Leads

Deal/Lead automation
Hi I'm new to pipedrive, but trying to figure out how to automatically move deals through my pipeline – not based on activities. For example, when my customers have filled out an online registration form on my website, I would like the deal to move to a new stage. The obvious way I thought to do this is: TRIGGER:…
Creating a Referral Rep/Company on forms
Hello Pipedrivers. Long time lurker, first time poster. In addition to direct sales, we are also receiving referrals from multiple partners who we need to track to compensate when sales are won. Right now we have separate webforms for each company with the data fields to identify the rep. But since they are data fields, we…
Labellcall (app which identify your customers)
Hey everyone Me and my friends created Labelcall app to identify a caller person that is connected with Pipedrive database. In simple words when someone calls you mobile app (Android only) shows you information stored in your Pipedrive I would like to ask you what information would be crucial for you as active users I will…
Best customer support integration for handling B2C and B2B web traffic between Shopify+ and Pipedriv
We are trying to devise a solution for our site which is currently carrying equal B2C/B2B traffic . Our site runs off of Shopify+ and we are looking for a better integration between customer support app / pipedrive / shopify so that we can automatically funnel specific customer requests / new business inquiries into the…
Creating a report of deals that lack certain information
Hey, I tried my best but failed so far. I'd like to create a report (a list view) of all the deals that lack certain information like Lead Source (custom single option select field). My need is to: - Be able to create a list of deals that are missing f.e. Lead Source information so I can give it to my Sales Reps so they…
🧠 How to Add More Deals - Sales Pipeline Course: Chapter 4 | 📽️ 2 mins
https://www.youtube.com/embed/doWLnPT9N3MThis video is about the first of 4 levers of pipeline flow: adding new conversations to keep your pipeline flowing. Timo also outlines the 3 steps to having a healthy sales pipeline and explains that you need to continue to find new sales opportunities in order to put new…
Data Field Placement Dilemma
I'd love a vote. I am going back and forth on where I should add "Lead Gen Source" with a list of multiple options. I originally had it with the person as a data field, but there are multiple people sometimes tied to a deal. I then changed it and made it a "lead" field and as leads are added to leads inbox it is a required…
Now live: Workflow automation for leads 🤖
⚠️ Update: good news, Leads in Workflow Automation are now live! 🚀 ----------------------------------------- One of our teams has started to work on one of the most requested updates for our new leads section in Pipedrive. Which is to connect our leads inbox to our workflow automation feature. So are you patiently waiting…
Source - Leads Section
How can I fill the source of a lead when creating the lead? Can't find the field in the form.
Ich habe eine Frage zu Label Funktion in Pipedrive ( siehe Video )
Danke Ich habe weitere Labels vergeben. Sie tauchen aber in der Workflow Automation nicht auf. Nur die 4 Standard Label sind dort. Gruß Florian https://www.loom.com/share/0599ddbba49742aa93867299ca6e9dc9
Do you know which channel your prospects like to be reached out on?
https://www.youtube.com/watch?v=Yy1puXAvEWM
Almost no one wants to interact with our chatbot. Does anyone have similar experiences or ideas on h
Question: How to track leads that are converted to deals
I have many deals that are converted from leads. Then how can I see only these deals in pipeline view? I'd like to measure the efficiency of leads, and I'd like to know the ratio of leads converted to deals.
Sync or export leads to e.g. Mailchimp
Hi, I like the new leads feature a lot. However, I am missing a feature that's essential for us: We sync/export our pipedrive with our E-Mail marketing tool mailchimp, using the native pipdedrive - mailchimp integration (export). While this works seemlessly with Deals, I unfortunately didn't find any option to also export…
Mass Create Deals from Leads/Contacts.
We need the ability to mass create deals from the lead list. It's impractical to create each deal one at a time, specially for our outbound telemarketers, they need to be able to quickly add all leads assigned to them as a deal, and work through calling them.
Do Not Call / Do Not Contact
For leads that specifically request that we "remove them from our call list", how do we categorize those leads/accounts?
Pipedrive web forms have suddenly stopped redirecting upon submission... Any one else experience thi
We use the leadbooster add on for capturing leads on our website when they want to download content and have started getting reports yesterday that it is no longer redirecting them properly. Anyone else experiencing similar issues? The submit button just endlessly spins.
how transform business in person?
Account Mgmt
Hi Guys, We sell to distributors and end users, and have two separate pipedrives for these. With regards the distributors, is there a way to input a sale, keep the deal open and then let the amount return to $0. as the sales are recurring with distributors I need the insights to be accurate, but also be able to look back…
Correct format for Zapier Webhook POST Leads OBJECT Value
Hi there I apologise in advance if this post is short. But I wrote up a lengthy explanation and somehow it didn't get posted. So what I am trying to do is take Gravity Form data and push into PD as a LEAD with as many fields filled. In particular I am wanting to add the value to the LEAD when it is created. I get an error…
New: Leads API scope added by Zapier 🤖 🔛 🅿️
What does this mean, what do I need to do? If you're one of our 20,000 users who have installed the Zapier app you probably already received a notification about this from Zapier, but no harm in announcing it here too. To take advantage of this new API scope (building zaps that utilise Pipedrive's Leads), simply…
Hi All, is the leads functionality "inbound" only? I do a lot of cold email outreach and wondering h
Hi All, is the leads functionality "inbound" only? I do a lot of cold email outreach and wondering how to convert the "people" (email addresses / companies) from contacts into leads so I can track when to follow up
Looking for inbound/outbound pipeline workflows & best practices.
Hi all, Hope this will resonate with some of you and get a discussion going. I'm very much interested about recommendations and tips regarding the best/most efficient way to handle inbound and outbound leads and deals on Pipedrive. More specifically, how to accurately track inbound vs outbound performance all along the…
Is it possible (or will be soon) to create a new Lead from a webform to pipedrive using zapier?
hello, we do have a webform on our site and will like to automate Lead creation with zapier but currently I only see "Create new Deal" as an option but not "new Lead". Could this be that it is because Leads is still in beta? if that is the case do you know when will this functionality be available with zapier or if there…
Introducing new Leads API endpoints 🏗
We have now added the brand new Leads resource to the Pipedrive API. In the sales world, Leads are potential Deals that are stored separately from Deals in the Leads Inbox inside Pipedrive. Leads resource allows to get, create, update and delete Leads, Lead Labels and get Lead Sources Find more detailed information about…
Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on web
Hey, Pipedrive community! Our team creates a sales online meeting scheduler based on web-form on websites like a Chilipiper but integration only with Pipedrive. It helps prospective clients (leads) to book a sales meeting the moment they submit the webform on your website and get meetings automatically booked & calls…

Leads

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