Contacts

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Getting startedTips & TricksImport/Export dataSeeking adviceFiltersContactsBulk actionsData managementDeals

Posted 2 days ago

Hello, I try to clean my pipedrive and i w ould like to remove all my prospects that are not linked to an opportunity. Can you let me know how to do such a filter? chhers

Exporting/cleaning all prospects that are not active

1 reply

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Tips & TricksDuplicatesSeeking adviceLeadsLead generationContactsLeads InboxOrganizations

Posted 4 days ago

Is it possible to sync organizations and contacts from the Leads inbox and the Deals section?

Hi,

We very much like the Leads inbox but since we have deals going in and out from the same organizations and contacts, is there a way to open a Lead in the Leads inbox by finding an organization that already exists in the Deals section? And the same question for contacts?
In other word, is there a way to not need to insert an organization and contact from scratch when opening a new lead in the leads inbox if they were already added on pipedrive?

1 reply

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Feedback & feature suggestionsDuplicatesContactsDeals Merge duplicates

Posted 22 days ago

AUTO-MERGE OPTION FOR DUPLICATE DEALS/PEOPLE/ORG FIELDS

For example we pipe people from our website into PD bases on a questionnaure. If they decide to resubmit their info another time, PD creates a duplicate deal/person/org. I would love to have the options to merge deals if the email is the same.

This becomes a problem because I think use zapier to pipe into Klaviyo for email marketing purposes and then am stuck with the problem of duplicate leads getting added to the same sequences.

6 replies