Contacts Management / Sync

Problematic Customer Markers
Is it possible in the future we could have something on contacts that marks them as problematic or even barred from the establishment? When I worked for hospitality, we used a program called Campspot. In said program you could mark some one as problematic and write out what they did (so that if you hovered over the mark,…
Syncing Shared Contacts
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…
Birthday field / reminder for Contacts
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
Filter or Activity types in History
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.
Duplicate Contact
We may have a unique situation but it would be very beneficial if there was an option to duplicate a contact. This would allow us to create a new contact with the same notes and files of the original contact, without deleting the original contact. This is important to us as in our business, we have clients moving into…
Emails from Pipedrive to HubSpot
Hello there, I'm migrating from pipedrive to HubSpot and even though via import it brings some emails, it doesn't do it with all of them. There are limits on what gets synced, especially with retroactive emails. They say it's because of the way pipedrive stores emails but I don't understand. What do you recommend?
Activity Filtering in History
It would be really helpful if we could choose to view specific activity types on a contact cards history. It gets frustrating to try and see what tasks have been completed when there are hundreds of phone call/ sms activities. Why are emails broken out but calls/ sms/ other activities aren't?
Duplicate button on a people
Most of the Labels which you have to enter in a field are common in people who work at same organization. So it would be helpful if we can have duplicate feature in a contact very similar to what we have in deals
Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
Best Practices for Managing Inherited Customers in Pipedrive?
Our team inherited a set of customers stored in Pipedrive. Do you have any good ideas on how our team could best manage them? One idea we had is to mark all current customers (who are in different stages, such as lead, contacted, call, etc.) as 'gray' in Pipedrive. We do not know if this is even possible. Then, when…
Link multiple Contact people to a deal
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
WebDav and CalDav Syncro
Hello Everyone, I really like Pipedrive, but I have my contacts and calendar account on another server that doesn't belong to Microsoft or Google. I would like to be able to sync my contacts and calendar using WebDav and CalDav. Can you give me suggestions on how to resolve this?
Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
Remove the "Organization" data field from the Add people card?
Is there a way to remove the "Organization" data field from the Add people card? We don't use Organizations for anything in our application of Pipedrive for our business. It's a nuisance to have it on the add person card when I want to use that "real estate" for more important things for our workflow. Any ideas why I can't…
Managing Child Data
Hello, After a lead becomes a deal, then a customer (or account), is there a way in PipeDrive to store information about that customer/account and the children that roll up to that account? For example, if a hospital is a customer, and there are practices within that hospital that are considered child accounts, is there a…
Connecting married contacts
How do I connect two contacts that are partners? How to connect two contacts into a deal?
Capturing contact data from mail signatures
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
Adding multiple Contacts/People to a Lead
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
Order of seperating First and Last Name
Hi, I’ve noticed that when I fill in the Person field in Pipedrive, the system automatically splits the name into First Name and Last Name fields. However, in Hungarian, names are written in reverse order (Last Name first, First Name second). This causes the names to be assigned incorrectly. Is there a way to adjust this…
Profile Phone Number (** singular **) in automation
Hi, it looks like PipeDrive stores multiple profile phone numbers under the person phones fields. Is there a way to retrieve only the first listed phone in an Automation? I'm passing this data to an external service for a more complex flow, and when I use the person phones fields, and if the profile has more than one phone…
Reclamação
Quero deixar registrado a minha insatisfação quanto ao uso de uma ferramenta basilar, que é a organização dos contatos no negócio por ordem alfabética. Em solicitação de informação ao suporte técnico, fui informada que o uso desta ferramenta está disponível apenas na versão em inglês, o que é um absurdo, visto que o CRM é…
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
Bulk Import from Contacts > People to Leads
Hello everyone, It would be really useful to have the ability to select multiple contacts from the Contacts > People database and add them to the Leads database in bulk. Currently, the available options are: Manually opening each contact and adding them as leads one by one. Searching for the prospect’s name directly in the…
Book an online meeting on website with filtering, qualification and sync with Pipedrive
At the moment I have a Calendly widget on my website for booking an online video meeting that allows me to ask the lead some initial questions for filtering and routing, and then if the lead is qualified, ask some more questions that are necessary for the initial discussion with a lead during this meeting. The widget is…
Adding a Contact without an Organization
Hi - Is there a way I can add a contact without adding an organization? Im currently tracking how we onboard Members on Airtable with different statuses and would love to do that on here but I keep getting the organization is required.
Add Organizations as Participants in deals
We ask to add Organizations as Participants in deals. Currently only People can be added as Participants in Deals; however, often a Company is a Participant in a deal rather than just one person. Secondly, if Participants could be added automatically by Pipedrive when email is synced under the deal - this would enable to…
One-way contact sync from Pipedrive to Google?
Hi everyone, Is there a way to sync contacts entered into Pipedrive, into Google, but not vice versa? I am a realtor and my google contacts are a mix of other agents and clients, so two-way sync is not helpful for me as it puts other realtors into the CRM. Please let me know, if you know. Thanks!
Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
Multiple organizations tied to the same person
Would you find it helpful to have multiple organizations tied to a contact?
Add a setting toggle or tabs to show person's history on leads and deals
Right now, the lead or deal doesn't show any activity data (notes, calls, emails) from the person's record. Deal record: Person record: Please give us the ability to see historical activity on a lead or a deal that is on the person's record, whether by a toggle setting, or by adding a section or tab to the history area.…

Contacts Management / Sync

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