Create Filters in Zoho & Pipedrive for Smarter Segmentation

If you're using Zoho CRM or Pipedrive, you already know how powerful these tools can be for managing customer relationships. But are you using filters to their full potential?

Creating filters in your CRM helps you slice through your contact data, zero in on the right audience, and improve your sales and marketing efforts. In this guide, we’ll show you how to create filters in both Zoho CRM and Pipedrive, and why it’s essential for better targeting and higher conversions.

💡 Why Filters Matter in CRM

• Target specific leads or contacts quickly.
• Send more personalized messages.
• Analyze performance by segment.
• Automate follow-ups based on status or activity.

Whether you're preparing a WhatsApp Campaign using HelloSend or planning your next sales call, filters help you act faster and smarter.

🛍 How to Create Filters in Zoho CRM

✅ Step 1: Choose Your Module
Go to the module where your data lives — for example: Leads, Contacts, Deals.

✅ Step 2: Click on ‘Create View’
At the top-left of the module list, click the "Create View" button (or use an existing custom view).

✅ Step 3: Define Your Filter Conditions
Choose fields and values to narrow down your list. For example:

• Lead Status = Interested
• Created Time = Last 30 Days
• City = Chennai
• Last Activity = Is Empty

You can combine conditions using AND / OR logic for advanced filtering.

✅ Step 4: Save and Reuse
Name your filter (e.g., “New Leads This Month”) and decide if it should be visible only to you or shared with the team.

🛍 How to Create Filters in Pipedrive

✅ Step 1: Go to the List View
Navigate to the Deals, Contacts, or Leads tab and switch to List View.

✅ Step 2: Click on “Add Filter”
Use the filter bar at the top, then click on “+ Add New Filter.”

✅ Step 3: Set Filter Conditions
Pick your fields and values. Examples:

• Deal Stage = Proposal Sent
• Owner = [Your Name]
• Last Activity = More than 14 days ago
• Custom Field = Specific Tag

Pipedrive allows grouping by users, activities, and even revenue.

✅ Step 4: Save and Share
Once your conditions are set, name your filter and save it. You can mark it as a team filter so others can use it too.

🔄 Using Filters with HelloSend for WhatsApp/SMS Campaigns

• Send targeted WhatsApp campaigns to filtered lists
• Create follow-up sequences based on last contact or deal stage
• Avoid sending to inactive or duplicate contacts

👌 Better filters = Better conversions.

💡 Examples of Smart Filters to Use:

Filter Goal	Zoho CRM Example	Pipedrive Example