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Google Calendar automation
Is there a Google Calendar integration that recognizes a meeting being scheduled and automatically does something? (e.g., sees that a meeting was scheduled and moves the deal in the pipeline)
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Open API
I'm looking to integrate Dialpad with my Pipedrive account for calling and sms features. Has anyone else used Dialpad? Secondly, does Pipedrive have an open API as that was the only requirement for integration. I'm not technically inclined so it's all new to me
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Dialpad Voip Phone Integration
Request: Integration with Dialpad phone service to sync voicemails, texts, call recordings to relevant contact records within Pipedrive.
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Address separation
Hi, I'm looking for a way to seperate an adress, so Street, postal code, city is not together and so they are in seperate fields for example in "Company" or "Person" field. Can someone tell me how to do this, I need it for a Zapier integration - maybe someone knows a way to seperate it in Pipedrive or better with Zapier -…
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How do I populate a LinkedIn profile field in Contacts or Leads within Pipedrive?
I've added a set of leads using Prospector. I also added 1 lead using Surfe. How do I populate a LinkedIn profile field in Contacts or Leads within Pipedrive?
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Why no boolean (yes/no or single checkbox) custom field type?
I'm working on integrating with a marketing automation system. In the marketing automation platforrm, there's a boolean field called "Marketing Suspended" which, when true/yes/checked, means that the person stops getting all marketing. I wanted to put a custom field on the person record in Pipedrive, but my only option is…
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API Endpoints for SmartDocs
I'm working with a client that also has a M365 environment. I've created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com next step is that ALL documents related to that customer are stored in that specific Client Environment and when a customer signs a document…
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Merged duplicate organizations automatically
When transferring contacts from LinkedIn using tools like Surfe, duplicate organizations are created. I know they can be merged manually, but why isn't this done automatically?
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Transitioning from Pipedrive Campaigns to Mailchimp
Hi everyone, Due to ongoing issues with Pipedrive Campaigns, we are planning to switch our email marketing to Mailchimp. Has anyone here made this transition before? We're finding it challenging to transfer our Pipedrive filters to a Mailchimp audience seamlessly. Has anyone successfully managed to get this working? Any…
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Need Consultant - new user - also interface with ConstructConnect
We are a manufacturer that sell through distributers and get leads through ConstructConnect or other lead sources. New to Pipe drive and setting it up.
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Integration to convert quotes into invoices?
My sales team is currently switching back and forth between Pipedrive and another app to actually create the quote and collect a deposit. We take 50% upfront and the other app allows us to convert that approved quote into an invoice, which automatically takes off the deposit fom the final invoice. Is there any sort of…
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Custom Fields (Org & Person) In Zapier
How do I get Custom Field information for Organizations and People out of Pipedrive and into Zapier. The Pipedrive-Zapier integration does not look to these Custom Fields. So I need to use the API. But it is not clear how to do this. Does someone have experience with this that could help me out?
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Business Value Calculator with API
Hi there, I want to program a business value calculator that creates a new lead in Pipedrive via API by entering the gathered information into the Lead Tab of Pipedrive. Now there is a lot of miscellaneous information about how to achieve that. However, when I execute a test node.js file, it always tells me that OAuth 2…
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Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
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Can we use Pipedrive to manage customer support tickets too?
Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, customer data is centralized and updated.
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Function: printing labels
Buenos días, El año pasado y el anterior pregunté si podemos tener esta función en Pipedrive. Por aquel entonces, me contestaron que no existía de momento esa función. Les escribo de nuevo por si la hubieran implementado este año, ya que para nosotros sería una herramienta o función muy necesaria para nuestro trabajo.…
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Smartsheet to Pipedrive and also can use zapier
I'm looking for a way to automatically transfer new row data from Smartsheet to Pipedrive in order to send out specific campaigns to individual contacts. Each contact in Pipedrive has a unique ID and organization number. We want to reference these numbers in Smartsheet, so when the data is transferred to Pipedrive, we'll…
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Revenue forecast for tiered royalty model
Hi everybody! I’d like to input the following for each deal: - Royalty prices depending on volume steps - Yearly projected production numbers —> Then it should automatically calculate the revenue projection for the coming years. Example royalty scheme (volume steps): 1-100k production volume: 5€ 100k-200k production…
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Pipedrive LABEL value not visible in ZAPIER.COM
Hello, I’m building a link between PipeDrive and ActiveCampaign, using Zapier.com. The chosen Label values for a contact person, as well as for a company are not visible in Zapier. Does anyone have a solution for this? Thanks! Michel
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New: JustCall integration for Android
Hello pipedrivers! The Pipedrive mobile app for Android now offers a new option to call your contacts using JustCall! As long as JustCall is installed on your Android device, you can set it up as a caller option in the Pipedrive mobile app settings. Then, JustCall will be available to make and log calls. This update is…
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Ability to change person associated for a call log
In the person's page, call logs are automatically entered because of our phone integration. However, there seems to be no way to modify to whom the call is associated with. If an organisation has multiple people, that all call you from the company's main phone number, the call logs get associated to anyone of the people,…
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Sending a WhatsApp message in a automation
Hi, Does anyone know if it's possible to send a WhatsApp message (via Twilio) through an automation? I have an automation set up to send 2 follow up emails if contact in a Deal doesn't book a call. I'd like the third follow up to be a WhatsApp message but can't see this as an option. Thanks!
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JustCall SMS Automations
Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
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Did pipedrive changed recently its SAML integration?
Hello We are an IDP vendor with support for pipedrive for a while, and recently we see that our SAML Response is not accepted anymore by pipedrive Is there any change in the SAML requirement? The KB is empty on any technical informations regarding the SAML Response requirements.
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Xero sunsetting
Why is Pipedrive ending it's Xero integration? Why is it giving such short notice? They are offering an alternative to link to Xero called "Make", another third party risk for your data. It has been an integral part of Pipedrive for me, and I am really quite annoyed at the way it can just be withdrawn without an apology.
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Any suggestions for the best SMS/MMS/Call integration with PipeDrive for an Australian business?
Hi team, My clients want to integrate SMS/MMS/Calls within PipeDrive itself. The provider would need to allow for MMS within Australia (some don't). SMS/MMS: A chat interface within PipeDrive to see conversational threads with customers that include the SMS/MMS history in one place. or, an external interface that handles…
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Outcome for Phone calls
Hello, since we use an integration to log calls directly in pipedrive, it would be really cool to log the outcome of the call, i.e. → picked up → picked up, gatekeeper → mailbox → didn't pick up I think also with meetings it would be nice to change them to "no show", but for phone calls it would be a really basic and…
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Non-standard data fields in Power Automate
I have created a few automations in Power Automate which integrate with Pipedrive. I am finding the only dynamic fields available are the standard ones that are originally there on Pipedrive, not the data fields that our team added to our Pipedrive afterwards. Is there anyway to make Power Automate capable of pulling these…
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Store user phone number in user profile and create token for user Phone Number
My organization passes PipeDrive tokens to PandaDoc templates to generate sales proposals. Every time we create a proposal, we have to manually enter my phone number on the cover page. I should have the option of storing my phone number in my PipeDrive user profile. The value of that entry should be a token like…
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How to automate actions for people who click on a campaign
Hi everybody, I found a way to make it possible with Pipedrive and Make. Step 1 : Create a Pipedrive Filter with thoose parameters *Why "yesterday" ? Because in Make, you have no other way to catch people in the scenario. Step 2 : (Create a Make account first) Create a new scenario in Make.com Create the trigger (wich is…