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Planning Meetings for different time zones
It would be a great feature for planning meetings to know the corresponding time to your time zone. I am using this website: https://www.timeanddate.com/ But there are calendars outside of Pipedrive which allow to plan the meeting in a time suitable to everyone:
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When creating a new task, it would be nice if it could be duplicated with the same info as the origi
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Email automations required for Pipedrive Campaigns to be useful
It's difficult to consider Campaigns a marketing tool without the ability to create email automations that enter contacts into a preprogrammed string of emails when they meet criteria. I can't switch until that functionality is added. Calling a single email scheduled for later a "campaign" is a stretch.
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Dealing with duplicate deals due to multiple demo / form-fill deals.
Hi all! We've been using PD for over 7 years now and the problem of duplicate deals has been ever growing. I wanted to understand how you are dealing with your demo / query deals. A bit of backstory on how we create deals at our organization. We work with broadly 2 types of deals. Different sales teams get in touch with…
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Suggestion : I'd like to suggest ability to create custom pipe source
Hi, We have a use case who is not possible with current pipe drive feature. If you know Jira the feature is the same than the ability to create a custom JQL request to have your own Kanban. Here in pipe drive the problem is this one. Every people aren't segmented on the same business but do not want to witch pipe. They…
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App panel objects limit
Hello, App panel is a great feature but it's limited to 10 objects. Is there any chance to increase that limit? It's useless for us with this limitation and it shouldn't be a performance or security problem to improve it.
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Merged: Track google ads conversion with webform
This discussion has been merged.
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Feature Request: Sign In as (Impersonate) User
Hi! It would be great if I can use my administrator credentials to sign in as any particular user in my org. This would allow for my IT team to troubleshoot and fix any issues with email sync, profile name, profile picture, email signatures, caller and more. We currently have to remote in interrupting our reps whenever any…
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Ability to add icalendar
Hi Pipedrive Team, It will be great if we had the ability to add an icalendar to our emailing, so the receiver can save the event directely to his agenda. Thanks.
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Google Drive Shared Drive/Team Drive Integration
I am wondering if Pipedrive supports Google Drive integration for Shared Drives. Currently, it seems that I am only able to upload files that exist only in "My Drive" in our Company Google Drive instance. Our organization keeps all deal-relevant files on shared Drives and therefore the google drive integration is useless.…
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Subscription/Payment schedule interval
It would be great if there's were one more option for interval in Subscription/Payment schedule feature: DAY. For some cases that's mandatory to split costs over days.
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I would love if we can organize / reorder our Lead Labels (just like we can with our Contact Labels)
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Make contact notes searchable so that you can filter for contacts that have or have not a note attac
I mean the notes that are added like activities. Currently you cannot filter for those.
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Default People/Org/Contacts view to "Activities"
I'm actually looking to set the default View to "Activities" because we don't use Notes and rarely go to Pipedrive to look for emails, but because it seems to dynamically pull in emails each time you open one of these screens, the details take 3-5 seconds to pull up, which is annoying. I'm usually looking for the notes I…
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Organization/person/Deal default View is WRONG
Hi guys, Recently me and my team have noted that when pulling up a PD deal, organization or person to work on, the view automatically defaults to the "activities" Tab which does not automatically view notes, emails, and files previously added. Can we revert that update to whenever a deal or person is clicked the view is…
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Filtering by column headings - like in a spreadsheet
I find the person/organization filtering a little cumbersome, with all the additional clicking steps you have to do. A much simpler/more efficient system would be to have a dropdown at the head of each column where you can apply your filtering criteria - like in a standard spreadsheet filter. I'd love to see this…
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Option to remove the counter reset when changing the owner
For my business, that counter with no interaction is really important, and every time we change the owner that counter resets :( I think that an option "not reset counter" could be very useful. Is that possible?
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Modifying People -block in Organization view
Is it possible to modify the people-sidebar block in the organization view to include some key details from the person (e.g. label, phone number, job title, etc.)?
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Collect Customer Feedback via Email/Chat function in Pipedrive
We are interested in collecting feedback from our customers after sending out specific emails as well as in the chat bot. I saw Pipedrive support has this feature in the chat once the conversation is complete.
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Pipedrive is missing the ability to set multiple targets per user or team e.g. baseline vs stretch
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Goals - Track changing goals throughout the year
With the old Reports feature, we were able to set rising goals towards the end of the year. Ex: 50 for Jan - Sep, then 70 for Oct - Dec. With the new Insights feature, that possibility seems gone. There's only one spot where you can define a recurring goal now. It now seems I have to create a custom report for every…
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Historique Campaigns
Bonjour, La nouvelle configuration de l'historique fait perdre beaucoup de temps et n'apporte rien. On ne visualise pas les données d'ouverture, de clicks (...) sur l'ensemble des campagnes mais on doit cliquer dans chaque campagne une à une. Je pense que ça serait pertinent de revenir à une vue globale de l'historique.
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Using smart contact data for better workflows and efficiency.
Smart contact data seems very disconnected!. It would be great if there is an option to use the smart contact data that we get from an email or website. a few use cases are- * Create an organization from smart data captured using a person's email address * Use this data to update standard and custom fields on person and…
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Subscription Forecasting
Hello, is it possible to assign customers as subscription based identifying how much and how often they pay? This would help in understanding revenue forecast, order management and advanced customer engagement increase retention
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Making Pipedrive Better (Introduce Products as mandatory)
Why don't the Pipedrive ADD a functionality that we could put as mandatory an action to add products every time we create a new deal. This way we could have better insights and we would never forget to add whata product we are negotiating.
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Multi-select emails for linking mail to Deals/Leads
It's really annoying that in the Pipedrive Mail Inbox that we can't select multiple emails to link them to a Deal all at once. i.e. we get 100's of new emails, most that aren't linked to a Deal automatically, our assistant goes through and links the emails to the appropriate deal, or adjusts incorrect links that happened…
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Custom Filter Logic Would Be Really Nice
Would love it if I could do custom filter logic... right now I have two different criteria groups... one with AND logic inside the group... and one with OR logic inside the group... between the groups is AND logic So it is... (A and B) and (C or D) It would be really nice if I could change the logic inside the groups and…
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Map View Options
Hi Guys, I'm new to Pipedrive. So far I love just about everything seen. There is one thing I would like to see added. Map View Options. A way to color code the pins. So you know which ones are contacts, clients, leads, and so on. It would also be nice to color code them by visit length. Just as the last time they were…
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Pin this email to top of deal = same as pin this note function
I really like the "pin this note" function under deal = to remain on top at first sight! Would love to have the same for emails too. Quite often I experience that during the initial stage of a deal that valuable insights/scope/briefing etc. of a project are shared during enquiry stage and I would be great to have that on…
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Workflow page
Please can you remove the load more function, when i need to edit multiple workflows i have to load them every time and i forget where i am