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How to count unique customers in "Insights"?
I’m trying to create a metric that shows the number of unique customers we've closed deals with. I often have several "won" deals with the same customer (organization) - for example, 6 won deals with one organization. In this case, I’d like that to count as one customer, not six. So essentially, I’m looking for a way to…
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Require Confirmation on Stage Change
Currently, when viewing a deal, it's very easy to change stages by clicking the green segmented bar. It's very easy to accidentally change the stage with an errant click. This has two main problems: It's not possible to edit the deal stage change history, so mis-clicks cause data integrity issues. Automations that trigger…
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Feature Request: Manual adjust "time in stage"
Occasionally when adding new (or older) deals, changing deal stages or moving stages between pipelines (and deleting old pipeline), time in stage is either not represented accurately, or can be missing completely. This of course affects accuracy of data and reporting. I think its important to be able to adjust the "time in…
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Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
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Can viewing an email that is synced to PD by another user increase the open count?
If a Pipedrive user sends an email with tracking turned on to a single recipient (from Pipedrive) and it is synced to Pipedrive, when other PD users view the email does it increment the open count?
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Rotting as an automation trigger
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
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Sending webhook 1 hour before activity
Can i send a webhook 1 hour before an activity is due ? I see that i can run automation for only X days before and at specific time :) I dont understand why Pipedrive made automations if we HAVE to choose time to run.. this is no sense..
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Managing multiple locations to one organisation
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an idea…
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New time-window filters for any date field (RouterJet update)
Hey everyone! 👋 Kenton here from RouterJet. We’ve just shipped a “Date → is within the last …” condition that you can plug into any RouterJet rule. Set the number of hours or days you need and the rule will only touch records inside that window. Why it’s handy Fresh-lead routing – send deals created in the last 24 h…
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Using Pipedrive for scheduling meeting reminders
I operate Pipedrive as a language school Our business is operating by lessons (online appointments) Right now we use Cronhooks for scheduling but im thinking to move over to Pipedrive.. I can see in Pipedrive's custom fields there is either date or time.. what if i have 12 types of appointments and i want each one to run…
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Boost Your Email Efficiency with Pipedrive Email Templates!
Tired of typing the same emails repeatedly? Pipedrive's email templates are your solution! This quick guide shows you how to create them, and the video below provides a detailed walkthrough. Why templates? Save time, ensure consistency, and personalise effortlessly! Quick Steps: Start a new email (ideally from a deal). Go…
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"REASON LOST" Notes for "Lost Deals"
Hello fellow Salespeople... so, whenever we lose a deal and click that big red LOST button, a little comment box pops up and asks us for a comment. I use this little box to describe why I lost the deal (price was too high, customer went with a competitor, etc) BUT - WHERE DOES THAT COMMENT GO? When we go back and look…
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Problematic Customer Markers
Is it possible in the future we could have something on contacts that marks them as problematic or even barred from the establishment? When I worked for hospitality, we used a program called Campspot. In said program you could mark some one as problematic and write out what they did (so that if you hovered over the mark,…
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Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
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Why am I being charged for seats after I removed them until next billing cycle?
The seats should be prorated as they have been deactivated without accest to the account.
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Leads need to be Bulk Editable!
Simply put— we need to be able to bulk edit Leads and make changes to Lead/Deal fields!
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Installments or Payments associated to Deals via API
Hi, I'm trying to build automations around creating invoices based on products in a Deal for the case where it's a project that's split into multiple invoices based on milestones. I can capture this in Pipedrive using either Installments on the Products listed in the Deal or via Payments on the Deal. I can't find…
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Issue when Marking Activities as Done
I currently sync Pipedrive with Outlook and generally will send meeting invitations through Outlook. They are then synced into Pipedrive as activities. I've found that when I go back in Pipedrive to mark the activity as "Done" it will resend the invitation to the recipients. Even after the meeting was completed. This is…
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Calendar / due date to show local holidays
It would be helpful to have the option to view national holidays (such as UK bank holidays) within the pipedrive calendar, to avoid unintentionally scheduling activities to be due on those date.
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Duplicate Document Templates
I use several different document templates that are similar, but with differences in specific areas. I have to re-create the template each time, even though it is fairly similar to the other templates. I think a simple "Duplicate Template" feature would be really helpful
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Field/ Group - Conditional Logic/ dependency, ALL PARTICIPANTS (query. email & text)
This is really needed in our business. We have an International soccer org. and there are details we do not need for a Lead vs Deal We also have custom fields which need conditional logic/ dependency. EX: We have a custom field named: ROLE. When PLAYER is selected vs PARENT it would be nice to have conditional logic/…
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New: Insights PDF/PNG Export 📊
What? You will be able to download the graphs from reports, goals and dashboards into a PDF file or PNG image When? Gradually rolling out over the next few months. If you'd like to be among the first to try this feature just let us know in the comments below 🙋🏽♀️
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Be able to FILTER/ QUERY All Participants attached to DEALS
PARTICIPANT QUERY. A bit frustrated here. Hope you can push this forward as I have seen this request posted numerous times to Pipedrive development and yet it remains unresolved. We operate an International Soccer Development Company which specializes in Sport travel. We need to be able to pull a Participant query with…
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Are Pipedrive Campaign Analytics correct?
Hi, I'm seeing numbers in the analytics for my campaigns which seem a bit unusual. For instance, in most recent someone opened and clicked 29 times apparently, another clicked 10 and lots of ones around that number. Previous ones have had numerous people supposedly clicking 10+ times. For the record, it's highly unlikely…
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Can you print address labels directly from pipedrive?
I want to print labels for several customers for a mailer. Is there a way to do this directly from Pipedrive?
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Insights Should include ACV Forecasting
When building forecast graphs in Insights tab, it looks like we can only use Deal Value or Weighted Value. While I care about these, my specific role is assessed on ACV which I can track at the deal level but can't create an "ACV by Qtr" bar graph. Frustrating. 😪
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New: Multiple email signatures 📨
Hey Pipedrivers! We’ve heard your feedback, and this often-requested feature is here: you can now effortlessly create and select multiple email signatures per email account to enhance your efficiency and personalization of emails. This feature is gradually deploying to all users on the Advanced plan and above, with general…
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Pipedrive to xero
Create a invoice from xero to pipedrive. Any good app to install?
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Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
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New Action in Automations: Change Marketing Status
It would be great to have a new Action in Pipedrive's Automations that allows users to change the Marketing Status of a Contact Person. For example, when a Deal is won, an automation could be triggered to update the Marketing Status of the associated Contact from "No Consent" to "Subscribed". Currently, there is no way to…