Contacts Management / Sync

Custom contact filter not filtering correctly
Hi - I'm trying to set up a custom "Contacts Filter" that I cannot seem to get working properly. There is contacts that are populating on this filter who've I recently had correspondence with and shouldn't be showing up. For example; I want to filter out contacts that I haven't "sent" or "received" an email from in 2…
How to connect one mail address with different contacts?
Hey there, I was already in contact with customer support, maybe one of you has a workaround for this issue (if this is not the right category, I'm sorry): I am currently in contact with a management regarding different Podcasts. I created a new contact in Pipedrive for each Podcast. However, I only have one email address…
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…
Insights
We need Insights to show filters on Persons and Organizations. Multiple reasons why. A few are: It's a measurable for staff that they are actively adding new Organizations and People. Allow to see how staff are performing as a group. Data Checking... I could go on and on. Mark
One Time Filtering Capability in Contact/Org
Hello, I am familiar with how to create my own filters, but I am often slicing and dicing data to drill down to get a list or an organization count by specific parameters. Is there a way to filter in Pipedrive similar to how I would in excel (without exporting every time)? I find that I end up building endless filters that…
How can I add linkedin profile link/url in the existing contact list?
I want to add profile urls for all the contacts I am adding whether be it linkedIN profile url or behance. Is it possible to add new empty field just for that kind of urls? similarly like it ask for phone numbers and emails.
Bulk Create Deals
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
Moveable email address orders within Person
I have some clients who have multiple email addresses for various reasons. When emailing them within pipedrive, priority is given to the first email address. Should I wish to move an email address to the top you have to duplicate them and then delete the ones further up. Can I suggest a tool where the email addresses can…
Deleting a contact
I'm trying to delete a contact and it seems I have to be an administrator to do this. Makes it difficult to use Pipedrive as an ongoing resource, as people change jobs and change roles. Is there a way to do this without asking an admin to do it each time?
Email Verification Tool : PD internal ID AAA-14007: Email Verification too
I submitted this question to the CSR team online. The response was PD "does not currently have this feature. Please submit it to the recommendations page." Over time I find that our contacts leave their organizations for many reasons without our knowledge until we send out an email and it "Cannot be delivered" response.…
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
Create a new contact from a mail in the app
It’s a great feature in the web front end to create a new contact directly with the data from an incoming mail. Unfortunately this function is missing in the app for the Apple iPad. That’s really a pity. The app is very well designed and provides all I need for my daily, mobile work … except the function to directly create…
Best practices for setting up customer profiles?
Hi, does anyone have a thoughts on how to best set up a client profiling template that can be used by sales reps to document their customers' characteristics and preferences? What I am currently thinking about is how to set up a questionnaire-type screen that helps them cover the 5-10 most important issues when talking to…
Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
Gamificação - pequenas recompensas para potenciar resultados
Deixo a sugestão de incorporar gamificação dentro da ferramenta, para potenciar os resultados. Por exemplo, nós estabelecemos objetivos por semana. Assim que o vendedor atingir o objetivo ganha uma medalha... e vai colecionando pequenos prémios que o motivam e o levam de encontro ao objetivo Podemos trabalhar com objetivos…
welche Datenfelder werden mit Outlook Kontakte synchronisiert??
Wir haben die Outlook Kontakte Synchronisiert, dabei fehlen leider alle Adressen. Kann man die Sync beeinflussen? Kann ich die Adressen per Hand Importieren? Ist eine 2Wege Sync möglich?
Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
2-way relationships between Contacts
Hi @Roadmap Tech & @Customer Success teams, Declaring Company A as “Parent Org” to Company B automatically makes Company B its “Branch”. This is a 2-way relationship. This is cool! Here's my issue: Managers have Secretaries. I’m interested in having a 2-way relationship between Contact A and Contact B. So that when I…
Is it possible to have numbers in the "contacts" or organisation section ?
Just like in Excel, it would be very useful to have a number for the line displayed, so that you know at what level of your list of contact you are. For instance i have around 320 contacts (with filter) : when you act globally on them, it would be nice to know if you're in the middle of your listing or just at the…
Revamp people overview in deals
Team and I had noticed over the last few weeks that it is not very handy how the person associated with a deal is displayed, and that there is only one person displayed there. Not only in ongoing deals is there a need to see who is involved when a deal moves up the chain or along the pipeline to someone else but we already…
Best way to clean up contacts?
I wonder if there is a way to clean up contacts that have no relevance anymore. I can't seem to use filters to find contacts that: Have no Deals associated with them Have no Activities associated with them I would like to identify and clean up these contacts. Why do we have these contacts in the first place? A long time…
Data Cleanse Best Practise
I have a 32k database in Pipedrive where we know the data quality is poor. I am using an external company to cleanse the data which wil be delivered as an Excel sheet. Question: How do I overlay the clean data onto Pipedrive without losing existing contacts that are already linked to Leads and Deals?
Document Management Questions
Hello, I have a few questions about document management. What is Smart Docs vs. Panda Docs? For the document management system, how does it work? What’s the difference between linking OneDrive and uploading directly on the Contact card? If we upload documents on a deal, does it push to the contact card? Is there a way to…
Import LinkedIn photo and info on contact details
Hi Pipedrivers! I have many contacts on my crm and I would like to show their profile images. I've started using LinkPort which is an easy way to add contacts from LinkedIn and import their info and pictures, but I didn't find a way to do that for the already existing contacts on my crm. I was wondering if this is possible…
Show details on the side for Contacts and Organizations
It is quite handy that we can access the details of an activity without leaving an activity list, by opening them in the drawer "on the side". Would be great to have this same feature be available also for contacts and organizations lists!
Multiparty opportunities
Hello gals and guys, I am curently building an opportunity with 2 other businesses. Sadly, I cannot link multiple organisations, contacts and prospects in one opportunity. Should you develop this option, please let me know. Keep up the good work !
Addresses
About 80% of the addresses we need to put in either the contact or deals have a unit number. I also like that Pipedrive finds the correct address as well which works will with the "Nearby" option on the ios app. The problem I'm having is that when I put in a unit number before the address Pipedrive can't find the exact…
Web Form - Find Data
It would be great if you could allow for web forms to find existing data in the CRM. For example if a automated start chat appears with questions of I'm new here / I'm an existing customer and then if existing customer is chosen their contact details (Phone/Email) is used as a unique ID to search in Pipedrive and then link…

Contacts Management / Sync

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