specifically for developers so if you're looking to hire someone to build an application, process, etc for you. This might be the best option for you
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Pipedrive integration/setup success story
Hey everybody, in our new case study you can learn how we helped one of pickSaaS customers - Diesel Sales integrate their Pipedrive system with lead generating websites they're using in their business by: -> Connecting the customer with a dedicated support person -> A ticketing system, solving customer queries in 1h-24h…
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Problem sync Pipedrive -> Mailigen
I'm testing integrations, and I noticed that when I update fields on Pipedrive (such as First Name and Last Name) they don't sync in Mailigen List. Has someone same issue? Thanks!
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I am getting this SAML error No IDPSSODescriptor found in metadata for protocol urn:oasis:names:tc:
I am getting this SAML error No IDPSSODescriptor found in metadata for protocol urn:oasis:names:tc:SAML:2.0:protocol . Has anyone seen this. Here is the full error "We were unable to create identity provider: No IDPSSODescriptor found in metadata for protocol urn:oasis:names:tc:SAML:2.0:protocol and entity id…
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Chatbots
Any thoughts? Looking at Livechat - Userlike and others. Really keen for chatbot and also facebook messenger integration (whatsapp not as important in Aus, Instagram could have its benefits).
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What Pipedrive data do you need to import or export most often?
What Pipedrive data do you need to import or export most often?
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Outplay has gained a lot of buzz since joining our Marketplace late last year. Checkout a video on h
https://www.youtube.com/watch?v=B4zz1Aa3lAU Have questions? Tag @Laxman , @Vamsi Chaitanya , or @RamakoteswarRao Papineni
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Addresses Formats in Custom Fields for sending postal mail via mail merge
I have set up a custom field called POSTAL ADDRESS this would be used to send postage mail to contacts in Australia (via a 3rd party app yet to be discovered or built) I'm currently using using the address field which autocompletes from google maps the current issue is by using the pipedrive address custom field it: (a)…
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Hello everyone! Im having problems to connect emails and contacts on pipedrive. For example, when i
Hello everyone! Im having problems to connect emails and contacts on pipedrive. For example, when i send an email to john doe and he is a contact but not linked to a business, the email is attached to a aleatory business. How do I solve this? best!
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I created a tool that integrates with FB business API to generate lists of businesses + automate col
I've been using Pipedrive for well over a year now and love it. I partnered up with my brother to create a pretty useful tool (at least for B2B peeps). It keeps my appointment booker busy and gets me a good amount of sales calls. Would love to know if anyone would be interested in trying it out for free so I can get some…
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Building interactive Dashboard for free using Pipedrive data
Are there any B2B platforms you guys are using to visualize Pipedrive data? If you want to visualize your Pipedrive data, check out my guide to build your whole data analytics stack out of it here. Build Dashboard from Pipedrive data
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Google Email + Calendar sync
I really would like to switch over from our existing CRM (close) to Pipedrive. The way we are used to work with the Google email + calendar sync is this: * whenever an email is sent or received in Google and matches a contact's email address, it is automatically synchronized with the CRM and assigned to that contact in the…
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We are new to Pipedrive, and like it so far. We are looking for a solution for sending bulk, custom
We are new to Pipedrive, and like it so far. We are looking for a solution for sending bulk, customized SMS messages and dropping bulk RVMs. Does anyone have any suggestions?
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Calling using Windows 10 App: Your Telephone
Hello All! I am trying to call using the Windows 10 App: Your Telephone. It works, but it doesn´t allow to introduce any records in the Pipedrive system, so I have to manually introduce the activity Call, time, etc... Having a look in the video demos, I can see that notes can be taken, etc, etc. I am just wondering if I…
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What are peoples favourite communications platforms for email, chat, phone, sms etc? Some favourites
What are peoples favourite communications platforms for email, chat, phone, sms etc? Some favourites we've seen, Aircall, Intercom, Drift, Mailchimp, Talkdesk, Front, Twilio..