Leads

Emails from Outlook to Pipedrive
Hi everyone, It was hard for me to find an answer to this one, but perhaps the community can help. We have automated webforms and livechat, so each lead ends up in Pipedrive as a LEAD. This allows me to create all sorts of wonderful workflow automatizations. However, around 50% of leads we receive are in the form of direct…
Question: Can you attach an email to a lead? I am emailing leads from the lead page and nothing is c
I am emailing leads from the lead page and nothing is captured. I would like to track emails sent to leads and how many emails it takes to either qualify/unqualify the lead.
How to measure time in seconds from lead-in to outbound sales call
What would the best way to measure time (seconds) it takes us to reach a lead via call once this lead applied for our service? I assume it should be something related to the activity. E.g. duration between an activity got created and the call was logged? Is there a standard, Pipedrive way of doing this? Thanks!
Webhook for Leads?
I know leads inbox are still in beta, but do you plan to support webhook for leads? (We don't have any support for leads webhook as you can see in the attached screenshot.)
Pipedrive Mobile App - Leads
Currently you can set up Sales Assistant to notify you of any deals, activities or notes assigned/mentioned in your name. However the notifications doesnt support Leads. So when a new Lead is assigned, it doesnt notify that person. I'm currently building a workaround using Slack, but it seems the app is slightly devalued…
Why doesn't autocomplete work?
A few days ago, I noticed that the list of suggestions stopped appearing in the autocomplete field. I deleted and created a new one, but the problem persisted. What can it be and how to fix it?
Is there a way to create Leads through an API endpoint ?
We would like to create some leads in PipeDrive by sending the information through an APi endpoint. Is it possible without using a spreadsheet or Zapier and Facebook Together?
Lead source connection with UTM code
Hi! does anyone know a good approach for connecting the UTM code of a web visitor to the lead source in Pipedrive? We would like to be able to see which campaign that drives the most leads. If this is possible in some way, then we can know which visitors that are most likely to convert to sales. Thanks!
Best practices for setting up customer profiles?
Hi, does anyone have a thoughts on how to best set up a client profiling template that can be used by sales reps to document their customers' characteristics and preferences? What I am currently thinking about is how to set up a questionnaire-type screen that helps them cover the 5-10 most important issues when talking to…
Setting pipedrive as a sub contractor
I am inquiring as to the best way to setup the CRM. We are typically a subcontractor (Demolition) to Primes. Most of our invites to bid come through other platforms. When we receive the invite to bid and do an estimate for a project, would that specific project be entered as a lead or would we enter it as a deal with…
MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process 💰
The MEDDIC sales methodology advocates that pitching to leads and prospects who are highly qualified will result in a higher closing rate. It is a blueprint for qualifying leads and asking the most important questions to move deals forward. As part of MEDDIC sales, your salespeople should stress how your product or service…
Leads Feature, Add Files
It would be great to add files in the Leads Feature. We tend to find leads from data mining and link the PDF files to the project for proper tracking. Currently we can only do this in the Deals feature, which is forcing us to have "leads" in both areas.
WebForm Request to configure client confirmation email
Hello, We think lead webform have a missing feature: ability to add and configure and automated client confirmation email. is this something in your roadmap? Kind regards, Gilles.
Edit leads via Import Tool
Hello, I'd like to suggest making leads more versatile by making them searchable, exportable, and importable via the Lead ID. Lead IDs are currently only available via the API and you can only get a list of every single lead you have, as opposed to filtering your view in the leads inbox and then exporting to excel. I'd…
Has anyone got a report in pipedrive for Lead Velocity Rate?
Hi everyone! I am new pipedrive and still wrapping my head around the insights reports. In all honesty I find the parameters quite limiting and I am struggling to build what I need without using a spreadsheet. In particular I am interested in a report that looks at Lead Velocity Rate, specifically this equation: Lead…
Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
Filtering by column in Tabular view
Currently, the Pipedrive tabular view UI only allows sorting alphabetically. I would absolutely love if I could bring up my deals page in the tabular view and filter the results. The only way to filter currently is to create a custom one each time - which is time consuming. If Pipedrive would change this UI to an excel…
Leads for Mobile App
Howdy Everyone. I would like to suggest adding the leads function to the mobile app version of Pipedrive. To me the, leads function is quite handy but it would be super helpful if I was able to capture new leads in the field, where most of my leads are generated. I am sure this added feature will benefit many small…
Using Pipedrive for best quality leads
We have used Pipedrive for some time - data capture great, reporting fine, nurturing campaign capabilities too. Query I have is around abandoned / allusive leads. i.e. people who enquire and we don't get the opportunity to speak with and elevate the enquiry quality. (note. all our enquiries are incoming) Enquirers complete…
Track Leads activity in Insights
Is there a way to track the activity you do on Leads in Insights? For example, how many leads were qualified and converted to deals and how many were unqualified and archived? Without that data, it's hard to get a clear picture of the sales cycle.
Lead bulk update
The bulk update functionality in leads would also be useful to be able to bulk update an activity - so select 10 leads to then apply an activity for a certain date. At the moment very painful importing leads and then having to manually apply an activity to each lead.
Working with partners / Partner Portal
Hello everyone, We plan to expand our sales with external partners, helping us to distribute our products. The last weeks I work to write best practices around partner management in Pipedrive. I also worked out that the partners need a lot of additional stuff, so I came around to launching our own partner portal (connected…
"Lead converted to deal on" - filter not available for a specific time period
Trying to find a way to see the conversion rate of leads that were converted into a deal in a specific time period, e.g. "conversion rate in % last month." It seems to only be possible to find either how many of the converted leads were converted, or, a conversion rate in % but based on when the lead was created. A lead…
New: 💬 Facebook Messenger and WhatsApp integrations
Manage all your conversations from Facebook Messenger and Business WhatsApp in Pipedrive, keep them organized and connected to your contacts, leads and deals! What: With our new Messaging inbox integrations you’ll be able to: * contact prospective leads or clients, and track your conversations without leaving Pipedrive; *…
Lead Scoring
Hi all, Is Pipedrive actively working on a native lead-scoring system within Pipedrive? I feel like this is an extremely important feature that other CRMs have had for a while now. Pipedrive is a sales-driven CRM and not having a native lead-scoring feature really lets it down. We really don't want to use a third-party…
Lead source tagging within the Webform
* If the visitor source is automatically tagged to every webform submission and stored as a field within the deal. That will be a really cool feature. It should be an easy feature since you are already tracking visitors now. * Which brings me to the second feature request - Within the website visitors tag if I can filter…
Lead Goals
It would be great to see Lead Goals brought into Insights. In some use cases there has been a need to identify how many leads per month in order to win X amount per month
Excluding deleted Leads from reports
Hey Folks! I created ~50 test Leads while onboarding an SDR team. The team processed the tests and then I deleted the tests. However, the converted Leads still show up in Lead Performance reports and I can't seem to exclude them. I imagined that I could: delete the converted Leads (but this doesn't seem possible) exclude…
API for Lead Conversion?
Are there any plans to create an API we can use to fetch conversion rate? I'm trying to integrate pipedrive into my in-house software, but we have no way to get conversion rate on leads for reporting. Has anyone found any solution to extract conversion rate on leads? It would also be nice to get conversion rate on deals.
Updating Leads by import
Is that possible? Leads don't seem to have an ID - how can I upload file with Leads info and update the already existing leads?

Leads

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