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Lost Reasons by Stages
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
Customize UI with custom buttons
I'm a long time user of pipedrive, including heavy customization through API and webhooks. One feature that I'd love to have is creating custom buttons to organization, person and deal UI. Clicking such button will call external URL, run automation, send mail etc.
Adding Activities For Multiple Contacts at Once
is there any way to have them put in a feature where I can select multiple contacts and add an activity for all of them at once? I spend a lot of time just going back and forth between screens so I can add contacts to an activity list for a day. Seems like a quick and easy feature that could be added that would make this…
Import feature Intercom > Pipedrive
It would be great if we could import data Import from Intercom > Pipedrive in one-click with 2import.
Project activities' dates
Hello, We have noticed that when you set a project start date, and you add activities to it, the dates of those activities don't change when you modify the project date. We would also like to be able to postpone all the activities at once when we change a date on a prior activity. Thank you !
Lost Reasons by Stages
It would be very useful if loss reasons could be configured by stages on each Funnel. So that if the deal is lost in a certain stage/funnel, certain lost reasons shows and for another stage/funnel the loss reasons shown are different.
Adding ability to make organisations and people historic without deleting them
Hello! We have noticed that there is currently no function to make an organisation or people contact historic. You either delete them from Pipedrive or have to leave them as a contact. If we delete them from Pipedrive, we lose their associated data, emails, history etc. The same as if a business is no longer trading…
Email composer creates unprofessional, nearly unusable email threads after a few replies
It would be great if this could be changed because otherwise we can't use the email composer to reply to emails, because this looks really unprofessional and is painful for us and our customers to read through. And having our team bounce back and forth between PD and Outlook is going to waste a lot of time. Example after…
Automate SmartDocs
I'm working with a client that also has a M365 environment. I've created an automation that creates a unique M365 Teams for each customer when a Deal is won. I did that using Make.com next step is that ALL documents related to that customer are stored in that specific Client Environment and when a customer signs a document…
Lead List Links
Hello! We are relying more and more on the Leads Inbox and running reports off this inbox for lead metrics. When I create a filter of Leads, I am not able to copy the URL and bookmark it for checking on this list "report" in the future. This exists for Orgs, Deals, and People. Could linkable filters be added to Leads, too?
Notifications of new lead assignment?
When I create a new lead and assign it to another team member, how can I have him receive a notification of the new lead? He has all 3 notifications enabled @ Personal preferences > Notifications > Deal and contact update emails * Updates about deals I follow * Updates about organizations I follow * Updates about people I…
Admins Should be Able to Adjust Linked Emails
As admins, we want to be able to adjust which Contact or Lead/Deal an Email is linked to. Either due to automatic linking (which we dislike and ask all Users to turn off), or through mistakes, there are often irrelevant emails linked to Deals. Admins need to be able to adjust these, but we are currently not able to do so.
Dashboard for Closable Business
I would like to create a Dasboard to follow up on Closable Business and set also monthly targets to create this closable business (or in other words converts your pipeline into higher sales stages). Closable business is business that comes into a Stage 5 (Negotiation phase) of the Sales Journey. I can create this view in…
Microsoft Excel Integration in Documents tab
We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path: Deal>>Documents>>Create New then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:…
Automation stop trigger @ reply-email in a campaign
When using a campaign to attract leads to become a prospect customer it would be great if the campaign could be stopped when a leads/prospects starts to reply to the emails. If a campaign would continue after the lead/prospects replies as she/he is interested or convinced, any more emails could harm the fragile…
GMail Add-On Needs Email Logging for Essential Users
I want the GMail Add-On to display a "Log Email" Button on all inbound and outbound emails. How this would work, is within the Add-On settings, you enter in your unique Pipedrive BCC Email Logging Address. Then, when I click "Log Email", the Add-On will automatically use that address and forward the email to Pipedrive AND…
Variations for Products in Products detailed view -> Deals tab
Hello, It would be very useful to have the option to add the Variation of a specific product (when available) as a column on the Products detailed view -> Deals tab. This would be very useful in inventory forecasts for those using product variations. In our use case, we need to click on each deal to see what variation was…
I would love if we can organize / reorder our Lead Labels (just like we can with our Contact Labels)
Again: Email-Threading - Urgent!
Again and begging on my knees Please for God's sake give us the option to disable email-threading or at least give me as an admin the possibilt to disconnect emails from user manually. I lost several hours a week to call my colleagues and tell them that they have a fuck up in their email threads and they must disconnect…
Restrict view of specific custom field to specific users
We have different teams working in pipedrive. Not all teams should be able to view all of the information about an organization. We were planning to add extra information about each organization to pipedrive using custom fields but some of this information is highly sensitive and must not be shared with all users.…
eSignatures and eWitnessing
The eSignature feature is great within PD, however we require eWitness signatures also. DocuSign does offer this feature but it obviously requires that extra add-on just for that single feature. Are there any plans to upgrade the eSignature feature?
Products detail view feedback/ ideas
It would be helpful to... Have the ability to create groups as we can in the deal details. (group together sales order information separately from vendor invoicing information, group product specifications together such as sizes and weights and shipping codes) Have the ability to hide, move or group Pipedrive Default…
Group organisation contact details in one place
I'm finding it frustrating that I'm not currently able to group an organisation's contact details in one place. I want the phone number, address, email and website in one field group. At the moment address appears in Summary and there does not appear to be an override to that. (Screenshot is our customer demo account) Note…
A new entity? Brand?
I have been a Pipedrive user for more than 10 years, and I have always asked myself the following: Considering that there are many companies (I would say the majority) that manage brands (either their own or as a representative...e.g. Nestlé) or entire categories (e.g. department stores) And there are more and more people…
Pictures in Leads
It´d be great to include in to the Leads new the possibility of including pictures. In some cases, when you use the Phone App, you find places o advertising, references, etc, that are important to crear a Lead.
Campaigns - Default tracking of all E-Mail Campaigns
We are using the E-Mail campaign tool Currently, the toggles for tracking engagement are always off We generally want to track all e-mail campaigns, as a result, we always have to turn on ("Track opening emails", "Track clicking links in emails") --> Feature request: In settings, enable default tracking for all campaigns.
Why limit to 3 active sessions on different devices?
I have a computer at work, one at home, an iphone, and an ipad. Your software only allows three active sessions. I have to logoff my other accounts all the time when I'm switching systems. This is a bad architectural decision and needs to be changed. I do not understand why you'd limit active sessions to three.
Automation for new users
Dear Pipedrive Team, I'm writing to suggest a valuable improvement to your automation features: the ability for users to send personalized welcome emails to new Pipedrive users. Currently, Pipedrive automations lack the flexibility to trigger emails based on user creation. This limits the ability to automate a crucial part…
Customize Timeline for next activity on leads activity
That you would be able to customize these automatic follow up options to whatever your time preference works best for you to reach out to leads - like as an example next month, next quarter or in 6 months.... Please see attached screenshot.
Ability to create custom objects / items and attach on them custom fields.
Hi there :) I own a small web agency where we manage 50+ websites on a regular basis, including some on the behalf of other agencies. I would love to create a custom "website" type and attach custom fields to it (last time updated, contacts associated, notes, activities, etc...). I want to be able to link deals to those…

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