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Projects : Find/Create/Update integration through Zapier
Hi @Mike van der Valk , tagging you as you appear to be Projects PM, Do you have intention and timeline as to when we could find/create/update projects through Zapier? Thanks, Luke
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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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Custom buttons to trigger your 3rd party automations? Here you go!
If you use iPaaS / automation platforms such as Zapier, Make.com (Integromat) or any other you have most likely sometimes struggled to find a suitable way to trigger you automation. Typically the options are either through a webhook, filter etc. but this can be very inefficient and confusing for a user to understand…
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Help us help you BUILD BETTER APPS: Share your feedback in our survey!
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 support you in building high-quality apps. It should take at…
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Commercial Real Estate Agent Assistance
I am commercial real estate agent looking to utilize this software. I mainly work in mulitfamily. Anyone have any suggestions for setting it up? Any resources people have used that they would recommend? A couple of things I would love some advice on. * Where do i store information about properties? Products seems to make…
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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…
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How to send an automatic whatsapp message
Hello everyone, I want to send an automatic whatsapp message when the application is received. I am using twilio and timeline applications as whatsapp integration. I need someone who has an extra solution suggestion or can help. Best Regards
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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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Need a Lead Routing Feature
No matter how much we use Pipedrive, the one feature that our team can't seem to solve is Contact based lead routing. For our workflow, each new "lead" that comes in is a Contact. If we gain traction with the contact, we create a deal later. We don't use "Leads" feature yet, but even if we did, it would not change our…
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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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Zapier: PipeDrive pings Zapier too often - any workarounds?
Hey all - I'm sure many have seen this behavior, but we're trying to send a series of automations from PD to Zapier and onto Google Drive, Slack, and others. However, PD sends a request to Zapier every time someone makes any change in PD. This causes Zapier to see thousands of requests per month. Here's what we're trying…
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LeadBooster proposal
Hi guys, LeadBooster such a great function, i really love it! But a very important thing that LeadBooster benefits from is the ability to receive instant alerts when a user requests LiveChat. I found an event in the API "conversationEnded". This is good, but there is a need for a missing event "conversationRequested". This…
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WIX to Pipedrive automation
Hi there, I have a website using Wix and the main purpose of that website is to get the customer to apply for a service by filling out a form and push send… simple ☺️ What is the best way to automatically generate a deal in Pipedrive, using this implemented data? I have tried using Zapier, but not been successful… but…
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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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Notes - Automation
Hi, I'm using a zapier to send form questions from squarespace into my customer file as a new note. I can't seem to get them to be tagged to that person if they become a lead - still working on it. If anyone has done this, let me know. So I'm wondering, is there a pipedrive automation that when a note is created in the…
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I'm using Salesflare Chrome extension instead of Pipedrive Add-on
The Gmail add-on is a great feature... well it use to be. Prior to it becoming a add-on, it was a chrome extension and it was better. (But far from perfect) I'm currently using the Salesflare with zapier to send my data to Pipedrive. Why ? Because the Pipedrive Add-on is poorly design and not updated, it still look like a…
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Email Sync: Is Automatic Contact Person Creation Supposed to Happen ?
This is s super simple question: I'd like everyone the sales team engages either inbound or outbound to become a contact person in Pipedrive. Doesn't this happen automatically when using Email Sync? If not, can you use the workflow automation feature to force it? If not, do you need to use Zapier's email parser? Thanks!
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No Reference field when creating invoice into Xero
I am connecting to Xero successfully and I have noticed there is no field for reference when I go and create an invoice within Pipedrive. Am I missing something? Ideally I want the Deal ID to populate the reference field in the Xero invoice. Zapier seems unable to do this (edit a draft/submitted for approval invoice) post…
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Google Ads Conversion into Pipedrive leads
Hello, I would like to track in Pipedrive the Google Ads Conversion, in my actual process I have somme landing page with a Zoho Form inside, each time a form is send a conversion is generated in Google Ads, I would like to track this in Pipedrive, for each new lead create a Pipedrive Leads, with campaign group name,…
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Custom field contact and Zapier
Hello, dear community, I try to sync Pipedrive with my marketing automation platform. I need a language so I added mother language as a custom field with a single option choice In Zapier I don't have the value but a figure How can EN become 53? Did somebody already encounter this? Thank you
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Zapier - merging new deal and contact
Can't find the answer anywhere I use Zapier to send a deal and contact info into Pipedrive I have two functions; * CREATE PERSON IN PIPEDRIVE * CREATE DEAL IN PIPEDRIVE However these don't merge the person to the deal - how do you achieve this please? Thanks
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Job title field not visible in Zapier
In Pipedrive, contacts now have a default field called "Job title". We replaced the respective custom field we had before by the default field, to not have two fields for the same information. Now I found that this "Job title" field is not accessible from Zapier. When I try to "Find or Create a Person" from a Zap, the Job…
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Weekly Reports with Zappier
Hi, I wanted to know if it´s possible to make a Zap that sends a weekly report of the active deals in Pipedrive. It would take the deals in a specific stage, and send an email with all of their information. Is this possible? Thank you, Matias.
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Todoist Integration
Anyone working on a Todoist integration directly with Pipedrive? It's been my task manager of choice for the last 6 years. I've tried Asana recently but it didn't fit my needs. I'd like it to Todoist to be able to mirror and sync with Pipedrive so I can complete a task in either app. I know it'll be difficult to get…
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Help Updating Deals in Airtable via Zapier
Hello, Has anyone been able to mass update deals automatically via Zapier into Airtable (or other software?) I've got a zap set up to bring new deals into my Airtable pipeline. However, when I update existing deals in PD it doesn't automatically update in AT. I've set up an "Update Deals" zap but it seems I need to create…
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Challenge for lead assignation using round robin
We are working with a startup that is integrating leads from forms from social media (facebook, instagram) and creating deals in the CRM using the Pipedrive API. We have facing a challenge to assign the leads to 3 branches, each one with 6-7 users, using round robin, but there are some limitations to follow: 1.- All leads…
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Send Notes from Slack to Deal/Person/Org in Pipedrive
Has anyone figured out how to do this? I tried it using Automate.io + a custom Slack workflow but it's not working. Basically, I want to send notes I share with my team via Slack directly to Pipedrive and not have to log in each time to add notes I already shared in Slack.
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Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
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Birthday Filter
I am trying to create a filter for contacts that I can run each month to show everyone who has upcoming birthdays. The issue I am running into is that the majority of the birthdays I have include the year. So if I put a filter for birthdays this month - it only pulls the contacts who have the year as 2020 on their…