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Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
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Smart Contact Data - ability to copy / transpose to contact details
When you use the smart contact data lookup, there is no easy way to add smart contact info to a person's contact details, i.e. copy it from the smart info box to their actual saved contact details. This would make this feature so much better. What are your thoughts?
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Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
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Organization not transferring when moving from lead to deal
Hi. This seems like a newer issue that I'm having and I'm wondering if anyone could give an idea or two on where I could look to fix this. When a lead is created, I also create an organization and person. No issues. They all show in the proper place. However, when I attempt to change a lead into a deal, the organization…
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Emails from Pipedrive to HubSpot
Hello there, I'm migrating from pipedrive to HubSpot and even though via import it brings some emails, it doesn't do it with all of them. There are limits on what gets synced, especially with retroactive emails. They say it's because of the way pipedrive stores emails but I don't understand. What do you recommend?
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Best telephone integration currently being used?
I'm currently with Nextiva and trying to integrate Pipedrive. Nextiva's service is dismal, and I'd like to change. I'd like to hear back from users of other phone systems since I need to leave Nextiva and move to a reliable system with good service that integrates with Pipedrive. I'm all ears! Thanks!
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Compare data with previous years in insights feature
It would be really helpful to compare data in one overview. For example, compare the amount of deals created per week this year to the same date last year. As I am not mistaken, this is currently not possible to visualize in one graph.
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How Do I export all of my contact data including notes all at once?
I can't seem to find a simple way how to export all of my contact information including the notes in one simple step. Can someone guide me on how to do it? Thank you.
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number formatting
When a custom number field is utilized one should be able to format it to show thousand designator comma currently 111909 looks like this needs to look like this 111,909
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Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
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Threaded comments in Tasks in Projects
We are implementing Pipedrive Projects and our team feels that the Notes tab is not very relevant or useful, because they need to make notes in relation to specific tasks. They would like a Comments feature to be added to Tasks, placed beneath the Description field. Functionally, it can work just like comments currently do…
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Set Working Time on calendar view
Is there a way to set working time on the calendar view? I don't need 12AM to 12PM. And it would display more of the actual working day so you would have to constantly scroll down to see normal appointment times. Thanks
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Pipedrive push notifications don't work with Zapier
We have been using Zapier with Pipedrive to create Deals, Persons, etc. But the push notifications to the app just don't work… I'm sure the issue is because the even is created from Zapier instead from the Pipedrive app. Any suggestion for this? We don't use Slack
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Save the sorting on reports in dashboards
Would be really great to be able to save the sorting of a report in a dashboard. My use case is in an activities to do list dashboard but right now the automatic date sorting is in the wrong order! Seems a simple fix to an annoying problem!
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Contacting Customer Support
It has been more than two weeks and cannot get a response from customer service. just the Bot and that is not helping. Has Pipedrive gone to the Highest payer gets help model?
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Include "Emails Sent" In "Last Activity Date" column
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…
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Add a Central Dashboard to Manage Labels & Email Folders for Organisation
It would be really helpful to have a central dashboard where users can easily manage all labels (e.g. for deals, contacts, organisations). Right now, labels can only be edited in specific views and the process feels a bit limited. A dedicated area to view, rename, delete, and organise all labels in one place would improve…
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Gemini API access
Not being much of a tech person, I wonder if it is possible to give Gemini access to Pipedrive data using the API? For Google workspace users, Gemini can access a lot of data it needs to function as a more useful assistant. For me, as a freelancer, it would be great if I could also ask Gemini about my client data stored in…
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Contacting the support team in Pipedrive?
How do I contact the support team at Pipedrive? I dont want to chat with a pipebot! Br Niklas
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Servicio al cliente
Ayer estuve desde las 18.00 pm esperando una respuesta del servicio técnico porque no sabía si tenía de contratar otro pesto o hacer un upgrade solamente de mi suscripción. Esperé pero nadie me contesto así que intentando averiguar he contratado una cosa que no me sirve para nada porque lo que tenía que hacer era contratar…
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Seperate Emails with Different Subjects Being Merged
Seems like others have had this problem and it was never addressed: https://community.pipedrive.com/discussion/11699/separate-email-conversations-being-merged-together I change the subject line in gmail so that it will create a new conversation thread in pipedrive and it still connects it to the old thread. I think it must…
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Email all Deal Participants?
Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
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Duplicate Contacts ~ Across System
Our business is a little unique ~ We have companies that the same person will actually work for (3) or (4) companies and he has the same email and contact information. What's a good solution for that situation?
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Activity Filtering in History
It would be really helpful if we could choose to view specific activity types on a contact cards history. It gets frustrating to try and see what tasks have been completed when there are hundreds of phone call/ sms activities. Why are emails broken out but calls/ sms/ other activities aren't?
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Get insight in performance of mail templates in our funnel
We do sent automated mails (using the automation tool) to our leads at specific moments in our funnel. For now, it is a black box to us how certain mail templates perform. I would really like to have an overview on how certain how well a certain mail performs (open rate + interaction). I know this is possible in the…
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Move deal to pipeline help!
Hi guys, I am new to this and am struggling with some automations. Basically all I want to do is when a deal is marked as lost. wait 90 days and then re-enter a pipeline again as a deal so I can repeat the sales process. I can not seem to see "Move deal to stage" or "Move deal to pipeline". Any help would be great! thanks…
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Email signature disappears when sending an email based on a template
Sending an email based on a template and my signature disappears. Any advice ?
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Better note editor
Hi! Everybody in my company is complaining about the note editor in Pipedrive. They all ask to integrate Pipedrive with Notion, but I would really like to see Notion-like functionalities in the notes object in Pipedrive
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Is there any plan about Google AI integration?
Hi team, We are Pipedrive’s partner in Taiwan and have also been a Google Cloud partner for over 10 years. Our core service is helping Google users make the most of cloud tools. Among the CRM options that integrate well with Google, Pipedrive has always been our top recommendation. Recently, some of our clients have…
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Feature Request: Highlight Selected Row in List View
I’d like to request a small but impactful usability improvement: the ability to visually highlight a selected row in the list view (e.g., in the Deals or Contacts list). This feature would be similar to how Excel or Google Sheets highlights the currently selected row, making it much easier to stay oriented—especially when…