Leads

I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am
I am new to Pipedrive and would like some help formatting our lead flow. Also in new deals - how am I able to change the titles in the pipeline?
For an offer, how to retrieve the details of each product?
Hi Everyone, I am taking the liberty of writing to you because I am encountering a problem. For an offer, how to retrieve the details of each product? in terms of quantity and amount because only the global result is specified there thank you for your time Nicolas
Leads Beta
does anybody know why behind functionality Leads still the sign Beta is placed? What does this mean in detail... may I use Leads or better not, because the data may be lost? How long will this be in beta statusß Thanks for feedback
Domain search in Prospector
Anyone knows what one should enter in the Domain field? I tried things like net / .net / com / org / biz but even with all the fields left blank I get zero results. Rob
Leads creates organisation and person if I have decided not to use them
I have noticed, that when a lead is created and I decide, that it is irrelevant or I do not want to convert it to a deal, the person is still saved to PD as well as organization. Is this a bug or feature? I would expect, that after a do a decision, that lead is relevant, after then, I will save it to my PD. Thus there…
Hello, is there an ETA for when lead automation will be available?
Lead Automation
Can't find anything specific on this if either of you two can help @Mike van der Valk @Inês Batata When trying to create an automation, it doesn't give you the option to select a "Lead" So we can create automation around leads, like we can with deals Is this being worked on and is there an ETA?
Leads in Workflow Automation: Let's beta-test it!
⚠️ Update: beta-testing finished, Leads in Workflow Automation are now live! 🚀 --------------------------------- Please join the Pipedrive Workflow Automation beta-testing channel if you'd like to be one of the first to test Leads triggers, conditions and actions in Workflow Automation!…
파이프드라이브 가이드: 리드(Lead)란 무엇인가요
질문: 파이프드라이브에서 '리드'라는 항목이 있는데 '리드'란 무엇인가요? 답변: 리드(Lead) 는 '내가 판매하는 제품에 관심을 보이는 고객'이며 '관심을 보이는' 방식은 다음과 같이 다양합니다. * 회사에 문의 전화를 걸었거나 * 이메일로 제품에 대해 물어봤거나 * 웹사이트 고객 문의 게시판에 글을 남겼거나 * 소프트웨어 체험판에 가입했음. 영업 사원은 리드를 분석하여 실제 거래로 이어질 가능성이 높은 고객만 추려내어 거래(Deal)로 전환합니다. 이렇게 생성된 '거래'는 적당한 파이프라인에 투입되며 거래 성사를 목표로 관리합니다. 원한다면 거래(deal)을 다시…
Survey: Share your 2020 sales experiences and 2021 expectations until December 11th 🚀
We want to hear from you: share your experiences in the sales industry in 2020 and your expectations for 2021 by taking our 15-minute State Of Sales Survey! * Answers are anonymous, confidential, and not tracked. * We'll create in-depth reports in various languages and share them with you. * Deadline: December 11th *…
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organiz
Use of organization/company URL/domain to prevent duplication. Pipedrive currently uses the organization address to detect duplicates. This is a challenge and I would like to ask that PD expand the duplication feature by also allowing for org names + domain name to used to detect duplicated. We have names of prospects,…
Hello, I am a SEA freelance and I manage Google Ads campaigns for around twenty clients. For a cli
Hello, I am a SEA freelance and I manage Google Ads campaigns for around twenty clients. For a client who is spending € 700 / day on lead generation currently, I was wondering if it was possible with Pipedrive to: To have the possibility of sorting the lead according to the level of relevance of the lead (3 levels: 1) down…
Publishing listings to Facebook & Instagram shop true Pipedrive with our Publisher.
Dear Pipedrivers, We are building a real estate extension that allows you to * Publish the property on your Facebook shop * Publish the property on your Instagram shop * Collect lead information on deal level in PIpedrive It allows you to run dynamic adds with a verry low cost. You will be generating allot more showings…
Community Roundup - Volume 7 🗣️
Hope everyone had a restful weekend! If you are looking to get your mind running again, check out these posts from our Sales Community and join in on the most interesting discussions: 🔥 How Can You Replace A Salesperson Without Harming the Relationship With The Customer? 🔥 How To Share Deals Externally Without Sharing…
Email a contatti moduli web
Buongiorno, Avrei la necessità di inviare una mail di conferma al contatto acquisito tramite modulo web. C'è la possibilità di inviare la mail ad utenti di Pipedrive, ma non ho trovato come inviarla al contatto stesso. Se proponete le automazioni vorrei poter distinguere la mail modulo per modulo, ma soprattutto non…
파이프드라이브 가이드: 엑셀 스프레드시트에서 데이터 가져오기
질문: 기존 영업정보가 들어있는 엑셀 스프레드시트가 있는데, 이걸 파이프드라이브에 올리려면 어떻게 해야 하나요. 답변: 다음 네이버 블로그 포스트 참고하세요. 파이프라인 관리 팁: 엑셀, 스프레드시트를 사용하여 파이프드라이브로 데이터 가져오기(마이그레이션) 참고자료 * Importing data into Pipedrive with spreadsheets - 네이버 블로그 포스트 원문: 파이프드라이브 서포트 페이지
Wordpress Custom Forms --> Pipedrive Leads
I have custom forms on my wordpress website. Would like two things to happen: * content from form is populated in "leads" tab of the Pipedrive dashboard * All content from custom fields on form is populated (name, phone, company/org, role, etc. Right now, wordpress is linked to pipedrive using contact form 7. When we fill…
Survey: What matters most in contact details of your leads?
We would like to help you to get the contact details of your leads easily. We have a few questions we’d really want to ask you to help us understand what matters most to our customers. Could you help us out? ✅ It shouldn’t take more than 3 minutes of your time. If you can spare the time, please add your input in this…
Leads: Automatic Activity Pop-Up doesn't save to that Lead
Within Leads, after populating and saving an Activity (against that specific Lead), another Activity box automatically pops-up, but after populating and saving it, it is not saved against that specific Lead. It is saved only against the contact person. This is not congruent.
Error posting leads
Hi, I have an issue occurring wherein I fill out everything to post a lead, but then get an error in the bottom left corner: "An error has occurred. Please try again later." This happens roughly 60% of the time I'm entering leads. It's frustrating since I have to try and go back to enter leads later, and I'm not sure…
When do you create a deal? (with sales automation)
Hey everyone, tough question I have. My consultant that helps me with sales automation strongly advice to create a deal when the prospect is interested to know more about our solution and not before. Then prospects status before is managed under a custom field which means no pipedrive reports but a 3rd party integration.…
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?…
📽️ Webinar video: Dux-Soup and Pipedrive - Automating LinkedIn activity from your CRM
https://www.youtube.com/watch?v=hMd8WN_U4Qo If you missed it live, worry not! Watch the recording right here and learn how you can automatically manage your LinkedIn activity through Dux-Soup Turbo from Pipedrive: * Create, update and enrich your CRM data directly from LinkedIn * Update your CRM when new connections are…
Webinar today: Automating LinkedIn activity from your CRM (Nov 10th, 2020)
🚀 Later today we're taking part in a webinar with Dux Soup focused on 'Automating LinkedIn activity from your CRM'. Time: 8am Pacific, 11am Eastern, 4pm GMT, 5pm CET 📌 Save a spot and register now for free!
Sending newsletters
Hello Community, I want to make and send a regular newsletter to my customers. Does anyone have an idea how I can manage that using pipedrive or another tool? Thanks, Jan Bons
Lead source and tracking
I have been tracking the lead sources (both inbound and outbound) in a custom field like SEO, PPC - Gooogle, PPC - Facebook, Referrals, Outreach etc. I would like to get a bit more detailed report on these sources. For example, for inbound leads - it could be Phone call, Email, Live Chat etc. It's more like nested sources…

Leads

Discussion List