Smart Contact Data

Email Sync with Deal Participants?
This topic has been in discussions over the years and I am interested if there are future plans for enabling emails to automatically link with all Deal participants? As of now, if you are sending an email from your provider (Gmail for example) to anyone but the main contact of a deal, the message will not be linked to that…
Upload Organization picture/logo to find deals faster
It would be great if I could upload an Organization logo, much alike People pitcures, having the option to enable or disable them in the pipeline screen. When we have many deals in our colums, it is faster to locate them by imagem than text, once the column's ordering criteria it is not very clear. Actually, that was a…
Smart Contact Data - ability to copy / transpose to contact details
When you use the smart contact data lookup, there is no easy way to add smart contact info to a person's contact details, i.e. copy it from the smart info box to their actual saved contact details. This would make this feature so much better. What are your thoughts?
Automatically add Smart Data to contacts
It would be very useful if Pipedrive could automatically add Smart Data to contacts (rather than needing it to be done one by one. The other CRM that we are comparing against (Streak) has this feature. BTW Smart Data is great!
Bulk Add a Value to a Data Field (AKA Mass Adding Tags)
Right now when you bulk edit, it replaces the current value, but what if you can add another value to it so you have multiple values in your custom field that looks like this. Here's what it could look like... The system is already capable off adding values when merging contacts, so why not have this feature be added when…
Forms - Custom internal layout
There should be an option to make a custom intake form to be used when creating a new contact person internally. This could be done just like how the "Keap CRM" app does it...
Automating SmartData Updates
Is there a way to create an automation that says, "if a people is added, and the LinkedIn Profile is not empty, but the person email is empty - then create an automation that runs SmartData - and update the email fields based on what the SmartData finds? We have a lot of people who only have LinkedIn Profiles but not…
Using smart contact data for better workflows and efficiency.
Smart contact data seems very disconnected!. It would be great if there is an option to use the smart contact data that we get from an email or website. a few use cases are- * Create an organization from smart data captured using a person's email address * Use this data to update standard and custom fields on person and…
Job Title in Contact Preview
Currently, accessing an individual's job title requires navigating to their personal page. It would be a significant time-saver if job titles were visible in the preview view on the organisation page, eliminating the need for additional clicks.
Contact Sync - Merge Similar Fields - Google Contacts
It would be great if the default fields that show up, when syncing contacts with google contacts, could be merged or connected to existing fields. For example I already have a field called "Date of Birth" but google contacts brought in "Birthday" as a separate field that's not connected in any way. Also Default Pipedrive…
Access Smart Contact Data in Insights reports
We want to learn about our ICP (Ideal Customer Profile) by segmenting won deals into the company industries and company sizes. This is currently a missing feature that holds us back from upgrading from Advanced Plan to the Professional Plan. I hope this is can be added to the roadmap.
How can i Manage Different Contacts with same email and Organization?
In my case, organizations normally has institutional emails runs by different people over the years. For example: "sales_ABC@hotmail.com" in 2017 my contact was Megan, in 2029 George, and 2023 Peter. I can NOT change the name every time, because then we get lost on what was discuss and agree with the person before at that…
Download Smart contact Data in bulk
Hi Development Team! It would be amazing to be able to download the smart data contact information all at once to my laptop instead of adding manually one by one all the information to our contact info. This would save me a lot of time, and I'm sure I'm not the only one! Thanks a million!
Smart Contact Data Info Analysis
Hi, would love to be able to use the Smart Contact Data Info strategically, and have the capacity to use in filter views as well as the insights tab. Would also be nice if you could bulk update the smart contact data to be visible for organizations instead of having to go through each org and turn it on.
Smart Contact Data in Automations
It would be great to have smart data available in automations to update organizations and people
Contact Cards for referrals
I very often need to refer trades, consultants, and professionals to others. To do this currently I need to copy and paste everything from Pipedrive contacts into the email (name, phone number, email, business name, etc...) It would be very handy if each contact could have a card that we could forward to the client with a…
Enable organisation email link with deals and stop automatic contact person generation through smart
Recently, I noticed that when manually linking a deal to an email message, Pipedrive creates a contact person based on the email address if no contact person is associated with the deal. However, an organisation (with an email address) was linked to the deal. Mostly, this happens when I don't have a contact person for a…
Re-Targeting
can Pipedrive or a software platform that works with PD process re-targeting data and retrieve addresses from pixel on the web to do followup postcards?
Is there a way to have Pipedrive update contact details from Linkedin?
Asking for advice as we have 4000 contacts, many with missing details: current company, job title, email. What's the best way to update / sync our existing Pipedrive contacts with what's listed on their LinkedIn profile? Thanks!
Automatic Smart Data Search Is there a way in Pipedrive that Smart Data Search is automatically run
Automatic Smart Data Search Is there a way in Pipedrive that Smart Data Search is automatically run through all the contacts & organization instead of running through it contact by contact / org by org? Obrigada! ;-)
Any suggestions on what apps can we use to auto populate company/people fields in Pipedrive?
We have 60000+ contacts in it gets hard to have everything updated
We use your Smart Data Search for client records. Currently we have to 'copy/paste' the required inf
Proprietà contatti in base al comune
Buongiorno a tutti, ho la necessità di creare un'automazione che mi permetta di assegnare la proprietà dei contatti in base al comune degli stessi, qualcuno ha già affrontato qualcosa di simile? Idee? Grazie mille Alessandro
Adding revenue to Smart Contact Data?
Hello, The Smart Contact Data is a great feature, but is there any scope to add data regarding the companies revenue? I note there are some other platforms that offer this. It would be a great addition IMO. Cheers, Daniel
Smart contact data info button for all contacts
Developers! I would love a way to have the smart contact data info apply to all orgs/contacts en masse rather than having to go into each one and manually do it one by one. It's probably my favorite feature, please upvote my fellow pipedrivers!!!!
Automatic Smart Data Search
Is there a way in Pipedrive that Smart Data Search is automatically run through all the contacts & organization instead of running through it contact by contact / org by org? Obrigada! ;-)
Survey: What matters most in contact details of your leads?
We would like to help you to get the contact details of your leads easily. We have a few questions we’d really want to ask you to help us understand what matters most to our customers. Could you help us out? ✅ It shouldn’t take more than 3 minutes of your time. If you can spare the time, please add your input in this…
Is Pipedrive able to recognise contact email addresses including company name and add these automati
Sync your contacts between Pipedrive and other apps via PieSync.
Hi Sarah for PieSync here! We are a happy partner of Pipedrive and we help you sync your contacts in 2-ways real time between Pipedrive and a ton of other apps like HubSpot, Mailchimp, Google Contacts, outlook, ActiveCampaigne, ... It's a very easy 3-step set up to keep your contacts clean. Let me know if you have any…

Smart Contact Data

Discussion List