Overview

Pipedrive is known for its intuitive interface and powerful CRM capabilities — but like any tool, users often run into common “how-to” and “fix” questions. This article covers high-volume support topics that users frequently search for, along with step-by-step solutions.

These guides are SEO-friendly and optimized to help users find quick answers and improve their experience with Pipedrive.

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🔍 1. How to Export Deals, Contacts, and Data from Pipedrive

Why People Search:

• Moving to another CRM
• Backing up data
• Running custom reports

Steps:

1. Go to Tools and apps > Export data
2. Choose the data type (Deals, Contacts, Organizations, etc.)
3. Click Export as CSV
4. Download the file from the pop-up or email link

📌 Tip: Use filters to export only relevant segments.

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🔍 2. How to Fix Email Sync Issues in Pipedrive

Common Issues:

• Email not sending
• Sync disconnects
• Sent messages not appearing

Solutions:

• Go to Personal Preferences > Email Sync
• Click Reconnect under your connected email account
• Make sure your email provider (e.g., Gmail, Outlook) allows 3rd-party access
• Clear browser cache or try using Pipedrive in incognito mode

📌 Tip: Switch to OAuth authentication instead of IMAP/SMTP for more reliability.

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🔍 3. How to Recover Deleted Deals or Contacts

Reality Check:

Pipedrive does not have a native recycle bin, so deletion is permanent.

What You Can Do:

• Check if the deal was archived instead of deleted
• Contact Pipedrive Support immediately if the deletion was recent — they may recover it within a short window
• Regularly export backups of key data

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🔍 4. How to Add Custom Fields in Pipedrive

Steps:

1. Go to Settings > Data fields
2. Choose the object type: Deals, People, Organizations
3. Click + Add custom field
4. Select field type (text, dropdown, date, etc.)
5. Save and apply to relevant pipelines or stages

📌 Tip: Use dropdowns or single-option selects for better reporting and filtering.

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🔍 5. How to Merge Duplicate Contacts or Organizations

Steps:

1. Go to the Contacts tab
2. Use the Merge Duplicates tool in the top-right menu
3. Select duplicates based on name/email match
4. Confirm and merge

📌 Tip: Turn on contact deduplication settings in the background to avoid future duplicates.

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🔍 6. How to Set Up Workflow Automation in Pipedrive

Popular Automation Examples:

• Auto-assign new leads
• Send follow-up emails after a deal stage change
• Create tasks when a deal is marked won

Steps:

1. Go to Tools & apps > Workflow Automation
2. Click + New workflow
3. Choose a trigger (e.g., “When a deal is created”)
4. Add actions (send email, create activity, move stage)
5. Name and activate the workflow

📌 Tip: Test automations with your own deals before deploying across the team.

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🔍 7. How to Fix Pipedrive Mobile App Sync or Login Issues

Troubleshooting:

• Restart the mobile app
• Ensure your app is up-to-date via the App Store or Google Play
• Clear app cache from device settings
• Reinstall the app if sync continues to fail

📌 Tip: Use mobile data instead of Wi-Fi to rule out network issues.

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🔍 8. How to Change Pipeline Stages or Create a New Pipeline

Create a Pipeline:

1. Go to Pipeline view
2. Click the dropdown at the top > Add new pipeline
3. Name it and add custom stages
4. Apply visibility settings

Edit Stages:

1. Hover over a stage name
2. Click the pencil icon to rename, delete, or move stages

📌 Tip: Use separate pipelines for different sales processes (e.g., onboarding, upselling, renewals).

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🧠 Pro SEO Tips for Knowledge Base Teams

• Use long-tail keywords like “how to fix Pipedrive email sync” or “how to merge contacts in Pipedrive”
• Include FAQ sections on high-traffic pages
• Use structured headings (H2/H3) to help search engines crawl better
• Add internal links to related KB articles

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✅ Summary Table of Popular Search Queries

Query	Article Section
How to export data from Pipedrive	Section 1
Pipedrive email sync not working	Section 2
Recover deleted Pipedrive deals	Section 3
Add custom fields in Pipedrive	Section 4
Merge duplicate contacts	Section 5
Automate follow-up emails	Section 6
Pipedrive mobile app not syncing	Section 7
Create sales pipelines	Section 8