49 results found
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Automatically associate google synced calendar event to contact
When a new event is added to Google calendar it should automatically associate the event to the contact in Pipeline
17 votes -
SAP Integration
SAP integration, multiple enterprise level deals lost
1 vote -
1 vote
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Vonage Integration (Direct)
While offering the integration through Zapier helps, it is not cost efficient when using in volume.
1 vote -
api
Allow for OR requests to be supported
1 vote -
Texting customers through Pipeline
Most of our customers respond so much better to texts than emails or phone calls. We currently use Podium to text our customers estimate reminders, follow up to our bids, etc. However, Podium and Pipeline don't integrate and even an app like Zapier doesn't help. We would love for Pipeline to integrate directly with Podium or for Pipeline to have the ability to text customers directly from Pipeline and track it as an activity, just like it does with email.
8 votes -
Constant Contact Integration
Add integration for Constant Contact, similar to Mailchimp
1 vote -
ChatGPT
ChatGPT to be integrated within Pipeline.
1 vote -
Add conditions for custom_field_label_dropdown_entries endpoint
Add condition to customfieldlabeldropdownentries endpoint so that you can retrieve dropdown entries from the customfieldlabel_id
1 vote -
Add company_id condition for deals endpoint
Add company_id condition for https://api.pipelinecrm.com/api/v3/deals
1 vote -
2 votes
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Google Sheets (Automatic Refresh)
I have to update a report for my sales team each week -- and it's a pain to log into the Google Sheets each week just to hit the "Refresh" button on the integration
Google Sheets has time-based triggers (which I use to update other 3rd-party data on the report)... but can't do it automatically with the Pipeline data
Please enable the ability for automatic updates in Pipeline CRM .
1 vote -
Include all primary contact fields in zapier deal triggers
The only primary contact details carried over from deal triggers are id, first & last name, phone numbers and emails. It does not include other details like person summary, addresses, custom fields.
1 vote -
Allow multiple mailchimp connections
Add the ability to have multiple mailchimp accounts either by team or user.
1 vote -
Quickbooks - Bidirectional Contact Sync
Ability to sync Quickbook contacts between Pipeline and Quickbooks bidirectionally to avoid importing and/or adding the same information from Quickbooks to Pipeline.
1 vote -
1 vote
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Google Sheets - Improved Historical Data
Please implement a way to locate relational history in the app/extension as the "refresh data" button is actionable on historical relationships.
1 vote -
DropBox Sign Integration
Integrate Pipeline + Dropbox Sign
1 vote -
Allow Zapier to update an event
You can update deals, people, etc, but I'd like to be able to update an event. For instance, when a call is canceled or rescheduled through our booking software (YCBM), I'd like to be able to use zapier to update the event in pipeline to the new time or to a status of "canceled".
1 vote -
Update bounced status automatically if marked as bounced in Mailchimp
When a contact is bounced in MailChimp that should also be reflected in Pipeline automatically.
2 votes
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