Contacts Management / Sync

Hey, We have some questions of how to tag existing customers in Pipdrive. How to build this segmenta
Uploading Contacts to Pipedrive
Hi, I am trying to upload contacts from an Excel spreadsheet into Pipedrive but I dont want it to create a deal at the same time. I only want new Person's created. Is that possible? I cant work it out.
Lead Management
Lead Management and Generation is an important section of my business. I'm very happy that PD had introduced "Lead Inbox". After some weeks of using it, these are the first suggestions: * Note Field. It could be very important to add an automatic date/time section to track WHEN I write a note or any update * Email. At the…
Lead entry process
I am a commercial agent. Many of my leads, the first initial contact is a phone call about one of my listings. Do you recommend entering the person as a Contact and create a Deal immediately, or add them as a Lead? I'm curious what people's work flows are around this.
Integrating notes together from Leads and Contacts?
I'm having an issue that is driving me nuts - I input a Lead and start making notes. If the Lead is also an existing Contact, even if I link the Lead to the Contact, I end up having notes in two different spots, which leads to double/triple Activity prompts filling up. If I just keep the Activities assigned to the Contact,…
Wat is de beste workflow voor de Aftersales om beste rendement te halen uit voormalige klanten?
Ik ben op zoek naar de beste manier om de Aftersales funnel in te richten, om het meeste rendement te halen uit klanten nogmaals te benaderen in verschillende stadia. Nu zitten ze ingedeeld op tijd zoals 6 maanden, 1-2 jaar, 2-3 jaar , 3-5 jaar nadat we zaken gedaan hebben. Is dit het meest logisch om in die stadium…
Billing Contacts for Organizations/Deals
Hi! How does PipeDrive designate a billing contact for an organization/customer and/or an opportunity/deal? Do we need to create custom fields at the Organization level? Or do we designate one of the connected people contacts as the billing contact? The context of this is that we're integrating SaasOptics with our…
Multiple site(s) for one company
Hi there all.... am i missing this, but where can i add mutiple sites for the same company? say for example head office is A but then they open a satellite office at B or a working site at C, how can i add these extra sites on? Thanks in advance
AUTO-MERGE OPTION FOR DUPLICATE DEALS/PEOPLE/ORG FIELDS
For example we pipe people from our website into PD bases on a questionnaure. If they decide to resubmit their info another time, PD creates a duplicate deal/person/org. I would love to have the options to merge deals if the email is the same. This becomes a problem because I think use zapier to pipe into Klaviyo for email…
Hello, I try to clean my pipedrive and i w ould like to remove all my prospects that are not linked
Exporting/cleaning all prospects that are not active
Is it possible to sync organizations and contacts from the Leads inbox and the Deals section?
Hi, We very much like the Leads inbox but since we have deals going in and out from the same organizations and contacts, is there a way to open a Lead in the Leads inbox by finding an organization that already exists in the Deals section? And the same question for contacts? In other word, is there a way to not need to…
Merge (Betch process)
How to Merge Duplicate entries with fully identical information. Ideally I need some batch process ?
Need advise for the best way to clean up organizations.
Need an advise for the best way to clean up organizations, using dedupe.ly which is easy but now I'm down to organizations with one headquarter and then offices. I want to have the headquarter as the main and then have the office as related organizations.
Tracking company history of Pipe Drive contacts
Is there a plug-in I can add wherein I can run reports or get alerts on all of the contacts I have in PD that sometime in the past worked at a company (the sort of work history found on Linked In) where I have other contacts in Pipe Drive that currently work at that company? It would also be nice to filter when these…
Exporting Organizations or People based on last Update to the record
Is there a way to filter on organizations or people that were edited the prior month? We tried using the "update date" field but it includes updates to deals as well versus updates just to the organization or people record?
How do you manage lead phone numbers of various type (like mobile, work, home)?
How do you manage lead phone numbers of various type like mobile, work, home using only one input field? It looks like a lead has only one work phone number. Where do you keep the information about other phone number? What happen with a lead having a mobile phone number during "deal conversion"? It looks like it will…
Company View
Trying to find out if there is a way to show the contacts title and email and phone from the company view? Is that possible? Thanks!
Filtering organisations or contacts not being actively worked
Each organisation or contact is assigned to an owner but a majority of these are not being actively worked. I have set a manual field where we can choose whether the organisation/person is either active or inactive but it will be good to automate this without having to manually select it. Look forward to your suggestions.
Can Pipedrive pull in emails from O365 and create contacts?
Hi, Our company has a sales inbox at a corporate O365 email account. Prospects email it directly. I am trying to automate the creation of a new person, deal, and activity when we receive emails to that inbox. What is the best way to do this? I am experimenting with forwarding to the universal bcc address but without any…
Can I get merged organizations through API? Also, when I merge duplicate organization, how do I know
I need to know which organizations were deleted and which were merged through the API, how can I do this?
Assign email to contact
Hello community. I am a new user to pipedrive. I am struggling to figure out how to assign an email to a contact if I did not send the email from pipedrive and I want to do this after the fact. Any suggestions?
When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organi
When I add a new Activity from the Activity page and the associate a contact, why doesn't the Organization field associated with the contact get automatically populated? I currently have to add the Org. manually after I had already added the contact to the activity.
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is
Hi Pipedrive community! New user here and sorry if this is a very basic question. I wonder if it is possible to mark contacts for an activity - for example who you want to invite to an event in order to be able to export an excel file with that information? Also, I wonder if it is possible to see the contacts that I follow…
Simple onename alias's for team members or sort by usage
I spend way too much time typing in a whole name to pull up one of my team mebers within our 6000 contacts. For people you are sending emails the most to, it should start listing them first, so as I start typing Mark, which is our CEO, I don't have to also enter in the 3 letters of his last name before it shows him as a…
is it possible to import contacts without creating deals for each contact?
Possible to use Mixmax for email targeting by custom Contact tags / segments?
I'm looking to improve our company's ability to target Pipedrive contacts based on the segments we've identified (such as SQL, MQL, Customer, Evangelist, etc.). How are folks using the Mixmax integration to achieve this? Any suggestions?
What is the best way to document parent company/ subsidiary relationships?
What is the best way to document parent company/ subsidiary relationships? I don't see a way to nest a company within a company, but this would be a great feature. At times you want to pitch one particular subsidiary, but it would also be good to know how all parts of the broader parent company are being leveraged. Has…
Help! How to enter Organizations and People once?
What is the best way to enter prospect information? Currently I have my team adding the Organization (via Contact drop down), but the contact information does not populate in People. How do we avoid having to enter contact details (name, address, email etc.) twice?
Can't see new contacts
This morning I used the P shortcut and added a couple of leads just to get them off my chest. Came back a few minutes later to dig into them and add more details. I want to the people list and sorted by update date/time. They should have been right there and they are not. No other contacts have been added or updated. OK.…

Contacts Management / Sync

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