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Soon in Insights: Product revenue forecast report
To better support our customers who have subscription businesses, we are starting a release for a new report type called product revenue forecast report. The report will be available for companies on Advanced plan and onwards. The report can be found under Add new → Revenue forecast → Product revenue forecast. The new…
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Zapier error failed to create a lead in Pipedrive provided dataset is not valid
Hi, I am trying to set up a Zapier connection from Facebook Lead forms to Pipedrive, and I am running into an error when trying to map custom fields. These are just single dropdown options that exist in the Facebook lead form and also in Pipedrive. The error is: Failed to create a lead in Pipedrive provided dataset is not…
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Checklist / To-do list feature
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
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Customize User Interface (Remove Unused Nav Buttons)
If I'm not going to use the "email" feature, I should be able to remove that button from the navigation bar. The same with "products" and a few others. Less is more and I should be able to only show what I want as part of the system.
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Improved Campaign Metrics (to level with MailChimp)
Some metrics that would hugely improve the campaign analysis process. (MailChimp all of these, bar device tracking + heat maps) Forwarded emails Inbox replies Click map Heat map Device tracking Email benchmarking Content optimiser The ability to view a link in the campaign, and the list of contacts who viewed said link…
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Mail by Phone
Hey Pipedrive Team. How can I make a rule that every new salesman can MAIL by Pipedrive Mobile App with the same SMTP mail that desktop already got.
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Make Emails Private Per Person in Addition to Per Email Account
I email our finance person on a regular basis and don't want those emails to be shared. But I find it time consuming to mark every email I send to the person as Private after I sent it. And I often miss some of them. Is there a way to mark all emails sent to a specific person as private? Another example might be that I…
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Custom Fields - Archiving options inside Multiple and Single Option fields
When using the "Multiple Options" or "Single Options" custom fields in PD, you create a predefined list of options that translates to a dropdown list on a person/deal/organization page. In the current build of PD, deleting an option from a custom field deletes that option from the drop down list as well as deleting all…
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Unclear required field in autiomation
Hi! I am in the process of creating an automation that has the purpose to be triggered when an Organisation Owner is changed so that Contact Owner on all Contacts linked to this Organisation has the same new Owner. I have created an automation for this (see image) but as the step of Action I am forced to fill in the field…
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Additional Labels
It would help if labels could also be added to existing labels: Not replaced, added. Individually, via mass processing and also via workflow. That would be a dream! 😊
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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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contacts prospects
Bonjour , je voudrais savoir comment transferer les contacts dans prospects avec les notes et activité incluse . Comme nous n,avon spas eu d eformation en francais de base car nous avons acheté L'ESSENTIEL certaines de nos collegue ont mis des prospects dans les contacts … merci
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Project Reporting
On the Dashboard in Pipedrive, there is reporting for all functions aside from Projects. I believe reporting on projects such as time in each stage, task completion rate, etc would be valuable for the company to track. Alongside leads, there is great value in tracking how successful projects are.
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Is it possible to add Participants on Leads, or only on Deals?
Hi Pipedrive team! Is it possible to add Participants on Leads, or only on Deals? Our team wants them on Leads as often our first conversation with an inbound lead is a conversation with the referrer (the company's external accountant/CPA) and not the eventual client (the company owner/director). This means we want to add…
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Lead manager - schedule for all sales reps
I need a suggestion on how you handle scheduling for all sales reps on one calendar? We have one person that manages all incoming leads and qualifies them and schedules based on type and availability a sales appointment. So I am looking for what other folks do with this type of scheduling structure.
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Customize 'add product' view in a deal
Many companies have no need for the default fields in the 'add product' view of a deal. Removing irrelevant default product fields from add view within deal (and even adding fields that are important) - commonly 'billing frequency,' 'discount' & 'billing start date' These fields are industry specific to a few industries…
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Smartlyze Beta version is now available - talk to Pipedrive data in natural language
We're launching the first version of our platform that speaks your business language. Ask questions like you're talking to a colleague and get instant, clear answers without clicking through multiple screens and dashboards. Beta Features: - Pipedrive data integration - Natural language queries - Instant business insights…
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Filter Timeline View By Team Member
Our team keeps our emails and calendar views public so everyone can see who has a call or sent an email to a contact or a company lead. Because of this, when we look at either 'Focus' or 'History' in the company or contact timeline, it will show up 4x in a row. This is because most of the time, each team member is cc'd on…
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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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Enable/Disable Email threads
Hi, first of all. I know this article https://support.pipedrive.com/hc/en-us/articles/115004281665-How-are-emails-threaded-in-Pipedrive- and I totally disagree. It may be helpful to see the conversation but it should be able to disable email threads for all incoming emails or at least to manually split emails from a…
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Onedrive integration for any files
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
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Enhancement request: More activity type icons
Hello, can we please have more Activity type icons to choose from? Thank you in advance :-)
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Deal ID visible in mobile app and on deal page in browser.
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
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[Feature Request] Deal URL in variables/fields for emails/templates
Hello, it would be great to have the possibility to insert a link to the current deal in an e-mail template or automation emails. This would allow the recipient receiving a notification (from an automated task for example) to click directly to the deal. Currently, it's not really possible because inserting in an email…
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There should be a preview for group emailing before sending
Hi, I have a short feedback while using group emailing feature. It would be nice to have extra step, where you can check the preview of emails before sending them. Especially when you work with insterted custom fields, it can happen, that something can go wrong or some information is not stored correctly. This would be a…
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Be a Pipedrive Pro: Essential Keyboard Shortcuts you need to know
Keyboard shortcuts are a game-changer; they save time and reduce repetitive work, helping you focus on what matters most: building customer relationships and closing deals faster. Mastering these four Pipedrive keyboard shortcuts will significantly enhance your productivity: 1. Numerical keys 1 to 8 (Go to Section)…
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Can Pipedrive add a team member view filter for Company & Contact timelines?
Does anyone else have this issue? We have our outlooks synced to pipedrive and when we have calls with clients, it shows up multiple times in a company & contact timeline. Since each team member is on the invite - it will record each time on the timeline. Same goes with emails if every team member is on the thread.…
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Administer Automations for all
We're small and scrappy, but one of the most important features for a software tool is the ability for one person to be able to administer items for everyone. For processes and any automations of those processes, it shouldn't be required that a sales person, for example, have the experience and understanding of a process…
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Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
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STOP spamming additional features and plugins and blackfriday deals.
Please start understanding that we are working. We are not here to keep discarding the same message over and over again. We paid for the software now let us work. We get to many popups, pop over, emails with blackfriday and features we can buy or pay extra for. Get with the program of delivering value, not spam me to…