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Workflow Automation | Create Activities when Product is added to a Deal
When a product is added to a deal currently there is no way to create an activity or do any automation. When products are added this can be a critical step and needs to allow automation of the workflow to happen. For example Product XX is added we need to create an activity for an employee. Product YY is added then an…
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Merge multiple organisations and contacts
I have multiple profiles on my company's system, these duplicates aren't picked up due to different variations of the names and missing information. When I need to merge I can only do 2 contacts at a time. It would be more ideal to be able to select a range of contacts and merge all to a single profile. for example if…
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Address Field NEEDS Zip Code!
I've been using PIpedrive for 10+ years, and the address validation that occurs during entry is great -- except it doesn't display the zipcode unless you start to type it. The funny thing is the Zip Code is decoded and stored the the deals table custom field, available via the API. I need it to display in the field for…
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Dropbox Integration
A native integration with Dropbox would be extremely helpful. I feel like Dropbox is the most widely used cloud storage among companies and would benefit a large number of your customers. Please consider this!
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Live Chat - Built in Profanity Filter
Hi PipeDrive! My company recently started using the Live Chat feature on some of our website pages. What I would like to see from PipeDrive (& what I know other live chat providers offer), would be a built in profanity filter that did not allow the chatter to submit rude or derogatory words towards staff. Cheers, Greg.
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Email Sequencing after sending a quotation
I am looking for suggestions on the best integration I should use for email sequencing. Customers reach out to us for quotations, and after we send out our initial emails, I want to put them into an email automation campaign that drips emails from the salesperson's personal email until they reply. I've looked at a couple…
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Phone number input validation
When a Contact is created in Pipedrive our sales people are allowed to enter anything. This includes literally just a string of characters. "Pipedrive UK Ltd" obviously isn't a valid phone number but it's perfectly possible in Pipedrive. What i would like is that at the very least the phone number field is limited to…
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Having Contacts (Organisations & People) available as entities in Insights
Is there any proposed implementation to be able to report on contacts in future? I'd like to be able to reflect my database in Insights and segment by labels/custom fields/size etc rather than just focussing on leads/deals. This would help reflect opportunities to focus on and present that to members of my team. Eg, I have…
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Criar links públicos para compartilha com pessoas fora do pipe.
Será muito importante a adição dessa funcionalidade, pois dessa maneira, é possível compartilhar informações de vendas com a equipe de pós venda por exemplo. Temos isso atualmente no nosso sistema voltado para a pré-vendas, assim os vendedores efetuam a leitura das informações preenchidas antes da reunião. Ponto muito…
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Keep only email sent from within Pipedrive
With email synch between Pipedrive and my Gmail account turned on, Pipedrive saves a copy of every email sent and received via Gmail even though I have only the "Important" label checked. It would be nice to be able to ONLY send email from Pipedrive but not receive everything. I can add email to Pipedrive via your bcc:…
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Horizontal Scroll bars should be included on all pages
At the moment there is no horizontal (bottom of the page) scroll bar on the individual contacts, organisation, deals and insights pages. This means that if you have a large screen & split it into two you can't see all the information. You have to keep maximising and minimising the page. It would be helpful to have the…
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Go directly to pipedrive from activities in calender
Hey everyone, Wouldnt it be great to be able to click on an activity generated in your google (or other synced) agenda from pipedrive and go directly to pipedrive and to the lead or deal in question? just thinking that would be nice ;) , what do you think? Thanks, Darin
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Automation based on whether an activity is overdue
I'm trying to set up an automation workflow that will trigger when an activity is overdue by 1 week. Is that possible without paying a 3rd party such as Zapier? Are there already workarounds in place? Specifically, we'd like to delete or "mark as done" activities that are more than 1 week overdue, but there are lots of…
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Left Navigation: add words instead of / in addition to the icons
I know you can hover to get a description, but it slows down one's work, especially new users. Being able to replace the icons with words (e.g. "Contacts") will help adoption by users in the company. One major reason we selected Pipedrive was its ease of use, so that everyone in the company would use it. Having words…
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Calendar invites: ability to accept or decline
ALSO with the calendar invites with Zoom it USED to use the gmail method where I could ACCEPT or DECLINE a meeting and then it would add it to calendar. NOW IT DOES NOT do that. so ALL invitees show pending as there is no way to accept a meeting invite. this is a BIG problem
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Automation hook to create follow up task to non-responded email
It would be great if it was possible to create an automation (or use any other feature) such that when I send an email through Pipedrive, if the contact doesn't respond within X days, it will create an open activity that will prompt me to follow up with the non-responsive prospect Or thinking more expansively, a way to…
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Campaign Reviews
I understand the importance of campaign reviews but am disappointed to learn I am unable to ask for a review of a draft campaign. I am told by Pipedrive help desk that every time we add users and go to send a campaign this may (or definitely will, I'm not sure) trigger a review of up to 24 hours. I would like to be able to…
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External calendars
Hi there, I would really appreciate a simple feature to subscribe to multiple external calendars. It would be so good to see my private calendar and being able to plan around this. I think the integration is not that difficult, since it's just a subscription.
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add a deal probability in list view
it would be very useful to change a deal probability in list view (it is possible to add or change the "Value" of that same deal) thanks !
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Multi-threaded sales
The ability to track how many participants/contacts are added to an account or deal or track if multiple people are being emailed. Insights on the above would help sales manager
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Instead of a blank sheet, New activities could be a duplicate of the last DONE activity, with a spec
Probably 80% of our activities is some sort of followup with a prospect to get more clarity on the scope of what they want, their timeline and budget. Often, we have to follow up with them over the course of several months before we close. In this particular context, it would be such a big help for our productivity, if the…
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Deal LabelS
It would be awesome to be able to add MULTIPLE labels to a deal like you can to a lead. That way we don't have to have a million custom fields.
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Can you add 'Contact' insights
I'd like to be able to create insights around how many new contacts were added to Pipedrive, to help bring our marketing initiatives in sync with Pipedrive. We'd like to move everything over from HubSpot to Pipedrive, but this missing reporting functionality is quite important for us. And while you're at it, having this on…
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Custom Field: Attachment
What are thoughts around having a custom field being able to contain an uploaded file? Rather than just having a section in the timeline we can refer to, there would be a dedicated section for a specific document. Could also be useful in various cases, eg for deals to progress through a specific stage the field cannot be…
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Automatização apartir de um data
O Pipe poderia criar atividades apartir de uma data incluida em campos especificos. Ex: preciso que seja contato 56 dias partir desta data, então se nesse campo estiver a data 04/08/2022 ele contaria esses 56 dias e daria a data automatica 29/09/2022 na nova atividade. isso automatizaria para o que utilizamos o Pipe, pois…
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Adding a checklist within a stage / or sub-pipeline
Hi there, would that be possible to somehow insert a checklist within a stage on a pipeline? Or a creating a sub-pipeline? So we know that once all the things from the list are done, we can move to the next stage. Or even after the steps are done the deal moves automatically to the next stage. For now I created…
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Tip for improvement: ToDo Checklist for every Deal stage in pipeline
For som stages of pipeline I need to attach some kind of ToDo Checklist to remember, what need to be done in this stage. ToDo Checklist should be pre-configured as a template for every stage in pipeline configuration. Checklist should be pinned as a note in Deal.
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Checklist integration
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
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Customize Pipeline View with more information
Would LOVE to be able to add photos to a deal, organize manually or by expected close date (or custom field), and display close date (or custom field). I'd really like to be able to glance at my pipeline and see when all the next closings (or custom field) dates are.
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Required fields not working using the App
The fields that are setup as REQUIRED, are not working using Pipedrive app. It doesn't make any sense to have required fields if than this functionality is not working