Duplicates

add a deal with automations and avoid duplicate deals at the same time
Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from…
Move duplicate Deals in another Pipeline stage
Hello, There is the possibility that I get more then one Deal with the same organisation but another contact. I plan that the new duplicate deal gets moved to a Pipeline stage "duplicate" automatically. Right now my automatisation looks like this: But it seems like it's not working. I don't get it. If there is a new Deal…
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…
When Bulk Importing New People, option to SKIP existing entries
Currently when we attempt to bulk import, Pipedrive gives the option to Merge or Create a duplicate entry if the person already exists in the system. I would like the option to simply SKIP importing the person if they already exist. Pretty please? Thank you!
How to prevent an automation to be triggered when moving it back and forth from a Stage
I have created several automations, they move to the next stage after the last activity in the automation has been completed. The issue is, if the user made a mistake and has to go back to the previous stage, the automation kicks in again and create new activities even though the activities have been completed. How do I…
Best way to manage DUPLICATES???
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
Is there a way to identify duplicates with some extra requirements
I would like to know if there is a way to identify duplicates that have some extra requirements in some custom fields. So let's say there is a list of 500 companies. 100 of them have a custom filled in with some data. This is the requirement. I only want to find the duplicates of the 400 companies that have the same…
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 |…
Duplicates monitoring
Hi! Is there a way or a automation to monitor duplicates? We receive leads from our website and if a person signs up for a newsletter and sends us a question through a form, this one person will be created twice in Pipedrive. Is there a way of monitoring all the duplicated entries created? Thank you!
How to avoid duplicates when bulk-importing additional notes.
I tried to import notes from a spreadsheet, related to existing contacts, and used their e-mail as reference. Still all persons were duplicated in a new 'page' with e-mail and new note only. What do I do wrong?
Duplicated Deals Issue
Hello, our company specializes in trading and we use Pipedrive along with other platforms such as Zapier and Google Forms to upload deals. However, we have been experiencing issues with duplicate deals. It has caused problems for our sales team and created a negative environment. Is there a way to prevent this from…
Leads Inbox improvements for users in all plans! 📥
From now on, all new leads have to be linked to a contact (either an existing one or a new one is automatically created), similar to how all deals have to be linked to a contact. 🤔 Why the change? * You can now add a Lead from an existing Contact and track the contact history * Importing Leads with your Contacts? They will…
Duplicates & Custom Fields
Hi, can you help me? I'm a life Insurance agent. I have upload 8k of my contacts ( husband & wife ) in my Contact in Pipedrive? [ https://scrnli.com/5cHi18e1EtskmU ] Now I have over 12k in contacts I don't know what to do? Also, I would like the Full name Instead of the contact and not the First Name / Last Name Spilt. […
Duplicates not listed
Has anyone encountered this phenomenon before ? The merge duplicates screen does show the total number of duplicate organizations (in our case 598), however no organizations are listed, just the thumbs up image. There were organizations listed when we had about 650 duplicates, but as we worked down the list, selecting…
Pipedrive keeps creating duplicate contacts!
Everytime I send an email or get a phone call, Pipedrive creates a brand new contact that we already have in our address book, and then tells me I have duplicate contacts. This is VERY annoying, as I have merged the same duplicate contacts many many times, only to have them duplicate again. This adds time when searching…
duplicate leads marking new or existing?
What we can do to highlight the leads or inquiry by system automatically and mark as new or existing. is there any automation or system that can set up so when ever the leads come from a website or API and it's an existing client system can mark as existing.
"Goal" reports should be able to be set in different timeframes separately.
Currently, in GOALS, you can only create one report with one timeframe, and cannot create similar goals for different timeframes and different numbers. For instance, if I create a Yearly goal for a sales person, I cannot create also a Quarterly goal for that person without having to change the period. That could work for…
Hi Is anyone using Lusha <> Pipedrive direct integration? If so how to you avoid duplicates ? Thank
Mapping new leads/deals to existing organizations
Hi Community! We want to have our web forms create a new deal, but not a new organization. Right now, every new web form creates a new deal. (great!) BUT I don't want it to create a new organization if there is already one live! Is it possible to map this lead (create a look-up) and have them merged vs creating a new one?…
Best PipeDrive Practice for Managing Duplicate Contacts/Organizations? (Without external apps)
PipeDrive users, what's your best way to handle duplicate contacts without relying on external apps. My issue with external apps (such as dedupely) is that they require full access to sensitive deals, and we aren't comfortable giving information to a third party. I'm running into some organizations with very similar names…
Merge
Is it possible to merge two companies with similar names? The merge act5ion does not see them as a duplicate. Can we force it to merge?
Importación de Datos
Buena tarde, me podrían ayudar de que manera puedo subir mi historio de excel con las acciones y tratos incluidos sin tener desorden o duplicidad de datos. Gracias
Duplicates created upon any email sent out of gmail
Hi there! I have new duplicates of contacts already in the system created daily. I believe this happens with any email address that comes into my gmail. So anytime one of my Contacts from Pipedrive sends me an email. Any incoming call I have from Cloudtalk also creates a new contact. I would like to stop both of these…
Is it possible to sync organizations and contacts from the Leads inbox and the Deals section?
Hi, We very much like the Leads inbox but since we have deals going in and out from the same organizations and contacts, is there a way to open a Lead in the Leads inbox by finding an organization that already exists in the Deals section? And the same question for contacts? In other word, is there a way to not need to…
Need advise for the best way to clean up organizations.
Need an advise for the best way to clean up organizations, using dedupe.ly which is easy but now I'm down to organizations with one headquarter and then offices. I want to have the headquarter as the main and then have the office as related organizations.
Change suggestion request: I can currently duplicate a project by clicking on the duplicate functio
Change suggestion request: I can currently duplicate a project by clicking on the duplicate function. But this is cumbersome when I do account management and I want to duplicate several deals for future forecasting purposes. I would like to have the option to duplicate it for every X month or Y quarters Z times. By doing…

Duplicates

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