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Duplicates created upon any email sent out of gmail

Hi there! I have new duplicates of contacts already in the system created daily. I believe this happens with any email address that comes into my gmail. So anytime one of my Contacts from Pipedrive sends me an email. 

Any incoming call I have from Cloudtalk also creates a new contact. 

I would like to stop both of these things, please let me know if this is possible! Thank you 

-Isa 

Activities timeline is being cluttered by "Communicator Call"...

If we talk all the year with our client by phones it’s will be too much calls activity’s 😕

each time they call us or we initiate the call we will see activity call and the recording also...

This will make the time line tooo long...

 

Nirmal G.
Sydney Based Web Developer

Lead source and tracking

I have been tracking the lead sources (both inbound and outbound) in a custom field like SEO, PPC - Gooogle, PPC - Facebook, Referrals, Outreach etc.

I would like to get a bit more detailed report on these sources. For example, for inbound leads - it could be Phone call, Email, Live Chat etc.

It's more like nested sources i.e. SEO lead can call or Email or contact us from Live Chat. But that is not relevant for outbound leads - so having another custom field can be confusing.

How do you recommend to manage these data so we can... (More)

Planned: Zoom integration

One of our internal teams has started to work on an integration with Zoom. During our mission to deliver this integration app to our Marketplace we hope to deliver to options to:

  • Schedule a meeting with Zoom details (link) from the scheduler and activity page
  • Log meeting notes and the Zoom recording in the activity

📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned? topic and does not communicate exact timelines for delivery.

Update:

We've opened up beta testing for this upcoming feature, if you're interested in trying it out and giving... (More)