Leads

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…
Community Roundup: Volume 4 🗣️
The Sales Community has again been filled with awesome conversations between salespeople and users. Check out the links below to see a handpicked selection of some of the most interesting discussions and join in the conversation! 🔎 Lead Source and Tracking 🔎 What App Are You Using for Leading Sales Meetings? 🔎 Lead Entry…
Do you use the MEDDIC sales methodology? 💰
Check out this article: MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process , you might learn some interesting tips that will save you time and optimize your sales cycle. ➡️ Follow our Learning topic for a one-stop-shop of curated knowledge about sales, marketing, CRM and everything around them.
We would like to incorporated of MEDDICC process in Pipedrive. Is anyone doing this? Or have found o
I have different Lead numbers in Pipedrive Mobile app than in Desktop. it's BAD.
How to recycle champions and close deals easily in B2B
Hi pipedrivers! Over the last few weeks, I have been testing a quite innovative leadgen tool called Champlist (https://champlist.io). I am in the private beta program and I promised the founders that I will share my experience with the community if I close some deals with its help. To my surprise, thanks to Champlist I…
Lead source and repeat business
We have two pipelines in our PD - New Business and Repeat Business. And it's easy to track the Source of new business as a custom field when you get a new lead. But it's hard to find the original source of the leads after it moves to the Repeat Business Pipelines when you have multiple people involved and multiple products…
Leads: How can I change the lead owner for ALL LEADS at once?
Managing Referral Information
Hello everyone, I'm working with a client that has a roofing company and they go door to door at times to sell to customers. They offer a rebate or incentive for referrals from one client to another and I'm trying to see how everyone manages this in pipedrive? Of course we can do simple notes but, I'm hoping someone has a…
How do you handle in Pipedrive import and setup - organization, Person
I am downloading a list from Reference USA - now Reference Solutions. the list will show organizations that have multiple addresses and managed by the same people or different people.
Is there a way to score leads based on behavior on website ?
Hey! Wondering if there is a way for me to score leads based on the pages people have visited on my website. I would like to have an action or have the lead earn points as they browse through my website. The points would then reflect on the properties of the leads in Pipedrive. Is there a way to make this work using only…
When Activity is assigned to a Lead I lose the contact information of the Activity
If I assign an Activity to a person, and then I want to add also the activity to a Lead, then is removed from the person.
It's live: Converting your website visitors into leads
UPDATE - it's live 🚀 https://support.pipedrive.com/hc/en-us/articles/360002296018-Web-Visitors-feature ---- Figuring out who visited your website is difficult because only a fraction of visitors leave their contact details. This means a lot of lost opportunities, because those visitors were already somewhat interested in…
Asking about maximum number of records
How many records that pipedrive can store ?
Web visitors strategy
Hi, we're interested in the Web Visitors add on. Practically, what is your strategy on contacting a website visitor? Just calling head quarters or email the info address and saying "Someone from your company has visited our website, who might this be?" Sometimes it are huge companies with thousands of employees. Looking…
New: Seamless web tracking is here! 👨‍💻 🔍
Do you want to reveal which already-interested companies are browsing your website? With our new Web Visitors add-on, you can see their names, how they found you and what they engaged with. All that’s left is to reach out with a personalized pitch. https://pipedrive.hubs.vidyard.com/watch/aM2jadxhf7qCLz8Ej4UV4GP.S. While…
Leads Inbox
I like the concept of the Leads Inbox, that being a place to monitor and work unqualified leads and easily convert to the deal module. However, I find the Leads module is not as functional as the other modules of Pipedrive are. I realize its new. Has anyone experience using this? I am trying to make use of it in our…
Como planejar e preparar seu E-Commerce para a Black Friday
https://ferramentasdorainmaker.com.br/2020/10/06/como-planejar-e-preparar-seu-e-commerce-para-a-black-friday/
In Case You Missed It - Pipedrive Update - October 2020
https://pipedrive.hubs.vidyard.com/watch/DSJSZh1ZHRYQrGwnsYQabC?This month we've got updates that affect ALL of our pricing plans + new improvements made to the LeadBooster add-on including the Prospector - a tool that will allow you to specify your company's or product's specific demographic, and acquire outbound leads.
Recommendation for managing leads
I have a list of leads that have information already associated with them. I create custom fields for this information because it helps me tailor my prospecting message. However, I can only access this information from the deals. My workaround is to create a lead segment in deals and add my leads there. This is unfortunate…
Is there an easy way to add (convert) multiple existing contacts into leads in the system?
Was hoping to be able to select multiple contacts from the list of existing contacts and classify or move them into leads.
Does anyone know how to create contacts without creating a deal?

Leads

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