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…
Hi everyone, I work in the insurance industry and would appreciate your guidance on how to manage multiple policies under a single contact in Pipedrive. Example: In March 2025, I sold a client Policy 1. In April 2025, the same client purchased Policy 2. I want each policy to be tracked as a separate deal, and from the…
the smart data seems detached from the main data, can there be an option to push smart data to the person or organisation
Is it possible in the future we could have something on contacts that marks them as problematic or even barred from the establishment? When I worked for hospitality, we used a program called Campspot. In said program you could mark some one as problematic and write out what they did (so that if you hovered over the mark,…
I often share contacts with others in my network and much like you can share a contact via iOS text messages it would be great to send an email and be able to easily select a contact from Pipedrive and then select one or more fields you wish to insert into the email or even send as VCF attachment. It would be even better…
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?
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…
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…
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!
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…
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