Hello, I would like to automatically add deals in Pipedrive when a contact is added. It's important that a deal is only created if the imported contact has a phone number or if I assign a phone number to the contact after importing. It's also crucial that no duplicate deals are created. Contacts are imported via surf from…
Hello, There is the possibility that I get more then one Deal with the same organisation but another contact. I plan that the new duplicate deal gets moved to a Pipeline stage "duplicate" automatically. Right now my automatisation looks like this: But it seems like it's not working. I don't get it. If there is a new Deal…
The default duplication rule on contacts (name + any of primary email, phone number or organization) does not really work for us, since we regularly update contacts from their submissions of registration forms. And people misspell their names surprisingly often. They rarely misspell their email addresses though, because…
Currently when we attempt to bulk import, Pipedrive gives the option to Merge or Create a duplicate entry if the person already exists in the system. I would like the option to simply SKIP importing the person if they already exist. Pretty please? Thank you!
I have created several automations, they move to the next stage after the last activity in the automation has been completed. The issue is, if the user made a mistake and has to go back to the previous stage, the automation kicks in again and create new activities even though the activities have been completed. How do I…
Hey, Pipedrivers I would like some suggestions here and also discuss the way some of you manage DUPLICATES. We have a client that created lots of duplicates, to be more exact 700+ only in one category! Now comes the tricky part, Merging them 🤯! Doing one by one is really a pain, and PD should develop a simpler way to…
I would like to know if there is a way to identify duplicates that have some extra requirements in some custom fields. So let's say there is a list of 500 companies. 100 of them have a custom filled in with some data. This is the requirement. I only want to find the duplicates of the 400 companies that have the same…
Hello community, I got a problem with the duplicate detection. As I understand, the duplicate detection recognizes contact duplicates by checking the contact-names. But here starts my problem. For example, I got those two contacts (with NAME and EMAIL): | Harry Potter | homie@hogwarts.magic | Ron Weasley |…
Hi! Is there a way or a automation to monitor duplicates? We receive leads from our website and if a person signs up for a newsletter and sends us a question through a form, this one person will be created twice in Pipedrive. Is there a way of monitoring all the duplicated entries created? Thank you!
I tried to import notes from a spreadsheet, related to existing contacts, and used their e-mail as reference. Still all persons were duplicated in a new 'page' with e-mail and new note only. What do I do wrong?
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