Hello Pipedrive Team, I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL. This feature would be…
Hi - I'm setting up a bunch of automations to create specific new activities once a user completes an activity. (example - once you send a LinkedIn invitation, the next step of sending an InMail 2 days later is auto created, general stuff like that). The problem is that PD automatically pops up a new blank activity as soon…
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them! There should be an "Everyone" option here: I see this closely related to this Idea:…
Hi @Janis Rozenblats, Another feedback for you! Could the following "Content" properties be also available in "Settings" properties? * Text colour * Line height * Letter spacing * Block options It would help with the workflow - the ability to set up the design properties globally in "Settings", and then if need be, amend…
The limit for a wait for condition needs to be increased from 7 days. This is farrrrrr too low of a limit. Especially with no ability to detect if a timeout occurs in any type of split paths. This is just crazy. C'mon guys, I know you can do so much better than this! :)
I would like the Pipedrive team to introduce the capability to generate magic links that allow users to auto-login to their accounts. Utilizing the existing admin API, this feature would enable administrators to securely create and distribute magic links, streamlining the login process for users. This would enhance user…
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
Hi guys, Is there any easy way to get the customer lifetime value on PipeDrive? I want to see how much each client is paying per year. I know PipeDrive has subscription revenue now but that's for recurring projects. We mostly do one-off projects and I wanted to calculate what's the average clients are paying every year.…
when I'm emailing someone I can see if we have a linked deal or not. Currently that shows: Deal name Value Customer Name Pipeline stage I would love for this card to be customizable so that I could display other fields that are relevant to me.
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