How do you handle lead scoring in Pipedrive?

Manuel Oliveira
Manuel Oliveira Admin Posts: 1,407 COMMUNITY MANAGER
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edited February 26 in Business Talk #1

Lead scoring is a hot topic for Pipedrive users, and research based on customers’ feedback shows there is no one-size-fits-all approach. Some teams rely on point-based scoring, assigning values to actions like email opens, calls, and demo requests. Others prioritize Ideal Customer Profile (ICP) scoring, using factors like company size, industry, and job title. And many businesses mix and match, adapting their models to different pipelines and sales strategies.

The processes and tools often vary similarly, whether using Pipedrive through custom fields and pipelines or externally with spreadsheets or third-party tools.

We want to hear from you! How are you scoring leads in Pipedrive? Which methods work for you, and where are you finding challenges? Let us know in the comments below.

Comments

  • jhollender
    jhollender Member Posts: 36 VERIFIED MEMBER
    10 Comments 5 Likes 5 Up Votes

    We're not because Pipedrive doesn't have a built-in scoring system. You could only update a field by some third-party solution based on customer actions. It would be nice if we could actually configure this in Pipedrive itself.

  • Kevin c
    Kevin c Member Posts: 4 VERIFIED MEMBER
    First Comment
    edited February 16 #3

    Basamos nuestro cálculo en datos cuantitativos. Nuestro campos cuálitativos son transformados en índices en plataformas externas para poder realizar cálculos. Pipedrive no proporciona una manera de realizar un Lead Scoring. Por ende, utilizamos una plataforma externa que nos permita primero determinar una puntuación basado en los campos completados, actividades y correos. Luego según un sistema de rangos, estas puntuaciones son transformadas en etiquetas que se pueden visualizar en Pipedrive.

  • Toni_G
    Toni_G Member Posts: 6 VERIFIED MEMBER
    First Anniversary Name Dropper First Comment
    edited February 18 #4

    Many people in the Pipedrive community have raised requests here and called for native Pipedrive Lead scoring since 2022. Lead scoring is considered by most as core fucntionality for a succesful CRM. It is now 3 years on, 2025 and still no response from PD or any clear direction on whether it is on roadmap and timeframe.

    I think the quesiton should be - How does Pipedrive intend to handle lead scoring (or not)?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,407 COMMUNITY MANAGER
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    Thank you for sharing your perspectives! I’m happy to reveal that native lead scoring is in the works and will become available as one of Pipedrive Pulse’s capabilities! Development is ongoing, and we hope to have lead scoring out before the end of H1 2025 along with other AI-powered features for lead acquisition.
    You can look at our 2025 roadmap here to preview what we’re working on. To learn about new releases as they become available, be sure to follow the What’s New category right here in the user community.

  • Josh Buesking
    Josh Buesking Member Posts: 244 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    edited February 28 #6

    The roadmap is so disappointing. Mostly AI confirming what we've all been worried about.

    It's mind boggling to me how a customer relationship managing software thinks we want AI to manage our customers.

    Customers do not like lazy salespeople and that's what AI screams in my opinion.

  • Toni_G
    Toni_G Member Posts: 6 VERIFIED MEMBER
    First Anniversary Name Dropper First Comment
    edited March 6 #7

    Thanks for the update. Can you please advise what plan/tier will Pulse be available on?

    I would hate to think that Pulse will only be made available on the highest tier or even a newly created tier like Enterprise+ or Enterprise++.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,407 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers

    Hi @Toni_G this feature is currently in beta and is being tested on our power and higher plans. We’ll announce the availability of all Pulse features in the community and on our pricing page once it’s out of beta development.