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Lead Scoring and visuals
Please add a lead scoring feature where we can add or subtract points based off of customer actions (for example: opens an email, clicks on a link, etc.). I know this is not the first time that this has been requested, but I am shocked that this doesn't exist in Pipedrive. We would also like to be able to manually enter a…
Better deal layout and deal cards
We would really like the ability to add colors to different deal stages. For example, we would like to have a light green background for the stage Sent Contract to easily visualize the step. The deal cards need some updates also. Why is the deal owner just represented by a tiny icon? Please give us the ability to show…
Please add followers to bulk edit feature
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
Document triggers: webhook triggered by signing event
This discussion was created from comments split from: Smart Doc Triggers. .
Subscription Revenue Report: Unable to see subscription
Insights > Report > Subscription Revenue: What is your subscription revenue? It was my impression based on conversations with support teams over the past year and a basic assumption that this report would allow us to see all upcoming renewal rates. In fact, I have been advised that this report only allows us to see…
Sinnvolle Informationen im Vorschaubild beim Hovern über Kontakte auf Organisationsebene
Ich bin auf Organisationsebene und hover über den verknüpften Kontakt. Mir werden dann im Fenster E-Mail-Adresse, Telefonnummer und Organisation angezeigt. E-Mail und Telefonnummer sind nicht verlinkt. Aus meiner Sicht sind das an dieser Stelle alles Informationen die nicht sinnvoll sind. Ich fände es besser, wenn das…
Incorporate Formula Field Functionality For Leads
We desperately need the formula field functionality for leads. We're in a high volume business that provides a large amount of quotes from people shopping around that does not result in a deal. We use these fields to calculate the estimated pricing for the service. We do not want to convert these to a deal, unfortunately…
Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
Add Filter Option for "Profile Picture Is Empty" in People List View
In the "People" list view, it’s possible to display the "Profile Picture" column, which is great for quick visual reference. However, it would be very helpful if we could add a filter criterion for "Profile Picture is empty" or "Profile Picture is not empty." A common scenario for me is recognizing a face, for example,…
Use SmartDocs & build templates without cloud storage access
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
Ability to attach files to email directly from deal
I'm wondering, why there is no possibility to attach files to emails directly from Pipedrive? I can attach a file to person or company or deal, but when I want to send this file with an email, I have to download this file and attach it from my computer. It doesn't make any sense. Can Pipedrive add this kind of function? It…
Pin Files to top
As we all have documents that give us a better overview on the deal at hand. I think it would be really helpful if Important files could be pinned to the top, just like notes (or even to a sidebar).
Automating incoming emails
Hi group. I would like to create automation that sorts out incoming mail. For example. an email comes into my mail box that is unrelated to any deal, so I would like to detect that mail and automatically delete it. I am running the advanced version of PD. cheers
Web Forms Should allow for Org Lookup
We have an Internal Lead Intake Form that our company staff use to provide Leads to our sales team. Currently, they enter in the Org name into the field, and then someone has to go merge that to an existing Org or clean up the new record. Wouldn't it be awesome if the Web Forms' Org field allowed for an actual lookup of…
Onedrive integration for any files
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
Custom fields when adding products to a deal
I would love to see custom fields for products displayed when adding products to a deal. As far as I know I can only modify price, quantity, taxes and discounts when adding products to a deal... But I am missing a lot of important product information in my deals (for instance, color finishes).
Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
Stagger reschedule activities
Hi Pipedrive Team, I’d love a feature that allows users to push all activities forward by a single day in bulk. For example, if I take a day off and have 60 follow-ups scheduled, I’d like to shift those to the next day and cascade the rest of the week’s activities accordingly. This would make managing tasks after a day off…
[Feature Request] Automation trigger for Smart Docs signing
The smart docs eSignatures are a great way to streamline clients' signing on proposals and quotes. However currently we can't get a trigger from Pipedrive (either in Workflow automation or via API / Zapier / Integromat) when a document has been signed. Having such an automation trigger will enable to kickstart onboarding…
Our own logo and link in the scheduler page?
There is a very cool tool which i want to start using, it is the scheduler tool. Really nice that customers can plan their own appointment in my calendar. No more e-mailing back and forth to find a free spot. BUT the scheduling page has the Pipedrive logo and (underneath) the link. It would be nice if our company logo and…
Notify sender of @ mentions if the recipient does not have notifications enabled
Discovered the hard way that my colleagues did not have @ mentions enabled. There is no warning or notification about this, so I assumed they got the messages I sent. Not so. So I propose to have a warning next to the persons name that you @ mention if they don't have notifications enabled, so that you are able to see…
Email compose window is way too small
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
Expand All and Collapse All on Plan view in Projects - for Phases and Groups views
Please add Expand All and Collapse All on the Plan view in Projects. Reason: When on the Phases view on the Plan tab, we have 8 different phases and our users only want to, typically, look at the one (i.e. the current) phase at a time, to reduce mental clutter. Currently it's time-consuming / annoying to have to manually…
Add 'Add note to project' to Note actions in Automations
Currently the only 'Add note to…' options as Actions in Automations are: Please add 'Add note to project' to this list of available note actions.
Add Projects fields to available Date Triggers in Automations
Currently these are the only types of Date fields that are available as automation triggers: Please add Projects to this.
Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
Zoom Phone Dialer
Can Pipedrive please develop an integration with zoom phone as a dialer option? It is the fastest growing business dialer software currently and I'm astonished that every other CRM has a native integration besides Pipedrive. If this isn't a priority for Pipedrive then we will have to start CRM shopping.
Pipedrive click-to-call integration with automatic call logging with Google Voice
Hey folks- Looking to solve a discussion that was closed with no resolution: Use case: I want to call directly from a deal in PD using Google Voice, and have that call logged automatically in Pipedrive. Happy to entertain 3rd-party plugins at this point. Any success stories out there?
Put Notes, Activities and Emails in true Chronological order
I've noticed for some time in a Contact, Deal or Account History, Pipedrive lists a Note or Activity at the bottom of a day's chronological order, which is not accurate when there are also emails listed. Note in the attached example, I've had an email exchange, and then added an Activity to the Timeline to indicate I've…

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