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Set up PipeDrive forms on a Wordpress site
Hello, I would like to use Pipedrive forms in Wordpress (website).Has anyone already done this and have any feedback on it? Is it possible to customize the form? And if so, to what extent?
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Google and FB Ads to deals
Hi everyone. We have been using a FB ad for a while now to help generate leads. We are going to begin running several FB and Google ads. We need to be able to track which ad specifically resulted in a deal. Are there any best practices you can recommend or a 3rd party software you are using that is working well for you to…
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Microsoft Partner Center and Commercial Market Place Leads integration
Hello everyone, Has anyone successfully configured Lead Sharing with Microsoft commercial marketplace? Any guidance or pointers to get started would be very much appreciated. I'm a business manager and former IT-Pro with no developer skills but now looking to point our developers in the right direction. I've recently…
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Hi,
Hi, I'm new to Pipedrive. I'm looking to have New Deals generated from Squarespace dumped into Pipedrive and then have those new deals generate to a list in Mailchimp. Anyone have any suggestions?
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אוטומציות בין סמוב לפייפדרייב
Hi friends! I want to create automations for creating and / or updating contacts between Pipedrive and Smoove. I want either one to pull data from the other, and update fields or create new contact, if none exists. My contacts have custom fields. The main one which I am getting a headache from is the events history. I want…
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Integração LinkedHelper & Pipedrive :: LinkedHelper & Pipedrive integration
Olá pessoal, por gentileza! Gostaria de saber se alguém já fez integração com LinkedHelper e Pipedrive?
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Integração LinkedHelper & Pipedrive :: LinkedHelper & Pipedrive integration
Olá pessoal, por gentileza! Gostaria de saber se alguém já fez integração com LinkedHelper e Pipedrive?
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What is your preferred method to automate and synchronize Pipedrive with third-party software?
What is your preferred method to automate and synchronize Pipedrive with third-party software?
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ברוכים הבאים לקבוצה הישראלית בקהילת פייפדרייב הבינלאומית :-)
יצרנו פלטפורמה לשאלות ותשובות לקהל הישראלי. שמי דודו ציזנר מחברת לאנדוליני פתרונות, ואני מוביל את קהילת פייפדרייב בישראל מאז 2015. עכשיו כחלק מקהילת המכירות העולמית של פייפדרייב שמור לנו מקום של כבוד בשיח ובפעילות. אנחנו עושים דברים מדהימים בישראל עם אוטומציה מכירתית ואינטגרציה בין פייפדרייב למערכות אחרות ואין לי ספק…
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Does anyone have an automatic process set up to maintain a List of Organizations from Pipedrive in S
For reasons not worth going into here, we need to keep our list of customers that is maintained and updated in Pipedrive also available for browsing in a List in SharePoint Online. Please help!
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CRM Requirments
Hi community wanted to see if I could get some help in the following requirments our business has when it comes to a CRM. We are evaluation other options too (SFDC, Superoffice, Hubspot). I personally prefer Pipedrive but wanted to see if anyone had advice on the stuff below: * Tracking customer documents in the same…
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Send won conversions to Google Analytics
Hello, Pipedrive community! I have a question about pipedrive-GA integration. When WON, how can I pass this event to google analytics goals? I know there are third services that offer data integration. But I couldn't find specific events with WON there. You would really help me.
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New: Leads API scope added by Zapier 🤖 🔛 🅿️
What does this mean, what do I need to do? If you're one of our 20,000 users who have installed the Zapier app you probably already received a notification about this from Zapier, but no harm in announcing it here too. To take advantage of this new API scope (building zaps that utilise Pipedrive's Leads), simply…
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Community Roundup - Volume 9 🗣️
2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. Check out this week's selection of top posts, and join in on the discussion! 🔥 Happy New Year Emails: 8 Templates for Your New Year Email Campaign 🔥 How to Use Pipedrive to Automate Estimation Workflows 🔥 Can You…
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When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Wo
When a new deal is created the word 'deal' is automatically appended to the end of the deal name. Would it be convenient for you if that could be defined as something different and based on one of your deal detail fields?
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Publishing listings to Facebook & Instagram shop true Pipedrive with our Publisher.
Dear Pipedrivers, We are building a real estate extension that allows you to * Publish the property on your Facebook shop * Publish the property on your Instagram shop * Collect lead information on deal level in PIpedrive It allows you to run dynamic adds with a verry low cost. You will be generating allot more showings…
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My automations is not valid for imported deals. How to fix it?
Hi, I am using Zapier to create deals on Pidedrive from Facebook form contacts. The deal is created but my automations flows are not working. How to Fix it?
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We would like to incorporated of MEDDICC process in Pipedrive. Is anyone doing this? Or have found o
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Production management software that integrates well with Pipedrive
Can anyone suggest a good Production Management software that intergrates well with Pipedrive? Once we land the sale - we need to track it and ensure the job is produced.
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Email notification based on rotting status
Am I missing something or is it not possible to create an email notification workflow automation based on a deal trigging the rotting condition?
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שליחת טפסים מאתר אל פייפדרייב
שלום לכולם, היכן אני מוצא דוקומנטציה על שליחה ותפיסת טפסים מאתר אל פייפדרייב? יש לי אתר שיושב על וובפלואו (מערכת לבניית אתרים) ואני מעוניין שכל טופס שנשלח על ידי האתר יגיע אל פייפדרייב. תודה!
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Best way to directly onboard Clients / Factfinds into Pipedrive
I'm looking for advice on how other users / Advisors fully onboard clients. Basically I am looking for the easiest and fastest way to input the data from a Factfind directly into Pipedriver. Client's personal info, their income and expenditure, assets liabilities etc. Do you use web forms or import from excel etc.?? Thanks…
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Lead, Customer and Business Partner Marketing Solution
This will likely be too much for a single post,, but here goes! We operate in the service industry & get prospects from several sources, including: (1) Angie's List, (2) Home Advisor and (3) a Ductz website. With the exception of (3), each of these sources have had "custom" e-mail parsing and web page scraping developed to…
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Mail trigger
Hi Guys, I'm trying to build to mail funnel with pipedrive. In some cases, e-mails get back. I need to use those e-mails (with certain content) to trigger a next step. Any idea how I can do this with pipedrive or zapier?
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Applying calculations in document template
We are trialing the document template BETA and it is working well for the most part. However, a significant limitation for us is that we couldn’t find a way of including a calculation in google docs and bringing that through to the Pipedrive template. It may not be feasible has anyone found a way to bring through a…
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Integrating with Pipedrive
Hey team, I'll start out by saying that I am no expert in what I am doing here, but that I wanted to simply share this for your interest only. About a year ago, I was building a new production management system for our manufacturing company - my goal at the time was simply to allow our production team to do away with the…