Contacts Management / Sync

App Integration - Dialpad
Pipedrive should intagragrate with Dialpad app the way it does with Justcall app. https://www.dialpad.com/
Freeze Rows & Columns
It would be very useful to have the ability to freeze rows and columns in the Pipedrive contact list just like in your average spreadsheet software like, Google Sheets or Excel. It would make it way easier to navigate the contact list when much data is visible.
Multiple Labels and contacts and organizations.
It would be great to have multiple labes for contacts and organizations. I know that I work around is custom fields, but they are not as visual as labels. A good example for labels in organizations would be: Company A: Label 1 buy procuct "semilla", Label 2 Interested in product "tierra" No potencial IN product "zamilla"…
Link a contact to two different organizations
Hello everyone, is there a way to link a contact to two different organizations?
Mobile App - Edit Contact Filters
There should be an ability to create quick temporary contact filters on the mobile app to quickly sort out and look though contacts on the go. Curranty it only allows us to view saved filters that where created on desktop but doesn't give us the ability to make new filters or even do a more detailed search of contacts in…
Contact Sync - Merge Similar Fields - Google Contacts
It would be great if the default fields that show up, when syncing contacts with google contacts, could be merged or connected to existing fields. For example I already have a field called "Date of Birth" but google contacts brought in "Birthday" as a separate field that's not connected in any way. Also Default Pipedrive…
Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
Leads and Contact - will it duplicate on upload?
I have an excel database of leads however some of these are current customers. Is there a way of identifying who the current customers are from the contacts when I upload so it duplicate?
Activities and/or notifications triggered by Inactive Days
I want to get a notification, or trigger an activity, for People or Organizations for which I haven't had any interaction with for a set number of days. For example, if there's been no communication with a specific customer for 90 days, I'd want to get an alert to act on them. Pipedrive used to have this feature in the…
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!…
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!)
New to PD - need help with Contacts back to Leads
I have a bunch of contacts in PD but many are very cold and could do with re-qualifying, or starting again. Some are probably dead. What is the best practice to move the Contacts back into Leads? Or is there a better option? If I manually add them as a lead I get a duplicate record! Thanks, A
Can you please add the ability to Child / Parent / Sister Organization relationships via CSV Data Up
Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs
How can i Manage Different Contacts with same email and Organization?
In my case, organizations normally has institutional emails runs by different people over the years. For example: "sales_ABC@hotmail.com" in 2017 my contact was Megan, in 2029 George, and 2023 Peter. I can NOT change the name every time, because then we get lost on what was discuss and agree with the person before at that…
Ability to send to batches of 100 contacts
If you select more than 100 people, you have the ability to choose the first 100... but after that no assistance to select the next 100's after that. Even the ability to view 100 contact per page so I can select the first 100, send, then next page, select all, etc. NOT geared up for larger contact databases at all!
Lead vs Contact
I have been a small business owner for a while. I do not understand the difference between "lead" and "contact" as it pertains to Pipedrive CRM. I have looked for help articles and cannot find information. Most importantly, how does the differentiation: * Affect the way I use Pipedrive? * The way I enter or upload my…
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!
Link multiple companies/organisations to an activity
Sometimes I have a meeting with 2 different companies at the same time. When adding notes to this activity I want to link the activity to multiple companies (like what you do with persons), so that the activity shows up in the timeline of the company (and not allone the timeline of the person). Currently you can only link…
Save new email contacts to pipedrive contacts
Good morning, I have successfully linked my Outlook account with Pipedrive, and I am curious to know if there is a method to automatically generate and store new contacts in Pipedrive whenever a new sender is identified in Outlook emails. Thank you in advance!
Contact Deactivation
Developer should provide contact deactivation feature. In case Customer presently working in XYZ organization and after sometime if he/she change it and start to work with ABC Organization then we should be able to deactivate fist entry. If we label it as inactive then it will pop up in duplicate entry. If we delete…
Auto sync emails sent to 'Participant' contacts on a deal
Hi there, My company urgently needs the Pipedrive product team to auto sync any emails sent to 'participant' contacts to a deal. Currently if you're emailing a client who isn't listed as the point 'person' on that deal then it won't be recorded in the activity (unless linked manually). In most companies there are multiple…
Asking for Advice: Bulk convert contacts to leads
Sorry if this is a duplicate but I couldn't find the response I needed so I am posting a new one. I have a bunch of contacts I want to bulk convert to leads however I can't find that function. I tried importing into the leads inbox but the records were just merged with existing contacts and no new lead was created. I can…
Working with partners / Partner Portal
Hello everyone, We plan to expand our sales with external partners, helping us to distribute our products. The last weeks I work to write best practices around partner management in Pipedrive. I also worked out that the partners need a lot of additional stuff, so I came around to launching our own partner portal (connected…
Enable Related Organisations Field throughout Pipedrive
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…
Bulk Conversions
hey guys, thought i would reach out to the PD community to see if you could assist me with a scenario i need some assistance with. I have a bulk list of contacts and would like to bulk move them to leads. At this stage it looks like i can only do this individually, is there a bulk ability to do this quickly?
Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…
Would you find it helpful to have multiple organizations tied to a contact?
Would you find it helpful to have multiple organizations tied to a contact?
Archiving Contacts
Instead of deleting a contact, can we archive the contact? I do not want to transfer all their data to a new contact. We work on capital projects that take months to years to close. Contacts can come and over from the companies we are working with, and it would be nice to still keep all their data (emails especially,…
Importing Multiple Options Field
I recently added a new multiple options field on people to be able to track specific types of information so we can segment individuals in various overlapping ways (e.g. lives in DC, works for a nonprofit). I don't know when this new field type was added, but I'm really excited about it! However, I'm not sure if it is…

Contacts Management / Sync

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