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Entegrations with Timeline
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…
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App not getting installed
My app was approved and got listed on Public marketplace of Pipedrive. But when I am installing the app, it redirects me to my product's Sign-Up page and after entering the credentials, it get's logged in inside my product. It is not getting installed and I can't use it's functionality. Can you guide me with the process ?
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Request for Proposal
Hi All - Just wondering whether anyone has had any workflows / integrations with Pipedrive for a Request for Proposal system? We ask a number of suppliers for quotes and then compare them before selecting the best one for the client. Ideally we would like an automated system that incorporates with Pipedrive. Any help very…
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Invoicing via Pipedrive directly (connected to quotations in templates)
Hi all! I would like to invoice directly from Pipedrive. Now, I send quotations via pre-build templates. When a deal is accepted, I would like to send an invoice automatically to my customer with all products that are agreed on in the quotation. Finally, I would like to export the invoice directly to my administration…
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Goedemorgen, wij willen een financieel pakket gaan kiezen en een integratie met Pipedrive zou natuur
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
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Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automat
Hi! I'm thinking about creating a Pipedrive Airtable plugin. If there would be one, for what automation would you use it?
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Is it possible to stylise Teams Meeting Invites in Pipedrive?
I'm having the same issue as mentioned in the discussion linked below. https://community.pipedrive.com/discussion/9455/microsoft-teams-integration Does anyone know if it's possible to stop the teams meeting style turning to the times new roman like it does currently?
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Weird behaviour in webhook API
I am trying to create a webhook via API but the webhook that is created via API is not visible in UI in few cases but the API call returns success (200) Scenario 1 : Webhook API call via api_key -> In this case webhook is visible in UI Scenario 2 : Webhook API call via access_token -> In this case webhook is not visible in…
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Advise on JIRA Integration
Hey, Has anyone got integration to JIRA and are able to share some use cases? We are looking at options so that we can manage customer-related activities from Pipedrive in our team workflows on JIRA. Thanks Jake @Marketplace Apps @Pipedrive Integration
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Fix Email Reply Scroll Please
Hi, loving Pipedrive so far. One of my only gripes has been that every time I reply to an email, it automatically makes me scroll all the way down. Its one of those things that does not seem like a big deal until you have to send out 50 emails. Any way we can have this fixed to maybe have an option for reply to be directly…
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Trello Integration | Power Up's Bug?
Hello, I’m currently running into issues with Pipedrive’s “Power-Up” functionality inside Trello. The screen just keeps loading and doesn’t show. I cleared my cookies/cache and I’m still running into the same issue. I’ve done the following: Restarted laptop. Uninstalled the connection. Reinstalled the connection. Updated…
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İm looking a new insights entegration
I am looking for a new insights integration. "Cumul.io" i was using a reporting system called Dec, but we haven't been getting up-to-date data from cumul&pipedrive for 1 week. I would like to thank those who helped in advance. Best Regards
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Connect Facebook Lead Forms to Pipedrive
If anyone here is looking to run Facebook ads and connect new leads to Pipedrive, we've just added Facebook Lead Forms integration to Outfunnel. This lets you: * Automatically add new leads from Facebook Lead Ads to Pipedrive — no more manually exporting-importing lists. * Map custom fields, so all the necessary data is…
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Netsuite & Pipedrive integration is here- asking for feedback
Hello Pipedrive Community! 🙂 I am a Sr. Channel Manager in the U.S.A, 🇺🇸 nice to meet you all :) I would appreciate your feedback on Netsuite. Have you lost a pipedrive customer or prospect" due to not having the capability to integrate successfully with Netsuite? Reason being, my global partner Faye…
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Beta Test - Zoom Meetings Integration
Hello! Arseniy from Pipedrive is here! I'm happy to announce the beta testing of Pipedrive and Zoom Integration. What is available at the moment? * Scheduling Zoom meetings from Pipedrive linked to deals/contacts * Joining Zoom meeting with relevant deal context What should I do to join beta testing? * Just write an email…
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3CX telephone integration.,.anyone?
Help needed since there is no integration from PD to 3CX yet I wonder if anyone here has managed to do that manually? If so, please share how to set it up with PD. #integrations #3CX #telco #Asking for advice
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How to find the deal automatically on the computer screen, when there is a inbound call to my phone.
We integreted to outbound call to pipedrive from our crm system. When we click the call button on the deal cart, it send to call to our own crm system and start the call. My questions is, let say we called someone and the person did not answer the phone. 10 minutes later the person called back. When the call comes, I want…
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how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
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TIMELINES.AI AND OTHER INTEGRATION
Hi everyone, Timeline is a whatsapp application that integrates Pipedrive. Using the Timeline, you can send messages to your customers via whatsapp and see these messages in detail in the agreement. You can send automatic whatsapp messages to customers who apply to you and increase your sales. My company, which made 70 won…
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Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
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Can Grasshopper (phone call app) be connected to Pipedrive???
Hello, I currently have a 1-800# through grasshopper that I use to to call prospects. Right now I pull up the deal in pipedrive and then manually dial it into the grasshopper app. can grasshopper be integrated into pipedrive so that I don't have to manually dial anymore?
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Solution for Calendar Conflicts
Morning, I have started using the booking app in Pipedrive. However, I have second company that uses Calendly. I can add a second Calendar to avoid conflicts in Calendly, but is it possible in reverse, so the booking app in Pipedrive recognises when I am booked in my second company? Solutions and workarounds appreciated!…
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Elevate Your Sales with the Stripe Connector by AppMonks for Pipedrive
The Stripe Connector by AppMonks seamlessly integrates Stripe invoices, payments, and contacts into Pipedrive, simplifying your sales operations and allowing efficient management of financial data within Pipedrive's user-friendly interface. Furthermore, Stripe Connector by AppMonks synchronizes your Stripe contacts into…
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Need to identify document attached to deal
I need to identify certain documents inside a deal. Like: Drivers License, Signed Contract, Insurance certificate, etc. Pipedrive by default allows me to upload files but beyond the description I cannot select what type of document it belongs to. I need to have this identified to later send through an integration to the…
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How to connect LinkedIn to Pipedrive and streamline your sales process
Yesterday, I felt inspired to write this article about LinkedIn + Pipedrive automations. https://www.bardeen.ai/posts/linkedin-pipedrive I've highlighted the common workflows and apps that help you sync contacts and companies directly LinkedIn. Hope this is helpful! If you have a cool use case or app that I didn't cover,…
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integration with kajabi
Hi pipedrivers! I've integrated my pipedrive to my kajabi account but it doesn't work, some one have experienced the same or can give me some help with this? All the best
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Authentication for each user
I have created an app for Pipedrive, when Admin Installs the app, all team members can access it. Is it possible to add OAuth 2 Authentication for each team member? They will come to my website and I will provide them access tokens to use my app on the Pipedrive dashboard. (basic oAuth 2 flow, for getting access token)
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How should the ideal integration with Whatsapp work for you?
Hi people! I am Kyrylo from the TimelinesAI team. We have created a tool that enables teams to collaborate on the communication with clients from Whatsapp. We’ve figured out that often our users would share the links from our tool into their CRM to make it accessible by the rest of the team. So we're considering a direct…
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Linking Notes from Organizations to Deals.
When I go to create a deal from a contact on the organization tab the new deal links just fine to the organization. If I email the contact from the deal view it shows up as it should within the feed of the organization. However, I cannot seem to find a way to have notes made on the organization page to show up on the deal…