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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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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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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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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 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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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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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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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…
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Connecting married contacts
How do I connect two contacts that are partners? How to connect two contacts into a deal?
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SmartDocs/eSignature : Need Direct Signature Link for Pipedrive SmartDocs without Email Notification
I'm using Pipedrive as my CRM but sending quotes through PandaDoc for a critical reason: PandaDoc gives me a direct signature link I can embed in my own personalized emails. I'd love to use Pipedrive SmartDocs for my quotes with eSignature, but I'm facing two issues: SmartDocs automatically sends signature requests via…
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Smart Docs e-signatures - a link requesting a signature
We love Smart Docs e-signatures, and we have a suggestion. It'd be very useful if the view-only link for proposals could be either modified or augmented with an option to send just that link to trigger a signature. Proposify offers this feature and it's something our reps use all the time to reduce friction in the signing…
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Support with setting up flows
Hello< Just signed up for pipedrive. they promised a tech to help us set up all our flows and get pipedrive ready to roll. But now that we've purchased pipedrive no one seems to know what we are talking about. We can't seem to get ahold of customer service. This is turning into a nightmare quickly. Can someone help or show…
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Top WordPress Plugins to Integrate with Pipedrive
To this day, WordPress remains a popular tool for building websites. Add a simple web form, and you get a powerful and inexpensive lead acquisition tool that can be integrated with Pipedrive to keep your pipeline updated in real time. Read on to find out the five most popular methods to integrate Pipedrive with WordPress…
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Automations for welcome emails
Firstly, your lead forms aren't usable as they have a "please don't submit credit card details" stamped on them. This makes no sense as we're a creative agency asking people to subscribe to our newsletter. I want an email address and consent, not bank or credit card details. Apparently this is a GDPR stipulation that can't…
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Bulk Delete Multiple Filters
I wish we could delete multiple private filters at a time
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Query Regarding Person Search API
Hi there, I was wondering if there is a way to retrieve the first and last name directly from the Person Search API request ({{baseUrl}}/persons/search...). Additionally, since I can obtain the primary_email, is there a way to retrieve the primary_phone as well? Also, is the primary_phone always the first entry in the…
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Audio possibility in campaign emails
It would be nice to have audio possibility in campaign emails. Nowadays people like to listen the content rather than just read it. Just add function to upload audio file and play it by clicking a button.
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White label?
Hi - love pipedrive. But we need white label. Talked to Pedro in support - very helpful - and he says this is not available. Are you planning on developing this and when would it be ready?
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Adding commissions line item to products
Please add a line item, like you did for taxes, for commissions on products. We are in the travel business, and each product we sell has a different commission. The commission is our actual revenue so we can't accurately calculate this now without a special field and a lot of extra work. We want to track commission and the…
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Predefined drop-down from the customer landing page with pre-selected product
The option of a predefined drop-down from the customer landing page with pre-selected product in the Pipedrive forms. I have customers with a form loaded with the selected product on the website. From here, it would be nice if this product could be tracked in the Pipedrive lead/deal, not as an open field depending on the…