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Email Template Automation Fail
I set up an email automation workflow but after the conditions are being passed, it failed to send the email. How can I know what went wrong? I removed the insert fields in the email template so this is just a purely text email but still failed. Where else do I need to check?
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formulas on formulas
my company has to calculate the quote with more than 1 formula. Now is it not possible to calculate with a number that was already calculated earlier. This means no formula can be done on a number what comes out of a formula. This is easy stuff what Excel does have. Can you create this?
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Field groups in Products
This discussion was created from comments split from: New: Grouping of Fields 🗂️ .
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Organizing Filters / Filter Management
A specific organization system for filters will be very helpful. Our team uses many different filters to view and manage our pipelines and deals. Being able to sort the list of filters, or move filters up and down the list view would be ideal. Filter folders for further organization could be good too. The existing favorite…
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Meeting scheduler - overbook
I have a linked Google calendar in my Pipedrive account. It wants to use the Meeting scheduler. Unfortunately, it is possible for someone to book an appointment in the calendar, even though I have another event at that time. Can't this be fixed?
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Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
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Parts List with multiple products
Hej there, I am working in a digital agency. We provide services like a relaunch of a website. This susually splits into several sub-services like generating customer insights, create a navigation and design the UI (wireframes), create a screendesign according to the corporate design of the client, setup, configure and and…
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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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How to update/delete an e-mail of contact person via API?
Hi, I am trying to setup Make.com automation as follows and I would like to ask for help / experience. Specifically, I am running into a problem when trying to delete an e-mail address of a person, who has more than 1 address attached to then. The automation has very simple use-cas. The trigger is an information from you…
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[Feature Request] business card scanning in iOS app
Further to Pedro M.'s suggestion, requesting business card scanning is added to the iOS app, just as it is currently available for Android per Introducing Pipedrive’s Business Card Scanner for Android | Pipedrive
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Total Completed Activities Duration per Deal
Hi, It would be good to see a total duration of completed activities easily on each deal page. In order for me to track the amount of effort that is spent on an individual deal I have to currently pull all activities out in a .csv and total up in Excel. We are keen to be able to see how much time is being spent on deals…
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Time Tracker That Imports Pipedrive Products?
Hi everybody, We are successfully using PD as an order management system (connected with MRPeasy for inventory) with the only exception being time tracking. Unlike many businesses that want to time tasks in a project, we want to track time spent producing a product. Hence, we are looking for an integrated app (either…
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Feature request: Selection of multiple persons/orgs in one field
In the current setup, there is room for one person and one organization as the "default" connection on a project. In a similar vein, there is only the option (in any field) to link ONE person or organization per field. I'd like to see a feature that allows us to select multiple people or organizations under one field. This…
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Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
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Remove the "Organization" data field from the Add people card?
Is there a way to remove the "Organization" data field from the Add people card? We don't use Organizations for anything in our application of Pipedrive for our business. It's a nuisance to have it on the add person card when I want to use that "real estate" for more important things for our workflow. Any ideas why I can't…
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Integration for Pipedrive activities with Microsoft To Do
Hi, Would it be possible to add the integration of selected Pipedrive activities with Microsoft To Do? Right now activities can be only synchronised with calendar, which is far from optimal as the nature of events in calendar and activities like tasks, calls, etc. differ vastly. Many thanks!
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Restore the legacy dynamics for replying to Notes
A User shouldn't have to delete @ and press back to gain access to the menu which allows a User to reply to a Note. This appears to be a 'bug' in the last version on both iOS and Android devices.
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Managing Child Data
Hello, After a lead becomes a deal, then a customer (or account), is there a way in PipeDrive to store information about that customer/account and the children that roll up to that account? For example, if a hospital is a customer, and there are practices within that hospital that are considered child accounts, is there a…
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Problem with Automatically Assigning Tasks to the Deal Owner in Pipedrive
Hello, colleagues! I’ve encountered an issue in Pipedrive that I can’t solve using standard methods, and support hasn’t provided a working solution. I hope someone has dealt with this before and can suggest the right automation setup. ⚡ Workflow Scenario: A manager manually assigns an owner to a lead. When the lead is…
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Feature Request: Synchronize Organization Labels with Linked Contacts
Current Limitation: When an organization's label changes (e.g., from "Prospect" to "Client"), the labels of linked contacts do not automatically update to match. Requested Feature: Implement automatic synchronization between organization custom labels and their linked contacts' labels. Use Case Example: Custom label…
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Insights and reporting for Projects
The previous topic has been closed. Can we have an update about Insight and reporting for projects ?
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Filtering options on goals reports!
It'd be great to be able to apply filters to goals like you can with other insights reports. Such as if we wanted a forecast with goals but only allowing for deals with a probability above 80%.
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Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
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Labels (Sorting/Adding) & Issue
When working on this page: /persons/list/ It would be nice to select multiple contacts and then add a new label. Right now, you have to create the label first prior to selecting contacts. Additionally, if I want to edit the label for a contact, and then reorder my label list, once I make one change, the feature closes and…
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Feature Idea: User-determined Y-Axis scale cap for Bar Graph Reports
I have a Reports Dashboard that highlights Year-over-Year changes in my company's Inbound Lead Generation data. For each year we've been using Pipedrive, there's a bar graph with 12 bars, showing the monthly totals of inbound leads. We've been using Pipedrive for four years, so that's four bar graphs in this dashboard.…
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Live Chat Mobile Notifications + Chat in Mobile
I’m a small business owner, and I recently made the switch from HubSpot Starter to Pipedrive, opting for a yearly subscription along with several add-ons to better serve our customers. One of the key features we rely on is the live chat on our website, as many clients use it for quick questions. While Pipedrive’s…
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PROJECT - Right management - 2025 update
hello, Could we have an update on right management for projects ? read only for specific users, … right management is perfect for deals or accounts, but there is nothing related to projects .
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Automation based on Products within a Deal
I would like to create a set of automations that run based on products that are in deals when they are won. However, I cannot find a way to do this. The instant conditions for deals does not include the ability to filter based on products within that deal. The only workaround I have found is to say that the deal price is…
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Duplicate a Pipeline
Having the ability to duplicate a Pipeline would be great. Be able to have a copy of the Pipeline with all of the same deal stages. Instead of having to manually re-create the Pipeline and all Stages currently.
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WordPress form integration with Pipedrive and Organization ID request
Hi Everyone, I need to connect our WordPress forms with leads in Pipedrive. We have purchased the Contact Form 7 plugin, but when activating the fields, it asks for the Organization ID or the Person ID, which we do not have. How can we solve this issue?