Contacts Management / Sync

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…
Edit Person Preview
I'd like to be able to edit the fields shown the in the person preview box. Ex. Add Title to the preview box
Email Sync: Is Automatic Contact Person Creation Supposed to Happen ?
This is s super simple question: I'd like everyone the sales team engages either inbound or outbound to become a contact person in Pipedrive. Doesn't this happen automatically when using Email Sync? If not, can you use the workflow automation feature to force it? If not, do you need to use Zapier's email parser? Thanks!
Leads should be able to convert to contacts and organizations apart from converting to deals because
Leads should be able to convert to contacts and organizations apart from converting to deals because, very often, leads will be influencers and conduits and will be decisive in bringing more deals
Is there a possibility to allow everyone to delete Deals and contacts in PD?
Dear Community, So far, only Admins can delete contacts, organisations and Deals. I would like to allow all Sales-Team-members to do that. Is that possible? Thank you so much for your help in advance!
Contacts that have left - email history
I want to archive or delete contacts that have since left their organisation but I want to retain the email or other (notes etc) history. Using a label (like "LEFT") is not great and the only way to see the person status on the organisation page would to do something like rename them "Jane Doe LEFT" - neither are very…
What is best way set reminders to regularly connect with leads
Hi, I am a commercial real estate investor and find properties by constantly connecting with active real estate agents and property owners in my area. My goal with Pipedrive is to make sure I never forget to connect with my contacts at least once every 60 days. Does anyone use Pipedrive for something similar and what have…
Multiple Contacts
It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal. For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)
Does anyone have thought on data cleanse reports
Hi pipedrivers, We currently have 37,000 contact records in Pipedrive - and are looking to do a bit of a prune as a lot of these contacts are from a legacy CRM import and don't add a lot of value. We are thinking about writing some reports to select records for deletion. We were thinking "Update time" was probably a good…
Custom field contact and Zapier
Hello, dear community, I try to sync Pipedrive with my marketing automation platform. I need a language so I added mother language as a custom field with a single option choice In Zapier I don't have the value but a figure How can EN become 53? Did somebody already encounter this? Thank you
How to export People (contact name, info) and Organization (name, custom fields) in one report?
Does anyone have a workaround for this particular Pipedrive limitation? I have been asked to export a spreadsheet that includes Organization data and People/Contacts data for those organizations. After attempting this previously and resorting to a very time-consuming reconciliation of data after exporting each dataset…
Why do some of my contacts come up "Deleted" when clicked on?
Why do some of my contacts come up "Deleted" when clicked on?
Merge multiple organisations and contacts
I have multiple profiles on my company's system, these duplicates aren't picked up due to different variations of the names and missing information. When I need to merge I can only do 2 contacts at a time. It would be more ideal to be able to select a range of contacts and merge all to a single profile. for example if…
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…
Having Contacts (Organisations & People) available as entities in Insights
Is there any proposed implementation to be able to report on contacts in future? I'd like to be able to reflect my database in Insights and segment by labels/custom fields/size etc rather than just focussing on leads/deals. This would help reflect opportunities to focus on and present that to members of my team. Eg, I have…
Can you add 'Contact' insights
I'd like to be able to create insights around how many new contacts were added to Pipedrive, to help bring our marketing initiatives in sync with Pipedrive. We'd like to move everything over from HubSpot to Pipedrive, but this missing reporting functionality is quite important for us. And while you're at it, having this on…
Simplest way to regularly sync followers of our company's Linkedin Page with Pipedrive?
Is there a way to have Pipedrive update contact details from Linkedin?
Asking for advice as we have 4000 contacts, many with missing details: current company, job title, email. What's the best way to update / sync our existing Pipedrive contacts with what's listed on their LinkedIn profile? Thanks!
The contacts [People] tab on my mobile app show in random order. How can I alphabetize my contacts?
How do you remove applied filters on the Contacts page?
I don't want to delete the filter, I just want to stop filtering my contact list. In the drop down there doesn't seem anyway to uncheck the used filter. The only thing that it seems I can do is switch to another filter, which is not what I want. I want a completely unfiltered list. #contacts #filters
[CLOSED] Sales calls & contact management: Looking to speak with customers for research
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hello, members of the Pipedrive community! * Do you make sales calls on the go? * Do you find it a tad difficult to make sure that all the necessary information about your contacts is updated? * Do you sometimes…
Link assignment of Org, Person and Deal
Use case: when re-assigning an organization from one rep to another, we have to * Change the assignment at the Oganization level * Change the assignment at the Contact level - for EVERY CONTACT INDIVIDUALLY * Change the assignment at the Deal level - - for EVERY DEAL INDIVIDUALLY Missing any of these leads to great…
Campaign for After Sales and need multiple contacts in my recipient list that are attached to a deal
Hey, I want to generate a recipient list that comes from every deal we have won (=basically customers). At the moment, I can only add the main contact to my sender list automatically. But I don't want only the main contact from that account, I want every contact that is attached to the company / deal in my recipient list.…
Add Multiple phone number in leads view
Hi 👋, I hope this feature will be available soon because it's a need. Is it possible to have all the phone numbers and emails adresses on the lead view of my contact person linked ? Because actually we only have the first one as below : Thanks
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…
Website form overwrites important customer data, what to do?
Hi community, My company uses website forms to add newsletter subscribers (for example) to Pipedrive. We are really happy with this integration, but If the person that fills in the form allready exists, Pipedrive overwrites the existing info of the person. As a result, all kind of important information is lost and…
How do I bulk Assign Leads or Contacts to my Sales Reps?
2 Questions 1) First off, I want to make sure I uploaded my CSV correctly. When I uploaded about 19,000 contacts / organizations from a Zoom Info CSV, I uploaded them as Contacts. Should they have been uploaded as leads? 2) How do I bulk assign contacts / leads to certain sales reps? Their territories are assigned by city…
Merged: Contacts multiple organizations
This discussion has been merged.
Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…
Email Workflow that works with Multiple Contacts per deal
Workflow and email multiple contacts once stage has been moved to another specific workflow stage. I am in the Construction industry and when I have multiple contractors bidding on a project I have to send an email individually to each one. There is no way to link individually with in a deal to mass email all involved to…

Contacts Management / Sync

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