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Contact Management
Contact Management

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Votre boss ne veut pas de CRM ?

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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Error en la sincronización de contactos con Google

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:

Proprietà contatti in base al comune

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 

 

 

Allow me to select the default email address of a given contact to use on a given deal

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.