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Research: Pipedrive - Facebook & Instagram Messengers [deadline is 11th of June]
Hello dear Community members! I am currently researching ways of integrating the Facebook & Instagram Messengers (for business pages) with Pipedrive. And I would really love to learn more about how your team is working with Facebook and/or Instagram Messengers (business one), what are the main needs and expectation from…
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Google maps distance integration
Our company filters our leads based on their distance from us in miles. We have a distance field that we manually update but it is time consuming to check each one manually. Has anyone been able to create an automation to determine the driving distance between two addresses and set that as the value in a custom field? In…
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Workflow with Teams Channel Integration - Tagging in Card
I recently integrated Pipedrive with a Microsoft Teams Channel to share by a push notification when deals are won and who by. Is there an option in this Pipedrive card to also tag the account owner/sales person in the card? Here is the current Workflow Action.
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Advice wanted: Marketing permission management
Hi, I am new to both Pipedrive and Campaign Monitor and I am looking to create a smooth, GDPR-compliant, easy-to-overview setup for our marketing permissions. I know I can integrate the two, which I intent to do, but can I then see, say, on a person overview if there is a newsletter subscription (through Campaign Monitor)…
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Mail - 1 mailbox with 2 accounts synchronize
We use a general mail address with our sales team. This is where we receive questions and quotes. Within the team, several people need access to this mailbox. We currently have two pipeline users, and both synchronize the general mail address. Now we run into the following problem. User X answers and archives a message.…
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Square Integration
A Integration with Square POS/Invoicing would be the best thing in the world. We use square as our POS so its natural to use it as our invoicing app as well. I would love to be able to invoice customers within Pipedrive and share customer data between the two databases easily.
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Integration - Webflow
Pipedrive needs a Webflow integration like Hubspot so we can easily sync form data between our website and CRM.
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Call logging android - troubleshooting
Hi, I want to get the answer. If only I have such problem. I'm using the newest version of Android APP I've configured the app accordingly - https://support.pipedrive.com/en/article/calling-and-logging-calls-in-the-mobile-app PROBLEM - some of my call's are not logging in I've exchange 47 emails with pipedrive to resolve…
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Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be
Hello. Do you need integration of Pipedrive and Jira/Confluence? Please let me know what you must be present in that integration.
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How to transfer Google Meet transcriptions to Pipedrive?
How to transfer Google Meet transcriptions to Pipedrive?
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Webflow integration -> Wrong date in date field in Deal
Hi everybody, I have implemented an integration between a Webflow form and Pipedrive via Zapier. In the webflow form we are asking for a date via date picker. In the Zap the output of the date is correct (e.g. 2023-11-07) and the data is transferred to Pipedrive. The deal is created with all the correct data BUT the date…
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Generate instant reports and learn which marketing campaigns and lead actions are leading to deal m
With our recent launch of two-way data sync , I think it is a good idea to explore how Salespanel can be used to generate lead reports and identify which marketing sources and lead actions are leading to deal movements to later stages and purchases. If you are not familiar, Salespanel automatically captures leads from your…
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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…