Submitted

Automatically make an email shared if linked to a lead or deal
Hi team I currently have my `default email sharing` configured to private, and then manually change any email linked to a lead or deal to `share within your company` Can you please add the ability to automate this? Therefore if an email is linked to deal or lead, make shared automatically. Cheers Sam
Filter or Activity types in History
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.
[Feature Request] Deal URL in variables/fields for emails/templates
Hello, it would be great to have the possibility to insert a link to the current deal in an e-mail template or automation emails. This would allow the recipient receiving a notification (from an automated task for example) to click directly to the deal. Currently, it's not really possible because inserting in an email…
Prefill Name and Email in Meeting Scheduler
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
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…
Add Organizations as Participants in deals
We ask to add Organizations as Participants in deals. Currently only People can be added as Participants in Deals; however, often a Company is a Participant in a deal rather than just one person. Secondly, if Participants could be added automatically by Pipedrive when email is synced under the deal - this would enable to…
Color Blind friendly Colors PLEASE!!!!
I would like you to consider making the text colors for WON or LOST deals color blind friendly, or at least offer that option. There is a high percentage of the population that cannot distinguish red and green easily. We all struggle daily with this issue in more aspects of our lives than you would care to image. How about…
Email Template Variables in Hyperlinks
Our team would like to be able to put Email Template Variables / Data Fields in Hyperlinks. There is currently no ways to insert a data field into a hyperlink in an email template.
Make single option field display consistent
We have some custom singleoption fields that are being displayed in two totally different ways. One is being shown horizontally, and the other is a drop-down menu. This makes no sense to me. Please change this to always display as a dropdown menu, or else make it a toggle option to display it horizontally.
Adding a formula capability to the date fields in "Update deal/lead/activity"
Inside an automation action, I would like to update a deal field to a date PLUS X days. For example, for my custom field "Payment Date", I would like to always get the date of the field "Expected Close date" plus 60 days (for a type of deals). Right now, the automation only allows updating the field value to "In 2 months",…
Organizing Filters / Filter Management
A specific organization system for filters will be very helpful. Our team uses many different filters to view and manage our pipelines and deals. Being able to sort the list of filters, or move filters up and down the list view would be ideal. Filter folders for further organization could be good too. The existing favorite…
Is it possible to schedule in our pipedrive calendar the product billing date of the installment?
Hi everybody, I recently got pipedrive, just checked installment and the insights features, I wondered if it is possible to schedule in the calendar, the product billing date that we fill up in the installment fields? I'm thinking a way to add the installment right away and an activity at the same time. Thank you in…
Feature Request - Additional Signer Fields
Most Signature tools allow you to place two basic fields: Signer's Name Today's Date Right now we have to use Text Fields to accomplish this, it sets PD a set backward
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…
Bug report: one company's emails have suddenly started being synched in another company's lead
We created a lead for Company A. Emails were synchronising fine until a couple of weeks ago. Now, Company B's emails are synchronising into that lead. There's no related company connection. In our instance of Pipedrive, the 2 companies have IDs 3189 (Company A) and 4232 (Company B) The people have IDs 10635 (Company A) And…
Email Design Options: ability to change fonts, size, colors
Are there any plans to be able to customize the look of emails? Fonts, size, colors, aliment etc.? Id like to be able to keep my company branding uniform, but also be able to add "character" to my messaging.
How to ADD a team member to a scheduled meeting
Hello! I have set up my calendar and scheduler so that my members can book time with me, however, I need to add another teammate to every meeting booked with me as we do them together. I cannot for the life of me figure out how to use workflows to add another person to this calendar invite OR automatically send the same…
PROJECT - Right management - 2025 update
hello, Could we have an update on right management for projects ? read only for specific users, … right management is perfect for deals or accounts, but there is nothing related to projects .
Phone Customer Service Help for EVERYONE!!!
I have so many questions in different areas; all I would need is a Google Meet with a live human to ask my questions and have an actual response. However, because our company doesn't have the "more expensive" membership we are not allowed that type of help. I have to spend hours of my time searching for videos that do not…
Deleting activities within the deal
This might new be a new request but if so it seems pretty logical. Currently there is not a way to delete activities within the deal card itself, only through the activities tab. It would be helpful for reschedule or cancelled meetings to be able to delete the activity from within the deal.
Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
Linking one email to multiple deals?
Is it possible to link one email to multiple deals in multiple pipelines?
Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
Integration with Storis
We would like an integration with our POS, Storis.
Proper branching (if/else/elseif) in workflow automation
Currently, it is only possible to have one condition and the next step only triggers if that condition is met. Which makes workflow automation design super tedious: clone workflow, change the statement, clone again, change the statement again and so forth. Since it's also not possible to use dynamic values, we just abandon…
Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
Transfer labels from leads to deals
Hi all, It would be great if we could transfer labels from leads to deals. This way every time you assign a specific label to a lead, that label would then stick to deal coming from the lead, which can be pretty useful, especially if you want to keep track of the lead funnel: where it came from, and what type of deal it…
Email templates shared with team
We have multiple email templates tailored to different clients. However, not all sales teams need access to every template—each team should only see the templates relevant to them. Currently, email templates can only be set as either private or shared. It would be great if the “shared” option included an additional…
Segment or split an automation into different paths
I would really like the ability to split an automation into different paths. Each path would run based on different filters and conditions. Please add to your list of ideas to implement
Nurturing
the only way to do nurture MQL is via automatisation. I have created 3 sequences (Cold, warm, hot) of 5 steps ( mainly email). I have created a program to manage lead scoring ( but impossible to use campaign data as there is no API for this, only interactivity with you form, email , meeting). Here the issues : 1- Sequence…

Submitted

Discussion List