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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…
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Ability to auto BCC. Different from Smart BCC
Ability to add an auto bcc feature like outlook which is different from the smart bcc.
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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
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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…
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Notes Feature for Custom Fields
Hi When speaking to clients I will make notes when then are collated in the notes tab, under the deal, person or organisation. I would like to have the option for five more of those that have my own name for example “Weekly Meeting” using the custom field large text and I can then see them all in a tab, just as we do…
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Conditional Formatting
Hi I would love the ability to format a card, contact or organisation with a colour ideally a bar on the left side, with a symbol in the card or the whole card and any combination, so that when viewing rather than filters I can see when it has certain attributes. For example if I have VIP contacts that have a deal, rather…
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View Documents in Mobile App
We heavily depend on the information inside the documents in every deal. Is there any possibility of having that feature possible with the mobile app to view the documents?
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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!
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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.
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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…
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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.
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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
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jamboard integration
It would be nice to have an integration, since it is an app that we use to coordinate as a team
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Suggest people to be added to a New Deal
When you create a new deal from the organization, the new deal form should suggest adding people already connected to that organization. Instead, I have to type their name in. If I forget their last name, I either have to cancel the new deal to check or scroll through tons of options before I find the person for that…
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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.
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Viewing data (Team) in filtered lists // Visualización de datos (Equipo) en listados filtrados
When you apply a filter in list mode you can select the fields you want to display in the list. The display of the data referring to the team (TEAM) for, for example, the filters in DEALS cannot be activated. In addition, Team cannot be used as a condition for filtering, only specific users (owner). Wouldn't it be nice to…
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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…
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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…
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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
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3rd Party apps integration on the mobile app
I use a lot my iPad and it would be great to integrate zoom or other videoconferencing app with Pipedrive the same way it is on the browser on PC version
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Merged: Different "Details" information according to pipeline
This discussion has been merged.
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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…
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Merged: Add multiple subscription models, add ramp-up plan models, and edit subscription plan
This discussion has been merged.
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2FA Access for Implementation via Consultants
2FA provides a great sense of security for customers on Pipedrive. But as a consultant who regularly implements and accesses accounts, this can be a barrier for me to do my work. A common example is when I am testing my configuration in the evening when users are not working and dont expect to have to send emails to me…
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Pipedrive & Tilda
Would be great if we could get a direct integration between Pipedrive and the website builder Tilda to capture leads
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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.
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Activities View
For an even better overview on activities, it would be nice to have both calendar and list view in one.
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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.
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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.
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Reoccurring Deals
I would suggest to be able to track reoccurring deals in the insight section, so we can see how many times a certain organization is using our company to complete deals. I know there is a filter we can use in the Contact view, but I think it would be easier if you just did it with each organization rather than contact,…