For Contact sync, in Pipedrive you can select with all your contaacts, or a 'folder' subset. This made sense in the old outlooks, but the new outlook no longer has folders. The main way now is Categories (or tags). How, if possible, does one focus the contact sync when the folders option is no longer available. Pipedrive…
Wouldn't it be great to track one person who owns multiple companies in Pipedrive? Right now there is a workaround but it isn't great. It will create confusion as my company grows. Plus, it is much harder to track which person grants me the most work so I can reward that person for being so loyal. Who else would love the…
I couldn't find this anywhere and thought I had posted this in past but seems not. I would like to connect a person to another organisation directly rather than a custom field or other organisation. Freshworks and Hubspot do this well. I am in a networking group so a member of my group will be connected to their business…
I am viewing a person or organization. I would like to link an email with that person/organization to a deal from within that very same view.
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
Its been a couple of years since the original post was made, is there going to be ANY update to Related Organisations in Pipedrive? Ideally the ability to filter and report on relationships and import organisation relationships - is Pipedrive considering any developments to this? If yes, when and what changes?
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
Is there a way to remove the "Organization" data field from the Add people card? We don't use Organizations for anything in our application of Pipedrive for our business. It's a nuisance to have it on the add person card when I want to use that "real estate" for more important things for our workflow. Any ideas why I can't…
I've used Zerobounce to clean my customer database, I've never done this in 12 years so I've got a lot of contacts that need removing, well over a thousand. Is there a way to match the contacts I want removed in bulk? I'm thinking uploading a list of contacts for Pipedrive to delete rather than import. Thanks Anthony
Currently the Prospector tool does not fully integrate into Contacts. This is a massive oversight considering all the external prospecting tools (surfe/cognism/appolo) already do. We need PipeDrive Prospector to fully integrate to allow us to: Add new contacts into Pipedrive contacts and sync all their data. Fully sync…
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