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Merge delas un pipedrive
Hello pipedrive team, I need help with the next issue, how can I merge the deals in pipedrive for example when a company buy other? Awaiting for you soon answer. Kind Regards, Rodrigo Vásquez
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Hi Is anyone using Lusha <> Pipedrive direct integration? If so how to you avoid duplicates ? Thank
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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?…
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merging
Hye we have many automatically created deals out of zapier because our marketing email tool automatically writes emails to variuos people in one company , we have a bunch of deals with the same name and I want to merge these ? what to do ?
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When merging contacts, is it possible to have the participation tags merge? I am often merging two d
When merging contacts, is it possible to have the participation tags merge? I am often merging two different people and I want to capture all of the participation tags on both profiles; currently one is overwriting the other.
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AUTO-MERGE OPTION FOR DUPLICATE DEALS/PEOPLE/ORG FIELDS
For example we pipe people from our website into PD bases on a questionnaure. If they decide to resubmit their info another time, PD creates a duplicate deal/person/org. I would love to have the options to merge deals if the email is the same. This becomes a problem because I think use zapier to pipe into Klaviyo for email…
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Avoid Duplicates with your unique key
To avoid duplicates. Give the possibility of importing databases on the basis of a unique key of our choice, not only on the basis of the company name or the contact name. Example, each company in Belgium has a unique 9-digit company number
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Can I get merged organizations through API? Also, when I merge duplicate organization, how do I know
I need to know which organizations were deleted and which were merged through the API, how can I do this?
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Hello everyone! I'm having problems concerning organization duplicates. According to Pipedrive, orga
Hello everyone! I'm having problems concerning organization duplicates. According to Pipedrive, organizations are considered duplicates when their names and address fields are the same. However, I have a looooot of duplicated organizations with just a slight difference in their address. Is it possible to change the…
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If a lead signs up again creating an organisation in pipedrive is it possible to merge this organisa
If a lead signs up again creating an organisation in pipedrive is it possible to merge this organisational content so there is no organisation duplication in pipedrive ?