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Show on Map for Leads
Why isn't there a "Show on Map" feature for Leads, when it is available for Deals, Contacts and Organizations? We essentially have two addresses associated with each Lead - a mailing address and a business address. Both these addresses are carried over to Deals when we advance a Lead, and we are able to see the Deals on…
Merged duplicate organizations automatically
When transferring contacts from LinkedIn using tools like Surfe, duplicate organizations are created. I know they can be merged manually, but why isn't this done automatically?
Branches of Organisations
Hello there, I'm trying to integrate the branches of the various organisations in Pipedrive. It's important for our work, because we do not only have deals for the whole company (organisation)but for their single branches. But i could not figure out how's the best way. Are there any plans from Pipedrive to make a third…
UX Improvements in bulk operations with contacts
I can say for sure that this sidebar on the right should not open automatically. It violates all UX design principles and makes it impossible to select multiple contacts. You left horizontal scrolling, but the left column, which should serve as a guide, is not fixed, causing disorientation. Even if you fix it, the last…
Mobile app support for email template formatting and attachments
Hi Pipedrive team Currently the Pipedrive mobile app does not support formatting or attachments with the email templates: Formatting: Even such simple things as paragraph breaks and dot point lists are lost, as well as any bold emphasis. The text is displayed as one large jumble of a paragraph; and Attachments: The…
Allow values in fields to be changed without confirmation
I propose simplifying data entry by allowing values in fields to be changed without confirmation – a modern and secure method. Why is it secure? Because changes only take effect after losing focus. If the user accidentally enters data, we can display a notification with the option to undo the action or support the standard…
Replying to email threads in bulk
"Send group email" feature exists, but it doesn't allow to send replies (answers to previous threads) in bulk
Custom fields enhancement
Hello, Would it be possible to have a custom field format "%" ? Would it be possible to have a custom field feature to calculate data by using other custom or not custom fields ? Thank you
Add Custom Fields to Goal Report
Seems pretty crazy that PD offers custom fields yet we can't generate Goals from this data
Contacts eMail filed contains multiple values (work, home, others) that can't be filtered, used on w
When one contact has more than one mail we face multiple issues: * The options Work, Home and Other are not enaugh.* For example, it does not allow to check one email address as "old" for one contact, and if we delete the email address because it's not longer valid, we lose the mail thread with that contact. People change…
Importing Organisation relationships
It would be really handy if via an import you can assign the organisation relationship, currently workarounds have to be made which takes you away from using the native relationship management feature, also because you cannot do anything with that feature, apart from viewing and exporting via the back end. I have a client…
insights enhancement
Hello, It would be interesting if in 'goals' insights, when we want to set goals for activities, they are not necessarily linked to a pipeline but apply to all activities through Pipedrive (contacts / organization / leads…). Thank you
Request to add basic contact fields: Job Title, Website, LinkedIn
Please add the following contact fields: Job Title, Website, LinkedIn by default.
Table support in email
It would be helpful and much appreciated if eventually Pipedrive users would be able to create tables within the body of their emails. Even being able to retain the table format when copy and pasting from Word or Excel would be great!
Track email open rates
Would be REALLY cool if I could pull a report that shows: what my open rate is in GENERAL for my emails what the open rate is for each TEMPLATE that I use Can you relate? Upvote if yes!
Request: Automate Linking of Lead/Deal field "Source Channel" from custom field "Contact Source"
Hi Pipedrive Community, I would like to suggest a feature to improve our workflow. Currently, we can't automate setting the "Source Channel" of a Lead or Deal from a Person's custom field. (we created one called "Contact Source"). This would save a lot of manual work and improve efficiency. Customer support confirmed this…
Google Workspace/Google Chat
Are there any plans to add Google Chat as an alternative to Slack now that Salesforce has bought them?
Email all Deal Participants?
Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
Shared Calendar
Having a number of employees it would increase proficiency if we had the ability to have a shared calendar option at differing team levels.
Email labels shared
Email labels can be created, edited and deleted by regular and admin users. They’re currently private and can’t be shared or seen by other users. This applies to each inbox at the moment. Can develop team look to giving the option when creating a label to select private or available to all users like you have the choice to…
Web Form should update only an existing DEAL
Hi, i´m searching for an option to use web forms, but only for existing Deals. I want to sent out a web form (Web forms, JotForm, Google Form...) to collect further standardized informations from allready existing deals/customer in PD. Up to now i did not find any feature to assign that webform feedback, to existing deals.…
Email Automation - Reply to Initial Email
Currently the email automation functionality allows you to conditionally send follow-up emails after an initial email but those follow-up emails are new emails each time. There are many use cases where they need to be replies to the thread rather than new emails.
Make the pipeline more readable
Hi, 1. Please highlight headers with colors and show the number of deals. This will allow understanding the whole picture at a glance without searching for small text on a grey background. 2. Please redesign the table layout to be more modern, with colored tags and the ability to sort by closed deals. Thank you. Here're…
Conditional formatting for custom fields
Show/hide fields based on the value/content in another field. This would avoid having to unnecessarily show blank fields on deals/organisations. Is this in your current development roadmap?
Can we use Pipedrive to manage customer support tickets too?
Can we use Pipedrive to manage customer support tickets too? We want to use single tool to manage, customer data is centralized and updated.
No Recurring Activities is Unacceptable in a CRM
Pipedrive not having the ability to have recurring activities in a deal is completely unacceptable in a CRM. Users should be able to have multiple recurring activities in a deal. This is a core function of any CRM.
Adding commissions line item to products
Please add a line item, like you did for taxes, for commissions on products. We are in the travel business, and each product we sell has a different commission. The commission is our actual revenue so we can't accurately calculate this now without a special field and a lot of extra work. We want to track commission and the…
Formula fields for Products
Formula fields are necessary for products for calculating Margin for example
Comments on notes open in panel to right hand side of note
I don't find the current comment on notes system user friendly. We have long notes which we have to scroll down. Often you can forget to select the expand comments arrow so you have to scroll back up to get it, then scroll down again. I often collapse the note instead of the comments. I know it's not easy to find the…
Triggering an automation from a Campaign
The business case would be something like this: 1 - Campaign about a new product sent --> 2- when a person opens/clicks in the links of the mail --> 3- Automatically send a personalized mail engaging with him Of course, this might be extremely intrusive but if you delay step 3 by a few days and that engagement mail has a…

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