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Coming soon: Asana workflow automations ⚙️
We are happy to announce that Asana integration will be added to workflow automations, providing yet more opportunities to connect Pipedrive and Asana. What will I be able to do with it? * Access to more action and event combinations, and filtering possibilities that include Asana * Support for both Deals and Leads *…
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Why is an app suddenly a manager account and i cant reach support?
I installed an app and deinstalled it, because it was not working. No i cant reach support, because in the Chatwindow and also via email it says, my account is managed by them and i have to contact them. wtf is this? how can i revoke this? I never gived permission to manage my account. iam the only owner and i cant see…
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Automatic saving of activities
Have anyone else lost their nerves, when you have edited the tasks/activity, e.g. made notes in customer meeting and changed window from one to another and the editing window has closed without saving and you have lost all the changes done? Well I have and quite many times. It is also quite annoying that you can't save the…
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We are still improving and adding features to ActiveDEMAND. Things we've done so far:
Scheduled video posts to Facebook, Instagram, LinkedIn, and Twitter: This gives you another option to get your message in front of your audience. Video has grown in popularity year over year and gets more engagement and more exposure. And it's easy to schedule videos to your content calendar so you don't forget to post.…
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Google Tag Manager and Pipedrive forms. Still no? Or any worarrounds?
Hey community, I tried to track pipedrive form submission with GTM but seems like I got stuck. * No way to trigger event with visible element when 'thank you' message occurs. GTM hear zero events in pipedrive iframe. I tried to get a class #app > div > div > div > div > div * No way to trigger with GTM;s auto listener * No…
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iCal iCloud (Apple) Calendar Synching Functionality
It would be great if Pipedrive supported 2-way iCloud/iCal Synching Functionality.
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Sync product usage insights to Pipedrive with the new ProductSync integration
If you're a software/SaaS company, knowing how actively freemium or trial users engage with the product is key for qualifying leads. But as our research shows, this data is usually not easily accessible to the salespeople. Another tab needs need to be open to see product usage -- if the data is accessible at all. Enter…
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What is the best way to regularly send out an email with the results of a filter?
What is the best way to regularly send out an email with the results of a filter? For example the day of a weekly team call we'd want to send out an email to the team with the list of open deals in a specific region (filter) so that they can quickly glance in their inbox in preparation for the meeting. I'd also want to…
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Pipedrive Call Feature no longer working with US number format
We've been using the PIpedrive "Call" feature since it came out. Our phone numbers are formatted for US Format, i.e. 515-555-1234. However, the system will no longer accept this format! And our entire phone integration setup is dependant on hone numbers being formatted this way. This is a huge problem! Any comments from…
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Create a new contact from a mail in the app
It’s a great feature in the web front end to create a new contact directly with the data from an incoming mail. Unfortunately this function is missing in the app for the Apple iPad. That’s really a pity. The app is very well designed and provides all I need for my daily, mobile work … except the function to directly create…
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Travel company
Hello, any travel company/agency, tour operator here in the Canadian Pipedrive community. If so would love to connect and share how we integrate Pipedrive within our workflows.
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Chrome extension
Did you guys sunset your Chrome extension or was that built by a 3rd party? I swear there used to be a Chrome extension so you could see People/deal info directly in your gmail, and also one-click create new People/deals in Pipedrive right from an email. I can't find it anymore...
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Asset management & ticketing
I work for a company that sells technical medical equipment. We are looking for a way in PD / or 3rd party app that would allow us to manage a customers assets (i.e. product warranties, serial numbers, maintenance contract). Ideally we would like this to to have a support ticketing function as well, to keep track to any…
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Full integration with Hubspot
Hi, The firm I work for previously had an archaic CRM system which I struggled with, it was slow, clunky and just poor. I took my gripes to management and asked if I could break away and use my own, which they were fine with, as I had used Pipedrive previously it was my go to CRM, however; I did trial Hubspot through a…
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Leads for Mobile App
Howdy Everyone. I would like to suggest adding the leads function to the mobile app version of Pipedrive. To me the, leads function is quite handy but it would be super helpful if I was able to capture new leads in the field, where most of my leads are generated. I am sure this added feature will benefit many small…
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Best APP for WhatsApp
Hi Guys, new here in the Community! I'm set up Pipedrive and would like to know whats WhatsAPP APP work the best with Pipedrive. Thanks a lot!
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email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
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Do you use any Cold Calling apps that are integrated with Pipedrive?
Looking for recommendations on call automation software that integrates with PipeDrive. Ideal Requirements: * Integrates to the CRM to log calls and conversations, * Auto-dialing, preferably across a list of accounts/deals/organizations, * Call Recording, * Bonus if it automatically leaves pre-recorded voicemails!
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Automatically unfollow deal when owner is switched
Deals in our pipeline will sometimes switch owners at a certain stage. But, the previous owner continues to follow that deal unless they manually unfollow it. I need a way to have a user unfollow a deal when the owner changes because the pipeline can become filled with deals that are no longer relevant and it can be…
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Pipedrive and Google Analytics integration
Hello everyone, We just launched a Google Analytics connector on Pipedrive marketplace: https://marketplace.pipedrive.com/app/google-analytics-connector/4f7c5fc4817d04d6 The app allows to see Google Analytics information in Pipedrive objects: Your feedback would be much appreciated!
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I can't get LinkPort to work properly in LinkedIn!
After I install, two (2) "Add to Pipedrive buttons appear on the LinkedIn contact, rather than one. And when I select either one, I get a pop-up briefly but then it disappears before I can select "done". I have tried uninstalling and reinstalling. I have enabled pop-ups. Any ideas what the problem is?
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Can we get a Google Meet integration?
I recently switched from Zoom to Google Meet, for two reasons... * I think Zoom's UX is horrific (and I know many who agree). * As a GSuite customer, it's just neater to use Meet. It's far quicker and smoother for me to set up and join Google Meet sessions overall. Any chance of a Pipedrive integration with Google Meet?…
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Hubspot Marketing and Pipedrive
Hi all, Has anyone on here successfully integrated the Hubspot marketing suite with Pipedrive? What are the pro's & cons? What functions don't quite work etc.
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Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
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DETAILED COMMISSION DASHBOARD
Hi Friends, Can anyone name few portal or app which comply with the followings? * Integrated with Pipedrive * Integrated with Xero * It can support different commission level (range 1 - 100K, 5% AND range 100,001and above 10%) * Simple and nice dashboard You can email me at hosseinm@energybuster.com.au. Thank you, Hossein
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Native Integration with Salesloft
We have recently signed up to Salesloft as our preferred enablement software. The third party connector we were going to use to connect Pipedrive (PieSynch) has been bought by HubSpot and therefore no longer integrates Pipedrive to Salesloft. The only other options out there are custom API's which cost a fortune. I would…
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How to visually map relationships with Pipedrive (like Obsidian or Roam!)?
Hey ... now then ... we rely a lot on referrals, and we'd love to be able to map out how all our clients have ended up with us, how they are all linked, who are the big referrers, whether they share characteristics etc. So .. does anyone know of any 3rd-party app that could connect with Pipedrive to enable this to happen?…
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Asking for advice: Hubspot<>Pipedrive Integration issues
Currently working on HubSpot and Pipedrive integration, but I've encountered several issues when it comes to lead routing: only the organization and deal objects are being created, but not the person associated. Also 2-way sync is limited only to fields that are "free-text" type, so I was suggested to clone fields that are…