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Automation: Access to related entities for conditions
Hi! I've found that it's not possible to set up an automation that triggers on a Deal update and has a condition on custom Person fields. The only available fields to filter on are "Deal contact person", "deal contact person email" and "deal contact person phone". It would be nice to have all Person fields available to…
💸 How about emojis for Deal Stages?
I love using emojis to add impact to my sales processes. Eg. My website leads arrive with '💸 New Website lead!' - so the cash emoji gives me a certain emotional response and desire to respond. I tried adding emojis to my deal stages a while back, but it broke Pipedrive and an engineer had to remove them manually. Any plans…
Enhance Team Collaboration in Pipedrive with Email Commenting and @Mentions
Hello everyone, I have an idea that could make working with Pipedrive easier for all of us. Currently, there’s no straightforward way to directly notify team members about important emails that come into the system. My suggestion is to implement a comment field for emails where we can leave comments and directly tag…
Leads: Kanban view is absolutely needed
My Sales Team of 80 ppl vote with both hands for Kanban board for Leads. We need to to see the status of each Lead at a glance (now we have mostly a mess there cuz there's no ways to track progress). I'm pretty sure this would be one of the best improvement of Pipedrive
Dynamic Relative Date Input
I would love if Pipedrive's Activities creation process supported using relative dates in the date field instead of specific calendar dates. This functionality would allow users to set dates based on relative time intervals such as days, weeks, or months from the current date. For example, inputing "3 months" into the date…
Dependent tasks in Project Module
Dependent tasks in Project Module is very essential feature. Imagine we have to paint the wall, however prior to that we need to make sure the 'right' paint has been chosen by the customer. Basically we need 'pre-requisites' in place.
DEPENDENCIES Required on Projects
Projects needs to have the ability to change dates of certain tasks based on the completion of a previous tasks being completed or not. Asana calls these dependencies, and is a life saver. e.g. If an signed agreement is a task and other tasks cannot be started until the agreement is signed, then the dates of correspoding…
Visibility of activities not working as expected
I have set visibility for Leads / Deals as well as Organisations and Contacts to whole organisations. However, (planned) activities are not visible to everybody. Can you please fix this?
Meeting scheduler in Europe 24H
When testing the meeting scheduler, it seems like even when the time zone is set to a 24H timezone such as Europe/Copenhagen the schedule to choose from is AM/PM?
Please scheduler meeting should enter agenda, without need to open ics file
HI all, To me scheduler is of no use, as customers do not open the ics file to put the meeting in their agenda and then they don't show up. It is to hidden and leads to a lot of no show. I kindly request scheduler sends out emails that enter the agenda directly, like gmail and m365 do, they appear in the agenda, with a…
Cold email outreach via pipedrive
Hi Pipedrive Community, I dont want to spend extra on email outreach tools such as yesware or mailshake. Will pipedrive soon have a "cold email outreach sequence" capability, where email outreach is scheduled? This feature is built in on other CRM like Contactually. Here's a sample cold email outreach sequence I would like…
Stop Automated Email Sequence When a Prospect Responds
This features is so important to have automation stop if there is a response on email sequence. So many tools already have it including Gohighlevel, Close and Instantly. It would be so useful and helpful feature to have. Please consider this and make it part of future release.
Wrong translation of 'Last Tuesday'
Today is August 7th, and this activity is written on August 4th. In English, 'August 4th' is written as 'Last Tuesday', but its Korean translation is misleading. It says 'Tuesday last week' rather than 'Last Tuesday'. --- To Korean speakers: 영어 'Last Tuesday'가 일률적으로 '지난주 화요일'으로 번역됩니다. 예를 들어, 8/4 화요일에 생성한 '활동'을 8/7 금요일에…
2FA support with Authy / Google Authenticator/ MS Authenticator
This discussion was created from comments split from: 'Magic email' 2FA sign-in is beyond awful - please offer an alternative!.
Sending Emails on Behalf of Someone
Is it possible to send templated emails on behalf of someone on my team? This is in reference to a 1:1 email, not bulk. Thanks.
Outlook Integration
I've been using pipedrive for about 60 days and really digging into integration and automation as of late. I was surprised when I spoke with tech support in regards to an outlook integration issue. Everytime I delete an email in outlook it deletes in Pipedrive (fine by me) but it UNLINKS the conversation from my client and…
Product Description visibility in the add product section
[[Product description]] [[Import]] Automatically pull in a product description from products in Pipedrive. or at least have the description available on this screen so we can copy over the base description and edit in the notes box. As a bespoke joinery/manufacturing business we frequently edit the base description of a…
Group Emailing from Organization
I think it would be incredibly useful to be able to do group emailing through the organization list with the capability of all contacts in each organization to be copied on one email, instead of having to send each person a separate email. I have contacts replying to me asking to make sure so and so is copied on the emails…
One report/goal including deal value and Recurring revenue
Hi, the recurring revenue is not visible in the goals and reports with the deal value. So in the insights, the whole amount of the deal is shown in one month, while it should be shown divided into the months according to the recurring revenue. Can you make it possible to show these together in insights?
Recurring Revenue not Accounted for According to GAAP/ASC606/IFRS15
The new recurring revenue "feature" in Pipedrive must be able to report and export deals with the revenue recognized in the months that the revenue comes in. Without this, everything has to be calculated by hand in order to forecast revenue. There should be a similar toggle to swap between Deal Value and Weighted Value…
Notify if Subject line is empty
It would be very, extremely useful for a user to see a notification/popup/whatever if the subject line of the email is empty when pressing "Send". Google and Outlook have this, and this is very useful, because people oftentimes forget to type a subject line. I genuinely expected that this would be implemented in Pipedrive,…
Bulk add labels to multiple emails
I love the idea of the Tags (I uses these in Outlook) however it is impossible to do this individually with the amount of emails. Would love to do this in a bulk select.
Click to confirm receipt hyperlink
I recently came across a supplier who had a hyperlink within the email that said "click here to confirm receipt". The receiver clicks which then confirms with the sender that they received the specific email sent. This would be brilliant to add as an option with Pipedrive - esspecially useful for returning key documents…
DocSend-like link tracking features
An interesting idea that would be worth exploring is improved features for file sharing similar to DocSend. Our sales process would be more efficient if we could send PDF documents (like a cateloge or pitch deck) directly to leads via custom link that could track opens, analytics, downloading etc.
Adding Colour to Activities
I would love to see activities in Colour, Subscribers would have a choice of colour so activities can be easily recognised in your calendar and the list. I have Come from a CRM that has that feature, would be great if it could be done would make PIpedrive unbeatable
Merged: Trigger based on date field (i.e. automated birthday email)
This discussion has been merged.
More input restriction possibilities in custom fields
It would be very nice if a custom field had the option to determine what the input should be. For example, you can indicate that a maximum of X characters may be entered, or that only a number may be entered, or only text, or only tekst in caption.
Contacts Required Fields
Required fields need to have indicators visually or audibly so they get fixed as the are put into the database via website or import or however. It only does this when you add one person for example. You cannot save it until it is properly put in. There needs to be something like this for the rest of the database so that…
Streamline adding new contacts after meetings
Adding people from a meeting to an organization after a sales meeting seems like a fundamental and super common thing. It also seems like it would be relatively easy to automate this from the calendar view (add all participants as contacts and attach to an organization). Currently it seems like the only ways to do this are…
Visibility groups for FILES not working
I have created visibility groups where Organisations should be visible to the entire company and the the other Deal, Contacts, Leads and Products for their own group. When I go in to an Organization belonging to another Team, Activities is filtered out and are invisible. But Files are visible even if they are connected to…

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