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How to reach support?
How can I contact support?
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Merged: Dark Mode Option
This discussion has been merged.
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Activity Priority
I love the way Pipedrive organises Activities and how it visualises current, overdue and future tasks. However I get asked a lot by clients if theres a way to set an urgency level...to me there isnt really the best workaround for this unless you type urgent somewhere in the activity. Is it possible to use the same red,…
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Sync Two Email Account
I would suggest you add the option to sync two different email accounts since salespeople sometimes have two email accounts one as the main sales email and then they have their private email account.
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Pipedrive Mail--Move newest email to top instead of bottom of a thread
One tweak I would like to see is: When replying or forwarding an email in the Pipedrive mail interface, Pipedrive drops the new email to the bottom of the thread. I assume many of the Pipedrive subscribers use Outlook, where the new email is at the top of the thread. It is confusing. Pipedrive requires me to scroll down to…
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Team Inbox
My company works with a general email account that handles all inbound and outbound emails. We also have our own personal email accounts. Is there a feature or option coming for a company email or team inbox that is separate from a personal email account to be managed in Pipedrive?
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Whatsapp Business
Hi dev team, Please can you look proactively sending out messages to contacts via Whatsapp Business / Twilio in the Pipedrive platform. I appreciate the responsive capabilities in the lead gen section. We currently use Front and prefer to use Pipedrive for everything. Separately, to respond to Whatsapp Business message in…
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Organisation-Specific Smart Bcc
We currently have 'universal' and 'deal specific' smart bcc address options. Is there a reason organisation specific smart bcc addresses don't exist? When using Pipedrive as more of a conventional CRM system, it's sometimes prudent to attach emails which do not relate directly to a deal. Using the universal bcc address is…
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Enable Campaign Performance Analytics via API
We're using your features to send automated and manual campaigns. Now, we need to integrate their performance data into our reporting. We're using a vendor who built an integration calling your API. However, fields related to campaigns on the Persons field are retrieved as null. A community request is…
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Smart Doc/E-Signature to Trigger Automation
I'd like to be able to trigger an automation based on a completed e-signature in smart docs. Example: Proposal and Contract is sent to customer, the customer signs via Pipedrive e-signature. Pipedrive marks the document as completed... this should trigger automations such as mark deal as won or send a Slack notification to…
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Pipedrive in danish
Is it possible to launch Pipedrive in danish?
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Make Workflow Automations editable by anyone with permission
The fact that workflow automations can only be edited by the creator is a problem. Multiple users manage automations and if an automation needs to be edited, only the creator can edit. What if they are away or no longer with the organization? Please make it possible for any user with permissions to edit workflow…
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Additional fonts - desperately needed
Having flexibility and being able to add new fonts to Pipedrive. Many companies create a brand and with that brand, have a specific font used to convey that brand throughout everything. Very limited choice of font so a larger choice and the ability to add a specific font is needed
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Lead Scoring
Hi all, Is Pipedrive actively working on a native lead-scoring system within Pipedrive? I feel like this is an extremely important feature that other CRMs have had for a while now. Pipedrive is a sales-driven CRM and not having a native lead-scoring feature really lets it down. We really don't want to use a third-party…
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Feature request: Add person as deal participant in automation
Hi I'd love the ability to add a deal participant via an automation. Or alternatively, the option [checkbox etc] to set any new person added to a custom person field on the deal as a deal participant. Here's my use case which I imagine would apply to lots of other users: I'm a mortgage broker. Leads come into PD via a…
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Merged: Dropbox integration?
This discussion has been merged.
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Have tabs for the fields in the Deal Page
Be able to allocate the fields within the left hand column in a Deal to be categorised and then the left hand column can be tabbed so you can have several shorter lists of info rather than 1 long list as it currently is.
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Organising Data Fields in Pipedrive to make it Easier to Find the Correct Info and Improve User Expe
Problem: Lots of data fields; no ability to organise them into sections with headings etc I would like to have the ability to group specific data fields together and add a heading/ sections. WHY? because I find that when there are several data fields including custom fields, I spend too long trying to find the field I'm…
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Request for Including the note content field in the insights report section
It will be really convenient if you could add the Notes field in the Report section. It helps us to visualise the Notes along with the other data fields such as update time, next steps , deal value etc. For Generating report note content should be added in the insights report section. Exporting the notes or individually…
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Mac App + Shift to multi-select leads
Would love to have a PipeDrive Mac app in order to help compartmentalise workflows and give headspace to it as a dedicated task app. It's also a must that we have the ability to hold shift while clicking line checkboxes in leads and deals. I know in deals you can click and drag checkboxes but this isn't the most intuitive…
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Copy URL to a Lead Filter
For Contacts, Organizations and Activities, when I create a filter, I can simply copy the URL and share it with a colleague, for them to open the exact same filter directly (provided it is a shared one). For Leads this does not seem to be possible, because the filter id is not in the URL. I always have to tell people to go…
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Design Mail Inbox - Mark all as read buttom
I don't know if anyone else had the problem, but several times I have commited the error to mark all my mails like read in the Pipedrive inbox. As many, the knonw read mails are the ones for me I have not answered, so that brings me a lot of trouble. The design of the "mark all mails as read" buttom doesn't help a lot, as…
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Customer specific pricing for products
Hi, as a Pipedrive partner for larger product-centric companies often have client-specific pricing for each product or product group. This would be a great addition also in means of account management in Pipedrive. In general, I think the product fuctionality can be a huge benefit for bigger audience if just a few…
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Add categories to uploaded files
Hi, I'm working with files, uploading mainly PDFs, and images to Products and Deals. I have to say that the feature is quite nice, but lacks of a simple basic : categories (or labels)! Could it be possible to create customizable categories (or labels), just as we have them for Smart Docs and all other Pipedrive's sections…
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Campaigns Sender Block
It would be very nice to be able to edit the style of the sender block footer in campaign. For example, allowing users to match it to their style guide by changing the background, font size and color. This is quite often how it is done with other providers like Mailchimp, Sendgrid, etc.
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Merged: Workflow Automation - Update Marketing Status
This discussion has been merged.
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Ignore Duplicates on import from a spreadsheet
It would be very helpful if Pipedrive could ignore duplicates when I am importing data from an excel spreadsheet. Currently the two options of merging and creating a new deal do not work with my desired work flow.
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Merged: Associate a contact to multiple organisations
This discussion has been merged.
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Don't make product fields available if they are not usable in smart doc templates
All product fields look like they're useable in smart doc templates. You can even copy and paste the field merge code in the template. So imagine my surprise when the doc wouldn't populate with the field values. Turns out that the only product field you can use is product table. Which I only found out after contacting your…
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Product price without VAT - missing option
Hi, We made a huge transformation in our quoting process, thank you Pipedrive for the boost! :) This week we went Live with the quoting generation directly from Sales Documents, based on the information added in the deal products. We have one marketing issue... Customers now only see the unit price with VAT and because…