Leads

Label to webform/chatbot leads
It would be great to be able to set specific lead label to leads from different webforms or chatbots in the "submit options" panel.
When losing a deal, is it better to mark as lost or move back to leads?
Hi guys, What is the best practice to handle this? You lose a deal. Maybe you want to follow up in 9 months. Is it better to markt the deal as lost or move it back to leads? Happy to learn about your best practices. Thanks!
Integration Analytics and Pipedrive
Hi all, I'm struggling for a while to import data from Google Analytics into existing Pipedrive deals. Tried tools such as #zapier and #fastbase, also added some #utm-tags to my Google Ads campaigns. Without results. I'd like to import the 'source / medium' and 'campaign' from conversions into Pipedrive, at the moment we…
Lead Velocity
Hey Folks, It would be very handy to know how long it takes for a lead to be handled. In my case, the time from lead creation to first response is what's key.
Multi Column List Ordering
We should be able to organize our lead lists using multiple column criteria - for example, say I want to order them according to country, and area code, and contract value. I should be able to choose all of these in reorganizing the list. Currently I can only reorganize using a single column.
Area Filter
how can i filter leads by postcode/city, so that we can drill into an area to find customers specific in that part of the country
Best practices to use Leads labels
Hi Community, We recently started using leads as part of the sales process. Naturally a lead is converted only it passed our qualification criteria. Our leads are mostly outbound. I'd appreciate to hear some of your best practices and tips on how you use labels. Are you using it to flag the outbound sequence stage (i.e.…
Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
What are the three phases of a lead generation funnel?
Lead funnels are used by both sales and marketing teams to attribute customer intent. These teams work closely together but often execute lead-building in different ways. A lead generation funnel focuses specifically on the marketing portion of the overall lead funnel and customer journey. This funnel typically comprises:…
Pipedrive and beyond
Hi everyone! We are Pipedrive elite partner SaaShop Inc. / Oy based on USA and Finland. If you need any help or want ideas on how to achieve your goals/needs feel free to ask. In our marketplace is multiple SaaS that already has integration for Pipedrive. So if you need solutions for leads, prospecting, calling, marketing…
Hey everyone, we are facing challenges while converting bulk leads into deals.
Leads into Deals Filters and custom reporting
🔎 How to increase conversions with a lead tracker 🔍
Using a lead tracker allows you to collect and organize lead data from one place (including insights on touchpoints and lead source). Why is this important? Knowing which stage of the sales cycle your leads are in will ensure you nurture those that are ready to take the next step in the buying process. You should: Strike…
Workflow automation not working when importing leads
Hi, all. I stumbled upon this shortcoming with lead import functionality not triggering any workflow automations. Perhaps someone has found a workaround? When importing leads in bulk (import data function), no Workflow automation gets triggered. I was informed by PD support that due to some shortcomings in the…
Adding leads via the mobile app
Is there a plan to add the Leads Inbox or the ability to create a new lead via the mobile app? We have a couple companies with field sales reps that are always out of the office. We want the Leads Inbox to replace their prospecting spreadsheets, which are built on-go as they are making local sales and service calls. It…
Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC
Would it be possible to integrate Stripe to accept credit cards and begin billing from the final Request Signature page? How is everyone accepting payments after the client signs a proposal? I'm currently using betterproposals.io but I feel like this would be a great feature to have in Pipedrive to reduce buying friction.
Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…
Hi, how can I track the click event on the LeadBooster chatbot with Google Tag Manager?
Export Lead Data to CSV/Excel
We use the campaigns function a lot, but we need to be able to export the open's and click's data that is pulled from the campaign for our records. i.e. we get 400 opens on an e-shot - we need to be able to export the name, number of opens, and email address, and time of open. All the data that shows up in the list when…
Merged: Tag / mention user in Leads and Activities
This discussion has been merged.
[Webinar] Lead generation and management topics
Hello, dear community, I'm Ruslan, Product Marketing Manager at Pipedrive. Together with the product team, we're planning to conduct a series of webinars dedicated to lead generation and management best practices, tips and tricks, automation etc. That we believe will help our clients to streamline their processes and…
Sort labels in Leads
Hi there, is it somehow possible to sort the labels in Leads? No matter in what sequence I create them, they seem to be sorted randomly. It would help a lot to sort them somehow (alphabetic would already do the job) Thanks
Sort Leads Table
We want to be able to have change how the Leads table is sorted, so that we can resort the Leads based on the column we've selected. i.e. * When you click on the Title heading, the table is sorted alphanumerically ascending, then when you click the Title heading a second time, the table is sorted alphanumerically…
Leads should be able to convert to contacts and organizations apart from converting to deals because
Leads should be able to convert to contacts and organizations apart from converting to deals because, very often, leads will be influencers and conduits and will be decisive in bringing more deals
Has anyone discovered a way to delete chats from the history? I have several test chats that I would
Has anyone discovered a way to delete chats from the history? I have several test chats that I would like to remove but cannot figure out a way to do this.
Track Revenue from Pipedrive Leads that came in through AdWords or Facebook campaigns.
Currently if someone clicks to our website (go.ourwebsite.com) from our AdWords campaign, and then goes to ourwebsite.com/article and then ourwebsite.com/reviews and then ourwebsite.com/contact-us and fills out the Pipedrive Web Form...there's no way to know if a lead came in through our AdWords campaign so therefore we…
Marketing Advice with Pipedrive
Hey all, I am currently setting up our pipedrive for our marketing - using the campaigns, webforms, etc. I am hitting a bit of a blocker in that it's hard to get deeper into the source of leads as currently only manual, prospector, forms are offered as sources. Wondered if anyone had figured out some workarounds or if…
Do you have a lead scoring in Pipedrive?
Do you have a lead scoring in Pipedrive?
Email and web tracking + lead scoring
Hi all, I would like to build an automated lead scoring based on leads behaviors / engagement (typically emails opening / clicking and website traffic). How can we do that with Pipedrive / other tools ? Thanks a lot!
Pipedrive & Tilda
Would be great if we could get a direct integration between Pipedrive and the website builder Tilda to capture leads
What is best way set reminders to regularly connect with leads
Hi, I am a commercial real estate investor and find properties by constantly connecting with active real estate agents and property owners in my area. My goal with Pipedrive is to make sure I never forget to connect with my contacts at least once every 60 days. Does anyone use Pipedrive for something similar and what have…

Leads

Discussion List