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Bulk Origin corrections

Fix the Origin on many Pipedrive deals from a sheet of email addresses and the Origin each should have. Every email is matched to its person and deals first, and you see exactly what would change before anything is written. Every change is logged with the value it replaced, so a run can be undone. ← MediaHawk Sync

Good to know: the weekly and quarterly reports read Origin live from Pipedrive, so past periods will restate once deals are corrected. The MediaHawk sync suggests an Origin from each deal's calls (often PPC when the calls show paid search) — if a corrected deal is ticked there later, that suggestion overwrites the correction, so leave corrected deals unticked on the MediaHawk page (only Protected Origins are safe from it). Google Ads conversion uploads do not use Origin.

1The sheet

Copy the columns from Excel and paste them here, or choose a CSV. A first row with Email and Origin headings is best (other columns are ignored). Add a Deal ID column to pin a row to one particular deal.

2Check against Pipedrive (dry run — nothing is changed)

Finds each email's person and deals and the Origin each deal has now. One deal per person is ticked for you; where a person has several deals, none are ticked — tick the ones to change. Deals on a protected Origin (Existing Client) are never ticked for you.

EmailDealOrigin nowNew OriginNote

3Update Pipedrive

Each ticked deal is read again just before it is written: if its Origin has changed since the check, it is skipped. After the write the deal is read back to confirm it took.

Can't find someone? Look them up

Looks up one email (and, if you have it, the Deal ID from the deal's Pipedrive address) step by step, the way the portal sees Pipedrive — through the API token of one Pipedrive user, whose visibility settings decide what it can see. Nothing is changed.

Past runs

Every run's changes, with the Origin each deal had before. Undo puts the old Origin back on every deal that still has the one this tool gave it.

RunWhenBySheetUpdatedSkippedFailedUndone

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