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Feature Request: Synchronize Organization Labels with Linked Contacts
Current Limitation: When an organization's label changes (e.g., from "Prospect" to "Client"), the labels of linked contacts do not automatically update to match. Requested Feature: Implement automatic synchronization between organization custom labels and their linked contacts' labels. Use Case Example: Custom label…
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Insights and reporting for Projects
The previous topic has been closed. Can we have an update about Insight and reporting for projects ?
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Filtering options on goals reports!
It'd be great to be able to apply filters to goals like you can with other insights reports. Such as if we wanted a forecast with goals but only allowing for deals with a probability above 80%.
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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An iframe scheduler posting success event to parent
I am using a iframe scheduler by pipedrive (Lead Booster). I will find it very helpfull when a LeadBooser scheduler embedded in iframe will post an event on success when user booked a meeting. I can then catch it and react on that in my angular app. For example with cookies remember that the meeting is booked and anytime…
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Labels (Sorting/Adding) & Issue
When working on this page: /persons/list/ It would be nice to select multiple contacts and then add a new label. Right now, you have to create the label first prior to selecting contacts. Additionally, if I want to edit the label for a contact, and then reorder my label list, once I make one change, the feature closes and…
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Feature Idea: User-determined Y-Axis scale cap for Bar Graph Reports
I have a Reports Dashboard that highlights Year-over-Year changes in my company's Inbound Lead Generation data. For each year we've been using Pipedrive, there's a bar graph with 12 bars, showing the monthly totals of inbound leads. We've been using Pipedrive for four years, so that's four bar graphs in this dashboard.…
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Live Chat Mobile Notifications + Chat in Mobile
I’m a small business owner, and I recently made the switch from HubSpot Starter to Pipedrive, opting for a yearly subscription along with several add-ons to better serve our customers. One of the key features we rely on is the live chat on our website, as many clients use it for quick questions. While Pipedrive’s…
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PROJECT - Right management - 2025 update
hello, Could we have an update on right management for projects ? read only for specific users, … right management is perfect for deals or accounts, but there is nothing related to projects .
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How to update data on a deal without creating a new deal
Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at…
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Automation based on Products within a Deal
I would like to create a set of automations that run based on products that are in deals when they are won. However, I cannot find a way to do this. The instant conditions for deals does not include the ability to filter based on products within that deal. The only workaround I have found is to say that the deal price is…
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Duplicate Deals
Is it possible to create a new sub-item under the "duplicate" section, where you not only can see duplicate Contacts, Companies - but also "deals" with the same identical unique name?
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New products Feature Unusable for Large-Scale Customers, and missing the subscription feature
Hello Pipedrive, The new recurring products feature is a huge step backward and makes it practically unworkable for us to manage subscriptions. We manage over 500 subscriptions per month, and with the current functionality, we now have to manually enter every change by adding new products. This means that: Everything is…
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Duplicate a Pipeline
Having the ability to duplicate a Pipeline would be great. Be able to have a copy of the Pipeline with all of the same deal stages. Instead of having to manually re-create the Pipeline and all Stages currently.
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WordPress form integration with Pipedrive and Organization ID request
Hi Everyone, I need to connect our WordPress forms with leads in Pipedrive. We have purchased the Contact Form 7 plugin, but when activating the fields, it asks for the Organization ID or the Person ID, which we do not have. How can we solve this issue?
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Email automation
Hi, I have an email automation project going on and have run into some hiccups. The idea is to import a value from excel into pipedrive as the deal value. This import will trigger an automation which sends out an email to the deals' contact person. The trigger switches on whenever I edit the value of a deal, I have about a…
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Admin should be able to activate automations for their team
I'm new to using PipeDrive Automations. Can someone at PipeDrive PLEASE explain to me, when I as an Admin create an automated workflow that all members of my team must use, why EVERY user has to go in and accept/activate EACH automation??? It isn't their choice whether they want to use it or not… it's our PROCESS that all…
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Webforms don't provide protection against SPAM
Can we use our own forms instead? If so how do we integrate? Pipedrive web forms do recaptcja is not sufficient at all to eliminate spam leads. If you can't implement honey potential or something or give us control to use our forms we need to consider switching CRM.
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Accurate MRR reporting for Tiered Pricing Business Models
With the dropping of support for Subscription Revenue we are now encouraged to use Revenue forecast based on Product only. Our Business Model is an Annual License Fee for Software that often has a Tiered pricing option whereby the price increases each year for the first 3 years than stabilises on that 3rd year payment. I…
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Get Notified When One of Your Email Automations Fails
Unless I am mistaken, there doesn't seem to be a way to set up an alert or notification for when an email automation fails. We rely on this email automation sequence to onboard our new clients and it would be helpful if we were notified if any of these emails fails to send!
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Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
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Activity Quick Note
When calling through a list of organization I often find myself putting the previous call's notes on the upcoming activity's notes section because it's faster. For example, if I have a call scheduled for today, I'll make the call and mark it as done. A new activity window will open automatically and I'll type in the call…
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Account Management After Deal Won
Hello All, I'm curious if there is an optimal method for managing customers' "accounts" after a deal has been won. We are a company that sells cosmetics B2C and also B2B. We primarily use Pipedrive for managing our B2B sales, but once we make the first sale, we struggle to find an optimal way to stay on top of their…
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Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
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Adding/Removing of label leaves a note.
Hi guys, We need notes for everything - we always need to know who did what and when. Problem is, if somebody adds or removes a label, this seems to be the one thing that Pipedrive does not care about. Can we add this functionality? Or have a toggle to switch it on or off, along with probably a dozen other items that maybe…
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How can I sort or reorder my Product Variations?
I initially posted this as a suggestion, but maybe I'm missing something. Is there really no way of sorting or organizing the Variation list of each Product? I have over 30 variations per product, and since they are sorted by creation date, it's really hard to find them in the "Add product to deal" screen. This is creating…
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How can I move a deal from one pipeline to another using automation?
Hi I have created a renewal pipeline. When a deal is closed-won, I want to automate the creation of a new or duplicate agreement in the pipeline. Do you know how I can do that?
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Raising Projects from Deals but the activities don't link
Hi. It might be user error but we create Projects from Won Deals using the Project templates. When we do this, the activities save but they don't link to the deal, just the project. Is there a way that when we create a Project from the deal, it automatically links to the won deal?
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Import CSV Call records as activities and link with person records?
I have a csv file of phone records. The file does not contain the names of the contacts. I want to import the call records as completed activities and associate (merge) activities with existing contacts. Is this possible, and if so, how?
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Product recurring feature is not good for reports or handling subscriptions
Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…