Apps and Integrations

Pipedrive and Google Sheets Integration (HIPAA Compliant)
I have a large amount of HIPAA sensitive data on Google Sheets. I want to integrate and automate relationships between the data on Google Sheets and the data I have in Pipedrive, but Zapier is not HIPAA compliant. Does anyone know of an alternative to Zapier for these needs? Or, has anyone found any creative work-arounds…
Can you integrate Pipedrive with a Mail Merge system/software?
We have a client who uses the old process of mail merging, they wish to continue mail merging but ideally move away from the classic Excel & Word process. Is there a current workaround/integration for this to happen within Pipedrive or is this something I can request as a feature for the roadmap?
Will You Be Integrating into Click Up?
Will You Be Integrating into Click Up?
Working from home? What's your favourite app for Task Management?
Working from home? What's your favourite app for Task Management?
Deal Specific Survey / Feedback
We provide B2B services on a regular basis to the same clients. I want to be able to request feedback (via a survey) for each matter that we work on with a client. On Pipedrive we store each matter in a separate Deal. Therefore, in order to prevent confusion I require several specific custom deal fields to be incorporated…
Gmail Add-on is ready for beta testing!
Jana here, (Product Manager at Pipedrive). We’ve developed a brand new Gmail Add-on and are in need of some valuable beta testers before we release it publicly. The Gmail Add-on works in any browser (as long as you use Gmail as your email service). With the Add-on, all of your relevant deal & contact information will be…
Partner / Affiliale model – variable recurring revenue
Hi, we're running an E-commerce strategy consulting business which entails a big network of partners. Our (potential) customers are often times referred directly to our partner network. Those referrals then generate recurring revenue. Pipedrive offers the possibility to set up subscription plans for fixed revenues streams,…
How do i get custom fields for all organizations.
Hey folks, I'm in the process of collecting data from all organizations. My initial plan is to fetch a list of all organizations and then loop through each to retrieve their details. However, this approach involves making thousands of requests, leading to prolonged waiting times. Is there a method to obtain all…
Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. It would be useful if the accounting…
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…
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…
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.
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)…
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.…
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.
Integration - Webflow
Pipedrive needs a Webflow integration like Hubspot so we can easily sync form data between our website and CRM.
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…
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.
How to transfer Google Meet transcriptions to Pipedrive?
How to transfer Google Meet transcriptions to Pipedrive?
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…
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…
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…
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 ?
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…
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…
Goedemorgen, wij willen een financieel pakket gaan kiezen en een integratie met Pipedrive zou natuur
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?
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?
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…
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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