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Creates notes via workflow automation
Hello there, I use workflow automation to help my sales team and it could be interesting to manage "notes" with Automation and to pin them if we want to.
Workflow Automation - Add a note to record
Currently there is no way for workflow automation to add a note to the record. Since activity notes are not searchable, I had hoped to create a workflow that adds the activity notes to the contact record making it easy to search. It seems this ability to automatically add a note would have other uses also. This is loosely…
Add Notes for Workflow Automation
Would be great to be able to create new notes via the workflow automation :)
Email Labels in Timeline and related Improvements
Not so long ago, labelling was added to Emails. For example, you can add the label "offer." However, these only shows in the email box, not on the deal or contact level, which means you do not see it unless you created it. Also, you cannot just scan down a deal and quickly see this label. --- In addition to the above, I…
When Bulk Importing New People, option to SKIP existing entries
Currently when we attempt to bulk import, Pipedrive gives the option to Merge or Create a duplicate entry if the person already exists in the system. I would like the option to simply SKIP importing the person if they already exist. Pretty please? Thank you!
Bulk Edit Multi Option Field
Is it not possible to bulk add an existing value to a multi value field? Seems odd that wouldn't be possible.
Product group / Sub-product group - a new feature for items that include different items.
Our company mainly deals with providing individual solutions that consist of various products, sometimes we have 100 different items in one document. For a customer it is a macabre! Would it be possible to add an option to create product/product subgroups with their components? Below a quick mockup:
Email template - Default list order
Email templates are cool. Creating a new template is easy. Moving a new template to the top of the template list lets me apply more quickly to the type of work I'm focused on at the time. Seems to me like that would be a common scenario. Saving new templates to the top of the list by default so that one doesn't have to…
Single option field UI
Hi, could you fix the UI for single option field when you have three options. I'm using Chrome on Mac.
Set date field via automation
To be able to easily track if/when an automation runs (among other uses), it would be good to be able to set a date field (custom date field in my case) to the <current date> via/during the execution of an automation.
Duration-related automations should be able to exceed 90 days
I think you should be able to set it to more than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase without having to set up five different automations.
Automation: Send email if the previous email was not opened.
I would like to send a follow-up email if the contact person has not opened my promotional email. In this way, a contact that has been created can be contacted again automatically and we can directly achieve a higher overall reach in the first step of acquisition by achieving more openings in the initial contact.
Outcome for Phone calls
Hello, since we use an integration to log calls directly in pipedrive, it would be really cool to log the outcome of the call, i.e. → picked up → picked up, gatekeeper → mailbox → didn't pick up I think also with meetings it would be nice to change them to "no show", but for phone calls it would be a really basic and…
Focus Cursor when responding to an email
Please put the cursor in the response box when you respond to an email.
Formulated fields automatically updating after products changed/deal value changed
Currently Formula values are automatically calculated and updated when Deal fields included in the formula are edited. However, if the formula uses deal value and your deal value is made up of products this does not work.
Automatically notify the team about received emails
Hello there, [Feature Request], [Email Notification] People following a deal, a contact, or a company should be able to receive email notifications when an email is received by one of the teammates. At the moment, received (and 'shared') emails are only attached to a deal/contact/company but the rest of the team is not…
Store user phone number in user profile and create token for user Phone Number
My organization passes PipeDrive tokens to PandaDoc templates to generate sales proposals. Every time we create a proposal, we have to manually enter my phone number on the cover page. I should have the option of storing my phone number in my PipeDrive user profile. The value of that entry should be a token like…
Functions in Automation
General math functions (date and numeric add/substract/multiply/divide) and mapping of data from other fields (like using tokens in emails) would make automation way more useful. Without them, workflow automation tool in pipedrive is super basic and requires make and zapier for anything more complicated than sending out an…
export deals' information, including products
the actual situation to export your deals' information, including products has two options: 1- go to Tools and apps, export data, products added to deal and export excel file: in this scenario you get details of products quantities but there is no possibility to amend or choose which data you want to export in this report,…
Global search function - AND multiple words, and respect quote marks if used
I'm using the global search to find emails. I'm looking in Outlook and I can see the subject of the email was "Re: (EXTERNAL) SoW for design and build of website" And I want to find that email. So I type sow for design I am shown results that match sow. design. for. I would expect the search to prioritise the emails with…
Sales Emails Reporting
Pipedrive 'Campaigns' is great for marketing emails, but salespeople have to write emails as well, to unsubscribed people. The reporting for sales emails is very basic and missing critical pieces like bounce rates, reply rates, attachment opens, unique opens. We can see how many times someone opened an email, useful, just…
A link to the deal and/or the contact in the calendar entry
With Pipedrive, you can specify that details about the deal and/or the contact person should be saved in the Outlook calendar. This is already good but not good enough. However, there is no link in the Outlook calendar to jump from this calendar entry directly in Pipedrive to the right deal or the right contact, in order…
Can't Add Product Code As a Column In Deals List View???????
This has surely just gotta be an oversight. It's not available as a column to add! And I sure don't want to create a custom field for it. Absolutely critical that we see product codes in list view.
Is there a way to export the summary part of the report table?
I can only get the export option when the "Deals" tab is active, however there are some scenarios where it would be helpful to export the "Summary" tab contents to a spreadsheet.
Shared Draft Emails
It would be great to be able to automatically share draft emails for shared deals/contacts/etc. In the spirit of teamwork on deals, collaborating on communications is critical. Kinda mission critical for us and oddly absent from the platform.
Group Meeting Booker for Teams
Your Scheduler tool is great but it only allows you to create a Meeting Booking Link for one representative. It would be great to be able to create Meeting Booking Links that connect to the calendars of multiple members of your team. Think of a lead submission form on your website - you want this to connect to all of your…
Merging leads & archiving leads
Loving that the Leads Inbox got a revamp recently. I'm wondering if there're any plans for the ability to Merge Leads & to have Lost Reasons (or Archive reasons) for leads? I'm pretty sure I don't have to explain why I'm asking - it's pretty annoying that we cannot merge leads, but have to convert the leads to merge the…
Feature req: Custom data field to Deals and Leads too
One can add data fields for Persons, Organisations and Users but not for Deals nor Leads. It ought to be quite simple to add such a type to show as a similar "Tag-drop down". We sometimes have a subdeal or two. Currently we have a textfield "Related to" that one can add the deal-ID to. A bit 90s UI to fill in into a…
Improve bulk lead to deal conversion with
When converting leads to deals in bulk, no options are provided: It would be nice to be able to set some fields in bulk during this bulk action: owner, labels, custom fields, etc, as seen in the standard lead > deal conversion panel:
Edit leads in table view
Similarly to how you can edit deals in the table view we need to be able to do the same for leads - it is so much more time consuming and you lose context when you need to click into the lead to edit the information

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