Geocoding

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Ben_11824
Ben_11824 Member Posts: 4
First Comment
edited July 2023 in Sales CRM #1

Hello, reading the features of PipeDrive, I see that street addresses are somehow geocoded with Google Maps. This is great.

 

Are the Lat/Long exportable?

 

What I ultimately need to do is filter and prioritize Leads based on the distance between them.

 

I figured I would do this "offline" using another spatial mapping service where one uploads a batch of street addresses and gets Lat/Long in return, which I would then add as a custom field in my Organization Leads.

 

But if PipeDrive is already geocoding, can I export them?

Answers

  • Hannah Woodman
    Hannah Woodman Member Posts: 2
    First Comment
    edited September 2020 #2
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    Following this as i'm interested in the answer too! Thanks Ben.

    It would be great if you could pull a list of contacts/leads based within a set radius of a location (for example one of our agency locations or the location of an event). I haven't found a way to do this yet.

  • Greg Reinecke
    Greg Reinecke Member Posts: 1
    edited February 2022 #3
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    Hi Ben. I assign Lat/Long as custom fields and calculate distances so as do proximity related analysis between those points outside of Pipedrive. As a GIS professional it’s a little complicated but I do it everyday for customers. I didn’t see that type of capability exists inside Pipedrive. Other similar systems offer it but as best I can see for a hefty fee if at all. 

  • John Lord
    John Lord Member Posts: 1
    edited September 2020 #4
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    This is normally licenced data so I doubt it can be exported.  Try looking at https://www.loqate.com/en-gb/

    they sell geocoding and tend to be the resellers to all other users.  

  • Martin Boonzaayer
    Martin Boonzaayer Member Posts: 49
    First Comment 5 Up Votes
    edited September 2020 #5
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    By the way, the mobile app has a built in feature to find Deals or Persons "near me".  This is a great feature that I wish they would implement on the desktop version as well - and should be easy for them to do since they already do it on the mobile app. Something perhaps where you can choose a deal and find other deals nearby.

  • Patrick Uhlmann
    Patrick Uhlmann Member Posts: 11
    First Comment
    edited September 2020 #6
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    Is it also possible to decide between customers or deal contancts in this feature?

    That would be great

  • Ben_11824
    Ben_11824 Member Posts: 4
    First Comment
    edited September 2020 #7
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    Hi Ben. I assign Lat/Long as custom fields and calculate distances so as do proximity related analysis between those points outside of Pipedrive. As a GIS professional it’s a little complicated but I do it everyday for customers. I didn’t see that type of capability exists inside Pipedrive. Other similar systems offer it but as best I can see for a hefty fee if at all. 

    In the meantime I've been working with UpWork freelancers on a number of other projects and I found several GIS freelancers. I haven't kicked-off the project yet, but knowing this is useful, perhaps somebody can make a simple tool (I know there are a number of Excel formulae that can be run offline). Maybe one in Google Sheets that then can automatically amend a PipeDrive Lead based on the final calculations...

  • Erik_27731
    Erik_27731 Member Posts: 5
    First Comment
    edited January 2022 #8
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    Hi Ben,

    You could try a tool on Pipedrive Marketplace called Mapsly which can geocode your Leads based on the address field and then auto-save their coordinates back to your Pipedrive account or export as a CSV file.

  • testyrisk
    testyrisk Member Posts: 2
    First Comment
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    @basketball stars I think you can't export them