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Set Working Time on calendar view
Is there a way to set working time on the calendar view? I don't need 12AM to 12PM. And it would display more of the actual working day so you would have to constantly scroll down to see normal appointment times. Thanks
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Pipedrive push notifications don't work with Zapier
We have been using Zapier with Pipedrive to create Deals, Persons, etc. But the push notifications to the app just don't work… I'm sure the issue is because the even is created from Zapier instead from the Pipedrive app. Any suggestion for this? We don't use Slack
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Save the sorting on reports in dashboards
Would be really great to be able to save the sorting of a report in a dashboard. My use case is in an activities to do list dashboard but right now the automatic date sorting is in the wrong order! Seems a simple fix to an annoying problem!
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Contacting Customer Support
It has been more than two weeks and cannot get a response from customer service. just the Bot and that is not helping. Has Pipedrive gone to the Highest payer gets help model?
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Add a Central Dashboard to Manage Labels & Email Folders for Organisation
It would be really helpful to have a central dashboard where users can easily manage all labels (e.g. for deals, contacts, organisations). Right now, labels can only be edited in specific views and the process feels a bit limited. A dedicated area to view, rename, delete, and organise all labels in one place would improve…
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Gemini API access
Not being much of a tech person, I wonder if it is possible to give Gemini access to Pipedrive data using the API? For Google workspace users, Gemini can access a lot of data it needs to function as a more useful assistant. For me, as a freelancer, it would be great if I could also ask Gemini about my client data stored in…
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Contacting the support team in Pipedrive?
How do I contact the support team at Pipedrive? I dont want to chat with a pipebot! Br Niklas
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Servicio al cliente
Ayer estuve desde las 18.00 pm esperando una respuesta del servicio técnico porque no sabía si tenía de contratar otro pesto o hacer un upgrade solamente de mi suscripción. Esperé pero nadie me contesto así que intentando averiguar he contratado una cosa que no me sirve para nada porque lo que tenía que hacer era contratar…
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Email all Deal Participants?
Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
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Duplicate Contacts ~ Across System
Our business is a little unique ~ We have companies that the same person will actually work for (3) or (4) companies and he has the same email and contact information. What's a good solution for that situation?
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Activity Filtering in History
It would be really helpful if we could choose to view specific activity types on a contact cards history. It gets frustrating to try and see what tasks have been completed when there are hundreds of phone call/ sms activities. Why are emails broken out but calls/ sms/ other activities aren't?
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Get insight in performance of mail templates in our funnel
We do sent automated mails (using the automation tool) to our leads at specific moments in our funnel. For now, it is a black box to us how certain mail templates perform. I would really like to have an overview on how certain how well a certain mail performs (open rate + interaction). I know this is possible in the…
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Move deal to pipeline help!
Hi guys, I am new to this and am struggling with some automations. Basically all I want to do is when a deal is marked as lost. wait 90 days and then re-enter a pipeline again as a deal so I can repeat the sales process. I can not seem to see "Move deal to stage" or "Move deal to pipeline". Any help would be great! thanks…
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Email signature disappears when sending an email based on a template
Sending an email based on a template and my signature disappears. Any advice ?
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Better note editor
Hi! Everybody in my company is complaining about the note editor in Pipedrive. They all ask to integrate Pipedrive with Notion, but I would really like to see Notion-like functionalities in the notes object in Pipedrive
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Is there any plan about Google AI integration?
Hi team, We are Pipedrive’s partner in Taiwan and have also been a Google Cloud partner for over 10 years. Our core service is helping Google users make the most of cloud tools. Among the CRM options that integrate well with Google, Pipedrive has always been our top recommendation. Recently, some of our clients have…
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Feature Request: Highlight Selected Row in List View
I’d like to request a small but impactful usability improvement: the ability to visually highlight a selected row in the list view (e.g., in the Deals or Contacts list). This feature would be similar to how Excel or Google Sheets highlights the currently selected row, making it much easier to stay oriented—especially when…
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Proper branching (if/else/elseif) in workflow automation
Currently, it is only possible to have one condition and the next step only triggers if that condition is met. Which makes workflow automation design super tedious: clone workflow, change the statement, clone again, change the statement again and so forth. Since it's also not possible to use dynamic values, we just abandon…
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Product notes API Key
Hello, I understand the yellow field is called product notes. Where can I find this data field in pipedrive? Can I get the API key for that field? I need this field to match with my accounting tool for invoicing. Thank you!
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Address input on Deals
Newbie question. Where can I save the physical address location for existing deals?
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Extraflow - A New App for Pipedrive to Create Estimates, Quotes, and Proposals
Hi Pipedrive Community! Are you looking to streamline your quoting, estimating, and proposal processes directly within Pipedrive? Look no further! Introducing Extraflow, the ultimate solution designed to integrate seamlessly with Pipedrive and enhance your workflow. Key Features of Extraflow: Seamless Integration with…
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Change email to unthreaded from conversation view
Currently Pipedrive merges unrelated e-mails to one thread and I cannot separate them anyhow. This is confusing and heavily disturbing. I miss all the data in one deal and have e-mails from totally unrelated deals in the other one. What a mess. Please make this optional. I'm sure I'm not alone with this problem.
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Relationship of notes left in Project
With the current specifications, the memos left in the Project are not linked to the people, organizations, or transactions associated with the Project. It takes a lot of time to check, so I would like you to update it so that it is linked.
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Please put the 'does not contain' filter back.
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
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Sales Force lead integration
Hello, Is it possible to automatically import raw lead data into Pipe Drive from Sales Force software?
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Duplicating filtered views, columns and column widths
hi there, we have found that a filtered views by sales person in the list view of the deal pipeline is a really great way for us to review both individually and with a larger group how people are doing. Our issue is that there doesn’t seem to be a way to copy what columns appear and the order and the width from one filter…
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Forecast vs. Actual
Hello, Is it possible for Pipedrive to provide Forecast vs. Actual sales data? If not, is there a way to connect Pipedrive to Excel or Google Sheets?
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XERO native integration
Very disappointed to just discover Xero can no longer be integrated on pipedrive. This was one of the main reasons for considering Pipedrive when I was looking for a CRM in the summer. My whole business and accountant uses xero so I'm not sure this will be a viable option moving forward. What a shame. So many limitations…
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Templates for notes
Often our team is having the same intro calls with multiple leads. We always want to gather the same data points and guide the conversation in the same way. Data fields are more difficult to update live and the format can be limiting. It would be ideal to have templates (like the Sales inbox) for notes so that the team…
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Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…