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Tips & Tricks
Tips & Tricks
  • Got an interesting workaround or fun tip? This is the place to share them.
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Pipedrive ja ERPLY

Kas on keegi kuskil näinud integratsiooni neile? Kliendiandmed omavahel synci.

Change notes in the activity (in bulk)

Kann man die Notizen bei den Aktivitäten in Massen verändern?
Kann man die Notizen bei den Aktivitäten in Massen verändern?

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. 

Pipedrive / Excel Sync

Hi everybody, 

I'm looking for the smartest way to auto sync different pipedrive filter views (ALL, Segments, Target groups) to excel files. What's the best solution for this task?