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How to get rid of non-deal related items in Emails and Activity reports?
Terribly disappointed in the Emails and Activity reports/insights. We upgraded to the more expensive package to enable full 2-way sync, so we can get rid of manual BCCing, but now it turns out this renders both Emails and Activity reports essentially useless, because these include ALL emails and meetings. The only way to…
Linking several organizations to 1 project
Hi there! My company is new on Pipedrive and we are struggling to achieve what we have in mind. I have been reading through the different discussions and it seems to me that this topic has not been tackled before; if it has, please send it! 😊 We want to use Pipedrive to keep track of the status of the projects we sell, as…
Custom Currency
I have added a custom currency to a client's account, but the custom is pound sterling with extra decimal points as I cannot edit the default one. But the £ symbol is now placed after the monetary value, so it looks like this 100£ - please can this be changed so that all currency symbols can be assigned either side
Leads Labels Cant be Reordered
Why the Labels from the Leads cant be reordered as the deal/contact labels? For example, I have these labels: dont answer at my first phone call dont answer at my second phone call. Then I create a label: Come back in June with a phone call dont answer ay my third phone call. It s a littble bit unaesthetic.
Include lead value ($) in mapping of data import
When importing leads from a spreadsheet, we currently do not have the option to map the lead value. If we map the lead vale to deal value, it creates both a lead and a deal in Pipedrive at the same time. Adding the ability to map the lead value when importing data would be very simple and save manually adding each lead…
Trigger automation by filter
The Zapier integration has the ability to trigger when a record matches a Pipedrive filter. It would be great to see this functionality in Pipedrive automations as well.
Export list for all automations (active/inactive) with owner information
We can transfer ownership for automations so the new owner is able to configure the automation – including editing and activation. It would be helpful if we can export list for all automations (active/inactive) with owner information for review and keep track the record.
Payment schedule automation
Payment Schedule is very interesting and useful functional. But it need some automation. Automatic tasks or notifications to managers that the payment deadline is approaching or the client has overdue payment will positively affect to the company's final profit.
Multiple persons in Person type field, and multiple companies in Company type field
It would be great to be able to have a list of persons or companies in those types of fields, especially for companies/persons. Let's say we want to have list of board members or owners, so we could just add all of them as a list into one field, instead of having 20 fields for Board member 1, Board member 2 etc. Same with…
Customizable Hover Cards
We love that Pipedrive now offers hover cards when you hover over a Person or Org's name when you are in a Deal. Now my team is asking for the Hover Card to be customizable. For example, they would like to see the Job Title of the Person in their hover card. Submitting as an idea for a future improvement! Thanks!
Currency Exchange rates
Is Pipedrive looking into an option for organisations to use their own currency exchange rates?
Insights Manipulation
I had some feedback from a client where it would be useful to manipulate the order of graphs, to show ascending/descending order.
Email to organization
Hi, as of now only contacts can have an email. We work alot with franchise businesses, and will sometimes email between 10-200 companies in the same franchise at the same time. Wish it was possible to send an email to the organization/company and not the contact person on the lead.
SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
SmartDocs & Excel - when will OneDrive & Sharepoint support excel documents please?
allow export/import of custom fields, email templates, pipelines
We are onboarding many agents, I've been asking for this feature for some time now. We need a feature to be able to export the custom data fields, email templates and pipelines and general settings. It should be possible to create a template of pipedrive setup that works for one user and export that and import into…
Controlling custom fields
It's great we can restrict whether our users can delete a custom field however we use custom fields for putting some super important information and there is no restriction on them editing the content of the field say if it's a multiple option. What would be great is if there was a permission like other CRM's whereby we…
maximiser le automatisations pour éviter des pertes de temps ( Taxe au Québec )
Bonjour à vous, Pourrais je savoir comment je peux créer un choix automatique pour que les choix suivants soient toujours en ce sens ; Toutes entreprises : Hors taxes Inscrire les taxes comme ci-dessous automatiquement : 14.975 $ Merci, à très bientôt David Caron Directeur Régional Stratégie / Développement Placement…
Save new email contacts to pipedrive contacts
Good morning, I have successfully linked my Outlook account with Pipedrive, and I am curious to know if there is a method to automatically generate and store new contacts in Pipedrive whenever a new sender is identified in Outlook emails. Thank you in advance!
Report to display individual payment transaction value per month (not the total deal value)
Payments are a great new feature of Pipedrive! Now we can forecast revenue in a meaningful way for both subscription services and separate payments! Well done Pipedrive! For example I close to winning a deal, Deal A for $100,000 I could create a $50k payment for January and a $50k payment for March. I've another deal, Deal…
Email Synchronization At the DEAL LEVEL across all contacts in the DEAL
I think this is a legacy issue as I've used pipedrive for more than 3 years now. I still cannot figure out why emails synchronization is not seen at the DEAL Page. If we write an email in our native application (Gsuite) to a contact listed in the Deal, it often only appears on the contact page not in the deal page. It is…
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.
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?
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…
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…
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…

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