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Filtering
Hi, Would it be possible for Pipedrive developers to work on filtering options in organization list view? It would be nice to have same quick filtering possibility like you would have in excel - a small arrow and a possibility to quickly check/uncheck specific values. Now it´s a bit of a hustle as you have to create and…
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Pipedrive needs to improve the ability to sort and filter contacts/leads
I can't be the only one that has contacts with a lot of different data points. I don't mind using the create a filter function to narrow people down using certain criteria like; Location or emails sent/received in the last month. However, having to repeatedly go into the filter to narrow down or change the search is…
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Zendesk Integration - Call recordings
Dear Community, We are writing you regarding the Pipedrive and Zendesk Integration, As you know, the Zendesk Suite provides a lot of features Including Ticketing Systems, Call Center Capabilities etc... As it stands, the Pipedrive and Zendesk Integration is only linked to the Ticketing System portion of Zendesk, which…
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Setting an alternate reply to address for emails sent from Pipedrive
Use case is: * customer receives an email created in Pipedrive and sent with Gmail synch * the 'reply to' address is set to a different address than the email sender address (the address that is synched with Pipedrive) * this will enable all replies to be sent to one address that is delivered direct to a Sales Team in…
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Google form html integration
Hi there, It would be great to be able to integrate a Google Form html directly into an email campaign in 'Campaigns'. Cheers
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Exporting customer lifetime value
Hi there, I've love to be able to create a filter showing the lifetime value of contacts/organisations. What I'd like to do is show this value (highlighted) in a list view and be able to export to Excel. However, when I try and add it as a column, I can pull 'Won Deals' which is a count of the total deals that are won, but…
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Synchronize recurring calendar events and block them in the activity list / scheduler!
Right now if you have a recurring calendar event it will only block the first event but not the following recurring events which leads to overbooking existing meetings with the pipedrive scheduler and also missing activities as the recurring events do not show up anymore in the activity list. Please add this feature!
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Pipedrive Invoices and Quickbooks Discounts
Basically the QuickBooks invoice feature is useless to us since we use discounts on a line item basis inside a deal which is allowed .... However when you create an invoice there is no indication of this discount on the line item of the invoice, and so it's impossible to use this feature. Quickbooks does not allow per line…
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Filter for participants in a current deal
Hello, I would find it coherent to add a filter to show all my current deals since a certain date as well as the people who are "participants" in these deals?
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adding a removal of data option to the predefined actions in the workflow automations
Would love to have the option to remove data from a 'dates' field and leave blank as part of a workflow automation action to 'update deal field'. The predefined options only have selections to change the date or alter the data. Add in some more generic and basic options that are usable on any type of data field.
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Pipedrive Mail client: HTML mail editor misses HTML tag
It looks like the mail client in Pipedrive sends out HTML formatted mails where the HTML tags are missing. Most mail client still interpret the received email correctly but it's detrimental to the deliverability. And that's crucial in sales! I guess this is rather a bug report than a feature request and should be a quick…
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Add User export to CSV
We need a functionality to export the user information that you find in "Manage Users" to a CSV file
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Edit Person Preview
I'd like to be able to edit the fields shown the in the person preview box. Ex. Add Title to the preview box
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Emailing marketing workflow
Can we have the ability to create a marketing workflow following an emailing opening ? In other words : we send an emailing from Campaign, when a contact opened this emailing or clicked on a specific link, we can send to him a specific emailing Thanks. Amina
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Can't add custom fields into Insights report view
I've just started using 'Insights' instead of reports, and weekly I look at the number of new deals in our pipelines. I have used the "Deals Started" view, but cant seem to add any custom fields to the report preview or the report pop-up. I need the ability to view a custom field called 'Lead Source' so i can see where all…
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Uploading photos from iPhone
While uploading files from iPhone, Pipdrive reduces file size and quality. For us it is very important that we have original files under the project!
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Subscription values as a Data Field
Hey! I was wondering if it was possible to add a data field to the deal view for subscriptions?
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Synch only specific contacts/organizations to your external provider
Currently the contact sync is rather meant for the contacts on your external provider's side to be synced to Pipedrive. You can only choose the label of which contacts will be brought over to Pipedrive on your external provider's side unless you do not want to sync all your contacts. As we are getting lots of SPAM and FAKE…
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Setting up Goals for Deal progressed
Hi, Today it is very ease to setup Deal progressed goals if the goal is the same every month. That is usually not the case because of industry buying cycles. To setup monthly variations pf Deal progressed goals take a lot of time for each phase of the sales process. One suggestion is to change the setup similar to Revenue…
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Deepdive/granularity on calendar time view
Whats app, guys! I would like you to help me with this because it is very difficult for me to use our Pipedrive. The kind of visualization we have today is very bad for seeing these small tasks smaller than 30 minutes (5, 10 or 15 minutes, especially the 5 minute ones). In the next picture, "schedule an activity", it is…
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Merged: Unique User Permissions for Pipelines
This discussion has been merged.
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Unidades de medida en campos.
Sería ideal contar con una opción de "unidad de medida" en los campos por ejemplo: Área total: 120.00 "m2" -- ayudaría mucho para organizar la información en el CRM
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Favorites Buttons
I would love for there to be 2-4 favorite buttons that we can choose what it links to inside pipedrive. Using the space up by the search bar could easily fit these icons. These could be quick links to certain contact lists, or filtered pipelines that we always use and toggle between. Save a lot of time having to make 2-3…
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Emailing Multiple Deals
Hi! Has there been any development in allowing emails to be sent to multiple deals? Currently, when adding multiple deal-specific addresses in an email, the email is being linked to only one deal. We have many clients with a number of deals being processed in tandem and a lot of correspondence that is sent may apply to 2…
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keep visibility group for deactivated users
If you are deactivating a user and have a setting for his deals like "Owner's visibility group" his teammembers in the same visibilitiy group can not see his deals anymore. In many cases somebody has to take over urgently and a sales director doesn't want to distribute the deals manually. Technically, deactivated user…
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Integration with DRIP
Hi Pipedrive, Do you plan to integrate with DRIP? Thank you
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Would You like an activity to be able to attach a file/document?
Would You like an activity to be able to attach a file/document?
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Enable Google Photos
I would love the possibility to attach google photos to a project or a salesdeal.
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Include the source as a condition of automation workflow
Hello, it would be great to add a new condition for workflow automation triggers. We would like to create two different scenarios according to the source of the contact / lead : either it has been created manually, or it has been created from an API.
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Air Table Integration
Hi Pipedrive, Do you plan to integrate with Air Table? Thank you