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Make Related person field data available in doc templates
Hi, I'm a mortgage broker and it's really frustrating that the related person's standard and custom fields are not available to use on the doc templates, just the person's. Many mortgages are joint applications which means I need to include both applicant's field data in the document. For example, if I'm doing a life…
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PD Forms & Google Analytics? GTM?
I have a PD form and chatbot embedded on my website, that once sent, generates a new deal in my pipeline. How do i track this in Google Analytics or Google Tag Manager?? Surely this feature is possible?? How on earth is everyone tracking ROI on Ad Spend???
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Custom Tables in Pipedrive?
We have several functions we do with Organizations that are not necessarily records that fit anywhere else. For example, using a third-party tool (Quickbase) we have built a custom workflow that lets us record our interaction with clients' social media accounts. Another keeps track of every time we have mentioned an…
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Activities - Selecting multiple activities using Shift button like in Gmail
In Gmail it is possible to select multiple emails by holding the Shift button. It would be great to be able to do the same in Pipedrive. Same for Mailbox.
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Personalization (insert a field) with Product Field in an email template
Hello ! Idea/product feedback = It would be very useful to insert a personalized field from Product table in an email template . Thanks !
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Email Management - If an email bounces it should get a label
This is request for the Person page (pipedrive.com/person) If an email bounces if should get a gray or pink red label. If an email doesn't bounce and goes through, it should get a green label, sort of like a Twitter Blue label, but maybe more simple.
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Automations - If the email is deleted, do not send the email
Sometimes automatically sent emails bounce because they're incorrectly typed or for other reasons. It would save us a lot of time if emails that are deleted or changed into a different email, would no longer be sent, i.e. the sequence (execution) would stop. Perhaps this is already possible? If yes, then how?
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Contacts Timeline should be able to notify you when you have someone you need to contact
The Contacts Timeline feature is great, but it would be a lot more useful if Pipedrive could notify you when a contact needs to be followed up with. For instance, this could be a weekly roundup type email that simply lists all the contacts that are currently red in the Contacts Timeline view. If anyone knows a workaround…
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Make a person be able to be linked to multiple companies!
I can't believe this option isn't possible! It's a given that many people are in multiple organisations. How is that option not existant in Pipedrive? Hubspot has it. It's a shame because overall I like pipedrive more. But if that isn't changed until I have to renew my license, I might seriously consider changing to…
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keep the name of the contact in a pinned note
When you pin a note at the organization level, the contact name from which you got the info shouldn't disappear. You need the info at the organization level, but you still need to know who said that.
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Do not exclude deals with a single payment date from forecast
It appears that deals which have a payment start date set, but no payment end date, are excluded from the forecast view. This can be confusing or frustrating if the user doesn't know why they are being excluded. Pipedrive will accept setting only a payment start date, which have often done and initially assumed was the…
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'' Maybe ''Person name'' is calling
as my sales position i make 60-80 calls everyday. i dont create a contact in pipedrive until we are further stage than cold calling. So if i for example type in the notes as i usually do '' Barack Obama mobile: +45 257500xxxxxxx'' and then he calls me back, and i answer the phone, and he says this is Barack, .. Normally i…
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Duplicate Contacts ~ Across System
Our business is a little unique ~ We have companies that the same person will actually work for (3) or (4) companies and he has the same email and contact information. What's a good solution for that situation?
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Feature request: support sharing contacts to Android app
I would like to share contacts (via VCF) to the Pipedrive app in order to add them as a contact in Pipedrive. Eg. a contact sends me a message on WhatsApp or Telegram. Then I have their contact info and name. Currently I have to manually re-type all that into Pipedrive. VCF share is the obvious time-saving solution,…
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Merged: Improve synchronization between the mailbox and Pipedrive
This discussion has been merged.
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Field mapping for Xero Integration
It would be great if you could build out the Xero integration some more. Creating contacts in Xero, from Pipedrive, is ok but very minimal - we would use this a lot more if we could map Person name, Account number, Phone, Address and some other custom fields, to populate in the Xero Contact. As it is now, every contact we…
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Automatic addition of date and time in the notes of the activities
Hello everyone, It would be very effective if I could add the date and time automatically to notes I add to a certain activity. At the moment I have to write it manually and it takes a lot of time. I directed the request to Jorge from the support team. Jorge handles my every request in an efficient and fast manner and he…
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Projects Improvement
The new Projects feature in Pipedrive is exciting. One suggestion is that when creating a task in a template you should be able to have the same options when you create a task in a project. Right now you cannot add a description among other items. Above: Creating a task in a template below creating a task in a project.
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Export Insights Reports to JPEG/PNG or Powerpoint
It would be nice to be able to export the insights reports to an image, whether that is jpeg/png or even to a PowerPoint slide. I understand that these can be re-created by downloading the data to a spreadsheet and rebuilding, but that is a hassle and extra time that could be saved. While the sharable links to insights are…
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Format Date
Hi all. If I am not wrong, the display of dates in french format is not supported on the leads dashboard : It works perfectly in the deals's one : Could you please have a look ? Many Thx
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Ppd Devs: Remove connections when an entry is removed
Hi guys! I hope this is the right channel to communicate this to Pipedrive developers: It would be more correct to clear the connections when an entry is removed. For example, I create an Activity and connect it to a Deal - if I delete the Deal, the activity will still be pointing to a non-existing entry in the Deals…
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Remove completed tasks from calendar
I organize my workflow by creating a tasks (e.g call Brian) with a specific date and time. I mark it as completed which is a very lovely feature. However, if I complete that task early it will still show up in my calendar and "blocks" that time slot. I don't want to delete it since I need the history. Any ideas?
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Show leads inbox on mobile app
I wish we could view/edit/add leads on the mobile app - it would make much sense for people on the go.
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Workflow Automation --> Remove Product from Deal
In case for return customers, I'm trying to have them thrown into a new sales funnel pipeline after their purchase. In this case, the deal would need to have the product removed so that they can start fresh, and a new product can be added when the time comes.
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Web Form dynamic field trees
request for more advanced web form configuration - instead of having multiple webforms with one or more different question fields it'd be very valuable to have the ability to configure fields that only show if certain answers to questions are selected
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Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC
Would it be possible to integrate Stripe to accept credit cards and begin billing from the final Request Signature page? How is everyone accepting payments after the client signs a proposal? I'm currently using betterproposals.io but I feel like this would be a great feature to have in Pipedrive to reduce buying friction.
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Enhanced conditions in automations
I should be able to add conditions from different data sets. So, if an org field equals this, and Deal field equals that, and contact field is another thing, do this. I want to be able to change a deal stage based on an org field or a contact field. Seems like a straightforward and sensible operation to enable. The issue…
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Module de Gestion contrat
Hello De nouvelles idées pour améliorer, une gestion unifiée à travers Pipedrive c'est un module de gestion contrat. Je précise qu'une affaire deviendrait un contrat après son closing. Son intérêt est d'avoir un pilotage des affaires qui durent sur le long terme et qui ne s'arrête pas seulement la simple transaction. Pour…
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Search product by addTime
It's not possible to search products on addTime criterion. It could be interesting to identify products.
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Web Form - Find Data
It would be great if you could allow for web forms to find existing data in the CRM. For example if a automated start chat appears with questions of I'm new here / I'm an existing customer and then if existing customer is chosen their contact details (Phone/Email) is used as a unique ID to search in Pipedrive and then link…