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Merged: Time triggered automation
This discussion has been merged.
Sync Google Tasks with Pipedrive
It would be handy if Pipedrive could integrate with Google Tasks. For example, in Google Docs there is the verification list that could assign one determined person, but it isn't sync in Pipedrive, only the events in Calendar.
Historical Stage Reporting
Report that tells me how many deals I had in each stage on a day in the past. It is really easy to see how many deals you have in each stage today, but what if I wanted to know what that looked like a month ago? I've tried but does not seem possible to do.
Closed (mainly won) deals should maintain the value after closing
We are a european company which works with EUR and USD. We have noticed recently (since October) that our won deals report has different values in different days even when we haven't won any new deal (of course, we do not delete won deals and change the value once they are won). Our guess is that it is related to the…
Merged: Payment dates automation
This discussion has been merged.
Adding options in insights
I would personally find it very useful if the field 'contains' was added to the drop-down box in insights. Pictured below is how it is in the filters tab, and this is exactly how we would like it to be on insights. If you agree with this, please like/ comment.
Deal number allocation
Hi, We as a company include the automatically generated Pipedrive deal number in our communications internally and externally. Can this be populated in the Title box as part of the "Add deal" interface?
modify or disable shortcuts/quick actions
Basically shortcuts (or quick actions in Pipedrive) are great in the first place, but they can also be annoying. Especially if things are assigned with shortcuts that you never need. It would therefore be nice if you could configure the shortcuts in Pipedrive by yourself or at least deactivate them.
Total sum of deals in stage
Hi there! I have noticed, that you can see only sum of deal values and related deals at the top the stage - but you cannot see how many deals are total in that stage. That would be nice! Martin
Bug: Form redirect don’t work when embedded.
I’m getting a cross site error: [Error] Blocked a frame with origin "https://webforms.pipedrive.com" from accessing a frame with origin "mydomain.com". Protocols, domains, and ports must match. Didn’t find the option to change the allow headers. Could you help?
Menu Bar
Unless I am missing something it appears that there is no way to turn off projects so that it doesn't display the icon in the left menu bar. That is very annoying and I suggest that for companies not using that feature you allow it to be hidden when not part of their plan. It sits there static with a little blue…
Field for converted deal value
If you are working internationally you may have deals in different currencies. For the insights/reports Pipedrive uses a service to convert the value. But you can not use it in the list view or the filters. So 10.000 Turkish Lire is less then 1.000 EUR or 1.000 USD but when you sort or filter it Pipedrive think that the…
Make Related person field data available in doc templates
Hi, I'm a mortgage broker and it's really frustrating that the related person's standard and custom fields are not available to use on the doc templates, just the person's. Many mortgages are joint applications which means I need to include both applicant's field data in the document. For example, if I'm doing a life…
Custom Tables in Pipedrive?
We have several functions we do with Organizations that are not necessarily records that fit anywhere else. For example, using a third-party tool (Quickbase) we have built a custom workflow that lets us record our interaction with clients' social media accounts. Another keeps track of every time we have mentioned an…
Activities - Selecting multiple activities using Shift button like in Gmail
In Gmail it is possible to select multiple emails by holding the Shift button. It would be great to be able to do the same in Pipedrive. Same for Mailbox.
Personalization (insert a field) with Product Field in an email template
Hello ! Idea/product feedback = It would be very useful to insert a personalized field from Product table in an email template . Thanks !
Email Management - If an email bounces it should get a label
This is request for the Person page (pipedrive.com/person) If an email bounces if should get a gray or pink red label. If an email doesn't bounce and goes through, it should get a green label, sort of like a Twitter Blue label, but maybe more simple.
Automations - If the email is deleted, do not send the email
Sometimes automatically sent emails bounce because they're incorrectly typed or for other reasons. It would save us a lot of time if emails that are deleted or changed into a different email, would no longer be sent, i.e. the sequence (execution) would stop. Perhaps this is already possible? If yes, then how?
Make a person be able to be linked to multiple companies!
I can't believe this option isn't possible! It's a given that many people are in multiple organisations. How is that option not existant in Pipedrive? Hubspot has it. It's a shame because overall I like pipedrive more. But if that isn't changed until I have to renew my license, I might seriously consider changing to…
'' Maybe ''Person name'' is calling
as my sales position i make 60-80 calls everyday. i dont create a contact in pipedrive until we are further stage than cold calling. So if i for example type in the notes as i usually do '' Barack Obama mobile: +45 257500xxxxxxx'' and then he calls me back, and i answer the phone, and he says this is Barack, .. Normally i…
Duplicate Contacts ~ Across System
Our business is a little unique ~ We have companies that the same person will actually work for (3) or (4) companies and he has the same email and contact information. What's a good solution for that situation?
Format Date
Hi all. If I am not wrong, the display of dates in french format is not supported on the leads dashboard : It works perfectly in the deals's one : Could you please have a look ? Many Thx
Workflow Automation --> Remove Product from Deal
In case for return customers, I'm trying to have them thrown into a new sales funnel pipeline after their purchase. In this case, the deal would need to have the product removed so that they can start fresh, and a new product can be added when the time comes.
Web Form dynamic field trees
request for more advanced web form configuration - instead of having multiple webforms with one or more different question fields it'd be very valuable to have the ability to configure fields that only show if certain answers to questions are selected
Web Form - Find Data
It would be great if you could allow for web forms to find existing data in the CRM. For example if a automated start chat appears with questions of I'm new here / I'm an existing customer and then if existing customer is chosen their contact details (Phone/Email) is used as a unique ID to search in Pipedrive and then link…
Show Email history in contact with related 3rd party supplier or source
My clients have suppliers that they email and use for their customers/clients as an example: Insurance Agents Use the same underwriters for their many different clients and would like to show the history of the email when sent inside the Contact view similarly to how an email is linked inside a Deal when the email was sent…
Merged: Embed Scheduler on website
This discussion has been merged.
Sharing decks with prospects and existing customers
Hi everyone, With DocSend, we can track who opened our deck and how long they looked at it. This allows us to determine which prospects are passionate about working with us. On PipeDrive, I think it must be a priority to bring a deck-sharing feature such as DocSend, which will be opened by only email and able to track. We…
Opportunity Pipeline
In an attempt to utilize Pipedrive for forecasting, we have many projects that go on Customer Hold when the client isn't ready to start the project. We need to somehow reflect this in the WON or LOST process so we don't lose the information. Would there be a way to do this? With what little I know, it seems we could turn…
Filter for participants in a current deal
Hello, I would find it coherent to add a filter to show all my current deals since a certain date as well as the people who are "participants" in these deals?

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