🔍 Overview

Smart Contact Data is a feature in Pipedrive that provides valuable insights about your contacts — such as company information, job titles, social profiles, and more — without leaving your CRM. It helps salespeople qualify leads faster and personalize outreach more effectively.

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🎯 What is Smart Contact Data?

Smart Contact Data pulls publicly available online information about a contact or organization using their email address or domain. The data may include:

• Job title and company name
• Social media profiles (LinkedIn, Twitter, etc.)
• Company location and size
• Website and phone number

This allows you to:

• Enrich contact records with relevant data
• Save time on manual research
• Improve your outreach with personalized messages

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🛠️ Requirements

Requirement	Description
Plan	Available on Advanced, Professional, and Enterprise plans
Permissions	Users must have access to the Smart Contact Data feature
Data Source	Works best when contacts have a valid email domain

🚀 How to Use Smart Contact Data

Step 1: Open a Contact or Organization

• Navigate to Contacts > People or Organizations
• Click to open a specific contact or company profile

Step 2: Click “Smart Contact Data”

• On the right-hand panel, click the Smart Contact Data icon or section
• Pipedrive will automatically search for public information based on the contact’s email or domain

Step 3: Review the Data

Pipedrive may display:

• Social links (LinkedIn, Twitter, Facebook)
• Job title
• Website
• Company size and industry
• Headquarters location

Step 4: Add or Update Information

You can:

• Click to add selected data to the contact/organization profile
• Use it to update missing fields (job title, website, etc.)
• Link to social media profiles for easy research

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💡 Tips for Using Smart Contact Data Effectively

• Use this feature right after adding a new lead to quickly enrich their profile
• Combine with email templates to personalize your outreach based on title, industry, or company
• Save time by avoiding manual LinkedIn or Google searches
• Prioritize leads with verified data for faster follow-up

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🔐 Data Privacy & Compliance

• Smart Contact Data only pulls publicly available information
• Ensure your outreach complies with GDPR and email marketing regulations
• Do not misuse or sell enriched data without consent

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⚠️ Troubleshooting

Issue	Solution
No data found	Ensure contact has a valid email or domain
Data looks outdated	Update manually or verify from original sources
Smart Contact Data not visible	Check if your plan includes it; contact your admin

✅ Summary

Feature	Benefit
Smart Contact Data	Enriches leads with public info
Auto-updated profiles	Saves manual research time
Personalized outreach	Improves engagement and conversion