If you use Gmail to manage your customer conversations and often find yourself switching between your Gmail and Pipedrive tabs, adding the Pipedrive Gmail add-on to your workflow can help you save time by allowing you to seamlessly track and update Pipedrive data directly in Gmail. 
Displaying in the side panel of your Gmail tab, the Pipedrive Gmail add-on adds valuable sales context to your emails by giving you a quick overview of the ongoing deals and activities you have with a contact person. You can also add new contacts, create new deals and add and complete activities and have them automatically populate your Pipedrive account.
<hr>
<h2>
<a name="installing-the-add-on"></a>Installing the add-on </h2>
To get started, head over to the <a href="https://gsuite.google.com/marketplace" target="_blank">Google Workplace Marketplace</a> and search for the add-on called Pipedrive CRM. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-04-21%20at%2016.12.54.png" data-image="13538" alt="Google Workplace Marketplace"></figure>
You can also click on the "Get add-ons" button on the right side of your mailbox and search for the Pipedrive add-on from there.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-02-02_at_12.20.30_PM.png" alt="Screen_Shot_2021-02-02_at_12.20.30_PM.png" width="300" height="388" data-image="yrznmpm9p25o"></figure>
 Once you click on "Install", you will be prompted to give permission to Pipedrive to access your Google account and start installing the app.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-03-03_at_3.50.20_PM.png" alt="Screen_Shot_2020-03-03_at_3.50.20_PM.png" width="700" height="454" data-image="61lovpmq1a5c"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-03-03_at_3.53.13_PM.png" alt="Screen_Shot_2020-03-03_at_3.53.13_PM.png" width="401" height="312" data-image="82kigl9ggcqk"></figure>
When the add-on has been installed, you will see it in your Gmail sidebar. You will be asked to log in to your Pipedrive account if it's the first time using the add-on. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_1.12.39_PM.png" alt="Screen_Shot_2020-02-18_at_1.12.39_PM.png" width="399" height="541" data-image="1pd9pssri9i1"></figure>
<hr>
<h2>
<a name="managing-your-contacts"></a>Managing your contacts </h2>
You can start managing your email contacts when the add-on has been successfully added. When you click on an email thread, information related to the associated email address will show up in the add-on side panel. If the contact doesn't exist in Pipedrive yet, you can quickly add them without leaving the email tab. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_2.51.35_PM.png" alt="Screen_Shot_2020-02-18_at_2.51.35_PM.png" width="601" height="327" data-image="kin40ct38h4u"></figure>
After the contact person has been added to Pipedrive, you will see options to view that contact in Pipedrive and edit the person contact's name, email, phone number and linked organization. You will also see any <a href="https://support.pipedrive.com/en/article/deals-what-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>, <a href="https://support.pipedrive.com/en/article/activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activities</a>, or notes linked to that contact person. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_3.35.09_PM.png" alt="Screen_Shot_2020-02-18_at_3.35.09_PM.png" width="600" height="632" data-image="hxjw6pajzj7g"></figure>
<hr>
<h2>
<a name="adding-deals"></a>Adding deals</h2>
Adding new deals or activities can easily be done from the contact's side panel. When adding a deal, you can enter the deal's title and value and select a pipeline stage for the deal to be entered into.
<figure><img src="https://kb-cms.pipedriveassets.com/Feb-18-2020_17-41-47.gif" alt="Feb-18-2020_17-41-47.gif" width="598" height="669" data-image="1wt45prfoavs"></figure>
 The deal will automatically show up in your Pipedrive account once it has been added. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-02-18_at_5.48.36_PM.png" alt="Screen_Shot_2020-02-18_at_5.48.36_PM.png" width="600" height="355" data-image="15b88nvhfbew"></figure>
<hr>
<h2>
<a name="adding-and-viewing-activities"></a>Adding and viewing activities</h2>
In the contact panel, you can add and view any upcoming activities planned with that contact person. When adding an activity, you can log the new activity's type, subject, date and time and add any linked deals or organizations.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-02-24_at_18-13-58.gif" alt="Screen_Capture_on_2020-02-24_at_18-13-58.gif" width="599" height="744" data-image="xsc7djsnfz4z"></figure>
 Where can I see all upcoming activities? 
If you have no email threads opened, your Pipedrive add-on will show you all of the activities you have planned for today. Here, you can view and edit the activity's details or mark it as done. 
<figure><img src="https://kb-cms.pipedriveassets.com/todaysactivities.gif" alt="todaysactivities.gif" width="597" height="465" data-image="c2b4kl7ecape"></figure>
<h2>
<a name="schedule-meetings"></a>Schedule meetings </h2>
If you use the <a href="https://support.pipedrive.com/en/article/scheduler" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004426725">Scheduler feature</a> to book meetings with your clients, you can now easily do so directly from your email composer. 
To insert a Scheduler link to an email, open up an email and click on the Pipedrive icon in the email composer. You will be able to select and add one of your general availability links so your clients can seamlessly book activities that sync to your Pipedrive calendar. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-01_at_11.50.41_AM.png" alt="Screen_Shot_2020-04-01_at_11.50.41_AM.png" width="600" height="233" data-image="nmgzifqzvobo"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-04-01_at_11.52.33_AM.png" alt="Screen_Shot_2020-04-01_at_11.52.33_AM.png" width="401" height="274" data-image="wvtv6z0v8lyr"></figure>
Clicking on "Manage availability" will bring you to Pipedrive to update your Scheduler availabilities.

Pipedrive Gmail add-on

installing-the-add-on

Installing the add-on

managing-your-contacts

Managing your contacts

adding-deals

Adding deals

adding-and-viewing-activities

Adding and viewing activities

schedule-meetings

Schedule meetings

<div class="support-note success primary">Note: This article refers to the Google Calendar Sync, a previous feature in Pipedrive. For information on the more-recent calendar sync feature, click <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">here</a>. To connect your external calendar with the recent calendar sync feature, simply disconnect and reconnect your current calendar sync.</div>
 Everybody knows Google is an excellent source for managing both your personal and business life. Syncing with Google Calendar can bring several benefits to your Pipedrive workflow, like making your Pipedrive activities visible through Google Calendar and vice versa. Syncing Pipedrive activities with Google Calendar
<div class="support-note success primary">Note: You will first want to make sure your Google account is connected to Pipedrive.</div>
 
Once you have connected your Pipedrive account with your Google account, you can sync your account with Google Calendar:
<ul>
<li>Go to Settings &gt; Customize &gt; Personal &gt; Connections &gt; Google Calendar.</li>
<li>
Enable Google Calendar Sync to sync Pipedrive with Google Calendar.</li>
<li>In the Sync with the following calendar area, choose your intended Calendar from the dropdown.</li>
</ul>
<div class="support-note success primary"> Note: We recommend creating your own Pipedrive tasks calendar in Google to avoid any confusion with any of your existing Google Calendars.To learn how to create a separate calendar in Google, click <a href="https://support.google.com/calendar/answer/37095?hl=en" target="_blank">here</a>.</div>
<ul>
<li>
Sync all events between Google Calendar and Pipedrive: If you select this option when connecting your Google Calendar to Pipedrive, it gives you the option to add Pipedrive activities through Google Calendar rather than through Pipedrive. With this option, you can easily see all of your activities in one place while adding your sales activities, and this helps you keep from double-booking. However, you cannot associate your Activities with any deal, contact, or organization in Pipedrive through Google. Instead, you'll see a plain and simple "Task" that you can later associate with a deal, contact, or organization.</li>
<li>
Only sync events added from Pipedrive: If you select this option, nothing you add to Google Calendar will ever be populated within Pipedrive. Instead, adding activities in Pipedrive will add events in Google Calendar. However, once an activity that's been added through Pipedrive is populated in Google Calendar, you can make changes through Google directly – like changing the time of the event – and it will update Pipedrive with the change.</li>
</ul>
Click "Save" to sync Pipedrive with your Google Calendar.
<div>You may also wish to click the "Upload unsynced activities" button that appears in the top-right corner to sync all previously existing activities with Google. If you do not, only the activities added from now on will be synced with your Google Calendar. Note: If you have Google Calendar events from prior to syncing to Pipedrive, those events will need to be edited in some way in Google Calendar before they can be recognized by Pipedrive and synced over to your account. </div>
What information will populate in Google Calendar?
When you create an event in Pipedrive, you'll have a good extent of information that will automatically populate into your Google Calendar event. But rather than talk about it, have a look for yourself!
A few things to remember:
<ul>
<li>The title of your Google Calendar event will default to the following formula: [Deal title] &gt; [Person] &gt; [Organization] &gt; [Activity subject].</li>
<li>Attachments added to either the Google Calendar or Pipedrive activities will not be added to the corresponding synced item.</li>
</ul>
As an example, if we create the following activity in Pipedrive... 
<figure><img src="https://kb-cms.pipedriveassets.com/Activity%20Example.png" data-image="20853"></figure>
 ...the corresponding synced Google Calendar event will look like this: 
<figure><img src="https://kb-cms.pipedriveassets.com/GCal_example.png" alt="GCal_example.png" width="600" height="457" data-image="h1fwdg03g4qp"></figure>

Syncing with Google Calendar

This is likely related to the <a href="https://support.pipedrive.com/en/article/syncing-with-google-drive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207290995">Google Drive</a> integration that you and your colleagues might have set up in Pipedrive. If you have uploaded a file to Pipedrive while having the Google Drive integration turned on, then it will be stored on your Google Drive. You and your colleagues will be able to open the files stored in Google Drive as long as: 
<ul>
<li>They also have the Google Drive integration turned on in Pipedrive.</li>
<li>The file is set to "Shared" in your Google Drive.</li>
</ul>
 If either of these criteria is not met, you and your colleagues will receive an error message.

Why do I get an error when I try to open a file?

With the Google Drive sync, you can use Google Drive as the storage location of your attachments and files uploaded to Pipedrive. You will also be able to create new Google documents inside Pipedrive and link existing ones from Google Drive to items (deals, people, organizations) in Pipedrive.
<div class="support-note success primary">Note: While attachments and files uploaded to your deals and contacts can be stored in Google Drive, email attachments are not stored in Google Drive. These are hosted on Pipedrive's own storage system.</div>
<hr>
<div>
<h2 style="text-align: justify">
Why use Google Drive? <a name="why-use-google-drive"></a></h2>
<ul>
<li>
Accessibility: If Google Drive sync is enabled, all files will be stored in Google Drive so they're accessible through the Pipedrive interface.</li>
<li>
Efficiency: The same file can be linked multiple times in Pipedrive, ensuring that the latest version of a document is always attached.</li>
<li>
Easy inline editing: Uploaded files can be converted to Google Docs, viewed and edited without having the download the file and open it with separate software.</li>
<li>
Easy inline creation: A new Google Doc can be generated inline.​</li>
</ul>

<hr>
<h2 style="text-align: justify">Syncing with Google Drive<a name="syncing-with-google-drive"></a></h2>
To sync your files with Google Drive:
<ul>
<li>Go to Personal preferences (click on your name at the top-right corner) &gt; <a href="https://app.pipedrive.com/settings/files" target="_blank">Google Drive</a> to access the sync options.</li>
<li>Select "Connect now" to connect your Google Drive account.</li>
<li>
Select "Yes" in the Use Google Drive option to enable the sync feature.
</li>
<li>Select whether to store Pipedrive files in a separate folder on Google Drive.</li>
<li>Select whether to enable the sharing of all Google Drive files with other Pipedrive users in your company.</li>
</ul>
</div>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-25%20at%203.13.24%20PM.png" data-image="13300"></figure>
<div><div class="support-note success primary">Note: When uploading files, you'll notice you have the option to "Share" option. This will allow any Pipedrive member of your company to have read and write access to all files attached to Pipedrive by default. </div>
You can use the following privacy settings in Google Drive: <ul>
<li>
View only: If you want all Pipedrive users to be able to view but not edit your files, set your file to "can view" or "can comment". "Can comment" will allow other users to be able to leave comments on your files.</li>
<li>
Private: If you'd like to keep specific files that are attached to deals private or read-only, you'll have to edit the sharing permissions within Google itself. In this case, files will still show in your file queue on Pipedrive, but others will not be able to open them.</li></ul>


<h2 style="text-align: justify">Adding new files<a name="adding-new-files"></a></h2><div class="support-note success primary">Note: Documents imported from or saved to Google Drive are stored in Google Drive and not Pipedrive. This means that if the file is removed from Google Drive, it will also be removed from Pipedrive. </div>
Go to the Upload files tab in the detail view of one of your deals, organizations, or people contacts. You'll see that, instead of only the "Upload from your computer" option that you had prior to enabling the Google Drive sync, you now have several options:
<ul>
<li>
Select from your computer: Upload a file directly from your computer, which keeps your file stored within Pipedrive, as well as migrate it over to Google Drive.</li>
<li>
Import from Google Drive: Add a file that's already living in Google Drive. Simply begin typing the name of your file in and, once found, select it.</li>
<li>
Create new: Create a file from scratch through Google Drive, automatically saving the file within both Pipedrive and Google Drive at once. <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-01-27_at_13.20.17.png" alt="Screenshot_2020-01-27_at_13.20.17.png" data-image="x8w2pwr6w7j7">
</li>
</ul>

If you have created or added a file through Google Drive, you can simply click on your file, and you can easily view or edit your file directly from Pipedrive, as well as allow other Pipedrive users to view or edit your file directly from Pipedrive.
</div>

Syncing with Google Drive

why-use-google-drive

Why use Google Drive?

syncing-with-google-drive

adding-new-files

Adding new files

Only one Google account can be connected to Pipedrive at a time. This connected Google account will be used for all Google integrations – Calendar, Contacts and Drive – for that user account. In order to connect a different Google account to Pipedrive, you must first disconnect the initial Google account sync.

Can I connect more than one Google account at a time?

Google Integrations

If you want to save your Unbounce leads in your Pipedrive, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<hr>
<h2>
<a name="you-will-need"></a>You will need</h2>
<ul>
<li>An <a href="http://unbounce.com" target="_blank">Unbounce account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account </a>
</li>
</ul>
<div class="support-note primary">
Note: You can also save Unbounce leads to Pipedrive as contacts, leads and other Pipedrive data. You can see the full list of integrations <a href="https://zapier.com/apps/unbounce/integrations/pipedrive" target="_blank">here</a>. </div>
<hr>
<h2>
<a name="getting-your-accounts-ready"></a>Getting your accounts ready</h2>
To connect your Unbounce account to Zapier, you will need an active Unbouce account and an active landing page. To get started with Unbounce, and for help creating your landing page, you can <a href="http://documentation.unbounce.com/hc/en-us/articles/203510184" target="_blank">go here</a>. For information on getting started with Unbounce on Zapier, <a href="https://zapier.com/help/how-get-started-unbounce-zapier/" target="_blank">go here</a>.
To link your Unbounce account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>.
<hr>
<h2>
<a name="connecting-your-accounts"></a>Connecting your accounts</h2>
<a href="https://zapier.com/zapbook/zaps/95/save-unbounce-leads-to-pipedrive/" target="_blank">Click here</a> to save Unbounce leads to Pipedrive.
<ul>
<li>Make sure you have created your landing page in Unbounce. Once you have, click "Continue".</li>
<li>Follow the directions on the next page to connect your Unbounce account to Zapier via Webhook. Once you have done this, click "Continue".</li>
<li>Choose your Pipedrive account from the list of accounts or connect a new account.</li>
<li>To connect a new Pipedrive account, you will need to plug in your personal API token, found by going to Settings &gt; Personal preferences &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="92h356x5ej7e"></figure>
 
<ul>
<li>Craft the title of the deal using Unbounce fields. Select the status of the deal and who the deal will be visible to. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=mSiehFfGa5wwcAayr57w77jFiV1mtH" alt="Create Deal" width="500" data-image="0tr0vm46i6in"></figure>
 
<ul>
<li>Click "Save + Finish". 
</li>
</ul>
Now, test the Zap to make sure it works. Once you're satisfied, your new Unbounce leads will be automatically added to your Pipedrive account.

Zapier: saving Unbounce leads to Pipedrive

you-will-need

You will need

getting-your-accounts-ready

Getting your accounts ready

connecting-your-accounts

Connecting your accounts

If you want to add your new Pipedrive deals to your MailChimp, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
You will need
<ul>
<li>A <a href="http://www.mailchimp.com" target="_blank">MailChimp account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account</a> </li>
</ul>
​
Getting your accounts ready
To connect your MailChimp account to Zapier, you must have an active MailChimp account and an active list. For more information on how to get started on MailChimp, including creating and managing a new list, you can start <a href="http://kb.mailchimp.com/binaries/content/assets/mailchimpkb/us/en/pdfs/mailchimp-quick-start-guide.pdf" target="_blank">here</a>. You can learn more about getting started with MailChimp on Zapier, <a href="https://zapier.com/help/mailchimp/#get-started-mailchimp" target="_blank">here</a>.
To link your MailChimp account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, check <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>. 
Connecting your accounts
<a href="https://zapier.com/zapbook/zaps/219/create-new-pipedrive-deals-from-mailchimp-subscribers/" target="_blank">Click here</a> to create new Pipedrive deals from MailChimp subscribers.
<ul>
<li>Choose your MailChimp account from the list of accounts or connect a new account.</li>
<li>Select the mailing list you would like to use from the drop-down. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=aV7bQa8nhHJnnbTQePoo828hZfGMfw" alt="Zapier MailChimp List" width="500" data-image="mzeusx0j4kkk"></figure>
 
<ul>
<li>Choose your Pipedrive account from the list of accounts or connect a new account.</li>
<li>To connect a new Pipedrive account, you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="rsmkd8nqaco2"></figure>
 
<ul>
<li>Craft the Title that you wish to use using fields from HubSpot. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=D1w5zyFqNt6fKK2JGLhPHQsehuzHgu" alt="Create Deal" width="500" data-image="rps3oaqbfvgv"></figure>
 
<ul>
<li>Click "Save + Finish". </li>
</ul>
Now, test the Zap to make sure it works. Once you're satisfied with the results, new MailChimp subscribers will be added to your Pipedrive as deals.
Note: If you ever want to change this Pipedrive and MailChimp integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like. You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a> and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/mailchimp" target="_blank">Pipedrive and MailChimp</a>.

Zapier: creating new Pipedrive deals from Mailchimp subscribers

Zapier is a user-friendly web service that allows you to automate actions between different web apps you use every day. Creating Zaps between your apps saves time, automating many of the manual tasks you complete daily. 
Using Zapier to connect Pipedrive with another app will allow you to automatically create or update data such as deals, contacts and leads based on activity that occurs in other tools you use every day. Pipedrive activity can also be used as triggers to update data in other apps.
<hr>
<h2>
<a name="connecting-pipedrive-to-zapier"></a>Connecting Pipedrive to Zapier</h2>
In order to start using Zapier, you will need to connect your Pipedrive account to your Zapier account. Once it has been authenticated, you can start creating Zaps between Pipedrive and your apps.
In your Zapier account, hover over the left-hand sidebar and select "My Apps". You can then search for and select Pipedrive.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2021-01-20_at_11-35-25.gif" alt="Screen_Capture_on_2021-01-20_at_11-35-25.gif" data-image="elcn5fjnzdmo"></figure>
You will then be directed to an authentication page where you can read through Pipedrive's permission request to access your data. Select the Pipedrive company you would like to connect to Zapier and click "Continue to the app". Once you have read through the permissions, click "Allow and Install".
If your account is connected successfully, you should see it in Zapier under My Connections.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2021-01-20_at_11.31.59.png" alt="Screenshot_2021-01-20_at_11.31.59.png" width="1046" height="284" data-image="kjmux6ogc54x"></figure>
<hr>
<h2>
<a name="popular-zaps"></a>Popular Zaps</h2>
Pipedrive users often benefit from any of the following popular Zaps. 
<h3>Centralize your Contacts<a name="centralize-your-contacts"></a></h3>
<h3>Capture Leads and Deals<a name="capture-leads-and-deals"></a></h3>
<h3>Get Notifications and Alerts<a name="get-notifications-and-alerts"></a></h3>
<h3>Track Action Items<a name="track-action-items"></a></h3>
<h3>Miscellaneous<a name="miscellaneous"></a></h3>

Zapier: What it is and how to use it

connecting-pipedrive-to-zapier

Connecting Pipedrive to Zapier

popular-zaps

centralize-your-contacts

Centralize your Contacts

capture-leads-and-deals

Capture Leads and Deals

get-notifications-and-alerts

Get Notifications and Alerts

track-action-items

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If you want to add your new Pipedrive contacts to your MailChimp, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<h2>You will need<a name="you-will-need"></a></h2>
<ul>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://www.mailchimp.com" target="_blank">MailChimp account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account</a>
</li>
</ul>
<hr>
<h2>Getting your accounts ready<a name="getting-your-accounts-ready"></a></h2>
To connect your Pipedrive account to Zapier, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>.
To link your Pipedrive account to MailChimp, you must have an active MailChimp account and an active list. For more information on how to get started on MailChimp, including creating and managing a new list, you can <a href="http://kb.mailchimp.com/binaries/content/assets/mailchimpkb/us/en/pdfs/mailchimp-quick-start-guide.pdf" target="_blank">start here</a>. You can learn more about getting started with MailChimp on Zapier, <a href="https://zapier.com/help/mailchimp/#get-started-mailchimp" target="_blank">here</a>.
<hr>
<h2>Connecting your accounts<a name="connecting-your-accounts"></a></h2>
<a href="https://zapier.com/zapbook/zaps/218/send-pipedrive-contacts-to-mailchimp-subscribers/" target="_blank">Click here</a> to send Pipedrive contacts to your MailChimp subscribers.
<ul>
<li>Choose your Pipedrive account from the list of accounts or connect a new account.</li>
<li>To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account.</li>
<li>Choose your MailChimp account from the list of accounts or connect a new account.</li>
<li>Select the mailing list you would like to use from the dropdown and insert the Pipedrive field for the email that you would like to use. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=P3QcrgeasznLRy8Si2cgXvs6nIbYgA" alt="Zapier MailChimp List" width="500" data-image="uvuo5ddaybqn"></figure>
 
<ul>
<li>Click "Save + Finish". </li>
</ul>
Nowm test the Zap to make sure it works. Once you're satisfied, your newly-added contacts in Pipedrive will be added to your MailChimp as subscribers.
<div class="support-note success primary">Note: If you ever want to change this Pipedrive and MailChimp integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like.</div>
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a> and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/mailchimp" target="_blank">Pipedrive and MailChimp.</a>

Zapier: Sending Pipedrive contacts to Mailchimp subscribers

If you want to receive notifications for new Pipedrive deals on your Gmail, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<h2>You will need<a name="you-will-need"></a></h2>
<ul>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://mail.google.com" target="_blank">Gmail account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account </a> </li>
</ul>
<hr>
<h2>Getting your accounts ready<a name="getting-your-accounts-ready"></a></h2>
To connect your Pipedrive account to Zapier, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>.
To link your Pipedrive account to Gmail, you will need a valid Gmail account. You can learn more about getting started with Gmail on Zapier, <a href="https://zapier.com/help/gmail/#how-get-started-gmail-zapier" target="_blank">here</a>. 
<hr>
<h2>Connecting your accounts<a name="connecting-your-accounts"></a></h2>
<a href="https://zapier.com/zapbook/zaps/204/automatically-email-new-pipedrive-crm-leads/" target="_blank">Click here</a> to automatically send Gmail emails about new Pipedrive deals.
<ul>
<li>Choose your Pipedrive account from the list of accounts or connect a new account.</li>
<li>To connect a new Pipedrive account, you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account.</li>
<li>Choose your Gmail account from the list of accounts, or connect a new account.</li>
<li>Using Pipedrive fields, craft the To, Subject and Body for your Gmail message. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=9a4wcfX2TNol3blACj18FPDh5CeUgt" alt="Send Email" width="500" data-image="juh5i33ohgp2"></figure>
 
<ul>
<li>Click "Save + Finish".</li>
</ul>
 Now, test the Zap to make sure it works. Once you're satisfied, new deals on Pipedrive will be sent to your Gmail automatically.
<div class="support-note success primary">Note: If you ever want to change this Pipedrive and Gmail integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like.</div>
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a> and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/gmail" target="_blank">Pipedrive and Gmail</a>.

Zapier: Sending Gmail emails about new Pipedrive deals

If you want to add data from your Google Sheets directly to your deals in Pipedrive, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<h2>You will need<a name="you-will-need"></a></h2>
<ul>
<li>A <a href="https://docs.google.com/" target="_blank">Google Docs</a> account</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account </a>
</li>
</ul>
<h2>Getting your accounts ready<a name="getting-your-accounts-ready"></a></h2>
To connect your Google Sheets to Zapier, make sure you have created a new sheet for this purpose. You can learn more about getting started with Google Sheets on Zapier, <a href="https://zapier.com/help/google-sheets/#how-get-started-google-sheets-zapier" target="_blank">here</a>.
To link your Google Sheets account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>. 
<h2>Connecting your accounts<a name="connecting-your-accounts"></a></h2>
<a href="https://zapier.com/zapbook/zaps/1516/save-new-rows-in-google-sheets-as-new-deals-in-pipedrive/" target="_blank">Click here</a> to save new rows in Google Sheets as new deals in Pipedrive.
<ul>
<li>Choose your Google Sheets account from the list of accounts or connect a new account.</li>
<li>Choose the Spreadsheet and the Worksheet you wish to use. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=KXMJ5qmwH4piFKBkBZXiTbMFu2cTog" alt="Google Sheets pages" width="500" data-image="kp1kiq7m1kwh"></figure>
 
<ul>
<li>Choose your Pipedrive account from the list of accounts or connect a new account.</li>
<li>To connect a new Pipedrive account, you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="pl7e53tiup7h"></figure>
 
<ul>
<li>Craft the Title that you wish to use using fields from Google Sheets. Select the Status of the deal. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=prqeWtXdhTVboX0Hfic4Yx2jZNIwrm" alt="Create Person" width="500" data-image="998o1z0gdr1x"></figure>
 
<ul>
<li>Click "Save + Finish" 
</li>
</ul>
Now, just test the Zap to make sure it works. If you're satisfied, then new data entered on your Google Sheets document will be added as new deals in your Pipedrive account.
<div class="support-note success primary">Note: If you ever want to change this Pipedrive and Google Sheets integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like.</div>
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a> and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/google-sheets" target="_blank">Pipedrive and Google Sheets</a>.

Zapier: saving new rows in Google Sheets as new deals in Pipedrive

With the help of Zapier, you can easily alert yourself and your team of new Pipedrive deals in any Slack channel of your choosing. 
You will need
<ul>
<li>A <a href="https://zapier.com/" target="_blank">Zapier account</a>
</li>
<li>A <a href="https://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="https://slack.com/" target="_blank">Slack account</a> with an active form ​</li>
</ul>
Getting your accounts ready
<ul>
<li>Make sure your <a href="https://support.pipedrive.com/hc/en/articles/206743479" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206743479">Pipedrive account is connected to Zapier</a>.</li>
<li>For Slack, have your account info handy to provide it. 
</li>
</ul>
Integrating Pipedrive with your Slack channel
Now, we create a new Zap that connects your Slack channel to your Pipedrive account and automatically creates new notifications from Pipedrive deals. Just click the "<a href="https://zapier.com/zapbook/zaps/217/get-notifications-in-slack-of-new-pipedrive-deals/" target="_blank">Use this Zap</a>" button to get started.
Then, you will need to connect your Slack account. After clicking on "Connect", you’ll have the chance to select your Slack team if you’re already signed in or you can enter your team name and account details to connect. 
<figure><img src="https://kb-cms.pipedriveassets.com/Zapier%204.png" data-image="20848"></figure>
 You’re almost done. All that’s left is to match up the information from your Slack form to the lead fields in your Pipedrive account. We have already gone ahead and selected the general channel in Slack, as well as the title of the deal to populate the notification. However, you can add just about anything you like from your Pipedrive deal to the notification. 
<figure><img src="https://kb-cms.pipedriveassets.com/Zapier%20-%20Slack.png" data-image="20849"></figure>
 Once you’ve got everything from your form linked to the correct Pipedrive fields, click the button on the bottom to finish making your Zap. 
<figure><img src="https://kb-cms.pipedriveassets.com/Zapier%20-%20slack%202.png" data-image="20850"></figure>
 With most of the work done, you can now test the Zap to ensure that everything is connected the way you wanted. Once the tests are done, go check your Slack channel and make sure the new deal was added correctly. If so, you’re all set and Zapier will now automatically create new Slack notifications anytime you have brand new Pipedrive deals.
If you ever want to change your Pipedrive and Slack integration or would like to automate anything else with Zapier, just go to <a href="https://zapier.com/" target="_blank">http://zapier.com</a>, log in to your account and tweak anything you’d like.

Zapier: Get notifications in Slack of new Pipedrive deals

If you want to create deals in Pipedrive for each new Wufoo form submission, you can do that using <a href="http://zapier.com" target="_blank" rel="noreferrer noopener">Zapier</a>. 
<a name="C1IamCs"></a>You will need
<ul>
<li>A <a href="http://www.wufoo.com/" target="_blank" rel="noreferrer noopener">Wufoo account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank" rel="noreferrer noopener">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank" rel="noreferrer noopener">Zapier account </a>
</li>
</ul>
<a name="C2IamCs"></a>Getting your accounts ready
To connect your Wufoo account to Zapier, make sure you have <a href="http://help.wufoo.com/articles/en_US/SurveyMonkeyArticleType/Getting-Started-With-Wufoo" target="_blank" rel="noreferrer noopener">created a form on Wufoo</a>. You can learn more about getting started with Wufoo on Zapier <a href="https://zapier.com/help/how-get-started-wufoo/" target="_blank" rel="noreferrer noopener">here</a>.
To link your Wufoo account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank" rel="noreferrer noopener">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank" rel="noreferrer noopener">here</a>. 
<a name="C3IamCs"></a>Connecting your accounts
<a href="https://zapier.com/zapbook/zaps/147/create-pipedrive-deals-via-wufoo-form/" target="_blank" rel="noreferrer noopener">Click here</a> to create Pipedrive deals via Wufoo form.
<ul>
<li>Choose your Wufoo account from the list of accounts or connect a new account.</li>
<li>Enter your Wufoo login email, password and account name and click "Save + Continue". 
</li>
</ul>
<figure><img src="https://zapier.cachefly.net/storage/photos/a64b93b0553135756dfb273b6607d3fc.png" alt="Zapier Wufoo Setup" width="500" data-image="pp6cpmhplahc"></figure>
 
<ul>
<li>Select which form to use to create new Desk cases using the Form drop-down. 
</li>
</ul>
<figure><img src="https://zapier.cachefly.net/storage/photos/989c8b06ffa8680e2b3542b393fe8611.png" alt="Zapier Wufoo Form Select" width="500" data-image="oxfww8faso06"></figure>
 
<ul>
<li>Choose your Pipedrive account from the list of accounts or connect a new account.</li>
<li>To connect a new Pipedrive account, you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="wrp77zfnhvm5"></figure>
 
<ul>
<li>Craft the Title that you wish to use using fields from Wufoo. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=tXQqET88JFZErlbRSXUN0gy0HATyNE" alt="Create Deal" width="500" data-image="m9io57js6pvz"></figure>
 
<ul>
<li>Click "Save + Finish".</li>
</ul>
 Now, test the Zap to make sure it works. Once you're satisfied with the results, newly completed Wufoo submissions will be automatically added as new Pipedrive deals.
Note: If you ever want to change this Pipedrive and Wufoo integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank" rel="noreferrer noopener">your Zapier dashboard</a> and tweak anything you'd like. You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank" rel="noreferrer noopener">Pipedrive on Zapier</a> and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/wufoo" target="_blank" rel="noreferrer noopener">Pipedrive and Wufoo</a>.

Zapier: creating Pipedrive deals with Wufoo forms

If you want to add your new Gravity Forms submissions to your Pipedrive, you can do that using <a href="http://zapier.com" target="_blank" rel="noreferrer noopener">Zapier</a>. 
You will need
<ul>
<li>A <a href="http://www.gravityforms.com" target="_blank" rel="noreferrer noopener">Gravity Forms account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank" rel="noreferrer noopener">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank" rel="noreferrer noopener">Zapier account</a>
</li>
</ul>
Getting your accounts ready
To connect your Gravity Forms account to Zapier, you will need the Gravity Forms plugin with the Zapier add-on installed. You will also need a form created in Gravity Forms. To get started with Gravity Forms and for information on creating forms and installing the add-ons that you will need, <a href="https://www.gravityhelp.com/documentation/article/getting-started/" target="_blank" rel="noreferrer noopener">check here</a>. Information for getting started with Gravity Forms on Zapier can be <a href="https://zapier.com/help/gravity-forms/#how-get-started-gravity-forms" target="_blank" rel="noreferrer noopener">found here</a>.
To link your Gravity Forms account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank" rel="noreferrer noopener">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank" rel="noreferrer noopener">here</a>. 
Connecting your accounts
<a href="https://zapier.com/zapbook/zaps/203/create-pipedrive-deals-via-gravity-forms/" target="_blank" rel="noreferrer noopener">Click here</a> to create Pipedrive deals via Gravity Forms.
<ul>
<li>Follow the directions on the first step of the Zap to connect your Gravity Forms account to Zapier.</li>
<li>Choose your Pipedrive account from the list of accounts or connect a new account.</li>
<li>To connect a new Pipedrive account, you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="w4q5c8wrnx7l"></figure>
 
<ul>
<li>Craft the Title that you wish to use using fields from Gravity Forms. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jFoohrfpTRaqAZ67sNPle41opzJ51z" alt="Create Deal" width="500" data-image="zeccki9wo5dw"></figure>
 
<ul>
<li>Click "Save + Finish"</li>
</ul>
Now, test the Zap to make sure it works. Once you're satisfied with the results, a new Pipedrive deal will be created whenever your form is filled out.
Note: If you ever want to change this Pipedrive and Gravity Forms integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank" rel="noreferrer noopener">your Zapier dashboard</a> and tweak anything you'd like.
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank" rel="noreferrer noopener">Pipedrive on Zapier</a> and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/gravity-forms" target="_blank" rel="noreferrer noopener">Pipedrive and Gravity Forms</a>.

Zapier: creating Pipedrive deals with Gravity Forms

If you want to create Pipedrive deals from your HubSpot form submissions, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>. 
<h2>You will need<a name="you-will-need"></a></h2>
<ul>
<li>A <a href="http://www.hubspot.com" target="_blank">HubSpot account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account</a>
</li>
</ul>
<hr>
<h2>Getting your accounts ready<a name="getting-your-accounts-ready"></a></h2>
To connect your HubSpot account to Zapier, you will need an active HubSpot account. For help getting started with HubSpot, <a href="https://app.hubspot.com/start/" target="_blank">start here</a>. For more information about getting started with HubSpot on Zapier, <a href="https://zapier.com/help/hubspot/#how-get-started-hubspot-zapier" target="_blank">go here</a>.
To link your HubSpot account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>. 
<hr>
<h2>Connecting your accounts<a name="connecting-your-accounts"></a></h2>
<a href="https://zapier.com/zapbook/zaps/220/automatically-create-pipedrive-deal-from-hubspot-form-submission/" target="_blank">Click here</a> to automatically create a Pipedrive deal from HubSpot form submission.
<ul>
<li>Choose your HubSpot account from the list of accounts or connect a new account.</li>
<li>To connect a new HubSpot account, input your Hub ID in the pop-up window when prompted and click Authorize to allow Zapier access to your account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=vUAxpQDP4GoSZSvWhGTr0lewZbkI8t" alt="Hub ID" width="500" data-image="oasa35ai7arq"></figure>
 
<ul>
<li>Select your HubSpot Form Name. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=BN3XlEiztUqjGTKmfcLYOiYvpZ5hiV" alt="HubSpot Form Name" width="500" data-image="qwr16b10bejw"></figure>
 
<ul>
<li>Choose your Pipedrive account from the list of accounts or connect a new account.</li>
<li>To connect a new Pipedrive account, you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="gwh7ypwgok0m"></figure>
 
<ul>
<li>Craft the Title that you wish to use using fields from HubSpot. 
</li>
</ul>
<figure><img src="https://api.monosnap.com/rpc/file/download?id=Tl5Q9jDRijUMBQZVAD4WBDmqxgHnyi" alt="Create Deal" width="500" data-image="ovg9ikfdcq8g"></figure>
 
<ul>
<li>Click "Save + Finish".</li>
</ul>
 Now, test the Zap to make sure it works. Once you're satisfied, your new HubSpot form submissions will create corresponding Pipedrive deals.
Note: If you ever want to change this Pipedrive and HubSpot integration, just go to <a href="https://zapier.com/app/dashboard" target="_blank">your Zapier dashboard</a> and tweak anything you'd like.
You can also check out all that's possible with <a href="https://zapier.com/zapbook/pipedrive/" target="_blank">Pipedrive on Zapier</a> and other ways to connect <a href="https://zapier.com/zapbook/pipedrive/hubspot" target="_blank">Pipedrive and HubSpot</a>.

Zapier: creating new Pipedrive deals from HubSpot form submissions

If you want to add your newly scanned Contact+ business cards to your Pipedrive as a contact, you can do that using <a href="http://zapier.com" target="_blank">Zapier</a>.
<hr>
<h2>
<a name="you-will-need"></a>You will need</h2>
<ul>
<li>A <a href="http://www.fullcontact.com" target="_blank">Contact+ account</a>
</li>
<li>A <a href="http://www.pipedrive.com/" target="_blank">Pipedrive account</a>
</li>
<li>A <a href="http://zapier.com" target="_blank">Zapier account</a>​</li>
</ul>
<hr>
<h2>
<a name="getting-your-accounts-ready"></a>Getting your accounts ready</h2>
To connect your Contact+ account to Zapier, you will need a Contact+ account. To learn more about getting started with Contact+ on Zapier, <a href="https://zapier.com/help/doc/how-to-get-started-with-contacts-on-zapier" target="_blank">go here.</a>
To link your Contact+ account to Pipedrive, you will need an active Pipedrive account. If you are looking to familiarize yourself with Pipedrive, <a href="https://www.pipedrive.com/en/webinar?utm_campaign=1minute&amp;utm_medium=email&amp;utm_source=onboarding&amp;vero_conv=1003008476" target="_blank">check here</a>. You can find out about getting started with Pipedrive on Zapier <a href="https://zapier.com/help/pipedrive/#how-get-started-pipedrive" target="_blank">here</a>. ​
<hr>
<h2>
<a name="connecting-your-accounts"></a>Connecting your accounts</h2>
You can find the full list of integrations between Pipedrive and Contact+ <a href="https://zapier.com/apps/contacts-plus/integrations/pipedrive" target="_blank">here</a>. 
Choose your Contact+ account from the list of accounts, or connect a new account.
To connect a new Contact+ account, enter your Access Token in the appropriate field when prompted in the pop-up window. 
<figure><img src="https://api.monosnap.com/rpc/file/download?id=h3d4JkT4Cp6OT97NbAPKyemBWoRXoB" alt="FullContact Access" width="500" data-image="cfuadou23dr0"></figure>
 
Choose your Pipedrive account from the list of accounts, or connect a new account.
To connect a new Pipedrive account you will need to plug in your personal API token, found by going to Settings &gt; Personal preference &gt; <a href="/settings/api">API</a> in your Pipedrive account. 
<figure><img src="https://api.monosnap.com/rpc/file/download?id=jv5qKtTiR9pXBuYf2f80ygPQrqKUMo" alt="Pipedrive API" width="500" data-image="5wc1despq3gw"></figure>
 
The Zap will have default fields chosen for the Name field. If you wish to change this, you can do so from this screen. You can also choose to create a deal, lead, or organization rather than a person in PIpedrive. 
<figure><img src="https://api.monosnap.com/rpc/file/download?id=NIQIbtSeBaWjcaPVBlyfleM5fUaBqj" alt="Create Person" width="500" data-image="d7xfc5lucvud"></figure>
 
Click "Save + Finish".
 Now, test the Zap to make sure it works. Once you're satisfied with the results, newly scanned business cards in Contact+ will be added to Pipedrive as a new person.

Zapier: creating a new person in Pipedrive from a business card in Contacts+

<div class="support-note success primary">Note: To enable the integration, go to the Facebook Lead Ads page in our <a target="_blank" data-stringify-link="https://marketplace.pipedrive.com/app/facebook-lead-ads/1a12d9570720aa05" delay="150" data-sk="tooltip_parent" href="https://marketplace.pipedrive.com/app/facebook-lead-ads/1a12d9570720aa05" rel="noopener noreferrer">Marketplace</a> and follow the instructions to install the app.</div>
<a href="https://www.facebook.com/business/news/lead-ads-to-connect-with-people" target="_blank">Facebook Lead Ads</a> make it easy to connect with and expand on your audience. When someone clicks on your lead ad, their contact information from Facebook is automatically added to the lead ad form. 
Thanks to Zapier doing what they do best, you can easily transfer those Facebook Lead Ads submissions to Pipedrive as contact people. Custom fields are supported as well, so you can create custom filters to categorize the incoming people. 
<div class="support-note primary">
Note: You can also add new Facebook ad leads to Pipedrive as deals, organizations and leads. You can see the full list of options <a href="https://zapier.com/apps/facebook-lead-ads/integrations/pipedrive" target="_blank">here</a>. </div>
<hr>
<h2>
<a name="what-you-ll-need"></a>What you'll need</h2>
Here are some things to know before you begin this process.
<ul>
<li>You'll need Pipedrive, <a href="https://www.facebook.com/" target="_blank">Facebook</a> and <a href="https://zapier.com/" target="_blank">Zapier</a> accounts. To learn more about Zapier, click <a href="https://support.pipedrive.com/hc/en/articles/206743479-Zapier-101-What-it-is-and-how-to-use-it" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206743479">here.</a>
</li>
<li>Zapier’s Facebook Leads Ads Zap is a Premium app. To use it, you’ll need a Zapier <a href="https://zapier.com/app/pricing" target="_blank">paid plan</a>.</li>
<li>To complete this process, you'll set up a <a href="https://www.facebook.com/business/help/714656935225188" target="_blank">Lead Ad</a> in Facebook and <a href="https://zapier.com/zapbook/zaps/10180/add-new-facebook-ad-leads-as-people-on-pipepdrive/" target="_blank">create a connecting Zap</a> in Zapier, which will add new leads to your Pipedrive people list.</li>
</ul>
 Note: You can only add new Facebook leads to your People. Previously collected leads can't be passed over to Zapier or Pipedrive. Instead, <a href="https://www.facebook.com/business/help/977482022303376" target="_blank">export a CSV file</a> of any leads collected prior to setup and <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import</a> them to Pipedrive. 
<hr>
<h2>
<a name="setting-up-your-facebook-lead-ad"></a>Setting up Your Facebook Lead Ad</h2>
To ensure you collect the most useful information from leads, the fields included in your Lead Ad form should match the fields in your Pipedrive people profiles here. <a href="/settings/table_column/edit/people">You can customize your Pipedrive people fields here.</a> 
Before you begin creating your lead ads campaign, we advise having someone from your legal team review the questions you plan to ask on your form, as well as go over the <a href="https://www.facebook.com/policies/ads#lead_ads" target="_blank">lead ads policies</a> and <a href="https://www.facebook.com/ads/leadgen/tos" target="_blank">terms of service</a>. Once you're ready, make sure you also have:
<ul>
<li>
<a href="https://www.facebook.com/business/help/289207354498410" target="_blank">Access</a> to your business's Facebook Page</li>
<li>The URL to your business's privacy policy</li>
<li>An image for your ad 
</li>
</ul>
CAMPAIGN
<ul>
<li>Go to your <a href="https://www.facebook.com/ads/manage/" target="_blank">Ads Manager</a> or <a href="https://www.facebook.com/ads/manage/powereditor" target="_blank">Power Editor</a>. In Ads Manager, click "Create Ad" in the top right. In Power Editor, click "Create Campaign" in the top left.</li>
<li>Choose "Collect leads for your business" as your ad objective and choose the page from the dropdown menu. 
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/collect%20leads.png" data-image="20840"></figure>
<ul>
<li>Review the Lead Ad Terms of Service and click "Agree".</li>
<li>Enter a campaign name and click "Set Audience &amp; Budget". 
</li>
</ul>
AD SET
<ul>
<li>Choose the audience for your ads, such as location, interests, age and gender.</li>
<li>Set your budget, schedule, audience, placement, optimization, pricing and delivery type. You cannot target lead ads to people under the age of 18.</li>
<li>Once you've set your audience and budget details, click "Choose Ad Creative". 
</li>
</ul>
AD
<ul>
<li>Add text, images, or video for your ad. We recommend providing more context, as you'll be asking people to take a specific action. For more best practices, click <a href="https://www.facebook.com/business/help/435270316658768" target="_blank">here</a>.</li>
<li>Add a Call to Action button, and choose a conversion tracking pixel if necessary.</li>
<li>Under "What information do you want to collect from people?" click "Create New Form".</li>
<li>Give your form a name and select a language. Keep in mind that the language you choose here is the language your audience will view your form in.</li>
<li>Under "Show Advanced Options" you can choose to: Edit field IDs to change the column names for your data when you export your leads. This may be useful if your CRM requires specific column names to receive your leads. Include organic leads when you download your leads. Choose this to include leads from people who see the ad because they've been tagged in the comments or have completed a form when viewing an ad preview in Ads Manager or Power Editor.</li>
<li>Click "Next" and add a <a href="https://www.facebook.com/business/help/1664458123767694" target="_blank">context card.</a>
</li>
<li>Under "What information would you like to ask for?" note that full name and email address are already selected. More options can be selected if desired. You can also use this section to create <a href="https://www.facebook.com/business/help/774623835981457" target="_blank">custom questions</a>. 
<div> </div>
</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/lead_form2.png" data-image="20842"></figure>
<ul>
<li>When you're finished adding questions to a maximum of three, click "Next".</li>
<li>Add a link to your privacy policy and any additional disclaimers you may have, then click "Next".</li>
<li>Enter the website URL you wish people to go to after they complete your form, then click "Next".</li>
<li>Navigate through your form preview and make any necessary changes.</li>
<li>Click "Create form". 
</li>
</ul>
After you set up your lead ad, test it to see how it appears on desktop and mobile devices. For more information on how to set up and test your lead ads, take a look at Facebook's guides on how to <a href="https://www.facebook.com/business/help/397336587121938" target="_blank">create a lead ad</a>, <a href="https://www.facebook.com/business/help/1625047404403494" target="_blank">preview the ads</a> you create and Facebook's <a href="https://developers.facebook.com/tools/lead-ads-testing" target="_blank">lead ad testing tool</a>. 
<hr>
<h2>
<a name="categorizing-your-people"></a>Categorizing your people</h2>
In Pipedrive, filters can be created that will allow you to categorize your deals, people and organizations into manageable groups. Now may be a good time to create specific filters in Pipedrive that target some of the specific criteria you expect to receive from Facebook ad leads. <a href="https://support.pipedrive.com/hc/en/articles/206529689-Bulk-editing-filtering-The-List-View-#C4" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206529689">Learn more about how to create filters in Pipedrive here. </a>
<figure><img src="https://kb-cms.pipedriveassets.com/Filter%20details.png" data-image="20843"></figure>
<hr>
<h2>
<a name="configuring-your-zap-in-zapier"></a>Configuring Your Zap in Zapier</h2>
<a href="https://zapier.com/zapbook/zaps/10180/add-new-facebook-ad-leads-as-people-on-pipepdrive/" target="_blank">Click here to get this Zap</a> or in your Zapier account, add a Facebook Lead Ads Zap. Choose the Facebook page and Lead Ad form you want to use. 
You'll be able to select custom fields from your Lead Ad and match them with the custom fields you've created in Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/zapier1.gif" data-image="20844"></figure>
 
<div class="support-note primary">
Note: Your Facebook Lead Ads Zap will only pull lead data from the specific lead ad form associated with the Zap. To pass over lead data from a different Facebook Lead Ad form, set up a separate Zap.</div>
 For setup tips and instructions, read Zapier's <a href="https://zapier.com/help/facebook-lead-ads/" target="_blank">guide to Facebook Leads Ads.</a>

Zapier: Add new Facebook ad leads as people in Pipedrive

what-you-ll-need

What you'll need

setting-up-your-facebook-lead-ad

Setting up Your Facebook Lead Ad

categorizing-your-people

Categorizing your people

configuring-your-zap-in-zapier

Configuring Your Zap in Zapier

Zapier

<a href="https://monday.com/" target="_blank">monday.com</a> is a project management tool that allows you to create streamlined workflows and improve alignment in teams. You can plan, track, and manage your team's work all in one place. 
You can use this integration for Pipedrive to connect your CRM and your project management tool and make Pipedrive's deals, contacts, and activities part of your project management. Combining these two powerful tools will boost your productivity and save time.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/WWJ2eLmNMzf3LgRBj389FW.jpg" data-uuid="WWJ2eLmNMzf3LgRBj389FW" data-v="4" data-type="inline" data-image="phrslla8ocvo"></figure>
<hr>
<h2 style="text-align: justify"><a name="integration-set-up"></a>Integration set up</h2>
<ol><li>To set up the Monday integration with your Pipedrive account, go to the Pipedrive <a href="https://www.pipedrive.com/en/marketplace/" target="_blank">Marketplace</a>, search for Monday, and click on Proceed to Install. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-05%20at%2015.21.01.png" data-image="27323" width="558" height="111"> </li><li>You will be taken through an authorization flow, where Monday will ask for permission to access your Pipedrive data. Click Allow and Install to confirm the authorization.</li><li>Once you get to the success screen, you will be prompted to go to your monday.com account. <center></center></li>
</ol>
<hr>
<h2 style="text-align: justify"><a name="supported-pipedrive-columns"></a>Supported Pipedrive columns</h2>
Currently, the following Pipedrive fields are supported in the monday.com integration: 
Deal fields:
<ul><li>Organization</li><li>Contact person</li><li>Stage</li><li>Status</li><li>Value</li><li>Owner</li></ul>
Person fields:
<ul><li>Organization</li><li>Name</li><li>Email</li><li>Phone</li><li>Owner</li></ul>
Organization fields:
<ul><li>Name</li><li>Owner</li></ul>
Activity fields:
<ul><li>Activity type</li><li>Subject</li><li>Duration</li><li>Due date</li><li>Deal</li><li>Person</li><li>Organization</li><li>Owner</li></ul>
<hr>
<h2 style="text-align: justify"><a name="use-case-examples"></a>Use case examples</h2>
Never lose track of your Pipedrive activity in your Monday board. Whether it's a phone call, e-mail, meeting, or a new deal or contact entry in your Pipedrive account, everything will be automatically synced to your Monday account. 
The Pipedrive integration will allow you to create automations based on the following: 
<ul><li>When a new organization is created, create an item in Monday.</li><li>When a new activity is created, create an item in Monday.</li><li>When a new person is created, create an item in Monday.</li><li>When a new deal is created in this pipeline, create an item in Monday.</li></ul>
<figure><img src="https://kb-cms.pipedriveassets.com/monday_automations.png" data-image="25488"></figure>
After selecting your automation, choose which data from your Pipedrive account will be mapped into each column in Monday.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-10-06%20at%2017-45-42.gif" data-image="25489" height="305" width="400"></figure>
<div class="support-note success primary">Note: The sync between monday.com and Pipedrive will go one-way, from Pipedrive to Monday.</div>

Pipedrive Integration: Monday

integration-set-up

Integration set up

supported-pipedrive-columns

Supported Pipedrive columns

use-case-examples

Use case examples

<div class="support-note primary">
Note: Only Trello users that have an associated Pipedrive account can use the integration.</div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/Mf5yP6RwcVH7dRjYzgyNFW.jpg" data-uuid="Mf5yP6RwcVH7dRjYzgyNFW" data-v="4" data-type="inline" data-image="pjzyms9wsvx5"></figure>
While Pipedrive will help you understand where a lead is in your sales process, <a href="https://marketplace.pipedrive.com/app/trello/eeb19f125f9f5ff2" target="_blank">Trello</a> may be useful for tracking other tasks that may occur within specific stages in that process. Trello is a collaboration tool that organizes your projects into boards, telling you what is being worked on, who's working on it and where something is in process.
With the Pipedrive-Trello integration, you can sync your information between the two systems. You can auto-create cards based on your Pipedrive deals, as well as connect your deals, organizations and people to your Trello cards.
<figure><img src="https://kb-cms.pipedriveassets.com/unnamed.png" data-image="20856"></figure>
<hr>
<h2 style="text-align: justify">
<a name="setting-up-the-integration"></a>Setting up the integration</h2>
<div class="support-note primary">
Note: To enable this Power-Up, you will need both a Trello account and a Pipedrive account. </div>
To begin connecting Pipedrive to your Trello account, go to the Trello page in the <a href="https://marketplace.pipedrive.com/app/trello/eeb19f125f9f5ff2" target="_blank">Pipedrive Marketplace</a> and select "Proceed to install".
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_1.png" alt="Trello_1.png" width="600" height="108" data-image="6ewure1i6wlb"></figure>
You will be directed to a Trello page where you can then add Pipedrive as a Power-Up. Click "Add Power-Up" to continue.
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_2.png" alt="Trello_2.png" width="600" height="556" data-image="d22qbwgm4z9e"></figure>
From the dropdown menu, select the board you would like to connect to Pipedrive and click "Add" to proceed.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-06-03_at_14-17-37.gif" alt="Screen_Capture_on_2020-06-03_at_14-17-37.gif" width="1118" height="1239" data-image="jc2xf8qihddb"></figure>
You can then click "Go to board". This will direct you to your Trello board, where you should click on "Pipedrive" in your menu under Power-Ups. From the dropdown, click "Pipedrive" and "Authorize account". Then click "Link Pipedrive Account".
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-03-17%20at%2016-57-24.gif" data-image="12902" alt="Trello integration authorization"></figure>
A new window will now open where you can give Trello permission to connect with Pipedrive. To proceed, click "Allow and Install".
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_4.png" alt="Trello_4.png" width="599" height="626" data-image="y9ilqa4f28x3"></figure>
Now that it is installed, from your Trello board menu, click on the "Pipedrive Power-Up" and you should then see the option to Get permissions in Pipedrive. By clicking on this, you will be directed to a page that will allow Pipedrive to access your Trello account. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-03_at_12.39.27.png" alt="Screenshot_2020-06-03_at_12.39.27.png" width="300" height="181" data-image="5lx1rxjj4ejj"></figure>
Click "Allow" to give Pipedrive permission to access Trello. Your account is now connected and verified by Pipedrive and Trello allowing you to start using the integration.
<hr>
<h2 style="text-align: justify">
<a name="auto-create-pipedrive-field-settings"></a>Auto-create &amp; Pipedrive field settings</h2>
Setting up auto-create 
To set up auto-create, in your Trello board menu, select Pipedrive, and then Edit Power-Up Settings. You can then set up the rules for your board.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-07-06%20at%2012.06.31%20copy.png" data-image="22634" alt="auto create"></figure>
Setting up automatic card creation in Trello is based on three types of rules:
<ul>
<li>When a deal is added to Pipedrive</li>
<li>When a deal enters a pipeline stage</li>
<li>When a deal is marked as won or lost</li>
</ul>
You can choose any of the above, but only one rule can be set up per Trello board. Otherwise, you may end up with duplicate cards on the same board from similar rules set in the Power-Up.
Pipedrive field settings
By selecting "Pipedrive field settings" you can select up to twenty fields to show when you link a Pipedrive item.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-07-06%20at%2012.13.16.png" data-image="22635" alt="power up"></figure>
As the maximum amount of fields is twenty, you will need to untick items if you wish to add more fields when the twenty is reached.
<div class="support-note success primary">Note: If you select Activities or Notes, the three most recent items will be displayed. </div>
<hr>
<h2 style="text-align: justify">
<a name="app-action-and-the-app-panel"></a>App action and the app panel</h2>
You have a quick way to create Trello items such as boards, lists and cards from within Pipedrive. 
From the app panel on the left and side of your detail view, you can click the three dots "..." to open your options and create a card in Trello.
<figure style="max-width: 303px;"><img src="https://kb-cms.pipedriveassets.com/three%20dots%20trello.png" data-image="12911" alt="Three dots trello" width="303" height="328"></figure>
From the deal detail view, click the three dots "..." in the top right-hand corner and select "Create in Trello" from the dropdown menu. 
<figure><img src="https://kb-cms.pipedriveassets.com/Trello_6.png" alt="Trello_6.png" width="350" height="294" data-image="1higvzacoqv4"></figure>
This will open a new window where you can select the item type you wish to create in Trello.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-03_at_15.33.51.png" alt="Screenshot_2020-06-03_at_15.33.51.png" width="451" height="252" data-image="trurq8tukcax"></figure>
From Trello, you can also connect your cards to Pipedrive. Click on the card you would like to connect and, in the Power-Ups section, you can select "Pipedrive" and choose a deal to connect the card to. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-06-03_at_15-42-02.gif" alt="Screen_Capture_on_2020-06-03_at_15-42-02.gif" width="958" height="575" data-image="zpc5c76vst5n"></figure>
You will then see the card linked to your Pipedrive deal in your Trello <a href="https://support.pipedrive.com/en/article/app-panels" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002279278">App Panel</a>. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-03_at_16.10.15.png" alt="Screenshot_2020-06-03_at_16.10.15.png" data-image="ssm9rbbe9u43"></figure>
<hr>
<h2 style="text-align: justify">
<a name="visibility"></a>Visibility</h2>
<div class="support-note primary">
Note: Other Trello board members can make the board publicly visible or invite new members who can then view it.</div>
All members of a Trello board can see Pipedrive data on that board even if they do not have a Pipedrive account. The Trello board members without a Pipedrive account will not be able to add, edit, or delete any Pipedrive information.
If you delete the Trello app from Pipedrive, you will no longer see your Pipedrive data on your Trello board. In this case, you will need to re-authorize your account. After Trello has been deleted in Pipedrive, you will have a link in your related Trello cards where you can re-authorize your account.
<figure><img src="https://kb-cms.pipedriveassets.com/Trello%20re-authorize.png" data-image="12906" alt="Trello Re-authorize"></figure>
<div class="support-note success primary">Note: As different users can add cards to the same Pipedrive deal in Trello, each user will only see the data they have linked to the deal themselves.</div>
<hr>
<h2 style="text-align: justify">
<a name="trello-in-work-flow-automation"></a>Trello in WorkFlow Automation</h2>
It is also possible to use Pipedrive's <a href="https://support.pipedrive.com/en/article/workflow-automation">workflow automation feature</a>. When you are creating automation, you can choose Trello as one of your actions.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-28%20at%2014.51.01.png" data-image="22055" alt="Trello"></figure>
Once you have selected Trello as your action, you can select one of three possible events, creating a Trello board, list, or card.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-28%20at%2014.56.31.png" data-image="22058" alt="Trello duplicate"></figure>
You will then be able to choose what fields should be modified with this action.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-28%20at%2014.55.10.png" data-image="22057" alt="trello options 2"></figure>
Once your workflow automation has been triggered, your chosen event will take place in Trello.
Templates
It is also possible to use Trello with our <a href="https://support.pipedrive.com/en/article/workflow-automation-templates">workflow automation templates</a>. By going to Workflow automation &gt; Templates &gt; <a href="https://app.pipedrive.com/settings/automation/list?templates=create-in-trello">Create in Trello</a>, you will see three pre-made templates that you can use.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-06-28%20at%2015.12.01.png" data-image="22059" alt="Trello template"></figure>
<hr>
<h2 style="text-align: justify">
<a name="troubleshooting"></a>Troubleshooting</h2>
To troubleshoot the Trello integration, you can try reinstalling the app. When you reinstall the app, choose "Remove personal settings" before enabling the app again. 
<figure style="max-width: 322px;"><img src="https://kb-cms.pipedriveassets.com/Markup%202021-06-21%20at%2011.46.11.png" data-image="22656" alt="trello troubleshooting" width="322" height="202"></figure>

Pipedrive integration: Trello

setting-up-the-integration

Setting up the integration

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Auto-create & Pipedrive field settings

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App action and the app panel

visibility

Visibility

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Trello in WorkFlow Automation

troubleshooting

Troubleshooting

When using the <a href="https://support.pipedrive.com/article/pipedrive-integration-facebook-messenger" target="_blank">Facebook Messenger integration</a>, you may run into some issues that may prevent you from having a seamless conversation with your customers. We’ve provided a few troubleshooting tips in this article in case you run into any technical issues while using the Facebook Messenger integration. 
<hr>
<h2 style="text-align: justify">The Facebook Messenger integration was not completed successfully<a name="the-facebook-messenger-integration-was-not-completed-successfully"></a></h2>
You tried to integrate the Facebook Messenger app into your Pipedrive company account but got an error message at the end of the installation flow. 
Someone else connected the Facebook page
The Facebook page you tried to connect to the company account was already connected to Pipedrive in Private mode by another Admin user.
<figure><img src="https://kb-cms.pipedriveassets.com/e24e25b1-bdc1-4001-8a43-7f0e20e8fef2.png" data-image="27517"></figure>
Only one Facebook Messenger integration is allowed per Pipedrive company account, and the same Facebook page could be integrated into Pipedrive only once. 
How to fix:
Ask the Admin who installed the integration to:
<ol><li>Change the app visibility setting to Shared. To do so, the admin needs to go to Tools and apps &gt; <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> and change the visibility from Private to Shared.</li><li>Uninstall the Facebook Messenger app from the company account and try to connect to the Facebook page again. Learn how to uninstall the integration in <a href="https://support.pipedrive.com/article/pipedrive-integration-facebook-messenger" target="_blank">this article</a>.</li></ol>
I cannot connect my Facebook page to a new company account
A Facebook page can only be connected to one Pipedrive company account. If the Facebook page was already connected to a company account, it will not be possible to connect the same Facebook page again to a new one. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.19.59.png" data-image="27537"></figure>
How to fix: 
<ul><li>Uninstall the Facebook page from the Pipedrive company page that has it installed. If you don't have access to that company account, ask another admin to disconnect the Facebook page.</li></ul>
Or
<ul><li>Uninstall the Pipedrive Messenger app from the Facebook settings page. Once the Pipedrive Messenger app from Facebook is disconnected, try connecting it within Pipedrive again.</li></ul>
Missing permissions 
During the installation flow, you will need to allow all the permissions to the Facebook Messenger app. If you don't accept all of them, you will see the following error message:
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.19.32.png" data-image="27539"></figure>
How to fix:
<ul><li>Go through the integration flow again, click the Connect green button in the <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> settings page and allow all the requested permissions.</li></ul>
Something went wrong
It could happen that you see a Something went wrong message. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-29%20at%2012.16.47.png" data-image="27541"></figure>
How to fix:
<ol><li>Confirm if the Facebook Messenger app was already installed in Pipedrive by checking the Facebook page settings. Note that only Facebook page admin users have access to that page.<ol><li>If the app was not installed, try connecting it again later in Pipedrive. If the error persists, <a href="https://support.pipedrive.com/contact-us" target="_blank">reach out to our Support team</a>. </li><li>If the app was installed by another Facebook page admin, contact them and ask:<ol><li>To uninstall the app from Pipedrive. OR</li><li>To grant you admin rights for the Facebook page.</li></ol></li></ol></li><li>Try connecting Messenger app to your Pipedrive account later. If the error persists, <a href="https://support.pipedrive.com/contact-us">reach out to our Support team</a>.</li></ol>
<hr>
<h2 style="text-align: justify">I am not able to send messages from Messaging Inbox<a name="i-am-not-able-to-send-messages-from-messaging-inbox"></a></h2>
You have your Messaging inbox with an active Facebook Messenger integration but found out that you are not able to send any messages to your customers. Here you will find some reasons why you are not able to send messages: 
A Facebook user blocked your page
Facebook users have the option to block or mute a conversation with a business at any time. In that case, your Business will not be able to reach out to that user and send them any messages.
Within the Messaging inbox, it will look like you send a message and it is not delivered successfully. Unfortunately, Facebook does not provide us with API and details regarding this situation. 
You can learn more about blocking Facebook Business pages in <a href="https://www.facebook.com/help/messenger-app/3115643275145823">their Help Center</a>. 
Your page was blocked by Facebook due to the Messenger policies violation.
 You can check the block reason on your Facebook Page Settings &gt; Page Support Inbox section and send Facebook an <a href="https://www.facebook.com/support?tab_type=APPEALS" title="https://www.facebook.com/support?tab_type=APPEALS" data-renderer-mark="true">appellation request</a>. 
You are trying to reply to a user seven days after they contacted your business.
Facebook Messenger for Business has a 24-hour messaging reply window. When a contact sends a message through the Facebook channel, you have 24 hours to reply to them. The Pipedrive integration extends this period for seven days, meaning that you have seven days to reply to your customers from Pipedrive's Messaging Inbox. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-14%20at%2013.11.58.png" data-image="27549" width="450"></figure>
If you exceed this reply time, the chat window will be blocked and you will no longer be able to reply from Pipedrive. Instead, you will need to reply directly from Facebook Messenger unless your customer sends you a new message; then, you will have seven days more to reply from Pipedrive. 
<figure><img src="https://kb-cms.pipedriveassets.com/reply%20time.png" data-image="27550"></figure>
You have a problem with the internet connection 
In that case, your messages will not be delivered. To fix the problem, check your internet connection and try sending messages later. 
<div class="support-note success primary">Note: If you are still having issues with your Facebook Messenger integration, visit our <a href="https://support.pipedrive.com/article/facebook-messenger-integration-faq" target="_blank">Facebook Messenger FAQ</a> or reach out to our support team <a href="https://support.pipedrive.com/en/contact-us">in this page</a>.</div>

Troubleshooting: Facebook Messenger integration

the-facebook-messenger-integration-was-not-completed-successfully

The Facebook Messenger integration was not completed successfully

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I am not able to send messages from Messaging Inbox

<h2 style="text-align: justify">Q: Can I call or video call a user via Messaging Inbox?<a name="q-can-i-call-or-video-call-a-user-via-messaging-inbox"></a></h2>
No, calling functionality is not supported for now by Facebook Messenger API.
<hr>
<h2 style="text-align: justify">Q: What to do if my page received a policy violation notification from Facebook?<a name="q-what-to-do-if-my-page-received-a-policy-violation-notification-from-facebook"></a></h2>
Anytime a page is restricted from sending messages for Platform Policy reasons, the page will receive an explanation of the Policy violation in an email sent to the Page Support Inbox for the Facebook app. To ask questions about a policy violation notification, respond to that email, and Facebook's Policy team members may respond. 
<hr>
<h2 style="text-align: justify">Q: Why I cannot see any Messenger button on my Facebook Page?<a name="q-why-i-cannot-see-any-messenger-button-on-my-facebook-page"></a></h2>
Make sure that your Facebook Page Messaging functionality is enabled. Navigate to your Facebook Page Settings &gt; General to check it.
<hr>
<h2 style="text-align: justify">Q: What Pipedrive plan is this Messenger integration in Messaging inbox available on?<a name="q-what-pipedrive-plan-is-this-messenger-integration-in-messaging-inbox-available-on"></a></h2>
It is available across all plans with no additional costs. 
<hr>
<h2 style="text-align: justify">Q: How can I add or change a starting greeting message for my page?<a name="q-how-can-i-add-or-change-a-starting-greeting-message-for-my-page"></a></h2>
You can greet people before they send your Page a message. Your greeting appears in the chat window before a message is sent or in the About section of your Messenger for Business profile.

To add or change the greeting message for your page go to your Facebook profile and navigate to Page Settings &gt; General &gt; Messaging &gt; Starting a Messenger Conversation.
<hr>
<h2 style="text-align: justify">Q: Are there any visibility settings for Messaging inbox and Messenger integration?<a name="q-are-there-any-visibility-settings-for-messaging-inbox-and-messenger-integration"></a></h2>
There are only 2 visibility settings available: private and shared mode.
<ul><li>Private: If the user who installed the app sets the visibility settings as Private, this means that only that user will see conversations in Messaging Inbox, receive new messages, and reply to conversations. Also, that user can link conversations to contacts, leads, or deals. However, all the conversation details synced and stored automatically to the related contacts, leads, or deals will be visible to other users depending on their permissions. </li><li>Shared: If the user who installed the app sets the visibility settings as Shared, then any user from that company will see conversations in Messaging Inbox, receive new messages, and reply to conversations. Also, any user can link conversations to contacts, leads, or deals. However, all the conversation details synced and stored automatically to the related contacts, leads, or deals will be visible to other users depending on their permissions. 
</li></ul>
<hr>
<h2 style="text-align: justify">Q: To whom I can send messages via Facebook Messenger and Pipedrive Messaging inbox?<a name="q-to-whom-i-can-send-messages-via-facebook-messenger-and-pipedrive-messaging-inbox"></a></h2>
It would be nice if you could simply send all your Facebook followers or prospects a private message, but Facebook does not allow that to avoid spam. 

Like most messaging apps, Facebook requires customers to send the first message to the business profile to initiate a conversation.

Luckily, Facebook provides a lot of options on how your prospects can contact your business via Messenger. 
<hr>
<h2 style="text-align: justify">Q: What is required to integrate Messenger and the Messaging Inbox?<a name="q-what-is-required-to-integrate-messenger-and-the-messaging-inbox"></a></h2>
Only Admin users in Pipedrive AND Admin users in Facebook for Business.
<hr>
<h2 style="text-align: justify">Q: Can I do Broadcast Messaging from the Messaging Inbox?<a name="q-can-i-do-broadcast-messaging-from-the-messaging-inbox"></a></h2>
You might want to broadcast your Messenger contact base for marketing and other use cases. In Facebook, it is possible to do so by using Sponsored Messages or Message Tags (an additional fee will be charged by Facebook).
In Pipedrive's Messaging Inbox, sending Sponsored Messages or Message Tags is currently not supported. If you are interested in this functionality, please <a href="https://support.pipedrive.com/contact-us" target="_blank">send us your feedback</a>. 
<hr>
<h2 style="text-align: justify">Q: Who can uninstall the app?<a name="q-who-can-uninstall-the-app"></a></h2>
Any admin of the Pipedrive company is able to uninstall the Facebook Messenger app.
<hr>
<h2 style="text-align: justify">Q: Who can change app visibility settings?<a name="q-who-can-change-app-visibility-settings"></a></h2>
Only the user who initially installed the Facebook Messenger app.
<hr>
<h2 style="text-align: justify">Q: Can I integrate my personal Facebook Messenger account?<a name="q-can-i-integrate-my-personal-facebook-messenger-account"></a></h2>
No. According to Facebook rules and API possibilities, it is possible to integrate only Facebook Messenger for Business.

Facebook Messenger integration FAQ

q-can-i-call-or-video-call-a-user-via-messaging-inbox

Q: Can I call or video call a user via Messaging Inbox?

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Q: What to do if my page received a policy violation notification from Facebook?

q-why-i-cannot-see-any-messenger-button-on-my-facebook-page

Q: Why I cannot see any Messenger button on my Facebook Page?

q-what-pipedrive-plan-is-this-messenger-integration-in-messaging-inbox-available-on

Q: What Pipedrive plan is this Messenger integration in Messaging inbox available on?

q-how-can-i-add-or-change-a-starting-greeting-message-for-my-page

Q: How can I add or change a starting greeting message for my page?

q-are-there-any-visibility-settings-for-messaging-inbox-and-messenger-integration

Q: Are there any visibility settings for Messaging inbox and Messenger integration?

q-to-whom-i-can-send-messages-via-facebook-messenger-and-pipedrive-messaging-inbox

Q: To whom I can send messages via Facebook Messenger and Pipedrive Messaging inbox?

q-what-is-required-to-integrate-messenger-and-the-messaging-inbox

Q: What is required to integrate Messenger and the Messaging Inbox?

q-can-i-do-broadcast-messaging-from-the-messaging-inbox

Q: Can I do Broadcast Messaging from the Messaging Inbox?

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Q: Who can uninstall the app?

q-who-can-change-app-visibility-settings

Q: Who can change app visibility settings?

q-can-i-integrate-my-personal-facebook-messenger-account

Q: Can I integrate my personal Facebook Messenger account?

<h2 style="text-align: justify">What kind of messages are available in WhatsApp Business?<a name="what-kind-of-messages-are-available-in-whats-app-business"></a></h2>
WhatsApp Business has two different types of messages: 
<ul><li>Template messages: These are the outbound messages sent via WhatsApp Business that use one of the pre-approved templates. These are generally unsolicited transactional messages (delivery alerts, appointment reminders, etc.) sent to users who have opted-in to receive messages from you.</li><li>Session messages: All incoming messages, or outbound replies to those messages within 24-hours. A messaging session starts when a contact sends you a message and lasts for 24 hours from the most recently received message. Session messages do not need a template and can include media attachments.</li></ul>
WhatsApp Business requires all message templates to be approved before they can be used to send notification-type messages to users.
The templates that do not meet the criteria or usage guidelines will be rejected and cannot be used. If your message templates are rejected, it may be due to the reasons listed in <a href="https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/" title="https://developers.facebook.com/docs/whatsapp/message-templates/guidelines/" data-renderer-mark="true" target="_blank">this document</a>. 
<hr>
<h2 style="text-align: justify">How can I create WhatsApp templates in Twilio?<a name="how-can-i-create-whats-app-templates-in-twilio"></a></h2>
To start conversations with new contacts or existing contacts that have not sent you a message in more than 24 hours, you must use a Message template.
To submit a message template in Twilio, navigate to Messaging &gt; Senders &gt; <a href="https://www.twilio.com/console/sms/whatsapp/templates" title="https://www.twilio.com/console/sms/whatsapp/templates" data-renderer-mark="true">WhatsApp Templates</a>. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-06%20at%2018.15.21.png" data-image="30630"></figure>
Learn more about sending WhatsApp Notification Messages with Templates in <a href="https://www.twilio.com/docs/sms/whatsapp/tutorial/send-whatsapp-notification-messages-templates" title="https://www.twilio.com/docs/sms/whatsapp/tutorial/send-whatsapp-notification-messages-templates" data-renderer-mark="true" target="_blank">this page</a>.
 Best practices for writing WhatsApp templates
Following these basic guidelines will increase the chances of your templates being quickly approved and will ensure that your customers enjoy interacting with your business.
<ul><li>Templates must have a specific purpose. For example, adding placeholders like {{1}}, {{2}}, etc. is vague and could be enough reason to get your templates rejected, as it is not clear how they would be used.</li><li>Templates should be clear and concise and must include all the necessary information.</li><li>They must not have any grammar or spelling mistakes. Templates with major grammar or spelling mistakes could be rejected. Templates with minor punctuation errors or grammar inconsistencies may be approved but should be avoided.</li><li>When submitting your Template in Twilio's Console, make sure you select the appropriate message type and language.</li></ul>
<div style="text-align: justify" class="support-note success primary">Note: It may take up to three days to get a new template reviewed and approved by the WhatsApp team. </div>
Once your template is approved, you will see an Approved sign next to it in Twilio Console &gt; Messaging &gt; <a href="https://www.twilio.com/console/sms/whatsapp/templates" target="_blank">WhatsApp templates</a>.
Approved templates will be synced into Pipedrive's <a href="https://support.pipedrive.com/article/messaging-inbox" target="_blank">Messaging inbox</a>. 
<hr>
<h2>How can I use WhatsApp templates in Pipedrive's Messaging inbox?<a name="how-can-i-use-whats-app-templates-in-pipedrive-s-messaging-inbox"></a></h2>
<ol><li>In conversations where less than 24 hours have passed since the last message from your contact, click the Template icon to generate a reply from WhatsApp templates: <img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-04-28%20at%2010-59-13%20(1).gif" data-image="30637"> </li><li>If the reply time for a conversation has passed (24 hours), you can reply using the template messages approved by WhatsApp. If your contact replies, you will be able to send regular messages again.<img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-04-28%20at%2011-04-46.gif" data-image="30639"> </li></ol>
<div class="support-note success primary">Learn more about installing WhatsApp by Twilio app in <a href="https://support.pipedrive.com/article/pipedrive-integration-whatsapp-by-twilio" target="_blank">this article</a>. If you are having problems with the installation, make sure to read our <a href="https://support.pipedrive.com/article/troubleshooting-whatsapp-by-twilio-integration" target="_blank">Troubleshooting guide</a> and our <a href="https://support.pipedrive.com/article/whatsapp-by-twilio-integration-faq" target="_blank">FAQ section</a>. </div>

WhatsApp by Twilio Integration: Templates

what-kind-of-messages-are-available-in-whats-app-business

What kind of messages are available in WhatsApp Business?

how-can-i-create-whats-app-templates-in-twilio

How can I create WhatsApp templates in Twilio?

how-can-i-use-whats-app-templates-in-pipedrive-s-messaging-inbox

How can I use WhatsApp templates in Pipedrive's Messaging inbox?

<h2 style="text-align: justify">What Pipedrive plan is the WhatsApp by Twilio integration available on? <a name="what-pipedrive-plan-is-the-whats-app-by-twilio-integration-available-on"></a></h2>
It is available across all plans and Pipedrive will not charge you to use it. But please note that some fees could be charged from Twilio and WhatsApp. You can find more information about Twilio's pricing <a href="https://www.twilio.com/whatsapp/pricing" target="_blank">right here</a> and the pricing for WhatsApp Business <a href="https://www.facebook.com/business/help/2225184664363779?id=2129163877102343" target="_blank">here</a>. 
<hr>
<h2 style="text-align: justify">Is audio or video calling available through the WhatsApp integration via Messaging inbox? <a name="is-audio-or-video-calling-available-through-the-whats-app-integration-via-messaging-inbox"></a></h2>
No, calling functionality is not currently supported by WhatsApp Business API. 
<hr>
<h2 style="text-align: justify">How can I update my logo and business profile for my WhatsApp account? <a name="how-can-i-update-my-logo-and-business-profile-for-my-whats-app-account"></a></h2>
When you submit a Twilio phone number to be enabled for WhatsApp, you must provide a Display Name to appear on your in-app profile for WhatsApp users. It is also recommended to provide some additional information, such as your business address and a link to your logo.
If you do not initially submit this additional information or need to change something, you can update this profile information in the Twilio Console. To update your profile info for a WhatsApp sender, visit the WhatsApp Senders page in the Twilio Console and click on the sender you want to edit. 
<hr>
<h2 style="text-align: justify">Can I start a conversation via WhatsApp in Pipedrive Messaging inbox? <a name="can-i-start-a-conversation-via-whats-app-in-pipedrive-messaging-inbox"></a></h2>
Like most messaging apps, a WhatsApp business account requires contacts to send the first message to businesses to initiate conversations. Luckily, WhatsApp provides many options for how the users can contact your business. You can know more in <a href="https://developers.facebook.com/docs/whatsapp/overview/getting-opt-in/" target="_blank">this page</a>. 
<hr>
<h2 style="text-align: justify">Can I do Broadcast Messages in via Messaging section? <a name="can-i-do-broadcast-messages-in-via-messaging-section"></a></h2>
No, broadcasting functionality is not supported in the Pipedrive Messaging inbox at the present moment. 
<hr>
<h2 style="text-align: justify">Are there any visibility settings for Messaging inbox and Messenger integration? <a name="are-there-any-visibility-settings-for-messaging-inbox-and-messenger-integration"></a></h2>
There are only two visibility settings available: Private and Shared mode. 
Private: If a user who installed the app sets up private visibility settings, only this user will be able to: 
<ul><li>See conversations in Messaging inbox, </li><li>Receive new messages and send replies</li><li>Link conversation to contacts, leads or deals. </li></ul>
But all the conversation details synced and stored automatically to the related contacts, leads, or deals will be visible to other users according to their permissions.
Shared: If a user who installed the app sets shared visibility settings, any user will be able to:
<ul><li>See conversations in Messaging inbox</li><li>Receive new messages and send replies</li><li>Link conversations to contacts, leads or deals. </li></ul>
And all the conversation details synced and stored automatically to the related contacts, leads, or deals will be visible to other users according to their permissions. 
<hr>
<h2 style="text-align: justify">What is required to integrate WhatsApp into Messaging inbox? <a name="what-is-required-to-integrate-whats-app-into-messaging-inbox"></a></h2>
You need to have a paid Twilio account with your company business WhatsApp already enabled and approved by WhatsApp. For installation, you only need your Twilio account SID and access token. Watch <a href="https://pipedrive.hubs.vidyard.com/watch/MtonnVDF3MH9pmmjjchQ2t" target="_blank">this video</a> to see how to get these credentials in Twilio.
<div class="support-note success primary">Note: You must also be a Pipedrive company admin in order to install the Messaging inbox app extension.</div>
<hr>
<h2 style="text-align: justify">Who can uninstall the app? <a name="who-can-uninstall-the-app"></a></h2>
Only an admin of the company, the app owner, can uninstall the Messenger app. It can be done from the Messaging inbox <a href="https://app.pipedrive.com/settings/messaging">Settings</a> page.
<hr>
<h2 style="text-align: justify">Who can change WhatsApp Messaging visibility settings? <a name="who-can-change-whats-app-messaging-visibility-settings"></a></h2>
Only the app owner, the user who initially installed the app.
<hr>
<h2 style="text-align: justify">Can I integrate my private WhatsApp? <a name="can-i-integrate-my-private-whats-app"></a></h2>
No. Per WhatsApp's rules and our available API, it is only possible to integrate WhatsApp business accounts created via WhatsApp official business providers (like Twilio).
<hr>
<h2 style="text-align: justify">I have submitted a template via Twilio and it was rejected. Why? <a name="i-have-submitted-a-template-via-twilio-and-it-was-rejected-why"></a></h2>
WhatsApp provides a variety of reasons why a template may have been rejected, which you can check on their website <a href="I’ve submitted a template via Twilio an it was rejected. Why? ANSWER If your message template(s) have been rejected, it may have been for one of the following reasons listed in this document." target="_blank">here</a>. 
<hr>
<h2 style="text-align: justify">Can I edit or delete my WhatsApp message templates? <a name="can-i-edit-or-delete-my-whats-app-message-templates"></a></h2>
It is not currently possible to make changes to a template after submitting it. Instead, we recommend you submit a new template request with the desired changes. You can find more information about that process in <a href="https://support.twilio.com/hc/en-us/articles/4411939542939-Can-I-edit-or-delete-my-WhatsApp-message-templates-" target="_blank">this page</a>.

WhatsApp by Twilio Integration FAQ

what-pipedrive-plan-is-the-whats-app-by-twilio-integration-available-on

What Pipedrive plan is the WhatsApp by Twilio integration available on?

is-audio-or-video-calling-available-through-the-whats-app-integration-via-messaging-inbox

Is audio or video calling available through the WhatsApp integration via Messaging inbox?

how-can-i-update-my-logo-and-business-profile-for-my-whats-app-account

How can I update my logo and business profile for my WhatsApp account?

can-i-start-a-conversation-via-whats-app-in-pipedrive-messaging-inbox

Can I start a conversation via WhatsApp in Pipedrive Messaging inbox?

can-i-do-broadcast-messages-in-via-messaging-section

Can I do Broadcast Messages in via Messaging section?

are-there-any-visibility-settings-for-messaging-inbox-and-messenger-integration

Are there any visibility settings for Messaging inbox and Messenger integration?

what-is-required-to-integrate-whats-app-into-messaging-inbox

What is required to integrate WhatsApp into Messaging inbox?

who-can-uninstall-the-app

Who can uninstall the app?

who-can-change-whats-app-messaging-visibility-settings

Who can change WhatsApp Messaging visibility settings?

can-i-integrate-my-private-whats-app

Can I integrate my private WhatsApp?

i-have-submitted-a-template-via-twilio-and-it-was-rejected-why

I have submitted a template via Twilio and it was rejected. Why?

can-i-edit-or-delete-my-whats-app-message-templates

Can I edit or delete my WhatsApp message templates?

When using the <a href="https://support.pipedrive.com/article/pipedrive-integration-whatsapp-by-twilio" target="_blank">WhatsApp by Twilio integration</a>, you may run into some issues that may prevent you from having a seamless conversation with your customers. We’ve provided a few troubleshooting tips in this article in case you run into any technical issues while using the WhatsApp by Twilio integration.
<hr>
<h2>Installation process warnings<a name="installation-process-warnings"></a></h2>
You tried to integrate the WhatsApp by Twilio app to your company account but got an error notification at the end of the installation flow.
Reason 1 
Your account was already connected to another Pipedrive account by yourself or another Pipedrive user. The app restricts a single installation for each Twilio's Account SID. One Twilio instance could be connected to only one Pipedrive company. 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/account%20in%20use%201.png" data-image="30644"></figure>
How to fix:
Ask the Admin who installed the integration to:
<ol><li>Change the app visibility setting to Shared. To do so, the admin needs to go to Tools and apps &gt; <a href="https://app.pipedrive.com/settings/facebook_messenger" target="_blank">Messaging</a> and change the visibility from Private to Shared.</li><li>Uninstall the WhatsApp app from the company account and try to connect WhatsApp by Twilio again. Learn how to uninstall the integration in<a href="https://support.pipedrive.com/article/pipedrive-integration-whatsapp-by-twilio" target="_blank"> this article</a>.</li></ol>
Reason 2
Wrong Twilio credentials were entered 
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/credentials%20failed%201.png" data-image="30645"></figure>
How to fix:
Watch the following video to learn how to obtain your Twilio SID and Auth Token.
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/MtonnVDF3MH9pmmjjchQ2t.jpg" data-uuid="MtonnVDF3MH9pmmjjchQ2t" data-v="4" data-type="inline" data-image="o082ww930oik"></figure>
<div class="support-note success primary">Note: Some users could have multiple accounts. Make sure you enter the credentials from the account that is connected to WhatsApp by Twilio.</div>
Reason 3
This happens in a very specific situation, where you started the installation and lost the account settings rights between the steps.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/9be86b05-d0f4-4908-a030-f11b75ce97aa.png" data-image="30583"></figure>
How to fix:
Ask a user with account settings access to complete the installation process for you.
<hr>
<h2>WhatsApp by Twilio integration was not completed successfully<a name="whats-app-by-twilio-integration-was-not-completed-successfully"></a></h2>
A yellow banner could be displayed in your <a href="https://app.pipedrive.com/settings/messaging" target="_blank">Messaging Settings</a> page. The installation is only completed when the app adds a channel to Pipedrive's Channels API, which only happens for this app after you go through the form successfully.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/incomplete%20installation%201.png" data-image="30589"></figure>
This could appear at the top of the <a href="https://app.pipedrive.com/leads/messaging" target="_blank">Messaging inbox</a>. You would need to complete the installation to use the integration. Clicking the link will take you back to the <a href="https://app.pipedrive.com/settings/messaging" target="_blank">Messaging Settings</a> page, where you can read the instructions and complete the form.
<figure style="margin-left: auto; margin-right: auto; text-align: center;"><img src="https://kb-cms.pipedriveassets.com/incomplete%20installation%202.png" data-image="30592"></figure>
<hr>
<h2>A specific conversation from WhatsApp is not appearing in your Pipedrive Messaging inbox<a name="a-specific-conversation-from-whats-app-is-not-appearing-in-your-pipedrive-messaging-inbox"></a></h2>
<ul><li>Reason 1: Invalid number of participants</li></ul>
Twilio supports artificially adding any participants to a WhatsApp for Business conversation, which is non-standard and not supported by Pipedrive Channels API and Messaging inbox. Our API only supports conversations with a single source user and at least one end user.
<ul><li>Reason 2: The installation owner deleted the conversation</li></ul>
The installation owner can delete conversations in the <a href="https://app.pipedrive.com/leads/messaging" target="_blank">Messaging inbox</a>, making them unavailable. When the contact reaches out again to your WhatsApp business account, the conversation will be visible again.
<ul><li>Reason 3: It was deleted in Twilio before it was fetched by the Pipedrive Channels API</li></ul>
Twilio API can be accessed by multiple apps as long as they use the same Account SID. This means something else could have deleted a conversation on Twilio's side, without deleting it from the WhatsApp API.
<hr>
<div class="support-note success primary">Note: If you are still having issues with your integration, visit our <a href="https://support.pipedrive.com/article/whatsapp-by-twilio-integration-faq" target="_blank">WhatsApp by Twilio Integration FAQ</a> or reach out to our support team <a href="https://support.pipedrive.com/en/contact-us">in this page</a>. </div>

Troubleshooting: WhatsApp by Twilio Integration

installation-process-warnings

Installation process warnings

whats-app-by-twilio-integration-was-not-completed-successfully

WhatsApp by Twilio integration was not completed successfully

a-specific-conversation-from-whats-app-is-not-appearing-in-your-pipedrive-messaging-inbox

A specific conversation from WhatsApp is not appearing in your Pipedrive Messaging inbox

Depending on the needs of your business, you may need different tools working alongside your Pipedrive account to assist you in your day-to-day sales workflow. To understand better how a third-party app can save you time and effort, look at our most popular Marketplace categories and apps listed below. 
To see a full list of the app categories in our Marketplace, click <a href="https://marketplace.pipedrive.com/apps" target="_blank">here</a>.
<a name="C1IamCs"></a>
<hr>
<h2>Lead generation<a name="lead-generation"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/lead-generation" target="_blank">Lead generation apps</a> will allow you to direct new sales opportunities from sources such as websites, social media and emails into your Pipedrive account as leads.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/pipechimp/fce5b2cdfb235188?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Pipechimp</a> Integrates Pipedrive and Mailchimp to facilitate your email marketing workflow.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/leadfeeder/82d974d85138484b?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Leadfeeder</a> Tracks website visitors to identify real companies visiting your website and enters them into your Pipedrive account automatically. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/prospect-io/0e004b418ee1fc36?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Prospect.io</a> Direct leads into your Pipedrive account based on email engagement in your drip campaign.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Klenty</a> Automates email outreach to your Pipedrive contacts</li>
</ul>
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<hr>
<h2>Bots and messaging <a name="bots-and-messaging"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/bots-messaging" target="_blank">Bots and messaging apps</a> will allow you to automate communication with your website visitors, leads and customers about your products and services. You can also use these apps to facilitate communication within your sales team.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/intercom/dc268663d92c527d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Intercom </a>Create and track deals in Pipedrive as leads are qualified from Intercom conversations.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/textline/c9ae1c7e80c5a7ce?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Textline </a>Send, receive and log text messages to contacts directly from your Pipedrive account.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/live-chat/3661791d9e4ecbdf?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Livechat </a>Direct leads created through LiveChat directly into your Pipedrive account.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/crisp/4beca9ece1d141e0?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Crisp </a>Sync all of your Crisp contacts with Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/salesmsg/ab32a49af8e68c49?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Salesmsg </a>Send and receive text and photo messages to contacts directly from your Pipedrive account. <a href="https://marketplace.pipedrive.com/app/salesmsg/ab32a49af8e68c49" target="_blank"> </a>
</li>
</ul>
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<hr>
<h2>Phone Solutions <a name="phone-solutions"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/phone-solutions" target="_blank">Phone solutions apps</a> will allow you to make incoming and outgoing calls with your Pipedrive leads and customers. You can also log and report on the call data directly in your Pipedrive account. 
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/kixie/7bcfb40c24a0bb36?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Kixie</a> Make/receive phone calls from Pipedrive and automatically log and track completed calls. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/aircall/4405a4d0c182fc98?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Aircall </a>Make/receive phone calls from Pipedrive and automatically log and track completed calls. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/toky/68f6344a2f76014d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Toky </a>Sync contacts and leads from Pipedrive to Toky and log calls made from Toky in Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/just-call/d401831fa27bdb38?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Justcall </a>Make/receive phone calls and SMS messages from Pipedrive. Log and track completed calls and messages.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/circle-loop/199f691312c4a56d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Circleloop</a> Sync Pipedrive contacts, make calls from your Pipedrive account and log calls automatically. <a href="https://marketplace.pipedrive.com/app/circle-loop/199f691312c4a56d" target="_blank"> </a>
</li>
</ul>
<hr>
<a name="C4IamCs"></a>
<h2>Email marketing<a name="email-marketing"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/email-marketing" target="_blank">Email marketing apps</a> will allow you to automate and manage your email communication with large groups of Pipedrive contacts at a time.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/pipechimp/fce5b2cdfb235188?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Pipechimp</a> Integrates Pipedrive and Mailchimp to facilitate your email marketing workflow</li>
<li>
<a href="https://marketplace.pipedrive.com/app/autopilot/f8bca15bb0de025e?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Autopilot </a>Automate email and marketing automation capabilities with actions in Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/outfunnel/15695413b4ecd969?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Outfunnel </a>Manage marketing campaigns with two-way automations between Mailchimp and Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/klenty/4ea6d81e4599a462?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Klenty </a>Automates email outreach to your Pipedrive contacts</li>
<li>
<a href="https://marketplace.pipedrive.com/app/send-pulse/610c125b068c12d2?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Sendpulse</a> Import your Pipedrive contacts to SendPulse to facilitate your email campaigning workflow. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/lemlist/38e611cc51ab6b1c?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Lemlist </a>Automate and manage email campaign workflows from your Pipedrive account. <a href="https://marketplace.pipedrive.com/app/lemlist/38e611cc51ab6b1c" target="_blank"> </a>
</li>
</ul>
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<hr>
<h2>Marketing automation <a name="marketing-automation"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/marketing-automation" target="_blank">Marketing automation apps</a> will allow you to automate actions to streamline your marketing workflows.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/autopilot/f8bca15bb0de025e?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Autopilot </a>Automate email and marketing automation capabilities with actions in Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/outfunnel/15695413b4ecd969?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Outfunnel </a>Manage marketing campaigns with two-way automations between Mailchimp and Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/active-demand/cb1e0c169f76c796?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">ActiveDEMAND </a>Automate your sales call and email marketing workflows.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/send-pulse/610c125b068c12d2?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Sendpulse</a> Import your Pipedrive contacts to SendPulse to facilitate your email campaigning workflow. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/leadsbridge/735a83a4b7845864?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Leadsbridge </a>Syncs Facebook Lead Ads with your Pipedrive account to boost lead generation. </li>
</ul>
<h2> </h2>
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<hr>
<h2>Customer support <a name="customer-support"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/customer-support" target="_blank">Customer support apps</a> will allow you to streamline your support workflow across communication channels and increase customer engagement and satisfaction.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/intercom/dc268663d92c527d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Intercom</a> Create and track deals in Pipedrive as leads are qualified from Intercom conversations.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/textline/c9ae1c7e80c5a7ce?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Textline </a>Send, receive and log text messages to contacts directly from your Pipedrive account.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/live-chat/3661791d9e4ecbdf?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Livechat </a>Direct leads created through LiveChat directly into your Pipedrive account.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/support-bee/650705610c40b044?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Supportbee</a> Sync your Pipedrive contacts with your email ticketing system. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/front/8e8fa91689d06b24?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Front</a> Sync your Pipedrive contacts with your email ticketing system. </li>
</ul>
<h2> </h2>
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<hr>
<h2>Proposals and contracts <a name="proposals-and-contracts"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/proposals-contracts" target="_blank">Proposal and contracts apps</a> will allow you to create, send and manage your contracts with current and potential customers directly from Pipedrive.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/panda-doc-proposals-e-signatures/bde8d47250a2302c?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Pandadoc</a> Build, customize and send documents for customers to sign directly from your Pipedrive account. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/e-signatures-proposals-by-get-accept/247d2c3240cbc0c9?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Getaccept </a>Build, customize and send documents for customers to sign directly from your Pipedrive account. <a href="https://marketplace.pipedrive.com/app/e-signatures-proposals-by-get-accept/247d2c3240cbc0c9" target="_blank"> </a>
</li>
<li>
<a href="https://marketplace.pipedrive.com/app/web-merge/966ac2e8f7b8bfd1?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Webmerge </a>Send your Pipedrive data directly to Webmerge documents. </li>
<li>
<a href="https://marketplace.pipedrive.com/app/client-point/1906145cfdba0906?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Clientpoint </a>Create, manage and track proposal processes for your deals directly from Pipedrive. </li>
</ul>
<h2> </h2>
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<hr>
<h2>Accounting and invoicing <a name="accounting-and-invoicing"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/accounting-invoicing" target="_blank">Accounting and invoicing apps</a> will allow you to streamline your financial management system from Pipedrive.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/dryrun/981082a27dfb2bcc?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Dryrun </a>Imports Pipedrive data for a seamless financial forecasting process.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/xero/1e8adcff50ef470e?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Xero</a> Create Xero invoices directly in Pipedrive to keep all of your data in one place.</li>
</ul>
<h2> </h2>
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<hr>
<h2>Task management <a name="task-management"></a></h2>
<a href="https://marketplace.pipedrive.com/apps/task-management" target="_blank">Task management apps</a> will allow you to create workflows between Pipedrive actions and your task management system to keep track of your team’s progress.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/asana/a8f575f8fffb2e9d?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Asana </a>Make updates to your project management workflow in Asana when deals are created or updated in Pipedrive.</li>
<li>
<a href="https://marketplace.pipedrive.com/app/trello/53dd3d675e075309?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Trello </a>Update your project management cards in Trello with Pipedrive information effortlessly.</li>
</ul>
<a name="C10IamCs"></a>
<hr>
<h2>Integration platforms <a name="integration-platforms"></a></h2>
If you want to create a workflow between your Pipedrive account and a third-party platform but cannot find an existing app, you can use an <a href="https://marketplace.pipedrive.com/apps/integration-platforms" target="_blank">integration platform</a> to connect the parties for you.
Most popular apps:
<ul>
<li>
<a href="https://marketplace.pipedrive.com/app/pie-syn%D1%81/6abe5cad4ca199a3?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Piesync </a>Syncs your Pipedrive contacts with a third party platform</li>
<li>
<a href="https://marketplace.pipedrive.com/app/integromat-automation/db8dbdbe3076d037?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Integromat</a> Integrates your Pipedrive account with other platforms to automate workflows</li>
<li>
<a href="https://marketplace.pipedrive.com/app/import-2-wizard/8c66063eb0e59905?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Import2</a> Imports, exports, or syncs your Pipedrive data with other platforms</li>
<li>
<a href="https://marketplace.pipedrive.com/app/sync-q-quick-books-automation/a062bf0ec34bc773?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">SyncQ- QuickBooks Automation </a>Presents Quickbooks invoice and payment information directly in your Pipedrive account</li>
<li>
<a href="https://marketplace.pipedrive.com/app/zapier/498e7a8fb1937627?utm_source=support_center&amp;utm_medium=mktplace_article&amp;utm_campaign=pop_categories" target="_blank">Zapier</a> Integrates your Pipedrive account with other platforms to automate workflows</li>
</ul>

Pipedrive Marketplace: popular categories

lead-generation

Lead generation

bots-and-messaging

Bots and messaging

phone-solutions

Phone Solutions

email-marketing

Email marketing

marketing-automation

Marketing automation

customer-support

Customer support

proposals-and-contracts

Proposals and contracts

accounting-and-invoicing

Accounting and invoicing

task-management

Task management

integration-platforms

Integration platforms

At Pipedrive, we aim to provide our customers with an ever-increasing number of features to allow them to be successful at sales. However, there are times when you may need to get that little bit more out of Pipedrive for your specific use case, or you work with teams that don't use Pipedrive and need to share data between two different services. In these cases, Pipedrive, along with a number of third-party vendors, has built some apps to boost the productivity of your team and the other teams around you, integrating with the tools that the other people in your team are using. To get a better understanding of our Marketplace categories and what they can do for your business, click <a href="https://support.pipedrive.com/hc/en/articles/360002190457#C10" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002190457">here</a>. 
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<div class="support-note primary">If you are just getting started with Pipedrive, you can learn more about the Marketplace in our <a href="https://www.pipedrive.com/en/academy/courses/marketplace" target="_blank">Pipedrive Academy course</a>.</div>
To find the full list of these Pipedrive apps and integrations, go to your dropdown and click on "<a href="https://marketplace.pipedrive.com/" target="_blank">Marketplace</a>". 
You can see the apps and integrations you already have connected to Pipedrive by going to Tools and apps &gt; <a href="/settings/marketplace">Marketplace apps</a>. 
 
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 In the Marketplace, you'll find a full list of apps and integrations – each with its own description and links to more information. You'll find a quick-and-easy "Install now" button allowing you to easily add the app to your Pipedrive account. For some apps that rely on a third party's service, you will instead see a "Visit site to install" button, which will take you to their instructions on how to integrate their service with Pipedrive. Many of the apps found in the Pipedrive Marketplace allow for their actions to be available in relevant places within the Pipedrive app, making customers more efficient in all of their business dealings in and out of Pipedrive. These apps can be found under the <a href="https://marketplace.pipedrive.com/collections/app-extensions" target="_blank">App extensions</a> portion of the Marketplace.
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 If you've enjoyed one of the apps in the Marketplace, feel free to leave a review, so that other Pipedrive customers can see how useful it can be for improving their business! 
 Note: New apps are constantly being added to the Marketplace, so it's worth checking back regularly to see what's been added and to see if you could improve your productivity, or work better and smarter within your team's workflow.

Pipedrive Marketplace: apps and integrations

The seamless Zoom integration with Pipedrive makes it easy to schedule calls, invite guests and log Zoom calls without ever leaving the Pipedrive app.
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<h2>
<a name="installing-the-zoom-integration"></a>Installing the Zoom integration </h2>
To install the Zoom integration, open any new or existing <a href="https://support.pipedrive.com/en/article/activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activity</a> in Pipedrive and click on Video call &gt; Install Zoom integration.
You will be taken to our Marketplace page, where you can click “Install now” to initiate the installation.
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After you click on “Install now”, you will be taken to an authentication flow, where you will have to log in to Zoom and grant access to Pipedrive to access your Zoom account. After the authorization is successful, you will be brought back to your activities view so you can start using the integration. 
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You can also install the Zoom integration directly from our Marketplace <a href="https://marketplace.pipedrive.com/app/zoom-meetings/871b8bc88d3a1202" target="_blank">link here</a>. 
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<h2>
<a name="scheduling-zoom-calls"></a>Scheduling Zoom calls </h2>
<div class="support-note primary">
Note: We recommend setting up your <a href="https://support.pipedrive.com/en/article/calendar-sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">calendar sync</a> for the best experience with the Zoom integration. </div>
<div class="support-note success primary"> Note: If you are using Pipedrive’s <a href="https://support.pipedrive.com/en/article/scheduler">Scheduler feature</a>, you can use the Zoom integration to schedule video calls through Scheduler. You can read more about how to do this <a href="https://support.pipedrive.com/en/article/video-call-integration-for-scheduler">here</a>.</div>
Once the integration has been installed, you can now make any activity in your Pipedrive account a Zoom call! To get started, open a new or existing activity and click on Video call &gt; Make it a Zoom meeting. 
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A unique Zoom link will be generated and included in the <a href="https://support.pipedrive.com/en/article/activity-invites" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005286065">activity invite</a> sent to the guests who are invited. The location of the meeting will be set as the Zoom link.
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<div class="support-note primary">
Note: If your team uses passwords to access Zoom calls, they will appear in the activity note so that your respondents can join the call securely. You can enable passwords for your meetings on your Zoom settings page. </div>
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<h2>
<a name="viewing-and-joining-your-scheduled-calls"></a>Viewing and joining your scheduled calls </h2>
The Zoom integration makes it easy for you to join your Zoom calls without leaving the Pipedrive app. To join the Zoom meeting at the scheduled time, click on “Join Meeting” in the <a href="https://support.pipedrive.com/en/article/detail-view" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">detail view</a> of any linked deal or person. 
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If your activity isn't linked to any deals or contacts, you can still access the Zoom link in the activity detail page or the activities list view. 
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<h2>
<a name="uninstalling-the-integration"></a>Uninstalling the integration </h2>
To uninstall your Zoom integration, go to your Account menu &gt; Tools and integrations &gt; Marketplace apps and click on the trash can icon next to the Zoom Meetings integration. 
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Pipedrive integration: Zoom meetings

Marketplace Integrations

Integrations

Knowledge Base

Integrations

Google Integrations

Zapier

Marketplace Integrations

Invoicing

Contact Sync

Calendar Sync

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