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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…
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…
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.
Ability to filter emails within projects
One feature that makes a difference is being able to link emails to projects/deals and access them all within projects or deals. However, once the email is linked to the project, it becomes very difficult to find it within the project, so I think it would be interesting if we could filter the emails linked to projects by…
number formatting
When a custom number field is utilized one should be able to format it to show thousand designator comma currently 111909 looks like this needs to look like this 111,909
Percentage % custom field
Be able to creat a custom field as percentage and not only value as today.
Deal visibility in Pipeline view for deals I follow
Deals have a single owner, but sometimes others contribute to deals - these users are always followers of the deal. Would be very useful for Deals where the current user is a Follower to appear in the Pipeline view (potential flagged as Followed vs Owner deal).
What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
Ability to attach PDFs to campaign emails
Hello, Pipedrivers! I am requesting the ability to attach PDFs to campaign emails. (Short and sweet request.) Thank you, keep up the excellent work. ✨
Alternate languages for custom fields
It's weird that I haven't read this as a feature request anywhere. I hear it really often from international companies: Custom fields should be translatable. Many companies have employees with different native languages. Pipedrive itself can be used in many languages, but I can't translate my own fields (and the values in…
Ability to set company's own fiscal year and quarters needed
Currently Pipedrive sets quarters in sync with the calendar year ONLY and we can circumvent that by adding custom dates to everything, but the ability to set your fiscal year in Pipedrive and have your quarters be reflected would be a huge feature upgrade!
Labels on the tabs in the Left Hand Navigation
I really struggle to differentiate between the different icons in the main left hand nav. Ironically, you've aria-label'd them all up, so users using screenreaders can more easily identify them, which is good at least! I'd love an option to just show these labels so I can quickly identify where is which. I'm happy it being…
Activate visability for notes
Hi I would like to have the option to make my notes available to certain teams or users on Pipedrive.
Add a Snooze Email function to Sales Inbox
Hi Pipedrive team! Please add a Snooze Email function to Sales Inbox. This is a brilliant feature that is now standard in email clients such as Gmail and Outlook. It allows the user to choose a time interval (Later today, Tomorrow, This weekend, Next week) or select a Date & Time for when the email should reappear in their…
Automatically create PipeDrive leads from other applications
We are looking for ways to automatically push leads into PipeDrive from other sources (other tools), not via an import, but via an API of maybe even Zapier. Is this already possible. If not , are there any plans to add this?
Syncronize the archive email in Gmail
Would it be possible for the next version of Pipedrive to syncronize better with Gmail ? Currently when I archive an email in gmail it doesn't get archived in PipeDrive. Could it be possible to developp this feature in the next version ?
Bulk create new deals from Contacts or Leads
As probably suggested before, at least has been discussed in the community forums in terms of clugy work-arounds… Please create the ability to Bulk Create new deals from a set of Leads or Contacts, eg., a) allow the user to select multiple Leads or Contacts via the Bulk Edit approach (check-boxes) b) use the bulk edit…
Ability to rename Deals
Would like to be able to change the language for "Deals" (ex. Opportunities).
Reorganize permanent fields in Summary Sidebar section
Hello, I would like to be able to either remove the permanent fields from showing in the summary sidebar section or move them to a different sidebar section. For example, my company does not use the deal probability feature, so I would like to remove this from the summary section so as not to confuse my team. Additionally,…
Parent - Child Deal Automation
Hi Team, We would like to see an option to Parent/Child deals with associated deals. We have a main pipeline for Signups/Registration and once successfull they will have deals made for 8 quarters. It would be helpful, if we can link those deals together and automate to move to different stages in respective pipelines(we…
Workflows: Multiple triggers
Hi all, It would great to have the option for more than one trigger in a workflow. At the moment I have for every "Deal created" Workflow a second Workflow with "Deal updated". I just wanna have the option to trigger the workflow when a Deal is created or updated. Or you change updated in a way that create also triggers…
Permission Sets to move Deals across stages
It would be great to have a feature that will limit the users who can move the Deals from one stage to another. Alternatively, a system to get a manager's approval before promoting a Deal to the next stage. I believe this would be helpful to make sure users are not falsely/mistakenly updating Deal Stages. This would also…
How to limit access to who can move Deals across stages?
Hi, I've encountered a situation where users often move the Deal to a particular stage by mistake and immediately correct it. When I go and check in the insights, even the wrong movement shows up as one count for progression and messes up our KPIs. Is there a way to control who can move the stages? Or perhaps filter the…
Editable Product Description/ Personalized Description per product-deal attachment
As a company that does a lot of bespoke quoting, we have to change the agreed details of a service/product almost every time. It would be great if we could pull the standard Product Description, edit some details, and store that changed description (since those are the details of the actual service we agreed with our…
How do I send an email sequence/cadence with out an automation?
I see how to send a one-off email, as well as an email sequence with an automation. How do I send an email sequence/cadence without an automation? This is very basic functionality that every other legitimate CRM has, and it doesn't seem to exist in pipedrive. I simply want to send someone a series of emails without setting…

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