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Referral Source/Person
We need a effcient way to pull up clients we have from a particular referral person. I have tried adding the referral person to the "particpant" section however this cause interferance with our rot dates. When contacting a lead, it clears the rot deal for ALL leads from that referral source.
Viewing "Person" Email Threads and notes in Deal section
Instead of having to switch views to access some background on the client, would be great once a person is linked to a deal to have the same view, or even a toggle option to view the history from the associated person(s).
Sorting Deals in a Pipeline View
Hi folks 👋 I know there are a lot of Pipedrive addicts waiting for this feature so I’m trying a new post for this miracle… manual deals sorting in a pipeline stage! Indeed, I saw a lot of messages in this forum asking about this feature and I agree with you guys: it will be a fantastic (and basic) feature for Pipedrive and…
Lead Multi-Label Add Request
It would be great if Leads can have multiple labels. I find many of my customers are crossover on different products, and it would be great to be able to have multiple labels. This could also work on deals, but I feel that the Lead addition is where to start. Thanks!
Images in Campaigns
I'm noticing that adding a row of images into a Campaign is a little clunky. I would expect the images I pull in to evenly fill the frame shown in the template, but instead the images are pulled in as their original, varying sizes (horizontal images maintain horizontal dimensions, vertical maintain vertical dimensions).…
Allow Users to Export Insight Data for Leads
I am frustrated that you can not export insight data for leads into CSV or Excel format. Lead insights should have an export button on the data table similar to deal insights. Any work arounds would be appreciated!
Google Drive integration
I am using Google Drive. Each folder has its own subfolders and inside there are files. I would like to link whole folder using "Files" in Pipedrive. I have attached image how it looks in Trello that I have used before. I can select first folder and it shows me subfolder and files inside of Google Drive selected folder.…
Opportunity to share your company's story with Pipedrive product teams ⏰ Jan 18, 2023
Hey everybody! 👋 We are planning to kick off year 2023 with an internal product teams meet-up which we want to start off with a Customer Panel discussion: online on January 18th at 11:50AM-12:20PM (Estonian time, UTC+2); with the theme “Getting business value with Pipedrive” (i.e.,how Pipedrive has helped you to reach your…
Automation linked to opened mails and clicked links
Automation linked to opened mails and clicked links
Leads Inbox - Email Address
Can we get a custom email address that when it recieves an email, it opens a lead on the Leads Inbox? We have had this feature in other CRMs and it makes it easier to get certain email notifications to open up a lead. It obviously wouldn't capture lead info but it opens up the opportunity on the leads list so we can…
Workflow Automation > Issue with transferring data from Deal to Project - multiple option field type
I've created a workflow to create a new Project based on a specific template when a sales Deal is closed Won. I've also created some custom fields in Deals and matching custom fields in Projects (field name / field type / options). When the workflow triggers, the Project is created, but only some of the custom data field…
Automatic update of deals in current Pipeline view
Currently the Pipeline view does not update anymore when things within the deals happen, unless there is a complete refresh. i.e. A deal has been rotting for 2+ days and is marked red; I go into it and complete an activity; I go through a link to the pipeline view again; Deal is still marked as untouched for 2+ days. The…
Using Campaign Email Templates as normal email templates
I would love it if I could use the email templates from the email campaigns for my normal email templates. I have a nice layout that I've been using for a newsletter, and it would be great if I could use that layout for my automated emails I send out for various stages of our sales pipeline as well. We've created videos to…
the contact address is not synchronised with the google calendar
Hello, I noticed that the addresses of the events in the calendar are not synchronized with google calendar. When I'm on the road, it's a shame I can't find the address in my "android auto" GPS for example. I have to open PIPEDRIVE while driving. Thank you,
Enable Shift key for Multiple Selection of deals/orgs in List View
Currently to do any bulk actions we need to click 1 by 1 on each item in a list. This is painful. Please enable the standard use of Shift key to easily select a group of items. It should work similar to Excel or google sheets.
Deactivated Users must remain in the assigned team
If you deactivate a user he is not part of the assinged team anymore. This has the consequence, that the team statistics in the insights are not correct anymore. => a deactivated user must remain member of a team!
Feature Request: Standardised product notes
Hello, I have a request and would be very happy if this could be implemented in the future. We would like to send offers and invoices via Pipedrive. To do this, we need to add the respective products to our deal. As we are a service provider, our item contents are mostly different, as we delete or add services depending on…
Add note to new deals
Hey, when creating new deals it should be possible to add a "standard" note for instance with instructions that have to be followed. . Right now this is only possible with zapier.
Duplicate Filter Criterion Button! - LOW HANGING UX FIX
Many times we need to duplicate criteria in a filter but we are forced to manually add it again. There should be a duplicate criteria button next to every criterion. It's a small fix that would help a ton! This is very tedious in situations that require specific repetitive criteria such as ANY organization -> address…
"Long text" custom field: MARKDOWN support & better UI presentation
It would be great if the custom field "long text" would support basic MARDOWN formatting. And because position of the title (fieldName) there is lot of unused white space. What about move the title simply above? Before: After - space optimized, MARKDOWN support: Could this be implemented? We would be very pleased. And I…
Possibility to create chart from columns of Organization matrix
Hello everybody, I would like to create some charts with the columns of my organization matrix. It could be helpful to make some projection of my pipeline. To be concrete, this is my use case : Each organization have in column : Priority Current statu : to contact / to discover / to validate / to close Statu to S1 2023 :…
Better Notifications
I would somehow like my sales assistant to stand out more. The only way I see I have any notifications is that it lights up yellow, which isn't easy to see on a computer screen. All current notifications are on the left panel, with numbers indicating the amount of items I need to pay attentions to. The Sales Assistant…
Make 'FOLLOW-UP ACTIVITY POP-UP' stage based
Just like in this image
Multiple Labels
Would like to assign several different labels to a deal. Same with organisations or persons. There is plenty of room up there to the right until my foto. When do you change that? Or is there a reason against it?
Feature Request - Function to have not the same E-mail twice in a Deal
Some of you know the problem - when you send an E-mail to one of your customers and a colleague (who is also using Pipedrive) is in CC - the E-mail will show up twice in the Deal in Pipedrive. Would be nice to have a function to only show the E-mail once...
Sorting of workflow automations
Hi, I would like a drag and drop function to sort the automations so I can put them in different order than creation order. Now it will be placed in order after create date.
Automation conditions should include deal value
I would like to be able to add an automation condition that would filter deals based on their value. For instance, all deals that won and above 5000$ would send out an email to accounting requesting a deposit and confirmation before the order is started.
Team Groups for Communication
Hi Pipedrive team! I was wondering if there is a way that we can group internal communication for notes in Pipedrive. Currently I have to type in @daniel @sophie etc into the notes for each deal, whereas I would love to be able to group my sales team so I can just tag @sales into my notes and it will notify all those…
Advance & Back functionality when viewing records
Feature Request: As a user I want to be able to create a found set of records and then view individual records one at a time - working my way through the filtered List. Currently, as a user I have to select a record from the List in order to view the Full record and then return to the List to select the next record. ASK:…
Lead Goals
It would be great to see Lead Goals brought into Insights. In some use cases there has been a need to identify how many leads per month in order to win X amount per month

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