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Have the option the mark as done the the recurring tasks from an external calendar
Since Pipedrive doesn't offer recurring activities right now (and from what it seems it's something that has been pushed for more than 3 years - it's probably pretty complex to implement! - no judgment). It would be great to have the option to keep track and be able to mark as done the the recurring tasks from an external…
Better Email unsubscribe details
I think that the data available in Campaigns is quite poor at the moment compared to other products and other CRMs with similar functionality. When clicking on a campaign I can see how many people unsubscribed - I can click that and see a list of names, but there should be some customisable columns there so I can see…
Suggested results when linking people/companies
There is quite a few scenarios when you are linking a person or a company to an activity or otherwise where the suggested results could be much improved. For example, if I am adding an activity (say a phone call) on a company and the company has 3 people attached to it and one of them is called Mark Smith. When I start…
Recurring Activities on Calendar!!
It would be great if the calendar had an option to add recurrent activities! I struggle a lot with this because some times we need to add a recurring activity and need to add it manually. For example, if I need to add to my calendar a meeting with a client that happens every Monday of each week during 6 months, I have to…
Automation logic that allows for paths. Like zapier.
Zapier allows users to create one automation from one source of information where you can determine the action based on a set of rules. Not just a single line, but sort of a fork. Attached a picture below:
Birthday Task Automation
it would be helpful to be able to generate tasks for a certain amount of days prior to a field date. For instance, I would like to create a task to be generated to remind me to send out a birthday card to clients 5 days prior to their birthday.
How to get rid of non-deal related items in Emails and Activity reports?
Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way to…
Linking several organizations to 1 project
Hi there! My company is new on Pipedrive and we are struggling to achieve what we have in mind. I have been reading through the different discussions and it seems to me that this topic has not been tackled before; if it has, please send it! 😊 We want to use Pipedrive to keep track of the status of the projects we sell, as…
More Fields for Email Templates
Hello, I'm working on an email template, and I would like to add not only the Product name but also the variation and the quantity of the product into the template. I don't see the "variation" field to enter into the template. I feel pipedrive products is really underserved. Typical email: I could do this task ( like…
Custom Currency
I have added a custom currency to a client's account, but the custom is pound sterling with extra decimal points as I cannot edit the default one. But the £ symbol is now placed after the monetary value, so it looks like this 100£ - please can this be changed so that all currency symbols can be assigned either side
Leads Labels Cant be Reordered
Why the Labels from the Leads cant be reordered as the deal/contact labels? For example, I have these labels: dont answer at my first phone call dont answer at my second phone call. Then I create a label: Come back in June with a phone call dont answer ay my third phone call. It s a littble bit unaesthetic.
Linking multiple emails to a deal
Hi All, I have the email synch enabled on Pipedrive and any email that is addressed to or from the participants ends up on the deal , which is great. However there are a number of deal related emails that do not automatically end up on the deal as the emails do not include the participants. It would be great if I could…
Portal Customer
This is is a must have!! why we do not have it???? https://www.hubspot.es/products/service/customer-portal
Include lead value ($) in mapping of data import
When importing leads from a spreadsheet, we currently do not have the option to map the lead value. If we map the lead vale to deal value, it creates both a lead and a deal in Pipedrive at the same time. Adding the ability to map the lead value when importing data would be very simple and save manually adding each lead…
Trigger automation by filter
The Zapier integration has the ability to trigger when a record matches a Pipedrive filter. It would be great to see this functionality in Pipedrive automations as well.
Export list for all automations (active/inactive) with owner information
We can transfer ownership for automations so the new owner is able to configure the automation – including editing and activation. It would be helpful if we can export list for all automations (active/inactive) with owner information for review and keep track the record.
Payment schedule automation
Payment Schedule is very interesting and useful functional. But it need some automation. Automatic tasks or notifications to managers that the payment deadline is approaching or the client has overdue payment will positively affect to the company's final profit.
Multiple persons in Person type field, and multiple companies in Company type field
It would be great to be able to have a list of persons or companies in those types of fields, especially for companies/persons. Let's say we want to have list of board members or owners, so we could just add all of them as a list into one field, instead of having 20 fields for Board member 1, Board member 2 etc. Same with…
Customizable Hover Cards
We love that Pipedrive now offers hover cards when you hover over a Person or Org's name when you are in a Deal. Now my team is asking for the Hover Card to be customizable. For example, they would like to see the Job Title of the Person in their hover card. Submitting as an idea for a future improvement! Thanks!
Currency Exchange rates
Is Pipedrive looking into an option for organisations to use their own currency exchange rates?
Insights Manipulation
I had some feedback from a client where it would be useful to manipulate the order of graphs, to show ascending/descending order.
Unsubscribe template
Is it possible to Change template when user click unsubscribe button? For example, to personalize topic or localize languages. thanks!
Trigger an Automation When a Document Is Signed
We would love to be able to trigger a workflow automation with a signed Smart Doc. Signed document (trigger) ➡ workflow steps Examples of tasks we'd queue up for the team once we have a signed contract: * Notify rest of team * Notify accounting for invoice creation * Setup onboarding call * etc
[Feature Request] Automation trigger for Smart Docs signing
The smart docs eSignatures are a great way to streamline clients' signing on proposals and quotes. However currently we can't get a trigger from Pipedrive (either in Workflow automation or via API / Zapier / Integromat) when a document has been signed. Having such an automation trigger will enable to kickstart onboarding…
currentTimeIndicator should only show on today
Hello! This is something that has been bugging me for quite a while now. The currentTimeIndicator (the red line indicating, not surprisingly, the current time, see image below) shows on every day. It makes sense to show it on Today, but for every other day, it's only confusing. Look at the image below. Today is Friday…
Email to organization
Hi, as of now only contacts can have an email. We work alot with franchise businesses, and will sometimes email between 10-200 companies in the same franchise at the same time. Wish it was possible to send an email to the organization/company and not the contact person on the lead.
SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
# Week of next month - Automation Action - Create activity with predefined options
I think it would be great to have the option to have the automations predefined due date option to include 1st/2nd/3rd/4th week of next month. Since there is not possible way to create recurring tasks/activities this will bridge that gap by create an automation does it at defined times. For example I want to send the…
Add Participants on Leads
Hi Pipedrive team! Many Pipedrive users are suggesting to be able to add Participants on Leads and not just Deals. I really think this option should be considered in priority since this issue have been mentioned many times and for a long time.Have you thought of a solution in the near future ?
allow export/import of custom fields, email templates, pipelines
We are onboarding many agents, I've been asking for this feature for some time now. We need a feature to be able to export the custom data fields, email templates and pipelines and general settings. It should be possible to create a template of pipedrive setup that works for one user and export that and import into…

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