Best Of
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Hide custom fields in Leads
Custom fields from Deals are also setup for Leads. Today if you have Professional license or higher you can hide custom fields for different deal pipelines. It should be possible to hide specific cus…5 -
Percentage % custom field
Be able to creat a custom field as percentage and not only value as today.5 -
Smart Doc/E-Signature to Trigger Automation
I'd like to be able to trigger an automation based on a completed e-signature in smart docs. Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedriv…31 -
Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the des…7 -
UTM Tags / Tracking For Campaigns
This is something that Pipedrive is really missing out on as Campaigns grows. I migrated from Mailchimp to Pipedrive Campaigns so everything was in one system. I'd really like Campaigns to have setti…5 -
Option to have notes automatically expanded
Hello, I am constantly looking at the notes and would like the option to have it expanded automatically instead of having to click on the notes every single time I go to a new deal or contact. This w…5 -
AI-first strategy for 2025 is not what I expected from Pipedrive
The announcement of the next webinar about 2025 strategy for Pipedrive (Reimagining your CRM experience with AI) is bad news to me. Am I alone to be concerned about an AI-first strategy? I don't acti…4 -
Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a f…59 -
Automatically make an email shared if linked to a lead or deal
Hi team I currently have my `default email sharing` configured to private, and then manually change any email linked to a lead or deal to `share within your company` Can you please add the ability to…5 -
Project Phase assignment via automation
I'm using projects and our team is loving it. One challenge we are facing is when we add tasks using automation, that we cannot assign the phase to the task and it gets added as unassigned. Is there …5
