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New: Email Labels 🗂
What: you can now further plan and organize your emails by adding, editing and deleting tags from your emails in your Pipedrive email inbox When: rolling out to all companies now, with full availability planned by June 2023 You can learn about this feature in our Knowledge Base article.
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Help us help you BUILD BETTER APPS: Share your feedback in our survey!
Hello! I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive. The survey aims to understand how we at Pipedrive can better support you in building high-quality apps. It should take at…
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New: Deal card customization and pipeline sorting
Hello everyone, We're about to add two quite frequently requested features: Deal card customization (in Pipeline view) -> Available now! Pipeline sorting -> gradually rolling out to customers from now through June 2023 Let us know your feedback, how these features are helping you and what problems they’re solving in your…
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Help us help you BUILD BETTER APPS: Share your feedback in our survey!
Hello! I want to invite you to participate in our first Developer Success survey📋️. We seek feedback from people who built, are currently building, or plan to build an app/integration with Pipedrive. The survey aims to understand how we at Pipedrive can better support you in building high-quality apps. It should take at…
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UTM - leadsource tracking for webforms.
It would be great if we could track what campaign it came from. But today the Pipedrive forms don't support it and it's in iframe so it cant be tracked from external systems. It's so important to know what campaigns deliver sales leads.
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Controlling custom fields
It's great we can restrict whether our users can delete a custom field however we use custom fields for putting some super important information and there is no restriction on them editing the content of the field say if it's a multiple option. What would be great is if there was a permission like other CRM's whereby we…
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What is the best way to show commission splits for Deals w/ multiple sales agents?
We are having to currently create two separate deals for both of their pipelines and for them to put their split of gross commission in the value field so their pipeline reflects their personal commission but then we have two of the same deals showing for our COO admin view and the two agents have to pick which deal they…
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Deal: Expected Closing Date
I am looking for a way to create a report that shows the number of times a business has had its expected closing date changed. I have not been able to retrieve this information through the API. Does anyone have an idea of how I can obtain this information in a massive way?
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List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
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Can you merge duplicate organizations
I have a situation where several companies are duplicated and are entered twice in my PipeDrive, Additionally, they may have different "people" in each entry. Can I merge the ogranizations to be one organization and have people from both entries be merged into the new merged organization.
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Email templates (managing and building)
At the moment, the email templates are only accessible via the email composer. If we want to edit, or change any of the existing templates (as opposed to creating one) we are forced to compose and email, and access the templates menu, then opt to manage them. This highlights the very basic approach that has been taken to…
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Shared Draft Emails
It would be great to be able to automatically share draft emails for shared deals/contacts/etc. In the spirit of teamwork on deals, collaborating on communications is critical. Kinda mission critical for us and oddly absent from the platform.
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Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
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Calendar recurrent Meetings Synchronization
Hi there, just synchronize my calendar and it didn't show my recurrent meetings, what should I do to get all my meetings sync. here in Pipedrive?
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How can i stop images from rotating in Outlook
Sometimes when i create a pipedrive campaign with images, the images come out rotated or upside down when viewed in outlook. It doesn't seem to happen in any other email client, Pipedrive have told me it might be something to do with the way Outlook renders the email. I use Outlook all the time and dont get upside down…
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What is the best way to track UTM or lead source in Pipedrive?
Looking to track campaign values or pass UTM link via web form lead submissions. Thanks
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Feature Request: Ability to exclude Calendar items marked as Private
We use Calendly which allows clients to schedule available time on my work calendar however, there are times when I have a personal appointment during the work day that needs to be on my work calendar but not synched to Pipedrive. Having the ability to exclude calendar items marked as Private would solve this problem.…
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Currency formatting
Hi! Is there a way of changing the way the built-in currencies are displayed? I would like to get rid of any decimals and also ideally show it in thousands. Thanks!
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Insights for Activity Reporting needs to be able to report on "Call Outcomes"
Support verified that there is no way to report Activities down to the Call Outcome level. Without the ability to report on Call Outcomes, all calls are just calls. KPI's for our ISRs (Insides Sales Reps) are based on Dials, Conversations and Appointments set. How can we get this with Pipedrive?
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Automated daily reports (per email)
I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.
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New: Transfer automations from one user to another!
Hey, Pipedrive Community! 👋 We know that it can be a tedious task recreating automations in another person's account when someone decides to leave the team. Now we've made it easier by allowing you to transfer an automation to any global admin in your company quickly! We're currently rolling out this functionality - and…
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How can I test an email, before sending it.
Hi, I can't find a way to send a test email to me before sending an email through pipedrive. Anyone can help? João
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Errors on automations highlight the faulty data
Whenever automations fail, the data that caused it to fail should be highlighted for easier problem solving.
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Are there any current clients who are Commercial Real Estate Brokers?
We are trying to build out the best way to set up our new listings and all the deals associated with that listing especially from a reporting standpoint and a project management & sales stand point.
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Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
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Linking multiple PD contacts (but not PD users) to a deal...
Hi Everyone, Happy New Year! So I've looked around but can find an answer to this one. I need to link several contacts that are already in PD (but not PD users), to various deals as a way of tracking which team members will be supporting various deals. I have set up a custom field on the deal using the "Person" option, and…
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This Year - filter for report
Hi there, I don't understand why there is a "this year / Last Year" option when filtering. If I want to know the number of deals closed last year, I have to introduce the exactly dates. With the huge list of options, difficult to understand why is not listed these two options. It will be a great advantage to make easier…
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Email Design Options: ability to change fonts, size, colors
Are there any plans to be able to customize the look of emails? Fonts, size, colors, aliment etc.? Id like to be able to keep my company branding uniform, but also be able to add "character" to my messaging.
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Report business and products.
I need a report where the business comes out and the products related to that business. In the company in which I work we have different commission percentage per product and to calculate the commission I need to report all the businesses and the products of each business. Today it only has the business and the total of…
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How to import list of contacts or leads from excel to pipedrive?
I have tons of data on my excel for leads and contacts. Now I want to do everything from pipedrive. How should I approach this exercise? Should I setup my excel in certain format or anything else?
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How do I add a company PDF to my campaign?
I am new to Pipedrive and cannot find anywhere how to attach a company marketing piece to the email campaign. How can I do this?
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Wrote this post about fast-tracking CRM selection
Link: https://www.amitsarda.biz/post/selecting-crm Appreciate your time to go through this and the feedback.
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Custom buttons to trigger your 3rd party automations? Here you go!
If you use iPaaS / automation platforms such as Zapier, Make.com (Integromat) or any other you have most likely sometimes struggled to find a suitable way to trigger you automation. Typically the options are either through a webhook, filter etc. but this can be very inefficient and confusing for a user to understand…
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Lead Automation with an external tool (Zapier, make.com, etc.)
Hi there, I would like to automate incoming leads from one of our partners. They use Salesforce and currently send the leads and their details to us via email. We then manually import them into Pipedrive and I want to get rid of this process. I have already created an automation using Zapier. Using the feature incoming…