39 results found
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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.
6 votes -
1 vote
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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 -
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 -
Create an integration with ZoomInfo
ZoomInfo is a major platform for prospecting and client development. Would be great to allow for direct feed of prospects into the Pipeline platform.
1 vote -
homebot
Let's get connected with Homebot and Mortgage Coach.
1 vote -
Google map Integration of Customers, Prospects, Etc.
It would be nice if you could create a google map through Pipeline of all your customers and be able to have different color icons for customers, prospects, etc.
4 votes -
Provide an integration with LinkedIn
Provide a LinkedIn Integration that will allow for the ability to import profiles into contacts.
Provide a LinkedIn integration that will allow for 'contextual information' about a Person to be pulled into LinkedIn.
Provide the ability for the Pipeline App to auto-populate profile pictures from LinkedIn.
Provide the ability for the Pipeline App to sync with LinkedIn so that when a LinkedIn contact changes jobs or companies that would be reflected within Pipeline in near real-time..
Provide a LinkedIn integration that will import a contact name and / or title direclty into the Pipeline App from a LinkedIn page (e.g.…
29 votes -
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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