Contacts Management / Sync

Unable to display first name and last name fields
Previously, I imported contacts from third-party applications, and all contacts had First Name and Last Name fields. Now, I am trying to manually add a new contact and encountering the following issues: The First Name and Last Name fields cannot be displayed and filled in the contact card form. The Name field cannot be…
UX Improvements in bulk operations with contacts
I can say for sure that this sidebar on the right should not open automatically. It violates all UX design principles and makes it impossible to select multiple contacts. You left horizontal scrolling, but the left column, which should serve as a guide, is not fixed, causing disorientation. Even if you fix it, the last…
Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
Importing Organisation relationships
It would be really handy if via an import you can assign the organisation relationship, currently workarounds have to be made which takes you away from using the native relationship management feature, also because you cannot do anything with that feature, apart from viewing and exporting via the back end. I have a client…
How to change contacts with Bounced status
Hi Everyone, So, for the past month about 600 contacts have been soft and hard bouncing emails from my organization. This has happened to the point where those 600 names have been relegated to the "Bounced" marketing status. Since then, we have authenticated our domain on Pipedrive and cleaned up our list of spamtraps and…
Contacts sorted by first letter of their Name instead of First Name
Contacts are currently sorted by the first letter of their first names if we use the list of letters on top of the list of contacts. It seems to me that it would be a good option to be able to sort our contacts by the first letter of their family names instead of the first letter of their first names. This way, every…
Calendar and Email Workflow Tips and Tricks
Hi Folks, I'm the CEO of our company but I also handle the vast majority of the deal negotiation and closing. I receive A LOT of emails which is non-related to Sales / Pipeline. I currently have my O365 calendar which is syncing everything which looks odd in Pipedrive since I would prefer to be able to either setup the…
Global Setup - Contacts
Every organisation will need to setup their CRM in their own way, collecting the contact data they need. That is a pointless feature if every users account needs to be setup individually from scratch. The Deals page can be controlled globally with setup, why can't the Contacts view? Having set up the data I wanted entered…
Duplication Rule on Email is Broken
The default duplication rule on contacts (name + any of primary email, phone number or organization) does not really work for us, since we regularly update contacts from their submissions of registration forms. And people misspell their names surprisingly often. They rarely misspell their email addresses though, because…
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…
New: Expand all items inside a deal or contact
Hello Pipedrivers! We’re releasing a small but often-requested feature: users can expand (or collapse) all detail view items in one click. What: Expand all stacks, notes and files in one click. It works per user and entity, meaning it’s separate for deals and contacts, and each user controls their expand settings. When:…
A link to the deal and/or the contact in the calendar entry
With Pipedrive, you can specify that details about the deal and/or the contact person should be saved in the Outlook calendar. This is already good but not good enough. However, there is no link in the Outlook calendar to jump from this calendar entry directly in Pipedrive to the right deal or the right contact, in order…
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…
Birthday field / reminder for Contacts
It would be great if we could have a field for birthday month/day without year or a calendar drop down so we can add our contact's birthday's and run filters for upcoming ones.
First Name and Last Name
Hi, Is there a way to have two separate fields "First Name" and "Last Name" when adding a contact? As far as I can see, a single field "Name" pops up and later on Pipedrive splits it into first and last name. I would like to enter single and last name separately. This would help in some cases, especially when I only get a…
Beta testers wanted: Multiple labels for Contacts
Hey Pipedrivers 👋 Our product team is looking for testers for the new multiple labels for contacts update, also known as multiple tags for people and organizations. How can I join? Please let us know in the comments if you’d like early access to test this feature and provide user feedback. The product manager will then…
Lead placement help in automatic mode
Hello everyone, I hope someone can help me! I need to figure out how to automate some processes but at the moment it's all so complicated! My leads come from ClickFunnel (Outbound) and Calendly (Inbound) I've already created the two stages in the pipeline and downloaded Calendly and Zapier integration! but I need leads…
Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…
Contacts Required Fields
Required fields need to have indicators visually or audibly so they get fixed as the are put into the database via website or import or however. It only does this when you add one person for example. You cannot save it until it is properly put in. There needs to be something like this for the rest of the database so that…
Streamline adding new contacts after meetings
Adding people from a meeting to an organization after a sales meeting seems like a fundamental and super common thing. It also seems like it would be relatively easy to automate this from the calendar view (add all participants as contacts and attach to an organization). Currently it seems like the only ways to do this are…
How to link an email to a deal when it's linked only to a contact?
Can anyone help me figure out how to link an email that I copied into Pipedrive, and is linked to the recipient only, to the deal he is associated with? I searched for a contact, the deal he's a participant in didn't come up (and I didn't know it existed, I'm not the owner) so I emailed the contact in reply to a previous…
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…
Best Way to Remove Email from a Contact Who Has Moved but Retain Email History
We are trying to clean up our contacts and noticing that we know some people have moved and their email is no longer valid, but we want to retain the history of that email dialogue with them in Pipedrive. Is there a good way to remove email of someone who has moved but retain that dialogue? Maybe a way to mark an email…
Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
Automatically fill a organization description
Is there a feature or function that will automatically add certain organization information in Pipedrive? I had this feature in Hubspot and thought I had read it could be done here, but I haven't been able to source the location within the support or community. Thank you
How Can I Automatically Create an iCloud Contact When I Create a PipeDrive Contact?
I want to automatically create iCloud contact when I create PipeDrive contact. In other words, I want to keep my iCloud contacts in sync with my PipeDrive contacts. If possible, I'd like this to be two-way, so if I change something in one app, it automatically changes it in the other. What's the best way to do this?
Adding ability to make organisations and people historic without deleting them
Hello! We have noticed that there is currently no function to make an organisation or people contact historic. You either delete them from Pipedrive or have to leave them as a contact. If we delete them from Pipedrive, we lose their associated data, emails, history etc. The same as if a business is no longer trading…

Contacts Management / Sync

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