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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…
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.
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…
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…
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…
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.
Organization Service Account For API Access
The API now is tied to the user accessing it. If I was accessing it and I ended up leaving, the flows would be obsolete after my license is deleted. I would like for their to be an organization service account used only for API access and maybe as a global reader. I know this can happen by buying an extra license but we…
Real simple issue - comma needs to be added to value shown
When using the value field while emailing leads, commas aren't displayed in the number. In this testing example, the lead value is set at "$1,500". But the value field shows "$1 500". Can you guys add the comma to this, so I don't look stupid when emailing customers? Example email:
Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and…
Activity tab: Please add Lead's fields to customize columns in a list.
At least I need to see Lead's labels when open an Activity tab. For now there's no options to add any Lead field in a settings
About Activities permissions
Hey. It would be very useful feature to have different permissions for activities. We work thru activities all the time and problem is that some people dont need all 37 activities what we have in total. Sales people need certain and then we have "personal" activities also for certain people. Eventlink / Petri Lehtinen
Option to choose default currency per pipeline
We use more than one pipeline and the option to have a different default currency per pipeline would be very beneficial.
Activities Visibility
Hi there, as the owner of the company I´d like to have the option to set which employee has access to which activities. In the best case I can say employee A only sees his own activities and employee B (sales manager) sees the activities of employees A, C and D.
Warning that there is no attachment in the mail
Hi Pipedrive folks, I would appreciate a feature added that is standard in Outlook and other email clients, i.e. a notification that an attachment has not been added, even though it is mentioned in the body of the email. Of course, not exclusive to english is a must for us to take advantage of it. Community folks, please,…
Field Definition Hovering
As I have spent time building out a training website for our team... this idea came to mind. If we could define fields (built-in and custom) in Settings, and then have those definitions show up either by hovering over a field or displayed right underneath a field, this would really help new and experienced users! Even…
Leads - missing column "Expected close date"
Hello, the Leads inbox (/leads/inbox) is IMHO missing at least the "Expected close date" column. Would be great to have it there :-)

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