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One API endpoint for Lead/Deal creation with Person + Organization
Hi, we're using Pipedrive API to create Leads and Deals. From our point of view is very difficult to create a Lead or Deal with all necessary information. Our case is to create a Lead/Deal with all necessary information about the Person or Organization. The proposal is to create only 1 endpoint that aggregates the setup of…
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Produkte als Bedingung in Workflows
Ich möchte gerne eine Automatisierung einrichten, die nur ausgelöst wird, wenn in einem Deal ein bestimmtes Produkt verkauft wurde, das unter Produkte hinterlegt ist. Danke schön!
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I would like a larger selection of Activity ICONS
The current choice of icons is limited. I'm having to use the same icon twice or opt for an icon which has little relevance to the activity.
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Notes from Org to Deal
There doesn't seem to be a way to duplicate all notes, emails, and activities from an organization when creating a deal. We have our SDRs scheduling meetings for our AEs, but when they set the meeting they create a deal. The AE then has to click back to the organization for all the information for the meeting.
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Deals correlated with products report
Hi All, I found that there is no way to see products list in deals list view, I can add number of products only. So I can't analyze convertion rates for deals with specific product or group of products, I don't know which products do I have in pipeline etc. I have to check one by one what is not an option when we have many…
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Can there please be a way to turn off the new chime/sound in the dialer?
The sound itself is loud and annoying. If I'm making 50-100 calls a day, that means I have to hear it 100-200 times a day. There really should be a way to turn it off or at least adjust the volume.
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Stop the nag banners and emails on custom fields
We're at the limit of custom fields on the account and receive notifications every other day about it. We're fine with the application the way it is and the constant red banner adds (saying we've exceeded the # of fields, which we haven't) on top of the reminder emails are really rude on a paid product. Rui @ Pipedrive…
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Customize "pipeline" view
Would be great if I could customize the pipeline view - I need to see who the owner of the deal is, without filtering. Would be really beneficial for managers of the tool
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Hi, I was wondering if this can be implemented in future : segmenting users by their first true ent
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More insight about webforms - where they fall off and what is the stats
The main problem. If we are doing changes to the webform, for example making it shorter with excluding a couple of questions to see if that will help to increase the rate of completed forms. Typeform has this functionality that it shows the stats of the questions, like where they fall off the form and that way if kinda…
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We need to be able to see the progress of Call Result:
The result of the calls I have already config
We need to be able to see the progress of Call Result: The result of the calls I have already configured, but now I want to know the result of the calls per salesperson, this function does not exist at this time and it would be an important report to measure the volume of calls made by each of our salespeople and the…
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Searchable Notes???
Is there a way to search inside notes fields? The main search bar does not seem to search within notes. How do you cope with that?
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Calendar sync with email providers that are not Google or Microsoft.
Hi, Are there any plans to sync with email and calendar providers that are not Google or Microsoft? Perhaps something via CalDav. We are currently using Protonmail. Thanks, Jenny
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Activities filtered by deal's Label
I would have liked to create a report on activities and filter it to deals with a certain label, but this is not possible. Why is not Insight's reports' filter as much powerful as the list view in the Activities?
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Smart docs add on pricing
Hi Pipedrive, In my PD if I click Documents NEW it says pricing starts from $32 a month per company. That's equivalent to about £24 a month in the UK. But when I click on the Explore Features button, the pricing is listed as £39 a month. Even though the £ is worth about 1.35 USD, UK customers are being charged about 60%…
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Customers Interests
Hey team, in sales we always trying to get to know our customers better, and a simple way to do this is to find out what their hobbies and/or interests are, e.g. golf, fishing, knitting, you know the drill. I'm wanting to know if there's a simple way to collate or store this information so that if I quickly want to see who…
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Mailchimp Integration, Tags
Mailchimp has been pushing more and more the use of Tags and Segments instead of multiple audiences. It is not possible to select a Tag or a Segment during an export from Mailchimp. When do you plan to update the Pipedrive integration?
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Product details visible in Mobile App
We would like to be able to see product custom fields on the mobile app. Our product we sell is "one-off" for each one, so we use the Product custom fields to describe some aspects of each product. When selling in the field would be super helpful to be able to access that information.
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selecting multiple deals in list view easily
In the list view, clicking on one deal, holding shift and clicking on the last, selecting all the ones in between. Now it's extremely inconvenient to select a large amount of deals by having to click one by one.
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New Feature Request: Collaborating on Insight Dashboards
I recently found out you can only have one person make edits to a dashboard (you can share it but they only have viewable permissions). I've never used a CRM where you can't share a dashboard and have others make edits where needed (i.e. if I share with my team and they need to edit/I created then passed off dashboard to a…
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Auto copy the person address to a deal address?
Is there a way to auto copy the person address to a deal address? Thanks
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Better Email functionality needed
Love many aspects of Pipedrive however I feel the email interface need to be improved. As sending and receiving email is one of the most important features in a CRM the thread of email conversation need to be looked at and improved. I would love to use the email client inside Pipedrive exclusively but the thread of a long…
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Suggestions + Leads reporting feature
I would like to see the leads reporting (Insights) feature. Currently, I can use reporting only on Deals which is around 30% of my prospects. Therefore couldn't track my efforts for 70% of the pipeline.
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Adding Sales Tax
Hello, Our company would like to be able to add sales tax to specific deals. After speaking with Pipedrive we found that the only option we have is to add sales tax to the product itself. However, we only charge sales tax in certain regions. For this reason we would like to be able to add sales tax on the fly to specific…
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Feature Request
Please allow large text fields to be collapsed in the project details view. Hopefully, this shouldn't blow any minds... :)
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Feature request: support sharing contacts to Android app
I would like to share contacts (via VCF) to the Pipedrive app in order to add them as a contact in Pipedrive. Eg. a contact sends me a message on WhatsApp or Telegram. Then I have their contact info and name. Currently I have to manually re-type all that into Pipedrive. VCF share is the obvious time-saving solution,…
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Feature request: support sharing contacts to Android app
I would like to share contacts (via VCF) to the Pipedrive app in order to add them as a contact in Pipedrive. Eg. a contact sends me a message on WhatsApp or Telegram. Then I have their contact info and name. Currently I have to manually re-type all that into Pipedrive. VCF share is the obvious time-saving solution,…
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Feature request: support sharing contacts to Android app
I would like to share contacts (via VCF) to the Pipedrive app in order to add them as a contact in Pipedrive. Eg. a contact sends me a message on WhatsApp or Telegram. Then I have their contact info and name. Currently I have to manually re-type all that into Pipedrive. VCF share is the obvious time-saving solution,…
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Pull Organisation address into Activity Location field as the default or first suggestion
Don't you think it would make sense for the Organisation's address to be there as the first suggestion in the Location field when creating a meeting or appointment? We have it for the person (the contacts in the company) so why not give us the company address if it has been entered? I find it quite annoying that we go to…
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Feature Request
It would be great if emails could include the ability to request the recipient to complete further data not yet captured by the Pipedrive user. For example if you are using merge fields in a template and there is some data missing which you need to complete a quote/invoice. You can still use those merge fields in the…