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Enable Saving Individual Contacts via vCard Files
Currently, Pipedrive allows you to sync your contacts to your mobile device in two ways: Sync all contacts. Sync none of them. However, there is no option to save contact details individually, which could be very helpful for users. A simple and universal solution could be to enable saving individual contacts via a vCard…
Import data: multiple choice fields
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
Ability to export a Project
In the same way that a Deal can be exported... …...we would like an Export option on a Project. To .xlsx would be okay, but preferably to a well formatted PDF, so we can store it on the file in SharePoint: Thanks!
Bug using iPad to browse the Pipedrive website and add new deals
I’ve found a bug in the pipedrive website app when used on an iPad. I can’t find any way to report it to the developers. Does anyone know how to do this? In case it’s done via this forum, the bug is: When creating a deal, you enter the name of the person and select “add this contact” in the pop-up as normal. You then add…
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…
Monthly Calendar View
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!
Microsoft Forms integration for sending out surveys out of Pipedrive
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
Audit trail inside each Task in Pipedrive Projects
Our team wants to see who marked a task as done in a project, and the date and time that was done. They want to see the 'audit trail' / changelog inside each task in a Project (aka Plan, in Pipedrive Projects terminology). On each of the projects we want to manage using Pipedrive Projects, we have 5 people collaborating.…
Freeze Rows & Columns
It would be very useful to have the ability to freeze rows and columns in the Pipedrive contact list just like in your average spreadsheet software like, Google Sheets or Excel. It would make it way easier to navigate the contact list when much data is visible.
Goal Reporting Split by Individual
Currently, when creating Goal reporting in Insights, we are unable to split up the data by multiple individuals, which seems like a simple & standard report type. I propose that we gain the ability to include multiple individuals in our Goal's reporting, distinct from the "Team" assignee option in that the X-Axis would…
Emails should automatically be counted as activities
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
Let us set the default type of Email and Phone in a person record
When adding a new person record, it shows different types for email and phone: Can we please get a setting that let's us change the default type for these options to Home instead of Work? Or, let us change the options order?
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…
[Feature request] Additional fields in Email templates and Workflow automation Send email action
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
Smart Docs - Ability to send multiple documents
It would be great if multiple documents could be sent via one email from Smart Docs. This functionality exists in tools like Docusign but cannot be accessed by that integration.
Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
Inviting Guests as mandatory or optional
I love the invite guests feature, but it would be great to add the ability of who is mandatory and who is optional as guests - I know this can be updated in external calendars, but in the activity itself would be ideal
Need bulk edit activities capability in activity list view!
I do the majority of my work/task management using Pipedrive's activity list view, which is very helpful. A huge pain-point is that I have no way to bulk add or bulk edit activities to my leads & deals from the activity list view. Given that the bulk edit feature on the deals list page is specific to "activities," it blows…
Prospector Needs to be Integrated in Contacts
Currently the Prospector tool does not fully integrate into Contacts. This is a massive oversight considering all the external prospecting tools (surfe/cognism/appolo) already do. We need PipeDrive Prospector to fully integrate to allow us to: Add new contacts into Pipedrive contacts and sync all their data. Fully sync…
Bug report: Formatting in rich text area on Notes and Activities changes dramatically when expanding
Please see screenshots of how rich text (particularly when cut and pasted) appears in the notes and activities section. Default contracted view (bad layout, indentation and bullets appear wrong) Expanded (correct, expected layout)
Creating Multiple API Keys with different permissions
I want to be able to create multiple API keys with different access permissions so that I can provide different keys to different external tools. E.g. one tool would access our data on a read only basis and the second on a read/write basis The current setup does not allow multiple API keys to be created and only maps the…
Project End Date
In Deals you have Estimated Close Date, and if you select that in the Customize Deal Card, it will be shown as DD-MMM-YYYY. Project End Date is shown in the Project Board View, but only as DD-MMM. YYYY, year is missing. Please add year in the Project Bord View as DD-MMM-YYYY.
Customize deal card in Pipeline Forecast View
In the sales pipeline view you can customize deal cards. It would have been great if that configuration also were valid for the Sales Forecast View, so you can see more information in the deal cards in Forecast View.
Add "Related Companies" to Filter options
Using a filter for Organizations, I would like to add "Related Companies" to the filter so I could then export that in a report. According to PD, it's not currently possible to directly filter related organizations in the list view or add them to a filter for export. The AI Bot suggested : "using an API endpoint to…
Colorizing activities in Calender view
Hello community and Pipedrive! I suggest adding a colorization feature to activities in calender view. For example possibility to give a color for activity A, another color for vactivity B, a third colr for activity type A, a fourth for acitvity type B, etc. Thanks for reading! Regards Carsten
Compare sales from 2 periods of time
Hi, I've seen this question many times from 2021 and still not answered. Pipedrive, could you please add this feature in Insights; comparing sales from 2 periods of time (ex: sales January to December 2023 versus 2024 in a graphic). That would be helpful! Thank you! Martin
Sales Inbox - Keyboard shortcuts and fewer clicks required
Hi Pipedrive team! Sales Inbox is a great concept, but if it is 2 to 3 times slower to process an email inbox than something like Gmail or Outlook, it reduces our team's productivity and creates resistance from the team to use the Sales Inbox in Pipedrive. Pipedrive has got to be the shortcut (the fastest way), not "the…
Leads Inbox: allow editing by clicking in the cell in the table view
The leads inbox really needs some updates to make it easier to use. Each cell in the leads inbox table is highlighted on hover, making it seem like you could click in the cell and edit the value, which would be a great feature so that we could update them easily. But, you have to click to open the side panel, then click on…
Projects & mass import
Hello, I would like to mass import projects like i can do with deals, activities, organisations etc. which i cannot do right now Is a development planned ?
Filters Improvements: Create multiple "OR" conditions groups
For those who know Airtable, it would be great to have exactly the same filter capacities. A group for a sequence of "AND" conditions (already OK). Then multiple "OR" conditions groups (not OK today. We can only have one group). Here is an example to illustrate how it is on Airtable: Today, Pipedrive is so limited with…

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