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Tópico
Adicionar leads manualmente
Como importar leads de uma planilha
Chatbot
Formulários web
Prospector
Visitantes Web

Como adicionar leads à minha Caixa de Entrada

JT
Jenny Takahara, 5 de novembro de 2021

Para maximizar o potencial de prospecção de leads da sua empresa, você pode adicionar clientes potenciais a sua caixa de entrada Leads de várias maneiras. Os leads precisam estar sempre vinculados a uma pessoa ou organização no Pipedrive.


Adicionar leads manualmente

Para criar um lead para a sua caixa de entrada manualmente, acesse a aba Leads e clique em Adicionar lead.

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When adding a Lead through the Add Lead dialog, you will need to include at least two fields. The Lead's title (mandatory), and one of the following:

  • Nome da pessoa
  • Organização
Note: If you do not enter a value in the Lead title field, it will automatically be filled with the value of the other field you select.


Screen_Shot_2020-06-18_at_11.15.24_AM.png

Como importar leads de uma planilha

Leads can be imported in bulk from a spreadsheet with our importing functionality. To import Leads with a spreadsheet, go to Tools and apps > Import data > From a spreadsheet.

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When you arrive at the mapping step, you can select the Leads fields icon in the top right corner of your Pipedrive data fields section.
You can map the Pipedrive Leads fields to your spreadsheet columns accordingly to import your Leads into Pipedrive.

Screenshot_2020-09-11_at_14.59.41.png


Mandatory fields to import Leads

In order to import Leads successfully through the importing function, you will need to include the Lead Title, as well as the Person - name, or Organization - name field.

Screenshot_2020-09-14_at_11.31.46.png
  • Campo de título do lead
    titleleads.png
  • Nome da pessoa/organização
    Screenshot_2020-09-14_at_11.32.37.png

Chatbot

If you have the Leadbooster add-on enabled in your Pipedrive account, you can create a playbook that will create a Lead in your Leads inbox whenever a visitor goes through your Chatbot flow. To have your playbook create Leads rather than deals, select Leads under the Save location field when setting up your playbook.
Your Leads will now go straight to your Leads inbox.

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Formulários web

If you use our Web Forms feature to capture leads who visit your website, you can choose to add each web form submission as a Lead.

When setting up your Web Form, go to the Submit options tab > Saving preferences card. Here you can select to save your Web Form submissions as Leads and add a Lead title prefix so that you know which leads came from this Web Form.

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Prospector

Prospector is an outbound lead generation tool that will allow you to search for and gather high quality leads based on set criteria without leaving your Pipedrive account.

Once you sort through the leads Prospector has found for you, you can choose to add the ones that seem most relevant to your business to your Leads Inbox.

prospector.png


Visitantes Web

The Web Visitors feature will allow you to track visitor activity on your website to track and identify the companies who are most engaged with your website, and as a result, most likely to turn into customers.

When you decide that a Web visitor has the potential to be a sale, you can convert it to a lead, deal, or organization. To do this, you can select the visitor in your Web Visitors inbox and click on +Lead, + Deal, or + Organization under the Linked to visitor section.

webvisitor.png
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