Knowledge Base

Smart contact data

Breandan Flood, June 13, 2022
Note: The Smart Contact Data feature is one of the useful features of Pipedrive’s Advanced, Professional, and Enterprise plans. Learn how to switch plans in this article.

Using Smart Contact Data, you no longer need to manually search Google for important and helpful information – Smart Contact Data finds publicly-available information associated with a customer's email address or email domain and drops it right at your fingertips.

This gives you an edge when communicating with your contacts and, most importantly, gives you more time to focus on closing that deal.

To enable the Smart Contact Data feature, go to Tools and apps > Smart Contact Data in your Pipedrive account and turn the feature on.

Note: The enabling of this feature is only available to admin users.

Once enabled, opening the detail view of a person or organization in your Pipedrive account will also display a Smart Contact Data info section.

To check for the information associated with a person’s work email address or an organization’s email domain, click the "Smart Data Search" button. Once Pipedrive has pulled together all of that information, it will be displayed in that Smart Contact Data info section.

If you feel that the information is out-of-date, double-check the email address associated with a contact and click the “Refresh data” button to look for the most updated information.

Note: If you are retrieving Smart Contact Data for your organization, it will take the domain of the first person added to that organization.

Note: To provide you with the best experience and avoid having the data traffic of your account cluttered, every user in the account will be able to retrieve Smart Contact Data information up to 200 times every 8 hours. For trial users, it will be possible to retrieve Smart Contact Data information up to 20 times every 8 hours.

Smart Contact Data and the GDPR

Smart Contact Data is opt-in and Pipedrive in no way automatically stores or uses the data beyond what is necessary for performance purposes. Therefore, in terms of the GDPR, Pipedrive is the data processor and thus the user (that’s you!) is the data controller responsible for how the data is used and stored. As the data controller, when it comes to the GDPR you must make sure that you are compliant with the GDPR and other data storage regulations.

Was this article helpful?



Related articles

Got any questions?

Contact us