Automatic Smart Data Search Is there a way in Pipedrive that Smart Data Search is automatically run

Alina Maria Weide_13616
Alina Maria Weide_13616 Member Posts: 2
edited July 2022 in Sales CRM #1
Automatic Smart Data Search

Is there a way in Pipedrive that Smart Data Search is automatically run through all the contacts & organization instead of running through it contact by contact / org by org?



Obrigada! ;-)

Answers

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,169
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    PRODUCT MANAGER
    edited June 2022 #2

    Hi @Alina Maria Weide 

    Unfortunately this is not possible. The main reason for this is because from our research generally users in Pipedrive don't work with all their data in the account. Since fetching the data and storing it is costly and increases the load on your account the decision was made to make it a manual action. I hope this explanation helps you.

    https://community.pipedrive.com/user/alina_maria
  • Aaron Lifshin
    Aaron Lifshin Member Posts: 2
    Second Anniversary First Comment Photogenic
    edited April 2022 #3
    It would be nice to have a setting for this.