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Expand All / Collapse All for Field Groups in a Deal
Our users are complaining how much scrolling they need to do on a Deal because we have added a lot of custom fields. They have asked for a 'Collapse all' button at the top of the left pane on Deals, and/or for the Details section as that's where the custom fields and multiple fields groups are of course. To give you an…
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Segment or split an automation into different paths
I would really like the ability to split an automation into different paths. Each path would run based on different filters and conditions. Please add to your list of ideas to implement
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Create folders for the emails templates
I have tons of email templates related to different emails sequances. Would be great to have folders.
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Critical Privacy Issue: Emails within company (e.g.: with HR, CEO, etc.) are synced
(This is a critical privacy loophole) My emails to HR, Supervisor or CEO can be synced in Pipedrive. This is a very severe privacy risk and breach for Intracompany communication. A common test of the sales pipeline is testing with an employee's work email address. If a work email is entered into Pipedrive then the full…
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lead form - disclaimer - any way to suppress?
Is there a way to suppress the disclaimer on lead forms? When collecting name and email without a text box it seems silly to remind users to "never share sensitive information (credit card numbers, SSN, passwords) through this form.
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Event in Zapier: Updated Activity? doesn't exist
We have successfully used the "New Activity" event to notify team members when they are assigned to an activity (using Slack DM notification through Zapier). Our goal is now to notify users when an activity is updated...ideally because that activity has now be assigned to them specifically. There are a number of instant…
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Converting leads into deals with specific label
I have a small suggestion that could improve your already great product. So the task. I have a lead with a specific label. I need to convert it to a deal right away with a specific label. I sat for several hours, but could not find a suitable field. It would be cool and I think convenient if it were possible to set up…
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CC Ability on Email Templates
I understand that Pipedrive currently does not allow for an email template to be built with a cc email. For instance our order confirmation email template not only needs to go to the customer but also to our orders team --- currently our sales team has to remember to type our orders team email in as they send the email.…
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New: Recurring Products Early Beta
We wanted to let you know that tomorrow we're releasing the new Recurring Products functionality to our early beta testers. What will you get with this release? Setup a Product to have a recurring billing frequency (weekly, monthly, quarterly, every 6 months, annually) and set up the billing cycles Define the billing start…
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Quickbooks Integration Issue
Hey guys i'm having an issue with my quickbooks integration. My organisation is only able to connect one user account to quickbooks, however we require multiple users to have access for invoicing through pipedrive. How can i have multiple accounts achieve integration?
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Make Focus & History View Optional
Hi Really love Pipedrive overall but not a fan of the new “Focus” and “History” view. I appreciate that some people might want this but the fact it is mandatory isn’t welcome. Please provide an option to turn this off.
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Adding data in a field to an Email notification
Hi all, I am trying to add some information to my email notification. Basically I just want to include a Google Drive link that is stored in a Field. Google Gemini suggested this: But that doesn't work. The Activity Deal Title part works, but the {{deal.Google Drive/ Basecamp URL}}part just show the text exactly like that…
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Rotting as an automation trigger
Rotting is a feature that has so much potential. But so hard to use. Right now the only thing I can do with it is create a report of all deals that are rotting. I would love the ability to set up workflow based on when a deal starts to rot. As simple as: If the deal is starting to rot, then send a Slack message to the deal…
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Bulk editing lead labels: Append option
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
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Feature request: Bulk editing lead labels: Append option
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
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create email templates with product-related fields
In such a way that we can talk to the customer about the products purchased.
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Customisable navigation: Seeking feedback regarding company-wide configurations
Hello, In light of the recent release of our customisable navigation feature, we've received numerous positive comments and some requests to enable company-wide setups. To gain a clearer understanding, I'd like to ask the following: How many of you would be interested in having the option to customise the left sidebar for…
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Are there any new developments in tracking emails sent through Gmail?
I understand there have been past talks about adding tracking functionality to Gmail, Outlook, etc., so that emails opens could be tracked when sent from those apps and not only when sent in Pipedrive. Would anyone know if there are any new developments in this area? Thank you!
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Incorporate Deal 'Followers' into Automations
We would love to create an automation whereby if a deal is created and owned by someone different to the Organisation Owner that the organisation owner is automatically added as a follower. I am almost able too but the feature I'm missing is the action to add follower within the update deal stage. Right now I am at a stage…
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Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
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What phone apps are best for use with Pipedrive for multiple team members
Hello! Our team is expanding and I'm looking for the most effective phone app/integration that can be used from Pipedrive, with the ability to call from one mobile number. Basically our workplace has a phone number which is a mobile number. I'd like new team members to be able to make calls in Pipedrive while they're…
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Automations based on the Date a previous Deal was created
I would like an automation to highlight when we set up a new Deal for a new or returning customer when that customer hasn't worked with us for a set period of time (say 6 months). Trigger = When a new Deal is created. Condition = where the new Deal primary contact has no other Deals linked to them created within the last 6…
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Suggestion: The "Deals" and "Leads"
Suggestion: The "Deals" and "Leads" should be in the "Focus" section
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Email Alias
Dear Pipedrive Team, it would be lovely to be able to send mails from pipedrive with alias adresses. I use mainly gmail but with an alias email adress. Unfortunately when sending from pipedrive, the mails don't exist in my gmail sent box (neither in the inbox). So unfortunately i can't use pipedrive, all my 10 year…
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Automation Required? Last Activity Date not Updating After Emailing a Lead
I am emailing leads from the application and the "Last Activity Date" is not updating when the email is sent. Does this require automation? If so, How do I automate this? Its confusing.
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Convert Organisations/ People into Deals
it seems strange that I need to bulk convert my data as excel and then import it. that is something that should be native to pipedrive does anyone else feel like that?
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Automation for Stale Contacts?
I have certain contacts that I want to follow up with that will not have deals associated. I'd like to be able to automate the creation of an activity so that I am periodically tasked with following up with contacts. Can this automation be created? If a specific example helps - I'm going to have contacts that have a Label…
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Webhook Action in Workflow Automation
So the new workflow automation is really awesome! it would be really helpful if we could have it trigger a webhook action as well.
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Just found that Projects lack of webhooks support!
I discovered Projects last week and seemed to be a perfect solution for our use case but I've just found that Projects lack of webhooks support. What's the ETA of this feature?
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Webhook triggering only on a specific field change
Hello all, Is it possible to have a webhook which triggers only on a specific field change? I've tried with Zapier, Make/Integromat and n8n, but as the webhook triggers on any update on any deal, it quickly uses all my credits in Zapier/make/n8n The first step in my automation is to check if the specific field I'm…