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A way to completely turn off the follower feature
Every time a deal is reassigned to a new user the old user stays as a follower. To put this simply, we want all deals private to only the owner. With the follower feature... that is not possible. We also have the permission "See all items of other users they are following" toggled off, but that doesn't help. Users can…
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Hiding Financial Details
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
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Notes Feature for Custom Fields
Hi When speaking to clients I will make notes when then are collated in the notes tab, under the deal, person or organisation. I would like to have the option for five more of those that have my own name for example “Weekly Meeting” using the custom field large text and I can then see them all in a tab, just as we do…
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Conditional Formatting
Hi I would love the ability to format a card, contact or organisation with a colour ideally a bar on the left side, with a symbol in the card or the whole card and any combination, so that when viewing rather than filters I can see when it has certain attributes. For example if I have VIP contacts that have a deal, rather…
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View Documents in Mobile App
We heavily depend on the information inside the documents in every deal. Is there any possibility of having that feature possible with the mobile app to view the documents?
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View deal owner in pipeline view without adding filter
We would like to see whom the deal owner is in the pipeline view without changing the owner filter. We can then see at a glance who is working on each deal. We have a temp workaround by uploading a colour to our profile photos which then is displayed on the pipeline cards. A better solution would be appreciated!
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Email url
We'd like prospects and customers to be able to access past newsletters on our website. To do this I need a link to the newsletter, therefore it must exist as a web page, like when we view & share a preview of the email.
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Automatically add "+1" in front of all numbers in pipedrive
It is annoying to have to type in "+1" every time my reps use Caller. This should be something that Pipedrive can do automatically. Also, when I type it in the dialer, it doesn't save the change to the number in the organization or the person phone field. Seems like a great fix that will help the Caller user experience…
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Leads should be able to convert to contacts and organizations apart from converting to deals because
Leads should be able to convert to contacts and organizations apart from converting to deals because, very often, leads will be influencers and conduits and will be decisive in bringing more deals
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Needs Native Birthday or Date Reminder
The system needs a native and easy to use birthday or date reminder tool. Sales management is as much about relationships of which a happy birthday goes a long way. Also sales isn't only new sales but upsell opportunity and a b-day is an annual key touchpoint. We are inputting b-days into the system however we dont have a…
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Compress the area between fields so more info is visible on the page
It would be great if Pipedrive could reduce the amount of space between each field in the individual People and Organization pages so more data is visible on the screen without having to scroll down. There is a lot of empty space to the left and right as well.
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Onedrive new document title
Hi , if I create new document from the template and set some custom document title than this title is not saved. Document is saved with the default generated title. If I open same document again and rename it, than it works. I am using Firefox 89.0.2 Regards Lukas
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Web Visitors Automation
Hi folks. We're adopting Web Visitors module to help us identify external visitors to our domain. We miss the export option of the feature and the automation option to execute any kind of trigger. Using you API, we can't access to this feature. Is still not documented in your API? Thanks in advance. JC
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jamboard integration
It would be nice to have an integration, since it is an app that we use to coordinate as a team
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Suggest people to be added to a New Deal
When you create a new deal from the organization, the new deal form should suggest adding people already connected to that organization. Instead, I have to type their name in. If I forget their last name, I either have to cancel the new deal to check or scroll through tons of options before I find the person for that…
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Schedule reports to automatically send to users
We'd like the ability to schedule specific reports from Insights to go to specific users at different intervals. This would allow us to have the reports in our inbox rather than have to log in to obtain any info. Thanks for your consideration.
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Viewing data (Team) in filtered lists // Visualización de datos (Equipo) en listados filtrados
When you apply a filter in list mode you can select the fields you want to display in the list. The display of the data referring to the team (TEAM) for, for example, the filters in DEALS cannot be activated. In addition, Team cannot be used as a condition for filtering, only specific users (owner). Wouldn't it be nice to…
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No notification/update sent to guest after adjusting meeting
We schedule meetings with clients however sometimes the meeting takes more time than originally was expected. We'd love to use the statistics to see how long everyone is doing a certain task/meeting etc. Therefore, after a meeting, we would like to adjust the time which was actually spent on a meeting in order to create a…
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Track Revenue from Pipedrive Leads that came in through AdWords or Facebook campaigns.
Currently if someone clicks to our website (go.ourwebsite.com) from our AdWords campaign, and then goes to ourwebsite.com/article and then ourwebsite.com/reviews and then ourwebsite.com/contact-us and fills out the Pipedrive Web Form...there's no way to know if a lead came in through our AdWords campaign so therefore we…
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Note Formatting - keep tabs/enters when not editing
Currently if I tab/enter to create additional lines of text, when I save, it brings everything into one line and is very hard to read unless you open/edit the Note. Would prefer the formatting stays in the collapsed view
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SMS Automation Request - Workflow Automation
Hi Pipedrive Dev Team, There is high demand for SMS automation, after a deal progresses. Currently a new activity can be created, however WorkFlow Automation does not allow for the activity notes to be Populated. Use case: Many customers wish for a templated SMS to be sent after a deal progresses in status. EG. a deal with…
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3rd Party apps integration on the mobile app
I use a lot my iPad and it would be great to integrate zoom or other videoconferencing app with Pipedrive the same way it is on the browser on PC version
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Color coding of Activities on calendar based on Activity Type
Please add color to Activity Type setup and then use this color to display activities on the calendar. This is a big problem for us in trying to make the PipeDrive calendar useful. In addition, the activity sync to external calendar needs to pass along this information. Outlook for example uses categories to color code…
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Merged: Different "Details" information according to pipeline
This discussion has been merged.
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Pipedrive Caller: Feedback on usage, Insights, Reporting
The support staff in the team are calling customers on behalf of the deal owners using Pipedrive Caller. The call log says who called the customer, but the activity is still assigned to the person who the outstanding was assigned to. There is no option to edit this call log and assign it to the person who made the call,…
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LinkedIn integration or interface
Hi, are there any plans to have an interface/ integration between LinkedIN / Linked In Sales Navigator and Pipedrive? This really is missing.
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LinkedIn feed into the PipeDrive Leads Inbox
Hi all, We are using LinkedIn integration. The problem is that now all visitors to our web site will be automatically turned to new deal (unless existing organization). Unfortunately most of these deals are junk. We have tried to adjust filters at LinkedIn side, but we cannot put them too tight. The best solution would be…
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HTML video in Campaigns
We would really like to be able to embed HTML video as we use a video sales tool called Hippo video. For Hippo video to work it must be via its own platform and not just uploaded as a you tube as we can do things like personalise the video for the recipient, track views and link follows etc. What I don't understand is…
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Revenue - to be able to create multiple subscriptions per Deal
We are in SaaS and we use Pipedrive to track our conversation with clients. We have been tracking monthly reoccurring revenue with Google Sheets and would want to track Revenue from each Deal. When Pipedrive introduced the new feature of Revenue we were thrilled but quickly found out it does not suit us. The thing is: one…
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Contacts Timeline
It would be a great feature in the "Contacts" app under "Contacts Timeline" if you could see future activities as well. Currently you can only see activities up until Today and look back 1, 3, 6, or 12 months. I would also like to look ahead 3 to 6 months so I can see what future activities I have planned to see if there…