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Pipeline Showing Only Days in Stage Causes Confusion
The pipeline showing only the days in Stage rather than the name of that stage causes unnecessary confusion and constant hovering to see what stage to move something to. Perhaps it's just us but many times we may skip a stage or two and we need to hover over the future stages to see the tool tip to know the name of that…
Marking Deals as Lost Help
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
Duplicate button on a people
Most of the Labels which you have to enter in a field are common in people who work at same organization. So it would be helpful if we can have duplicate feature in a contact very similar to what we have in deals
Automating Double Opt-In
Hi all Is there a way within Pipedrive to Automate Double-Opt in Emails to be sent when a new Person and Lead comes in? I'd have this under a particular tag as it would only really be those who have opted in for marketing based on our lead gen forms on Website, Facebook/ Google/ Linkedin forms. As I understand it now, I…
I need feedback on how it is custummer sucess integrations on pipedrive
I whant to know from the companies of pipedrive how do you manage custummers after they have bougth from you, or not. Do you keep nutiring them? What kpis do yoi track rigth now? There is some information that you whold like to track?
Onboarding for Free Trial and Post-commitment
Just finished my onboarding call following subscribing to Pipedrive's entry level. I first completed a multi-week free trial, and through all, I read everything I could get my hands on to ease my learning curve. It was only after the onboarding call today that I got (or saw or noticed) the pdf Administrator's Tool guide. I…
Companies of pipedrive, i need to know
I whant to know from the companies of pipedrive how do you manage custummers after they have bougth from you or not. Do you keep nutiring them? What kpis do yoi track rigth now? There is some information that you whold like to track?
CTRL + Enter sends an email
That's it. Just like Gmail.
Adding Custom Fields to Deal Product Line
you can add notes to each line, but having the ability to have structured data would be huge My use cases, Sales person can choose from a list of available location for each product added to a deal. I can utilise the field in external tools, make.com to add calculation results to be used within the smart doc feature.
Need for an internal Chat for the company as part of Pipedrive basic features !
Hello there ! I hope you are taking care of your health ! I wish sometimes in the near future you will develop an internal Chat in Pipedrive so employees can communicate between them about the deals. That would be fantastic. Imagine being able inside a deal that is followed by several people of the company to post a…
Folders for managing and building email templates
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
Create activity from email
It would be very helpful to be able to create an acitivity from an email that is tagged or associated with a contact. This would allow the information in the email to automatically be included with the Activity.
Copy notes to the next activity
It would be very helpful to be able to have a button that copies the activity notes, so we can add them to the next follow up activity. Currently, we have to cut and paste them manually.
Added the ability to organize email templates with folders and subfolders.
Hey, this will be great to be able to organize email templates with folders and subfolders. We are now 14 users in my team and we share templates. This is very difficult to find the good template in a list of 70 items without folders. Thanks for your help.
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…
Pipedrive Automation Builder Help
Greetings! We are in need of a developer or Pipedrive expert that can help us create automations and properly set up our account. How should we go about this?
Add Label/Category for Files
This would be very helpful if we could, at the very least, add labels to files and group (or filter for) those files with the same label Especially if you want this CRM to work for various operations, we should be able to categorize files also when we're working with different departments and files.
Add label or category to files
It would be helpful if we can add labels and/or category to files to group/filter files. Files section can get hectic with different types of files such as bank statements, contracts, agreements, etc.
Scheduler - Allow the Phone field question to be customized or disabled
Overview: Currently, Pipedrive’s appointment scheduler includes a default phone number field in the scheduling form. This field is intended for users to input their phone number, but many customers fill it in without including the country code, which causes issues with the accuracy of the data. We often receive phone…
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…
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?
Data updates in reports list view
Unlike list view in deals. List view in reports does not let you update data. This means you end up having to replicate the report in list view (where the options are also not exactly the same) to be able to update the deals you've identified through the report. This could be a lot more efficient
Option to have notes automatically expanded
Hello, I am constantly looking at the notes and would like the option to have it expanded automatically instead of having to click on the notes every single time I go to a new deal or contact. This would make things so much easier and save time because notes are the only thing that help me understand what I need to know…
Allow additional email recipients from custom fields in workflow automation
I couldn't find this anywhere after a search. Currently, email alerts within workflow automations allow the following recipients to an email, or you can hard-code a specific email address: What Pipedrive doesn't allow you to do is send an email to another user involved in the deal, even though their custom fields allow…
Choose "website" field, when importing organization data
Hi all, I'm new to Pipedrive, but used to other systems, including Hubspot. I'm trying to import a list of organizations to our new pipedrive account, but I cannot seem to map the field "website" - any ideas?
Ability to Refer to Specific Notes via URL
Hello Pipedrive Team, I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL. This feature would be…
Campaigns: Receiving auto-replies and bounce notifications to the reply-to email
I was told Pipedrive made the decision earlier this year to stop generating auto-replies and bounce notifications for campaigns to the reply-to email. This is a critical part of maintaining the integrity of our CRM, and our old email marketing platform Mailchimp was providing this. Please bring this back.
Serious lacks in the Merge Duplicates function
I'm a bit frustrated with Pipedrive's Merge duplicates function. Having to go one-by-one, clicking countless times for each of them is really tedious. I don't see that the "Preview"-step is needed, as it doesnt show anything not seen before pressing preview. My latest job change moved me to Pipedrive from Zoho, which had a…
Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
There should be a preview for group emailing before sending
Hi, I have a short feedback while using group emailing feature. It would be nice to have extra step, where you can check the preview of emails before sending them. Especially when you work with insterted custom fields, it can happen, that something can go wrong or some information is not stored correctly. This would be a…

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