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Request: Automate Linking of Lead/Deal field "Source Channel" from custom field "Contact Source"
Hi Pipedrive Community, I would like to suggest a feature to improve our workflow. Currently, we can't automate setting the "Source Channel" of a Lead or Deal from a Person's custom field. (we created one called "Contact Source"). This would save a lot of manual work and improve efficiency. Customer support confirmed this…
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Zapier -Pipedrive - Mapping Phone Types (Home,Work,Mobile) Can it be done?
I have a separate column with the phone type, but I do not see a way to use that value to change the phone type. Will pipedrive know what it means if I just try to shove it in the phone number with a comma? or just map them both in the same field?
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Re-assign all deals when Organization Owner Changes
Hi All, I am looking to build an automation to re-assign all open deals/leads to a new organization owner if it is changed. Regards Dylan.
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AUTOMATE DOCUMENT CREATION FROM A TEMPLATE
I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created. Currently the function only works for e-mail! Why not also the deal-related Document?
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Webhooks v2 will become the new default version
What’s changing? From March 17, 2025, all new webhooks created via API will be version 2.0 by default. Until further notice, legacy v1 webhooks can still be created by specifying the version parameter in the API request body. Why is it changing? We introduced webhooks v2 at the beginning of 2023 to add reliability and…
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Pipeline Showing Only Days in Stage Causes Confusion
The pipeline showing only the days in Stage rather than the name of that stage causes unnecessary confusion and constant hovering to see what stage to move something to. Perhaps it's just us but many times we may skip a stage or two and we need to hover over the future stages to see the tool tip to know the name of that…
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Marking Deals as Lost Help
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
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Xero integration with Pipedrive
With the Xero / Pipedrive integration, is there the option to have link to the Xero invoice from a Pipedrive deal. I downloaded it from app store, but takes me to MAKE programme & then isnt clear what it does. Any help here be great? Thanks
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What is best practice for managing large volume of source tags?
Hello! I am wanting to track any deals that come from events we run with partners. Easy enough to add a tag "Partner Event" or similar to a "source" data field, but if I want to add a tag for specific events what is the best way to manage that? Initially it would not be an issue, but eventually we would have an unwieldy…
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Duplicate button on a people
Most of the Labels which you have to enter in a field are common in people who work at same organization. So it would be helpful if we can have duplicate feature in a contact very similar to what we have in deals
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I need feedback on how it is customer success integrations on pipedrive
I want to know how the companies of Pipedrive manage customers after they have bought from you. Do you keep nurturing them? What KPIs do you track right now? Is there some information that you would like to track?
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Onboarding for Free Trial and Post-commitment
Just finished my onboarding call following subscribing to Pipedrive's entry level. I first completed a multi-week free trial, and through all, I read everything I could get my hands on to ease my learning curve. It was only after the onboarding call today that I got (or saw or noticed) the pdf Administrator's Tool guide. I…
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Power Up Your Customer Communication with Bulk SMS Solutions
In today's fast-paced business environment, efficient communication with customers is key. Bulk SMS is one of the most effective and affordable ways to reach a large audience in a short amount of time. If you're looking for a reliable solution to send personalized and mass SMS messages, look no further than SMSLocal.…
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Report to monitor Pipeline value & weighted pipeline value over time
We are logging these numbers on a weekly basis and plot it in excel and report to our shareholders. It would be great to have a graph that automatically produces this.
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CTRL + Enter sends an email
That's it. Just like Gmail.
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Adding Custom Fields to Deal Product Line
you can add notes to each line, but having the ability to have structured data would be huge My use cases, Sales person can choose from a list of available location for each product added to a deal. I can utilise the field in external tools, make.com to add calculation results to be used within the smart doc feature.
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Feature Request: Ability to Set a Fixed Y-Axis Maximum in Dashboard Charts
Hello, friends of Pipedrive: Problem: currently, when creating multiple charts in the Pipedrive dashboard (e.g. for tracking “Deals Won” or “Deals Created” across different years or teams), the Y-axis scales automatically based on the highest value in each individual chart. While this makes sense for isolated views, it…
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Automation cache new fields values and users
When new variables in fields or users are added in Pipedrive, the new values are not picked up by the automations — only the ID is sent via outgoing webhooks. This seems to be a recent change (in the past few weeks or months), and it’s quite frustrating. I reported this to support, and the only quick fix they suggested is…
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Upcoming price Increases
What does everyone think of the price jump coming next week? Assuming everyone got the same email I did, the annual subscription cost (at least for the advanced plan we use) is jumping up 60% compared to when we started using Pipedrive last year. Pipedrive said it was because of "New AI features and other improvements" and…
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Need for an internal Chat for the company as part of Pipedrive basic features !
Hello there ! I hope you are taking care of your health ! I wish sometimes in the near future you will develop an internal Chat in Pipedrive so employees can communicate between them about the deals. That would be fantastic. Imagine being able inside a deal that is followed by several people of the company to post a…
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Folders for managing and building email templates
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
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Create activity from email
It would be very helpful to be able to create an acitivity from an email that is tagged or associated with a contact. This would allow the information in the email to automatically be included with the Activity.
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Copy notes to the next activity
It would be very helpful to be able to have a button that copies the activity notes, so we can add them to the next follow up activity. Currently, we have to cut and paste them manually.
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New products Feature Unusable for Large-Scale Customers, and missing the subscription feature
Hello Pipedrive, The new recurring products feature is a huge step backward and makes it practically unworkable for us to manage subscriptions. We manage over 500 subscriptions per month, and with the current functionality, we now have to manually enter every change by adding new products. This means that: Everything is…
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Add margin when adding product to a deal
Hi all, I'm looking for a way to add a margin when adding products to a deal. We work with different margins each deal. I would like to see not only our revenue but also our profit in report. Any thoughts on this? Thanks!
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Mapping Mapping Pipedrive data to Documents
When you use Pipedrive Products mapped with SmarDocs, the product name can only be mapped via table, not in plain text embedded in the document. This is a problem in order to get the most out of the Documents functionality in, for example, contracts. Or simply in parts of text where you need to automatically load the name…
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Added the ability to organize email templates with folders and subfolders.
Hey, this will be great to be able to organize email templates with folders and subfolders. We are now 14 users in my team and we share templates. This is very difficult to find the good template in a list of 70 items without folders. Thanks for your help.
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Aircall - Pipedrive: Aircall leads automatically assigned to users who answer the calls
Hi there! We use the Aircall - Pipedrive integration. Incoming "missed or unanswered" calls to our Aircall numbers are assigned to Pipedrive users as leads with "automatic assignment" in round robin style. But when a user picks up the phone, I want the deal to be assigned to the user who answers the phone. I could not find…
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Inconsistent x-daily-requests-left Value in Pipedrive API
Hi everyone, I'm currently updating my WooCommerce to Pipedrive integration extension (). Since Pipedrive introduced a daily request limit, some of my users who perform a full WooCommerce sync to Pipedrive are hitting this limit. To prevent their API keys from being blocked, I wanted to rely on the x-daily-requests-left…
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How to update data on a deal without creating a new deal
Hi, I have multiple users with their own pipelines and hundreds of deals per user, in different stages. We track these deals in excel and I would like to build an automation which is triggered when I import data from excel to pipedrive. For example, I have Company A in my pipeline as a deal and its value is say 10 000 at…