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Customize Pipeline order
I build reports to show Deals in all my stages, but the order of the stages are not like the order of my sales process and i cant customize it. When a Pipeline is created it has a ID Number and the reports show the stages depend on the ID of the Pipeline like Pipeline ID 1 → Pipeline ID 2 → Pipeline ID 3….. but this is not…
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Org Chart Visualization Tool
Hello, I created this free org chart visualization tool. You can set up the CSVs in the required format manually or use a tool like Coupler to do it once and get ready-to-use data for visualization. If you are interested in exploring Coupler, you can request a 10% discount code here. If you havequestions or need help,…
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Shortcuts that we need desperately!
Shift-click to select multiple items (Activities, Leads) CTRL+Enter and CMD+Enter to submit/save (Send Email, Save New Activity, Add Deal, etc.) Type date and time freeform rather than having to click the calendar then type time
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How did you solve the problem with multiple brands under one company in Pipedrive?
Description of the situation: I have two brands (currently two different companies in PD) These companies exist only to send emails to clients from different domains (ABC, XYZ) Those brands are selling different products, have different communications, etc. but they are supported by the same PD users (salespersons). For…
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impersonate another user for debugging
Hi I get user saying that have issues and need help solving them, currently they show me the issue, I go away and looking into the problem, them have to ask them to check if its resolved. Can I request a feature for site admins to have a feature where that can impersonate/work as another user so they can debug the issue?…
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Can we actually do drip campaigns in PD?
I thought using the automated campaigns and automations would allow me to set up a basic drip campaign. Update a contact field to the campaign name I want to launch, automations send out a campaign email, wait 2 weeks send out the second campaign email, wait 2 weeks send out the 3rd campaign email, and so on for the 90 day…
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Hide custom fields in Detailed View of Organisation
When I configure a custom field I want to have an option to hide it from the Detailed View and only to be visible in List View, like the different address fields in the Organisation. It is valid for Organisation, Deals and Contact. Some values are only for automation triggers and so on and don't add any value for the owner…
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Report on People
Hey, it would be great to start seeing reporting on People in Pipedrive In some cases data is held against the person as it suits better to be captured there instead of a Lead or Deal. Thank you & apologies if there have been many posts like this before!
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Text Formatting / Spacing Controls in Campaigns
Can you add line spacing options like they offer in Mail Chimp. Like "normal, 1.25, 1.5, double" options for line spacing
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Automate send notification if label is removed
A small step for me, but a giant leap for a lot of users. And it would contribute a lot to process security in Pipedrive: You can create automations when a label is added or changed to a deal, but not when it is removed. Some companies (especially larger ones, with visibility restrictions) mark organizations with an open…
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Meeting schedulder - Round Robin
The option to create a Meeting schedulder with choosen Team Calender integrated, not only one Calender. Just like Youcanbookme or Calendly. It is a must have for Productdemos since there is often one button on the website which leads to a booking page, but what when we have more than one Calender to choose between?
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Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
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Project Filters - Ability to Save selected columns with the filter
The deals has it, but Projects List view really needs the abilities to save a column with the filters, exactly like you can do with Deal list filters.
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Integrating with Otter.ai
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
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Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
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Omnichannel Inbox for WhatsApp, IG & Facebook
Just saw the Facebook integration and it’s great but I honestly don’t understand why Pipedrive doesn’t offer the same for WhatsApp. No CRM has all these channels in one place yet. This could really set Pipedrive apart and make things so much smoother for sales teams. Even as a paid add-on, I think a lot of us would go for…
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10 Time saving workflows from my Pipedrive account
Getting started with automation in Pipedrive can be tricky if you’ve never set up a workflow before. Often clients we work with aren’t sure what’s even possible. Here are 10 actual automations from my own Pipedrive account to show you what’s possible. Hope this helps if you're not sure how to get started!
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Change text color in submit web form button
Hello! Is it possible to change the color of the form text? Look at the attached image. As you can see the text is not visible ... Thank you
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Predefined Date triggers
Hi, I would need more options for date triggers and delay steps in automations: first (work)day of (next) month last (work)day of (next) month in one month Any chance to add these? Thanks, Robert
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Shared Calendar
Having a number of employees it would increase proficiency if we had the ability to have a shared calendar option at differing team levels.
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Adding a customer logo to the organization overview
It is currently possible to add a photo of a contact person of an organization. But it is not possible to add a customer logo to the company where that person works. In this way, the organization becomes more visually recognizable. It may also be possible to make this logo visible in your general pipeline. This also makes…
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Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
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How to reset calendar sync with Google calendar
Greetings, I am trying to reset the calendar sync with my Google Calendar. In the calendar sync settings it shows everything correctly. It also shows that the sync is active. However, it is not correctly reflecting my availability based on what I have scheduled in Google Calendar. What do I need to do to get Pipedrive…
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Inputing an Email into ChatBot
Hi guys, I have a B2B closed area for my clients, and i want to create a Chatbot for them. So i know their name and email and i want my chatbot to get this information automaticly to short the way. Is this possible or is it any workaraound exists?
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Need to be able to edit the list of Industry field values for the organization.
This list of values for the "Industry" field needs to be editable. I work with industries not listed, and I would like to delete some on here that are not relevant.
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Can you limit the access to customer data?
If there is a high security related customer that requires that their organization data, person data and sales funnel data are to be restricted for a specific user group, can you somehow still use Pipedrive for the funnel management of that customer?
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How do I modify the list of Industries in the organization in a lead?
When I enter a new lead or organization there is a default field called industry, and it has a predetermined list of industries to choose from. How do I edit this list? When I go to the data fields in company settings there is no list, and it indicated I can access or change some things, showing a circle with a slash…
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Adding customer specific products
Hi , so we have some products that are only for specific customers. I am told that this option is not available and a change request will be submitted for review. In the meantime i wanted to see if anyone else has a workaround for this. We would like to tag a certain product so it only shows in the products drop down for…
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If Then Statements?
I'm trying to build a custom field with a IFF statement….not sure if this is possible in Pipedrive. Basically if the Deal Orgin is X then multiply deal value by 123, if not then mulitply deal value by 234.
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Emails should automatically be counted as activities
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.