Submitted

Mention d'un utilisateur via les notes à partir d'un workflow
Bonjour, il serai tres apreciable d'avoir la possiblité de mentionner un utilisateur via les notes à partir d'un workflow. Sachant qu'il est possible de mentionner un utilisateur sur une fiche personne et qu'il est possible d'automatiser l'ajout d'une note via les workflow, comment mentionner un utilisateurs dans les notes…
Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
Scheduler activities - option to set default to 'Free' - to allow multiple booking
Our company carries out survey visits; clients can book an am or pm slot (between 1pm-5pm for example). However, Scheduler doesn't allow for multiple slots, so once the slot is taken, nobody else can book the same afternoon. It would be good to be able to set the scheduler appointments to Free or Busy, or have an option to…
Uploaded files destination in Google drive
I use Pipedrive integration with Google Drive. Now all uploaded files for any deal are stored in one main folder regardless of deal or contact relation. This causes a chaos, when I work with file on local synced storage in my computer. Thousands files of different contacts and deals in one folder. this should have some…
Custom fields - ERROR - "Required" must be in "Add view"
Hi, when I check that some field is „Required“, eventhough it is required in the later stage of the sales process, it can`t be unchecked from the „Add view“. This makes the add view quiete messy with a long list of fields, which are not requiered at the moment of adding a new deal. Thanks for looking into it!
ChatBot - PRODUCT FEEDBACK
Have you noticed that the Chatbot does not let customers to start the chat from the beginning or again once started? If you choose wrongly and want to go "back" or restart this not possible. BR, Noora
Improving Calendar Sync & Activities
There really needs to be a way to exclude/hide internal meetings from the activities/calendar sync. Also to merge activities that multiple users are attending. For example, if a member of our Customer Success team & a member of our Sales team join the same meeting, it currently creates two different activities; I would…
Support for meeting invitations in ICS format in Pipedrive mail?!
As web meetings are becoming more common in times like these, it is very annoying to not be able to see the date, time or be able to accept, decline in Pipedrive mail!
Inbox Issue
I have recently logged an issue which is impacting our company. Unfortunately there does not seem to be a solution at present so I would like to highlight this feedback to you as it may well impact other users. We are a small company and use Pipedrive for our email communications. There are 2 of us who access the in box to…
Feature request: Calendly integration into 'Propose times'
I find it easier to send clients the Calendly link to book a call. It would be great if I could open this pop up, click on 'Send Calendly Meeting Link' and it then automatically posts it into the Email box (saves me copy and pasting it each time) Making a template dedicated to this is a workaround, but this solution makes…
Dashboard - ability to make changes to the graph
I have a number of graphs on my dashboard with the same 2 product types visible. On some graphs the colours of the products differ to the others. For example, product 1 is orange and product 2 is blue. But further down, product 1 is blue and product 2 is orange. I would like to have the ability to make changes to these…
Merged: Problem with Outlook Calendar Sychronization from Pipedrive
This discussion has been merged.
Please let me login on more than 3 devices
Hey folks, I have 2 laptops, a desktop PC, an ipad and a phone I use daily for business. This 3 concurrent login constraint prompt is really annoying! Any chance we can increase this? With MFA enabled you've got to be pretty sure its me and not someone else I'm sharing an account with.
Automatic deal creation from a Campaign click
We have a regular newsletter mailout that we send via Campaigns. In this newsletter, we have various links that recipients can click on. Some of the links will take them to our website so they can download materials. When they do this I would like Pipedrive to automatically create a deal, so this can be followed up with by…
Import from Spreadsheet: Adding values to multi option fields instead of replacing them
We are regularly doing webinars and sending out postal mailings to our customers and leads. For that, we have custom multi option fields so we can label who took part in an event or received a mailing. The problem is, once I import an Excel list that says, person A received Mailing XY, then the previous value of the field…
Checklist / Checkbox in Notes
It would be helpful to have checkbox in In notes and activities. Now checkbox could be copy-pasted from Google Docs, but could not be checked.
Possible to link an activity to a Deal AND a Project
It seems that I can link either a Lead, Deal or Project to my activity. While I of course want my activity to be linked to the project, I still want my acitivty overview to show the Deal that my project - and therfore my activity - was created from.
Shared deals
At this time, there isn't a way for a single deal to show up in multiple users' pipeline totals (transaction amount, total # of deals, etc). As a company that co-brokers a lot of deals internally, it would be tremendously helpful if one user could create a deal and then share the deal with another user while each user's…
Multiple Calendar Sync
Hi Of course just one feature is never enough LOL. Now that we are testing multiple email sync (and it would be great to know if we could have an add on for that instead of having to go to additional subsciptions), is there any chance you could look at Calendar sync next? Kind regards Purnima
Marketplace: Free isn't Free
The marketplace has apps that are labelled as free when they have a 14 day free trial... But they're certainly not free. Maybe worth adding a Free Trial tag instead of Free. In the image attached, the first Facebook App is free but the others cost USD 60 per month. This is an easy example but there are many others that…
How do I create a unique URL inside of an email template using deal ID or some other reference?
Hi Pipedrive Community, I am trying to create a unique URL inside of an email template that contains the deal ID or some other unique ID. From others I have taken the approach of having it start as plain text and when it sends it will become a link. (Although even this workaround may not work in all email clients) I can…
Product Images
Most of the people who are providing products, not services want Images, it would be really beneficial if we can upload images that we can see, not just a file name. Product = Image Sometimes someone is asking you about something specific and you need to see actual images not download then view them.
Permissions to Marketplace
I'm with a mature startup and by policy we comply with regulations regarding company that are publicly traded. So we carefully control the installation of software on our users computers. And that would include software installed via PipeDrive marketplace. So my request is that we can turn off the MarketPlace option…
Trigger an event after an email is sent
I can't see how to do this, so I'm assuming Pipedrive doesn't support it. I want to trigger an event after a specific template email is sent. For example, I send the "welcome to xx product" email and it automatically changes the organisation label to customer and sets a follow up activity 1 week later. So, the trigger type…
Pipeline deal cards
Allow the option to display how many days the deal card has been in it's current stage. In the bottom right hand corner maybe. This shouldn't count toward the existing limitation of how many items can be displayed on the deal card.
Label Field in Email template
Is it not possible to use the Label fields in email templates or am I missing something? If thats the case are there plans in the future to allow the use of Label values in email templates?
Adding tasks/subtasks in a deal
I'm missing some sort of checklist within a deal. I understand you have the "Project" environment in which you kan keep track of things after you have won a deal. However, when I'm working on a deal a lot of the times my offer consists out of multiple big "parts". I would like to keep track of which parts of the offer I…
Company Branding
Hi I couldn't see the answer anywhere. How can I add my company branding, font colours etc to my email templates? I have specific colours that I want to use and not the ones in the colour picker. Is there an option for that as I couldn't find that anywhere. If we don't have it, then can we please? Ideally I want send my…
Configurable Deal Cards??
On the deal cards in pipeline view, you can see the title, value, owner, organization in the little card. It would be great to be able to configure this view to add a due date or next activity date etc. to this view so I can see critical info at a glance.
Relational Fields
It would be great to have relational fields that only display when a core field is filled with a certain answer. For example: Field 1 is Business Type with Single Option Select of End User, Partner, etc If Partner is selected additional fields 1a and 1b would display for additional information e.g. Accreditations and…

Submitted

Discussion List