-
Asking for Advice: Bulk convert contacts to leads
Sorry if this is a duplicate but I couldn't find the response I needed so I am posting a new one. I have a bunch of contacts I want to bulk convert to leads however I can't find that function. I tried importing into the leads inbox but the records were just merged with existing contacts and no new lead was created. I can…
-
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…
-
Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…
-
Bulk Conversions
hey guys, thought i would reach out to the PD community to see if you could assist me with a scenario i need some assistance with. I have a bulk list of contacts and would like to bulk move them to leads. At this stage it looks like i can only do this individually, is there a bulk ability to do this quickly?
-
Manage country for Contacts as a code not as a text
In Pipedrive, "Country of address" is a kind of magic field that is filled automatically by Google when your type the address or when you import contacts. If you use Pipedrive with the UI in French, the country field is filled in French. If your UI is in english, the field is filled in English. So you have some contacts…
-
Archiving Contacts
Instead of deleting a contact, can we archive the contact? I do not want to transfer all their data to a new contact. We work on capital projects that take months to years to close. Contacts can come and over from the companies we are working with, and it would be nice to still keep all their data (emails especially,…
-
How to retain contacts history when they move to another organisation
We had a problem when a contact shifted from one organisation to another whom we also deal with, and we needed to retain the email history and notes associated with that person. If you delete the contact person when the leave you lose the history and if you change their email (if they shift to another organisation) you…
-
Contacts timeline
Hi Everybody, would it be possible to have more than 12 months in the "Contacts timeline" ? Kind regards, Maureen
-
Unsynch/Bulk Delete Mail from Pipedrive Inbox
Newbie. Just set up Pipedrive and connected my Gmail to the inbox and synched last few years. What a mistake. I've unsynched and removed the connection with my Gmail for now but copies of all synched mail are still in Pipedrive and can only select 50 at a time (out of 58,000) to archive/delete. Is there a ticket I can file…
-
Add all Deal Participants to email with one click of button?
Hello Community, A lot of our communications with clients are either with individuals or in groups. One feature I would really like is: Imagine your email conversations constantly changes between your main contact and a wider group of people (= deal participants). Yes we can directly reply to all once we received an email.…
-
Organization Notes Should be viewable at the deal level
I believe that many users of Pipedrive may close a deal with an organization and that may be the only deal you close until the contract comes up again. Additionally, I am not quite sure of a deal that could be in play with an organization that wouldn't be assisted by previous deal's notes or organization notes. All that…
-
Link existing deal to person from person view
I would like to be able to add a person as participant to an existing deal from within the person view. I.e. below "+ Add new deal" have a button "Link deal"
-
extraire données directement à partir de la vue de chronologie
Bonjour, La chronologie de contact est très utiles pour filtrer et segmenter les contacts avec qui nous n’avons pas eu d’interaction (« activité ») depuis longtemps ! Cependant, à ce jour, il est impossible d’extraire cette base de données pour y ajouter des « activités en masse »... Ce serait super de pouvoir extraire…
-
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…
-
One-way contact sync from Pipedrive to Google?
Hi everyone, Is there a way to sync contacts entered into Pipedrive, into Google, but not vice versa? I am a realtor and my google contacts are a mix of other agents and clients, so two-way sync is not helpful for me as it puts other realtors into the CRM. Please let me know, if you know. Thanks!
-
[Closed] Mailchimp integration Beta few test-drive 🚗 spots left
👋 hey hey, community 🙂 Who would like to be one of the first users? We are about to launch our Mailchimp integration on our Marketplace soon however before that, we would like to ask some of you for a test drive 🚗 The plan is: Share the app with you and enable it in your account Let you enjoy the ride Schedule a short…
-
Updating Contact: Customer Contacts who leave an Organization, do you delete or change their name?
We have a customer who has a main contact who left the organization. We want to keep track of all their emails for historical reference so we don't want to delete the contact from our Pipedrive. Is there a way to keep the emails while deleting the contact with their contact email? I thought of keeping the contact and…
-
How to address target audiences based on specific themes which are not covered by filters?
Dear community, I got an Excel list of contacts divided into different thematic groups. The contacts are already in PD, but the Excel list is not an export from PD. Each group's topic is not based on a data field in PD and therefore I cannot filter the target audience by that topic. What is the best and most sustainable…
-
How to address target audiences based on specific themes which are not covered by filters?
Dear community, I got an Excel list of contacts divided into different thematic groups. The contacts are already in PD, but the Excel list is not an export from PD. Each group's topic is not based on a data field in PD and therefore I cannot filter the target audience by that topic. What is the best and most sustainable…
-
Getting started with Pipedrive [VIDEO]
Hi everyone, I just re-recorded my guide on how to get started with Pipedrive, intended for anyone new to Pipedrive and not sure where to start: 0:00 - Introduction 1:04 - What is Pipedrive and how is it different to other CRM's? 3:20 - Navigation 5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)…
-
Contact Cards for referrals
I very often need to refer trades, consultants, and professionals to others. To do this currently I need to copy and paste everything from Pipedrive contacts into the email (name, phone number, email, business name, etc...) It would be very handy if each contact could have a card that we could forward to the client with a…
-
Merge Duplicates Functionality Proposed Improvement
New to the Pipedrive Community and found a proposed functionality improvement that the team here at TurnSignl would greatly value. Two things could be added to the 'Merge Duplicates' functionality that could great improve user experience. 1) Adding a 'Merge All' button 2) Allowing users to customize the fields that are…
-
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…
-
First name and last name locking
Hi, I've been trying to find a solution to this problem, but so far no luck. I would like to lock or precisely give to my contact a first name and a last name so that when I do group emails they don't get mixed up with middle names, and double barrel last names. F.ex I have quite a few contacts such as John Van der Smith,…
-
Is there a way to automatically associate activities with the contact's organization?
Anytime a new activity is created from Calendar Sync it links the contact but not the Organization or Deal. Is there a way to automate this so that it completes those fields automatically? My ideal automation would be: Trigger: Activity is created or updated AND Contact is not Empty Linked Organization is Empty AND/OR…
-
Add logo to an Organisation
Much like the ability to add a photo to a person, it would be nice to simply add a logo next to the Organisation. Example:
-
Duplication's feature improvement request
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
-
Automation to link contact to new deal
Has anyone figured out how to link a contact to a new deal when setting up an automation to create a deal from an existing organization/contact? For example, right now I'm importing contacts/organizations from a manually scrubbed lead spreadsheet and then have an automation setup that creates a new deal when a couple…
-
Problem with Duplicate detection
Hello community, I got a problem with the duplicate detection. As I understand, the duplicate detection recognizes contact duplicates by checking the contact-names. But here starts my problem. For example, I got those two contacts (with NAME and EMAIL): | Harry Potter | homie@hogwarts.magic | Ron Weasley |…
-
Today option for contact date
adding a Today option to update contacts would be really helpful!