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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…
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Dealbot messages to Slack don't show text info about deal
I am currently trying to automate a process where a note is written under a deal, it will send a message to Slack containing the information. But the activity owner, deal value and deal title show up as numbers instead of text. How do I fix this?
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Change person for call logging
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 association to anyone of the people,…
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LinkedIn integration or interface
Hi, are there any plans to have an interface/ integration between LinkedIN / Linked In Sales Navigator and Pipedrive? This really is missing.
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LinkedIn Integration
Hi Pipedrive team. I'd love to integrate my LinkedIn so that Pipedrive registers connections and messages as interaction. Is this something that is available?
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Integrate your Pipedrive CRM into Outlook, Gmail, LinkedIn, WhatsApp, and Telegram
Hey Pipedrive community! To save valuable time and avoid mistakes, you should have your Pipedrive CRM where you communicate with your customers. That's why we developed the Pipedrive integration SaySync, which provides your CRM directly next to your Outlook and Gmail emails and LinkedIn, WhatsApp, and Telegram chats. Try…
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How to add a pretty link in Slack?
When adding the following, the link in Slack doesn't display. Although, this matches the spec from Slack API. Il faut désormais : 1. Créer une nouvelle tâche Asana dans la colonne "Nouveau" du projet "<https://app.asana.com/0/1201064581720702/1204674800578112|Suivi des propulseurs>" How can I add a link with a custom text?
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Can Autotrader integrate directly into Pipedrive?
I'm unsure how to go about this. Autotrader mentioned that they've previously given their API details to other CRMs and they integrate from their end. Is it possible? Does it need a developer?
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Microsoft Teams - Private Channel
I've discovered that it is not possible to add Pipedrive Bot to a Private Channel in Microsoft Teams. Are there any plans to change this, or does anybody have a workaround without creating a brand new Teams group for specific users?
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Pipedrive integration with linkedin lead generator such as Dripify.io
Hello, we are considering an automated linkedin lead generator such as Dripify.io. Is there any experience if this integrates well with Pipedrive?
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Dropbox Integration
A native integration with Dropbox would be extremely helpful. I feel like Dropbox is the most widely used cloud storage among companies and would benefit a large number of your customers. Please consider this!
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Otter.ai
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
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What permissions do users need on the SharePoint side to access the Pipedrive ([Company]) folder?
We are creating permission groups in SharePoint for all the users that need access to the Pipedrive folder for Smart Docs. We want to keep the Pipedrive folder in our companies Internal SharePoint site, but we cannot determine what permissions the users need to see the files on the Pipedrive side. We created a read only…
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Action needed: Save your durations data
Did you also receive this email? Pipedrive is currently making changes to the product duration feature. If you've been using this feature (for example, with monthly subscriptions or multi-year contracts), you'll need to transfer your data by June 11th, otherwise, it will be lost. Pipedrive recommends two methods for this:…
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Teams Trigger showing who opened an email
I'm trying to set up a trigger to send me a Teams message whenever someone opens a tracked email. How can I do that?
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Lead placement help in automatic mode
Hello everyone, I hope someone can help me! I need to figure out how to automate some processes but at the moment it's all so complicated! My leads come from ClickFunnel (Outbound) and Calendly (Inbound) I've already created the two stages in the pipeline and downloaded Calendly and Zapier integration! but I need leads…
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Automatic meeting notes recording to the pipedrive deal
Hey friends, is there any solution that will record meeting notes like an otter.io and will add a meeting notes summary to the deal?
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What do the SyncQ fields mean?
Specifically, what action, data migration, or integration happens when I select "yes" on "SyncQ:Sync to QuickBooks"? These options appear when I first add an organization and then live on the org's profile.
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Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work. How many orders a day do you receive? At what stage do you think OCR becomes worth it?
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Sending survey through Campaign
If I buy into an integration like Survey Monkey, will I be able to format a campaign with the survey questions embedded, or will contacts have to click on a link to Survey Monkey?
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Help with creating new Google drive file
I have an issue with google drive sync with pipedrive and need some help. The bot doesn't have anything on my issue and I can't get any support. Is there a way to chat to someone online please? I have also attached a file that describes my issue with google sync. If anyone can help solve it I would be most grateful. Thanks…
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Outlook Integration
I've been using pipedrive for about 60 days and really digging into integration and automation as of late. I was surprised when I spoke with tech support in regards to an outlook integration issue. Everytime I delete an email in outlook it deletes in Pipedrive (fine by me) but it UNLINKS the conversation from my client and…
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does anyone know if / when there will be integration between Wix and Pipedrive?
does anyone know if / when there will be integration between Wix and Pipedrive?
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Outplay vs Klenty vs Another Tool?
Hi - I am looking to incorporate a Sales Engagement tool that integrates with Pipedrive for our BDR team. Our goal would be to have various cadences/campaigns going at one time along with a nurture campaign. I was curious to hear what other Pipedrive users have used and what they like/recommend
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Pipedrive + Sales Navigator - We are loosing the edge with Hubspot
Pipedrive is a great CRM for Sales with it +/- compare to Hubspot. I can deal with it in my situation. I'm using SURFE, which is great for importing directly + templates, notes, and enrichments. If we (Pipedrive users) want to sell more seamlessly, then we should be able to access Sales Navigator's insights directly in…
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Customer Portal
Pipedrive we need this before is toooo late! https://app-eu1.hubspot.com/upgrade/25462105/customer-portals
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Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…