Contacts Management / Sync

Activities and/or notifications triggered by Inactive Days
I want to get a notification, or trigger an activity, for People or Organizations for which I haven't had any interaction with for a set number of days. For example, if there's been no communication with a specific customer for 90 days, I'd want to get an alert to act on them. Pipedrive used to have this feature in the…
New to PD - need help with Contacts back to Leads
I have a bunch of contacts in PD but many are very cold and could do with re-qualifying, or starting again. Some are probably dead. What is the best practice to move the Contacts back into Leads? Or is there a better option? If I manually add them as a lead I get a duplicate record! Thanks, A
How can i Manage Different Contacts with same email and Organization?
In my case, organizations normally has institutional emails runs by different people over the years. For example: "sales_ABC@hotmail.com" in 2017 my contact was Megan, in 2029 George, and 2023 Peter. I can NOT change the name every time, because then we get lost on what was discuss and agree with the person before at that…
Ability to send to batches of 100 contacts
If you select more than 100 people, you have the ability to choose the first 100... but after that no assistance to select the next 100's after that. Even the ability to view 100 contact per page so I can select the first 100, send, then next page, select all, etc. NOT geared up for larger contact databases at all!
Link multiple companies/organisations to an activity
Sometimes I have a meeting with 2 different companies at the same time. When adding notes to this activity I want to link the activity to multiple companies (like what you do with persons), so that the activity shows up in the timeline of the company (and not allone the timeline of the person). Currently you can only link…
Contact Deactivation
Developer should provide contact deactivation feature. In case Customer presently working in XYZ organization and after sometime if he/she change it and start to work with ABC Organization then we should be able to deactivate fist entry. If we label it as inactive then it will pop up in duplicate entry. If we delete…
Auto sync emails sent to 'Participant' contacts on a deal
Hi there, My company urgently needs the Pipedrive product team to auto sync any emails sent to 'participant' contacts to a deal. Currently if you're emailing a client who isn't listed as the point 'person' on that deal then it won't be recorded in the activity (unless linked manually). In most companies there are multiple…
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…
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"
[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…
What is the best way to deal with people that switched companies and you want to preserve the all in
I am currently dealing with the situation what to do with contacts in pipedrive, that are not relevant or that are working in another company right now. My key demands are: - keep the communication from the previous company (ideally in the same contact's detail page) - keep the information that the person was working in…
multiple orgs for contacts and/or deals
hi, it would be great if contacts and/or deals could be linked to multiple organizations. i have run into several scenarios where this would be very helpful. we have to reach out to various community groups to provide updates on cell towers that we are developing in their areas. often these folks straddle two different…
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way to give a contact more than one organisation?
HELP - Is there a way to link multiple properties (a clients real estate portfolio) to a contact or
Contact Various Organisations/Companies
Is there an option to add a contact to various organisations?
Hi I sell a lot through partners and would like to have the same contact person both be on the Partn
Hi I sell a lot through partners and would like to have the same contact person both be on the Partners Company and the Customers, The sales person differs from case to case., eventhough same partner eg. . BUT is this possible? To day I use a custom field for source (Partnername), but that was meant for company name level.
Feedback, need archive fonction for contacts
Hello, I am currently cleaning up our pd CRM. Here is my case example, I look into a company into our pd. We did project with someone but the person is no longer working into the company. I don't want that person to stay active but I don't want to lose tack of the past exchanges on projects. There should be a way to make…
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…

Contacts Management / Sync

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