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Email improvements needed
allow alternate views similar to Outlook, e.g. preview on the right side of each email. ability to snooze an email, similar to Outlook and Gmail ability to un-send an email within 5 or 10 seconds similar to Outlook and Gmail. These are basic improvements needed to get the email module to prime time. The dev team should…
Unread email button on mobile app
It would be really helpful to have an "Unread Email" button on the Pipedrive mobile app, similar to what's available on desktop. Right now, it's difficult to quickly find unread messages when using the app. Especially when I’m not at my computer, I like to check new emails to stay up to date, even if I can’t reply right…
Filter parameters in URL
Pipedrive has very powerful filters, but it's unfortuante that the only way to share a set of filters is to save it. I would like the ability to share a link that will take you to a pre-configured search filter without having to save that filter in my list of filters and make it public. The problem I have is that I create…
Transferring Automations to Global Regular Users
Currently, Automations are only able to be transferred from any type of user to a Global Admin. But we need to be able to transfer Automations to Global Regular Users. Some use cases: Someone leaves the company and we need to move their Automations to someone else on their team who is a Regular User (and not one of the…
HTML Email Templates
I'd be great if we were able to create HTML email templates so we can send more visually and conversion-centric emails.
Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
Make order of Pipelines customizeable
currently there is no chance to reorder the order (in terms of ID Number) of Pipelines e.g in my Pipedrive the Pipeline with the ID Number 4 is actually the first Pipeline of my sales process, unfortunally i created the pipeline later than the other. I think it should be customizeable moreover i want to show the amount of…
Automations should be editable by Global Admins
We are rolling out Pipedrive Automations to more of our teams, and noticed that Global Admins are only able to edit the Automations that they built! So they are not able to edit Automations made by other Admins or other Users. We believe they should be able to! In cases where one of the Admins or Users are OOO and…
Email opens and clicks visibility to all team members
We've been working on a complex Pipeline process that includes email automation and we've noticed that the email tracking events are only visible to the actual sender of the email. Other team members can see the email in a deal's history but cannot see whether the email was opened or clicked. This is unfortunate as we all…
Feature request - add file support to leads
The name says it all. Please add the ability to attach a file to a lead, the same way we can in deals. This is a huge roadblock.
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…
MS Teams Automation
It would be great if MS Teams could trigger an action in pipedrive automations. For example, if an MT Teams Mtg is completed, it would automatically trigger the creation of a person, deal, organization, or activity. I'm wondering if Zapier could do this?
Attachments in templates / snippets / library
I find that I attach the same files to emails repeatedly. I would like to have a library of standard attachments that can be included in templates or as snippets that I can insert into an email. An example is that I have different getting started guides that I share with customers based on their environments and I have a…
Shared email snippets
Email templates are valuable, but it would be much more useful for our sales process to have a way to build an email from reusable snippets. I don't have perfect templates for every email, but it's very common that I reuse the same blocks in multiple emails. I'd like a way to set these templates up, organize them, and make…
Link to "Leads" filter to share with team
I came here and found this thread: Which outlines how you can share links to filters, but this doesn't work for Leads. According to the support chatbot: Unfortunately, you cannot directly share a link to a specific filter of Leads in our system. Currently, we have two options for filter visibility: Private (only you can…
Placeholder text within Custom Fields
When creating a custom field it would be nice to provide placeholder text which would appear every time the field is presented on an editable screen, just to give some basic example to the end user of what is required. I tend to use required rules and once a field gets to a given status in the pipeline I expect the end…
Pipedrive Scheduler showing all available sales reps
This is a feature request. With Pipedrive scheduler I'm wondering if there's a way we can set up an interface to show all available sales reps and their available times? Currently it's set up to work on an individual basis, but from a marketing point of view I'm wanting to send these scheduler links out via email and text…
Display Email Labels in Deal and Person Timeline Views
Current Limitation: Email labels created in the Sales Inbox are only visible within the inbox itself. When viewing emails in Deal timeline views or Person timeline views, these helpful labels disappear completely. Requested Enhancement: Make email labels visible in Deal and Person timeline/history views, displayed with…
Fix clunky deal progression with compulsory fields
Hi All, Love pipedrive - hoping one feature or way it works could be improved - moving deals between deal stages on the mobile app when there is unfilled compulsory stages. This may be a bug as it works perfectly on Desktop - very frustrating in mobile however and dealing with it multiple times an hour every day. Long…
Threading/link email to specific DEAL
Dear Pipedrivers, I guess we all are big fans of linked emails to our deals BUT I for example have couple clients with who we work on dozens of jobs over the year. If I link the new emails related to a new deal to that new deal all my communications disappear from the previous deal!!! This is far from ideal. My suggestions…
Let us pin filters everywhere (feature enhancement)
As i saw today, it is possible to pin filters in the deal view. Thats a great feature and it would be perfect to have this feature also in contacts, organizations and leads.
Default Font? Abnormal formatting / spacing?
Has anyone had any luck setting a default font for email? I prefer the Sans Serif font as it matches our business aesthetic. However, the automated field (i.e., First Name) is in a different and bold font when the email sends. This mismatch in formatting and font seems unprofessional and sloppy. There are also specific…
Create a recurring task
Hello pipedrive lovers, it would be really great to be able to create recurring spots in Pipedrive. For example, I have to do every month - tax returns - pay - etc ... I have a list of huge activities that repeat every month, every quarter .... and currently I have to create as many spots as I have repeat. It's quite a…
Resolver problema nos dados de valor de produto
Olá, equipe do Pipedrive e demais membros da comunidade! Primeiramente, gostaria de agradecer pelo excelente suporte que recebi da equipe da Pipedrive em um problema anterior que enfrentei há alguns meses. Tudo foi resolvido com muita eficiência! Hoje venho sugerir uma melhoria relacionada à exportação de dados dos…
Additional Activity icons
Additional activity icons and/or the ability to upload custom icons may be nice. The activities feature plays a key role in making pipedrive a more useful 'system of action' for prospecting and internal transfer of duties for shepherding deals through the sales process.
Audit Log Retention Extension
Hello! I propose that Pipedrive give the option for audit logs to retain for longer than 60 days, bumping to 90. Companies that comply with NIST 800-53 framework, such as ours, require that Audit logs retain for at minimum 90 days. In order to fully comply with our internal security standards, this would be hugely…
Generate a link for a web version of an email campaign that can be shared externally in Pipedrive
Currently, it's not possible to generate a link for a web version of an email campaign that can be shared externally in Pipedrive. It would be nice to have a feature to create a shareable web version of the entire campaign after it's been sent, so we can use it online, share with our clients and other platforms.
Automating Double Opt-In
Hi all Is there a way within Pipedrive to Automate Double-Opt in Emails to be sent when a new Person and Lead comes in? I'd have this under a particular tag as it would only really be those who have opted in for marketing based on our lead gen forms on Website, Facebook/ Google/ Linkedin forms. As I understand it now, I…
Shortcuts that we need desperately!
Shift-click to select multiple items (Activities, Leads) CTRL+Enter and CMD+Enter to submit/save (Send Email, Save New Activity, Add Deal, etc.) Type date and time freeform rather than having to click the calendar then type time
impersonate another user for debugging
Hi I get user saying that have issues and need help solving them, currently they show me the issue, I go away and looking into the problem, them have to ask them to check if its resolved. Can I request a feature for site admins to have a feature where that can impersonate/work as another user so they can debug the issue?…

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