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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…
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…
Admins need to be able to control Synced Emails Automatically Linking to Deals
In our experience in managing over 50 Users with Email Sync turned on, we have found that the Email Sync > General settings feature of "Automatic linking" does not work well enough, and links email chains to Deals that are unrelated to what the email is about. We provide guidance to all of our Users when they set up Email…
Box.com Support
Do you have any plans to integrate Box.com cloud storage as an option alongside Google Drive and Microsoft OneDrive? We use Box for all our company files.
How can I sort or reorder my Product Variations?
I initially posted this as a suggestion, but maybe I'm missing something. Is there really no way of sorting or organizing the Variation list of each Product? I have over 30 variations per product, and since they are sorted by creation date, it's really hard to find them in the "Add product to deal" screen. This is creating…
Support for Time Fields in Web Forms
Would like to request the addition of time field support in Pipedrive web forms. Currently available field types include text, large text, single and multiple options, date, etc. However, there’s no way to collect specific time inputs, which presents a challenge for our use case, where both date and time are essential…
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…
Assign tasks to people outside of the company
I would like to use the projects part of the CRM but need to assign tasks to people outside of the company, like agencies and suppliers. They would not need a licence as will not be accessing the tasks themselves. It is for me to see who should be doing which part of the project and filter by that for the meetings with…
Enable organisation email link with deals and stop automatic contact person generation through smart
Recently, I noticed that when manually linking a deal to an email message, Pipedrive creates a contact person based on the email address if no contact person is associated with the deal. However, an organisation (with an email address) was linked to the deal. Mostly, this happens when I don't have a contact person for a…
Customer Support Quality Has Dropped – Feedback from a Loyal User
I'm getting increasingly frustrated with the current level of customer support from Pipedrive. It's becoming harder and harder to speak with an actual human or receive timely responses. At one point, I had to wait almost two days just to hear back from someone. I used to genuinely appreciate your customer support, and that…
Edit Phone and Email Types
It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email. Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails…
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…
Average value for numeric fields
It would be cool if we could create a report to visualize the average value of a certain numeric field.
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
AI Email settings
Please let us change the default settings for the AI email creation. Our team members want it to default to Friendly tone and Standard email length. This should be a user setting.
Document E-Signature Templates (Feature Request)
Currently you're able to create templates out of documents. However, you can't seem to make templates out of e-signing documents. This would be hugely beneficial for things such as letters of engagement, as currently you have to make the document from the template and then set it up for signing manually. Being able to one…
Email improvements needed
allow alternate views similar to Outlook, e.g. preview on the right side of each email. ability to snooze an email, similar to Outlook and Gmail ability to un-send an email within 5 or 10 seconds similar to Outlook and Gmail. These are basic improvements needed to get the email module to prime time. The dev team should…
Standardised signature templates
In the same way email templates are used to standardise emails sent from Pipedrive, it would make a lot of sense to have email signatures templated for all users. This is a very simple feature that would enhance the use of Pipedrive and remove the manual management of signatures for all users.
Unread email button on mobile app
It would be really helpful to have an "Unread Email" button on the Pipedrive mobile app, similar to what's available on desktop. Right now, it's difficult to quickly find unread messages when using the app. Especially when I’m not at my computer, I like to check new emails to stay up to date, even if I can’t reply right…

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