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Controlling custom fields
It's great we can restrict whether our users can delete a custom field however we use custom fields for putting some super important information and there is no restriction on them editing the content of the field say if it's a multiple option. What would be great is if there was a permission like other CRM's whereby we…
maximiser le automatisations pour éviter des pertes de temps ( Taxe au Québec )
Bonjour à vous, Pourrais je savoir comment je peux créer un choix automatique pour que les choix suivants soient toujours en ce sens ; Toutes entreprises : Hors taxes Inscrire les taxes comme ci-dessous automatiquement : 14.975 $ Merci, à très bientôt David Caron Directeur Régional Stratégie / Développement Placement…
Save new email contacts to pipedrive contacts
Good morning, I have successfully linked my Outlook account with Pipedrive, and I am curious to know if there is a method to automatically generate and store new contacts in Pipedrive whenever a new sender is identified in Outlook emails. Thank you in advance!
Report to display individual payment transaction value per month (not the total deal value)
Payments are a great new feature of Pipedrive! Now we can forecast revenue in a meaningful way for both subscription services and separate payments! Well done Pipedrive! For example I close to winning a deal, Deal A for $100,000 I could create a $50k payment for January and a $50k payment for March. I've another deal, Deal…
Email Synchronization At the DEAL LEVEL across all contacts in the DEAL
I think this is a legacy issue as I've used pipedrive for more than 3 years now. I still cannot figure out why emails synchronization is not seen at the DEAL Page. If we write an email in our native application (Gsuite) to a contact listed in the Deal, it often only appears on the contact page not in the deal page. It is…
Can't change "unsubscribed" marketing status
There are many cases that we should be able to change to marketing status from unsubscribed to subscribed again: * user just unsubscribed from a specific newsletter and not ALL of them * missclicked the status while editing contact details * customer decides that he wants to receive newsletters again Hopefully we will be…
Web Forms - Custom Width
Firstly, we would like to say that we think the newish web forms are a fantastic addition to PD. Like everything with the CRM, all data feeds in like a breeze. Thank you. One area we feel that they visually could be improved would be to have an option to customise the width of the div frame. From the below screenshot, you…
Major Flaw - Activities Auto Cancel Meetings
When marking an activity as complete Pipedrive cancels any related calendar invite, this then sends a meeting cancelation to all contacts from the meeting, creating confusion and sending unnecessary meeting cancelation notifications to clients. Please can you disable this feature, so calendar invites are not cancelled when…
Make Admin Setting - Custom Colors in Insight Reports
There are times when it would be beneficial to save users from themselves and set the color scheme at the admin level versus individual level.
Filter by deals that contain subscription
Since the launch of the new subscriptions feature, it would be nice if there was an option when creating a filter to show deals with an active subscription e.g. Deal » Subscription » is » active.
Added the ability to organize email templates with folders and subfolders.
Hey, this will be great to be able to organize email templates with folders and subfolders. We are now 14 users in my team and we share templates. This is very difficult to find the good template in a list of 70 items without folders. Thanks for your help.
Upload Organization picture/logo to find deals faster
It would be great if I could upload an Organization logo, much alike People pitcures, having the option to enable or disable them in the pipeline screen. When we have many deals in our colums, it is faster to locate them by imagem than text, once the column's ordering criteria it is not very clear. Actually, that was a…
Project Board Summary
Hello, It would be great if similar to the deals area, the board could summarize a dollar amount that is on the board. In the Deals section, you can see the total value on the board view right next to the board selection tool, in the same line as the total # of Deals on the board. Right now in Projects, you are only able…
Smart Contact Data - ability to copy / transpose to contact details
When you use the smart contact data lookup, there is no easy way to add smart contact info to a person's contact details, i.e. copy it from the smart info box to their actual saved contact details. This would make this feature so much better. What are your thoughts?
Adding custom fields per webform (which are not visible to the customer)
Hi, It would be great if wel can add custom fields at a webform which are nit visible for the person who fills it in, but are filled in at a lead or deal when the webform is filled. Now we need to make a automation which filters on the titel of the webform, so we can fill in some custom fields. But it will be great if we…
Cannot access the assistance chat
Hello, I have an issue on Pipedrive and I cannot manage to reach a human person through the chat. I am only in communication with the bot, who will not handover to a human. How can I interact with a Pipedrive expert in case of technical issue please? Any phone? any email? My technical context is Linux Mint + Firefox. Thx,…
Integration - AppSheet
It would be great if Pipedrive were to integrate with AppSheet as a data source option. Giving people the ability to easily create apps with Pipedrive data without having to use code.
White label?
Hi - love pipedrive. But we need white label. Talked to Pedro in support - very helpful - and he says this is not available. Are you planning on developing this and when would it be ready?
Insights for Activity Reporting needs to be able to report on "Call Outcomes"
Support verified that there is no way to report Activities down to the Call Outcome level. Without the ability to report on Call Outcomes, all calls are just calls. KPI's for our ISRs (Insides Sales Reps) are based on Dials, Conversations and Appointments set. How can we get this with Pipedrive?
Add Teams to followers
Would be faster than adding each individual, if you already have a team to assign it to.
Can't add custom fields into Insights report view
I've just started using 'Insights' instead of reports, and weekly I look at the number of new deals in our pipelines. I have used the "Deals Started" view, but cant seem to add any custom fields to the report preview or the report pop-up. I need the ability to view a custom field called 'Lead Source' so i can see where all…
Please include a drop-down list option on the Web Form for use with countries and/or product lists.
Admin powers and the Mail in Pipedrive
Recently, I have been running into a situation where the default settings for visibility of emails sent into Pipedrive have been changed to "Private". My company uses Pipedrive for everything from sales, engineering, finance, commissions, etc., so everything must remain "shared". Currently, Admins don't have the ability to…
"REASON LOST" Notes for "Lost Deals"
Hello fellow Salespeople... so, whenever we lose a deal and click that big red LOST button, a little comment box pops up and asks us for a comment. I use this little box to describe why I lost the deal (price was too high, customer went with a competitor, etc) BUT - WHERE DOES THAT COMMENT GO? When we go back and look…
Shouldn't loss reasons be specific to pipelines ?
Hello, I use pipelines for: _ Pre-qualification _ Deals _ Projects (instead of the Project modules that is not helpful in my case) _ Internal Projects (instead of the Project modules that is not helpful in my case) Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed…
Dynamic Fields - Activities - Workflow Automations
We have ran into a blocker to do with needing dynamic fields (using Pipedrive fields) in Activity descriptions - for Activities that are being set up in Workflow Automations. Here is a screenshot with the sensitive info redacted. The yellow highlight gives an example of where the Pipedrive Data Field is required (where the…
Merged: Get different "Lost Reasons" according to the pipeline.
This discussion has been merged.
Add a custom field type to link deals
As part of our business, it may happen that a larger project will happen in multiple deals (e.g. Resales of products, Professional Services, Resale Outsource Services, etc.). It would be nice if there was a way to link deals together to create a "complex deal". The product module doesn't handle this case as "complex deal"…
Email improvement
Hi Everyone! I would like to start a discussion, or rather to ask for your opinion regarding email templates. Since I´m not a fan of clicking through millions open tabs, I´m only using email in Pipedrive. I find the tracking extremely useful, however I see some room for improvement, therefor I would like to ask you for…
Link Reports/Insights to Email Subject/Templates
Hello Pipedrive Community! My role is mainly focussed on marketing, and involves strategy planning based on email performance. Although the feature to track emails is useful, it would be great to create reports based on particular email templates (or subjects) in order to compare how well specific campaigns perform.

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