Contacts are the People or Organizations you're selling to using Pipedrive. In Pipedrive — and most things related to sales — you need a contact before you can do much else. All actions associated with these Contacts in Pipedrive will be automatically track in the contact's specific Detail View page.
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.
Organizations act as larger collections of data in Pipedrive. All of the People related to an Organization will be listed in it's Detail View, as well as any Notes or Activities performed in relation to any People/Deals related to the Organization.
Note: If you need additional fields to in your account — like job titles and mailing addresses — we suggest creating custom fields for that purpose.
How to add contacts
People and Organizations can be added into your Pipedrive account in several ways:
Google Contacts sync
Your Pipedrive contacts can also be synced to a group in your connected Google Contacts account. Any updates to information in Pipedrive will be reflected in Google Contacts, and any updates made in Google Contacts will also be reflected back in Pipedrive.
To learn more how to enable your Google Contacts sync, click here.
Admin Users in the Pipedrive company account can also import a spreadsheet of contacts, bringing your existing contact list with you into Pipedrive.
To learn more about how to do so, we suggest starting here.
Your Pipedrive contacts can be categorized using the Contact Labels feature, to provide context as to what kind of customer they are to your company.
To learn more about Contact Labels in Pipedrive, click here.