Pipedrive integration improvements
complete
D
Don Zas
Pipedrive integration there but it has several flaws and it is hardly usable so it would be great to implement some improvements:
- now it shows all the deals associated with the person despite its status (won/lost/open) and if person has/had 50 deals it would show all of them and the button to add new is at the very bottom, so you should scroll all the way down. It would be better if add new deal button would be at the top. Then it should show only active/open deals (or at least show Top 5 recent deals) and all other deals should be expanded only when needed. Same applies to activities and notes.
- another great feature would be possibility to link conversation to specific deal and use pipedrive deal's BCC address to automatically forward and assign email conversation to specific pipedrive deal.
Philippe Lehoux
complete
We just released many improvements to the Pipedrive integration and all of the ones requested in this page.
Check them out:
https://www.youtube.com/watch?v=Xh02hvtvZj0
If you like them make sure to leave a review here:
https://www.pipedrive.com/en/marketplace/app/missive/35596ee3be901c92#user-reviews
Robert Merrill
Hi there. Can you add in the ability to choose a lost reason from a dropdown?
Michael Gelhaus
Be able to choose a "Deal" when adding a activity in Missive
Loic Engelhard
Would be great to create or associate a new contact to an Organization directly in Missive!
Luke Gall
Agreed on all fronts. I also added another post about notes as you can't take a note inside of a deal.
Sam Karim
Also, phone numbers in pipedrive dont sync with the twilio messages section. Emails contacts bring up the pipedrive sidebar but not the twilio phone numbers even though they are already in pipedrive. The piesync intergration is really not a good resolution to this and the options are very limited in the sync and since they just got bought by hubspot.