Leads

Country specific leads - how to organise?
Hi all, First time here so pleasure meeting you all! I was interesting in learning /discovering how to organise (if possible) our leads by country? At present, we have several clients spanning EU/UK and potentially the Middle East so wanted to find out if it was possible to organise our leads inbox and our deals section by…
Workflow Ideas: LinkedIn to Pipedrive Leads & Deals
Hello! Our marketing department is interested in tracking the full life cycle of our LinkedIn ad campaigns, from ad to sold service. I am looking to hear from the Community about how you built this utilizing Pipedrive's tools and reporting. Details on what Marketing wants to track and our draft process (which we don't…
Web Form Attachment
Is it possible to add an attachment feature to web forms so that customers can attach a diagram/specs?
Create Deal (Lead) from email
Hi, I'm trying to do automation via make (integromat). Expectation: 1. an email arrives at a certain address - via Make it is looked up via IMAP 2. it looks to see if there is a Person and Organisation in the PD 3. if it is, assigns, if not create. 4. creates a lead or deal and puts the mail in it. Reality: Up to point 3…
Deal Source
I find it quite an oversight that Pipedrive has no default category for lead source. We have manually added this field to deals, but as a manual field it means we are unable to build a report on it for our dashboarding. Massive oversight for a company that is focussing around new facilities like web visitors and randomly…
Having Trouble With Lead Automation
Hi Everyone, I'm trying to set up an automation for my team. In its current state, after a lead is pushed into Pipedrive, we have an activity automatically created for the assignee to contact the lead. What I'm trying to do is set up another activity to contact the lead again after 1 day if the lead is still a lead and not…
ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
Bulk Conversions
hey guys, thought i would reach out to the PD community to see if you could assist me with a scenario i need some assistance with. I have a bulk list of contacts and would like to bulk move them to leads. At this stage it looks like i can only do this individually, is there a bulk ability to do this quickly?
Workflow is not creating the activity in the lead
I have created a workflow which should when a lead is created add a new activity to it. Although i checked everything, it still does not create the activity. Why?
Feature: Lead Disqualification
Option when disqualifying a lead it removes it from the leads list and cancels all scheduled activity.
Need Help -> Tracking Event Participation
I'm looking for a simple solution (ideally, built-in to Pipedrive) to keep track of who is participating in what events our company hosts and/or attends. Any recommendations? Here's one idea/concept we're exploring: * Create a separate "Events Tracking" pipeline for tracking all events, with appropriate stage names that…
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…
Group Email > 100
If you can PLEASE add the feature to allow NEXT 100 when sending group emails. It would be super helpful as it is very tedious to individually click each customer after you send the first 100 emails when we are sending out a promotion. We have over 1000 customers in our database and it makes it very time consuming.…
Convert Deals to Leads on the mobile app
As we work on deals, we regularly use the "Convert to a lead" feature. We love it because we can keep people on our radar and schedule follow-ups without having to mark prematurely them as "LOST." It would be AWESOME if this feature was available on the mobile app. Our primary salesman uses his app most of the time, which…
WHATSAPP TO PIPE
Quando vamos ter uma extensão nativa de Whatsapp para o Pipe? Aquele Pipechat além de ser pago é horrível. O mercado brasileiro necessita disso. Ajudem a promover a ideia PIPERS!
Files in Leads
Is there a way to drag and drop files/attachments into Leads, the same way you can in Deals?
Getting started with Pipedrive [VIDEO]
Hi everyone, I just re-recorded my guide on how to get started with Pipedrive, intended for anyone new to Pipedrive and not sure where to start: 0:00 - Introduction 1:04 - What is Pipedrive and how is it different to other CRM's? 3:20 - Navigation 5:56 - How information is organised in Pipedrive (Org, People, Deal, Lead)…
Live Streaming, o futuro do E-commerce?
https://ferramentasdorainmaker.com.br/2020/09/22/live-streaming-o-futuro-do-e-commerce/
Adding Products to Leads (so that it aligns with Deals better!)
It is currently not possible to add Products to Leads, which seems strange to me as Leads become Deals and Products are integral in Deals. For our company, when we identify a possible "Lead" or opportunity, it is identifying somebody who might be interested to buy a Product, so having the Product connected to the Lead is…
"Merge duplicates" algorithm is flawed and needs improvement
I have tons of duplicates on pipedrive because pipedrive is not very good at detecting duplicates based on the phone number. For example, pipedrive won't recognise two duplicates (with the same name) if their phone numbers are written in two different ways: 08 52 78 94 56 and 0852789456 (without space), or 08 52 78 94 56…
Delated LEADS
How can I find delated leads? Not deals but leads? We are using dedupely to merge LEADS, and if the lead is already delated then we have a problem with merging leads as an error keeps preventing us to merge two LEADS. I did research here in community discussions, but could not find any solution to our problem. Can you…
Leads Inbox: One column for overall last activity/email date?
Caveat: this post deals w/ one-on-one emails sent to leads, not those sent via automations/campaigns in bulk. With the Leads inbox, I'm aware that you can turn on/off various "last ___ date" columns for people and orgs, e.g. last email sent, last activity date, etc.. but is there any way to have a single column that…
View that blends Leads and Deals
Can a view be created that shows my leads and deals on the same page? I like to give my referral partners a weekly update, and I need to pull the data from both. Right now I have to export both and merge them in Excel.
Merged: filter leads and other unfinished things in the lead module
This discussion has been merged.
Leads - How to add to existing contacts?
Hi, I would like to use the Leads functionality to record potential leads with customers. Early conversation prior to something being a deal. When I create a deal, there doesn't seem to be a connection to any of the contacts or organizations in Pipedrive already. Any way around that?
Connect our general sales mailbox to Pipedrive
Hi I want to connect our general sales mailbox (sales@company.com) to Pipedrive and automatically generate mails to leads. Is that possible?
Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
How can I add linkedin profile link/url in the existing contact list?
I want to add profile urls for all the contacts I am adding whether be it linkedIN profile url or behance. Is it possible to add new empty field just for that kind of urls? similarly like it ask for phone numbers and emails.
Filter Persons with more than one active Lead
This should be a straightforward filter option to see a list of contacts with more than one open lead in the same way it is possible for Open Leads.

Leads

Discussion List