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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…
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connect Shopify with pipedrive
Hi Good afternoon, I was wondering if you guys could help me in the right direction. I'm trying to connect Shopify with Pipedrive. Now every time a new customer comes to my shopify website I have to put their data in Pipedrive by hand. I was wondering if you guys knew any programs that could help me with that. I've tried…
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Can Pipedrive be integrated with Salesforce?
Can Pipedrive be integrated with Salesforce?
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What is the best option to integrate Whatsapp within Pipedrive?
We are looking for a reliable option to integrate Whatsapp with Pipedrive, hopefully to have all conversations inside Pipedrive and not in the Whatsapp web chat, are there good solutions for this?
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Send WooCommerce order to a Pipedrive deal
Hi everyone! I would like to send an order from WooCommerce to Pipedrive in a new deal. Which automation app do you use to do this? Thank you!
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Accessing Email Templates using OAuth
Hi, I figured out a way of retrieving email templates using API Key but this resource is not available through OAuth... It would be very helpful to some of my clients to get that feature available so we can finish up building our app properly. As the endpoints actually exist, it would not be so difficult to integrate this,…
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WHATSAPP TO PIPE
Quando vamos ter uma extensão nativa de Whatsapp para o Pipe? Aquele Pipechat além de ser pago é horrível. O mercado brasileiro necessita disso. Ajudem a promover a ideia PIPERS!
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Identity & Income Verification in Pipedrive - Seeking Your Feedback
Hello Pipedrive Community, We're thrilled to introduce a new addition to Pipedrive integrations - RapidVerify. This powerful feature now allows you to natively generate income and identity verification requests directly within Pipedrive. To better tailor our tools to your needs, we're eager to hear your thoughts on this…
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Identity Verification in Pipedrive
Hi there! I have been working with some businesses who need Identity Verification (E.g. passport, drivers licence) to be performed on their 'customers'. E.g. Crowd Funding platforms. Can't see any add-ons in the Pipedrive Marketplace that help with this, but it would seem to make a lot of sense? Does anyone else need…
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We need the Messaging page menu permissions to become configurable
Hi, I'd like to submit a business requirement to you, can you add a permission configuration switch to the 'Unassigned' and 'Assigned to other users' message lists, so that when they are turned off, they are visible to everyone. When turned off, only users with Pipedrive administrator role can see these two message lists.…
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CRM Developer
I can quickly and effectively set up the sales process setup that you have planned according to your company. I can control CRM tracking, increase your sales and support your sales process with automations. You can contact me via my e-mail address or via whatsapp for a price quote. @--yakupinac17@gmail.com…
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Projects & Zapier integration
As Projects becomes more robust and we utilize more, this would save us even more time!
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Can I get just one person on the Professional package when everyone else is on the Advance package?
We are needing the ability to get just myself to have access to creating extra Dashboards for tracking the sales team, but to get this we need to be on the Professional plan, however we dont need all the additions that come with it. We have 6 team members on Advance, but we only need 1 person on professional, whats the…
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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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Data Enrichment and Exporting Segments to Mailchimp
Hi Community, We're struggling with two areas and looking for some advice/insight into how others may have done the same: 1. Data Enrichment * We have approx 3.5k contacts in Pipedrive that are people we've spoken with over the past 8-10 years to varying degrees. It's largely completely out of date. We'd really like to use…
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New feature: Sales Docs available for users in Advanced and Professional 📄
Sales has evolved. Have your docs? You can now send trackable quotes, proposals and contracts from Pipedrive with our newest feature: Sales Docs. Know for certain who’s interested and when to follow up to close your deals faster. To give it a go, simply head to the new ‘Documents’ tab in any deal. Either create new docs or…
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[Closed] Help us help you BUILD BETTER APPS: Share your feedback in our survey!
EDIT: The survey is now closed, thank you for your input. Hello! I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive. The survey aims to understand how we at Pipedrive can better…
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Spark mail app integration
We would love it if you could create some integration with the Spark mail app. (Like Missive did, Spark is much better for our firm's needs.) Thank you!
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Help us help you BUILD BETTER APPS: Share your feedback in our survey! (CLOSED)
EDIT: This survey is now closed, thank you all for your input. Hello! I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive. The survey aims to understand how we at Pipedrive can better…
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Tips for account management. Delivered hardware to customer.
Hi, We are an IT-comapany and sometimes (usually) hardware is included in our deliveries. This can be servers, desktops etc. At the moment we are using excel for keeping track of which hardware is delivered to the customers, when it was delivered, expected end of support, end of life, support agreements and of course, when…