Converting Deals to Leads

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Sean Kila
Sean Kila Member Posts: 2
edited July 2023 in Sales CRM #1

As shown in the video introducing us to the new Leads feature, I have a stage of my pipeline dedicated to leads. It's overcrowded, to say the least, and it'd be stellar if I could convert every one of those deals to a lead without having to manually do it. 

Any suggestions?

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited April 2022 #2
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    Hi @Sean Kila this is something we're working on still. However, a workaround right now would be to export your deals and import them back in as leads. Not ideal, but does work.

  • Doug Nenzel
    Doug Nenzel Member Posts: 1
    edited February 2022 #3
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    I assume many (most?) PD users have this issue.

    We have multiple pipelines dedicated to leads that are Deals that we now need to convert to leads.

    Happy to see the Leads functionality though!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited April 2020 #4
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    I assume many (most?) PD users have this issue.

    We have multiple pipelines dedicated to leads that are Deals that we now need to convert to leads.

    Happy to see the Leads functionality though!

    Thanks @Doug Nenzel. I'm also very excited to see the leads inbox in Pipedrive. Even more excited about all the development that is planned there :) 

  • Johanna Malen
    Johanna Malen Member Posts: 1
    edited June 2020 #5
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    Any update on this? Would be REALLY helpful to be able to convert deals to leads!

  • Eric Paasche
    Eric Paasche Member Posts: 2
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    edited June 2020 #6
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    Hi
    I think it is great that you have introduced the new leads feature and also great that you can tag the leads.

    I totally agree to the above. We have many deals which are more leads than deals.  But we don't want to delete them nor mark them as "lost". So we have kept them in the pipeline.
    This makes the statistics  - like deal conversion rates and so on - all wrong. So I really look forward to be able to moving deals to leads - so we can really focus on the clients who have made the way into the pipe, while at the same time keeping track of the leads  - send them newsletters etc....

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited June 2020 #7
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    @Johanna Malen and others, our goal is to have it live in ~1,5 month. It might be a few weeks earlier/later due to unforeseen circumstances but we have a team working on it right this moment!

  • Arthur Leliveld
    Arthur Leliveld Member Posts: 2
    edited February 2022 #8
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    fully agreed with all above, we would love the ability to revert deals back to leads so we can cleanup our current pipeline, keep us posted on progress please

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited June 2020 #9
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    fully agreed with all above, we would love the ability to revert deals back to leads so we can cleanup our current pipeline, keep us posted on progress please

    Hi @Arthur Leliveld any new update will be shared in the  "What's new" topic, so please be sure to hit the follow button there!

  • David McQuaid
    David McQuaid Member Posts: 1
    edited February 2022 #10
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    I am also looking to hearing how we can convert contacts currently held in "Deals" back into "Leads." Any update?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited June 2020 #11
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    I am also looking to hearing how we can convert contacts currently held in "Deals" back into "Leads." Any update?

    @David McQuaid it's getting closer but still a few weeks a way. We have a team now working on it daily though, just need to iron out the details and get it functional now.

  • Matiss Kalans
    Matiss Kalans Member Posts: 1
    edited February 2022 #12
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    @Mike van der Valk any updates? In your last post almost 3 weeks ago you mentioned "a few weeks away". Just wondering. Tried the export/import but for some reason it imported the data back to the deals (and not leads). And I did start the import from the Leads page drop down menu on "add lead". 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited July 2020 #13
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    @Mike van der Valk any updates? In your last post almost 3 weeks ago you mentioned "a few weeks away". Just wondering. Tried the export/import but for some reason it imported the data back to the deals (and not leads). And I did start the import from the Leads page drop down menu on "add lead". 

    Hi @Matiss Kalans we're very close now! Laying the final tweaks it's hard to promise a date but trust we're almost there :) we'll notify here in the What's new topic when it's live.

    Regarding importing, make sure to match Lead type of fields to your columns
     

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited February 2022 #14
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  • Lucas Brechot
    Lucas Brechot Member Posts: 2
    edited August 2020 #15
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    Hello,

    what would be the recommended way to do this via api ? there does not seem to be an equivalent, should we create the deal and remove the lead afterwards ?

    Thank you

  • Lucas Brechot
    Lucas Brechot Member Posts: 2
    edited August 2020 #17
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    @Mike van der Valk That's my point, there doesn't seem to be and endpoint that does what the converting button does, neither in the leads nor in the deals api, ie creating a deal from a lead and (seemingly in the UI at least) removing the lead.

    With the API I can indeed create , search, delete a lead but that's not the same as converting into deal. I can also update a lead, but this simply changes fields in the lead, it doesn't create a deal either.

    So I have to reiterate my question : what would be the recommended way to do this via api ? there does not seem to be an equivalent, should we create the deal and remove the lead afterwards ?

    Thank you.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited August 2020 #18
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    @Lucas Brechot I checked with our team but currently unfortunately you are right. You need to get All leads, store them somehow, and the for each one of them create a deal, and then delete the leads. Not ideal but there's no better solution at the moment.

    However, I'll let our team know it would be great if we can make a better option for this in API.

This discussion has been closed.