Pipedrive FAQs

Based on where your company is based across the globe, there are two ways to pay for a Pipedrive subscription.If your company account pays for its Pipedrive invoice...

...in US dollars or Euro, we accept payment through all major credit cards, including Visa, MasterCard, American Express, Discover, and JCB. Payments can also be made using a valid PayPal account. Customers with a billing address in North America can also pay with Diners Club credit cards....in British pounds, we accept payment through all major credit cards, including Visa, MasterCard, American Express, Discover, Diners Club, and JCB.For more information on how your Pipedrive subscription charges will appear on your bank statements, click here.

Note: This action is only available to Admin Users.

You can add your VAT, ABN, or GST number to reflect on your invoices by goingto your Billing tab and selecting the pencil icon in the 'Billing details' section.From there, scroll down to the 'Address' section and fill in the tax number field that appears there.

Keep in mind that you cannot change your VAT, ABN, or GST number retroactively for previous Pipedrive invoices.

No matter what word you choose to use for your deals, leads, or opportunities, there are people out there in the real world that you need to talk to in order to make your sales grow. These people could be stand-alone individuals or representatives of a whole organization. So how do we present all of our contact information in Pipedrive, as well as track the actions and processes the contact is subject to? Email Sync

People and Organizationsare theprofiles that hold the important information related to that Contact, likephone numbers and email addresses.

Dealsare the specific transactions you are pursuing with Contacts like closing a sale or agreeing to a contract. Deals are tracked through specific stages of a sales Pipeline as they progress, and are used to document all actions taken to close the sale.

Activitiesare scheduled tasks used to close a sale, and can be associated with People, Organizations, or Deals.

Emailis the correspondence you have withPeoplewithin anOrganization about aDeal.

People (Contacts) People contacts are the specific customers that you are selling to from Pipedrive. These Person contacts are the backbone of the sales process, and any information relating to each contact like scheduled activities, or emails will be tracked in the Detail View of that Person.

Peopleare your customers, and contain email addresses and phone numbers.

Peoplecan belong to an Organization.

Peoplecan have multipleDealsopen for them at the same time.

Peoplecan be synced with Google Contacts, imported from a previous CRM, or imported from a CSV or XLS file.

Organizations (Contacts) Organizations act as larger collections of data in Pipedrive. All of the Peoplerelated to anOrganization will be listed in it's Detail View, as well as any Notes or Activities performed in relation to anyPeople/Dealsrelated to theOrganization.

Organizationsare the companies that your People Contacts work for, and contain information like a mailing address, or industry information.

Organizationscan contain multiple People.

Organizationscan have multipleDealsopen for them at the same time.

Organizationscan be related to otherOrganizations.

Organizations can be synced with Google Contacts, imported from a previous CRM, or imported from a CSV or XLS file.

Deals The ongoing transaction you are pursuing with a Person or Organization in Pipedrive is tracked as a deal, which is processed through the stages of your pipeline until it is either WON or LOST.

In Pipedrive, deals contain all of the actions taken towards the closing of a sale.Dealswill also pull all information from the Person or Organization that they are associated with, which you can find in the Detail View of that deal. For more information on Deals, click here.

Dealscan be associated with aPerson, an Organization, or both!

Dealstrack all events and movements that take place throughout your sales process.

Since aDealis connected to a contact, any actions you perform on theDealwill also be associated with thePerson/Organizationrelated to it.

Deals can be imported from a previous CRM, or imported from a CSV or XLS file.

The progress of the deals in your account is tracked as Progress in your account.

Activities An activity represents any action on your part towards the closing of a sale. It can be a phone call, a lunch meeting, or even a ritualistic firewalk. Whatever it is, you can schedule it in relation to aPerson, Organization, or a Deal. For more information on Activities, click here.

Activitiescan be synced with Google Calendar.

Activities can be associated with aPerson, an Organization, or both!

Associating an Activity with aDealwill also associate the Activity with the Deal's assigned Person and/or Organization.

Activities can be imported from a previous CRM, or imported from a CSV or XLS file.

Email Mail, unsurprisingly, is a conversation you're having with a contact regarding a deal from prospecting them in order to get one started, to putting the finish touches on closing the deal. The Mail tab of your Pipedrive account holds all email that you decide to keep a record of in Pipedrive. Mail is tracked along with yourPeopleand Deals through Pipedrive's .

If the Person you have emailed exists in Pipedrive, the email will be associated with them. If the Person does not exist yet in Pipedrive,the email will create a newPersonand link that email thread to them.

Replies from your contacts can also be forwarded to your Pipedrive Mailbox, and Pipedrive will document them in the same email thread as a reply from the customer.

Attachments in emails are available everywhere the email is associated and are also available in theFilestab of any detail page.

If aDealis open for the contact who the email has been sent to, Pipedrive will associate the email thread with thePersonas well as the openDeal.

Note:If multiple deals are open for aPersonwho has been sent an email, Pipedrive will provide a list of all open deals for thatPerson, and allow you to choose which deal to associate to the email.

In the early stages of your lead generation process, you may find yourself with a lot of potential deals sitting in the early stages of your pipeline, not ready to move forward through the sales process but also not cold enough to be lost or deleted. This can cause a lot of clutter in your workspace and can distract you from focusing on the deals that need your immediate attention.

Pipedrive's Leadsinbox is a separate inbox to keep your prequalified leads in, before they become deals.Once you decide which leads can be qualified, you can easily convert them to dealsandadd them directly into your pipeline to start your sales process.

Sections

1: Adding Leads

2: Managing your Leads

3: Converting Leads to Deals

To access theLeads inbox, select Leads at the top of your Pipedrive screen.

Adding Leads

Leads can be added through spreadsheet import,by clicking theAdd leadbutton, or viaLeadbooster. When adding a lead through the Add lead dialog, all fields are optional except either the Organization name or the Person name.

Managing your leads

The Lead screen displays your current leads according to their lead title, label, creation date, and owner. By default, these are sorted with the newest leads at the top, but you can rearrange leads by dragging them to their desired location.

You can filter your leads according to their label and owner, by clicking on the filter buttons in the upper right and selecting your desired criteria.

You can click on any lead to bring up their information in a panel on the right-hand side of the screen. This panel has a space to leave notes, assign or add a label, enter any contact details, and the option to delete the lead or convert the lead to a deal.

Converting Leads to Deals

When you've qualified the lead and you're ready to pursue it as a sale in your pipeline, you can clickConvert to deal.This will bring you to a new dialog, where you can define the pipeline, visibility, and value of your new deal, similar to the add deal dialog.

Once completed, hit Save to convert the lead into a new deal.The lead will be removed fromLeadsand moved into the Pipeline specified.This will also create a new person and/or organization linked to the deal, and link any notes you've written on the lead with each contact.

If Pipedrive recognizes a potential duplicate contact,you will be prompted to review and select an existing contact if applicable.

In the Detail View of the person contact that you wish to switch to a different organization in Pipedrive, click on the '...' button, and select the Switch to another organization option found there.When prompted, search for the name of the organization you wish to switch this person to, and click Switch organization.

here If you would like to rename the organization that the person is linked to, instead of switching it, click .

In the Detail View of the deal you wish to duplicate, click on the ... button, and select the Duplicate option found there.You will automatically be taken to the duplicate deal, which will have (Copy) added to the Deal Title field.

Note: This action is only available to Admin Users.

If an employee has left your company or simply no longer requires access, they can be deactivated from the Pipedrive company account. When a user is deactivated, all of the deals and contacts that they own remain in the account, but also remain owned by that deactivated user.

Prior to deactivating a user in your Pipedrive account, we suggest first seeing if there are any deals or contacts currently owned by that user. To do so, filter for items owned by that user, and use our Bulk Edit function to change the Owner of those items. If you have already deactivated a user that may still have items assigned to their user account, you can reassign the ownership of those items to another user in your account, using the steps shown here.

Note:Deactivated users will still appear in the Progresstab of your Pipedrive account, as their progress is never fully removed from the account.

Sections

1: Deactivating a user from Pipedrive

2: Reactivating a user in Pipedrive

Deactivating a user from Pipedrive

To deactivate a user from Pipedrive, go toSettings> Manage Users > Users andClick on the Activated tab found there. If you hover over each user, you will see the option to see the statistics, edit, or deactivate each user. Click on the Deactivate option to deactivate the user you want to remove from your Pipedrive account.

in this article

When you deactivate a user, you will be asked if you would also like to remove that user's billed seat. To understand the difference between a billed seat and a Pipedrive user, click here.

If you remove this unused seat, you will receive a credit invoice for the time remaining in the billing period for that seat.

If you do not remove this unused seat, then thatseatstill exists in your account and billing remains unchanged. This allows you to add another user to replace the deactivated user easily without having to process multiple billing transactions.

Pipedrive is billed by the number of active seats in the company Pipedrive account. Deactivating a user will decrease the cost of your Pipedrive subscription if doing so decreases the number of seats in the account. You can read more about the billing process in this article.

Even if you did not remove the seat during the initial deactivation, you can still remove the seat later. To do so, go to your Billing tab and click Remove unused seats.

Reactivating a user in Pipedrive

Any users that have been deactivated can also be easily reactivated again any time in the future.If you want to reactivate a user, you can switch over to the Deactivated tab and click on Activate next to the user you want to reactivate.

If there was an open seat in your Pipedrive account, the reactivated user will fill that seat without changing your billing information. If reactivating a user adds a new seat to your account, your billed seat-count will increase, billing you immediately for that new seat. You can read more about this billing process .

All of our webinars feature an interactive Q&A chatroom. You can view our on-demand webinars at any time or you can register for an upcoming live webinar. Questions in our on-demand webinars are answered within one business day, while our live webinars feature real-time support. The description of each webinar can be found on the bottom of this page. Please feel free to register for as many webinars as you'd like! Recordings of all our other past webinars covering topics such as integrations and product updates can be found here.

Our live and on-demand webinars are also available in Portuguese. The time of each upcoming live webinar is listed in your local timezone.

See how easy it is to use Pipedrive in our Pipedrive Essentialswebinar, and learn how to add deals and contacts, schedule activities, manage your pipeline, create custom fields, and run filters.

The Pipedrive Advanced webinar focuses on the features highlighted in our Advanced Plan, including Email Tracking and Templates, Workflow Automation, Important Fields, and Smart Contact Data.

See Who Visited Your Website and Turbo-Charge Your Lead Generation Efforts in Pipedrive with Leadfeeder

Only 2% of website visitors provide contact information or chat with you while visiting your website. With Leadfeeder, you can discover the other 98% and see which companies visited your site and learn exactly what they were interested in. Paired with Pipedrive, this simple tool can massively increase your lead generation and enhance your follow-up process.

In this webinar, learn how to:

Get started (it's super simple!)

Uncover companies that visited your website that didn't leave any contact details

Automatically send those leads and additional information to Pipedrive

Set up the perfect process to follow up with your best leads in Pipedrive

Send E-signable Contracts, Proposals, and Quotes in Pipedrive with GetAccept

Take Pipedrive to the next level by sending e-signable contracts, proposals, and quotes from within your Pipedrive deals.

In this webinar, learn how to:

Install the GetAccept integration in Google Chrome

Build your template inside the GetAccept platform

Merge Pipedrive data into the document

Send and receive a signed copy in your Pipedrive deal

Automate and See Your Marketing Efforts in Pipedrive with ActiveDEMAND

ActiveDEMAND and Pipedrive offer the best-of-breed features for their respective fields. Together, a well-integrated CRM and marketing automation system provide a unified platform for both teams to track and analyze customer activities and behavior. ActiveDEMAND and Pipedrive not only connect with each other, they truly integrate.Seamless integration optimizes customer relationships and provides aligned sales and marketing platforms with shared synchronized data and activity, yet each are designed to do what they do best.

In this webinar, learn how to:

The sales and marketing alignment challenge

How automation accelerates the buyer's journey through the sales funnel

Value-added features that ActiveDEMAND adds to Pipedrive

How to get Pipedrive and ActiveDEMAND automation working together seamlessly

Optimizing your system integration to increase sales funnel flow and close more business.

Identify and Eliminate Duplicates in Pipedrive with Dedupely

Duplicates can be a huge problem in your business. Your time is too value to handle tasks that computers are designed for. Recover lost productivity and save days, weeks, or even months of manual, mind-numbing, duplicate elimination.

In this webinar, learn how to:

Sign-up for Dedupely and integrate it with your Pipedrive account

Find duplicates that are lurking around your Pipedrive account

Merge those duplicates in bulk

Adjust scan settings for different types of duplicates you may find

Other than credit cards, you can pay for Pipedrive with Paypal. Other than PayPal, it is notpossible to pay with a money transfer or any other form of payment for your Pipedrive account. We only accept credit cards and Paypal.

Some banks nowofferdebit cards with credit card functionality. It means that you don't need to havean actual credit. It's a regular debit card connected to your account that can be used for paying for online services.

Also some banks issue virtual credit cards that you can create in the internet bank, transfer a certain amount of money on it and then use for a limited time. However they are not suitable for monthly payment as these virtual cards expire rather quickly. So we suggest using these only for an annual plan.

Note: This action is only available to Admin Users.

To pay for Pipedrive using PayPal, you will first require a PayPal account.If you don't have a PayPal account, go to PayPal to sign up for free.If you already have a PayPal account, follow the directions below:

Go to Billing > Billing details, and click the pencil icon,

Under the 'Payment method' area, select 'PayPal' and click Log into PayPal.

You will be directed to Pipedrives PayPal checkout in a new tab.

Log in to your PayPal account, and select Agree and continue.

You will then be taken back to your billing details page in Pipedrive with a success message showing your selected plan and the date of first collection.A preapproved payment will be created in your PayPal account for collection on a recurring subscription.

Note:This action is only available to Admin Users.If your company's billing address is located in Europe or Australia you have the possibility to enter your VAT or ABN number to prevent being charged additional VAT/GST when paying for Pipedrive.To do this, go to your billing page ( Billing > Billing details > Billing address), and when entering your address, also fill in the VAT number for European addresses, or ABN number for Australian addresses.

European:

get in touch with our support for further assistance

Australian:

If your VAT or ABN number is not being accepted but you have checked it against official records ( VAT check and ABN check), please .

Payment with an American Express credit card can be made for payments in US dollars, Euro, and British pounds.For information on other accepted payment methods for Pipedrive, you can read more here.

No, USD is not currently available as a payment option for European and Russian customers.

The currency for paying your Pipedrive invoice is determined by your location. The currencies available are US dollars, British pounds, and Euros.Pipedrive customers based in all European countries (excluding new customers in the UK) and in Russia are charged in Euro, while customers in all other locations are charged in US dollars. New customers in the UK are charged in British pounds.

Note: This action is only available to Admin Users.

Your Billing address, Payment method, and Billing contact can all be updated from the 'Billing details' section, accessed by navigating to your Billing tab and selecting thepencil icon in the 'Billing details' section.

Once the updated information has been provided, click theConfirm Billing Detailsbutton to save your information.

Note: This action is only available to Admin Users.Your payment method can be updated by going to your Billing tab, and selecting the pencil icon on the 'Billing details' section

Adjust your payment method as necessary, and click ConfirmBilling details to save your information.

If your payment method fails, you and the other users in your company will keep access to Pipedrive for a thirty day period.During this period, Pipedrive will periodically attempt to charge the provided billing information, in order to collect that payment.If payment is not successful at the end of this thirty day period, the invoice will be marked as failed and the account will be closed.If the payment is successful or new billing information is provided to settled the past-due invoice the account will continue without interruption.

Note: This action is only available to Admin Users.

An admin user of a Pipedrive company account can switch between the Essential, Advanced, or Professional plan at any point in the billing cycle.

When changing from one plan to another, you will receive two invoices. The first invoice will be a credit invoice for the balance remaining in the current period of the original plan. You will then receive a second invoice charging for the new plan for the remainder of the billing cycle.The balance of the credit invoice will be applied fully(if upgrading plans), or partially (if downgrading plans)to the invoice for your new plan.

Upgrading plans

Example: 1 seat on the Advanced plan, monthly billing ($29 per seat, per month) switches to the Professional plan ($59 per seat, per month) halfway through the billing cycle.

1st invoice:A credit invoice for theremaining time (2 weeks) in the monthly cycle for the Advanced plan ($14.50)

2nd invoice:An invoice for the Professional planfor the remaining time (2 weeks) in the billing cycle ($29.5).The credit from the first invoice will be applied towards this invoice.

Downgrading plans

Example: 1 seat on the Professional plan, monthly billing ($59 per seat, per month) switches to the Advanced plan ($29 per seat, per month) halfway through the billing cycle.

1st invoice:A credit invoice for the remaining time (2 weeks) in the monthly cycle for the Professional plan ($29.50).

2nd invoice:An invoice for the Advanced planfor the remaining time (2 weeks) in the billing cycle ($14.50).The credit from the first invoice will be applied towards this invoice with a credit balance remaining for use on future invoices.

If you are still in trial and find that your billing information is not saving correctly, we suggest that you please contact our Support team.They will assist you in troubleshooting the issue, and provide you with information to get you on your way. If you have an existing Pipedrive subscription and your information will not update correctly or you are being given an error you may wish to instead contact your card-issuing bank (or, if paying by PayPal, then contact PayPal) and inquire about any issues.If that does not provide sufficient answers, please contact Pipedrive support and they will work to provide some further information, if possible.

Only active Admin Users in the Pipedrive account can make changes to billing information for the Pipedrive company account.Please note that any changes made to billing information in Pipedrive will only be applied to invoices generated after that change has been made, and will not be reflected in previous invoices.

Admin Users can access billing information by going to the Billing tab.Other users in the Pipedrive account do not have access to this page.Otherwise, billing information including invoices will also be sent via email to the email address provided in the 'Contact Email Address' field in the Update Billing page in the Pipedrive app, also found by going to the Billing tab.

Note: This action is only available to Admin Users.

To enter your billing details and start your paying Pipedrive account, you can go to Billing > Add billing details. If you want to adjust the number of users in your account before entering your billing information, you can do so by clicking on theManage users button under 'Users'. If you want to change the plan type and billing cycle you are on before entering your billing information, you can click on the Manage subscription button under 'Plan after trial end'. here.

Once your User and Plan settings have been confirmed, you can click on Add Billing details to enter your billing information.

In the Add Billing details page, you can enter your billing contact information and billing address information under 'Billing Contact' and 'Billing Address'.Note:Users who enter a European or Australian billing address will have the option to enter a VAT or ABN number in this section. For more information, click here.

Under the 'Payment method' section, you can then enter your credit card or Paypal information. To learn more about the accepted payment methods for Pipedrive, click

Once the billing details have been confirmed, you can click on "Review purchase" to see a checkout page and review your payment.If your trial has not expired yet, the amount charged will be $0, and the full amount will be charged on the day your billing cycle starts. If your trial has expired, you will see the amount to be charged on your method of payment.

Note: This action is only available to Admin Users.

An admin user of a Pipedrive company account can change between paying on a monthly cycle or an annual cycle at any point in the billing cycle.

When changing between monthly and annual billing, you will receive two invoices. The first invoice will be a credit invoice for the balance remaining in the current period of the original plan. You will then receive a second invoice charging for the new plan.You will be given a new subscription period (monthly or annual depending on your selection) and this period will begin at the time of the change to the new billing frequency.The balance of the credit invoice will be applied fully (if switched from a monthly to annual frequency), or partially (if switched from an annual to monthly frequency) to the invoice for the new billing period.

Monthy to Annual

Example: 1 seat on the Advanced tier, switches halfway through a monthly cycle from monthly billing ($29 per seat, per month) to annual billing ($298.8 per seat, per year).

1st invoice:A credit invoice for the remaining time (2 weeks) in the monthly cycle ($14.5)

2nd invoice:An invoice for the new plan ($298.8). The credit from the first invoice will be applied towards this invoice.

Annual to monthly

Example: 1 seat on the Advanced tier, switches halfway through an annual cycle from annual billing ($298.8 per seat, per year) to monthly billing ($29 per seat, per month).

1st invoice:A credit invoice for the remaining time (6 months) in the annual cycle ($149.4)

2nd invoice:An invoice for the new plan ($29) The credit from the first invoice will be applied towards this invoice with a credit balance remaining for use on future invoices.

When working in the mobile app, you may run into some technical issues that prevent you from having a seamless Pipedrive experience. Weve provided a few troubleshooting tips in this article that you can test out if you run into any loading or syncing issues while using the mobile app.Troubleshooting iOS devices

Manually Syncing. Try manually syncing the app to the web-app. To learn how to manually sync the data, you can take a look at this article here.

Updating the App. For the optimal Pipedrive experience, make sure your app is updated to the latest version. To do this you can go to the App Store > Updates > Pipedrive > Update.

Uninstalling and Re-installing the App. This will effectively clear any cache issues in your mobile app that could be causing problems as well as update the app to the latest version. To do this, you can go to the home screen of your iOS device, hold down the Pipedrive app until the X shows up in the top left corner of the app icon, and click on the X to uninstall the app. To re-install the app, you can go to the App Store > Pipedrive > Get.

Troubleshooting Android devices

Manually Syncing. Try manually syncing the mobile app to the web-app. To learn how to manually sync the data, you can take a look at this article here.

Updating the App.For the optimal Pipedrive experience, make sure your app is updated to the latest version.To do this you can go to the Play Store > Pipedrive > Update.

Force clear cache. Theres a manual way to clear the mobile apps cache on Android devices. To do this you can go to your devices Settings > Applications > Pipedrive > Force stop > Confirm. Once done, you can go to Storage and click on Clear Data and Clear Cache.

Uninstalling and Re-installing the App. To do this, you can go to the home screen of your Android device, hold down the Pipedrive app until the option to uninstall shows up, and click to uninstall the app. To re-install the app you can go to the Play Store > Pipedrive > Install.

If you are still having issues with the mobile app, feel free to reach out our Support team.

Pipedrive syncs data between the Pipedrive mobile app and Pipedrive web-app regularly, but if you are in a hurry or you have just updated something important, you can manually sync your data from your mobile app.

There are two ways to manually sync your data from the mobile app.

The first way is by dragging your finger down the screen in any view in the mobile app. If the sync is successfully activated, a spinning circle will appear briefly at the top before loading the new data.

The second way to manually sync your mobile and web data would be to click on eitherMore > Synchronize Data in the iOS app or"..." > Synchronize Data in the Android app. In this section, you will also be able to see when the data was last synced with the web-app.

iOS app:

Android app:

In sales, you cannot make close deals if you do not have people to talk to. And having a large library of people to reach out to is the easiest first step to being good at sales. Simply put, the more people you have to talk to, the better your chances of closing a deal. To help you with that, Pipedrive allows you to bring all of your contact lists together using the Contact Sync.To enable the Contact Sync, go to Tools and apps > Contact Sync, provide the email address for the contact account you wish to sync into Pipedrive,and click the Add New Account button.

Pipedrive's Contact Sync works with most major third-party contact providers to keep all of your information connected and updated. The following providers are supported in the Contact Sync:

Google

Outlook.com

Microsoft Exchange

Microsoft Office 365

iCloud (only one-way sync due to iCloud limitations)

When configuring your Contact Sync, you can choose which group of contacts to sync with, the direction you would like the sync to operate in, and the visible-to setting for those synced contacts when brought into Pipedrive. Contact Sync The Sync Groupoption allows you to choose specific segments of your connected contact list that you may wish to sync to Pipedrive. In your chosen contact partner like Outlook these segments may be referred to by other terms, but will all still appear here under the 'Sync Group' dropdown. If there are groups that you wish to keep separate like Family or Friends, for example we suggest arranging your contacts in your contact list in groups to keep them separate, and choose the appropriate group to sync to Pipedrive. The Sync Directionoption will dictate how Pipedrive handles your information. If you would prefer to keep all information updated in both accounts, or to still keep your accounts segmented, you would make that choice here.

One-way SyncWhen contacts are created, updated, or deleted in the connected contact list, those synced contacts will be created, updated, or deleted within Pipedrive. Contacts created in Pipedrive, however, will not be brought over into the connected contact list.

Two-way Sync When contacts are created, updated, or deleted in the connected contact list, those synced contacts will be created, updated, or deleted within Pipedrive. When Person contacts are created, updated, or deleted in Pipedrive, those synced contacted also be created, updated, or deleted in that connected contact list.

When choosing the Visibilityoption for your Contact Sync, you are dictating which users will be allowed to view or edit the contacts brought over from your contacts list. Pipedrive companies under theEssentialandAdvancedplans will have access to the following visible-to permissions for any contacts synced through the Contacts Sync:

Owner's & followers Only the owner of the synced contacts and the followers of those contacts can view or edit its details.

Entire company Every user in the company Pipedrive account can view or edit the details of the synced contacts.

A company account under theProfessional or Enterpriseplan in Pipedrive will have access to the following visible-to permissions for any contacts synced through the Contacts Sync:

Owner only Only the owner of the synced contact can view or edit the details of the synced contacts.

Owner's role Only Pipedrive users in the same role as the owner of the synced contact can view or edit the details of those synced contacts.

Owner's role, and roles below Users in the same role as the owner and users in the roles below the owner's role can view or edit the details of the synced contacts.

Entire company Every user in the company Pipedrive account can view or edit the details of the synced contacts.

The following Contact Fields will be synced between your Contacts and your Contact Provider:

Name

Email addresses

Phone numbers

Address

Instant Messengers

Post Address

Organization/Company

Notes

Birthday/Date of birth

Job Title

Photo/Picture (only for one-way sync and as long as there is no picture already under the contact in Pipedrive)

Note: The Instant Messengers, Post Address, Notes, Birthday/Date of birth, and Job Title fields do not exist by default in Pipedrive, and are only created when you set up your Contact Sync.

Note: If your contact provider is Outlook.com, Microsoft Exchange, or Microsoft Office 365, notes will not sync over to your Pipedrive contacts.

Once you have set your configurations for your Contact Sync, simply click the Start Syncing button to finalize those details and begin the sync. Once a synced has been established, returning to the Tools and apps> Connections > will instead show you a dashboard of the information associated with your current sync, including total contacts in sync, and a tally of recent additions, updates, or deletions. If you feel that there are contacts that have not yet been synced, you may click the Refresh button. Clicking that button will immediately force a refresh of the Contact Sync, and update any sync information.

When using the Calendar Sync feature in Pipedrive, you may run into some technical issues. It's recommended that you ensure your Calendar Sync feature is active before following the steps outlined in this article.

Sections

1. If activities are not showing up...

2. If your Calendar Sync is only syncing one-way...

3. If activities are being duplicated...

If activities are not showing up...

Check for any filters. In the List View under your Activities tab, check to see if there are any filters applied. To clear out any existing filters, switch over to Owners > Everyone under the filters button in the top right corner. here To clear out any activity type filters, click on ALL in the top left corner.

Create a test activity in your third-party calendar provider and see if shows up in Pipedrive, and vice versa. Only new and updated activities will be synced over by the Calendar Sync feature, meaning any activities created before the sync has been initiated will not be synced over.

Check the settings of your Calendar Sync. To do this you can go to Settings > Personal > Calendar sync. It is recommended to confirm that the correct calendar, sync type, and synced activity types are selected so that the correct information is transferred over to and from your third-party calendar provider.

Clear the cache and cookies of your browser. To learn how to do this, click here.

Disconnect and reconnect your Calendar Sync. To do this, go to Tools and apps > Calendar Sync, and click on the Stop syncing button. When reconnecting, click on Add New Account rather than Reconnect.This will require you to re-enter the credentials of your account and therefore reauthenticate your connection. You will then be given the window to set up your calendar sync with your preferred settings.

If your Calendar Sync is only syncing one-way...

Check the settings of your Calendar Sync. To do this, go toTools and apps > Calendar Sync , and check the sync direction under Select sync type.

If activities are being duplicated...

If duplicates are being created for all activities synced over from your third-party calendar provider, disconnect your calendar sync by going toTools and apps > Calendar Sync,clicking on theStop syncbutton,and reach out to support by following the instructions here.

If you are still having issues with your calendar sync, reach out to Pipedrive support for further by following this link here. Any ongoing incidents will be posted on the Pipedrive status page, which you can find .

It is always important to be able to keep track of all of your upcoming tasks, whether business or personal. And having several different calendars runs the risk of double-booking or missing appointments, leaving you looking unprofessional or losing important deals. To prevent this, Pipedrive suggests syncing your Pipedrive account to your preferred calendar system like Outlook or Exchange to bring your worlds together using Pipedrive'sCalendar Sync.

Note:Each user's calendar sync will only sync activities owned by that user in Pipedrive. To enable the Calendar Sync, go to Tools and apps > Calendar Sync and click Add new account. From there, provide the email address of the calendar account you wish to sync, and that account's password credentials. When syncing your calendar and Pipedrive together, you can choose several options based on how you wish for Pipedrive and your calendar to interact, like which calendar you wish to sync (if you have several), and which type of sync you wish to initiate. here Two-way Sync When two-way sync is selected, activities created in Pipedrive will be synced over to the linked calendar. When events are created in that linked calendar, activities will be created in Pipedrive. Edits made to either of these items will update the linked Pipedrive activity or calendar event. One-way SyncWhen one-way sync is selected, activities created in Pipedrive will be synced over to the linked calendar. When events are created in that linked calendar, however, they will not create activities in Pipedrive. Any changes made in the linked calendar to any events created by activities in Pipedrive will still update that activity in Pipedrive. When choosing 'Save calendar events to Pipedrive as', this refers to the events in your synced calendar that come over to Pipedrive, and the activity type they will have in Pipedrive. This will only appear when the Two-way Sync option is selected as the sync type. They may be any of the default activity types call, meeting, task, deadline, email, lunch or any of the custom activity types created for the account. To learn more about activities and custom activity types, click . And when choosing 'Sync these Pipedrive activities to calendar', simply choose which of the Pipedrive activity types that you wish to be synced to your associated calendar. If you wish to keep any activities from being synced over to your calendar, we suggest unselecting the relevant activity types. Any changes made to these options like changing which Pipedrive activities are synced will be saved automatically in Pipedrive.

To get in touch with our support team, simply sign up (if you haven't already)or log in, click on the question mark in the top right corner, and click Talk to us! [email protected] Pipedrive's support team works around the clock. This way, you'll always be able to find answers to your important Pipedrive questions.

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Setting up a webhook in Pipedrive will allow you to getprogrammatical notifications about changes that happen to your Pipedrive data as they happen in real-time.

For example, you can set up a webhook that will trigger a notification to be pushed to the endpoint specified every time a deal has been updated in your Pipedrive account.When that push request notification is received on the other end, you can then create a custom action to occur automatically with that information such as sending out an email or creating a notification on a third-party app.

To set up webhooks in your Pipedrive account, go to Tools and apps > Webhooks.

List of Webhooks

You can look at our official Guide for Webhooks for more information on how to set up Webhooks in Pipedrive and our to see what webhook capabilities we offer.

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What are deals?

In Pipedrive, the ongoing transaction you are pursuing with a Person or Organization is tracked as a deal, which is processed through the stages of your pipeline until it is eitherWONorLOST.

To better understand how this relationship between your contacts and deals, we suggest reading about how Pipedrive data is organized, which can be found here.

When clicking on a deal, you will be taken to that deal's Detail View, which displays all of the relevant contact information, as well as all activities, emails, notes, and actions in regards to the deal.

Dealscan be associated with aPerson, an Organization, or both!

Dealstrack all events and movements that take place throughout your sales process.

Since aDealis connected to a contact, any actions you perform on theDealwill also be associated with thePerson/Organizationrelated to it.

Deals can be imported from a previous CRM, or imported from a CSV or XLS file.

The progress of the deals in your account is tracked as Reports in your account.

How do I add a deal?

There are many different ways to add deals into your Pipedrive account, based on your various needs.

From the Pipeline View, List View, or Forecast View of your Deals tab.This allows you to create one deal at a time, and note the specific information like Person contact, Deal Value, and Expected Close Date that should live in that deal.

From the Detail View of any Person or Organization contact.When in the Detail View of one of your contacts, you can choose to create a new deal with that contact easily, which will carry over that contact's information.

From within the Contacts Timeline of the Contacts tab.When viewing the timeline of activities for specific contacts in your Pipedrive account, you can choose to add a new deal for that contact, and hit the ground running.

From within an email in your Mail tab.When an email is not associated with a deal in your Pipedrive account, you can choose to associate it with an already-existing deal or create a new deal to connect to it.

Through the mapping of deal-type fields in the Import data process.Whenever deal-type fields are mapped, deals are created for their associated contacts. To learn more about the import process, click .

You can show the deals belonging to a deactivated user by applying a filter on the List View of your Deals tab to return the deals owned by that user. Bulk Edit The filter above is the best solution to the issue. There should be one filter condition for each of the active users in the company Pipedrive account, to find deals not owned by each user. By the process of elimination, the results displayed in the List View will be the deals owned by any deactivated user in the account.Once those filter results are displayed, you may use the function to reassign the ownership of those deals to an active user in your Pipedrive account.

In the Detail View of the deal in question, hover your mouse over the name of the person or the organization in the PERSON and ORGANIZATION sidebar sections, respectively and click the Rename button found there.Be aware that renaming the person or organization on this deal will rename the person or organization for every other deal they are connected to as well. If you wish to link the deal to a different contact, click here.

In the Detail View of the deal you wish to export to a spreadsheet, click the ... button and select the Export as XLS.The file will automatically download to your computer, for your convenience.

On the Detail View of the deal in question, click on the gear icon in the PERSON or ORGANIZATION sidebar section (depending on which you intend to change) and select the Switch to another option found there.Begin typing the name of the contact you wish to have linked to that deal, select that contact, and click Switch.If you wish to instead rename the person or organization that is linked to that deal, click here.

A deal in Pipedrive can only have one connected Person contact.If needed, other people can be linked to a deal as Participants. Participants can be added to a Deal from the Participants sidebar section of the Detail View.

Note: This action is only available to Admin Users.To restore a deleted deal, go into the Detail View of that deal.Once there, click the Reopen button found towards the upper right in the Detail View.This will adjust the status of this deal to Open once again, in the same stage it was in when marked as Deleted.

If you'd like to restore more than one deleted deal, we suggest filtering to find deleted deals in your Pipedrive account. When done, use the Bulk Edit to select all of the deals you would like to restore.In the Bulk Edit panel, find the Status field, select Replace existing value with... and then select Open. When finished, click the Update button to save these status changes.

Note: This action is only available to Admin Users.

To add contact fields into your Add Deal dialog, go to Settings > Customize fields inyour Pipedrive account, and click on the Choose fields button next to 'Display and capture additional contact fields in deal dialog'.

You can then drag and drop the additional fields from the 'Fields not shown' side over to the "Fields shown' side in the window that is prompted.

Once saved, these fields should now show up in the Add Deal dialog.

In the Detail View of a deal, you will notice a deal progress bar that demonstrates the current stage that deal is in in your pipeline.Along that pipeline, you will notice black arrows. Those arrows indicate that user's average pipeline progress for deals of the same age. So when you view a deal you own that is twenty days old, those arrows will show how far your deals in that pipeline typically have progressed in your pipeline by the time they are twenty days old.

To move a deal to another pipeline, simply go to the Pipeline View and drag the deal you want to move to another pipeline downwards. You should see an option called Different Pipeline.After you drop the deal into this box, a window will pop up, allowing you to choose the new pipeline and stage you want your deal to be moved to. here You can also move a deal to another Pipeline directly in the Detail View of the deal. If you click on the Pipeline/Stage name under the green bar, a box will pop up, giving you the option to choose the new pipeline and stage.If you want to move more than one deal at a time to a new pipeline and stage, you can make a bulk edit in the List View of the Deals tab. To learn more about how to make bulk edits in the List View, click .

You can edit a deals won time directly in the Detail View of that deal after clicking the pencil icon next to Won time under Details, providing the new information, and clicking Save.

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Another way to edit the deals Won Time is in the List View.To do this, you can go to the List View of your Deals tab and apply theWon timecolumn. To learn how to add columns to your List View, click.After you add the Won Time column, you can edit the date directly by clicking thepencilicon next to the Won time value, providing a new date, and clicking theSavebutton.

A deals creation date can be edited from the List View of the Deals tab. To do this, you can go to the List View of your Deals tab and apply the Deal createdcolumn. To learn how to add columns to your List View, click here.After you add the Deal created column, you can edit the date directly by clicking the pencil icon next to the deal created date, providing a new date, and clicking the Save button.

Note: This action is only available to Admin Users.

Sections:

1: How it works

2: Using the Import2 migration tool

3: Supported CRMs

4: Import2 informationand resources

How it works

here When moving to Pipedrive from another CRM solution, you will want to be able to carry over all of your previous information seamlessly. In Pipedrive, we have a third-party partner Import2 that will handle all of the heavy lifting for you. With a few clicks of the mouse, your data can be on its way over to Pipedrive, so you can work effectively.

Depending on the volume of data you are looking to bring over into Pipedrive, the amount of time until the migration is complete may vary.We suggest allowing twenty-four hours, and contacting Import2 if you run into any issues.

Note: Depending on your needs, you may wish to import a spreadsheet of your information instead. To learn how to do so, please click here.

Using the Import2 migration tool:

Go to Tools and apps > Import data > From another software

Find the name of your previous software, and click the Import button.

You will be redirected to an Import2 page, which will ask for the login credentials for your previous software.

Provide the login credentials for your previous software, and click Test connection to verify them for Import2.

Click Start Import to begin the import process.

An Import2 status page will appear, displaying the details and progress of your import.

Supported CRMs

You can currently migrate from any of the following software using Import2:

Base CRM

Batchbook

Capsule CRM

Close.io

Highrise

HubSpot

Infusionsoft

Insightly

Maximizer

MS Dynamics CRM

NetSuite CRM

Nimble

Nutshell

Onepage

Pipedrive (to import data from one Pipedrive company account into another company account)

Pipeline Deals

Pipeliner

Redtail CRM

Sage ACT!

Sale Logix

Salesforce

Solve

Sugar CRM

Zoho CRM

Copper

Import2 information and resources

In the event of any issues with the import process, we suggest utilizing the information resources below to work towards a solution.Any questions regard further specific information may be best answered directly by Import2.

Import2 has a maximum import size of 100,000 records. For information about what constitutes a 'record', please click here.

The Import2 import function is available to all company accounts of both paid and trial status.

Users may request (up to five) custom field mappings for free from Import2, but this can only be done after the initial import session has been resolved.

Import2 supports multiple import sessions per Pipedrive account.

For specific import customization questions, we suggest contacting Import2 for any specific details.

Import2 offers the ability to monitor the status of your import.

Import2 offers email support for any questions that arise during the import process.

Import2 has answers to some general and Pipedrive-specific import questions.

To schedule a call with one of Import2's data migration experts, click .

Separate databases, full encryptionEach companys data in Pipedrive is stored in a separate database. This avoids any risk of unwanted leaks into another companys database.The Pipedrive application employs only secure HTTPS connections, where all information is encrypted.

Daily backups, and backups of backupsWe store backups of your important data, so we can restore your information upon request. All backups of Pipedrive data no matter where you are are doing through Amazon Web Services. This means your data is safely stored in around the globe every day.To read more about our backup systems, click here.

World-class infrastructureEU-based customers are hosted in our Rackspace data center in Germany. The rest of our customers are hosted in our Rackspace data center in Chicago.Rackspace is a world-class hosting provider with SAS 70 type II compliance.

Perfect privacyYour sales data is important and should belong to you and you alone.No Pipedrive employee can see the specific content of your database without your permission.

Note:This action is only available to Admin Users.

The LeadBooster chatbot playbook is built around programming "cards" messages with questions and answers that appear to the visitors of your website, and providing certain answers that your visitors can choose. In choosing those answers, your website visitors will be qualifying themselves as being interested in your business or not. To qualify themselves, your customers should provide you with relevant information their name, email address, company name, phone number, etc. that would allow you to reach out to them and begin the necessary conversations to begin and close a deal. You can customize the behavior to best match the specific needs of your company.

Sections

1: Setting up your greeting message

2: Capturing information from visitors

3: Setting up your qualified lead or deal

To edit the behavior of any of your LeadBooster chatbot playbooks, go to the LeadBooster tab in your account, and select any of your existing playbooks. Once selected, go to the Playbook editorheader to begin your customization. Scheduler link

Setting up your greeting message

The first message you program in your playbook can be designated as a proactive message. Aproactive message is an automatic chat prompt seen by customers when they visit the website, and can be programmed to appear after a set amount of time, based on when you think a customer may be interested in hearing from you. If your first message is not set as being a proactive message, your website visitors will need to click on the chatbot icon in order to begin interacting with your chatbot playbook.

Capturing information from visitors

After setting up your greeting message, you will be able to set up the rest of your workbook with Message, Question, or Capture cards. How you structure the questions and responses is up to you, as you know the needs of your business better than anyone else.

Message cardSend a message to your visitors at any point in the LeadBooster flow.

Question card Ask your visitors a question to qualify or disqualify them. Depending on the visitor's answer, you can either continue to collect information or choose to disqualify them and end the chat.

Capture card Capture information from your visitors to populate your leads or deals. This can be a default Person, Organization, or Deal field as well as any text, large text, single option, multiple option, numerical, and address type, monetary type, and phone type custom fields.

Setting up your qualified lead or deal

When you reach a point where a visitor has qualified or disqualified themself, you can program more specific details about what to do with the information they have provided during the course of their chatbot playbook conversation. If the visitor is qualified, you can set up the following information for the created deal or lead.

Owner & VisibilityWhich Pipedrive user will be made the owner of the deal, contact, organization, or activity that is created when a visitor qualifies themself as an interested lead. You can also set which visibility group is able to view any information created from this chatbot playbook.

Save preferencesSave the qualified visitor information as a Deal or a Lead in your Pipedrive account, and add a prefix so you know which ones came from your LeadBooster chatbot. If you select deals, you will have to select the pipeline and stage it is entered in.

Activity Give the visitor access to your (general availability) so they can schedule a call or meeting andtalk about their interest in your company.

Closing message What would you like to say to your now-qualified visitor? Use this text box as a way to keep them excited and set their expectations now that they are interested in your company.

When you are satisfied with the programmed playbook behavior for your LeadBooster chatbot, click the Save button to finalize your changes.

Note:TheCaller feature can only be configured by admin users. TheCaller feature is one of the many features available on our Professional plan. To learn how to change plans, click here.

Sections

1: Company

2: Users

3: Personal

Getting your Pipedrive company set up with the Caller feature is quick and easy. To begin, navigate to Tools and apps> Calling. here.

Company

Companysettings allow you to manage your credit and govern company-widecallersettings.

Calling Credit

This section displays how much Caller credit your company currently holds.

Calls made from the Caller use this credit. How much credit is used per call varies, and is determined by the call duration and local calling rates.

Credit is added to your account on the following basis:

Professional plan subscribers receive $4.00 in credit per user, per month, as part of their subscription.Unused subscriber credit expires monthly.

Trial subscribers are able to use the Caller feature after purchasing a minimum $5 credit top-up. Trial users have a usage limit of $1 per user per hour.

Additional credit may be purchased in $5.00, $10.00, or $15.00 increments. Additionally purchased credit does not expire, and is retained until used.

Calling Outcomes

Labelling the outcome of your calls is a great way to get good and actionable data about your sales process. You can select a call outcome at the conclusion of your call, and these outcomes are saved along with the call as part of the logged activity.

You can use this section to create, rename or delete custom outcomes. You can also enable or disable any call outcome for your companys use.

To disable the use of a particular outcome, slide the toggle to the left of the outcome from green to grey. If disabled, a call outcome will be retained on existing calls, but won't appear as an option on new calls.

To add an outcome, click ADD CALL OUTCOME at the bottom of this section.

To rename a custom outcome, hover over the outcome, click the pencil icon, write the new name into the text box, and hit save.

To delete a custom outcome, hover over the outcome, and click delete.

Call Recording

Recording outgoing sales calls is a good way to ensure that you do not lose any important details, and help maintain call consistency and quality from your team.

These options allow you to:

Enable or disable call recording

Give users the option to pick which of their calls get recorded

Give users the option to download call recordings.

Any recorded calls can be played or downloaded from the detail view of the relevant deal or contact. Recorded calls are securely stored for two months.

Users

The Users section allows you to invite regular users to connect their phone numbers to use the Caller, view which users are connected to which numbers and restrict access to the feature.

Admin users will appear as admin in this section, and will always have Caller enabled by default. Regular users will have an Add button next to their name until you invite them to useCaller. Once invited, a user will appear as either Not connected or Connected.

To invite a regular user to connect their number, click Add.This sends your user an email prompting them to connect their number.

To view which numbers a user has connected, hover over their name and click thegearicon.

To revoke Caller access to a specific user, hovering over the users name, click on thegear icon > trashcan icon > Remove.

Personal

Regular users and admin users can use this section to adjust their personal calling method and connect or disconnect their phone number to Caller.

Default Calling Method

You can adjust the callto method Pipedrive uses when one clicks on a phone number in the web app. For companies using Caller, this defaults to Pipedrive CallingMethod. The syntax associated with Pipedrive Calling method iscaller:[number]?call. To learn more about Call Syntax, click

Connected Numbers

You can connect most mobile or landline phone numbers to Pipedrive on this page. Connecting your number to Pipedrive allows you to use the Caller, and is the number that the person you are calling will see on their caller ID. Any calls you make from a connected number will still come from Pipedrive, however, so you don't need to worry about incurring any costs from your phone provider.To connect your number, click connect to caller, select your country, enter your phone number, and click Receive a validation call.

The number you entered will then receive a validation call. Once you answer, your Pipedrive web app will display a validation code for you to enter via the dial pad on your phone.

Once you have entered the code onto your phone's dial pad successfully, your Pipedrive web app will display a success message indicating that you're ready to call from Pipedrive.