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πŸ“‹ Create Pipedrive filters based on engagement and scores

Updated over a week ago

As Outfunnel syncs data to CRMs as an activity you can easily create a filter in Pipedrive on the specific activity types. This filter would then serve as a call or check list for hot leads that the sales rep can check periodically.

How to setup an activity based call list

For example, you could create a filter of all the contacts that visited your website in the last week or who clicked on a specific campaign. Based on your sales processes you could then follow-up with them or add them to an automation campaign.

This approach is also a great way to find leads who have been dormant for a long time but have now shown engagement.

Step by step guide

  1. In Pipedrive, create a new filter under the Activities menu


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  2. Choose the Activity Type you want to filter by, for example: Newsletter clicked
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  3. Specify the time frame on the right hand side
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  4. Save it as a filter

πŸ’‘ The same filter can also be set up under Persons which allows you to see one row item per person but you'd have to open the person to see details about the specific activity

How to setup a lead score based call list

If you are using Outfunnel's lead scoring feature you can see a score in your CRM which can be used to create a filter of hot leads.

You could even combine this with other data. For example, if their lead source contains CPC or if they've visited a specific URL on your website.

Step by step guide

  1. Create a new filter under the Contacts menu
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  2. Specify condition: Person > lead score > is not empty
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  3. Save it as a filter

πŸ’‘ Add the lead score column to your view so you can sort based on the highest lead scores

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