Leads

Lead Scoring and visuals
Please add a lead scoring feature where we can add or subtract points based off of customer actions (for example: opens an email, clicks on a link, etc.). I know this is not the first time that this has been requested, but I am shocked that this doesn't exist in Pipedrive. We would also like to be able to manually enter a…
Incorporate Formula Field Functionality For Leads
We desperately need the formula field functionality for leads. We're in a high volume business that provides a large amount of quotes from people shopping around that does not result in a deal. We use these fields to calculate the estimated pricing for the service. We do not want to convert these to a deal, unfortunately…
Urgent: Address Fields Being Cleared and Deal Creation Issues
All of our address fields are being deleted when a lead is converted to a deal. The address is not being saved in the Person or Lead/Deals object. We're also experiencing an issue where when we hit 'create deal' the lead is not being converted to a deal and going to the deal screen. It requires multiple manual refreshes…
Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
Linking a Lead to Activity via Automation
Hi I have set up an automation which is working fine, the only thing it doesnt seem to recognise is linking the lead to the activity, is there any work arounds for this? I can link 1.Person to Activity, but cant link the lead that is associated with the person
Automating Lead Assignment Based on Region
I’m looking for advice on setting up an automation in Pipedrive to assign leads to specific sales reps based on their region. I’ve tried configuring workflows, but I’m running into a few challenges. Here’s what I’m trying to achieve: Automatically assign leads from certain regions (e.g., North America, Europe, etc.) to…
Leads Inbox: allow editing by clicking in the cell in the table view
The leads inbox really needs some updates to make it easier to use. Each cell in the leads inbox table is highlighted on hover, making it seem like you could click in the cell and edit the value, which would be a great feature so that we could update them easily. But, you have to click to open the side panel, then click on…
Leads from Website - Leadbooster?
We're a new client considering a switch from Hubspot to Pipedrive. One of the items we're trying to figure out is how we get Lead Information from our Wordpress website into Pipedrive. Hubspot did this automatically (even with their free tier) by embedding some information on our website. It seems like Pipedrive requires…
Looking for tips on Lead Tracking & Reporting
Hello Pipedrive community - I've started a role as New Business Director with an agency, where I am responsible for finding new business from existing clients and new business from new/targeted clients. I've aways used Salesforce in the past, so I'm trying to get ideas of best ways to utilize the "Leads" tab in pipedrive…
Updating CUSTOM Lead Fields Left Initially Blank
I must be a dolt — but man is it a cosmic pain to update basic things on the lead view in this CRM. So frustrating! As far as I can tell — if I create a lead and do not supply a set of custom fields for it in the creation, I cannot update it in the future. The option Like great. I can see that only 1/5 field values is…
Link email to deal from person/organization view
I am viewing a person or organization. I would like to link an email with that person/organization to a deal from within that very same view.
Ability to merge a new (web) lead with an existing deal
We have mandatory fields to put some discipline/rigor around qualification of deals. So when multiple (web) leads come through from various prospects about a pre-existing deal in particular, it becomes very tedious for staff to fill out the mandatory fields on each lead in order to convert them individually to deals before…
Forms to capture lead data
I am new to the platform and want to be able to capture details of potential customers who want to pre register for an event next year. I would like to share a link to the form via my LinkedIn (and possibly also add to my website) and then when someone completes it, the details come directly into Pipedrive. I've seen…
Feedback - Leads Inbox not working for you?
Hi there I'm going to be "that guy" - the outspoken one - that raises a big question and concern that others may have as well, but haven't voiced. I might be on my own here! We cannot use the "Leads" component of Pipedrive - it's just not set up to work for our business. And I think our business is really quite basic and…
Best practice for working with an external PM software?
I am trying to set things up as best as possible from the beginning. Our process is as follows: Receive lead, enter in pipedrive Once lead is qualified, create deal and begin sales process Once a deal is won, we will create a project in either ASANA or TRELLO or MONDAY At the moment, "we" is just me. But that will…
Zapier error failed to create a lead in Pipedrive provided dataset is not valid
Hi, I am trying to set up a Zapier connection from Facebook Lead forms to Pipedrive, and I am running into an error when trying to map custom fields. These are just single dropdown options that exist in the Facebook lead form and also in Pipedrive. The error is: Failed to create a lead in Pipedrive provided dataset is not…
Add Participants to Leads
Hi Pipedrive team! Is it possible to add Participants on Leads, or only on Deals? Our team wants them on Leads as often our first conversation with an inbound lead is a conversation with the referrer (the company's external accountant/CPA) and not the eventual client (the company owner/director). This means we want to add…
Lead manager - schedule for all sales reps
I need a suggestion on how you handle scheduling for all sales reps on one calendar? We have one person that manages all incoming leads and qualifies them and schedules based on type and availability a sales appointment. So I am looking for what other folks do with this type of scheduling structure.
New: Business card scanner for Android 📱
Hi Pipedrivers! The latest update to the Pipedrive mobile app for Android includes the beta version of the new business card scanner feature. To use it, tap on the main ”+” button and then tap on ”Contact scanner.” Your device’s camera will capture the card details automatically and allow you to convert them to a new lead.…
What software for landing page
Hello everyone, I would like to use a software to generate landing pages to connect to pipedrive via Outfunnel. I already use Elementor for the site, but I have seen that leadpages is also very good, what do you think, and what do you use for your leanding pages thanks for the answers regards
Sorting LABELS in LEAD view
Need help. How can I sort the "label" options in the drop down menu in the leads view? I can sort the actual leads by the "label" column, but when i'm assigning labels to a new lead, the options are listed in the order you've added them, not alphabetically. Help please.
Leads system that integrates with Pipedrive
any recommendations on a good leads app that then integrates with Pipedrive when ready to convert to deal as trialler. We have used Pipedrive leads for over a year now but there is a lot of things missing. No pipeline type view, you can’t attach business card or image to a lead from mobile app etc etc. we love Pipedrive…
Automation for removing leads when deal is created
Dear Community, I have a question related to automation, How can i automate any deal created in Pipedrive it get automatically be removed in the lead list? Any help would be highly appreciated.
New leads as goals
Does anyone know how to set "new leads" as a goal? I.e. 5 new tangible leads per week.
Leads vs. Deals: What's the difference? [VIDEO]
New Pipedrive users are often confused about when to use leads vs. deals. In this video, I explain the purpose of each and how to use the leads inbox to qualify your leads before you convert them into deals.
Early Access List - Pipedrive Pulse - Turn more leads into opportunities
UPDATE: Applications for this beta test are closed, thank you all who participated. Hi everyone 👋 Almonzer is here from Pipedrive Product Team, I am announcing a new product in our pipeline that soon will be released to selected customers as part of a closed beta. We are looking for users who are interested in testing the…
Clicking on Lead's Email not auto-populating in the TO field of draft email.
Our sales team notices an odd change in PipeDrive setup: They often write emails to leads in the Lead Inbox and they start these messages by clicking on the lead's email from the Lead Inbox. That opens a new draft email in the Pipedrive email editor with the lead's email auto-populated in the TO field. What's odd is that…
Labels on Lead Inbox as part of filters
This discussion was created from comments split from: Using Labels vs a Field .
Apollo.io integration for Pipedrive: speed up your prospecting
With our new marketplace integration, you can sync your leads from Apollo.io straight into Pipedrive, making it easier than ever to find and connect with new prospects. Key benefits of the Apollo-Pipedrive integration: Bi-directional sync of contact and account data, including both default and custom fields Flexibility to…
Automatic lead archiving
Hi everyone, I'm new to Pipedrive and to be honest I'm also a bit new to using a CRM. I used to use Hubspot but switched to Pipedrive as it was far too complex. Before, on Hubspot to create automated email sequences, I simply had to create a dynamic list of contacts based on criteria (for example, the source) and once the…

Leads

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