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Custom fields calculated / Calculating with results from calculated fields
Hi there, Calculated fields is great ....BUT it would be even greater if one could calculate other fields with results from calculated fields! This really would help a lot. Example: [hours per day} * 5 = Hours per Week -> {Result from hours per week}*4,33 = Hours per month
Pre-fill a field (text, number, monetary)
Hi! We have a request to be able to pre-fill fields on demand. I.e. there is a fee, or a clause that we always want to be a certain way so that it would reduce time spent on creating a deal as the value is set, let's say at $500. Now, there can be exceptions, so then the field can be edited for, say, $450. But, until this…
Calender View Settings
Hello community and Pipedrive! My suggestion is to add different view options to calender view like in other calenders. Currently we do only have a Monday to Sunday view. Problem with this feature is that you cannot see the title of your activities without clicking it. How about adding a few more choices like Day (shows…
Create leads based on incoming email
It would be great if leads could be created based on incoming emails. Example: Any email sent to leads+yourcompany@enqlare.com create a lead in the inbox. We often get emails from our website and other forms that generate emails to a sales inbox.
Prefill Name and Email in Meeting Scheduler
I'm currently using Calendly to send out meeting invitations. In Calendly I'm able to pre-define the Name and Email of the person I'm inviting, so they don't need to spend time on this. I wanted to switch to use the Pipedrive Scheduler for sending invites, however as I understand it, either the invitee or I have to manully…
Notes in Filters
I love to make filters in Pipedrive. Sometimes I forget where a filter is made or used for. I would be great if you could make an internal note in a filter where you can leave information about the filter.
Allow case statement instead of just if in workflow automation
We have to duplicate and create actions which are very similar to each other. Would be great to have a case statement so we can use the same business logic (except for a single item) and then direct the action based on the value of that one item. i.e. we take the same action nomatter which stage an item in a pipeline is…
Improvements to the Maps feature!
We are loving the Maps feature within Pipedrive! It allows us to easily create visuals around the locations of our customers and makes us look good to our external stakeholders. We have a couple items of feedback: * The Maps functionality needs its own home page! Much like the other useful parts of Pipedrive that have…
Email Sharing One Way for Admins
Hi, I am an admin and want to integrate more users to pipedrive. I want to be able to have my employees emails set to sharing but I do not want them to have access to my emails. I would like to only share my emails with fellow admins.
Email tracking from iOS app
There's currently no way to enable email tracking using the mobile app (only tested on iOS). Tracking opens and clicks is really important to us. Even if there is no option to turn it on/off from within the mobile app, it would be really useful if there was a global setting to mimick the option you selected last sent an…
Are fixed-value discounts ACTUALLY this difficult?
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
Better Timezone management
I am trying out Pipedrive but the timezone features are really lacking as I am living in Vietnam but work mostly for European clients... And I have also US contact from time to time. Here some improvements : First it will be good to be able to change the "detected" timezone by the one we want, manually. A second easy…
Organizations Current Time based on Timezone to Show in Deal Header
I wish that you could set the time zone of the organization or deal and it would show that deal's current time in the header when you opened that deal. That would save me so much time and brain power.
Planning Meetings for different time zones
It would be a great feature for planning meetings to know the corresponding time to your time zone. I am using this website: https://www.timeanddate.com/ But there are calendars outside of Pipedrive which allow to plan the meeting in a time suitable to everyone:
Time zones for contacts/companies
I have seen others comment that they would like to see time zones so they could, for example, segment call lists. I have the same request. It's really not that hard to integrate, as there are easily available lists of telephone area codes and time zones in the US/Canada (for example:…
💡Time Zone Widget?
⚡️An idea! Could we have a Time Zone widget where we can select the prospect's time zone and it will show the live time in their zone in the side bar? It would be most useful.
Projects improvement
Hello, I have a few ideas for improving the projects section. - it would be nice to be able to set up automations in a project, like sending an e-mail automatically when an activity is clicked on. - update the API so that MAKE or ZAPIER can be used in the projects section - Develop the projects section on the IOS…
Remove Pipedrive's Built in Data Fields Option
Hi, I wanted to recommend the idea of giving us the ability to remove pipedrives built in data fields. Whether it is when you want to create a deal or in the deal summary when clicked it can become a distraction. For example, my company does not use %probabilty or expected closing date as it does not rlly fit into our…
Merged: Dropbox and Dropbox Sign x PipeDrive
This discussion has been merged.
Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
Leads Kanban
In my B2B business, there is a lot of activities going on when the person or the organization are still in the lead status. Actually, the "sales" status if much shorter in delay. It would very useful to : _ be able to add files to a lead _ Have a Kanban view with in column any field defined as a list. I could use the sales…
Automatisation E-Mail Auswahl des E-Mail Kontos
Jetzt wo wir Pipedrive mit mehreren E-Mail Konten verknüpfen können, sollte bei der Automatisation auch die Möglichkeit bestehen eine Auswahl zu treffen, von welchem E-Mailkonto die Automatisierte E-Mail versendet wird. Bitte
Allow restoration of deleted People and Organizations.
While setting up an evaluation via the API I accidentally deleted a few people to much, this was eye opening as I discovered that there was no way to restore them. I read somewhere that customer support can help restore stuff, so my suggestion is: Let users (admins) restore what they accidentally, hopefully, deleted.
Ticket Management with Pipedrive
In your press release after the Vista invetsment you mentioned that your goal is to "provide our users with powerful tools that cover the whole customer journey". That would imply that you start serving customer success and support teams as well. Are there any timelines on when you extend your product to include a support…
It would be nice to be able to use custom fields in automation triggers
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
Make a trigger on Document signed
Having more trigger and action options in the Automation would be amazing. I want to have a trigger option for when a document is signed and from there I can setup actions to send an email to the accounting as well as another one to an SDR, then create an asana task for another person and so on, to basically automate ~4…
New filter for reports
I think you should make it possible for the reports to combine activity field and deals. I wanted to make a report which shows me how many offers did I sent (I have an activity field for this), and how much is the complete value of these deals. After contacting support I was told that there is no possible way to combine…
Sync scheduler with multiple Google calendars
I would love to be able to replace Calendly with PD's Scheduler function. However, I need the tool to check availability across multiple Google Calendars, which it seems Scheduler can't do yet. Thanks!
Smart docs in workflow automations
Hello, It is sad that you can't create a workflow like this: * Trigger * Smart doc is created * Email is created * Smart doc is attached to the email * Email with attachment is sent With this I could just move a deal from stage to stage and an email with an offer would be sent automatically. Super hot feature as it would…
Smart Docs - eSignatures - Field for signing too small
Hi, could you adjust how the field for signature is shown on mobile devices (smart phones and tablets)? Look below (taken on iPad) - it's way too small to make a signature comfortably with Apple Pencil, almost impossible to make it by a finger.

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