Dans notre dernier article de blog, on résume les avantages d'un CRM, car un logiciel de gestion de contacts a tout de même ses limites. Bref, l'article parfait si vous devez convaincre vos collègues, votre boss (ou vous même ;) ) pour passer à Pipedrive ! 

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Cuando se sincronizan los contactos con google, se confunden los datos de nombre y apellido pasando algunos caracteres del apellido al nombre.

Ejemplo:

Tengo un contacto con los siguientes datos en Gmail:

Nombre: César
Apellidos: De La Cruz

En Pipedrive aparece como:
Nombre: Cesar De La
Apellidos: Cruz

Es una situación delicada debido a que en las automatizaciones del mismo pipedrive, se pueden estar enviando correos o mensajes con el nombre de la persona. Imagínense enviar un saludo así: " Hola César De La, ¿cómo estás?"
 

Contactos Google:

Pipedrive:

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 

I have many contacts who have multiple email addresses related to their work with different customers. For example, Joe is a freelancer or consultant who works with several companies/organizations and he wants to help each of them buy my software. When he's working with Org A, he uses joe@orga.com and when he works with Org B, he uses joe@orgb.com. 

Each org has their own deal in pipedrive, but Joe is the main contact for both of them. I have both of Joe's email addresses saved on his contact, but I need a way to specify which email address to default to per deal so I don't try to email him about Org A's deal using his Org B email address.