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Activities Performance Report based on several subjects
Hi, It would be great that you could create a activites performance report, were you are able to state several different subjects. Either that you could with comma or " ", add several subjects, or you could add more conditions that you could choose that the report includes either one subject or another. No there is no…
Adding an automatic follow-up reminder if a contact has not responded to your email
During the course of my sales efforts, I send a lot of emails that go unanswered and require me to go back to that lead/contact and remind them that I need a response. Right now, the workflow for this problem inside of Pipedrive is pretty miserable since I send an email (inside of Pipedrive) and then i have to manually…
Add the ability to have different Lost Reasons for different pipelines
The lost reasons list is a list across the entire Pipedrive workspace but within our business we can have different reasons for a deal being lost depending upon the pipe. Currently we have to show a long list of lost reasons to our users whereas being able to customise this based upon which pipe the deal belongs to would…
Archiving Deals
We have a need to archive deals so that they are still accessible but do not want to win or lose them because we have Insights and Goals set up that would skew the data.
Major Flaw - Activities Auto Cancel Meetings
When marking an activity as complete Pipedrive cancels any related calendar invite, this then sends a meeting cancelation to all contacts from the meeting, creating confusion and sending unnecessary meeting cancelation notifications to clients. Please can you disable this feature, so calendar invites are not cancelled when…
Show/Hide Custom Fields Based On Permission Sets
Hey everyone, I'd like to be able to show/hide certain custom fields based on the permission sets that are assigned to the user. For example, I have a "Net Profit" custom field that shows the net profit of each deal. I'd like to be able to hide fields that are sensitive like that and only show it to admins, or certain…
Pipedrive Lead Scoring
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
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…
Add Abbreviated State Option in Address Fields
We pass address information to several partners and all of them use abbreviated state fields. Example: FL instead of FL, GA instead of Georgia. Could we please add the state abbreviation to the address fields? This is available as "short name" with Google Maps, it should be an extremely easy fix to add to the results.…
Enable CC in group email.
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
Filter: Show deals which INDEED reached a certain stage (and not only came past it)
We sometimes have "fast forwards" for deals in our sales pipeline. For example sometimes customers don't want a presentation of our product but directly buy that product. Then we directly forward the according deal to the "sold" stage i.e. the deal skips the pipeline stage "product presentation". If I now create a deals…
Insights and reporting for Projects
I've been closely following the development of the project module, and it's safe to say that I'm excited about the progress so far. However, I'm still curious about what the future brings in regards to a couple of features that are incredibly important for us: Adding projects to insights for progress reporting. Creating a…
More Email Filters
It would be incredibly useful to have enhanced email filtering options. A few suggestions include: Adding a filter to search for emails from specific dates. Offering a filter to search by subject only, without including the email body (and viceversa) Introducing a filter to find emails associated with specific projects.…
Adding a "Copy" button for data fields
Pipedrive should add a "copy" button beside the contact/organization fields, so that users could easily copy the content without having to click on the "Edit" icon and then copy the content.
Advanced Filters - And/Or Grouping
We really need the ability to do more advanced filters with and/or combinations (parenthetical expressions). Another option would be to include/exclude records based on the results of another filter. Example, we have a filter that pulls all "Won" deals with a deal end date (custom field) that is in the future. Works great…
Bulk Import from Contacts > People to Leads
Hello everyone, It would be really useful to have the ability to select multiple contacts from the Contacts > People database and add them to the Leads database in bulk. Currently, the available options are: Manually opening each contact and adding them as leads one by one. Searching for the prospect’s name directly in the…
Email inbox: move to next message instead of back to list when archiving/deleting a message
Currently, deleting or archiving an email jumps back to the list view and makes going thru new emails a tedious process. Lots of clicks, loss of time. Hard to sell this to clients who spend their day in mail clients. To make it a better experience, deleting or archiving an email should jump to the next email and stay in…
Book an online meeting on website with filtering, qualification and sync with Pipedrive
At the moment I have a Calendly widget on my website for booking an online video meeting that allows me to ask the lead some initial questions for filtering and routing, and then if the lead is qualified, ask some more questions that are necessary for the initial discussion with a lead during this meeting. The widget is…
Make it possible to split deals between sales agents
For future updates, I think you really should consider an option to split a deal between two owners/agents within a team/organization. As for now, we have to manage these deals in Excel, which kind of takes the fun and functionality out of using Pipedrive. We use products in order to make a prognosis and we use goals to…
Allow us to choose to show days of the week (Monday, Tuesday, Wednesday...) in date fields
Hello everyone. Our sales reps would save some time if they could see what day of the week an activity has been scheduled, as this is how they distribute incoming leads among themselves. Right now, they need to be checking a calendar every time they want to assign a lead. I tried to create an automation for this, checking…
Add A Color Picker Tool to Label Colors
There are only 10 label colors which is very limiting when tracking a wide variety of information about one or more clients. Please add a color picker (the dropper tool) so that custom colors can be used for labels. Thank you!
Make single option field display consistent
We have some custom singleoption fields that are being displayed in two totally different ways. One is being shown horizontally, and the other is a drop-down menu. This makes no sense to me. Please change this to always display as a dropdown menu, or else make it a toggle option to display it horizontally.
A Template should not print EMPTY BRACKETS
Hi everyone, I'm working with creating Documents from Templates. My issue is that when a Custom Field in the Template is not actually filled out in the Organisation (e.g. [Organisation Phone]) it actually prints "[Organisation Phone]" in the created document that I have to export to .pdf! Can someone fix this so it prints…
Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
Merge tags fallback Value
Hello, I'm not sure why this isn't an easy spot, but I can't work out how to add a fallback value when using merge tags. For example, I want to use First Name. This is easy enough, but then if there isn't a first name in the system I want a fallback option. In my previous email campaigns platform it was done like: Hey…
Ability to attach files to email directly from deal
I'm wondering, why there is no possibility to attach files to emails directly from Pipedrive? I can attach a file to person or company or deal, but when I want to send this file with an email, I have to download this file and attach it from my computer. It doesn't make any sense. Can Pipedrive add this kind of function? It…
How use product custom field in insight ?
I wouldlike use some product custom field in insigh but i have just some original field. How I can use product custom field ???
Date field yearly or by yearly triggers
Hi, It would be lovely to have an extra option in the date automation field. As an example, we send a yearly birthday e-mail to our clients. We have the date of birth, but what is missing now is the option to automate the date trigger yearly. Furthermore it would be nice to have the option: yearly or every 2,3,4,5,6,7,8…
Add create email endpoint
Hi, currently the API does not support neither creating a new mailthread nor adding a mail to an existing thread. This is very unfortunate as our SDRs are working with multiple email accounts for domain reputation reasons. The current email sync feature only allows to sync one email account... Even funneling all accounts…
Block users from Live Chat
Would appreciate if I could block unwanted IPs from access to the live chat or block specific users that have sent messages.

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