Contacts Management / Sync

Deal moves to different organisation
Hi everyone, I'm having a lot of issues with deals changing to different organisations when a contact moves to a new company. I walked through this problem a couple of months ago with someone from the Help team but didn't really solve it. For example, Joe Smith moves from ABC organisation to DEF organisation. When I look…
How may I set the automation workflow to send an email to third party involved in the deal? (I only
How may I set the automation workflow to send an email to a third party involved in the deal? (I only see contact, creator, owner in the TO section) for example, once the deal is moved to a new stage, an automatic email (template) sent to the client's agent, lawyer or advisor.
is pipedrive support unique text custom field ?
I want to add subdomain in organisation which is unique for every organisation, can it be possible ?
Building target lists 'Leads Inbox'
I am finding myself adding leads to the leads inbox from contact records in our piepdrive database for people I want to make sure are front and center for me to contact. Prime targets so to speak. * Is anyone else using this the same way? * does anyone else use a different solution that works well for them?
Is there a way to track "new contacts added" in the Insights section?
Personalizar campos de dados = CNPJ
Criei o campo, porem ao cadastrar um CNPJ ele assume outro valor quando salvo a organização criada. Como resolver este impasse??
Is it possible to link or associate two contacts?
We are dealing with a database of individual health patients, and looking to be able to create records for therapists and then associate them. One patient would be associated with one therapist, but one therapist could be associated with multiple individual patients. We are not using the Organization level because there…
Ein Kontakt zwei Organisationen
Hallo Community, ich bin neu hier und habe auch gleich schon eine Frage. Ein neuer Kunde (Kontakt) hat zwei unabhängige Firmen (Organisation). Der Kunde möchte unser Produkt für seine beiden Firmen kaufen. Wie kann ich dies entsprechend im pipedrive vermerken. Ich habe versucht dem Kontakt eine zweite Organisation…
how to sort people by interests
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organiz
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organization address to detect duplicates. This is a challenge and I would like to ask that PD expand the duplication feature by also allowing for org names + domain name to used to detect duplicated. We have names of prospects,…
파이프드라이브 가이드: 고객 목록 필터링
질문: 고객 목록에서 특정한 조건의 고객만 선별하려면 어떻게 하나요. 답변: 고객 목록에서 필터를 설정하세요. * 좌측 메뉴 '연락처' 클릭후 '고객' 선택 * 우측 상단 필터 선택하여 '새 필터 추가' * 원하는 조건 입력하여 필터 생성 필터 설정 관련하여 다음 링크의 동영상 참고하세요. * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기) 참고 * Filtering - from Pipedrive Knowledge Base * 파이프드라이브 가이드: 필터 설정 (성사된 거래와 진행중 거래 동시에 보기)
파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지
Survey: What matters most in contact details of your leads?
We would like to help you to get the contact details of your leads easily. We have a few questions we’d really want to ask you to help us understand what matters most to our customers. Could you help us out? ✅ It shouldn’t take more than 3 minutes of your time. If you can spare the time, please add your input in this…
Several contact lists + more user friendly.
I would really need the possibility to create several contact-lists (for people) instead of just one big with different custom fields. We have a big amount of data and right now we find it easier to sort it in different spreadsheets/contactlists regarding the category of the customer. I'm also looking for an easier way to…
Mapping new leads/deals to existing organizations
Hi Community! We want to have our web forms create a new deal, but not a new organization. Right now, every new web form creates a new deal. (great!) BUT I don't want it to create a new organization if there is already one live! Is it possible to map this lead (create a look-up) and have them merged vs creating a new one?…
Extração de contados de pessoas da organização por etapa do funil do negócio
Tenho necessidade de extrair todos os contatos das organizações que se encontrem em determinada faze do funil. Porém não é possível, pela extração normal através de pessoas ou relatórios ele só considera o contato principal, mas no meu caso eu preciso de todos os contatos para estratégia de IBM. Se alguém puder ajudar,…
Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…
Is Pipedrive able to recognise contact email addresses including company name and add these automati
När ska du använda tidslinjevyn för kontakter?
När du säljer kan du behöva få en visuell representation av dina historiska aktiviteter med en specifik kontakt på ett företag eller ett företag med alla dess kontakter. Detta är ett snabbt sätt att säkerställa att inga viktiga kontakter försummas. Jag ska nedan beskriva hur du gör i Pipedrive CRM och där kan du använda…
When merging contacts, is it possible to have the participation tags merge? I am often merging two d
When merging contacts, is it possible to have the participation tags merge? I am often merging two different people and I want to capture all of the participation tags on both profiles; currently one is overwriting the other.
Moving Through Contacts
Can you add a button to make it possible to cycle through contacts... perhaps in the upper righthand corner of the individual contact screen? It would make it easier when calling through a batch of contacts, instead of going back and forth to the home screen where contacts are listed.
Does anyone know how to create contacts without creating a deal?
I can't believe I have to ask this question. Does anyone know how to delete a contact? I have clicke
Pipedrive API : How to handle Persons existence?
hi, what is the general coding paradigm for handling the existence of a Person? What is the implementation in webforms? f.e.: First Person is a backer and the second one is a musician: John Smith email: j.smith@gmail.com phone: 1234567 John Smith email: smith_john@yahoo.com address: Some Street IN, London
Track sources for Deals or for Contacts
Hello everyone, do you track a source of contacts inside the Pipedrive? If Yes, then do you track them for deals or for each contact individually? Why?
Transfer contacts to leads.
Hello there. I created deals on the contacts i have in pipedrive but they are actualy leads. This was done before the Leads function. How can i transfer the contacts from the deals to leads, WITHOUT import and the possibility of creating dupicate contacts?
A way for reps to get notified when a new contact is assigned to them.
Hello, I have recently set up a workflow so that way when one of our reps gets assigned a new contact, they get notified via email saying: You have been assigned " John Doe " Login to Pipe drive to check it out. But What i wish was possible is we could include a link to the contact in the email. So it would be like You…
when to start adding deals
when do you guys start adding deals to your contacts?
Sync your contacts between Pipedrive and other apps via PieSync.
Hi Sarah for PieSync here! We are a happy partner of Pipedrive and we help you sync your contacts in 2-ways real time between Pipedrive and a ton of other apps like HubSpot, Mailchimp, Google Contacts, outlook, ActiveCampaigne, ... It's a very easy 3-step set up to keep your contacts clean. Let me know if you have any…
Is there a way to see Recent Contacts?
It will be great if we can see recent contacts in Contact list. Recent I mean based on activity, date added, date edited etc.

Contacts Management / Sync

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