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Pipedrive not working in Safari
Lately I've been having issues when using Pipedrive in Safari. Sometimes person or deal data doesn't load. Or notes and activities on the deal timeline don't load. So I have to reload the page or in some cases, clear my cache. When I bring this up with Pipedrive support they recommend using Chrome. But I would expect…
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Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
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Reporting on Payment Schedule
Dear PD, As a sales manager, I would like to see a further developed 'Revenue' / 'Payment Schedule', plus reporting. Suggestion for Payment schedule: * Copy the Total amount from the Deal Value (instead of manually filling it in) * Give the option to add % of the total amount per milestone (instead of now manually adding…
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Integrate shared mailboxes
we use in outlook generic mailboxes like marketing@... and support@... ala PD does not support shared mailboxes... yet. Unless we vote this to add to the roadmap. Imagine what this can do for you; a generic email address used for sending emailing and receiving requests
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Some features that would be nice...
Im coming from HubSpot which seems to have limitless posibilities (the more you pay of course), but in context of that, I have some feature requests I wanted to get off my chest... I just got Pipedrive for my company and am running into some limitaitons: * Automations - smart docs triggers and actions * Smart Docs -…
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Switch Email to Different Deal on Deal or Person Detail Page
Could you please add the ability to switch an email from one deal to another inside the Deal page or Person page? Ideally, the drop-down would say "Switch Deal" and I could search for or add a new deal from that option. Right now it's a 3 or 4 step process. Maybe even create an option that allows you to move many different…
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New Feature Request - Duplicate reports
Option to duplicate reports. For example: create a report for this month, but want to create for last month. If the option existed I can used my already created 'this month' report, duplicate, and change the date entering stage to last month, etc.
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using Google inbox to click to PD
wouldn't it be awesome to open your gmail reminder from PD and then enter the PD app for further actions within PD? Right now it is a hassle to leave Gmail to review the content contained in PD for that event.
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Double Emails Sent to Clients?
I have noticed that when someone books a meeting through Pipedrive Scheduler, they receive two emails. The first is a confirmation from Pipedrive scheduler, followed by the calendar invitation which has already been pre-accepted. This seems extremely repetitive for trying to appeal to prospective clients. Is there a way to…
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How to Change Pipedrive Meeting Titles
Hi there! I have noticed Pipedrive Scheduler Meetings always start with "Clients name/Company name - meeting name." Is there a way to change/customize this so that the client's name is not shown in the title?
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Change back keyboards shortcuts for Mail and Activities
Recently Pipedrive introduced Projects and Campaigns. As a new paid add-on, I imagine the team is making a great effort to give them visibility. Everything's fine until here. But in a tricky way, keyboard shortcuts were silently changed, misleading us to screens we did not intend to go to. Before Projects and Campaign were…
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Identify and hide duplicate emails in deals
I've recently noticed that there are instances where the same email is being duplicated several times in a single deal. This is either due to different team members linking the same email, or my own account tagging the deal in multiple ways (i.e. via smart bcc, email sync etc.). Is it not possible to identify where these…
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Change Currency in different stages of a pipeline
We want to have in each stage a different sum-currency (shown in the sum, directly under the name of the stage). Because in the first 5 stages of our pipeline the leads are qualified with another currency, than in the last 2 stages. We set the currencies in our account but unfortunately we can't change the currency in the…
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Activity view from notification area
the default view of activities from its dedicated menu is really great since it has all the tabs for activity, organization, person, and deal. But if we click on the same from the notification area, it only shows the activity and it's not quite easy to check the deal/person/organization attached to it. Showing all the…
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Sugestão: Classificação de atividades realizadas
Quando falamos de analisar a efetividade das atividades e mapear o esforço versus o resultado de uma métrica de acompanhamento, seria interessante termos a opção de classificar uma atividade ao marcá-la como concluída. Por exemplo, se tenho uma ligação marcada para meu lead, realizo a ligação e essa ligação gerou uma…
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Feature request - for single and multi select fields
See where it says "no matches found" it would be super convenient to add some functionality that enables us to "add new selection" without having to go deep into the preferences and settings. This is also one of many little features that most of your software competitors have had for a long time. I wish there would be more…
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Adding field to exporting results
I was interested in adding a filter when exporting Organization data. As certain organizations are linked together, it would be a good idea to be able incorporate the "Related Organizations" field along with the other related information that pertains to an organization.
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Insights: Performance graphs longer than 1 year
We are trying to create a performance graph that forecasts expected closes date all the way through December 2023. For some reason they stop being graphed after June 2023. In the deal lists below the graph, however it shows all of the deals even between June-December 2023. Why am I not seeing those deals on the graph as…
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Translation Mistake: Workflow Automation Condition for Text Field
Greetings, This is a follow-up on my previous report about Workflow Automation. There has been some updates on workflow automation, and we still have awkward translations. This is what we see in English version when we're working with a custom field with text type. This is Korean version of the same page. Out of the above…
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[Feature Request] An export option for the "Show nearby organizations within" function
Hi team, Our sales team would like to request an export option for the "Show nearby organizations" function within the address map for organisations. They are often driving from one town/city to another, and it would be helpful to see other organisations that are on the way to help them plan their journey and/or arrange…
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I suggest the possibility to add multiple tags in deals and contacts.
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Bulk add activities to deals
When I create a list of deals, I'd like to select all those deals and add activities to them in bulk. This prevents the need to click each one, one at a time, in order to create and schedule activities and assign them. HubSpot has this functionality, and also provides a way to "power dial" through each activity view.…
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Add Multiple phone number in leads view
Hi 👋, I hope this feature will be available soon because it's a need. Is it possible to have all the phone numbers and emails adresses on the lead view of my contact person linked ? Because actually we only have the first one as below : Thanks
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Cannot insert sender first name into email (templates)
We use templates with fields to prepare personalized (group) emails from our team to our contacts. In such templates, I'd like to insert a field for the senders' first name. Unfortunately, only the full name (as given in the personal preferences) is supported here. For emailing contacts we call by their first name, this…
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Payment methods - need alternative to credit card
We're encountering an annual problem paying our PD subscription because the only way to pay is via credit card. None of our company cards have a credit limit high enough and increasing our limit isn't really a viable option... Ideally we'd want an invoice to be sent so we could pay via BACS but for some reason this isn't…
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SMS Automation Request - Workflow Automation
Hi Pipedrive Dev Team, There is high demand for SMS automation, after a deal progresses. Currently a new activity can be created, however WorkFlow Automation does not allow for the activity notes to be Populated. Use case: Many customers wish for a templated SMS to be sent after a deal progresses in status. EG. a deal with…
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Bulk Emails
Hi, I'm wondering if you can add those functionnalities to the bulk emails side : * Use this fonctionnality into the leads section * Have the possibility to select which email we want to target (Home, Mobile, Work, Other) Thanks 🙌
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Workflows updates
Hi, It would be great to be able to have the "Filter" condition when the trigger is a lead in workflows. We already have it into the deals trigger but not leads. Thanks for the update
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Attaching a file into a form
Hi Pipedrive team, can we consider the ability to attach a file and send it through a Pipedrive form? For instance, a candidate can send us his/her resume through a Pipedrive form on our HR web page Thanks.
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Please create Group Email feature from Leads page, just like in Deals Page!
Please create Group Email feature from Leads page, just like in Deals Page! group email + lead conversion