Convert Deals to Leads

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited July 2020 #32
    Mike van der Valk said:

    Hi @Mark Haller this is on our to-do-list, thanks for sharing and happy to hear you are excited about the feature!

    @František Soumar it s till takes a few weeks but we're on it with a team as we speak!

  • Ljana Vimont_4363
    Ljana Vimont_4363 Member Posts: 2
    edited February 2022 #33

    Hello!

     We also desperately need this "DEAL to LEAD" convert button to start using LEADS functionality. Keeping all of the emails we have on the deal. 

    We also need ZAPIER to work with a LEAD creation. We currently use a Zap - contact form submission on site - zap creates a new Deal in Pipedrive. We need Zapier to create a new lead whenever we get a form submission on our site. This is currently not available either. We are very excited to use Leads but we need these things addressed before we can use it. 

     

    Thank you!

     

     

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited June 2020 #34
    Ljana Vimont said:

    Hello!

     We also desperately need this "DEAL to LEAD" convert button to start using LEADS functionality. Keeping all of the emails we have on the deal. 

    We also need ZAPIER to work with a LEAD creation. We currently use a Zap - contact form submission on site - zap creates a new Deal in Pipedrive. We need Zapier to create a new lead whenever we get a form submission on our site. This is currently not available either. We are very excited to use Leads but we need these things addressed before we can use it. 

     

    Thank you!

     

     

    @Ljana Vimont thanks for your feedback. The converting deals to leads is in the works as well as API endpoints from our end. Then it's up to Zapier to implement this change, we've already contacted them it's coming. Emails in the leads inbox is also on our roadmap but won't be there straight away unfortunately.

  • andrew@offscrip.com
    andrew@offscrip.com Member Posts: 1
    edited June 2020 #35
    Marco Govoni said:

    Where I can find "Leads"tab? 

    Hey! would you please add me to the test group as well? my email address is andrew [at} offscrip [dot} com

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited June 2020 #36
    Marco Govoni said:

    Where I can find "Leads"tab? 

    @andrew@offscrip.com in case we'll release a beta test we'll announce it right here in this channel, so please join that channel so you'll be notified when there's any new post there: https://community.pipedrive.com/group/research

  • John O'Neill
    John O'Neill Member Posts: 1
    edited February 2022 #37

    What's the latest timeline for delivering on the convert deals to leads functionality? Kind regards

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited June 2020 #38
    John O'Neill said:

    What's the latest timeline for delivering on the convert deals to leads functionality? Kind regards

    @John O'Neill it's still a few weeks away. Please keep an eye on our What's new topic to stay up to date with the latest changes: https://community.pipedrive.com/feed/whats-new

  • Ljana Vimont_4363
    Ljana Vimont_4363 Member Posts: 2
    edited July 2020 #39
    Ljana Vimont said:

    Hello!

     We also desperately need this "DEAL to LEAD" convert button to start using LEADS functionality. Keeping all of the emails we have on the deal. 

    We also need ZAPIER to work with a LEAD creation. We currently use a Zap - contact form submission on site - zap creates a new Deal in Pipedrive. We need Zapier to create a new lead whenever we get a form submission on our site. This is currently not available either. We are very excited to use Leads but we need these things addressed before we can use it. 

     

    Thank you!

     

     

    Thanks Mike! Please send an email blast when Deal to Lead conversion is possible.

     

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited July 2020 #40
    Ljana Vimont said:

    Hello!

     We also desperately need this "DEAL to LEAD" convert button to start using LEADS functionality. Keeping all of the emails we have on the deal. 

    We also need ZAPIER to work with a LEAD creation. We currently use a Zap - contact form submission on site - zap creates a new Deal in Pipedrive. We need Zapier to create a new lead whenever we get a form submission on our site. This is currently not available either. We are very excited to use Leads but we need these things addressed before we can use it. 

     

    Thank you!

     

     

    Hi @Ljana Vimont not sure where we'll communicate it all, but it will for sure end up here so follow that topic :) 

    https://community.pipedrive.com/feed/whats-new

  • Benji Hassell
    Benji Hassell Member Posts: 1
    edited February 2022 #41

    Hi,

    How is the dev of the Deals to Leads button coming on? Could really use it right now. Is there a beta?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited July 2020 #42
    Benji Hassell said:

    Hi,

    How is the dev of the Deals to Leads button coming on? Could really use it right now. Is there a beta?

    We're almost there. Hopefully still this month otherwise next @Benji Hassell 

    Keep an eye here please as we unfortunately don't have a BETA for this: https://community.pipedrive.com/feed/whats-new

  • Jeannine
    Jeannine Member Posts: 1
    edited July 2020 #43

    DEFINITELY AGREE! 

  • Bastiaan de Groot
    Bastiaan de Groot Member Posts: 3
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    edited July 2020 #44
    Mike van der Valk said:

    Hi @Mark Haller this is on our to-do-list, thanks for sharing and happy to hear you are excited about the feature!

    Any update on when this feature will go live?

     

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited August 2020 #45
    Mike van der Valk said:

    Hi @Mark Haller this is on our to-do-list, thanks for sharing and happy to hear you are excited about the feature!

    Hi @Bastiaan de Groot the latest news I've heard is in the next few weeks. There's still some things to iron out but we're getting pretty close.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
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    edited August 2020 #46

    And it's live: https://community.pipedrive.com/post/converting-deals-to-leads-5f215450f783c67ee43d167d 🚀🙌🏻

  • Andrew Stevens
    Andrew Stevens Member Posts: 1
    edited August 2020 #47

    YESSS!!!!  Thanks @Mike van der Valk 

  • Aaron Cohen
    Aaron Cohen Member Posts: 1
    edited August 2020 #48
    Mike van der Valk said:

    Hi @Mark Haller this is on our to-do-list, thanks for sharing and happy to hear you are excited about the feature!

    this feature is now live! drag your deals down to move to and select leads

  • Amber Cawley
    Amber Cawley Member Posts: 6
    First Comment
    edited August 2020 #49
    Mike van der Valk said:

    Hi @Mark Haller this is on our to-do-list, thanks for sharing and happy to hear you are excited about the feature!

    Yip its awesome... or you can use "LIST" view and select multiple deals to shift. There is an option that pops up just above the list (next to the Green + Deal button).

  • benjamin.teir@greenstep.fi
    benjamin.teir@greenstep.fi Member Posts: 1
    edited May 2021 #50

    Is there  a way to mass/bulk convert deals to leads through the API?

  • MARTA
    MARTA Member Posts: 1
    First Comment
    #51

    Hello! Has the tool "Convert Deals to Leads" been created already? Thank you!

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,046 COMMUNITY MANAGER
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    #52

    Hi @MARTA , yes it has. You can see how it works here.

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