Apps and Integrations

Automate 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…
GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…
Automate Data Input from Documents to Pipedrive
Hi, Just seeking advice. We have documents and files that we receive from clients. These are critical info that needs to be in Pipedrive. We are looking for possible apps/integrations to enhance our workflow efficiency and reduce manual tasks in handling client documents within Pipedrive. Specifically, we aim to automate…
Looking for a way to integrate Google Ads and Pipedrive in order to use conversion value bidding
The current situation is my client uses Pipedrive to manually record leads and deals. We're looking to move this along to be fully automated from their website forms. I believe that currently, they are using some kind of WordPress form. My understanding is that in order to build the connection required in Zapier, we'd need…
tl;dv Integration - How to troubleshoot?
Are there others successfully using tl;dv integration? Did it "just work"? As I can't see what's happening behind the scenes, I'm not sure if it's a tl;dv issue, or PipeDrive issue. My setup says it's correct, and I've verified i've got a contact with the same email, but don't see tl;dv notes being generated. Thanks!
How can I integrate a web program with pipedrive.
I want to integrate pipedrive to another logistics web application. This is so that I can generate the shipping guides and automate the process.
Connect CF7/wordpress and Pipedrive
Hello everyone, I would like to integrate Contact Form 7 on wordpress to my Pipedrive to collect my leads from the forms I have on my website. I am already using Zapier but don't see any potential integration between the 2. Could you please recommend the best way to integrate CF7 and Pipedrive? Thank you in advance,…
Using Zapier to send Slack DMs to Activity Owner?
I’ve tried Zapier to send a Slack DM to an Activity Owner. The To: box wants me to select either a specific Slack user OR a field from Pipedrive. I would love to choose Pipedrive:“Activity Owner Name” and have that match to the Slack user associated with that owner name. Does any one know if that is possible?
Conference Room reservation
Hey Did you know any solution to show conference room calendar in Lead, to check avaibility and make a reservation? Maybe product as a calendar avaible ;/ We are working on google workspace
Linking emails to deals in outlook instead of mail option within Pipedrive
Hi Pipedrive, Will it be possible in the future to link emails to a deal within outlook? A little bit like how you link deals with Leadinfo. I am asking because the mail function within Pipedrive does not offer all the options that outlook offers, resulting in us needing to use outlook. Regards, Lisa
Social media messaging
Is there a plugin that allows the team to message directly from Pipedrive to customers and receive replies on their social media accounts eg? Instagram, Facebook, LinkedIn
When will you integrate with ClickUp
I have researched different task management systems such as Trello and Asana, and ClickUp is the newer player in this field. They seem to offer better value and ease of use. I see that you integrate with Trello and Slack. Will you integrate with ClickUp? If so, when?
Pipedrive x Zapier x Google Offline Conversions
Hey Guys, im stuck right now. I want to track my leads and share the results with google ads off. conv. so i decided to use zapier as for every automation i used before. I got the GCLID already after lead entry on our website into the pipedrives lead account and also in there deal. Every time that i move the deal from new…
Build data pipelines, dashboards, back up your Pipedrive Data with Coupler
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me when it comes to building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data: Coupler.io. Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different SaaS…
[CLOSED] We are making our integrations easier to use and we want to hear your feedback!
UPDATE: This session is closed; thank you all for participating! Happy Friday 🤩 We’re cooking up a new Marketplace experience and would love to show you our progress in a 30-minute call next Tuesday (March 12). If you’re interested and available on that day, please pick up a slot in the calendar here:…
Integration Pipedrive & Linked In Sales Navigator
How can I integrate Pipedrive and Linked In Sales Navigator? How does it work?
SMS sending with Zapier and Twilio
I have been trying to find a decent way to send SMS messages with Pipedrive, but Im not satisfied with the pricing for the tools that allow you to send texts and the price per text I've used Twilio a lot and I love Twilio Studio. So I figured out a clever way to user Pipedrive activities, Activity Filters, Twilio and…
Texting Integration Advice Needed
I'm struggling to find a texting integration that will do the things we need: * Need to be able to port my two phone numbers to them that we have used and marketed for years (we do not want new numbers) * Need to be able to text right out of Pipedrive to a contact; I don't want to have to go into another app to text out *…
Google Voice Integration to Pipedrive?
How do I integrate Google Workspace Voice to my Pipedrive account? I'd like to use the click to call feature and have the call date/time and duration logged into Pipedrive.
Office 365 one drive integration and file mass download
Hi, we just started to use the pipedrive. We don’t use google drive, we use business Microsoft 365. So we use office 365 one drive. Is it possible to develop your system to integrate one drive for file uploading? How can we get access to all our uploaded file to pipedrive? If we want to download all uploaded files for all…
Trigger Campagin
I work with Zapier and want the trigger - Campaign in Pipedrive was sent. In the campaign, there is a link to Calendly - when this is clicked, the workflow should start. However, I can't find the trigger 'Campaign was sent' in either Pipedrive automations or Zapier - can anyone help me further?
Document/Form Pipedrive Integration
Hello, I have had a couple of meetings with third-party apps for client forms and document management. I'm having an issue finding the right one. I aim to send the client a link with a form for them to fill out. It is also possible for them to upload documents. I want the information to link to Pipedrive and fill it in a…
How to send an automatic whatsapp message
Hello everyone, I want to send an automatic whatsapp message when the application is received. I am using twilio and timeline applications as whatsapp integration. I need someone who has an extra solution suggestion or can help. Best Regards
Timeline.ai
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. By training artificial intelligence, you can significantly increase your sales by giving automatic replies to your customers via whatsapp. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in…
Form with info from Pipedrive (not to Pipedrive)
I want to create a work order form per deal populated with various custom fields we have in Pipedrive. The form needs to have a yes / no response which updates a corresponding field on the deal in Pipedrive. All the forms I have looked at are for gathering information to add to PD, we already have the information in PD and…
Advice Needed! Aggregating information from Contacts with regards to their demands
Hello PD community, I work for an international fashion wholesale company and benefit alot from the use of Pipedrive in many ways. One thing I am missing is aggregating the demands of different clients/leads and I explain: Org A is looking for Brand ABC at a quantity of xxxx and a price of X/unit Org B also looking for…
We want feedback to our new app, that tracks job changes and monitor emails
Hi Pipedrive community! I would like to hear feedback on the app (https://marketplace.pipedrive.com/app/champlist/d0cbc932d68db9a2), which I built as a fan of Pipedrive. I use Pipedrive for a long time and I decided to leverage the environment and start building features directly in the app. WHY did we decide to develop…
Send LinkedIn Messages From Pipedrive
Hi. We are currently using Leadjet for LI integration. We have no issues with contact syncing. We are looking for an easy way to send contacts linkedin messages directly from within Pipedrive - rather than having to switch out to LI. I have heard Duxsoup may do this. Does anyone have any recommendations on PD to LI…
Integration - AppSheet
It would be great if Pipedrive were to integrate with AppSheet as a data source option. Giving people the ability to easily create apps with Pipedrive data without having to use code.
Getting difficulty in submitting form's data in Leads.
I'm encountering an issue where form submissions from my production server are not successfully saving data to Pipedrive leads, despite receiving a 200 OK response from the Pipedrive API. Could anyone assist in troubleshooting why the data isn't getting saved after deployment?

Apps and Integrations

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