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Boolean: True / False Fields
I'm 100% sure I have to be missing how to create a true/false field besides a dropdown field that contains true and false values only. Can someone please tell me how to create a boolean true/false field? Thank you!
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Notifications - Close button
Hello, it'd be a nice have being able to close the notifications that pop-up in the bottom right corner when any update is performed wherever.
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Include Projects in reports / dashboards
Hi It would be really useful to display dashboards for our projects now we have launched this for our project management. Even just a view of the project board would be great.
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Address Field NEEDS Zip Code!
I've been using PIpedrive for 10+ years, and the address validation that occurs during entry is great -- except it doesn't display the zipcode unless you start to type it. The funny thing is the Zip Code is decoded and stored the the deals table custom field, available via the API. I need it to display in the field for…
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Email: Reply on top / Send button always visible / Cmd+Enter to send / Move tools above typing pane
First of all, I love PD and have been using it for more than 5 years. Yet, there's a few things that have always driven me nuts. Here's a few of them pertaining to emails. Whenever I want to reply to an email, the reply pane ends up at the very bottom of the screen, below the messages. The send button often ends up out of…
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Can we CC on Group Emails
Is there a way we can CC specific additional personnel on Group Emails in Pipedrive
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Is it possible to create a general signature for every user?
I would like to create a general template for a signature in Pipedrive where every employee only has to change their name and title and phone number. The Pipedrive email tool is also unable to fully put in the signature we use due to the limited editing options (font, font size, tables) etc.. I would love to have more…
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New: Speed up your LinkedIn prospecting with Surfe
Hey Pipedrive community! Capturing LinkedIn lead data should be easy. Save time manually switching between tabs and bring your CRM straight to LinkedIn with the Surfe integration for Pipedrive. Try it today using the link below to get two months free: Try Surfe free With the Surfe integration for Pipedrive, you can qualify…
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Add another status (won/lost/open) Need No Bid
How do I add another option to 'status'. Need to add No Bid to the Won, Lost and Open options.
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Edit data fields in leads table views (like you can for deals/contacts/orgs)
Currently, when you want to edit data fields for leads you have to click into the lead before you can edit the field. In the deals view (and also contacts and orgs views) you can edit the deal data fields from the table, not having to click into each deal. This is much faster and more efficient for editing deals quickly.…
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Overview of all customers that we have sent a esignature request via Pipedrive
Hello, we are using the esignature feature in Pipedrive. Can we export or filter for a list of all customers, that received a request to sign a document via the esignature feature?
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Better Contact Timeline
Hello, I love the Contact Timeline feature because it helps put things in perspective. Currently the contact timeline only shows future events if the 12-month option is selected, and even then, it only includes events from the same year. It would be very helpful if, along with past events, we could also see future planned…
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Calling pipedrive to display a record using a URL
HI, is it possible to call pipedrive to display a record? Our phone system can make a single call, it has to be a URL, not a program. I can call the API and get the JSON record, but can I call pipedrive just to display the record instead? Using this will call, will display the JSON. How do I call it to get it to dsiaply?…
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Wait For Condition Time Extensions
Hi All, I was wondering if anyone else has an issue with 'wait for condition' in their automation with them being to short. With a max wait time as 5 working days (or 7 including weekends) i personally think this is too short. For my automations, sometimes i need longer than the max time for my automations to work. I…
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Duplicate email templates
I'd love to be able to duplicate email templates. Often I have a number of templates which are very similar but worded a bit differently for different purposes / lead types etc. Currently I have to copy and paste the whole thing into a new one... to be able to quickly duplicate a template would be amazing.
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Names displaying incorrectly after Zapier automation
Can anyone help? I've created an automated process going from a Squarespace form that creates a person in Pipedrive, creates a Deal in Pipedrive and then sends an automated email. It all works perfectly to the customer but for both the person and deal in Pipedrive the name doesn't display as normal i.e. John Smith but as…
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People: customizable pop-up
Hi, it would be great if the pop-up showning people's data could be customizable/configurable. In addition to the data shown below, I would like to display the "job title": This would allow me to have immediately a vision of whom to call first. Eg if I want to call the HR director. Presently, this data is not displayed on…
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When I assign a lead/transfer ownership of a lead to a colleague, can an automatic email be sent?
Hi there, I monitor our Pipedrive lead inbox and then allocate leads manually from there by transferring ownership to another member of our team. To notify them of this allocation I'd like an automatic email to be sent to them so that they know they're now responsible. Is this possible in Pipedrive?
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PipeDrive Expert Required UK Based
We are looking for a Pipedrive expert based in the Midlands UK. Please get in touch to discuss
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recherche expert pour optimiser l'utilisation de l'outil
Bonjour la communauté Nous travaillons avec Pipedrive depuis novembre 2022. Nous recherchons un(e) expert(e) Pipedrive qui nous aiderait à optimiser le paramétrage de la plateforme et à améliorer nos process. Nous attendons que cet(te) expert(e) nous conseille et soit force de proposition pour rendre notre prospection plus…
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Email syncing issue when Chinese characters in the subject line
Hi, We are using the Pipedrive API to gather statistics on emails synchronized with the CRM. Unfortunately as we have global customers, we discovered that emails with Chinese characters in the subject line could not be synced, which render our statistics useless. Is a short term bug fixing possible, where for examples…
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How to Pre-fill Pipedrive Form Fields through URL Parameters?
I know this can be done. But not how it’s done in Pipedrive. In a nutshell, I need to pre-fill a Pipedrive from field with a value at the end of the form’s URL like this: [form URL]?FIELD-ID=FIELD-VALUE FIELD-ID being the filed ID/name in the Pipedrive form and FIELD-VALUE being the information I need that field before the…
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iOS Picture Upload - Limited Images
In uploading photos from my iPhone 14 Pro, PipeDrive will only allow me to upload a maximum of 4 images at a time. Does anyone have a solution where more pictures can be uploaded at one time?
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Make deal card customization universal for all users
We LOVE the new deal card customization. It would be great if there were an Admin option to configure the deal card to be the same for all users (versus each user setting it up themselves). We use the pipeline stage view to run a daily scrum with all our users logged in remotely so it would be better if we are all looking…
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Search for deals in deal view
In pipedrive, we do not have the option of using a Deal search within the deal view. In CSM, we have assigned several deals to a customer, which is why it is very helpful to display all associated deals by entering the customer’s name. The only option we have for this is to create a filter. Otherwise, you can currently…
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Sort activities by date and hour
Hi, When i have a prospect, an organization or a deal, i cannot sort activities by date and hour. I would like to define it by default. For example, if i have, i have 4 activities in the same day. I would prefer to have this display: Today 3 PM activity call Today 1 PM activity visio Today 10 AM activity call Yesterday…
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Send and receive Microsoft Teams messages from Pipedrive
Me and my clients do have conversations with their customers through Microsoft Teams and new opportunities/deals come up in these conversations. To save the hustle of importing the whole conversation and details into Pipedrive manually, sending and receiving messages from private and group channels in Pipedrive or seeing…
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Reporting on multiple pipes in the same graph
Hi there, I've split my sales and renewals pipes to ensure I have the right stages per deal. I now cant report on sales and renewals combined, I can only report on them separately. Is there a trick to this or must I continue to display each pipe's $$ on separate graphs?
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Add "Date Entering Stage" to Insights
Please add the ability to use "date entering stage" in insights. This functionality is possible in the deals filters, but it's not available in any of the insights. We are a service based business and have many deals created for follow up or quoting purposes etc that may take an extended amount of time to move forward, or…
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New Products feature: churned label
For the new products features where you can apply subscriptions etc. It would be good to have some sort of labelling system or an indication to a "churned" customer. So the deal is still marked as won because the customer did pay for products, but now they no longer need the product so the subscription ends. Marking the…