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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..
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Outfunnel is the top-rated App in the PD Marketplace. How do they do it?
Check out how Outfunnel is able to manage marketing automation and more. Tag co-founders @Andrus Purde & @Markus Leming with any questions you may have.
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Paycove is one of the best options available for invoicing.
If you'd like to give it a try, but have questions, try tagging @Jeff Gluck for a comprehensive response.
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Pull Pipedrive data into Google Sheets - Tutorial
Hello Pipedrive Community, Last year, I created an add-on called API Connector for Sheets that pulls data from Pipedrive and other platforms to Google Sheets. There are now nearly 100K users, many of whom use it for Pipedrive, so I created a beginner-friendly, step-by-step tutorial for how to use API Connector with the…
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column 6 mappable field
How do i work out what the mappable field number is for column 6 in my pipeline?
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Money can be tight right now - All of these apps integrate with Pipedrive and offer a free/freemium
Find all of them here: https://marketplace.pipedrive.com/collections/free?page=1&sort=trending * Dealbot for Slack * JotForm * Automate.io * Leadfeeder * Missive * Asana * QuarterOne * SendPulse * Nvoip * Fireflies.ai * Crisp * Helpwise * Involve.me * Taliscape * CaptureFast * Weekly Update * Ciara * Pointagram * MPZMail
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Is it possible to automatically create new contacts in Pipedrive based on the details extracted from
Is it possible to automatically create new contacts in Pipedrive based on the details extracted from the emails received?
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Please enable the various account functionalities in the sandbox
Good day, Please enable in sandbox accounts the option to choose the subscription plan to use. Then we can develop and test apps with it. Otherwise we can only use the sandbox for the functionality that falls under the essential subscription.
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Import from Pipedrive to Pipedrive with settings?
Good day, I have just finished importing from our production account to a sandbox. I forgot that your import does not copy all the settings like custom fields. Please add this functionality as an option to your import tool.
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How does LeadBoxer work? Check out the video of how to integrate LeadBoxer with Pipedrive [video]
https://www.youtube.com/watch?v=wciKkmfuoWM And if you have any questions, feel free to tag @Wart Fransen
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Nicereply offers a quick way to gather feedback about customer interaction.
Check out how the Nicereply solution could help your customer relations and tag @Lenka Brozmanová with any questions you may have.
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How to setup Email Marketing with MPZMail [Video]
https://www.youtube.com/watch?v=W1EjaL_K4Zg Don't forget to tag @Dave Phillips or @Mike Way with any questions you might have.
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Ultimate Guide to Pipedrive Web Forms
Thought this might be useful folks: https://routerjet.com/blog/the-ultimate-guide-to-web-forms-for-pipedrive
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Marketplace App to track and organize marketing KPI data?
Hoping to be able to leverage this resource and see what others might have used. I am using Google Sheets right now, but I would like to see if there is another solution out there.. I am tracking very basic KPIs at the moment though.. nothing too complex. * # of emails sent * # of emails opened * email open % * # of emails…
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Has anyone had success with any video conferencing app that integrates with Pipedrive?
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Can i use Pipedrive for recurring business?
Hi all, My organisation is working with Pipedrive for quite some time now and it is working great for sales. Really easy! However, we're an organization active in servicing and have multiple touchpoints per client per year after the deal is signed. How can we keep track of complaints, an extra order, an accountmanagement…
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Did you know involve.me offers a Freemium plan?
It's true. Tag @involve.me to get yourself more familiar.
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Issues with depulicates?
Ask @Clinton Skakun how Dedupely can help with this.