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Feature Request - Add Job Title next to People Names in Org View
we find that our accounts turn through people regularly and we often have 3 or 4 contacts at any given time that we're working with. This is tough when someone new takes over the account to figure out who to prioritize without digging into each person in the org. Our workaround has been to add a note to each person's name,…
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Alternatives to Pipedrive after new Insights?
Hi Everyone I am really frustrated with the new insights. And I tried, I really tried. If any one knows alternative CRM with similar Kanban+Reports, I would be more than thankful. Best Miguel
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Allow us to pass parameters to web forms and leadbooster
Hello This would allow us to associate data carried over from the person website visit to Pipedrive. Lets say I have a tool which tracks all user interactions on my website and stores it associated with an id - {trackedWebsiteVisitorId}. I have a call to action to convert which is a link to a pipedrive form. How can I…
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Custom Data Fields - segregated by Team
Our sales people sell different products, and we have them broken down into Teams in Pipedrive. The data set in Organizations that each team needs is different. It would be amazing if in the Data Fields section, we could add custom fields that apply to a Team instead of everyone.
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Referral Source/Person
We need a effcient way to pull up clients we have from a particular referral person. I have tried adding the referral person to the "particpant" section however this cause interferance with our rot dates. When contacting a lead, it clears the rot deal for ALL leads from that referral source.
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CHANGE_SOURCE for webhooks is API for bulk edits (should be APP)
Hi, currently the CHANGE_SOURCE for webhooks returns "API" and not "APP" if an update by a user is done using a bulk edit (select muliple deals or persons and update a field value). Because the update is done NOT over API but by a user the CHANGE_SOURCE should be "APP". The current behavior causes unresovable issues using…
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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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Include Projects in reports / dashboards
Hi It would be really useful to display dashboards for our projects now we have launched this for our project management. Even just a view of the project board would be great.
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Viewing "Person" Email Threads and notes in Deal section
Instead of having to switch views to access some background on the client, would be great once a person is linked to a deal to have the same view, or even a toggle option to view the history from the associated person(s).
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Improvements needed on Workflow Automations for Projects
I would like to automate an email to send to a custom field 'Person' on a Project when a Project is updated. But it appears that you cannot choose a custom field 'Person' as an email recipient. However, you do seem to be able to do this when updating a 'Deal'. Projects currently seems quite limited on functionality vs Deals
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Automatically notify the team about received emails
Hello there, [Feature Request], [Email Notification] People following a deal, a contact, or a company should be able to receive email notifications when an email is received by one of the teammates. At the moment, received (and 'shared') emails are only attached to a deal/contact/company but the rest of the team is not…
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Sorting Deals in a Pipeline View - Making this happens 🚀
Hi folks 👋 I know there are a lot of Pipedrive addicts waiting for this feature so I’m trying a new post for this miracle… manual deals sorting in a pipeline stage! Indeed, I saw a lot of messages in this forum asking about this feature and I agree with you guys: it will be a fantastic (and basic) feature for Pipedrive and…
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Adding More than 1 Label Per contact/deal
Hi there can we add a feature where we can add additional labels per contact? Right now I am only able to add 1 label and it would be nice to add additional labels as well.
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Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
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Multiple labels
Would be awesome to be able to add multiple labels to one offer, it would simplify my understanding of one offer in one quick view
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Images in Campaigns
I'm noticing that adding a row of images into a Campaign is a little clunky. I would expect the images I pull in to evenly fill the frame shown in the template, but instead the images are pulled in as their original, varying sizes (horizontal images maintain horizontal dimensions, vertical maintain vertical dimensions).…
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Merged: Make Synced Calendar Events PRIVATE
This discussion has been merged.
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Today Option
I would love it there was a 'Today" option for when updating contacts. It would make it much easier and my staff would use it more.
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Filtering by column in Tabular view
Currently, the Pipedrive tabular view UI only allows sorting alphabetically. I would absolutely love if I could bring up my deals page in the tabular view and filter the results. The only way to filter currently is to create a custom one each time - which is time consuming. If Pipedrive would change this UI to an excel…
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Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
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Leads for Mobile App
Howdy Everyone. I would like to suggest adding the leads function to the mobile app version of Pipedrive. To me the, leads function is quite handy but it would be super helpful if I was able to capture new leads in the field, where most of my leads are generated. I am sure this added feature will benefit many small…
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Allow Users to Export Insight Data for Leads
I am frustrated that you can not export insight data for leads into CSV or Excel format. Lead insights should have an export button on the data table similar to deal insights. Any work arounds would be appreciated!
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Files and Images in deals with thumbnail view option
I think it would be great to be able to switch between list and thumbnails views for the files and images attached to a deal . When there are several pictures attached to a deal for example, you have to open them one by one to find the right one you need...
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New Feature for Smartdocs | Prenstations
Dear pipedrive team, unfortunately, with Onedrive it is only possible to edit documents. The web version of Word is unfortunately very poor, so designs using images are very limited. Presentations and spreadsheets can be used as templates via GoogleDrive. Microsoft offers the possibility with PowerPoint, but unfortunately…
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Projects - Phases - automatically Highlighting phases that have been completed
when you add phases and tasks to each phase to a project - when you complete that section phase of tasks - it does not automatically move the project to the next section in the phases ? it also looks like the phases can only moved Manually from one phase to another in a liner way - but some phases might get completed…
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Google Drive integration
I am using Google Drive. Each folder has its own subfolders and inside there are files. I would like to link whole folder using "Files" in Pipedrive. I have attached image how it looks in Trello that I have used before. I can select first folder and it shows me subfolder and files inside of Google Drive selected folder.…
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Sidebar Creation
Hi is there any plans in the pipeline to be able to allow admins to create sidebars? It would be really helpful to have these to sort out various and manage the associated fields
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Anrufe in Abwesenheit als Aktivität erfassen
Guten Tag, ich wurde vom Pipedrive-Support hingewiesen, meinen Vorschlag am besten auch hier mit der Community zu teilen. Es geht um Verpasste Anrufe. Ich hätte gern die Möglichkeit eingebunden, die Anrufe welche nicht entgegengenommen wurden via Pipedrive-App (in meinem Beispiel Android) als Aktivität zu erfassen.…
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Automation linked to opened mails and clicked links
Automation linked to opened mails and clicked links
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Export list of the type of activities you have oustanding/ upcoming?
Would be excellent if there a way to export a list of my current deals with the type of next activity? (email, call, task etc) You can export of a list with the next activity date but not the next activity type.