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Trello
Trello

Discussion on Trello, a tool that offers boards, lists, and cards for you to organize and prioritize your projects.

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Pipedrive Developer Platform update: App panels got interactive!

Hi everyone,

We’ve heard both from app creators and our customers that the app panels are too static and that it’s not straightforward to invoke actions to create content for the panels from there. Other pain points were the lack of object and field-specific actions and static panel error state.

Our latest updates to app extensions aim to address these shortcomings and enable you to provide a better experience to our mutual users.

What changed?

1. Main app action visible on the panel

We brought global app actions closer to users by displaying them straight on the app panel. It’s... (More)

New: Create cards, lists and boards in Trello from Pipedrive using Workflow Automation ⚙️ 🗒

What?

We’ve made some major updates in the Pipedrive Trello integration to streamline your work processes within both tools:

  • Create cards, lists and boards in Trello from Pipedrive using Workflow Automation
  • Use Trello-related templates in Pipedrive Workflow Automation
  • Choose which Pipedrive fields to display under linked items on Trello cards (PD default fields, custom fields, notes or activities)

For whom?

Trello users that have an associated Pipedrive account can use the integration.

🧠 Learn all about the Pipedrive integration for Trello from our Knowledge Base tutorial in your preferred language.

🔔 Follow What’s New? to get notified about all new... (More)

Join the Pipedrive Roundtable! (This Friday, 2nd of April, 08:30 PST / 17:30 CEST)

Join our Roundtable for Tips and Tricks on Friday, April the 2nd at 08:30 - 09:30 PST / 17:30 - 18:30 CET!

Friday, every two weeks, we get together to improve our Pipedrive Skills!

For an invite, send an E-Mail to jeremy.gulley@strategtech.com or j.lubahn@the-platform-group.com.

Topics may include:

  • Caller/Phone Apps
  • Effective mass Emailing of Leads/Deals
  • Insights
  • Lead Gen Apps
  • More Automations!

It started with @Salahdin Mabtoul, Khalid Elamri, @Jeremy Gulley, @Suzanne Van de Ven and we are growing thanks to @Luke Martyn joining last time and hopefully, many more joining us over the next few meetings!

Again,... (More)