Search leads
Pipedrive Search Leads is an AI-powered tool designed to help sales teams quickly locate and filter leads by name, email, and other key attributes within the Pipedrive CRM platform. It streamlines lead management by providing precise search results, enhancing sales productivity and targeting.
Features
- Search leads by name or email with high accuracy and speed.
- Supports exact match or broad term searches for flexible querying.
- Filters leads by Person ID or Organization ID to narrow down results.
- Allows search across multiple fields including custom fields, notes, and titles.
- Option to include optional fields such as lead visibility status for comprehensive insights.
Benefits
- Save time by quickly locating specific leads in a large database.
- Improve sales targeting by filtering leads based on detailed criteria.
- Enhance CRM data utilization with customizable search parameters.
- Boost productivity with fast and reliable lead searches.
- Gain richer lead information with inclusion of optional data fields.
Description
Search for leads by name or email. See the documentation
IMPORTANT: The arguments have specific formats. Please follow the instructions below:
- fields: Return JSON in this format: string[]
Parameters
6 parameters
| Name | Type | Description |
|---|---|---|
| termrequired | string | The search term to look for. Minimum 2 characters (or 1 if using exact_match). |
| exactMatch | boolean | When enabled, only full exact matches against the given term are returned. It is not case sensitive. |
| fields | string[] | An array containing fields to perform the search from. Defaults to all of them. |
| personId | integer | Will filter leads by the provided Person ID |
| organizationId | integer | Will filter leads by the provided Organization ID |
| includeFields | enum | Supports including optional fields in the results which are not provided by default. |
