Apps and Integrations

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…
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?
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?
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?
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?
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!
Otter.ai
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
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…
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:…
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?
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…
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?
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.
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?
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?
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…
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…
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?
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
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…
Customer Portal
Pipedrive we need this before is toooo late! https://app-eu1.hubspot.com/upgrade/25462105/customer-portals
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…
Track Employee Time
Hello! I am looking for a possible integration with PipeDrive that would allow us to track employee time sheets. Something that would allow our employees to clock in and clock out on specific jobs and then store that data either directly in PipeDrive or through a database service like Google Drive.
Web Traffic Analytics Data
Hi there, were looking for something to be able to track our web traffic, such as unidentified web visitors, time spent on page, identified visitors, etc. The Web visitors add-on from pipedrive doesn't give much data on this, so we would like to look into some other options. Currently were looking at GAconnector and…
Event in Zapier: Updated Activity? doesn't exist
We have successfully used the "New Activity" event to notify team members when they are assigned to an activity (using Slack DM notification through Zapier). Our goal is now to notify users when an activity is updated...ideally because that activity has now be assigned to them specifically. There are a number of instant…
Quickbooks Integration for multiple users
Hey guys i'm having an issue with my quickbooks integration. My organisation is only able to connect one user account to quickbooks, however we require multiple users to have access for invoicing through pipedrive. How can i have multiple accounts achieve integration?
What phone apps are best for use with Pipedrive for multiple team members
Hello! Our team is expanding and I'm looking for the most effective phone app/integration that can be used from Pipedrive, with the ability to call from one mobile number. Basically our workplace has a phone number which is a mobile number. I'd like new team members to be able to make calls in Pipedrive while they're…
How many Pipedrive users are in Lithuania?
We are thinking of releasing app integration with Pipedrive, but before doing that it would be great to understand Pipedrive's potential in certain countries. Maybe anyone have any number of how many users are in Lithuania?
Import feature Intercom > Pipedrive
It would be great if we could import data Import from Intercom > Pipedrive in one-click with 2import.
Microsoft Teams No Channels in Automation
Hi all Didn't find an answer on the Internet I want to make automation for Microsoft Teams I connected it, everything was successful, the application is also in the work area But when I go into automation, it says that there are no channels available Maybe someone knows how to fix this?

Apps and Integrations

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