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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:…
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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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MAKE - Hours problem when it sync
Hello, I use MAKE to synchronize some activity and when I do the transfer the time is no longer the same as in the event? Pipedrive is (-4:00 America/New_York) someone help me thank you!!
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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…
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Merged: Asana Action in Workflow Automation, same as Trello
This discussion has been merged.
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I have a dream
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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.
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Trigger option in integromat only in deal changed to WON
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Android SMS's automatically recorded in the clients file - is this possible please?
I need to keep records of all my client communication, and so far the only thing that isn't recorded automatically is SMS's. Is there a way to set up an integration that when a client sends me an SMS it is automatically recorded in their file? It would be great if it could also track the whole conversation (ie my replies…
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Update Contact on pipedrive with integromat
Hi 👋 I have a website (Bubble) and I'd like to update my contacts when they do in my website. I tried using Integromat, but it needs the user ID of the contact to update. The only way I found to get this user ID is to list all contacts then filter by email... It asks around 5k operations on Integromat, there must be an…
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Attribution tool: 2 Way updates between Google Analytics & Pipedrive?
Can anyone recommend an app / service that can: * Tag visitors to site by GA ID * Track form completions (WordPress / Gravity Forms) * Import customer data into Pipedrive deal (GA ID, Campaign, browser, landing page, etc...) * If Pipedrive deal is won, send goal completion data back to GA A service called Punchydata was…
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Customized Client or Lead History field- for filtering
What is the best way in your opinion to keep track of a person's activity: signups for webinars, events, courses and so forth? The idea is to be able to perform a filter of people: who did what, who attended which event r paid for what course, and use that info for future marketing? I was thinking about trying to create a…
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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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Create Object Ownership Dependency Org/Person/Deal
I know this was discussed somewhere here but I can't find it. To speed things up on my end, is there anyone who could share a recipe that accomplishes: If I change owner of organization * it changes all organization persons to the same owner * it changes all persons deals to the same owner Help much appreciated!
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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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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…
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Looking for help with Integromat
Good day, We are Pipedrive resellers. We use both Integromat and Zapier to good effect. I am looking for a contractor with particular expertise in Integromat who can take on occasional mandates. Most of the mandates would involve Pipedrive at one end or the other. Most mandates involve parsing & sending triggered email…