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Colorizing activities in Calendar 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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Keyboard shortcuts for Email Inbox
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 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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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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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…
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PandaDoc Automation
We are using PandaDoc to send our Quotes to customers. We have a very detailed and unique quote for each customer. I would like to automatically update a Deal when all parties have signed the PandaDoc file. Currently I do not see any PandaDoc triggers for Pipedrive. I don't want to pay for 3rd party (Make, Zapier, etc) for…
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Data Import Question - Are Email Addresses Handled Like Phone Numbers?
From this KB article: https://support.pipedrive.com/en/article/importing-advanced-mapping Mapping phone numbers When importing your contact's phone number, you have the option to select the phone label you want to map to Pipedrive. If you have multiple phone numbers for a contact, you can map the phone field multiple…
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No-Show report
Hi guys, Can i create a report that will show me the ratio between those who booked a sales call and those who did no-show? if so, how can i create this report? i couldn't find the way to implement it I will be using a custom field for it. Thanks
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New Feature for Smartdocs | Presentations
Dear pipedrive team, unfortunately, with Onedrive it is only possible to edit documents. The web version of Word is unfortunately very poor, so designs using images are very limited. Presentations and spreadsheets can be used as templates via GoogleDrive. Microsoft offers the possibility with PowerPoint, but unfortunately…
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Webinar Q&A: Boost Your Prospecting Strategy Using Surfe X Pipedrive
Hi everyone! ☀️ Last week, we had the pleasure of hosting the webinar Boost Your Prospecting Strategy Using Surfe X Pipedrive. A big shoutout to everyone who attended - it was inspiring to see so much interest in optimizing prospecting workflows with Pipedrive and Surfe! We received some great questions during the session,…
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Could there be an "OPEN DETAILS IN FULL VIEW" option for the Deals, Pipeline view page!
As on the activities page, we'd love the "OPEN DETAILS IN FULL VIEW" option to be available so that we don't have to click into the deal or open a new tab to access the deal. Reason for this is we're looking to transition to following up on our Deals in the "Deals, Pipeline view page "instead of the activities page. I'd…
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Need an Option to "Exclude from Changelog"
It would be very helpful if there was a Field setting that allowed us to "exclude from Changelog". The Changelog is an awesome tool. I rely on it A LOT to see the history with a record. But, we do have some data that is sensitive in our CRM. And when a contract ends, some of this data needs to be wiped from our systems. Of…