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Export Automation Workflows
I regularly need to review automation workflows and take screenshots so I can explain each step. But I end up with loads of images if the workflow is lengthy. It would be great to be able to export the workflow, where its format is either the same as make.com blueprint or easy to read format
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Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
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Add the ability to have different Lost Reasons for different pipelines
The lost reasons list is a list across the entire Pipedrive workspace but within our business we can have different reasons for a deal being lost depending upon the pipe. Currently we have to show a long list of lost reasons to our users whereas being able to customise this based upon which pipe the deal belongs to would…
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Emails in timeline deleted when email address is changed / deleted
Hi, We have a problem with the email synchronisation, it's working too good. We often see that leads quit at one customer and join another customer. Or the company changes its name and email domain. That way we have a new emailadress for the same lead. We want to 'archive' their old email address so the old emails stay in…
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Edit Phone and Email Types
It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email. Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails…
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Organization Field (Single Choice) equal to Deal Field (Single Choice)
Hello, is it possible to create an automation so that upon updating a custom deal field (choice type) it makes that a custom organization field (choice type, same choices) assumes the same value?
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Archiving Deals
We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.
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Selecting automations for a specific user
If you want to see the automations for a specific user, the following appear in the selection list: belongs to me belongs to others (deleted user) ... ... (deleted user) name of an existing user name of an existing user This is more than annoying. I see the following possible solutions: a) put the so-called (deleted user)…
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The line break in deal titles is no longer automatic.
Since this week, when the title of a deal is long, it no longer automatically returns to the line. It disappears on the right-hand side of the screen, making it impossible to see the full text. I used to make a brief note of the various actions taken, using the maximum number of characters in the deal title in order to…
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Major Flaw - Activities Auto Cancel Meetings
When marking an activity as complete Pipedrive cancels any related calendar invite, this then sends a meeting cancelation to all contacts from the meeting, creating confusion and sending unnecessary meeting cancelation notifications to clients. Please can you disable this feature, so calendar invites are not cancelled when…
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Show/Hide Custom Fields Based On Permission Sets
Hey everyone, I'd like to be able to show/hide certain custom fields based on the permission sets that are assigned to the user. For example, I have a "Net Profit" custom field that shows the net profit of each deal. I'd like to be able to hide fields that are sensitive like that and only show it to admins, or certain…
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Pipedrive Lead Scoring
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
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Hidden Fields in Web Forms to Capture Pre-defined Data
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
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Add Abbreviated State Option in Address Fields
We pass address information to several partners and all of them use abbreviated state fields. Example: FL instead of FL, GA instead of Georgia. Could we please add the state abbreviation to the address fields? This is available as "short name" with Google Maps, it should be an extremely easy fix to add to the results.…
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Possible limitations when using beta API endpoints?
Hi! I've reviewed the API reference and searched in the community, but haven't been able to find details about what "beta" means in the context of the Pipedrive API. What are the limitations or risks of using beta API endpoints such as "Get all deals (BETA)", "Get all persons (BETA)" and "Get all organizations (BETA)" in a…
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Insights and reporting for Projects
I've been closely following the development of the project module, and it's safe to say that I'm excited about the progress so far. However, I'm still curious about what the future brings in regards to a couple of features that are incredibly important for us: Adding projects to insights for progress reporting. Creating a…
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Enable CC in group email.
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
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Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
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More Email Filters
It would be incredibly useful to have enhanced email filtering options. A few suggestions include: Adding a filter to search for emails from specific dates. Offering a filter to search by subject only, without including the email body (and viceversa) Introducing a filter to find emails associated with specific projects.…
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Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
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I am a global admin on acct, why do I get an "Importing Items Permission" notice
I am just getting my outside sale team onto Pipedrive. Why am I not permitted to import contacts from iPhone to Pipedrive?
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business card scanner for IOS
would love a business card scanner feature for Apple products
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Advanced Filters - And/Or Grouping
We really need the ability to do more advanced filters with and/or combinations (parenthetical expressions). Another option would be to include/exclude records based on the results of another filter. Example, we have a filter that pulls all "Won" deals with a deal end date (custom field) that is in the future. Works great…
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Why can I not find a way to delete a custom activity type?
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
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Bulk Import from Contacts > People to Leads
Hello everyone, It would be really useful to have the ability to select multiple contacts from the Contacts > People database and add them to the Leads database in bulk. Currently, the available options are: Manually opening each contact and adding them as leads one by one. Searching for the prospect’s name directly in the…
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How can I sync my tasks as tasks in google calendar?
Hello! I would like to sync my tasks as tasks in my Google Calendar and meetings as meetings. Is there a way to do this? It would be a fantastic feature.
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Email inbox: move to next message instead of back to list when archiving/deleting a message
Currently, deleting or archiving an email jumps back to the list view and makes going thru new emails a tedious process. Lots of clicks, loss of time. Hard to sell this to clients who spend their day in mail clients. To make it a better experience, deleting or archiving an email should jump to the next email and stay in…
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Contacts Update and Clean Up
Hi everyone,We are trying to clean up our contact database. To do this we exported all contacts and purged them out of PipeDrive and now we want to update these contacts with the modified values, but we want the data to be updated by contact ID and not by email. Is this possible?
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Scheduling activities with a default duration
Is there a way to set the default for all Activities to 15 minutes, so that when I select a start time, PD automatically sets the end time to 15 minutes later so that I don't have to select a start and end time each time. Thanks!
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New: Generate reports in seconds with Insights AI
Visualizing the reports you need just got easier with the prompt-based Insights AI report generator. This update will allow you to enter your own prompt, or select an existing prompt from the suggestions. The report will then be automatically generated based on your input. This feature is gradually being rolled out to all…