Leads

New: Leads in Activities List & Contextual views 🔎
What? Leads can be accessed via the Activities list and contextual views. For whom? All users and plans. When? Gradual rollout starting this week.
Can't see new leads! Lost new Web form visibility
We are now having trouble dropping web forms into deals with new restrictions that they be connected to people or organization. Formerly these started as deals and we built pipes to distribute. Now we've list visibility to new and need to search people or organizations. How are others seeing new web form adds?
🏆 🇺🇸 Success Story: How a sales engagement platform cracked a new lead source
https://pipedrive.hubs.vidyard.com/watch/WTKVWFGiWounv8awZb75PF?⚙️ Click the cogwheel for subtitles in English, German, French, Spanish and Portuguese. Watch the video, where @David Gable from Kixie tells us how his sales team went from relying on inbound leads to becoming what he calls “outboundish” by leveraging their…
Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure
Wanted to convert TalkDesk missed calls that show up in our activities to leads so that we make sure that every call becomes a lead. We developed the automation between TalkDesk and Pipedrive so missed calls are converted to activities but we wanted to go to the next step and automate this procedure of creating leads out…
KPI & Sales/Revenue dashboards
Hello everyone, I would like to have your feedback on the best KPI dashboard (sales/revenue dashboard) you have used so far. Among those which can be integrated to Pipedrive easily we have found Plecto, Dearlucy and Databox. Can I have your opinion on any of the above if you have used them? Is there any other software…
Lead sorting does not appear to be working
Hi Guys, new here so apologies if I'm putting this in the wrong place. On the leads screen the A-Z sorting does not appear to be working on either the organisation or the contact. Below has been sorted by organisation.
Ability to sort sent emails by whether they have been opened or not.
Ability to sort sent emails by whether they have been opened or not.
How to see subject of next activity in Lead view
Hi, It would be very helpful for my team to see what the nature of the next activity is, from within the lead view columns. Much like the activity view, you can see the subject, but in the lead view it just shows 'call' or 'email' and not the subject. Is there anyway to do this, or for it to be included in the future? I…
Add custom sources
Sources should be user-editable. Our sales team does not care if a lead, deal, contact, or organization was "imported" vs "manually added". We care if it came from the "website" "outbound campaign 1" or "referral person 5". This data should help with commissioning and should follow that object…
lead or deal? asking for help organizing my data
I have a service business. My clients get to me by various ways. Word of mouth, FB/IG posts, webinars, courses I teach and more. Sometimes the first communication is a phone call which ends after scheduling a meeting(which is actually a sale). Sometimes, it starts with a text message, only asking for advice on a specific…
Sending email sequences within Pipedrive
Hello, I would like to know if Pipedrive has any approach within its roadmap to incorporate the functionality of generating the sending of a sequence of automated emails or if there is a workaround on this topic. Thanks. Edgar
Trace back deal to webform
I would like to be able to trace back a deal to a specific webform. Any suggestions?
Zapier Lead creation, cannot finalize it
Hello trying to create a lead in the lead inbox with Zapier. The leads are coming from Facebook Ads, however it says "Neither an Organization nor a Person were provided. One of them must be provided in order to create a lead." Also, I am filling both company and person field but still didn't work.
Leads and its usage
Hi, I am new to Pipedrive, just migrating from salesforce. So, things are a little bit different here and there, and that's ok. BUT when it comes to leads in Pipedrive, I am lost. Maybe there is one of you who can light it up for me... In salesforce, a "LEAD" is the same as a "CONTACT" except for less information. So, a…
Lead nurturing and sales funnel
Hi All, I have a few questions on lead nurturing / sales funnels. * How do you categorize your leads in Pipedrive? * Since there is no 'delayed (scheduled emails) in Pipedrive, how do you manage this bit? * I got to know about this : https://www.pipedrive.com/en/blog/sales-funnel , however we need to have more details on…
Make Additional Shortcuts / "Quick Actions" available
It would be great if there was the option to program/customize additional shortcuts into Pipedrive. For instance on the leads tab, you have to click the lead and then click to expand any notes within the lead. We would love to add a shortcut that will automatically expand all notes when a lead is open. Alternatively, it…
Tracking zoom attendee lists in PD in a custom field
Hi PD Community, We run learning sessions where our members can register for a learning session with other members of our community. We ask that attendees register, and from there we track which learning session they attend. It helps to understand which sessions are most useful for them, what they find interesting and…
GIFs in Email: How to Use Them to Win Customers 🎥
What’s your process for including GIFs in your email marketing campaigns? Including an animated GIF file in your email can add an interesting and eye-catching element that goes beyond the static email design. Because it’s somewhat difficult to offer a uniform email video experience across devices and email clients, many…
[Survey] How do you use Whatsapp in your work with clients?
Hi, people! My team and I are working on a way to improve the sales team`s efficiency on Whatsapp. Specifically, we're developing the automatic Whatsapp to PipeDrive integration. I'm looking to find out how you use Whatsapp in your work now: for lead gen, sales, account management, long-term customer relations, etc. Please…
New: Leads Inbox update - Custom columns and filters 📊 🔎
What? We’ve just released custom columns and custom filters support in the Leads Inbox. Users are now able to: * edit the existing or create new filters in Leads Inbox * modify and re-order the columns in Leads Inbox When? Gradually rolling out to all users in the coming weeks 🔔 Follow What’s New? to get notified about…
Summary for the day
I'm just wondering why I see the Summary of the day in this form. Did I miss a basic setting there? Why are all web visitors already crossed out?
Different Automations for deals in different localities
Hi, We have a Contact Forms 7 form on our WordPress site with CF7 Pipedrive Integration. When a lead submits the form, the integration creates a deal in Pipedrive, and the prospect gets an email. We'd like to have one email go to international leads and a different email going to leads in the United States. Is there a good…
Architecture: lead source field should be on a lead or on contact?
I have a client who started using Pipedrive before Leads Inbox became available. We used the "lead source" field on the contact, as it was logical that every contact is actually a more or less cold lead, and then they'd call the contact and potentially create a new deal. I saw in some projects that "lead source" was used…
Formula e Lead Score no Pipedrive com Integromat
Fala pessoal! Desenvolvi (a V1) de um sistema de lead score no Pipedrive usando Integrmat e Sheets. Aqui eu mostro na pratica e tb como fazer. Se alguém quiser contribuir sintam se convidados https://www.youtube.com/watch?v=wdYYNbBFImk

Leads

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