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Automation History Field for Deals/Contact
Currently automation history doesn't show for which deal/contact that automation is running making it so hard to find out which one to stop based on already taken action from automation. Like I am sending sequence emails to leads and wants to stop it once they respond or deal is won. It would be great if this feature…
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Web Forms to update customer information only (no new deals/leads)
Hi, In our site, we need to create a form to capture and update customer information that we need to save in PipeDrive. These customers already have leads/deals going on in PD, so we don't need to create new ones. All we need to do is to update their profiles. Is this possible with PD's web forms? If it is not, are there…
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Multiple Calendar Integration
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
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New Outlook no longer has 'folders'...
For Contact sync, in Pipedrive you can select with all your contaacts, or a 'folder' subset. This made sense in the old outlooks, but the new outlook no longer has folders. The main way now is Categories (or tags). How, if possible, does one focus the contact sync when the folders option is no longer available. Pipedrive…
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Sorting "LABELS" in "LEAD" view.
Need help. How can I sort the "label" options in the drop down menu in the leads view? I can sort the actual leads by the "label" column, but when i'm assigning labels to a new lead, the options are listed in the order you've added them, not alphabetically. Help please.
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Partnership with Zenchef
Hi ! We use Pipedrive to take care of our restaurants. We have a software called Zenchef, that we use to deal with table reservations. Pipedrive receives leads for events or privatisations only. However we would love to connect Zenchef to Pipedrive to sync our contacts database. Here is the person you have to contact to…
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Automations with Project - Activity Dates
would be great if you were able to build an automation off a project Date. it looks like you can do it for activity, deal, org or person. why are projects the bad step child of pipedrive? feels like it should still be free as none of the core functionality has been extended to proejcts.
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Retrieving Won deals
Hi all - Simple question, once I move a deal to Won, can I then retrieve it? For compliance I need to be able to show evidence of a customers consent that I record on the deal - just in case I am audited. Thanks John
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HTML Email Templates
I'd be great if we were able to create HTML email templates so we can send more visually and conversion-centric emails.
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Deactivated products in "Add products to deal" view
Hello, The current implementation of deactivated products in “Add products to deal” view is not suitable for our setup. We are using SmartDocs, and if the user deactivates a product from a product list in “Add products to deal” view, what currently happens is that the product still gets displayed in the product table (e.g.…
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Data Integrations
What integration is best if I want to populate data about an organization - i.e. automatically pick up their address, website, brief description and have it automatically filled into data fields?
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Convertkit integration
Hi does anyone use Convertkit and PD? Thanks!
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Bulk Add a Value to a Data Field (AKA Mass Adding Tags)
Right now when you bulk edit, it replaces the current value, but what if you can add another value to it so you have multiple values in your custom field that looks like this. Here's what it could look like... The system is already capable off adding values when merging contacts, so why not have this feature be added when…
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Multiple task scheduling
Hello, I've just started to use the feature for creating the same task on several and different deals (see the picture below) and I noticed that the object of the task created is the COMBINATION of the Deal subject + "what I write in the subject field of the task I'm creating). Again see the picture below: As you can see,…
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Reseller API - for creating new subscribtions
Hi all, we're Pipedrive Premier partner. I would like to ask regarding Reseller portal's API to create registration of new accounts automatically. We've launched our own landing page for registration to Pipedrive - so when someone is interested in Pipedrive, they fill out our form and we make qualification call and show…
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pin note to deal via API request
Hi, Currently there is no option to pin a note to a deal via the add note, or update note API calls. Can this be added ? Thanks, Tzvi
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Admin sandbox and test account
Would it be possible to have a test account (eg. separate to my admin account, so I can view changes as a user) and an admin sandbox area for developing and testing set-up updates before rollout. NB: I know there is a developer sandbox area, but I'm talking about something an admin can use for testing new set-up changes…
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Sorting from A-Z
Hi there, It would help a lot if I could sort lists from A-Z. For example: Projects > list. There I would like to sort my contact persons and/or organisations from A-Z. Would that be possible to add? Thanks in advance!
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Visibility for scheduled emails
I'd love for other users to be able to see my scheduled emails. I often work with others on the same deals, and they need to be able to see when an email is scheduled. Thanks!
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Contact photo enlargement on the iOS app
Similar to using LinkedIn, if you click on a contact's photo in the app you should be able to see a ~full screen pop up of the contact. We have older staff using the app and it's difficult for them to see the photo. The web platform already does this, which is great. Needs to be in the app as well. Thank you.
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Sync deleted emails
We would love to be able to delete emails in Pipedrive and have the emails also be deleted in our Outlook. This would be more efficient rather than having to do it twice. We really enjoy that our emails are synced, however, this would elevate it even further.
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What's the status? Request to allow updating of an activity w/o notifying guest
Hello, I've made this request multiple times. We sometimes need to make a minor update to an activity for internal purposes only. Thus, we do not wish for the invited guest (our customer) to receive an update because it is confusing for them. PLEASE let me know when we can expect this. Many other platforms provide the…
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Adding a customer logo to the organization overview
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
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Be able to set a default activity type
Currently, the default activity type is a "Call". I would much prefer the default activity type to be a "Task". This would save a click every time I create a new activity.
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Automations to cancel when deal has moved stage.
I have all my activities automated and on delayed once marked as done in a stage. But I would like all the automation to stop in that stage, once the deal has moved to a new stage. Can someone please advise?
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Relative Period filtering by (for eg.) last month / quarter / year
I'm using the relative period filters to see all deals won by each owner "last month". I want to see the same figures for the last 3 months too. eg. "last month" currently shows October won deals, and I want to see combined figures for August, September and October. Is there a filter that can do this? The relative period…
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Is it possible for an Automation where updating one Deal, triggers an action to update another Deal?
Hi everyone, We are currently using an automation where we create a duplicate (Onboarding) Deal for an Onboarding Pipeline whenever a Deal is closed "Won." In our business, once we "win" a Deal, it takes 3 months or so to onboard the client and involves several key steps. At various stages of the Onboarding…
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Granting account access for implementation partners
Does Pipedrive offer a dedicated support/agency access feature, or are there plans to develop one? Such a feature would be immensely helpful. Some of the Pipedrive accounts we’ve set up require regular checkups and maintenance. We also run Pipedrive audits. Asking clients to share logins or purchase additional seats for…
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Webinar Q&A: Unlocking Insights: Mastering Pipedrive’s Reporting Tools
Hey everyone, ☀️ Last week, we hosted the webinar Unlocking Insights: Mastering Pipedrive’s Reporting Tools. A big thank you to everyone who joined us! It was fantastic to see your enthusiasm for leveraging Pipedrive’s reporting capabilities to gain deeper insights. As always, your questions were insightful! For those that…
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Can pipeline deals total values be switched back on?
The deals total values at top of the pipeline view have been switched off recently. I now have to click to view. Seeing this info at a glance was very useful to me, and I can't see any obvious benefits for hiding this info. Is there a setting for me to switch it back to permanently visible? Or can this change be rolled…