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Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
Contact Export - Column for each phone type (Work, Mobile, Etc)
Currently the export just shows multiple phone numbers for a single contact in the same column with commas between. There is no way to see if it's a "Work" or a "Mobile" number. It would be ideal to have a column for each phone number type. That means you can not import multiple phone numbers from a spreadsheet and have…
Remove 'phase unassigned' in projects
I seem to have an unwanted project phased entitled 'phase unassigned' which I cannot delete. Apparently this adds automatically when setting up from a template (according to support) Please can you allow editable rights for phases ?
Pipedrive Product Bundles
Does anyone have advice on "bundling" product line items in Deals? We have various products that are made up line items that we would like to price and group together in a standard way (without salespeople have to remember what goes on each line item). Looking for a way to have these entered in a standard way based on the…
Automating a DRAFT email using email template in Workflow automation
I'd like the functionality of setting up a workflow automation for the creation of draft emails from email templates please. The use case is contacting my mortgage clients where I'm following up with them in two or three years time when they need to refinance their current deal. I may want to add something to the email to…
Sales Assistant - new notification
Just wondering if it would be possible to change the red interrogation point/question mark to an exclamation mark instead. Every time I see the question mark, I think something is broken, whereas if I see an exclamation point, I will know something needs attention.
Assigning 'Activity' to Multiple Team Members
It would be a wonderful option to be able to assign an activity to more than one person. For us, there are certain tasks/activities that involve more than one team member. As of right now there is only the capability to assign that task/activity to One person. For us to alert the other team members we 'invite' them as…
Campaigns: view in browser link
Pipedrive Campaigns does not allow to create a public link to share them (in a social link or just to make sure people can read the content). It would be great to add that feature
MULTIPLE DISCOUNT & SHIPPING FEES ON PRODUCTS
Hi, i haven't found a similar topic on community...so here i am. In our sales proposals we need to use many discount (different customer segment & extra discount for sales managers) and different shipping fees (% of the sell price). Attached a little xls example. I hope it will be of interest to other customers and be…
Deleting Campaigns
Is it just me that needs the ability to delete individual campaigns? They might have been either production tests (not just sending the 'test email' that doesn't pull in variable data), or long finished. this could be archiving if cannot be completely deleted for audit reasons, but some are best just deleted.
Reporting for Projects Within Insights
We're trying to use insights to report on projects within our account management team. It sounds like this is a current limitation. Has the team considered rolling out insights for projects? Thanks
Visibility Options on projects
We have a range of teams and ideally we would like the projects to be segmented as well based on visibility groups as with deals.
CalDAV & CarDAV sync
Hi there, We are very happy with Pipedrive, but our mail and contact directory is not Google. We use Fastmail, with services based on CalDAV and CarDAV protocols. Does CalDAV and CarDAV procotol support is in the roadmap? Or do I need to continue to use external tools such as Harmonizely for scheduling meetings with my…
Pipeline View Needs a "Show All" Toggle
It has never made sense for our organization that WON & LOST Deals drop out of Pipeline view by default. Heck, it took me over 2 years in the system to realize that we could even create a filter to show these Deals in Pipeline view, that's how used to it I had become! Utilizing a "show all" filter is becoming more of the…
Allow Admin to View Email Open/Link Tracking from Other Users
Not sure why as an admin I can see other users' emails but not the link tracking and email opening tracking from users' emails. This can and should be done.
Why can't we EXPORT the Summary data in Insights?
I've used Pipedrive for 4 years and have made this request to Support so many times it makes my head spin. Every time I make the request, they say "mention it to the Community". Well, here goes.... Why doesn't Pipedrive allow us to export the list of Summary data in Insights? Why do I want this so badly? Product sales…
filter by read/opened emails
I have a recommendation for a new feature, when someone opens or reads an email theres no field i can utilize to filter out that they opened an email, they are indexed to look one by one, it would be great to add this to the contacts field as an option to sort with including a sort by number of opens so that i can target…
Project Insights
We are looking to have the same insights available for projects as there is for deals. There does not seem to be any data reports for projects.
Multiple Labels Per Person
I think it would be helpful to give people multiple labels. Some labels may refer to where they are in the sales process but other may be industry, sector, or a custom label that makes them easier to filter and search.
Notes in pipedrive need auto-save
I'm summarising here a long discussion with customer success. If pipedrive automatically saved the notes I am taking on-the-fly I could trust it a lot better with my crucial business contacts. I am a heavy user of Notes in pipedrive mobile and desktop to memorize information I hear during activities such as a meeting a…
Calendar View - multiple users in single view
Hi Pipedrive, we do a lot of scheduling from our central office. We need to be able to see multiple users' calendars at once but PipeDrive only allows selecting one user at a time. Google Calendar and Outlook both allow for multiple users in a single view. Can PipeDrive do the same? Thanks!
@ tag / mention user into an activity note
Hi, It will be so good to have the possibility to tag a Pipedrive user (thanks to @) into an activity note as it's already done for the note in a deal / contact / organization ... Thanks
Integrate shared mailboxes
we use in outlook generic mailboxes like marketing@... and support@... ala PD does not support shared mailboxes... yet. Unless we vote this to add to the roadmap. Imagine what this can do for you; a generic email address used for sending emailing and receiving requests
NOTES SHOULD CARRY OVER FROM DEALS TO PROJECTS
We notice that once a PROJECT is created, the notes created in the deal are not visible in the project. We have job coordinators and project managers that only work in projects once deals are won. Deal notes, mentions and emails should attach to projects once a project is created.
Email Search
Hey Pipedrivers, It would be really helpful if the User could search for an email using unique information from the body of the email. Currently, the email search function is fairly limited.
Auto country code / time zone identifier
It would be convenient if once a phone number is given by a client, the program identifies the country of origin of the phone number and the time zone it is found in.
gmail spam filter
I have linked my gmail account to Pipedrive and notice all of the spam that is filtered from my gmail inbox appears in the Pipedrive inbox. It would be great to have the same filters. I welcome any suggestions for a work around. Thank you.
XERO INTEGRATION
Very disappointed to just discover Xero can no longer be integrated on pipedrive. This was one of the main reasons for considering Pipedrive when I was looking for a CMS in the summer. My whole business and accountant uses xero so I'm not sure this will be a viable option moving forward. What a shame. So many limitations…
Insert the double optin link into custom emails
If I understand well the double opt-in for marketing emails can only be sent from the contact with a standard email crafted by Pipedrive. Is it possible to also have this link available so it can be added in other emails that can be customized on the specific context?
Multiple calendars synchronisations
I have more than one calendar on Office 365. But PD can only sync. one. It would be nice to sync. multiple calendars.

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