Multiple organizations tied to the same person
Comments
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Plus one for this issue. We have people who are responsible for multiple branches so being able to link multiple branches to the same person is essential.
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I just ran into the need for this today. Two different companies (one a prospect; the other a customer) have my contact as SVP of one and President & COO of the other.
I wish Pipedrive wouldn't go dark on this, rather explain to us that it can't be done (maybe there are trade-offs that they feel are unacceptable), but not addressing each and every comment herein is what I call "going dark" on the issue. Not a good way to be perceived.
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Couldn’t of said better. This is a simple function that needs to be taken seriously. Along with automations needing to be able to be set team wide rather than each user. It is disappointing that they seem to be non responsive.
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Same here, need it desperately too
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Yep, I'am already waiting 3 years for it. It's not a nice to have but a must have.
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We deal with Real Estate Brokers who obviously belong to their own company, but can be the main contact for various Organizations. To get around this I made an "Organization" custom field, for us I called it "Main Contact", so then that Broker can be connected to as many Organizations as needed.
The issue still remains though, that if I do a filter under People, the Organizations that don't have an actual "Person" attached to them (because they are using a Broker), won't show up in the filter. To get around this I had to also create a "Person" custom field under the Broker that I can input the Organization and then make sure I include that column in the filter. It works, but it is a pain because if the Broker represents more than one Organization I have to create multiple custom fields (ie Tenant Rep 1, Tenant Rep 2 etc.).
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I have people who work for a company (possible client) and belong to a local association chapter (possible client). To help me I have created the chapter name and related information in the people section so I can sort on them. Klugy but works.
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Hello,
We are a professional company based in Belgium that has set up an entire automation workflow for Real Estate. We give free consultations as a service solution provider partner of Pipedrive.
We have created a database that synchronizes with Pipedrive to manage al your data. We push it to several workflows into Pipedrive and other systems.
We collect data from:
- Lead platforms (seller leads)
- Social media platforms (seller & buyer leads)
- Your personal real estate website (incoming data: buyer & seller leads)
- Real estate platform requests visits (incoming data: buyer & seller leads)
We push data to following flows in Pipedrive:
- Follow-up flow
- Prospection flow
- Home valuation flow
- Preparation (marketing) flow
- Visits for sale
- Visits for rental
- Visits for Newbuild
- Billing workflow
- Or custom flows
We connect data with:
- Your preferred billing system
- Your CRM to manage your properties ( you don't need to work with a CRM)
- Email marketing software to trigger flows
- One-time emails for follow-up notifications before and after appointments
We can always do a free online call to see how we can help you. Visit our website www.amai.immo or book a free call true this link: https://calendly.com/future-marketing-agency/online-meeting-001
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Oh wow, I only realized now that this feature is missing. Many of our clients represent multiple companies... now we have to accept duplicates in our database. I am looking forward to an update on this feature
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Adding my support to the need to have this added.
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📢Please vote up 🔺for this feature.
Duplicate threads and ideas on same / similar topic. Taken together, I think these threads have a very decent audience: views: 2704, 139 comments, 21 reactions
- Linking people to multiple organizations (511 views, 15 comments, 5 reactions)
- Associate a contact to multiple organizations (182 views, 7 comments, 4 reactions)
- one person for multiple companies (1837 views, 105 comments, 9 reactions)
- Can link only one organization to a contact? (104 views, 9 comments, 1 reactions)
- Creation Contact Relationships (70 views, 3 comments, 2 reactions)
- & probably others ..
If you Pipedrive Community managers @Inês Batata @Manuel Oliveira @Natasha Kupusovic @Külli Kruusla @Dina Osman do such a merge, it would be greate to:
- Write a post/message about it in the linked discussion that the merge has occurred. Write about it. Write which discussion threads you merged. Make it clear. And it's not happening quietly. It's confusing.
- Edit the headline/topic of the discussion accordingly. Because in this case, for example, discussions were merged that involved "mentions" in LEADs, mentions of PERSONs (not just USERs), etc.
- Keep and sum/tally vote ups from individual threads.
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📢Please vote up 🔺for this feature.
Duplicate threads and ideas on same / similar topic. Taken together, I think these threads have a very decent audience: views: 2704, 139 comments, 21 reactions
- Linking people to multiple organizations (511 views, 15 comments, 5 reactions)
- Associate a contact to multiple organizations (182 views, 7 comments, 4 reactions)
- one person for multiple companies (1837 views, 105 comments, 9 reactions)
- Can link only one organization to a contact? (104 views, 9 comments, 1 reactions)
- Creation Contact Relationships (70 views, 3 comments, 2 reactions)
- & probably others ..
If you Pipedrive Community managers @Inês Batata @Manuel Oliveira @Natasha Kupusovic @Külli Kruusla @Dina Osman do such a merge, it would be greate to:
- Write a post/message about it in the linked discussion that the merge has occurred. Write about it. Write which discussion threads you merged. Make it clear. And it's not happening quietly. It's confusing.
- Edit the headline/topic of the discussion accordingly. Because in this case, for example, discussions were merged that involved "mentions" in LEADs, mentions of PERSONs (not just USERs), etc.
- Keep and sum/tally vote ups from individual threads.
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📢Please vote up 🔺for this feature.
Such a simple thing, and so useful. It solves so many things:
- people changing jobs, leaving projects,..
- working at multiple companies
- working in a structure (e.g. university > faculty > institute)
- etc etc.
Duplicate threads and ideas on same / similar topic. Taken together, I think these threads have a very decent audience:
- Linking people to multiple organizations #1 (511 views, 15 comments, 5 reactions)
- Linking People to multiple Organizations #2 (162 views, 2 reactions)
- Associate a contact to multiple organizations (182 views, 7 comments, 4 reactions)
- one person for multiple companies (1837 views, 105 comments, 9 reactions)
- Can link only one organization to a contact? (104 views, 9 comments, 1 reactions)
- Creation Contact Relationships (70 views, 3 comments, 2 reactions)
- Updating Contact: Customer Contacts who leave an Organization, do you delete or change their name?
- Hello everyone, is there a way to link a contact to two different organizations without necessarily
- Contact Deactivation
- How to retain contacts history when they move to another organisation
- What is the best way to deal with people that switched companies and you want to preserve the all in
- Feedback, need archive fonction for contacts
- 2-way relationships between Contacts
- Would you find it helpful to have multiple organizations tied to a contact?
- Hi I sell a lot through partners and would like to have the same contact person both be on the Partn
- Contacts multiple organizations
- Things I miss in Pipedrive: Person's employment history
- Contact Various Organisations/Companies
- HELP - Is there a way to link multiple properties (a clients real estate portfolio) to a contact or
- Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way
- multiple orgs for contacts and/or deals
- & probably others ..
(This list has given me a lot of work, and I think it should be mostly the work of the administrators of this Community. So at least you can see how much I want this feature.)
If you Pipedrive Community managers @Inês Batata @Manuel Oliveira @Natasha Kupusovic @Külli Kruusla @Dina Osman do such a merge, it would be greate to:
- Write a post/message about it in the linked discussion that the merge has occurred. Write about it. Write which discussion threads you merged. Make it clear. And it's not happening quietly. It's confusing.
- Edit the headline/topic of the discussion accordingly. Because in this case, for example, discussions were merged that involved "mentions" in LEADs, mentions of PERSONs (not just USERs), etc.
- Keep and sum/tally vote ups from individual threads.
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Hey, everybody. You've hit a sore spot on Pipedrive. Such a simple thing, and so useful. It solves so many things:
- people changing jobs
- working at multiple companies
- working in a structure (e.g. university > faculty > institute)
- etc etc.
This could all be solved by "One person in multiple organisations" support. Pipedrive knows full well that people have been asking and requesting this feature for years. But apparently it's too much work for them, so they've ignored these requests for years.
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SBNYC, I just peeked and it seems this feature has become a requested requirement as far back a 03/2020 -- maybe farther in other threads, but that is as far as this goes. The answer to your question if this feature is on their roadmap is: not as far as we can tell which probably means 'No.'
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Hi
This is a feature I would love. Freshsales and Hubspot have this.
I am a member of a networking organisation and I use the custom field to assign the other organisation (the networking group name), however, the Freshworks and Hubspot features are so much better because you are able to see everyone connected to it in a list and able to contact them.
Many of us require multiple organisations for the people we interact with.
Please can we have this added.
Thanks
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I just received an email from Hubspot and, with stiff competition out there, it's efforts like this that have companies leave existing platforms when they feel they are not being listened to -- like on this issue within this thread:
Hey Tom,
Noticed you spoke with my colleague earlier this year and mentioned your team is leveraging Pipedrive (and possibly mailchimp?)
Curious if your team is in love with Pipedrive or if you're considering alternatives for 2024?
A ton of the other leaders I'm speaking with feel like they've outgrown the platform and are looking to make a change next year.
Would it be a terrible idea to have a brief chat to understand how that relationship with Pipedrive is going and if HubSpot can support?
Eva Tinang
BDR
Sales | HubSpot
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Hey, everybody. You've hit a sore spot on Pipedrive. Such a simple thing, and so useful - it solves so many things:
- people changing jobs
- working at multiple companies
- working in a structure (e.g. university > faculty > institute)
- etc etc.
📢Please do not forget to vote up🔺for this feature on the first page of this thread.
To this date, it has absurdly few vote-ups. It should have an estimated hundreds of vote-ups and he only has "26".
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I couldn't find this anywhere and thought I had posted this in past but seems not.
I would like to connect a person to another organisation directly rather than a custom field or other organisation.
Freshworks and Hubspot do this well.
I am in a networking group so a member of my group will be connected to their business and the chapter I am a member of. It means that I can see what deals are done by organisation at two different levels.
The other organisation feature doesn't work for reporting.
Thanks
Purnima
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Diese Funktion fehlt definitiv, und es gibt zunehmend Personen die In auch kleinen Organisationen verschiedene Funktionen oder unterschiedlichen Geschäftszweigen aktiv sind mit anderen Rollen und dennoch die Kontaktdaten gleich bleiben. Da ist PD dem Markt hinterher
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I'm working with doctors and nurses, who often work in more than one hospital. Being able to link them to both organizations would be very helpful !
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I understand why this would be complicated to set up but I hate seeing the duplicate notification or even having to correct a person's info across different profiles. They can have separate emails linking them to each business, but at least they're the same person.
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Hi - is there any update on this at all Pipedrive?
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I raised this recently with our Customer Success Manager. The response was:
"I understand, I hope this will be released soon, but can't confirm if it will or when. I have stressed the importance of this and created a feature request and looped the product managers in as well."
Although the CS person has probably done their best, I think that from this response we can assume that PipeDrive is not taking this feature request seriously, and if they've really only just created a feature request for it then that's shocking customer service given the age and size of this thread.
Honestly, anyone looking here, please just go to Hubspot and save the pain. They listened to their customers and added this feature. If we started again that's who we'd go with.
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It is shocking that such a basic element of a CRm-system is constantly ignored by Pipedrive while they put time in features we don't need.
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Even at the Enterprise level, Pipedrive still doesn't offer features which are crucial to have in CRM systems. I agree there are many features in PD that serve a small segment of users and are quite useless. While ALL customer needs should be taken into consideration, Pipedrive has a ways to go to become a stronger competitor of the other CRMs in the market. Unfortunately, Pipedrive hasn't built a strong enough case for my company to switch to a higher level subscription. I'm beginning to wonder if Pipedrive is targeting a very specific niche market within the sales community and if this will be the right fit for us in the long term.
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