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Add a Google Drive folder to a deal
How can I attached drive folder to a deal?
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Automatically created folders in Google Drive for organisation for uploaded files
If you are creating a document with the new document creation feature, it creates automatically a folder in Google Drive of the organization within the general Pipedrive folder and saves the file in this folder. If you upload a file it will be synced to the general Pipedrive folder without the creation of a organisation…
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Email Tracking On Mobile
Being able to see if the client opens an email is huge but I find myself not using the mobile app simply because you can’t see if someone has opened an email. Would this be something that is going to be updated or can be? Thank you
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Merged: Dropbox Integration: A necessary upgrade
This discussion has been merged.
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Projects Tool - Available for Mobile?
Hi there, I am eager to explore the new Projects tool but don't yet see it anywhere across the mobile platform. Will this be made available or will Projects only work in the computer platform? Thanks.
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Suitedash
Pipedrive should really take a closer look a Suitedash. This app has a lot to offer and if Pipedrive really wants to compete in the full service CRM category then there is a lot of things they could possibly learn from Suitedash. Mostly with the client portal option, hose guys are on to something!
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Web Form Improvements
Hi all, It would be great if we can add labels or hidden information (campaign / leadsource) to different Webforms. Now only the information that is given bij the customer filled in with a webform is used in a deal or lead. But it can be very usefull to add hidden fields per webform, for example if a customer is using a…
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duration-related automations cannot exceed 90 days
I think you should be able to set it to move than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase.
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Exporting Block
I noticed some users bypassing the ability to export by just highlighting and pasting into google sheets, it would amazing knowing that things aren't slipping through the cracks by using this method.
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New Data Field Type, Multi option list that any user can add to from deal
Seeing as text strings wont be a part of insights data , and that any data field has to be manually added by a higher up user, it would be a nice option to have it so any new entry can be added by anyone. That being said only higher permission having users should be able to remove any inputs.
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Add different Participants to a Project
I would be great if we could add participants to Projects, like we already do with Deals. During a project we have to deal with different projects managers, from other organizations, who are in charge of that project as well. It would be super when checking the project all the people assigned to that project.
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Multiple calendar views
An option to select different calendar views to show a day or week or month. This would help to get a high level view of the week or month.
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Custom merge tags need to be added to email campaigns.
I like the email builder in campaigns. I would love to add automated campaigns to my deals so I can use these beautiful html templates that would make our company look great. However, you are currently unable to use custom merge tags in automated campaigns, which renders the whole feature useless for me. There needs to be…
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Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
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Filter - Notes
We need the ability to filter contacts by notes. You can filter many other categories such as Person, Organization, Lead, Deal, Activity... Now we just need the option to filter the Notes category. This would be incredibly helpful.
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App Integration - Coschedule
A Coschedule app integration would be great to help sync campaign calendars and projects.
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Scheduler - Add redirect URL and mapp answers to contacts fields
Hi, It so frustrating to not be able to link new questions created within the scheduler to related contacts fields... Please allows this function ! Second things : please create a "redirection url" option at the end of the scheduler settings. It so important to allows conversion tracking of leads and adds campaigns Thanks
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Web Forms Should Pull from Existing Records
Hi Pipedrive! I have an idea on how to make Web Forms a little better. We use Web Forms for a variety of uses (and we love it!). One of those uses is to gather leads from internal folks (most of which do not have a Pipedrive account). Our current Lead Intake form has a field for the lead's Company (organization) and while…
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Forms - Custom internal layout
There should be an option to make a custom intake form to be used when creating a new contact person internally. This could be done just like how the "Keap CRM" app does it...
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Color coding the deal funnel
Another level of visual categorization in the deal funnel board would be helpful to identify categories of deals. Specifically, allow the user to color code each of the tiles, similar to how one can color code Outlook calendars with a right click. The user can create their own color system to help different types of deals…
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Linking out to Google Docs
We really enjoy using the Smart Docs feature on Pipedrive. It syncs perfectly with our Google Drive and we can share docs from there with team members who don't need Pipedrive access. One thing I find annoying is that once I've created a Doc using a Template (attached to a Deal, Person, etc.), I want to be able to quickly…
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Scheduler - Custom Styling
We should really have the ability to customize the style (Color, logo, profile picture) of the scheduler portal that clients see when booking time with us. This would be just like every other scheduling app in the industry; Calendly, Hubspot, and so on... In general it would be nice if it just started look more like the…
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Fast Data-Entry
Hi team, when you have a drop down list, you should be able to type the first letter of the dropdown selection that you want then it should select that dropdown selection.
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Feedback and Suggestions: custom field improvement
I would like to suggest one improvement in the custom field, unique options. The option none is a standard and alwalys show it in the field as an option. It would be great if the option "none" could be not a standard and an option that the admin can choosse if it will be a field to choose. Thanks in advance
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Emails from all Participants should appear in a Deal's history.
Most deals involve more than one person. Having to look through each Participant's People record is extra work. And, important emails may be overlooked if they are scattered in Pipedrive.
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Activities/Tasks for Teams
It would be cool to be able assign Activities and Tasks to teams, not just individual users
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Reminder to respond to emails- Similar to Boomerang App
It would be beneficial if you could send an email (and campaign) and have a setting to remind yourself to email them again if you don't get a response within a certain time period. This is an option I use with a plugin in my outlook called "Boomerang."
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Group Emails - Adjust/Edit per contact
Coming from HubSpot, one really handy feature from their sequences was the ability to edit group emails per contact. As you can see from the screenshot below, you have a very similar layout to Pipedrives's group email feature except you can click on each contact and adjust the group email to suit. Of course, with PD you…
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How do we resend an email campaign to unopened recipients?
We recently sent out an email campaign and want to resend the campaign to all recipients that didn't open the email. Is this possible by creating a filter?
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Showing zeros in reports
Hi, It would be very helpful if you could show zeros in reports. For example activity report: Done activities from last week for Team 1. Now this kind of report shows only team members that actually had activities done last week. The ones that didn't don't appear on the report at all. Downside of this is that if you had a…