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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…
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Quick filter without "auto save"'
It would be great to be able to create a filter without "saving it" Just a "one use" filter... thanks
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Documents / smartfields
Hi , It would be amazing to have a short code or a smartfield to select location for signature in a template document. do you plan to add pptx support with sharepoint integration for tempates ? thanks
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Phone format number
Get the list of all the international phone format and be able to select the one we want when creating or updating a contact. (eg. "+33 6 .... or +351 ...). Could also be activated or not by an admin as currencies.
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Personalized deal tab (activity, notes, ...)
Hey, Would be nice if we could personalize the tab view that we have on a deal, org or person : Like reorganize and/or enable button on it.
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Set activity pop-up per user
Should be good if the activity pop-up (when we mark as done an activity, the activity pop-up to create another one) could be personnalized (enable or not) by each user and not only for the whole company.
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Make Subscription a required field
We use the Subscription space to track our recurring Revenue. Presently, it's possible to Won a deal without adding any information to that area. This means that our reporting will be missing revenue for Won deals if that info isn't added. Request: make adding Subscription Revenue a required field for setting a deal as Won…
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Autofill fields when creating new activity from most recent interaction
I would like a setting that I can toggle that would allow me to autofill contact/organization/deal fields when I add an Activity. Ideally the setting would be on the + Activity page, just a small check box to autofill contact and (or) organization fields based on the last deal/project/contact/organization/email that was…
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insightsde comparação
Seria de extrema utilidade um formato de insights que permitice a comparação de filtros. Como o exemplo abaixo
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Improvements Urgently Required!
We have now been on the new deal format for a few weeks now and we are finding it less than satisfactory for our business needs. The new layout and system is costing us time and money due to features that are no longer available. 1. We have our emails integrated with PD, so everytime we send an email it attaches to the…
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Allow Use of Product Field Variables in Email & Smart Doc Templates
It would be great if the product and variation fields were available to use in email templates. Similarly, it would also be great if they were available to place anywhere on the document when creating a Smart Doc template. Currently, it seems product fields can only be placed specifically in a product table, but our quote…
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Contact Creation: Use Domain to detect Organization
When creating a contact from an email it would be great if Pipedrive could detect the organization with the domain if other people from the organization are already added: Example: john.doe@nike.com is a contact with the organization "Nike Ltd." When mary.miller@nike.com writes me an email and I add her as a contact, the…
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Merged: Column Settings for different Phone Types
This discussion has been merged.
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Merged: Primary Email Address
This discussion has been merged.
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Multiple Email Sync - Feedback
Hi there, the multiple email sync function is for some parts of a company a really important thing. Example: CEO, CFO. or for Teams to use a single personal email and a team email: jon.doe@sample.com plus sales@sample.com. For the most people in the company its not important to have 2 emails synced because its only the…
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Insights - export summary fields
Is there a way to export a insights summary fields, you can export the deals fields currenly but this is not available
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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…
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Leads - missing data in "Next activity" column
Hello, the "Next activity" column in the Leads Inbox (/leads/inbox) shows only the month and the day of the month, but not the year. I have many leads with activities planned for 2025, 2026, but they all show up there without the year, so sorting by this column doesn't really give me the expected results and the…
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Documents & document templates
The new documents feature in Deals is really great. Please make it also available in Organizations and Contacts and I am more than willing to pay for it.
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Email Tracking - Better tracking system
We need a better way to track email opens through Pipedrive. We need a good Pipedrive chrome extension like they have on Hubspot. It would make it so much easier to send trackable emails. And the Pipedrive mobile app should send notifications when the email is opened as well.
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Import lead labels
Currently it's not possible to import labels when importing leads. We have some automations running based on labels, it would be useful that we can import them directly.
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Reporting or filter view for Lost Reason Comments
Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the…
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Email didn't link to a deal
For a variety of reasons emails seem to not get linked to deals (one example: salesman had already emailed the customer before creating the deal). Feature suggestion: Have the ability from the deal page to "search for emails" (Ideally search through all of the deal owner's emails or at least search through his emails to…
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Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. It would be useful if the accounting…
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Web Forms - Know what form contacts filled out
We really need to know where the contacts came from. In other words, what form did this person fill out. I don't care if you guys want to put that data in the web form section by the submission and conversions or the insights section but we need it and I'm sure many others could use it too.
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Quick filter for Pipeline, Leads inbox, Contacts, Email
During my daily work I often need to quickly filter through the Pipeline (Company name, contact person, etc.) but the only real way to do that is by creating a new filter. The "Search Pipedrive" is useful not but great because it's a global search, while what I'd need is a "local" filter: if I'm in Pipeline I want to…
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4 new features I need!
Set a trigger for 1 hour/day/week/month prior to an activity. For instance, when my mechanic needs all the information about one of my clients before performing an installation, I'd like to remind both him and the client by sending an email one day ahead of the appointment, containing all the necessary information. I aim…