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Accessing related or additional person data in smart docs
Hi Pipedrive. I'm a mortgage broker so often have applications from couples. So I created an applicant #2 Person field against the Deal Person (who I treat as applicant one). However, in smartdocs, I'm unable to access applicant 2's person data. For example, I need applicant 2's employment status…
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Bulk update needs the option to add to existing not just override.
The bulk update feature causes me issues because I can't add to existing, I can only over ride the existing. This is an issue for tagging additional information to a field that already has some values assigned.
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Permission Toggle to Allow Other Team Members to Reply to Emails
To prevent users from sharing accounts to respond to customer questions, we'd like a feature that allows anyone on our team to reply to an email sent to a contact. This could be permission-based so leaders can have their admin team reply to correspondence without being cc/bcc'd on the message.
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Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
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Apple Carplay/car friendly Pipedrive
I am curious if there is any option to link pipedrive to apple carplay ? I need to make many calls during the day and want to make use of the time in te car to be more efficient. Is there a plan to make something that can show your activities/calls to be made on a list that you could bang out a number of calls, check them…
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Syncbot and Mailchimp Tags
I have been experimenting with the new Syncbot that allows better Pipedrive / Mailchimp integration, and while I love that I don't need to export contacts from pipedrive and into mailchimp, a downside of syncbot is that it doesn't allow for further tagging within mailchimp. You can filter who you want to send to Mailchimp,…
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Allow viewing automations owned by all users and/or a team
Currently, I have to toggle between (at least) those automations owned by me and those owned by all others. It would be nice if I could see them ALL, or perhaps those owned by a team. I recently had an issue where another user had created an automation that was built in such a way that it created a "loop" between it and…
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Color Blind friendly Colors PLEASE!!!!
I would like you to consider making the text colors for WON or LOST deals color blind friendly, or at least offer that option. There is a high percentage of the population that cannot distinguish red and green easily. We all struggle daily with this issue in more aspects of our lives than you would care to image. How about…
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Product fields in email templates
This would save us a lot of time because we have 30+ products we sell where we use a very similar welcome template that would be better if we could customise it with product fields.
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How to retain contacts history when they move to another organisation
We had a problem when a contact shifted from one organisation to another whom we also deal with, and we needed to retain the email history and notes associated with that person. If you delete the contact person when the leave you lose the history and if you change their email (if they shift to another organisation) you…
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Quick Links between Contacts/Deals and Automations
I would like to make a request to add some sort of linking between contacts/deals and any automations associated with those contacts/deals. Currently the only way I see how is to look at the date/time the automation was created and then sort and filter my contacts/deals to find it. I had an issue with an automation (my own…
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Automate Marketing Status as subscribed
There should be an ability for webforms to import new contacts and autosubscribe them. Otherwise, campaigns is useless.
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Contacts timeline
Hi Everybody, would it be possible to have more than 12 months in the "Contacts timeline" ? Kind regards, Maureen
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Automation for Email Activity once email syncs
I would like to have an automation once an email syncs to a contact, lead or organization to automatically create an email activity
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Smart Contact Data Info Analysis
Hi, would love to be able to use the Smart Contact Data Info strategically, and have the capacity to use in filter views as well as the insights tab. Would also be nice if you could bulk update the smart contact data to be visible for organizations instead of having to go through each org and turn it on.
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Email Alias
Dear Pipedrive Team, it would be lovely to be able to send mails from pipedrive with alias adresses. I use mainly gmail but with an alias email adress. Unfortunately when sending from pipedrive, the mails don't exist in my gmail sent box (neither in the inbox). So unfortunately i can't use pipedrive, all my 10 year…
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Add all Deal Participants to email with one click of button?
Hello Community, A lot of our communications with clients are either with individuals or in groups. One feature I would really like is: Imagine your email conversations constantly changes between your main contact and a wider group of people (= deal participants). Yes we can directly reply to all once we received an email.…
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Webhooks - Comments on Notes
Hi, Can the webhooks also allow to be triggered upon a comment on a note. Whether thats a new event entirely or part of the *.note that would be great. We are trying to get some more seamless integration between two different systems and this will really help connect the two conversations together. Primary this is on a…
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Button to initiate call from call activity in web client
The mobile app has the ability to initiate a call from the call activity. It would be nice to have that feature on the web client as well. A secondary issue shows up when initiating the call from the deal or lead with send to mobile. At the bottom the the notes area you are given two options, associate with the next…
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Bulk sync multi emails to a deal
I would love to have the option to select multiple emails and bulk assign them to a lead or deal. Seems like this was something that was available years ago but now not finding it.
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Add deal participants | Show or search for organization
When searching for deal participants I would like to see the people that are in that organziation. Or at least type the name of the organization and then see the list of people that are in it. Reason being, I often don't know every name by heart but I can select them from a shortlist (i.e. the contacts within the same…
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group email limit
when sending out emails it would be helpful to allow for more that 100 at a time, or enable the option of "next 100" without having to click each account or remembering where you left off. We have well over 1000 unique contacts that we will periodically email for updates etc. If the 100 at a time is a software limit,…
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Group Email > 100
If you can PLEASE add the feature to allow NEXT 100 when sending group emails. It would be super helpful as it is very tedious to individually click each customer after you send the first 100 emails when we are sending out a promotion. We have over 1000 customers in our database and it makes it very time consuming.…
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Ability to attach PDFs to campaign emails
Hello, Pipedrivers! I am requesting the ability to attach PDFs to campaign emails. (Short and sweet request.) Thank you, keep up the excellent work. ✨
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Product Description visibility in the add product section
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
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Custom objects
It would be wonderful, if Pipedrive would support custom objects and here is why: Imagine you are a training solution supplier. Of course you can sell trainings via Pipedrive and manage all necessary sales data. But when it comes to certifications, there is something missing like "Earned certification ABC valid until…
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Insights - export summary fields
Is there a way to export a insights summary fields, you can export the deals fields currenly but this is not available
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Resizing sections of deals
It would be really cool if we had the ability to resize sections such as the sidebar on a deal. As someone who recently was forced to convert to the "new" view in Pipedrive - I cannot tell you how frustrating it is that not even the customer's phone number can be on a single line because the sidebar on the left side is so…
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Convert Deals to Leads on the mobile app
As we work on deals, we regularly use the "Convert to a lead" feature. We love it because we can keep people on our radar and schedule follow-ups without having to mark prematurely them as "LOST." It would be AWESOME if this feature was available on the mobile app. Our primary salesman uses his app most of the time, which…
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Default to 'show DONE' in Projects
It would be great if we could set a default that in Projects mode that only TO-DO tasks are shown (and DONE tasks are hidden)