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New Feature for Smartdocs | Prenstations
Dear pipedrive team, unfortunately, with Onedrive it is only possible to edit documents. The web version of Word is unfortunately very poor, so designs using images are very limited. Presentations and spreadsheets can be used as templates via GoogleDrive. Microsoft offers the possibility with PowerPoint, but unfortunately…
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
Merged: Contacts with 2 or more organizations
This discussion has been merged.
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
new message automation feature in whatsapp
With the new communication technologies, currently few people still view their emails throughout the day, it would be interesting and practical to be able to have an automation of sending messages directly through whats app and also to have its integration with the platform as we have the possibility to view and manage our…
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.
Merged: Live Chat notifications and other features
This discussion has been merged.
Merged: Workflow Automation: Schedule based on time inside deal
This discussion has been merged.
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
Projects: 'Tasks' Showing in users activity tabs & the ability to add documents to 'tasks
Hi, Ideally when creating tasks across various clients to internal members/assignees, the task would show on that assignees activities tab so we can keep a track on what is required by who for what client. At the moment it looks as though you'd have to go into each individual 'project' to see if you had upcoming tasks…

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