Submitted

Select Person and Organisation owner in Deal Quick Add
My company operates separate Sales and Support teams. A typical scenario is that Sales will win a new enquiry from a new customer, and send the details over to Support to create a new deal, organisation and person. Currently the Support user is assigned as the owner of all these records by default, having to then change…
Campaign API to generate temaplates
I am missing extended possibilities to control the campaigns via API. The most important point for me would be to create a template via API and start the campaign. Use case: I publish blog posts on my homepage. I can retrieve these via a feed. Whenever a new article appears, I would like to send it to a fixed mailing list…
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…
Enable IP exclusions for email open tracking
I've noticed that if I send an email from Pipedrive and then open it in my sent items in Gmail, an open is tracked. It would be good if I could provide my IP address to exclude my opens from the reports.
Product/Revenue Tracking
I am wondering if anyone who uses commission percentages to track deal revenues can tell me how they set up their products and track revenues? It seems cumbersome to figure out how to determine revenue on a piece of business. You can only choose (or at least I only know how to choose) Price, Quantity, Tax%. Could we look…
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…
Campaign Overview - Lock "Performance Over Time"
When looking at the campaign overview (by clicking on the campaign name of a sent campaign), the "Performance over time" chart appears to only show data over a rolling 7-day period. While this would make some sense if this were an automated campaign, for standard campaigns it means the report quickly goes blank and stays…
Voice notes in Web/ Desktop version
We really enjoy the Pipedrive app feature to record voice notes and transcript them. This feature would be even greater, if we could also use it in the Webversion. Meaning on the one hand to record voice notes as well from the laptop and secondly to be able to play the voice note as well inside Pipedrive. As of now the…
Notes on the insights feature.
I have a suggestion that I believe could greatly enhance our workflow. Currently, in the Insights feature, there's no option to display notes related to a deal. It would be incredibly helpful if we could view these notes directly from the overview, rather than having to go into each deal individually. Having this option…
Ability to attach a contact across multiple organizations
It's very common for a contact to work in multiple organizations simultaneously. It would be useful to have the ability to attach a contact to different organizations and filter based on this.
Organization / Relationship map
Add feature to allow us to create a relationship map for an organization
Reports: "Contains" or "Does not contain" for a multiple options custom field
Hi, Would it be possible to add an option to the drop-down menu in a report for a multiple options custom data field so that we can select "Contains" or "Does not contain" like we have in filters? The options "is any of" or "is not any of" which are available now for reports does not allow the same functionality, since…
Connect meetings automatically to deals & persons
We try to track 1st meetings and follow-up meetings as KPIs and therefore cluster all meeting activities accordingly. However, when meetings are scheduled via Outlook they are not automatically associated/ linked to the contact nor the deal. So they are lost in the Pipedrive space. What we have to do now is to search for…
Why can't you create and send quotes in pipedrive?
Surely quotations is an integral part of most sales processes, so I can't fathom why this functionality doesn't exist, especially when invoicing does ( and is fully integrated into Xero accounting and works perfectly) and you have to rely on third party apps. Presumably the same API that creates xero invoices can be used…
Filter with custom fields not available for reports
I understand that some features are only available for higher plans but especially when features which are mostly used by the management it should be possible to upgrade only a few user. It doesnt make sens to upgrade all users only to have custom fields as a filter in a report for me. That is really annoying.
Share Contact via Email
I often share contacts with others in my network and much like you can share a contact via iOS text messages it would be great to send an email and be able to easily select a contact from Pipedrive and then select one or more fields you wish to insert into the email or even send as VCF attachment. It would be even better…
Online Meeting Invite Description
We are hoping to change the auto-generated invite description sent out via Teams & Zoom. It currently looks as below but I see no way to mass amend this and only to amend via each invite. Can the auto-generated invite description be changed?
Make the number of tasks appear in the menu, in red, just like the activities.
Today, tasks added to projects don't give the user any kind of notification, so it's easy to forget they exist. Besides, we don't receive a list of the tasks due that day by email any more than we receive a list of the activities. The idea is that we receive some kind of notification so that these tasks aren't forgotten,…
Ability to update activities without notifying guests
Hello, I have requested this before: We need the ability to modify an activity without the invited guest receiving an email update. Why? Because it confuses the customer! Sometime we simply need to make a slight modification to the activity that does not impact the customer experience. But when they receive a notification,…
Drag Files From a Deal into Email (Or Save into a Separate Folder)
Hey, I have to add photos or videos to specific deals. When I want to send out info on those deals I have to re-download the saved files and then send them as attachments via email. Is there a way we can drag saved files from a deal into an email directly? This has become a crazy long process
Contacts and Deals sync with Calendar Activities
Hi all. Is there a way to automatically have my contacts and active deals sync with calendar activities? I have synced my Google Calendar with Pipedrive. However, I noticed that although my meetings show up in my activities (which is what I want), the contact and deal fields are blank. It doesn't automatically recognise…
Schedule meetings based on Sales team availability
We would like to create a booking / meeting scheduler link, which we can send out to leads or embed on the website, where a meeting is automatically assigned to an available salesperson. This could also be setup like a meeting rotation, meaning first booking is assigned to salesperson A, next booking is assigned to…
Quote with Products+photos/descriptions
I have a quote template but it only allows me to include the total price for the quote. For each customer I have a list of products and photos of the products. I would like to be able to auto send a quote at a stage and have the email include photos and descriptions of all the products for that deal. If I sell a furnace…
Filter History should include WHO last edited it
We ran into an issue today where some filters were changed, and were not able to see WHO made the changes. The filter editing window shows who made the filter and when it was last edited, but it does not tell you WHO made that most recent change. This would be helpful to know!
Bulk Import Products Into Deals via CSV
This is a CRM - I would like to know what my customers have ordered in the past so when they call I don't take 5 mins to pull together their order history. Can Pipedrive please add the ability to add multiple products to deals via CSV import? Our ability to slice and dice this data and upsell customers based on previous…
remove or fix the "Your account was under review." system when using campaign module !!
During our last campaign, 700 emails were not sent because Pipedrive flagged our campaign for "review". Although the campaign was approved the next day, the 700 emails were still NOT sent ! We had NO WAY to identify which emails were not sent. After speaking with support, our request was escalated to the developers, and we…
Outlook Calendar Sync using UTC time zone
Calendar items synced with Outlook show the UTC time with "Time zones" flag enabled in Outlook. This causes confusion especially when sharing calendar items with others that will see the UTC time. I have used other applications in the past that did not have this issue.
Control over Pipedrive Email Sending Windows
Would be very helpful to have a feature in Pipedrive's Email Sync that allows users to have control over the window from which emails can be sent in Pipedrive. For example, we have reps that work later in the evening that would appreciate the ability to draft emails and have them send the following morning, or avoid…
Emails created by automation link to closed deals
We work a lot with closed deals. These deals have automations based off different activities including sending emails. I've only just discovered that these emails don't get linked to any deals that aren't set as "Open". Ideally, these emails should always still be linked to the deal that the automation was triggered from!
Automations & Calendar Notifications
I strongly suggest that Pipedrive can make possible to automatically send and email to the invited contact of a calendar entry when it's concluded, since it's only possible to send to its creator or the contact associated with the deal.

Submitted

Discussion List