Contacts Management / Sync

Mudar cadastro de Pessoa para Organização
Oi pessoal! Como seu faço para mudar um cadastro de Pessoa para Organização, sem precisar exportar a lista de contatos.
🧠 How to Go After Larger Deals - Sales Pipeline Course: Chapter 5 | 📽️ 2 mins
https://www.youtube.com/embed/9GZyvG491V8Four things you need to focus on in order to start going after large deals: 1. Learn about how bigger companies purchase. 2. Focus on bigger companies with bigger budgets. 3. Present logical add-ons and bundle multiple products and services into a deal. 4. Envision yourself closing…
🧠 Plug the Leaks in Your Pipeline - Sales Pipeline Course: Chapter 6 | 📽️ 2 mins
https://www.youtube.com/embed/LtQ2I8O3eSwLearn why plugging the leaks in your sales pipeline is an important step if you want to increase your closing rate in this video. The 4 key steps: * Work with the right people. * Go before you’re invited. * Drop the wrong prospect as soon as possible. * Get to know your potential…
אוטומציות בין סמוב לפייפדרייב
Hi friends! I want to create automations for creating and / or updating contacts between Pipedrive and Smoove. I want either one to pull data from the other, and update fields or create new contact, if none exists. My contacts have custom fields. The main one which I am getting a headache from is the events history. I want…
Make hovercards customisable & clickable
(the ones shown here: Deal, Org, Person hovercards) https://support.pipedrive.com/hc/en-us/articles/360000106249-Detail-View#C1 For instance it'd really help me if I could have a person's Job Title in their hovercards. It'd be nice too if clicking their email address took you straight to the email editor.
Contact info from web pages.
Will soon be looking to test drive some pipedrive integrations that allow for easier import of contact info from web pages. Currently only familiar with SnapADDY. What others could I check out?
Mailigen Syncbot to Pipedrive actions
Great Interaction with Pipedrive support yesterday. I was typing up an internal note but I figured to share. I am thinking of putting all my pipedrive notes on posts so I can have everything in one place and share a little bit of knowledge. Mailigen syncbot to pipedrive supports - The options are that you can: * - Create…
Editing Contacts (Remove from organization, but save notes)
Hello, Can I get some clarity on how to edit contacts without losing their history? We have several persons that have retired / changed companies. I'd like to clean up the system without deleting or shifting the notes from that organization.
🧠 How to Add More Deals - Sales Pipeline Course: Chapter 4 | 📽️ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put new…
Does anyone have an automatic process set up to maintain a List of Organizations from Pipedrive in S
For reasons not worth going into here, we need to keep our list of customers that is maintained and updated in Pipedrive also available for browsing in a List in SharePoint Online. Please help!
Ich habe eine Frage zu Label Funktion in Pipedrive ( siehe Video )
Danke Ich habe weitere Labels vergeben. Sie tauchen aber in der Workflow Automation nicht auf. Nur die 4 Standard Label sind dort. Gruß Florian https://www.loom.com/share/0599ddbba49742aa93867299ca6e9dc9
Creating a marketing campaign with customers that have previously done business or shown interest (q
I'd like to be able to export a list of lapsed customers or contacts that have previously contacted our company. I have tried doing this with filters, but where there are multiple contacts for a company there may be some contacts that have requested a quotation a long time ago, and yet other contacts have regular contact.…
email lists label
If you are adding a custom field to your people records to define which email lists they will be a part of you can get a little fancy by adding a trademark label to the field description. On a mac press option and the number 2 for ™.
how transform business in person?
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,…

Contacts Management / Sync

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