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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.
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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 !
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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.
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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?
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Contacts Timeline should be able to notify you when you have someone you need to contact
The Contacts Timeline feature is great, but it would be a lot more useful if Pipedrive could notify you when a contact needs to be followed up with. For instance, this could be a weekly roundup type email that simply lists all the contacts that are currently red in the Contacts Timeline view. If anyone knows a workaround…
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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…
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keep the name of the contact in a pinned note
When you pin a note at the organization level, the contact name from which you got the info shouldn't disappear. You need the info at the organization level, but you still need to know who said that.
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Do not exclude deals with a single payment date from forecast
It appears that deals which have a payment start date set, but no payment end date, are excluded from the forecast view. This can be confusing or frustrating if the user doesn't know why they are being excluded. Pipedrive will accept setting only a payment start date, which have often done and initially assumed was the…
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'' 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…
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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?
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Merged: Improve synchronization between the mailbox and Pipedrive
This discussion has been merged.
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Automatic addition of date and time in the notes of the activities
Hello everyone, It would be very effective if I could add the date and time automatically to notes I add to a certain activity. At the moment I have to write it manually and it takes a lot of time. I directed the request to Jorge from the support team. Jorge handles my every request in an efficient and fast manner and he…
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Projects Improvement
The new Projects feature in Pipedrive is exciting. One suggestion is that when creating a task in a template you should be able to have the same options when you create a task in a project. Right now you cannot add a description among other items. Above: Creating a task in a template below creating a task in a project.
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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
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Ppd Devs: Remove connections when an entry is removed
Hi guys! I hope this is the right channel to communicate this to Pipedrive developers: It would be more correct to clear the connections when an entry is removed. For example, I create an Activity and connect it to a Deal - if I delete the Deal, the activity will still be pointing to a non-existing entry in the Deals…
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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.
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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
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Module de Gestion contrat
Hello De nouvelles idées pour améliorer, une gestion unifiée à travers Pipedrive c'est un module de gestion contrat. Je précise qu'une affaire deviendrait un contrat après son closing. Son intérêt est d'avoir un pilotage des affaires qui durent sur le long terme et qui ne s'arrête pas seulement la simple transaction. Pour…
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Search product by addTime
It's not possible to search products on addTime criterion. It could be interesting to identify products.
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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…
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ABILITY TO COLLAPSE SIDEBAR COLLECTIONS
It would be GREAT to be able to collapse/expand the data blocks on left hand side of Deal/Contacts. This would save a ton of time scrolling up and down. In this way, you don't have to constantly be scrolling. You could just click the block and it would open...and then click again and close...think of how Notion.so works,…
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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…
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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…
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Checklist on Left side of screen in Deal
The ability to have a rolling checklist that had check boxes that could be checked when a task is completed would be a huge advancement! The left side of the screen (typically details would be a great place for this to go) I envision this being a checklist that would appear based on the Pipeline that a deal is opened in..…
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View Entire Project Board
The Deals section allows you to see your whole pipeline without side scrolling. I'd like to be able to do this with the Projects section as well so we can quickly see project status without having to look for it.
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Autocomplete Field on Projects
I use the autocomplete data type to enter and track order numbers. This is allowed in Deals as a custom field, but not in projects. I think it makes sense to track this information in projects. My goal is to be able to enter multiple order numbers in one field and have each of them be searchable, which is what the…
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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…
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Pipe Drive Trello
Serait-il possible d'ajouter les commentaire de Trello dans PipeDrive. Car cela fonctionne dans un sens mais pas dans l'autre. Les commentaires indiqués dans PipeDrive sont retranscrit dans Trello mais pas l'inverse. Pourriez-vous simplement ajouter un onglet commentaire dans Linked Trello Cards? Merci
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Zendesk Integration - Call recordings
Dear Community, We are writing you regarding the Pipedrive and Zendesk Integration, As you know, the Zendesk Suite provides a lot of features Including Ticketing Systems, Call Center Capabilities etc... As it stands, the Pipedrive and Zendesk Integration is only linked to the Ticketing System portion of Zendesk, which…
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Google form html integration
Hi there, It would be great to be able to integrate a Google Form html directly into an email campaign in 'Campaigns'. Cheers