Contacts Management / Sync

Sync all company contacts to ios and android
Due to the sales structure in our organisation , we need to synchronise all contacts to mobile devices. So we can see who is calling and / or messaging.
Allow restoring deleted People and Organizations.
While setting up an evaluation via the API I accidentally deleted a few people to much, this was eye opening as I discovered that there was no way to restore them. I read somewhere that customer support can help restore stuff, so my suggestion is: Let users (admins) restore what they accidentally, hopefully, deleted.
Restoring deleted items
Hey, one of PD users in our company accidentally deleted some activity with a note and I had to write on chat to restore it. Just feedback would be great to allow restoring some accidentally deleted tasks or notes by the users or at least company admin.. Thanks
contacts prospects
Bonjour , je voudrais savoir comment transferer les contacts dans prospects avec les notes et activité incluse . Comme nous n,avon spas eu d eformation en francais de base car nous avons acheté L'ESSENTIEL certaines de nos collegue ont mis des prospects dans les contacts … merci
New Outlook no longer has 'folders'...
For Contact sync, in Pipedrive you can select with all your contaacts, or a 'folder' subset. This made sense in the old outlooks, but the new outlook no longer has folders. The main way now is Categories (or tags). How, if possible, does one focus the contact sync when the folders option is no longer available. Pipedrive…
Related Organisations
Its been a couple of years since the original post was made, is there going to be ANY update to Related Organisations in Pipedrive? Ideally the ability to filter and report on relationships and import organisation relationships - is Pipedrive considering any developments to this? If yes, when and what changes?
Bulk delete contacts from my customer database
I've used Zerobounce to clean my customer database, I've never done this in 12 years so I've got a lot of contacts that need removing, well over a thousand. Is there a way to match the contacts I want removed in bulk? I'm thinking uploading a list of contacts for Pipedrive to delete rather than import. Thanks Anthony
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?
How to view emails not linked to contacts
Hello everybody. I am brand new to Pipedrive and actually to CRMs in general. I have just synced 6 months worth of emails into my account and ended up with 4,000 emails. I have the majority of my clients added as contacts, so a lot of the emails have successfully been added to these contacts. I however, have a lot of…
Automate updating consent status to "subscribed"
I need to automate updating the consent status of new contacts to "subscribed" so my email campaigns can trigger. Currently, I do this manually. Is there a way to automate this within Pipedrive ? Any tips are welcome!
Contact import issues
Hello, I imported 40 contacts into Pipedrive using an Excel document. In the Excel doc, I created a custom data field to be imported with each contact. I mapped it on the fields during import. However, when I check the individual contacts, the data field is there, but the content is not populating for each contact. Also,…
How to see contacts with multiple open leads
I'm trying to find a way to list all of the leads of contacts that have more than one open lead in our system so that we can close out the old ones and focus on the new. It gets extremely confusing since the agents can't view the leads and when they were created from a contact. In the leads inbox I see a "Person" and "Open…
Reporting - Cross Entity
Now that we can create reports with cross entities in one report, it would be good to be able to segment by and then choose if its Lead, Deal, Org or People data to segment by. Currently its only based on the report type and the originating entity
How do I stop the "Link a person" pop-up from automatically popping up
every time I link a person to a company the "Link a person" popup opens again whether or not I need it
Sort By Zip Code
As we work our territories it would be great to sort job sites or offices by postal code. And have them show up in google maps.
Pin Drop Feature
We sell to constructions sites. At the beginning of construction many of these sites do not have physical addresses yet. It would be nice to click to add pin drop or coordinates.
Better Contact Timeline
Hello, I love the Contact Timeline feature because it helps put things in perspective. Currently the contact timeline only shows future events if the 12-month option is selected, and even then, it only includes events from the same year. It would be very helpful if, along with past events, we could also see future planned…
People: customizable pop-up
Hi, it would be great if the pop-up showning people's data could be customizable/configurable. In addition to the data shown below, I would like to display the "job title": This would allow me to have immediately a vision of whom to call first. Eg if I want to call the HR director. Presently, this data is not displayed on…
Enable First Name and Last Name in Contacts
Hello, We are attempting to send emails out from Pipedrive, but currently do not have F/L names separated and can't personalize. Can this be turned on for our account? Will this automatically separate the existing contacts in the system from full name to F/L or will I have to re-import those? If so, would this affect any…
Is it possible to see or download all the changelogs or the changelogs of a specific data field?
As an admin, it would be extremely useful to be able to download or access all the changelogs at once, not going deal by deal or contact by contact, etc. Is there any way to do it? Otherwise I'd like to report it as a suggestion to the Pipedrive team.
Contacts and Deals sync with Calendar Activities
Hi all. Is there a way to automatically have my contacts and active deals sync with calendar activities? I have synced my Google Calendar with Pipedrive. However, I noticed that although my meetings show up in my activities (which is what I want), the contact and deal fields are blank. It doesn't automatically recognise…
add a deal with automations and avoid duplicate deals at the same time
Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from…
Pipedrive Contact Enrichment: A simple 10-Step Guide
Discover how to automate Pipedrive contact enrichment using Clay.com. This 10-step guide shows you how to boost your CRM's value effortlessly. Tool used: Clay.com (affiliate link: sign up to receive 3,000 credits worth $229 when you upgrade)
New: Multiple labels for Contacts 🗂️
Hello, fellow community members! The Multiple Labels for contacts feature is coming out of beta and is being released to companies in all regions. What: You can assign many labels to the same person or organization. Learn more about using contact labels from our Knowledge Base article here. For whom: All plans. When:…
Unable to create a deal without person/org
For many of my deals, I can't reliably identify a person/organization I am dealing with (please don't laugh at me). This is due to platform limitations on which we operate. So I am looking for a way to create a deal through UI without specifying these two. However, when I try to do so, person/org appear to be 2 of the 3…
How add a birthday to the contacts (DOB)
Hello there, I'm new here at Pipedrive, does anyone know how to add a (day of birth) DOB to the contact, and shows an alert at the calendar?
Add the ability to vertically reorder columns in Contacts/Organizations/Leads tables
The current implementation of column ordering in the Contacts/Organizations/Leads tables is very slow and inconvenient. When there are more than 5 columns and they extend beyond the screen boundaries, adjusting their order becomes very difficult. If Pipedrive allowed global settings to be saved, this issue would be less…
Make field editing consistent across contact and leads lists
In the contacts table, fields can be edited without going into the contact or organization details, but the behavior on the leads list is completely different. I suggest aligning the field handling to a consistent style, using the contacts list as the standard. Contacts: Leads
App Integration - Dialpad
Pipedrive should intagragrate with Dialpad app the way it does with Justcall app. https://www.dialpad.com/
Multiple Labels for 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"…

Contacts Management / Sync

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