Hey Pipedrive Community, This is Dan from gogol.chat, and we're thrilled to introduce our AI assistant crafted specifically for Pipedrive CRM. We're eager to hear your thoughts on how AI can elevate your CRM experience. Our assistant currently handles: Q&A for Pipedrive data. Dynamic UI based on your queries. Task and…
Hi, I would like to create a ZAP where I automatically create an activity linked to a project based on a new form answer. I did not see "project" in the integration and I have tried to enter it in the deal field but i does not seem to work. Any way around that could work ? Thank you !
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
In our application, we have an integration with Pipedrive, and we've observed that Pipedrive continues to send invalid webhooks to us. This typically happens when a customer disconnects their Pipedrive account or for other similar reasons. To address this, we return a 400 Bad Request status code to stop the webhook…
Hi Pipedrive Community! Are you looking to streamline your quoting, estimating, and proposal processes directly within Pipedrive? Look no further! Introducing Extraflow, the ultimate solution designed to integrate seamlessly with Pipedrive and enhance your workflow. Key Features of Extraflow: Seamless Integration with…
Has anyone been able to create a client portal on pipedrive? We are a lead generation company for service businesses and i would like to give our clients a space where they can log in and view activity, appointments, send requests and ask questions thanks so much in advance!
We have a multiple option custom field on pipedrive and I need the numeric ids to map on zapier. Not sure how to find it.
Hello, will there be an Sage 50 integration in the future, or does anyone have experience with third-party solutions? Thanks in advance!
I currently have an automation set up where two follow-up emails are sent if a contact in a deal doesn't book a call. For the third follow-up, I'd like to send a WhatsApp message using Twilio, but I can't find a straightforward way to integrate this into the automation. Has anyone successfully done this, and if so, what…
We're in the finance sector supporting UK businesses in the main with lending across different products. We use Creditsafe to pull through reports on prospects and clients. Pipedrive is primarily used as our CRM system to track our deals, also for email campaigns.
It looks like you're new here. Sign in or register to get started.