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Text Formatting / Spacing Controls in Campaigns
Can you add line spacing options like they offer in Mail Chimp. Like "normal, 1.25, 1.5, double" options for line spacing
Automate send notification if label is removed
A small step for me, but a giant leap for a lot of users. And it would contribute a lot to process security in Pipedrive: You can create automations when a label is added or changed to a deal, but not when it is removed. Some companies (especially larger ones, with visibility restrictions) mark organizations with an open…
Meeting schedulder - Round Robin
The option to create a Meeting schedulder with choosen Team Calender integrated, not only one Calender. Just like Youcanbookme or Calendly. It is a must have for Productdemos since there is often one button on the website which leads to a booking page, but what when we have more than one Calender to choose between?
Clone or duplicate activity
Hello - Wondering if there is a way to duplicate or clone an activity so that we do not have to add the people and deal name every time.
Project Filters - Ability to Save selected columns with the filter
The deals has it, but Projects List view really needs the abilities to save a column with the filters, exactly like you can do with Deal list filters.
Integrating with Otter.ai
Hej Is there any plans to integrate Otter.ai to Pipedrive ? as Salesforce ,HubSpot , etc. have done
Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
Omnichannel Inbox for WhatsApp, IG & Facebook
Just saw the Facebook integration and it’s great but I honestly don’t understand why Pipedrive doesn’t offer the same for WhatsApp. No CRM has all these channels in one place yet. This could really set Pipedrive apart and make things so much smoother for sales teams. Even as a paid add-on, I think a lot of us would go for…
Change text color in submit web form button
Hello! Is it possible to change the color of the form text? Look at the attached image. As you can see the text is not visible ... Thank you
Predefined Date triggers
Hi, I would need more options for date triggers and delay steps in automations: first (work)day of (next) month last (work)day of (next) month in one month Any chance to add these? Thanks, Robert
Shared Calendar
Having a number of employees it would increase proficiency if we had the ability to have a shared calendar option at differing team levels.
Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
Need to be able to edit the list of Industry field values for the organization.
This list of values for the "Industry" field needs to be editable. I work with industries not listed, and I would like to delete some on here that are not relevant.
If Then Statements?
I'm trying to build a custom field with a IFF statement….not sure if this is possible in Pipedrive. Basically if the Deal Orgin is X then multiply deal value by 123, if not then mulitply deal value by 234.
Emails should automatically be counted as activities
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
Pipedrive Calendar: invisible recurring appointment?
Hello There, I have an issue where my Pipedrive calendar, shows that I have a recurring schedule in the middle of the day. My pipedrive calendar is synced with my outlook calendar but my outlook calendar does not have this recurring apointment set up at all. But because of that recurring appointment, clients are unable to…
Better Email Signature Options
It would be helpful to have a customized email signature options. We have had a hard time matching our company's email signatures on Pipedrive. We can't add our photos, logos, or social links as desired.
Need to export results of Web Visitors
The Web Visitors tool needs to have a way to export the results to make it useful for analyzing the data. PipeDrive adding some analytics to the tool would be good in addition. However exporting and being able to analyze to our (anyones) specific needs would be the priority.
Filter or Advance Reports on Product Categories
Currently Pipedrive does not allow you to Filter and Reports on Insights from the Product Category field. Since it is structured data, it would be nice if the system could do so. Thank you!
Projects improvment ?
Hi Any update for projects module to come ? One feature we would really need is the ability to comment a task thanks
Setting automations for other users
Hey, just wanted to mention this again: the requirement to make users enable date based triggers, while regular workflows can be set to "triggered by anyone" is… backwards. Most sales teams shouldn't be bothered with automation settings. They have a job and automation settings is not something that should slow down the…
Resend Campaign to not open email users
It is a very usefull feature that comes with almost all email marketing tools, and I used a lot when I used Mailchimp tool. It help me to resend campaign just one click to the users that could open the email. An user can open an email for many reasons, They receive a lot email afer our email so our email left to below of…
Using iPad to browse the Pipedrive website and add new deals
I’ve found a bug in the pipedrive website app when used on an iPad. I can’t find any way to report it to the developers. Does anyone know how to do this? In case it’s done via this forum, the bug is: When creating a deal, you enter the name of the person and select “add this contact” in the pop-up as normal. You then add…
Multiple choice fields update
Hello, it would be awesome if imports didn't remove the previous multiple choice options from a contact and only add the new ones. For example, at the moment I have a contact with "A" and "B" below a multiple choice field. If I import the same contact with another option "C", "A" and "B" will be removed and "C" will be the…
Only activity owner can mark activity as complete
I would like to be able to block an activity from being completed only by the person responsible for it, can you please create this option?
Link calendar events to People, Organizations, and Deals
My company recently moved to Pipedrive, and one thing we're really missing from our previous tool is the automatic linking of calendar events to CRM entities. I understand that creating an activity will link the activity to the entity, but I have hundreds of events on our team calendars from the past that I would like…
Undo function in changelog
Occasionally a deal will get updated via Zapier in error, usually due to user error. For example, say we submit an order form in another app and the user enters the wrong deal ID to match the data to Pipedrive. It overwrites the correct data. When it involves the deal contact, it can cause contacts to get mixed up and the…
Keep formatting when pasting bullet points from OneNote into Pipedrive activity
I'll take my notes in OneNote and when copy-pasting it to Pipedrive it either generates an image (Ctrl+V) or deletes all formatting (Ctrl+Shift+V) - neither of those options is satisfactory. Please enable the correct formatting when copying from OneNote to a Pipedrive activity.
Download partially signed documents with the signatures on them
With DocuSign when you required multiple signatures from multiple different parties you could download the pdf with the signatures from some of the signors while you are waiting for the other signatures. With pipedrive this isn’t an option you can only download the original pdf with no signatures or you have to wait until…
Bulk link emails to deal
I would like to be able to link emails I have received or sent on which I create a deal at a later moment in bulk. Right now you can only that one by one and that is time consuming.

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