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business card scanner for IOS
would love a business card scanner feature for Apple products
Feature Request: AI Summarize a customer by taking into account all notes and activities
I’d love to see an AI feature that can generate a concise summary of an Organization’s journey and status by analyzing all linked notes, activities, and communications. This would provide instant context when viewing an Organization so my team can jump back into conversations without wondering, "where were we with…".
Keep Won Deals Visible in Pipeline Until Fully Closed (Aftercare/Long-Term Follow-Up)
Hi everyone, I’d love to see an option added that allows Won deals to remain visible in the active pipeline, even after being marked as “won.” The reason: many of my deals, although considered won from a sales perspective, still require months of aftercare, onboarding, or scheduled follow-up. These deals often stay active…
Why can I not find a way to delete a custom activity type?
I created a bunch of custom activities and now realize I don't need half of them, I want to delete them to clean it up, why can I not do this, or can I? What am I missing?
Product unit price (discounted) does not round to 2 decimals on templates
Hello, It would be nice if the Unit price (discounted) actually rounded to 2 decimal places. On our template we use [Product unit price (discounted) (product unit_prices_discounted)] but depending on the calculation it could go beyond 2 decimal places and does not look nice on a quote. The user can backspace the amount but…
Bulk Editing Should be Decoupled from Group Emailing
Could the ability to send a Group Email (not Campaigns) be decoupled from the Bulk editing capability? Our internal security team recently had us turn off bulk editing, to better control our data (and since Pipedrive emails our Legal rep weekly about this "high risk" feature being turned on). Almost immediately, we heard…
Bulk Editing Should be Included in Security Notices
We utilize and appreciate the security emails that inform admins when a record was exported or deleted. This allows us to monitor and track when folks export and delete, instead of turning these features off for Users. Our internal teams are asking us to lock down bulk editing, since these are not included in the security…
Add filtering based on linked contacts’ email activity, at Organization level
A CRM tool that’s used for sales and outreach really needs to allow filters based on whether the contacts (People) linked to an Organization have been contacted recently. Right now, there's no way to check, at the Organization level, if none of the linked People have received an email in the last X days. This makes it…
Multiple Users In An Activity
Hi there, I've seen similar posts requesting for that ability to add multiple users to an activity but no useful responses to the issue. Is the only current workaround to add other users within Pipedrive as contacts so they can be invited as "guests" to an activity? Thanks!
Integration to Daily Planners
Since Pipedrive is a strict CRM we are forced to use other apps for administrative or project tasks. Another limitation from Pipedrive is that it only syncs with one calendar. Therefore in order to see all the tasks (Pipedrive and non-CRM related) it is absolutely necessary to have an external calendar. Instead of a simple…
Sales Inbox - User Interface Options
Hi Pipedrive! I've been excited about using the sales inbox as my main email platform. It will help us in so many ways. However, I am having a hard time making the switch from gmail, and one of the main issues is the visual interface. The Pipedrive email interface is a bit overwhelming for a couple of reasons. I cannot…
Upload product image using API (make.com /Zapier)
Hi, I have many E-commerce clients that can really use the product image and since they have hundreds of products this can't be done manually, it needs to be done via automation, is this being developed? if not can this be considered? Thanks
Deal owner phone number
Smart docs has a merge field tag called Deal owner phone number. There is no place for a pipedrive user to fill out their phone number in their pipedrive user profile and in order for this to work each user must contact pipedrive support to have a phone number added to their profile. Please make this a field in the…
Multiple Calendar Integration
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
Omnichannel Inbox for WhatsApp, IG & Facebook
Just saw the Facebook integration and it’s great but I honestly don’t understand why Pipedrive doesn’t offer the same for WhatsApp. No CRM has all these channels in one place yet. This could really set Pipedrive apart and make things so much smoother for sales teams. Even as a paid add-on, I think a lot of us would go for…
Native side bar plugin for Outlook
Highly missing the native side bar plugin for Outlook with some details of contact within Pipedrive like in E-way CRM, HubSpot, CASS … to switch from Outlook to the CRM app.
Include custom field (a URL) as a hyperlink in an email template
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
Create organisation from web visit improvement
Right now when I create an organisation from web visit not all data comes across ie website its there in the details but it does not pull that accross. can this pull across automatically and allow you to change it if you need to?
Notes summary field / Last note
Hi we have user who like to use the spreadsheet view for deals and leads, they would also like to see the last note in a field. would a last note or note summary field be posible Cheers J
Product Insights
It would be highly beneficial to allow Product Category reporting.
Leads: lists and sublists
My leads need to be separated in different sublists. I should be able arrange those sublists with filters and labels. What I need is: _ sublists (examples : leads with a specific role, partners, etc) _ easily accessible - a one click access - (on the right side of the screen for instance) _ That I can filter (filters are…
Smart data - Push to the person/organisation fields
the smart data seems detached from the main data, can there be an option to push smart data to the person or organisation
Include "Emails Sent" In "Last Activity Date" column
I don't know why but emails sent from within Pipedrive, which are one of the main activities a sales rep can do to move a deal forward, are not counted as an 'activity' on the deals listed in Pipedrive and do not update the "Last Activity Date" column in Pipedrive. Having emails count as activities would be a major help…
Resend Campaign to not open email users
It is a very usefull feature that comes with almost all email marketing tools, and I used a lot when I used Mailchimp tool. It help me to resend campaign just one click to the users that could open the email. An user can open an email for many reasons, They receive a lot email afer our email so our email left to below of…
Templates for activities
I think it might be an appreciated feature to be able to use templates for activities. I have a lot of same activities - like Follow up after 14 days or Call someone after a week. But these cannot be automated as the trigger might be irregular (might be an email or a call or another opportunity). However, these tasks are…
"Expected close date" missing in email templates
Hi, I've just found that "Expected close date" is not available as the 'insertable fields' in email templates. Is this a bug or I'm missing something? Thanks
Table of Custom Fields
Is there a way to create a table of custom fields? The field grouping (as I understand it) doesn't give me the functionality we need. I appreciate any suggestions on how to track the following situation: My company sells memberships into different groups. A company may buy a membership in multiple groups. Each group has a…
Multiple organizations tied to the same person
Would you find it helpful to have multiple organizations tied to a contact?
Adding multiple Contacts/People to a Lead
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
Can you please add the ability to Child / Parent / Sister Organization relationships via CSV Data Up
Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs

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