-
Lead Differentiation
Can a lead have different fields shown depending on the type of label I give it? This can be very handy if you use different types of leads! According to the Help Center this is not possible right now. Anyone who knows a way to work around this?
-
Connect our general sales mailbox to Pipedrive
Hi I want to connect our general sales mailbox (sales@company.com) to Pipedrive and automatically generate mails to leads. Is that possible?
-
Hidden Fields in Web Forms to Capture Pre-defined Data
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
-
Bulk Create Deals
Buolk create Deals or Leads from Contacts or Organisations. I had a client who has Organisations which need to be taken through a renewal pipeline - I had thought this feature existed but turns out you have to import Orgs as Deals in order to create bulk Deals with Orgs
-
Can I have hidden web form fields?
I'm testing the lead booster web forms feature to streamline our lead generation process. We need to send some lead custom field values that shouldn't be visible in the Contact us form. Do web forms support defining custom lead fields as visible/hidden? Can we set the values for hidden custom lead fields programmatically?…
-
Calls outcomes
Hi, is it possible or will you plan to enable track "outcomes" from call activity? I know that if using caller there are option to choose outcome but it is not possible to see results in dashboard.:? thanks Roman
-
Lead Scoring
Hi all, Is Pipedrive actively working on a native lead-scoring system within Pipedrive? I feel like this is an extremely important feature that other CRMs have had for a while now. Pipedrive is a sales-driven CRM and not having a native lead-scoring feature really lets it down. We really don't want to use a third-party…
-
Lead source tagging within the Webform
* If the visitor source is automatically tagged to every webform submission and stored as a field within the deal. That will be a really cool feature. It should be an easy feature since you are already tracking visitors now. * Which brings me to the second feature request - Within the website visitors tag if I can filter…
-
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
-
What are the three phases of a lead generation funnel?
Lead funnels are used by both sales and marketing teams to attribute customer intent. These teams work closely together but often execute lead-building in different ways. A lead generation funnel focuses specifically on the marketing portion of the overall lead funnel and customer journey. This funnel typically comprises:…
-
🔎 How to increase conversions with a lead tracker 🔍
Using a lead tracker allows you to collect and organize lead data from one place (including insights on touchpoints and lead source). Why is this important? Knowing which stage of the sales cycle your leads are in will ensure you nurture those that are ready to take the next step in the buying process. You should: Strike…
-
[Webinar] Lead generation and management topics
Hello, dear community, I'm Ruslan, Product Marketing Manager at Pipedrive. Together with the product team, we're planning to conduct a series of webinars dedicated to lead generation and management best practices, tips and tricks, automation etc. That we believe will help our clients to streamline their processes and…
-
Marketing Advice with Pipedrive
Hey all, I am currently setting up our pipedrive for our marketing - using the campaigns, webforms, etc. I am hitting a bit of a blocker in that it's hard to get deeper into the source of leads as currently only manual, prospector, forms are offered as sources. Wondered if anyone had figured out some workarounds or if…
-
Do you have a lead scoring in Pipedrive?
Do you have a lead scoring in Pipedrive?
-
LinkedIn integration or interface
Hi, are there any plans to have an interface/ integration between LinkedIN / Linked In Sales Navigator and Pipedrive? This really is missing.
-
Is it possible to edit an existing lead through a Gravity Form submission?
We are using the Pipedrive Add-on for Gravity Forms in order to create a new contact and deal when form A is submitted. This is working perfectly. We would like to have form B pop up in a modal after form A is submitted. Form B would have a couple of optional questions in it that, if submitted, would update/edit the…
-
Live Chat Playbook reporting - definitions
Hello Community, Can anyone please explain the definitions of 'viewed' and 'clicked'. I've just launched Live Chat on our website but wanted to confirm what these results meant. Thanks!
-
Improvements in Web Forms - Volunteers for testing WANTED!!!
Dear community members, Are you Web Forms users? Would you like to help us with new improvements in Web Forms and give us your feedback? We’ve been working on some improvements in our Web Forms. We are looking for users who would share their feedback with us. We need approx 45-60 minutes of your time. In return, we will…
-
New: 🤖 3 performance-boosting Chatbot features
We’ve upgraded Chatbot with three exciting new features, granting you access to more data to help optimize your websites and playbooks. What: Make the most of Chatbot’s new features to: * View playbook funnel and flow reports – Access in-depth statistics to see customer journeys and pinpoint where visitors are dropping off…
-
Finding hot leads
Question about finding hot leads: If you have a large number of leads, how do you find the hottest leads to reach out to? For context, we're exploring this area with Outfunnel and doing some initial research at the moment.
-
how can my team enter leads ( not deals ) into the mobile app ? I can't see an option Any ideas ?
-
Are you Interested in B2B Leads for your business?
Are you Interested in B2B Leads for your business?
-
Planned: more features in Leads Inbox 📥
As we continue to fine-tune and expand Leads Inbox's capacities (see this post), there are still things up our sleeve that we want to bring you over the course of the following months, such as... * Custom fields * Selectable columns * Bulk actions * Exporting Leads * Email integration * Calling integration * Leads in the…
-
How SMEs can increase sales by lead nurturing
SMEs live and die by their sales pipeline. Driving consistent and strong sales is the beating heart of a solid business, with prospecting and qualifying leads being normally considered the main responsibilities of a business owner after selling. But what if that is leaving you out of time to pay the necessary attention to…
-
Merged: Custom Fields - Based on Stage, Pipeline and whether Lead, Deal
This discussion has been merged.
-
Account Based Marketing/Sales and Pipedrive
Hello - I wanted to know if anyone was incorporating Pipedrive into an ABM model? I would like to aggregate all of our marketing metrics into Pipedrive and I am curious if anyone else is trying to do the same.
-
Where is the best place to find VA's for lead management and outbound for pipedrive?
-
Company org chart
Apart from creating one externally and adding it to the organisation as a file, is there any way to create a organo chart within Pipedrive? It would be great to visually see where each contact sits in the organisation. Thank you
-
Access leads via mobile app!
-
Schnittstelle zu LinkedIn Sales Navigator / (LinkMatch)
Hallo zusammen, das Tool LinkMatch bietet die Möglichkeit, dass man Kontakte aus LinkedIn nach PD exportieren kann. Leider hat PD immer noch keine Schnittstelle zum direkten Import von LinkedIn Kontakte in das neue Feature LEAD. Gerade wenn man mit LinkedIn Sales Navigator Lead listen arbeitet wäre sehr wünschenswert, hier…