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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…
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Adding revenue to Smart Contact Data?
Hello, The Smart Contact Data is a great feature, but is there any scope to add data regarding the companies revenue? I note there are some other platforms that offer this. It would be a great addition IMO. Cheers, Daniel
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Admin User Management Idea...
It would be a nice feature for Admins to be able to have a way of tracking mentions to users so that they can see if they are reading them. It would also be helpful if admins could see if someone deleted an activity or mention that they (the admin) created.
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Personalized field in Deal, shown as dropdown field
It would be great if Pipedrive gives the option to configurate the "1 option field" as dropdrown in Web Forms instead of radio buttons.
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Recurring Revenue feature in Products
Are there any updates regarding the integration of the recurring revenue feature in the "product area" of the deals? As we discussed this issue in multiple other threads its a big intrestpoint for us and many others as the feature in its current state is prettymuch worthless to us.
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Visibility groups for FILES not working
I have created visibility groups where Organisations should be visible to the entire company and the the other Deal, Contacts, Leads and Products for their own group. When I go in to an Organization belonging to another Team, Activities is filtered out and are invisible. But Files are visible even if they are connected to…
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Feature Request for Meeting Planner
hEy Pipedrivers Meeting Planner is such a cool and smart tool! What I love is that e.g. the name and e-mail adress of a contactperson can be directly taken into pipedrive. Pipedrive will then create a new contact which already has the e-mail adress implemented. Wouldn't it be wonderful if also the organisation a new…
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Automate Activities BEFORE a certain date
I would love to be able to set a custom field deadline (or even the closing date) and then be able to schedule an activity to happen x number of days before that date. Maybe it's to check in to make sure the closing is going as scheduled.
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I have a feature request: Save filters in Prospector. I absolutely need this to be able to work with
I work with Prospector to identify potential customers. However we have a lot of different personas, that we use in order to identify matching potential customes. Therefore, I would urgently need the possibility to SAVE the filters I set along with a name that I can give that filter. Anyone else here with the same need?…
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Add ability to define translations for custom fields and options
We have users who speak two different languages. As of right now, our custom fields and options for select option type fields can only be in one language or the other. I don't ming having to manually enter the translations in the admin areas of pipe drive, but I would like my users to see all of the interface in their…
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How can we change the weeked days, as in our company weekend days are Friday & Saturday, and this is
How can we change the weeked days, as in our company weekend days are Friday & Saturday, and this is affecting out automation workflow?
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Signer priority in Smart Docs/E-Signature
Does anyone know if it is possible to set a "priority" to a specific signer when using Smart Docs? In most cases, our contracts are to be signed by the client first then by a manager/supervisor. It would be great if instead of sending a request to all signees, we could determine who must sign first and then subsequent…
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Add ability to have additional fields show up in tool tip
When searching for a client in contacts, there would be a benefit to being able to see additional fields in the tool tip that shows up when holding the cursor over a contact name. In our application, this would be the ability to see the date of birth of a client without having to open every contact to check. Many of our…
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Can you please add the ability to Child / Parent / Sister Organization relationships via CSV Data Up
Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs
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Updating multi-choice fields with Pipedrive Automations
Hi, In automations I want to update a multi-choice field. Today it is not possible, because it over writes the old values. I want to keep the old values and add the new ones. Today I solved it in Zapier but I would like to do it in PD automation
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UI Annoyance
When adding a new deal from an email, the system tries to guess the information for the deal inputs, which is great.. The problem I have, is that when you go to correct the Contact Name, the system automatically clears the contact email. 99% of the time, I am simply adding the first name, or adding a space, so when the…
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Order of products
Hi there. I use multiple products in each deal. I often need to change the order of the products. But I cannot do it. So I have to rewrite the products . I would love to see the ability to drag a product from one position to another, or an arrow button up or down, to move the product up (or down)one row.
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What's going on with PDs email UX ?...
Why, just why, is the email layout/UX like it is? I'm attaching a photo of a conversation. It annoys me that the senders news email from our email thread is on top, but my reply is way waaaaay down there. Using Gmas for Gmail, solved this perfectly. I want: My reply on top, senders newest email bellow. That way I can see…
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Smart contact data info button for all contacts
Developers! I would love a way to have the smart contact data info apply to all orgs/contacts en masse rather than having to go into each one and manually do it one by one. It's probably my favorite feature, please upvote my fellow pipedrivers!!!!
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Sync Outlook/office.com email/calendar/contacts based on Category
Had a nice chat with support about this, and they promised to take this to the product team, but also posting here to gain support/priority. The feature I really miss in Pipedrive’s integration with Outlook, is the ability to only synchronize/track emails/calendar entries/contacts assigned a specific category. You can set…
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Activity Due Date vs Activity Completed Date
Activities that are marked completed have the due date, not the actual completion date. If an activity slips by a day (or days), it would be helpful to know when the activity is actually completed. Right now, we have to go in and edit the due date when it's completed so we have a more accurate picture of when a…
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Feature request: Auto translate emails
In Gmail, there is a feature that auto recognizes foreign text and will give you the option to translate it within the email itself. It would be great to have that kind of feature in Pipedrive.
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Merged: Feature Request/Correction: Do not leak all calendar information when connected to Pipedrive
This discussion has been merged.