49 results found
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api
Allow for OR requests to be supported
1 vote -
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 -
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 -
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 -
Ability to create a Token for API
Ability to create a Token for API
1 vote -
Add export to Mailchimp button in the person profile
The export to Mailchimp button only exists in the the people list view, but it would be nice if you could also export individual contacts from the profile page.
1 vote -
homebot
Let's get connected with Homebot and Mortgage Coach.
1 vote -
Save name of list view when using Google Sheets extension
When importing a list view into google sheets using the PipelineDeals Data Importer, there is no indication of what list view was imported. This can be useful for future reference or when you need to refresh the data.
1 vote -
Integration with Make.com (formerly Integromat)
Please consider creating a Make.com (formerly Integromat) integration, or updating the Zapier integration to include more options.
I've run into some limitations in Zapier and have been able to work around them in other apps using Integromat. One specific issue I've had with the Zapier integration is not being able to send information to the deal summary field when creating a new deal
1 vote -
Voice To Text Software
Ability to possibly integrate with Dragon NaturallySpeaking or help with improving the voice-to-text feature that I use within Pipeline CRM. When dictating the name into a new task, PipelineCRM seems to hear the voice, the text is entered, but when I tab into the next field, the name of the task vanishes and a blank "required" field appears.
1 vote -
1 vote
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API key visibility
It would be great if Admins could see ALL users' API and Web-to-Leads key. Currently Admins that are on teams cannot see the keys of users that are on a different team.
1 vote
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