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Show/Hide Custom Fields Based On Permission Sets
Hey everyone, I'd like to be able to show/hide certain custom fields based on the permission sets that are assigned to the user. For example, I have a "Net Profit" custom field that shows the net profit of each deal. I'd like to be able to hide fields that are sensitive like that and only show it to admins, or certain…
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Pipedrive Lead Scoring
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
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Hidden Fields in Web Forms to Capture Pre-defined Data
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
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Add Abbreviated State Option in Address Fields
We pass address information to several partners and all of them use abbreviated state fields. Example: FL instead of FL, GA instead of Georgia. Could we please add the state abbreviation to the address fields? This is available as "short name" with Google Maps, it should be an extremely easy fix to add to the results.…
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Possible limitations when using beta API endpoints?
Hi! I've reviewed the API reference and searched in the community, but haven't been able to find details about what "beta" means in the context of the Pipedrive API. What are the limitations or risks of using beta API endpoints such as "Get all deals (BETA)", "Get all persons (BETA)" and "Get all organizations (BETA)" in a…
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Insights and reporting for Projects
I've been closely following the development of the project module, and it's safe to say that I'm excited about the progress so far. However, I'm still curious about what the future brings in regards to a couple of features that are incredibly important for us: Adding projects to insights for progress reporting. Creating a…
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Enable CC in group email.
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
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Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
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More Email Filters
It would be incredibly useful to have enhanced email filtering options. A few suggestions include: Adding a filter to search for emails from specific dates. Offering a filter to search by subject only, without including the email body (and viceversa) Introducing a filter to find emails associated with specific projects.…
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Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
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I am a global admin on acct, why do I get an "Importing Items Permission" notice
I am just getting my outside sale team onto Pipedrive. Why am I not permitted to import contacts from iPhone to Pipedrive?
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Advanced Filters - And/Or Grouping
We really need the ability to do more advanced filters with and/or combinations (parenthetical expressions). Another option would be to include/exclude records based on the results of another filter. Example, we have a filter that pulls all "Won" deals with a deal end date (custom field) that is in the future. Works great…
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Bulk Import from Contacts > People to Leads
Hello everyone, It would be really useful to have the ability to select multiple contacts from the Contacts > People database and add them to the Leads database in bulk. Currently, the available options are: Manually opening each contact and adding them as leads one by one. Searching for the prospect’s name directly in the…
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How can I sync my tasks as tasks in google calendar?
Hello! I would like to sync my tasks as tasks in my Google Calendar and meetings as meetings. Is there a way to do this? It would be a fantastic feature.
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Email inbox: move to next message instead of back to list when archiving/deleting a message
Currently, deleting or archiving an email jumps back to the list view and makes going thru new emails a tedious process. Lots of clicks, loss of time. Hard to sell this to clients who spend their day in mail clients. To make it a better experience, deleting or archiving an email should jump to the next email and stay in…
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Contacts Update and Clean Up
Hi everyone,We are trying to clean up our contact database. To do this we exported all contacts and purged them out of PipeDrive and now we want to update these contacts with the modified values, but we want the data to be updated by contact ID and not by email. Is this possible?
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Scheduling activities with a default duration
Is there a way to set the default for all Activities to 15 minutes, so that when I select a start time, PD automatically sets the end time to 15 minutes later so that I don't have to select a start and end time each time. Thanks!
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New: Generate reports in seconds with Insights AI
Visualizing the reports you need just got easier with the prompt-based Insights AI report generator. This update will allow you to enter your own prompt, or select an existing prompt from the suggestions. The report will then be automatically generated based on your input. This feature is gradually being rolled out to all…
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No Lead Scoring? Pathetic!
Absolutely unbelievable that Pipedrive does not have lead scoring.
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Book an online meeting on website with filtering, qualification and sync with Pipedrive
At the moment I have a Calendly widget on my website for booking an online video meeting that allows me to ask the lead some initial questions for filtering and routing, and then if the lead is qualified, ask some more questions that are necessary for the initial discussion with a lead during this meeting. The widget is…
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Make it possible to split deals between sales agents
For future updates, I think you really should consider an option to split a deal between two owners/agents within a team/organization. As for now, we have to manage these deals in Excel, which kind of takes the fun and functionality out of using Pipedrive. We use products in order to make a prognosis and we use goals to…
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Allow us to choose to show days of the week (Monday, Tuesday, Wednesday...) in date fields
Hello everyone. Our sales reps would save some time if they could see what day of the week an activity has been scheduled, as this is how they distribute incoming leads among themselves. Right now, they need to be checking a calendar every time they want to assign a lead. I tried to create an automation for this, checking…
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SAP Business One
its there any integrations among SAP business one and Pipedrive.
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Can I consolidate custom fields?
We are currently using Pipedrive alongside third-party lead scoring software. Recently, we transitioned to a new lead scoring tool, which has resulted in multiple lead score fields in our system. Specifically, we now have: The Pipedrive Lead Score field (I don't know if this was created previously, or if it is a native…
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OUTCOMES for ACTIVITIES
Dear Pipedrive Team, could you please please in the very very near future make it possible to add outcomes to activities? Right now I can only track "DONE" activities or I delete them. But what about failed activities? The client didn't show up. The person did not pick up the phone. This would be so so so so so necessary…
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AI-first strategy for 2025 is not what I expected from Pipedrive
The announcement of the next webinar about 2025 strategy for Pipedrive (Reimagining your CRM experience with AI) is bad news to me. Am I alone to be concerned about an AI-first strategy? I don't activate any AI features because I chose Pipedrive for EU data storage and treatment while Pipedrive AI features are based on…
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Can individual email recipients opt-out (not campaign)
Hello, I'm sending individual emails to deal contacts, not using a campaign or group send. Is there a way to add an "unsubscribe" link that would reflect the 'do not contact' status in the deal or contact? Or set it automatically to 'lost'? thanks
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Add A Color Picker Tool to Label Colors
There are only 10 label colors which is very limiting when tracking a wide variety of information about one or more clients. Please add a color picker (the dropper tool) so that custom colors can be used for labels. Thank you!
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Make single option field display consistent
We have some custom singleoption fields that are being displayed in two totally different ways. One is being shown horizontally, and the other is a drop-down menu. This makes no sense to me. Please change this to always display as a dropdown menu, or else make it a toggle option to display it horizontally.
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A Template should not print EMPTY BRACKETS
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…