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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…
Get UK date format in webforms
We created a webform in PD which links to our "get a quote" form on our website. One of the fields is "departure date" and has to be completed in UK date format, for example 05/02/2025 - 5th February 2025. However, when we receive the webform email notification from Pipedrive, it's always in this format 2025/02/05 and we…
@team when leaving notes/comments
I often leave notes I want my whole team to read. At the moment it is time-consuming adding each team member individually eg @bob @fred @karen especially when team members have same first letter and I have to choose them from a list. If you have 20 notes and 15 team members, it gets tiring quickly. It seems like it would…
Templates in a project that extracts information from linked deals
It would be great if there was a way to create a template in a project that extracts information from all deals linked to that project, and the persons linked to those deals. We work with projects that are linked to 10-20 deals (linked to 10-20 persons) and need to generate data from them within a certain project.
Required fields are not required
Hello, I made in Contact "required field", but it doesn't work. When I'm trying to make a new Lead, where I need to fill as well information about the Person/Contact, so it lets me go without writing down the "required fields". Thank you for your answer.
Filter for Deal Activities -> Last email sent later than Last Email received
I was wondering if there is a possibility to filter activities connected to deals with only activities visible where the last email sent is later than the last email received. That is indicative that I am waiting for feedback from the contact and it might be worth following up. Also this could be semi-automatized with…
Scheduler- Block extra time options, specify type of meeting, calendar reminder
Hello- It would be helpful if people were able to block multiple times together or have 2 or 3 options presented such as the 15min, 30min, 1hr. And if you could customize buffer time. Something like 5min isn't an option. It would also be helpful if people could specify if they want it to be a phone call, video call, or in…
Splitting revenue
hi, I have my sales team working on deals together so to manage performance I’d line to split revenue.
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.
Archive/Hide inactive products
A few years/months ago, I added several products to my Pipedrive account. These products have been linked to numerous past deals. However, these products are no longer in use at my company, and I would prefer not to see them when adding new products to current deals. If I delete these products, the past deals will retain…
Segment products by their variations
I'd be glad if we could segment the product by their variations, like the example hele below:
Working hours for chatbot
It would be helpful to have working hours on chatbot vs. just online or offline. The front end user doesn't know when to expect availability.
Integration of webforms and scheduling
It would be neat to see an integration between webforms and scheduling. I currently have a lead fill out a form on my site and then redirect them to a 3rd party scheduler so that they can view my team members calendars. From here they can book an appointment, but they have to fill in their info twice. It would be great for…
Deal View - Show Label Text and Hide Yellow Caution Symbol
Hi PipeDrive team, A request for UI options please. For the Deals view: We don't use PipeDrive for task/next step tracking. As such, every deal has a yellow ⚠️ caution/warning symbol on the overall view. Would be nice to have an option to not display this icon! We do use labels however to track nuance around why a deal may…
Suggestion for Automation: send message with the sold product to Slack
I have a suggestion for development: With automations we send messages to Slack when a deal is won. I only also want to add the sold product in this message. Unfortunately the only option now is the value of the deal and not the product that was sold. Would be great if this can be added 😀
Function: printing labels
Buenos días, El año pasado y el anterior pregunté si podemos tener esta función en Pipedrive. Por aquel entonces, me contestaron que no existía de momento esa función. Les escribo de nuevo por si la hubieran implementado este año, ya que para nosotros sería una herramienta o función muy necesaria para nuestro trabajo.…
How do you color code different activities/events in the calendar?
How do you color code different activities/events in the calendar?
"Expected close date" missing in email templates
Hi, I've just found that "Expected close date" is not available as the 'insertable fields' in email templates. Is this a bug or I'm missing something? Thanks
Product table to Documents
I am facing an issue, where I use product table to generate offer for customers. Under the product table system is subtotaling rows, but I think it is doing it not as expected. One Time fees Subtotals are correct But period or recurring subtotals is just gives the same list as in table just without product. In my opinion…
Lack of Goal Customizations - as of July 2024
In general, creating goal reports is very restrictive but I just want to focus on one point due to urgency: We are trying to create a weekly goal based on number of calls. This goes well until we need to go back and record a call made last week that we forgot to record or didn't have time to record. However, if we record…
Email deal participants
I know this has been recommended before. It would be really useful to be able to email the main contact and deal the participants with 1 click and with automation work flows. The deal participants are there because they need to be kept in touch with the deal. It's a sales necessity. Thanks
Toggle for HTML or Plain Text format on notes against deals. Or allow export for notes in HTML.
Pipedrive default is to have notes entered in HTML format. This allows for dot-points, weblinks, mailto links etc and is beneficial for some situations. In our situation it does not serve us, as when we export a report on activities for the team's reference, the formatting/links scramble and can make the entry unreadable.…
Global Setup - Contacts
Every organisation will need to setup their CRM in their own way, collecting the contact data they need. That is a pointless feature if every users account needs to be setup individually from scratch. The Deals page can be controlled globally with setup, why can't the Contacts view? Having set up the data I wanted entered…
No limit on days for date trigger automation
Hello! Our users get certified every two years. This means I would love an email to go out two years after their last training session offering the opportunity to come back for a renewal session. Unfortunately I'm limited in how many days I can ask for. Could this be set to a max of 999 for example (instead of 180)?
Feature requests for Campaigns
I'm in the trial of campaigns and noticed serveral things: * There's no option for new contacts to subscribe themselves to our newsletter. E.g. a way to collect information of a new subsriber that I can put on our website. * That request mails for double opt-in are only available in English. When will the localized version…
Formatting for Pipeline Title View?
Hi Team- I know this may or may not be a possibility, but I thought it would be helpful to pass on to your developers for consideration. I have many stages in my pipeline that Im developing, and I have 4-5 words describing each to help me keep track. But with so many stages on one screen, the titles are cramped and…
Projects task custom fields
The project tasks really need custom fields to be more valuable. As an example I often work with contacts outside my own firm and would assign tasks to them. Even if it is not a full blown PM system with the intent to have outside users interact with it, I still need to assign tasks to external users. A "People" field…
Would You like an activity to be able to attach a file/document?
Would You like an activity to be able to attach a file/document?
Insights : Product Sales Reporting by Custom Field
Hi, Currently, there is no elegant way to report on the sales value of a 'type' of product being sold, via Insights. It's possible to build a report filtered by specific list of products, and it's possible to show the value of those products in a pie graph, but you can only select the Product field - you cannot select…
Allow creation of SEND FROM as email addresses using SMTP
The option to add email addressess that can be used as a "SEND FROM" email address by any users or defined by user group. These could be configured with a SMTP server (for instance we use Postmark). If we wanted an email to be sent as sales@ or team@ for instance and anyone can send using that email address. Also allow to…

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