Leads

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…
New Lead in Leads Inbox
When a new lead arrives in the leads inbox from a web form it appears to be highlighted as new with bold text and a dot next to it if I remember correctly. Does it hold that new look for each pipedrive user until they view it or when one person views it does it not appear as new anymore for everyone?
Custom field needed to capture new organization name for a landing page
I have a developer that tells me I need to create a new custom field just to capture a new organization name when using a form on a landing page. It doesn’t make sense to me...Why can’t this information be saved in the existing field? and if it can’t I will get 2 fields for organizations....
How does your pipeline look like?
Hi Real Estate experts! With the recent release of the new leads inbox it could be a great time to review your main pipelines. Here's one below that one of our new customers has set up. Although every company process can be unique, what feedback do you have for her, how does yours look like and why have you set it up that…
Building target lists 'Leads Inbox'
I am finding myself adding leads to the leads inbox from contact records in our piepdrive database for people I want to make sure are front and center for me to contact. Prime targets so to speak. * Is anyone else using this the same way? * does anyone else use a different solution that works well for them?
Receive 'seller' leads from 'real estate' platforms on auto-pilot!
Are you searching for leads? Hi, there my name is Dominique Hoogsteder from Belgium and if you say leads then I can help you. We have build a lead importer and sniffle tool that we can install for you. We will find leads on demand, 24/7: * People that place their properties on the major platforms. * People that place their…
💥 2 guaranteed ways to generate more leads! 🔥
⚡ Write/Record useful content for your target users There is no better way to generate quality leads for next to no cost at all if you can generate posts or videos or podcasts that help your target audience solve problems they go through in their work/life. A good example of it is Jeb Blount, who makes my favorite podcast…
REquesting LEAD SOURCE Field in new Leads Section
We've been uploading all of our leads as new Contacts, and we measure sales velocity from when the lead is entered into PipeDrive. We have established LEAD SOURCE criteria that we use to report up to our Board. We like the new LEADS section but it is utterly useless for us because the LEAD SOURCE field is excluded. New…
Is there a way to track "new contacts added" in the Insights section?
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!…

Leads

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