-
Integration with DRIP
Hi Pipedrive, Do you plan to integrate with DRIP? Thank you
-
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?
-
Enable Google Photos
I would love the possibility to attach google photos to a project or a salesdeal.
-
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.
-
Air Table Integration
Hi Pipedrive, Do you plan to integrate with Air Table? Thank you
-
Expanded Timescale on Activities - Calendar View
Because Pipedrive allows for different Activities to be set in 10 & 15 minute intervals, it would be helpful for the VIEWing these Activities in the Calendar view, in an expanded view. Right now it looks like 30 minute view (2 for each hour) is shown and if you have more than 2 activities for that hour, they are condensed…
-
¿How to create budgets from smartdocs on a cell phone?
¿Does anyone know how to create budgets from smartdocs on a cell phone? Thanks a lot!
-
Playback Speed Options
It would be fantastic if you could alter the playback speed when listening to calls. x2 playback would allow me to listen back to BDE calls much more efficiently. changing an hour-long call to 30 minutes is really valuable time saved.
-
SmartDocs improvement
We've really benefited from the SmartDocs feature in Pipedrive but would love to see the ability to send documents that don't require a signature through the same process as a document that does require a signature. We currently send out client contracts requesting a signature, and this has been well-received by our…
-
SmartDocs Product Duration Field
For SmartDocs you can specify the duration and then if it's hours, days, weeks, months, and years. This is awesome, but one thing I've found that could be improved on is with the field you add for it to show up in the SmartDocs leaves out if the duration is for days, weeks, months, etc. The only current workaround I've…
-
Being able to see which projects are missing follow-ups
We have started using Projects, but we are doubtful about one thing: how can we easily keep up with projects where we haven't had any interaction with the client in the last X days. We are planning to create around 200-300 project. The new filter by owner is a big start in the follow up department. But now we are not sure…
-
Linking multiple deals to a task
Hello, We sometimes do training for multiple customers that are in a same group. To register the activity on each deals, today we can only manually copy the task from a deal to another. It would be great to be able to link several deals to one taks so the task shows on all the realted deals.
-
Auto country code / time zone identifier
It would be convenient if once a phone number is given by a client, the program identifies the country of origin of the phone number and the time zone it is found in.
-
Export Lead Data to CSV/Excel
We use the campaigns function a lot, but we need to be able to export the open's and click's data that is pulled from the campaign for our records. i.e. we get 400 opens on an e-shot - we need to be able to export the name, number of opens, and email address, and time of open. All the data that shows up in the list when…
-
Links with merge fields
In emails it can be useful to make links to websites or other apps. To make this even more useful it should be possible to integrate query parameters in the link (https://link.com?par1=|merge_field1|&par2=|merge_field| ) Can this be foreseen?
-
How do you color code different activities/events in the calendar? All my Google calendar items lose
-
Merged: PRIVATE EVENT OUTLOOK ~ PRIVATE EVENT PIPEDRIVE
This discussion has been merged.
-
Multiple Organizations per Deal and Automatically Add Organization Members to Deal
I want to request more flexibility in the data model with associations for Deal -> Organization -> Person. We often have situations where multiple organizations might be involved in a specific deal. We currently need to work around this with custom fields, but this limits our ability to use some of the deal tracking…
-
Adding Visibility Controls by Pipeline
Visibility groups are too difficult to use. Setting visibility on each item is not realistic, and becomes impossible to manage once you have 2+ people with limited visibility making changes. Plus it is tied to Pipedrive's more-expensive plans. It would be really great to have a feature that ties visibility to specific…
-
Push notification when email received
This would be great to use pipedrive mobile app! Only using email sync in pipedrive, When I received email into pipedrive email inbox Pipedrive mobile app send a push notification. Please check this feedback!
-
Merged: Add Visibility Group per pipeline
This discussion has been merged.
-
Merged: Visibility + Access to Pipelines
This discussion has been merged.
-
Ability to adjust Quick Action hotkeys
Currently it is not possible to adjust the hotkeys for Quick Action shortcuts. The shortcuts themselves are amazing, however the latest one is fairly annoying - that is Projects. The designated hotkey is "C", meaning any copy-paste using ctrl-C will result in the New Project window. If this key could be adjusted, that…
-
Merged: Mentions and Comments in leads
This discussion has been merged.
-
Merged: Tag / mention user in Leads and Activities
This discussion has been merged.
-
Set monthly goals
I'd like to be able to set monthly goals for the company for leads, demos, sales for a year without having to create a new goal for every month. So instead of recurring with an option for 1 number like 5,000 repeated every month, i could edit the goal for each month.
-
[Feature Request] An export option for the "Show nearby organizations within" function
Hi team, Our sales team would like to request an export option for the "Show nearby organizations" function within the address map for organisations. They are often driving from one town/city to another, and it would be helpful to see other organisations that are on the way to help them plan their journey and/or arrange…
-
Link to Deal's e-mail address
It should be nice when the link to deal's e-mail address is always on top. Actuall you've to scroll down, but depending on list of mails and rest of content of the deal, not fully to the bottom.
-
Directions button on activity and deal pages.
It would be nice if there was an easy way to open my preferred map app to give me directions to my organization on screens where an organization is linked, but I can’t click the organization address. For example, on the activity screen and the deal screen, I have an organization linked, but there’s no way for me to click…
-
Deal ID as a dedicated field
We work on a lot of assignments that are highly confidential, so many of our sales and commercial documents refer to the assignment by the Deal ID only. We currently manually enter this information by pulling it from the deal URL, but it would be great if this was an automatically populated and searchable field inside the…