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Link to "Leads" filter to share with team
I came here and found this thread: Which outlines how you can share links to filters, but this doesn't work for Leads. According to the support chatbot: Unfortunately, you cannot directly share a link to a specific filter of Leads in our system. Currently, we have two options for filter visibility: Private (only you can…
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Search between date in api v2
I what to find all persons new to this table between 2 dates with the API V2. End, Start doesn't work and updated_since also
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Placeholder text within Custom Fields
When creating a custom field it would be nice to provide placeholder text which would appear every time the field is presented on an editable screen, just to give some basic example to the end user of what is required. I tend to use required rules and once a field gets to a given status in the pipeline I expect the end…
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Pipedrive Scheduler showing all available sales reps
This is a feature request. With Pipedrive scheduler I'm wondering if there's a way we can set up an interface to show all available sales reps and their available times? Currently it's set up to work on an individual basis, but from a marketing point of view I'm wanting to send these scheduler links out via email and text…
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Different languages for different organisations within one sales pipe
Hi, I'm new to PipeDrive. We have German and International customers. Thus I want to send Emails in German to my German contacts and English to the international ones. Of course, this would also include proper time and date formats. Is that something PipeDrive can accommodate? If yes, is it dependent on the plan I choose?…
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Tired of Manual Proposals? Transform Your Sales with Pipedrive & PandaDoc!
Hey Pipedrvie Community🤩 Imagine effortlessly closing deals faster. This powerful integration empowers you to automate your entire proposal and contract workflow, freeing up valuable sales time. Ready to see it in action? Discover how you can: Instantly generate professional proposals and contracts – pre-filled with all…
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How can I assign multiple products to one contact and view detailed information for each one?
Hi everyone, I work in the insurance industry and would appreciate your guidance on how to manage multiple policies under a single contact in Pipedrive. Example: In March 2025, I sold a client Policy 1. In April 2025, the same client purchased Policy 2. I want each policy to be tracked as a separate deal, and from the…
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How To Nurture Cold or Lost Deals In Pipedrive
To convert cold leads into customers, what you often need is a long-term strategy for nurturing prospects until they’re ready to buy. I’ve had prospects convert into customers after years of being on my newsletter list and receiving our content. In this video, I share some strategies for nurturing prospects over the…
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Display Email Labels in Deal and Person Timeline Views
Current Limitation: Email labels created in the Sales Inbox are only visible within the inbox itself. When viewing emails in Deal timeline views or Person timeline views, these helpful labels disappear completely. Requested Enhancement: Make email labels visible in Deal and Person timeline/history views, displayed with…
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Logging customer events (not rep activities)
Is there a recommended way to log events against a person, organization, or deal/lead? For example, I would like to log an event against a person when they register for a webinar. My ideal is that this would show up in the feed like an activity, but it would be automated with structured data.
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TREATMENT
In TREATMENT, I upload a .pdf file and it loads, but it doesn't save in the CRM. What I did recently was change my email address for my main account, but the change was accepted. My main email address was yesus3310@gmail.com; I recently changed it to jesusmanuel.teasegura@gmail.com. What should I do?
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Fix clunky deal progression with compulsory fields
Hi All, Love pipedrive - hoping one feature or way it works could be improved - moving deals between deal stages on the mobile app when there is unfilled compulsory stages. This may be a bug as it works perfectly on Desktop - very frustrating in mobile however and dealing with it multiple times an hour every day. Long…
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Threading/link email to specific DEAL
Dear Pipedrivers, I guess we all are big fans of linked emails to our deals BUT I for example have couple clients with who we work on dozens of jobs over the year. If I link the new emails related to a new deal to that new deal all my communications disappear from the previous deal!!! This is far from ideal. My suggestions…
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Deliverability Investigation - PD Campaigns
Our recent Campaign had much, much lower open and click rates than usual - more than half lower than usual, with no visible reason. Same type of email content as usual, same sender, same list. We're authenticated in Campaigns. I'm trying to find out the following information: 1. Where can I find the sending IPs for our…
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How to do a 1-way sync to Outlook calendar
I would like to sync meetings setup in PipeDrive to an Outlook calendars, but not bringing calendar events from Outlook into PipeDrive. Two of our users have sync'd their email to PipeDrive. This results in Outlook calendar events populating as Tasks for the users in PipeDrive. We do not want this to happen. We only want…
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Currency Permissions
I'm a Global Admin for prettymuch every setting in Pipedrive, including Account Settings, but I don't see Currencies in Company Settings. What permissions are needed or is it owner only?
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Let us pin filters everywhere (feature enhancement)
As i saw today, it is possible to pin filters in the deal view. Thats a great feature and it would be perfect to have this feature also in contacts, organizations and leads.
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Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
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Sakari SMS Integration - Managing activities
We integrated Sakari with Pipedrive -using the marketplace app. The timeline display configuration option (in Sakari) was set both as Activity or Notes. In both cases, our sales staff calendars got filled with hundreds of SMS entries. The only option we saw to not fill up calendars with this SMS was turning off the…
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Where can I see my won deals and my lost deals
I mark them as won and lost but I can't find them afterwards in one place
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Create a recurring task
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
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Templates now available in Sequences Beta
Hi community! Our Sequences beta just got even better - we've added Templates! Sequences help you structure, automate, and personalize your deal follow-ups, ensuring no important touchpoints are missed. From templates, you can quickly create consistent and professional playbook, saving time and boosting your productivity.…
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New to Pipedrive? Here's the Essentials course you can't miss
Unlock your sales potential with this clear, concise introduction to Pipedrive If you're a Sales Development Rep or Account Executive looking to hit the ground running with Pipedrive, this course is for you. Sign up here and discover everything you need to manage leads, deals, and daily activities like a pro. No fluff,…
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Resolver problema nos dados de valor de produto
Olá, equipe do Pipedrive e demais membros da comunidade! Primeiramente, gostaria de agradecer pelo excelente suporte que recebi da equipe da Pipedrive em um problema anterior que enfrentei há alguns meses. Tudo foi resolvido com muita eficiência! Hoje venho sugerir uma melhoria relacionada à exportação de dados dos…
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Additional Activity icons
Additional activity icons and/or the ability to upload custom icons may be nice. The activities feature plays a key role in making pipedrive a more useful 'system of action' for prospecting and internal transfer of duties for shepherding deals through the sales process.
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Audit Log Retention Extension
Hello! I propose that Pipedrive give the option for audit logs to retain for longer than 60 days, bumping to 90. Companies that comply with NIST 800-53 framework, such as ours, require that Audit logs retain for at minimum 90 days. In order to fully comply with our internal security standards, this would be hugely…
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Generate a link for a web version of an email campaign that can be shared externally in Pipedrive
Currently, it's not possible to generate a link for a web version of an email campaign that can be shared externally in Pipedrive. It would be nice to have a feature to create a shareable web version of the entire campaign after it's been sent, so we can use it online, share with our clients and other platforms.
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Automating Double Opt-In
Hi all Is there a way within Pipedrive to Automate Double-Opt in Emails to be sent when a new Person and Lead comes in? I'd have this under a particular tag as it would only really be those who have opted in for marketing based on our lead gen forms on Website, Facebook/ Google/ Linkedin forms. As I understand it now, I…
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🚀 5 CRM Challenges You Might Face When Starting Your Business (And What Helped Me)
Hey everyone 👋 I'm Edu, Customer Success Specialist in Pipedrive. I've been in Support before and I've already been in the situation to not understand a thing about CRMs. If you're just starting your own business and diving into the world of CRMs, I wanted to share a few things I’ve learned along the way. When I first…
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Sales Made Easy: Pipedrive Automates Meetings to Deals!
Hey team! Want to make your sales work smoother? Pipedrive can help! You can set up Pipedrive to automatically turn new meeting bookings into sales deals. This saves you time and keeps your sales process super organised. How It Works (The Simple Way) Imagine someone books a meeting with you using your Pipedrive meeting…