Branches of Organisations

Kilian Heide
Kilian Heide Member Posts: 18 VERIFIED MEMBER
10 Comments 5 Up Votes
edited July 2022 in Ideas and Product Feedback #1

Hello there,

I'm trying to integrate the branches of the various organisations in Pipedrive. It's important for our work, because we do not only have deals for the whole company (organisation)but for their single branches.
But i could not figure out how's the best way.
Are there any plans from Pipedrive to make a third party next to contacts and organisations for branches?
Or are there any other users which had similar issues and found a good way to work with the given oportunities?

Thanks!

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  • Helio
    Helio Pipedrive Team Posts: 62 PIPEDRIVE TEAM
    10 Comments Pipedrive Team
    edited February 2022 #2

    Hello @Kilian Heide ,

     

    We actually have something which I believe you could use in this scenario. It is called Related Organizations.

    Hopefully this will do the trick for you!

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 366 VERIFIED MEMBER
    100 Comments 5 Up Votes
    edited March 2021 #3

    @Kilian Heide I'd recommend making each branch its own organization. They are likely different locations afterall? 

    Organization Name: 

    ABC Co. (Memphis North)

    or

    XYZ Co. (124th Street)

  • Kilian Heide
    Kilian Heide Member Posts: 18 VERIFIED MEMBER
    10 Comments 5 Up Votes
    edited March 2021 #4
    Helio said:

    Hello @Kilian Heide ,

     

    We actually have something which I believe you could use in this scenario. It is called Related Organizations.

    Hopefully this will do the trick for you!

    Hello Helio,

    Thanks for your reply.
    I thought about this already. The only problem i have with this, i can't find an API-call for these fields. We have a data base for Pipedrive and over 1.000 branches, which we want to integrate and over the time it will get more. So it will be very extensive and time consuming to connect all organisations manually. Do you have an idea to deal with this problem?

    Thanks and best regards

  • Helio
    Helio Pipedrive Team Posts: 62 PIPEDRIVE TEAM
    10 Comments Pipedrive Team
    edited March 2021 #5
    Helio said:

    Hello @Kilian Heide ,

     

    We actually have something which I believe you could use in this scenario. It is called Related Organizations.

    Hopefully this will do the trick for you!

    Hello!

     

    We do have some limitations indeed when it comes to related organizations and API. However, a very good workaround would be what Brad mentioned below.

  • Salma.ben
    Salma.ben Member Posts: 1 VERIFIED MEMBER
    Name Dropper First Comment
    #6

    Hello @Kilian Heide ,

    I have the same issue that you mentioned, I cant connect all organisations manually. Did you find any other solution for this kind of scenario ?

    Thanks,

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