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Mobile app
We would like to be able to use other mails than Icloud and Gmail in the mobile app. Is there a workaround for this?
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Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
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Shared email addresses
There needs to be a feature where a user can have multiple simultaneous email address. These addresses should be able to be selected at the time of sending. The purpose would be to allow a user to have a private corporate email address and a corporate shared address (like Sales@company.com). Then an entire sales team could…
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Include custom field (a URL) as a hyperlink in an email template
Hi, we would like to include a custom field (a URL as text) as a hyperlink in an email template. Please add this feature asap. Would help us a lot :) As described here by @Nas https://community.pipedrive.com/discussion/10791/is-it-possible-to-include-a-field-in-a-hyperlink-in-an-email
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Suggestion: Checklist Feature for Deals
Hi All I'd love to suggest a Checklist feature for Deals. Similar to cards on Trello or Asana, I believe adding a customisable list of tick-off/strikethrough items to a deal, would allow us as users keep track of various administrative or key tasks that inevitably crop up when managing a deal through the pipeline. Eg. We…
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Folders for email templates
Suggest having a folder system for the email templates. For example: * I have 30-40 email templates * They deal with different types of scenarios in an ordered cadence * I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) * I have to scroll through a…
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Mention d'un utilisateur via les notes à partir d'un workflow
Bonjour, il serai tres apreciable d'avoir la possiblité de mentionner un utilisateur via les notes à partir d'un workflow. Sachant qu'il est possible de mentionner un utilisateur sur une fiche personne et qu'il est possible d'automatiser l'ajout d'une note via les workflow, comment mentionner un utilisateurs dans les notes…
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Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
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Improve visibility of filter titles
The box that shows the title of the current filter only shows about 25 characters. Many of my filters start with the same few words, so it's not immediately clear which one I'm viewing. It would be very helpful if the full title would become visible when the mouse pointer is hovered over the box, and/or the current filter…
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Add a leave (holiday) section for our staff so they aren't assigned activities during this time.
It would be nice to auto-assign activities to other members of our sales team when one of them is on leave. Maybe there could be a section in the auto-assignment where you can enter leave dates for your staff members so activities are scheduled around this. At the moment a call back to a lead could be up to 2 weeks late if…
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DARK MODE for Pipedrive?
I have a "crazy" idea: DARK MODE for Pipedrive??
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Scheduler activities - option to set default to 'Free' - to allow multiple booking
Our company carries out survey visits; clients can book an am or pm slot (between 1pm-5pm for example). However, Scheduler doesn't allow for multiple slots, so once the slot is taken, nobody else can book the same afternoon. It would be good to be able to set the scheduler appointments to Free or Busy, or have an option to…
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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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Automatically created folders in Google Drive for organisation for uploaded files
If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
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Uploaded files destination in Google drive
I use Pipedrive integration with Google Drive. Now all uploaded files for any deal are stored in one main folder regardless of deal or contact relation. This causes a chaos, when I work with file on local synced storage in my computer. Thousands files of different contacts and deals in one folder. this should have some…
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Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
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pipedrive add-ins for outlook
Hi, I'm using MS Oulook on MAC and Windows, using a pipedrive add-ins for outlook to right click on a email to create automatically a contact or deal in pipedrive would save me a lot of time Vincent
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Dependencies in custom fields
Different information is needed in different phases or different pipelines. If I have multiple business units or products, perhaps entirely different fields are of interest. However, the number of fields can become quite high. And therefore confusing. How practical would it be to display different fields depending on the…
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Custom fields for Projects - MISSING FEATURE
Hi, in the section „Where shown“, could you add similar options like for Deals? Especially the option to choose which Project Board it should be applied to? Having several project boards, each requiring multiple custom fields, makes it a bit messy when fields from all boards are shown in one project. Additonally, adding…
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Custom fields - ERROR - "Required" must be in "Add view"
Hi, when I check that some field is „Required“, eventhough it is required in the later stage of the sales process, it can`t be unchecked from the „Add view“. This makes the add view quiete messy with a long list of fields, which are not requiered at the moment of adding a new deal. Thanks for looking into it!
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Email templates (managing and building)
At the moment, the email templates are only accessible via the email composer. If we want to edit, or change any of the existing templates (as opposed to creating one) we are forced to compose and email, and access the templates menu, then opt to manage them. This highlights the very basic approach that has been taken to…
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ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
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Email template that use the Liquid Engine.
Hi there :) I really love Piepdrive, but the email templating is a bit weak. I really wish to have more flexibility and have fallback for custom fields if they are not set like in Close.com who uses the Liquid engine syntax : With those, maybe we can then hope to have email draft and / or direct sending via API... Have a…
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Organise email templates by category and subcategory
Hello, It would be very useful to organise the email templates by category and subcategory, or at least have the possibility to have folders
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Feature Request: Create Categories for Email Templates
Would be very helpful for my Sales and Customer Service team to have separate email templates that they can access, without going through dozens of different email templates. A category field would work. Thanks!
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Ability to Duplicate and edit Email Templates
This may have already been raised, but it would be a huge timesaver to be able to duplicate and edit email templates. At the moment you have to copy and paste text then manually recreate all the inserted fields.
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Duplicate email templates
I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
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Having pipelines in different currency
Sometimes there are products that are sold in different currency, and for that each time I add a new deal would be great to have the specific currency in that pipeline. At this moment you have to change manually each time the currency.
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Prefill Name and Email in Meeting Scheduler
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
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Folders for Email Templates
With my business, we utilize email templates for different stages of a sale and I think adding folders would be an easier way to organize the different templates, rather than just having them listed like it currently is. Does anyone know if it this possible to create folders for email templates?