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🚀 LeadOn is Coming: Sync WhatsApp with Pipedrive Effortlessly!
📢 Attention sales and customer support teams! A game-changing tool is about to launch. 🚀 We know how frustrating it is to copy and paste information from WhatsApp to Pipedrive manually. That’s why we’re introducing LeadOn, a powerful solution that lets you: ✅ Sync WhatsApp conversations directly into Pipedrive. ✅ Save and…
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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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Add checkbox to select deal cards for bulk actions
Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage. For example, I am looking at my deals by card view and I want to send a group email to a…
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Full Month Calendar View in Activities
Really need this feature.
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On the nearby products map, enable the ability to display only active products
Currently the map shows both active and inactive products, which makes it less effective. It would be a good idea to have some kind of filter that would allow you to view only the active ones or the inactive ones or both.
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How do I send an email to a standard emailaddress within my company when a deal is Won
When a Deal is Won, I want to send an email to an internal email address. When I look at automations the only option I have is to email to the email address that is connected to the Deal. KR Bas
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Trigger actions stop whole automation?
Hello Just starting using Automations and want to trigger specific actions but not stop the workflow overall. I get the impression that if a trigger is not fulfilled further up the automation it will not miss ONLY the subsequent action and then move on,. but will stop the whole flow? For example: Trigger action: If deal…
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How can I book a call with pipedrive support team?
I needed to book call with suport team , how can i do that ?
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Profile Phone Number (** singular **) in automation
Hi, it looks like PipeDrive stores multiple profile phone numbers under the person phones fields. Is there a way to retrieve only the first listed phone in an Automation? I'm passing this data to an external service for a more complex flow, and when I use the person phones fields, and if the profile has more than one phone…
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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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Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
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New Action in Automations: Change Marketing Status
It would be great to have a new Action in Pipedrive's Automations that allows users to change the Marketing Status of a Contact Person. For example, when a Deal is won, an automation could be triggered to update the Marketing Status of the associated Contact from "No Consent" to "Subscribed". Currently, there is no way to…
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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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Allow for "Pin" option when bulk importing notes
Recently I bulk imported an important note for a couple thousand orgs, and I found myself wishing that we had an option to pin these notes as well. I don't believe this is a current capability, let's get this created!
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Rotting Days resetting with field updates or client communication
We uses pipeline stages to track deal progress and the rotting days would be helpful apart from the fact any minor update in a deal, or communication sent, resets the rotting days. This might be specific to how we utilise the pipelines though would love suggestions from anyone that has encountered a similar challenge and…
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Reclamação
Quero deixar registrado a minha insatisfação quanto ao uso de uma ferramenta basilar, que é a organização dos contatos no negócio por ordem alfabética. Em solicitação de informação ao suporte técnico, fui informada que o uso desta ferramenta está disponÃvel apenas na versão em inglês, o que é um absurdo, visto que o CRM é…
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Ausgeschiedene Mitarbeiter
Es wäre hilfreich, wenn man die ausgeschiedenen Mitarbeiter kenntlich machen könnte oder mit einem Datum, wann der Mitarbeiter ausgeschieden ist, sperren könnte.
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Where can I find an expert Pipedrive consultant?
I think my install of Pipedrive has become a mess. Where can I find an expert consultant?
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Events are not activities: getting rid of the need to tick calendar events in Pipedrive
Hi there, Signed up today due to a sales programm where the advisor told me to do so. I'm amazed how Pipedrive lacks features I thought where basic and that I benefit from in Zoho CRM. One of them is to treat events differently than tasks. Events are in my Google Calendar. They are how I spend my time: meetings, piano,…
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Projects Tool - Available for Mobile?
Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.
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Printing Deal Sheet
I used to be able to print my Deals sheet. Now is only prints the screen view. How do I print the screen image when it is multi-pages?
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close button not working
Close button does not work. anyone have the same issue?
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mass editing labels or custom fields with multiple options
If you create a custom field called tags, and add options - you have a pretty decent tagging system. More or less the same as the "Labels" option which has the possibility to add multiple labels per contact (as of last year). The problem with both approaches is that you can not do any mass edits. If you do a find and want…
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Portal Customer
This is is a must have!! why we do not have it???? https://www.hubspot.es/products/service/customer-portal
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Better formatting options in Campaigns module
Currently when creating an email template in the Campaigns module, there is no ability to create bullet (dot) points?! Please improve the formatting options available in Campaigns.
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Syncronize the archive email in Gmail
Would it be possible for the next version of Pipedrive to syncronize better with Gmail ? Currently when I archive an email in gmail it doesn't get archived in PipeDrive. Could it be possible to developp this feature in the next version ?Â
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Insight Report & Dashboard Auto-Send
Almost every time I show someone Insights reporting, they ask the question, "Can this be sent to my inbox weekly/monthly?" Folks are used to having this feature in other systems, like PowerBI. It would be great if we could automate the sending of a snapshot of the Insight report/dashboard, or a link to the…
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Allow conditional operations(e.g. IF) in the formula section of calculated fields
Currently Pipedrive calculated field returns an error if one of the components of the custom field involved in formula is blank. There are use cases where I want the custom field value to be treated as 0 in case it's blank & have to bulk edit value to 0 for such cases. Or a functionality where I can set the default value…
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How to Contact support - Via Email Best
The support bot is less than useless. I am looking to find out why I have not received my reward for filling out the recent survey. This is not the first time I never received a reward. You'd think I'd leaarn
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Activities Performance Report based on several subjects
Hi, It would be great that you could create a activites performance report, were you are able to state several different subjects. Either that you could with comma or " ", add several subjects, or you could add more conditions that you could choose that the report includes either one subject or another. No there is no…