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Multiple Organizations per Deal and Automatically Add Organization Members to Deal
I want to request more flexibility in the data model with associations for Deal -> Organization -> Person. We often have situations where multiple organizations might be involved in a specific deal. We currently need to work around this with custom fields, but this limits our ability to use some of the deal tracking…
Ability to adjust Quick Action hotkeys
Currently it is not possible to adjust the hotkeys for Quick Action shortcuts. The shortcuts themselves are amazing, however the latest one is fairly annoying - that is Projects. The designated hotkey is "C", meaning any copy-paste using ctrl-C will result in the New Project window. If this key could be adjusted, that…
Link to Deal's e-mail address
It should be nice when the link to deal's e-mail address is always on top. Actuall you've to scroll down, but depending on list of mails and rest of content of the deal, not fully to the bottom.
Directions button on activity and deal pages.
It would be nice if there was an easy way to open my preferred map app to give me directions to my organization on screens where an organization is linked, but I can’t click the organization address. For example, on the activity screen and the deal screen, I have an organization linked, but there’s no way for me to click…
Adding customise tasks in activities
It would be really nice to be able to add customised tasks when you are planning and creating an activity. Where we see LLAMADA, FOLLOW UP, WHATSAPP, it would be nice to be able to add more and customise them. Thanks :)
Pipedrive CRM Feature Request: Organization Custom Field with multiple Persons as value
There are cases where we want to add a Pipedrive Organization custom field that can hold two or more Pipedrive Person as value. Case 1: an organization has two or more persons that are allowed to place orders for new services. Case 2: an organization has two or more co-owners that are expected to keep the organization…
Mobile activity widget
To view activites for the day /week/month in an active widget so that the activity can be accessed without having to go into the app everytime
Pipeline view - (Color)-mark Deals with new Email
For my workflow and greater transparency I would like to see in the pipeline view which deals have a new email in the inbox. Similar to the already existing feature "deal stagnating" (I use the german version and don't know the english name) that highlights deals that have been untouched for a while. This would be the…
View deal owner in pipeline view without adding filter
We would like to see whom the deal owner is in the pipeline view without changing the owner filter. We can then see at a glance who is working on each deal. We have a temp workaround by uploading a colour to our profile photos which then is displayed on the pipeline cards. A better solution would be appreciated!
Email url
We'd like prospects and customers to be able to access past newsletters on our website. To do this I need a link to the newsletter, therefore it must exist as a web page, like when we view & share a preview of the email.
Automatically add "+1" in front of all numbers in pipedrive
It is annoying to have to type in "+1" every time my reps use Caller. This should be something that Pipedrive can do automatically. Also, when I type it in the dialer, it doesn't save the change to the number in the organization or the person phone field. Seems like a great fix that will help the Caller user experience…
Compress the area between fields so more info is visible on the page
It would be great if Pipedrive could reduce the amount of space between each field in the individual People and Organization pages so more data is visible on the screen without having to scroll down. There is a lot of empty space to the left and right as well.
Web Visitors Automation
Hi folks. We're adopting Web Visitors module to help us identify external visitors to our domain. We miss the export option of the feature and the automation option to execute any kind of trigger. Using you API, we can't access to this feature. Is still not documented in your API? Thanks in advance. JC
Schedule reports to automatically send to users
We'd like the ability to schedule specific reports from Insights to go to specific users at different intervals. This would allow us to have the reports in our inbox rather than have to log in to obtain any info. Thanks for your consideration.
No notification/update sent to guest after adjusting meeting
We schedule meetings with clients however sometimes the meeting takes more time than originally was expected. We'd love to use the statistics to see how long everyone is doing a certain task/meeting etc. Therefore, after a meeting, we would like to adjust the time which was actually spent on a meeting in order to create a…
Track Revenue from Pipedrive Leads that came in through AdWords or Facebook campaigns.
Currently if someone clicks to our website (go.ourwebsite.com) from our AdWords campaign, and then goes to ourwebsite.com/article and then ourwebsite.com/reviews and then ourwebsite.com/contact-us and fills out the Pipedrive Web Form...there's no way to know if a lead came in through our AdWords campaign so therefore we…
Note Formatting - keep tabs/enters when not editing
Currently if I tab/enter to create additional lines of text, when I save, it brings everything into one line and is very hard to read unless you open/edit the Note. Would prefer the formatting stays in the collapsed view
HTML video in Campaigns
We would really like to be able to embed HTML video as we use a video sales tool called Hippo video. For Hippo video to work it must be via its own platform and not just uploaded as a you tube as we can do things like personalise the video for the recipient, track views and link follows etc. What I don't understand is…
Colors for activity types
It would be cool to be able to dedicate colors to the different types of activities, to get an even better overview i calendar view.
Would you consider adding the capability of tying more than one organization to a deal?
For example, sometimes there are both partners and clients associated with the same deal.
Select all subfolders in email sync
My email folders structure is pretty neat, it would be nice to be able to choose all the items (subfolders) under a folder at once rather than having to choose them individually.
RE Email Sync - 'Add another account' button
On this page you have the button 'Add another account' (top right in green) but unfortunately this only allows the replacement of the existing email account with a new one. I find this to be very misleading. Surely it should therefore read 'Change current account'. Or (which is my hope) you are planning ahead and will…
Changed buttons colors.
Is it only me so annoyed of this green button color flip? It used to be light green and when you move the cursor on it, it becomes dark, just like it works here in the community. In the CRM now they are all dark all the time. It feels like they are all pressed. And makes me anxious :D
API: Allow automatic payment schedule changes
Issue: Currently, Payment Schedule can only be changed manually. For long periods it's easier to delete it and generate a new one. This however creates an issue with exported data - ids of payments are changed and old data needs to be removed and new downloaded. First of all it would be great to add possibility to change…
Workflow Automation Trigger: When date expires
The idea is that some fields like start date or payment schedule can expire before a deal is won. These are used for estimations, but once the date passes they need to be manually updated. Ideally, a trigger that would monitor date in a specific field could fire when the date is expired and deal details can be updated then.
Alert Visibility
It would be great if a user/admin could extend the time an Alert pops up in the upper right hand area within PD. As it is the Alert only lasts about 15 seconds and if you are in another app, away from your desk, etc you can easily miss an important Activity or Calendar event. As an example if I'm making use of the Proposed…
Cumulative Progress
It would be great to be able to visually report on cumulative progress toward an annual goal. For example, if a team needs to close $12 million in "WON" deals in a year, the goal would cumulatively grow by $1M per month, then actual progress against that goal could be plotted at monthly intervals. See image as an example.
Acción posterior automatizada, luego de apertura de email por parte del cliente
Me gustaría que haya una automatización, en la cual el ACTIVADOR sea la apertura de un email previamente enviado al cliente. Gracias.
Lier un mail à une organisation/Link an email to an organization
Dans PipeDrive nous pouvons actuellement lier un mail à un contact ou à une affaire. Est-ce que vous pourriez nous offrir la possibilité de lier un mail à une ou plusieurs organisation ? En effet, lorsque nous échangeons des mails en interne concernant une organisation et que le client n'est pas dans les échanges de mails,…
Marketing Automation: increase 30 day restriction
Hi there, We have been using Pipedrive campaigns for a while now & really like it. Well done! Have used quite a few different ones over the years. We this week have been testing marketing automation this week also & its great too. And so made decision to copy all over to Pipedrive. BUT we have hit a road block while…

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