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Conditional/dependent fields and values
Hi, It would be great if Pipedrive allowed conditional/dependent fields and values. Is there a plan to develop such features? 1st e.g. There are two single-option fields and the available values in the second field would depend on the selection in the first field. 2nd e.g. There is a single-option field and if specific…
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Apply Multiple Tags to Contacts
It would be SO helpful to be able to apply multiple tags to a contact person. We use labels where possible, but being able to apply multiple keywords that relate to the lead would be amazing, and then filter contacts by those tags. PLEASE! This would be a total game changer for our day-to-day operations.
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Making it so that you can allow regular users to delete people and organisations
I have had to make most of the team admin's because it is too much of a faff for them to email me to delete something. I had to look through the permissions over and over again because I was so surprised that it wasn't an option. Is this something that you can do or?
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Add "Accepted Scheduler Events" to Deals for Workflow Automation
We would like to automate "accepted" scheduler events so they can be utilized by Workflow Automation. Currently, when a scheduler invite is accepted, nothing is logged within the deal, so we are not able to utilize Workflow Automation to do anything specific to the deal...such as move to the next stage. Really weird you…
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Can you please remove the Pipedrive fields column on the right hand side of the Documents Edit scree
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Mail feature request
The following would in my opinion accelerate the mail workflow considerably: * schedule follow-up activities, while compiling a mail * pin important mails (e.g. offer to a customer) to the top of the feed or mark/label * full screen mail editor
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Need to export results of Web Visitors
The Web Visitors tool needs to have a way to export the results to make it useful for analyzing the data. PipeDrive adding some analytics to the tool would be good in addition. However exporting and being able to analyze to our (anyones) specific needs would be the priority.
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Flag important email
Hello Pipedrive ! Could you pls add an option to flag and filter important emails in the Pipedrive mail box ? Cheers Q
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Can reverting bulk uploads be extended to users with manager permissions?
I think (please correct me if I'm wrong) that only users with administrator privileges can revert bulk uploads. Is it possible to extend this feature for users with other privileges?
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Re-subscribe
Hi Pipedrive team, Excited to be included as a beta tester for the Campaigns tool. I was wondering if it is possible at this point for subscribers to self re-subscribe if they unsubscribe. Thanks!
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Report on People
Hey, it would be great to start seeing reporting on People in Pipedrive In some cases data is held against the person as it suits better to be captured there instead of a Lead or Deal. Thank you & apologies if there have been many posts like this before!
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Hide custom fields in Detailed View of Organisation
When I configure a custom field I want to have an option to hide it from the Detailed View and only to be visible in List View, like the different address fields in the Organisation. It is valid for Organisation, Deals and Contact. Some values are only for automation triggers and so on and don't add any value for the owner…
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Mapa "perto" no App para smartphone
Olá. Quando estou usando o APP Pipedrive > ... mais > Perto (mapa) vou no FILTRO e posso selecionar "Endereço", ou "Endereço de visitas" ou um ou outro eu gostaria de selecionar "ambos" mas o App não permite. Por estar na região é conveniente que apareça ambos, caso seja do meu interesse.
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AVOIDING LOOKING LIKE A PHISH - Dynamic URLs, for form pre-population - FEATURE REQUEST
Pipedrive really needs to have dynamic URLs, pulling CRM fields to allow online forms to be pre-populated. The feature is currently provided natively in other CRMs, notably Zoho. e.g. www.googleforms/formName/[JOB.NUMBER]&[CLIENT.EMAIL]&.com This avoids the form looking like a phishing email and can present a cleaner email…
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As an owner of a company and the primary admin - I should be able to control the email sharing setti
As an owner of a company and the primary admin - I should be able to control the email sharing settings of my employees. For example - I should be able to ensure they are shared and do not have the ability to make their email sharing settings private as it is with my company's domain. If you are an owner of a company, do…
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"Rotting" Deals
We'd love the ability to customize the terminology for deals that are "Rotting". Having the ability to customize that phrase to match company culture would be a neat feature.
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Add company name to calendar entry for scheduled meetings via "proposed times"
When a customer/lead books a meeting with us via our personal scheduler links this meeting will be displayed in our shared Sales Calendar. Unfortunately we cannot change the title of this event in our calendar. It is always displayed like this: Konstanze Bayer / Franziska Schippel - Chatbot Info Call Name of customer /…
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Please make goals names renameable
Hi. For some reason, goals names show up differently.
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Webform attach file
Hi! i think it would be great for web form plugin to be able to attach file. Im running a job board and will use pipedrive to sort my candidate as contact. For now i have to manually attach their resume to the contact but it would be great if i could put a pipedrive webform on my website and automatically create a contact…
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API - A deals history
I am not too sure how others may do this but we have found some issues when mapping a deal's historic performance. This includes how a deal moves along each stage and to and from each pipeline. As I am sure many use Pipedrive across multiple teams, it was our ambition to track how deals move along each stage, the duration…
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Asking for Advice... Need to know! :-)
Dear Pipedrive users, I'm using PD for some time now but I'm missing some critical features :-( * When I make a note of some activities, I need to export them in order to send decent activity-/visit reports to my principals. With PD you can easily make a registration of all activities but the feature to make a summary in…
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Feature Request: Combining Filters
Would be great if we could create a filter that combined/excluded other filters. For instance if we wanted to build a customer list of clients who bought product A and B but not C. Given that we already have 3 filters for customers who bought A, B and C.
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Workflow Automation Query: Deal Probability Update based on Deal Stage
Following on from Jack Duff's post last year (https://community.pipedrive.com/post/stage-probability-should-set-probability-for-all-deals-within-that-stage-5ebc17b240e0286d0170308c), since this feature isn't available, how can we create a Workflow Automation that automatically updates the Deal Probability field based on…
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Text Formatting / Spacing Controls
Can you add line spacing options like they offer in Mail Chimp. Like "normal, 1.25, 1.5, double" options for line spacing
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API: Create Lead Endpoint
Hi there, I just found the new API-Endpoint for Lead creation, which is great! We waited for this for quite some time. https://developers.pipedrive.com/docs/api/v1/#!/Leads/post_leads There is just one issue: Leads can only be created when the personId or organizationId is set. That makes the the use of the API with a…
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Merged: Wechat and Pipedrive
This discussion has been merged.
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Wechat integration to PD
Hello, Any plans to integrate Wechat to Pipedrive?
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Links to products filters
hi, when I am using a filter in product the address in my browser is all the time [...]pipedrive.com/products I can not send link to filters to my colleagues :( it is working for contacts and other stuff
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Notification if label was removed
A small step for me, but a giant leap for a lot of users. And it would contribute a lot to process security in Pipedrive: You can create automations when a label is added or changed to a deal, but not when it is removed. Some companies (especially larger ones, with visibility restrictions) mark organizations with an open…
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Email fix - EASY huge time saver and frustration remover
Im sure most of us have just grown to accept this poor UI in email conversations. But I think it COULD be a semi easy fix. Right now if you are on a contact and you click the EMAIL link to start a NEW email. it is beautiful., seamless, easy and great UI and UX. great UI/UX, can scroll and see all needed info! BUT THIS is…