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Importing Leads CVS - Organization Problem
Dear Pipedrive Community, When I import new points of contact and leads into Pipedrive, it is creating new organizations. I then have, for example, four new "proctor & gamble" companies, when I only want to create new deals and points of contact with their email, number etc. under the existing organization? How can we…
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New: Files feature released today 🚀 Files Global Export
Hi, I’m Pedro Franco from the Files feature team, and I wanted to let you know that we’ve released the files global export functionality. What will you get with this release? Have the ability to export the data related to the files for your company in Global Export page under Tools and Apps The exported excel/csv will…
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Import error - Page not found
The website is throwing an error after I click the import button in any of the pages where an import is available. I have all the required permissions and i have also cleared cache, history and other browser related data.
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How to make all (relevant) data fields are visible within a deal
Dear all, I have created the following datafield as custom fields I now would like to show all of them in a deal. That's why I marked "Lead/deal add view" with the relevant fields: However, when I click on a deal I still see this (so only a fraction of the data fields). Any thoughts on what I should change to get to see…
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Contact Export - Column for each phone type (Work, Mobile, Etc)
Currently the export just shows multiple phone numbers for a single contact in the same column with commas between. There is no way to see if it's a "Work" or a "Mobile" number. It would be ideal to have a column for each phone number type. That means you can not import multiple phone numbers from a spreadsheet and have…
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3rd party creating an API into our Pipedrive has 2 questions I can't answer, please help!!
Hi, A third party setting up an API to push records to us has asked me for two things which I can't find where to get. He has asked me the following: A) I don’t see the posting url, in other words the endpoint where we post leads - Where can I obtain that info please? B) Regarding the parameters, or variables, for each…
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Possibility to export all data has been gone, where can I find it?
Dear all, I just tried to make an XLSX export with all PipeDrive data via More / Export but suddenly this feature is gone. I am aware of the other possibility to download data (via fe Deals / ... / Export filter results) but I require the format of the wider Export. Any suggestions on how I can get the exporting…
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Workflow automation not working when importing leads
Hi, all. I stumbled upon this shortcoming with lead import functionality not triggering any workflow automations. Perhaps someone has found a workaround? When importing leads in bulk (import data function), no Workflow automation gets triggered. I was informed by PD support that due to some shortcomings in the…
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Data export, clean and re-import
I'm attempting to export our organisation data, around 15,000 accounts. Update and clean by matching to an external database and re-import. I'm hoping that the import will essentially update the organisations, having filled in some of the missing data. Using the org ID is important so that any new data is matched. How will…
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exporting detailed lists
to get a list of any one who works at a university that has either bought from us before or sent in an inquiry. I’m trying to include their title, email, university name and phone number, how do i do this
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Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work. How many orders a day do you receive? At what stage do you think OCR becomes worth it?
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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…
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Trouble importing email addresses into Person type
I am importing some leads from a CSV file. In the Mapping view, pipedrive wasn't able to identify the field is an email, so I mapped the Person→Email data field to that field. However, in the test import (where I see the first 3 rows), I don't see the email addresses getting imported. Does the input data need to be a…
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Ability to send automated report (export to rest of team according to schedule)
Please can you set up the ability to export reports (i.e. Global Dashboard) according to a schedule to the rest of your team. Triple Whale does a good job of this. You choose the report, schedule/time, and recipients. You can then choose format. At the moment, I have to download the report as a pdf and send to the team…
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Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
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How can I import an excel in which organisations have multiple people?
How can I import an excel in which organisations have multiple people? For example organisation X has person 1, person 2 and person 3. How do I map this excel to import it? Right now I can only figure out how to map 1 person. But I cannot map the other people. Please help!
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Import feature Intercom > Pipedrive
It would be great if we could import data Import from Intercom > Pipedrive in one-click with 2import.
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How does Pipedrive determine duplicates during Import?
When importing person data, how does Pipedrive identify duplicates? I tried an import including Pipedrive Person ID, but it doesn't recognize ID as a field that can be imported (doesn't automatically map field and it doesn't list as an available field in the right-hand side...see screenshot). The use case was (1) extract…
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Importing Products - Price Variations
I would like to be able to import price variations for products. As far as I know, Pipedrive only allows one price per item when products are imported. I work in multiple countries with different pricing strategies. Adding price variations manually takes a lot of time. Thanks!
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How do I remove the sample data that loaded with initial start-up
It appears there is no "help" available from the dropdown. I thought my account at least had chat support. Any insight is appreciated. Thank you.
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How Do You Import Phone Numbers and Flag Them as Mobile
I'm trying to import a database of contacts. I have one phone number for each contact. It's a mobile number. I'd like to flag that in the contact record so it looks like this:
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List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
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Build data pipelines, dashboards, back up your Pipedrive Data with Coupler
Hey Pipedrive Community, I want to share a tool that's been a game-changer for me when it comes to building data pipelines, building advanced BI dashboards, creating periodical backups of Pipedrive data: Coupler.io. Coupler.io simplifies data integration, allowing you to effortlessly build pipelines between different SaaS…
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Disconnect leads from column created during the migration from Salesforce
We just migrated from Salesforce to Pipedrive using the Import2 plugin. We now have 2 stage columns imported from Salesforce: Closed Lost Closed Won In the PD pipeline, they are empty as the Deals in them are Lost/Won, so they disappear from the pipeline. We would like to get rid of those 2 kanban columns that are useless…
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How to assign tasks to leads in bulk?
I want to assign tasks/activities for my sales team. I have lets say 100 leads, all of which that need to be called this week. How can I assign a "Call this lead," type of task or activity to these 100 leads without going one at a time.
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Data Clear up
Hello Pipedrive, Situation: I want to clear up test data from Pipedrive Question: Is there a way that I can clear up a Lead (and associated Organisation, and Contact), all in one go? From Pipedrive interface? Currently: I am doing it all the slow and long way, separately. Many thanks, Lee
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Include lead value ($) in mapping of data import
When importing leads from a spreadsheet, we currently do not have the option to map the lead value. If we map the lead vale to deal value, it creates both a lead and a deal in Pipedrive at the same time. Adding the ability to map the lead value when importing data would be very simple and save manually adding each lead…
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Export list for all automations (active/inactive) with owner information
We can transfer ownership for automations so the new owner is able to configure the automation – including editing and activation. It would be helpful if we can export list for all automations (active/inactive) with owner information for review and keep track the record.
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Bulk delete contacts from my customer database
I've used Zerobounce to clean my customer database, I've never done this in 12 years so I've got a lot of contacts that need removing, well over a thousand. Is there a way to match the contacts I want removed in bulk? I'm thinking uploading a list of contacts for Pipedrive to delete rather than import. Thanks Anthony
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Upload Organization picture/logo to find deals faster
It would be great if I could upload an Organization logo, much alike People pitcures, having the option to enable or disable them in the pipeline screen. When we have many deals in our colums, it is faster to locate them by imagem than text, once the column's ordering criteria it is not very clear. Actually, that was a…