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Sync all company contacts to ios and android
Due to the sales structure in our organisation , we need to synchronise all contacts to mobile devices. So we can see who is calling and / or messaging.
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Forms to capture lead data
I am new to the platform and want to be able to capture details of potential customers who want to pre register for an event next year. I would like to share a link to the form via my LinkedIn (and possibly also add to my website) and then when someone completes it, the details come directly into Pipedrive. I've seen…
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Deal Product List, Billing Frequency Approach / Strategy
I am looking for some suggestions how I can manage my products and link them to deals. Most of my products are monthly recurring, so I set a monthly recurring price for each product and the default billing frequency is set to monthly. My issue is if the customer choose to pay annually, My sales team can update the billing…
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Documents in project
As a : Project Manager I want to : be able to add some file from Google Workspace lije Google Docs) on the project management In order to : keep compatibility between Google Documents and Pipe Drive in project Management Note : having the possibility to add file from an hyperlink would be enough (or doing just like it is…
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Email tracking: getting Opened COUNT
Pipedrive allows users to track the emails they send. This lets you know when & how many times a recipient has opened the email you've sent them. I've noticed that people who open my outreach email 3+ times are extremely likely to pick up the phone if I call them. However, they're unlikely to reply to my email, so if I…
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New: Adding Activities in bulk to Deals
We’re excited to announce the launch of Bulk Activity Management, a new feature designed to make managing multiple deals faster and more efficient. Why this matters: Managing multiple deals often involves repetitive tasks that can take up valuable time. With this update, we’re making it easier than ever for you to plan and…
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Some emails sent through automations links to deal, but others do not
My automations are sending emails to contact of a deal in pipeline. Mail is sent and it's linked to contact. Problem is that in history of deal sometimes I see email and sometimes I do not. I checked deals and contacts, and can not find any pattern why is this happened. I also checked support page with title "Why are my…
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Calendar Block-Offs
I would LOVE if Pipedrive could enable us to mark off certain days on the calendar for holiday/vacation/sick days. This way I don't set myself or my coordinator tasks on days we don't work. I've mentioned this a few times, but I know it takes more people to make a difference. Hope there are other people that could benefit…
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Horizontal scrolling: Improve visualization of multiple stages pipelines
1.- For pipelines that it has too many stages, let's say over 10 stages (and when it is not negociable ):, to have the ability to spread the view with a horizontal scrolling at the button will be very useful, other wise it is looking very weird like: 2.- In the last case, present a better solution to show the names of…
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Adjust left side bar width
A lot of key information is held in datafields within the left side bar but, as far as i can tell, there is no way to widen this sidebar. In my company more useful information is held in data fields than in the activity section, at least initially, and the UX would be much improved if all the information wasn't squished on…
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Feedback - Leads Inbox not working for you?
Hi there I'm going to be "that guy" - the outspoken one - that raises a big question and concern that others may have as well, but haven't voiced. I might be on my own here! We cannot use the "Leads" component of Pipedrive - it's just not set up to work for our business. And I think our business is really quite basic and…
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Integration - OpenPhone App
We really need a solid native integration with the OpenPhone app.
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Calculated Fields
Allow for use of a calculated field in a formula for another calculated field. For example, Say I have three manual entry numeric fields that have been calculated into a calculated field called "Total". Now I want to use that total value to multiply by a pricing factor (which would be entered in a separate field) to be…
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How to insert more fields in email templates
With the following command, you can add more fields than offered by default when editing an email template (I have found those for a deal) (I was originally trying to add products of a deal as a field in an email but failed) : const fieldsToTest = [ { key: "org_name", label: "Organization Name" }, { key: "title", label:…
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Provide an option to not display cents in dollar amounts in Smart Docs merge documents
When currency fields are used in merge document templates, the decimal point and cents are displayed. We never want the cents displayed. The dollar amounts are entered in the CRM as whole dollar amounts (e.g. $15,000) but are displayed with the cents (e.g. $15,000.00) in the populated merge documents. We are an accounting…
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How to create a custom field that populates based on the last user to touch a deal?
I would like to create a custom field (which I have created the field itself), but I need it to populate based on the last user in our org who touched an open deal. The team today does not updated "lead owner" each time the deal is manipulated, so that field cannot be used. We'd like a record of who last touched each deal…
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Who here Needs a Gantt chart for their Projects?
Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its own Gantt chart but then also all projects in the deals could flow to a the MAIN Gantt chart which could be in the Calendar area and you could get a quick overview of all deals slash projects timeframes and what's overlapping…
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New: Restore deleted data in Pipedrive
It’s not unusual for users to accidentally delete data from their account, or even deliberately delete data and later decide they still need it. So, we made the process of restoring deleted data even more straightforward. You can now find two new options within the Pipedrive interface: Under Tools and Apps > Restore data…
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Allow restoring deleted People and Organizations.
While setting up an evaluation via the API I accidentally deleted a few people to much, this was eye opening as I discovered that there was no way to restore them. I read somewhere that customer support can help restore stuff, so my suggestion is: Let users (admins) restore what they accidentally, hopefully, deleted.
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Restoring deleted items
Hey, one of PD users in our company accidentally deleted some activity with a note and I had to write on chat to restore it. Just feedback would be great to allow restoring some accidentally deleted tasks or notes by the users or at least company admin.. Thanks
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Restore a deleted task
How do I restore a single deleted task? Smiley
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CSS code to prevent Calendar Scrolling
Hi all, I wanted my calendar in Pipedrive to be stuck around my working hours, no need to see 0-7AM or 6-12PM, and i found a (dirty) way to achieve it with CSS, please see bellow : /* Adjust height to hide the last hours of the day */ ._calendar__calendar___u_P4k { height: 300%; /* Expands the container to prevent…
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make integration for calendar sync
HI all, I work for an software editor of messaging collaboration like Exchange/ O365/ Google, but it's BlueMind ! We use Pipedrive, and we have many ask about our customer to have more integration with pipedrive. For email, we use imap/smtp connector, But for calendar ther are no solution Today, just for google or…
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Important + Mandatory Fields -> Also for WON-Deals
At the moment Important + Required Fields are useless for our use case... :-( * The Important Fields Sidebar disappears after a deal is won/lost. Why? There seems to be no reason for that behaviour. Even after Deals are Won/Lost important information should be completed.. * Also, I cannot select a Required Field, without…
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Best practice for working with an external PM software?
I am trying to set things up as best as possible from the beginning. Our process is as follows: Receive lead, enter in pipedrive Once lead is qualified, create deal and begin sales process Once a deal is won, we will create a project in either ASANA or TRELLO or MONDAY At the moment, "we" is just me. But that will…
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Why is call logging no longer working in iOS?
I noticed a new issue with the iOS app. When I make a phone call it doesn't log whom I called, the Company, or the deal. I have to manually fill this out even though I just made the call directly from the contact's information in the app.
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Pipeline deal values & forecasting
Good morning. I'm wondering if someone can help me with pipeline deal values and forecast reports. Currently, when we set up a deal we annualise the potential contract amount so for example if the contract value is worth £100,000 annually that is the figure we would input into the deal value. However, the first order could…
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How can I set my company brand colors and logo?
I don’t want to have to do it all over again for every email and document. I have seen this question elsewhere but zero answers. Is this something that is not a feature? It’s pretty standard on other platforms.
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Company Names - Parent/Child associations - Can I tuck many locations under a master account?
I am adding a customer to my database that has 270+ locations (all the same company). I added the parent company as the corporate name, (Mining Corp). The remaining locations are also called the same name (Mining Corp - Quarry 1, 2, 3, etc). Now back in Pipedrive, I am in the Org view and I click the letter M to sort, I…
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Calender View Settings
Hello community and Pipedrive! My suggestion is to add different view options to calender view like in other calenders. Currently we do only have a Monday to Sunday view. Problem with this feature is that you cannot see the title of your activities without clicking it. How about adding a few more choices like Day (shows…