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Add a Snooze Email function to Sales Inbox
Hi Pipedrive team! Please add a Snooze Email function to Sales Inbox. This is a brilliant feature that is now standard in email clients such as Gmail and Outlook. It allows the user to choose a time interval (Later today, Tomorrow, This weekend, Next week) or select a Date & Time for when the email should reappear in their…
Hidden Fields in Web Forms to Capture Pre-defined Data
Allowing users to input fields on the front-end which get passed through to Pipedrive deal fields is great. However, defining “hidden fields” on the back end which we can populate with data would increase the value of Web Forms massively and would make it a no-brainer subscription for us. For example, if we have a web form…
📞 Call + 💬 WhatsApp + 📲 SMS in Pipedrive – All in One Place!
HelloSend now brings Call, SMS, and WhatsApp messaging right inside Pipedrive — no tab switching, no missed conversations. ✅ Click-to-call directly from contact view ✅ Send/receive SMS & WhatsApp messages ✅ Bulk campaigns and automated workflows ✅ Logs all messages and calls in Activities ✅ Use your own Twilio number for…
Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
Filter by Count of Options Selected
A way to filter people based on a count of options selected in a multi-select field. For example: Classes Attended (Option 1, Option 2, Option 3 out of 10 options are selected for a person) filter people who have 3 or more options selected. Add "more then X selected" as an operator and let a user put a count say 3. The…
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…
Conditional logic for display of custom fields in Deal detail.
I have spoken with Pipedrive support and this doesn't exist/isn't possible, but placing it here as a feature request. The use case is: * We use Label field for our Organisations, to categorise the type of organisation eg. Lender, Customer, Consultant. We also have plenty of custom fields. Certain custom fields may relate…
Campaigns public share link
Hi. I would like to ask how can I add the content of my campaigns to our company website? Is there a way to share it/copy it somehow, so our clients can see their content? I need to use the design of campaigns for other marketing purposes. Ideal would be to get the public share link, that allows me to copy it to our…
email tone & length settings
Default settings needed to set the AI email tone and the email length to a user preference. It would save time adjusting these settings repeatedly for each use.
Add Date Range Custom Fields to Card View for Deals
On a deal card customization I can't add a Custom Field of a Date Range to the card. Our clients take classes, we track Start and End Dates. Instead of having two fields we'd rather just have a Date Range field. Especially since the card only allows for around 7 max fields. However, any Date Range custom fields are not…
MAIL > SORT/VIEW & CONVERSATION THREADING
Hi, Your email client has a particular way of sorting messages in the inbox. When you have replied to something, it then places that reply at the top of the inbox. This may be confusing for others, it certainly is for me. It would be useful if the sorting was user controllable. For example, when I reply to an email in my…
Calendar Sync with Calls
Pipedrive has a setting to connect "calls" to your users calendar and it's been extremely helpful as far as tracking missed calls. Unfortunately I'm not able to filter for only missed calls and I was seeing every call made by every user. My suggestion is to make a filterable setting on connecting Users to only their…
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…
Insights update musthaves!
I’d like to suggest some improvements to Insights. We prefer to keep our reporting within Pipedrive, rather than relying on external tools. However, some third-party platforms currently offer significant advantages in terms of flexibility and features. We believe Pipedrive could implement similar enhancements with relative…
Create public share link from my Campaigns?
Hi, is it possible to create public share link from my Campaigns? I want to use the design and content for other marketing purposes. Like sharing it to our company website and LinkedIn profile. Also, when are you bringing Canva interface to Marketplace? Thank you
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…
Email all Deal Participants?
Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
Make Voice Notes Available on Desktop & Add AI Transcription/Summarization
One of the biggest challenges for any organisation using a CRM is getting team members to leave adequate notes on deals and activities. While some people do this naturally, for others where writing isn't a strong point it can be quite difficult. For example, we have a couple of dyslexic team members who can communicate in…
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!)
Leads visibility for construction industry
SITUATION: We manufacture products for the commercial construction industry. We have a team of architectural managers who work with architects and designers (A&Ds) to help get our products specified in projects. And we have a separate team of sales reps who sell our products to the installers/subcontractors who manage the…
UTM Tags / Tracking For Campaigns
This is something that Pipedrive is really missing out on as Campaigns grows. I migrated from Mailchimp to Pipedrive Campaigns so everything was in one system. I'd really like Campaigns to have settings for UTM tags so I can track any links clicked inside the email. Currently I have to append every single link in my email…
What's going on with the mobile app?!
I’ve been loving all the new upgrades on Pipedrive, but it's a bit disheartening that the mobile app hasn’t seen any substantial improvements in years. While there have been a few small upgrades, they haven’t really transformed the experience. As much as I rely on Pipedrive, I find myself waiting until I can get to a…
Please Keep Us Informed About Future Issues
In the future, if any issue occurs, we kindly request that your support team inform us and also email the account holder. This will help us keep our customers informed on time.
Insights - Ability to add Description to a report and/or dashboard
It's reached a point where the reports and dashboards my sales org uses have certain nuance that benefit from tweaking the filters regularly. An optional plain text description or note to accompany each report at the header would be really useful. Many of these reports are dynamic and by modifying a filter slightly they…
multiple organizations per person
Hello there, Please consider allowing multiple organizations per person. This would match the real world - it is in the distant past where it wasn't common for people to have roles with multiple organizations at once. I know there are workarounds, thinking this would be valuable as a permanent feature :)
URL DEAL
Hi people, before the community desappear….(wrong desition of course) Anyone know how can we find the URL of a deal "by system" (not by hand coping it from the browser) ? I need to add that URL to an email template. Adding that URL to a field and than call the field inside the template can work, but the URL is not offered…
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.
Unlink single email not whole thread
Sometimes customers send new orders by using the Reply function and then they're editing the subject field. This causes that such email is being assigned to an old thread/deal and we're unable to unlink this single message from this old deal, because it's only possible to unlink a whole thread... Would be great to have an…
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.
Pipeline stages have some kind of numeric ordering, or category
Lots of my automations are like AND stage is ="Pending" AND stage is "Draft" AND stage is "xyz" If we had the option like available in Jira we could categories stages and then I could simply do If stage_category is "pre-signature" then it would be a catch all for multiple stages. Or if pipeline stages were ordered I could…

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