Hi there! Dmitrii from Pipedrive here. I’m excited to share that our brand-new Mailchimp integration is now available in beta! It supports two-way contact sync and makes it easier to set up automated communication with your clients. Availability is limited for now—if you're the admin of your company account and want early…
HelloSend now brings Call, SMS, and WhatsApp messaging right inside Pipedrive — no tab switching, no missed conversations. ✅ Click-to-call directly from contact view ✅ Send/receive SMS & WhatsApp messages ✅ Bulk campaigns and automated workflows ✅ Logs all messages and calls in Activities ✅ Use your own Twilio number for…
Never miss a follow-up again! 🚀 With HelloSend, you can automate SMS and WhatsApp follow-up messages based on your CRM workflows — saving time while keeping your conversations personal and timely. ✅ Auto-send messages after form fills, missed calls, or deal stage updates ✅ Use smart templates that feel human, not robotic ✅…
I am trying to use the automation feature. When I get my first lead it comes from the same email. then switches to regular email after first automation back to customer. How do I set up automation with same email that comes in asking the same question? more then once? It only executed this one time.
I found older documentation that https://api.pipedrive.com/v1/dataExports was how we could use the API to export data backups. Was this removed, changed, or moved to v2? I cannot find it anywhere. I am trying to use Zapier to backup our databases daily to Google Shared Drive if this connector is still available. I know 3rd…
In the future, if any issue occurs, we kindly request that your support team inform us and also email the account holder. This will help us keep our customers informed on time.
I’m automating the management processes, but the automations that I created and started sometimes replicate the action several times, but I can’t explain why. The instant condition is to change the label to the customer , the two next actions, with 2 days delay are the forwarding of a preset email and the creation of an…
Hi people, before the community desappear….(wrong desition of course) Anyone know how can we find the URL of a deal "by system" (not by hand coping it from the browser) ? I need to add that URL to an email template. Adding that URL to a field and than call the field inside the template can work, but the URL is not offered…
Hey Pipedrive Community 👋 I'm currently designing an automated post-sales claims module in Pipedrive for a heavy machinery company , and I’d love to validate the approach or gather new ideas from the community. The current structure includes: A deal marked as “Won” triggers the creation of a Project using a structured…
Lots of my automations are like AND stage is ="Pending" AND stage is "Draft" AND stage is "xyz" If we had the option like available in Jira we could categories stages and then I could simply do If stage_category is "pre-signature" then it would be a catch all for multiple stages. Or if pipeline stages were ordered I could…
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