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Linking email to deals via "keyword" or "rules"
The automatic email linking in Pipedrive at the moment is a bit of hit and miss, it would be great to have a function within a deal to enable email linking rules. Our deals will generally have a "reference" number that is used throughout the communication, so it would be great if we can have a function to say that any…
Bulk link emails to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.
Webform only allows you to attach one file
Attaching just a file to Webforms is not enough in some cases, if it is not corrected I will cancel Leadbooster
Product images in export / api
Hi, I am trying to get an export of all product with their images (urls). I have tried export all product catalog and using the api to fetch all product but seems like product images are ommitted in general. How can I export / fetch all product data inlcuding product images?
Thumbnail view for files and photos
The ability to preview and get a glance of the files and photos we have on a deal is something we really need. Anyone else wishing for this?
Webform Default values
Can we have the ability to set the default value in a drop down field on a webform? Also be good if we could set a default value and then hide the field so the user can't change it (this can be done on Smartsheet forms). Currently I am using the title prefix function on the webform and then using an automation to populate…
Required fields-must be filled in to save
Hey I'm hoping this could happen- for required fields in any record (contact, deal, organization, etc) it would be great to not allow the record to be saved any time it is accessed, not just when it is created. We have a lot of contacts that are uploaded with an import, and then we access them later. We need users to fill…
Task Filters / Group By's - Project Software
Within the task list in the project management software, the only options are to filter by user or filter by task status. It would be beneficial if there were further filters or grouping features to allow for better reporting. For example: Group or filter by project Group or filter by date created Alongside this, I do…
Project Progress Circle
For the projects pipeline, instead of having colored circles indicating project health/status' it would be nice if there was a percentage metric based on tasks completed. This could also then be pulled into the dashboard project reporting. It would be helpful if anyone could open the projects pipeline and have the…
Campaign File Manager functionality
Can we please have some simple edit functions in the file manager within Campaigns? Functions to rename files and move them between folders would be great
Fix Horizontal Scrollbar in Firefox
Mozilla Firefox is my browser of choice and the horizontal scroll bar is very challenging to use especially in large tables like People. The scroll bar is about 3px high which makes in almost impossible to select. The scroll bar in Chrome is fine but it would be great to use my preferred browser.
Sales Calendar based on availability
It would be great to introduce a sales calendar system, or have the option to set up a calendar where you can select a sales colleague based on their availability. Additionally, it would be helpful to have a feature where you can overlay the calendars of Colleague A and Colleague B, showing only the times when both are…
Merged: Field Dependency
This discussion has been merged.
Subscription Plans per user
Hi, We have different levels of users requiring different levels of access / functionality within the system. Does Pipedrive plan to enhance their subscription model, to allow for price plans to be set on a user level, rather than system level. For example most users in our organisation are fine on the Essential Plan,…
Field/ Group - Conditional Logic/ dependency, ALL PARTICIPANTS (query. email & text)
This is really needed in our business. We have an International soccer org. and there are details we do not need for a Lead vs Deal We also have custom fields which need conditional logic/ dependency. EX: We have a custom field named: ROLE. When PLAYER is selected vs PARENT it would be nice to have conditional logic/…
Customization of double-opt-in emails
We would like to be able to customize double-opt-in emails according to our branding (wording and visuals). Suggested work around initially would be to have a double-opt-in link that could be added to a campaign.
Merged: Styled DOI mail
This discussion has been merged.
Automate updating consent status to "subscribed"
I need to automate updating the consent status of new contacts to "subscribed" so my email campaigns can trigger. Currently, I do this manually. Is there a way to automate this within Pipedrive ? Any tips are welcome!
How to include Deal Participants in People Filters Results
I'm trying to create a person filter for all those associated to deals with a particular label. I want both the deal's person and any participants to be included. However it seems that only the deal's person is selected and other participants are excluded. Is there a particular filter or way to do this?
Connect many deals to a single product
I am trying to upload a spreadsheet with customers who have purchased my products. I want to be able to see everyone who has purchased a specific product, within that product. Please can you advise how I can automate this? Thanks in advance
Up Vote Here - If Conditions in Email Automation Is Needed
Hello Guys. We need a new features in the email automation, it needs more advanced features like Keap. We need if conditions to build 1 automation instead of building many automations to streamline the sales process. Also, a feature to make the automation could reply to previous thread not send a new email.
Descending (or ascending) sorting on various fields within the Campaigns overview
Hi! I was wondering if it is on the roadmap of Pipedrive to enhance the campaigns overview screen. We have many campaigns and are building more. Now the only filter within the overview is to filter on Active, Draft, etc. (the states). Specifically, I am looking for the ability to apply descending (or ascending) sorting on…
Integration for Pipedrive activities with Microsoft To Do
Hi, Would it be possible to add the integration of selected Pipedrive activities with Microsoft To Do? Right now activities can be only synchronised with calendar, which is far from optimal as the nature of events in calendar and activities like tasks, calls, etc. differ vastly. Many thanks!
Signature and Initials Fields in Templates for SmartDocs
Following a chat with the support team it appears not yet possible to have Signature and Initials Fields in templates for SmartDocs. Please add this feature ! 🙏 A template is made to gain time. Adding signature and initials fields each time I convert a template into a doc seems so unnatural… 😫 Many thanks
Navigation button to go to next deal in pipeline from previous deal?
Hi it would be great to have a navigation arrow in a deal to go to the next deal in the pipeline instead of having to go back to the pipeline and click on the next deal.
Link Input into Email Composer
Since many sales professionals utilize different links to promote/track/share information, it would be helpful to have a drop down menu relating to "Links". Similar to that of Meeting Scheduler, Templates, Insert Field options. When you copy & paste links into emails, it populates like an image and doesn't format well. The…
Bug: Number of custom field values instead of text when using an automation to change the deal title
Many companies are using an automation to standartise the deal title. In some cases it is usefull to add specific values from a custom field. This works well as long as you do not add a new value to this field. In this case, the automation is not able anymore to use the text but it will show the number of the field value.…
Job Title
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
Send Automation Email Template to # of Deal Participants vs only Primary Deal Person
Hi Team, Currently the Automation to send out an Email Template only let's us select 1 "Deal Contact Person". Please allow us to automate sending out the email to certain number of Deal Participants. Perhaps I only need the first 2 or 3 Deal Participants to be copied in that automation each time. I recognize sometimes…
Insights para resumo
Olá, preciso gerar um relatório da média de vendas. Os dados aparecem em Resumo mas não tenho opção de gerar gráfico. Poderiam rever? Muito obrigada

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