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Creating Multiple API Keys with different permissions
I want to be able to create multiple API keys with different access permissions so that I can provide different keys to different external tools. E.g. one tool would access our data on a read only basis and the second on a read/write basis The current setup does not allow multiple API keys to be created and only maps the…
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Project End Date
In Deals you have Estimated Close Date, and if you select that in the Customize Deal Card, it will be shown as DD-MMM-YYYY. Project End Date is shown in the Project Board View, but only as DD-MMM. YYYY, year is missing. Please add year in the Project Bord View as DD-MMM-YYYY.
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Customize deal card in Pipeline Forecast View
In the sales pipeline view you can customize deal cards. It would have been great if that configuration also were valid for the Sales Forecast View, so you can see more information in the deal cards in Forecast View.
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Editing a Product's Price
I always find the navigation for things really hidden. It is usually hidden under My Icon > Account > Company Setting > Maybe data field or maybe not. I get crazy frustrated at how non-intuitive it is. Especiallyu if it's something aI rarely use. For example, I set up a product and I cannot find where to edit the price.…
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Add "Related Companies" to Filter options
Using a filter for Organizations, I would like to add "Related Companies" to the filter so I could then export that in a report. According to PD, it's not currently possible to directly filter related organizations in the list view or add them to a filter for export. The AI Bot suggested : "using an API endpoint to…
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Colorizing activities in Calender view
Hello community and Pipedrive! I suggest adding a colorization feature to activities in calender view. For example possibility to give a color for activity A, another color for vactivity B, a third colr for activity type A, a fourth for acitvity type B, etc. Thanks for reading! Regards Carsten
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Compare sales from 2 periods of time
Hi, I've seen this question many times from 2021 and still not answered. Pipedrive, could you please add this feature in Insights; comparing sales from 2 periods of time (ex: sales January to December 2023 versus 2024 in a graphic). That would be helpful! Thank you! Martin
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Is there a bug with Calendar Sync and user settings?
We are onboarding our sales team, and I had restricted Account Settings from their user access. This makes sense, because we don't want sales users to change company settings. However, I ran into an issue when they tried to sync their calendars with their Microsoft 365 ones. They would try to sync their calendar and get an…
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Organisation - Details - Phone
How do I add a phone number to an organisation that is not listed in the drop down?
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Email template deal (Required)
Hi all, I'm setting up an email automation based on a label that has been changed to "XXX." However, every time Pipedrive asks me for the "Email Template Deal" (Required), it appears empty. Any thoughts on how to override this?
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Sales Inbox - Keyboard shortcuts and fewer clicks required
Hi Pipedrive team! Sales Inbox is a great concept, but if it is 2 to 3 times slower to process an email inbox than something like Gmail or Outlook, it reduces our team's productivity and creates resistance from the team to use the Sales Inbox in Pipedrive. Pipedrive has got to be the shortcut (the fastest way), not "the…
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Leads Inbox: allow editing by clicking in the cell in the table view
The leads inbox really needs some updates to make it easier to use. Each cell in the leads inbox table is highlighted on hover, making it seem like you could click in the cell and edit the value, which would be a great feature so that we could update them easily. But, you have to click to open the side panel, then click on…
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Email open notifications
"Hi community, I need to know if any of you experienced this: when more members joined your Pipedrive sales team, the notifications for email opens and clicks sent from the CRM got deactivated. This happened to me and the rest of my team with the new additions. However, I have everything activated in settings and the sales…
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Create an Organization Report
I'd like to create a separate report or database of total companies with less than $1m in sales , can someone help me with how I can parse this data? Thanks
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Projects & mass import
Hello, I would like to mass import projects like i can do with deals, activities, organisations etc. which i cannot do right now Is a development planned ?
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Leads from Website - Leadbooster?
We're a new client considering a switch from Hubspot to Pipedrive. One of the items we're trying to figure out is how we get Lead Information from our Wordpress website into Pipedrive. Hubspot did this automatically (even with their free tier) by embedding some information on our website. It seems like Pipedrive requires…
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What if you could get answers from your data instantly—through a chat?
Hi everyone! 👋 I’m working on a new platform https://smartlyze.pro/ that brings your data from different tools into one place and lets you interact with it seamlessly through an AI-powered chat assistant. Here’s the idea: Imagine having data from your CRM, email campaigns, task management tools, and calendars all in one…
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Emails linking incorrectly
My emails keep getting linked to the wrong account. They will come in from one person about a second person and get totally linked to the wrong different person. A have sent 20 or 30 screen shots to support and all they can say is 'this happens sometimes'. Not an acceptable answer, Anyone else had this issue and i there a…
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Filters Improvements: Create multiple "OR" conditions groups
For those who know Airtable, it would be great to have exactly the same filter capacities. A group for a sequence of "AND" conditions (already OK). Then multiple "OR" conditions groups (not OK today. We can only have one group). Here is an example to illustrate how it is on Airtable: Today, Pipedrive is so limited with…
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Sending several documents at once to the same client.
Hello, I would like to know if it is possible to send several documents at once to the same client. This would help streamline the process and save time. DocuSing has the envelope functionality but i dont know about Smart Docs Could you please let me know if this feature is available and, if so, how to use it?
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Project tasks
It would be helpful for Project tabs to show up in the Activities tab so that we can go down the list of tasks each day and do all. Having to go through each individual tab is cumbersome.
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Recurring Activities on Calendar!!
It would be great if the calendar had an option to add recurrent activities! I struggle a lot with this because some times we need to add a recurring activity and need to add it manually. For example, if I need to add to my calendar a meeting with a client that happens every Monday of each week during 6 months, I have to…
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Looking for tips on Lead Tracking & Reporting
Hello Pipedrive community - I've started a role as New Business Director with an agency, where I am responsible for finding new business from existing clients and new business from new/targeted clients. I've aways used Salesforce in the past, so I'm trying to get ideas of best ways to utilize the "Leads" tab in pipedrive…
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Why is'nt a form included in the Campaign package?
I would like to share some feedback regarding the Campaigns package in Pipedrive, particularly concerning the lack of a form feature to help grow newsletter subscribers. Many email providers offer a built-in form option as part of their standard package to make it easier for users to collect new subscribers. However,…
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Automatic EXPAND the NOTES in the Deal History
Hi all, It seems that Pipedrive has changed the behavior for the presentation of Notes in the feed of a Deal History - now by default they are collapsed, meaning to see the notes and quickly get up-to-date with the Deal's status you have to do extra clicks (sometimes in several Notes until you find what you need).…
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Detailed Opened Email Report
I am surprised that this does not exist… I need a report that I can use that will allow me to select an email title and provide me a detailed report of who has opened it and how many times. I must admit because of the pop ups I get with this info, the fact it's not available as a report was a little surprising. I was just…
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Can email campaigns be used for transactional emails to customers?
Can email campaigns be used for transactional emails to customers? If not, are other Pipedrive users using completely different email tools for transactional outreach to their customer bases (e.g. system status notifications, planned downtime, etc.)?
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Syncing Shared Contacts
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…
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SmartDocs Custom Message
It would be great to have the custom email message stored in the deal history, as the message may sometimes contain valuable information. Currently copying and pasting the message as a note is a workaround.
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Automatic Assignment by weekday
It would be nice if we could auto assign or round robin assign Deals to specific users based on the day of the week. Not the date, but the actual day (i.e. Monday, Tuesday, etc.). I want to set up a rule for this scenario: Condition - new deals created on a specific day of the week, like Monday. We have 3 out of 5…