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Workflow automation grouping
We have several pipelines and we use a lot of workflow automations. Managing workflows is quite heavy now when all the workflows are in one list in random order. I'd like to see some kind of grouping for the workflows e.g. all workflows that are related to Pipeline 1 are in one folder, Pipeline 2 in one folder and so on.
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Leads: visible in contacts?
Ok, I found out how to copy a contact to the leads section? There you can label them differently and so on. That works well. What I cannot figure out, is how I can see in my contacts page whether a contact is a lead. If this is not possible, you have to keep clicking back and forth to check what the status of a contact is…
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Merged: Do you need sorting (A-Z; Z-A; newest; oldest, ...) or drag sort options of within individu…
This discussion has been merged.
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Allow blocking of addresses via the Inbox
Hello, when I block an address from my inbox I have to open a separate tab for for Setting, Email Sync to get to the blocked addresses. I would like the ability to block addresses from the Inbox to remove the number of steps required. Ideally, we would be able to have the ability to block not only the specific email…
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Filter by deals that contain subscription
Since the launch of the new subscriptions feature, it would be nice if there was an option when creating a filter to show deals with an active subscription e.g. Deal » Subscription » is » active.
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Creating a lead in PipeDrive from the external HelpDesk.
Hi all, maybe you have already encountered such a task. There is an integration with Zapier allowing the creation of a contact/lead in PipeDrive from all the tickets in FreshDesk, for example. This case doesn't work for us because we only need to create from some of the tickets, only the selected ones. The outbox solution…
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Filtering and Sorting Pipeline view
I would find the ability to filter and sort the Pipeline view extremely helpful. In other words, would like the filtering and sorting ability for the List view to be enabled for the Pipeline view. I suspect I am not the only one that would love such features...
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Different Types of Custom Fields
I'd like to have different types of custom fields in addition to text, numeric and date. I'd like to see radio buttons and drop-down menus added to custom field types.
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multi user licence
For small companies having multiple users is very expensive, specially if you need Pro functionalities. having a "bundle" with 1x Pro user and 2x or 3x Advanced or Essential would be great in the present setup if I need 3 different users including one Pro means that I will pay 1800 usb/year although 2 of the users only…
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Please let us set time/date within PipeDrive for accurate reporting
I'm not able to see accurate data in pipedrive due to the fact that I'm in a different timezone to the majority of my team. I'm in NZ meaning many of the deals that come in in the last 12h of the month, are not showing up in the previous month for me, but the current month. Meaning all the numbers are not accurate. How can…
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Merged: Add the Mention feature to Activity Notes
This discussion has been merged.
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Smart Docs e-signatures - a link requesting a signature
We love Smart Docs e-signatures, and we have a suggestion. It'd be very useful if the view-only link for proposals could be either modified or augmented with an option to send just that link to trigger a signature. Proposify offers this feature and it's something our reps use all the time to reduce friction in the signing…
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Include a new condition in automation workflow : if "label" is empty
Automation workflow does not allow to select "if contact label is empty" as a condition. We can only select "if label became, if label is, if label changed"
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Organization cards/pipeline
My suggestion would be to be able to create a pipeline showing organizations as a card similar to a deal to get a good overview of current customers. The application could be for example a Customer success board or a sales overview board, making the clutter minimal as well as showing an overview on the card with the amount…
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improve visibility groups functionality
Hello, This scenario is causing me issues with visibility groups, and it does not seem there is an easy solution to do it: some users, let's say group A, have to see all leads/deals/contacts some others users, group B, should only see their own leads/deals/contacts ownership of leads/deals/contact can change from someone…
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Pipedrive integration with Teamleader Focus
Hello, i am looking for a solution to integrate Teamleader Focus and Pipedrive. I know via Zapier, but I need a sync integration. Any recommendations or proposals. BTW: Hubspot has already an native integration with Teamleader Focus.
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Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
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Multiple People Assigned to a Deal
Many times I have more than one Point of Contact for a Deal. I have created custom Fields to add a second person to a Deal, however, I also have to create them as a Contact/Person to have their information so I am adding their information twice. Can we add a second Contact person to a Deal?
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Campaigns and Workflow Automation Compatibility
Hello! I am currently transitioning into Campaigns and wanted to raise this for discussion to see if it is either in the roadmap or can be added in the future. Right now, I am using Mailigen, which is being shut down in the next two months, so this is a rather time-sensitive concern. We are moving to Campaigns specifically…
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Sales Process: Linking Email 'Threads' to Deals - Pipedrive as a source of truth for email/Customer
Emails in Pipedrive is quite the hassle for us. * Smart Bcc / Automatic Linking Does not work if you have more than one deal for a Person - which we always do... * Using Email directly in Pipedrive is really lacking - We cannot expect our salespeople and other users to shift away from Gmail or Outlook. This presents a…
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Insights Reports
Is there a way to print a PDF of the reports for upcoming meetings? If not, please add soon.
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Merged: Do you need the ability to use G-Suite Email Aliases as your "From" Email?
This discussion has been merged.
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Email Linkage and Rotting
Hi, I would love to see the Rotting notification be updated by any outbound email sent that is linked to the opportunity. This workflow fix would help automatically update opps and keep them out of the rotting folder withou having to directly add a note or activity to the record.
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Multiparty opportunities
Hello gals and guys, I am curently building an opportunity with 2 other businesses. Sadly, I cannot link multiple organisations, contacts and prospects in one opportunity. Should you develop this option, please let me know. Keep up the good work !
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Full Month Calendar View in Activities
Really need this feature.
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Live chat attachments
Live chat would be a far better tool for managing customer enquiries if it were possible to add attachments/screen shots etc. The Pipedrive staff use an external live chat tool for support which accommodates this - perhaps because of this reason they don't feel their own product is fit for purpose?
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Linking a deal to a contact: Usability improvements
Current workflow in Pipedrive: Open a deal (which is linked to an organization) Open the linked organization in a new browser tab to view the names of the employees + memorize (or copy) the name of the relevant employee Go back to the browser tab with the deal Click "Link contact" Click into search field (because input…
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Add products to deal
As you are already aware this are needs a lot of work. You will notice this section is impossible to run reports of year end orders that might be placed, for example. You can see its impossible to run reports for yearly Urban Accessories,Urban Accessories-Frames,Urban Accessories-Tree Guards, Tree Grates, Madrax-Bike…
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Sync Google Tasks with Pipedrive
It would be handy if Pipedrive could integrate with Google Tasks. For example, in Google Docs there is the verification list that could assign one determined person, but it isn't sync in Pipedrive, only the events in Calendar.
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Historical Stage Reporting
Report that tells me how many deals I had in each stage on a day in the past. It is really easy to see how many deals you have in each stage today, but what if I wanted to know what that looked like a month ago? I've tried but does not seem possible to do.