Integration platforms

Is it possible to get data alerts from Pipedrive to email and/or Slack?
Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business…
Xero sunsetting
Why is Pipedrive ending it's Xero integration? Why is it giving such short notice? They are offering an alternative to link to Xero called "Make", another third party risk for your data. It has been an integral part of Pipedrive for me, and I am really quite annoyed at the way it can just be withdrawn without an apology.
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…
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?
Calling Apps
Hello All! Does anyone know of a calling app that integrates with pipedrive that will allow my to use my own number as the caller id? Thank you ahead of time for any help!
Jotform integration after the fact
HI, I did a Jotfrom campaign on the weekend and now trying to integrate the results into pipedrive in post. No luck so far though I think I've set up the integration correctly. Also have tried to sync with gmail to at least collect the data that way but only 3 emails copied over. ( I tried to sync the whole past month!). I…
Quickbooks Integration Issue
Hey guys i'm having an issue with my quickbooks integration. My organisation is only able to connect one user account to quickbooks, however we require multiple users to have access for invoicing through pipedrive. How can i have multiple accounts achieve integration?
Using Zapier to Automatically Update Lead Labels?
Pipedrive community - I'm having some trouble creating zapier flows (zaps) to update a lead by changing / adding a label in Pipedrive. Do you have to set a task in Zapier to find the lead first before updating it? Also - how many fields need to be filled out in Zapier to find the right lead an update it? Here's what I have…
Webhook Action in Workflow Automation
So the new workflow automation is really awesome! it would be really helpful if we could have it trigger a webhook action as well.
List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
Google Forms!
Hi Pipedrivers We'd like to suggest Pipedrive to integrate with Google Forms. This will give primary Pipedrive users (mainly the sales team) an ability to have visual control on site surveys. Of course there are many application in the market such as iAuditor or other solutions, however Google Form integration will make…
OneClick for Pipedrive (beta)
Hello hello, Please join our beta and try out the wonderful OneClick addon! Just install it and extend your Pipedrive to a completely new level: With OneClick you can create buttons and connect them to your Zapier or some other integration platform that supports webhooks. Also, we would appreciate any input from you here:…
Will You Be Integrating into Click Up?
Will You Be Integrating into Click Up?
Keep update your prospect between Linkedin and Pipedrive
Good morning everyone, I would like to find anything that permits to link Linkedin with Pipedrive. To be clear, I am looking for a tool that update automatically or tell me to update when one of my prospect change his post or organization. Do you also have a site to verify email adresses before a campaign ? I already try :…
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…
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…
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…
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…
Integrating Pipedrive and Tableau
I want to integrate Pipedrive with the analytics software Tableau, so I have a live feed of our leads/sales data straight to my dashboards. In other words, I want to eliminate the need to constantly export data from Pipedrive to tableau and create a live dashboard. I have little programming knowledge, so I want to do this…
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…
Air Table Integration
Hi Pipedrive, Do you plan to integrate with Air Table? Thank you
Pipedrive & Tilda
Would be great if we could get a direct integration between Pipedrive and the website builder Tilda to capture leads
CloudTalk / Pipedrive Webinar: Create Well-Connected Tech Toolbox For Better Productivity
Hello everyone, I would love to invite you to the webinar that CloudTalk has organised together with Pipedrive. In this webinar, we aim to explore the pain points of working with several different tools and how to create a veritable tech toolbox to allow sales executives to do what they do best – sell! Join us and learn…
See average time per stage
Hi, I would like to know if anyone knows any platform or way that I can know the average time in minutes of the client is in the business stages. I saw that this data is saved in the api, but I am not finding any way to achieve this.
2022…iPad and Pipedrive playing nice?
Last year, someone posted that it’s useless to use Pipedrive in an iPad. Is this still th case?
Olá! Eu gostaria de recomendar uma integração direta do Pipedrive com o ERP Bling. Ele é um dos maio
Merged: Asana Action in Workflow Automation, same as Trello
This discussion has been merged.
February's New Apps Spotlight!
Check out the four new apps featured in this month's App Spotlight. * Hockey Stack - An end-to-end analytics tool for SaaS businesses. It tracks marketing, product, sales, subscription revenue and customer success data, all on an easy-to-follow dashboard. * Oneflow modernizes the contract process with a smooth digital…
Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…

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