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Person/lead option in Insights
The insights option is very powerful and useful. It offers 3 entities for reporting and gaining insights. However, there are two entities that is missing in our opinion. It would be very useful to have Persons and Leads added to the list of options to generate a report on. This could provide companies with so much more…
Email to task
Hello, I believe this function is highly indispensable! convert any email received, to a tasks, for me and others person of team Please, insert this in the next future beta! I hope..thanks
Text Formula Fields
It s great that we now have formulas for numeric and monetary fields. I would like to be able to use formulas for text fields, to concatenate strings and build URLs. My motivation for this request is the following: Let's say, I want to see if company x has linkedIn ads. And I have stored their linkedIn Url in Pipedrive. I…
Incoming Email as Trigger to automation
I would like incoming email as trigger to an automation. I.e. if it has been assigned to a deal, share it within the organization or create an activity.
Allow mails and activities to be assigned to projects and deals
As of now, one needs to choose between assigning a mail or an activity to a project or a deal. However, often it would be great to have a mail or activity both being visible in a project and the corresponding deal.
Ongoing unresolved issue
I have had this ongoing problem with records being shown as Hidden in the merge duplicates section. The case has been closed out by customer support at least twice and it is currently back open for the 3rd, possibly 4th time. It seems to get closed out by customer support randomly. This is not usual for pipedrive support.…
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
how can I forward an email to pipedrive (automation) and generate a deal/lead in pipedrive
Email Reading Pane
Hi , in Outlook there is a feature called "reading pane" which allows you to see the content in an email without opening it - is there an option like that in PD? also, is it possible when you do open an email , for it to pop out or at least open in a new tab?
Merged: Workflows to have CONDITIONAL workflows (avoid multiple workflows)
This discussion has been merged.
Archiving Contacts
Instead of deleting a contact, can we archive the contact? I do not want to transfer all their data to a new contact. We work on capital projects that take months to years to close. Contacts can come and over from the companies we are working with, and it would be nice to still keep all their data (emails especially,…
Custom sender name
Clients respond more positively to personalized emails. Saying that it would be helpful to be able to adjust the name of the sender in campaigns according to the owner of the contact the email campaign is sent to. This way, it would seem like the email was sent by the salesperson directly instead of appearing like just…
Feature: Lead Disqualification
Option when disqualifying a lead it removes it from the leads list and cancels all scheduled activity.
Products to deals with Direct cost / gross margin
It seems odd, that there is an option (when adding new products) to set the "Direct cost", but that cost is not shown when adding products to a deal, for calculating the gross margin. That could end up in situations where the sales agent is selling the product with a discount, that is more than the cost of the product.…
Advanced Email Search
I am sorry but whatever PD tried to launch today was so awful it made me question two things Has a PD competitor compromised their dev team are they in charge of what is being launched to the community How can you replace a search email feature with a label feature that you need to go into each email individually and only…
Apple Carplay/car friendly Pipedrive
I am curious if there is any option to link pipedrive to apple carplay ? I need to make many calls during the day and want to make use of the time in te car to be more efficient. Is there a plan to make something that can show your activities/calls to be made on a list that you could bang out a number of calls, check them…
Syncbot and Mailchimp Tags
I have been experimenting with the new Syncbot that allows better Pipedrive / Mailchimp integration, and while I love that I don't need to export contacts from pipedrive and into mailchimp, a downside of syncbot is that it doesn't allow for further tagging within mailchimp. You can filter who you want to send to Mailchimp,…
Allow viewing automations owned by all users and/or a team
Currently, I have to toggle between (at least) those automations owned by me and those owned by all others. It would be nice if I could see them ALL, or perhaps those owned by a team. I recently had an issue where another user had created an automation that was built in such a way that it created a "loop" between it and…
How to retain contacts history when they move to another organisation
We had a problem when a contact shifted from one organisation to another whom we also deal with, and we needed to retain the email history and notes associated with that person. If you delete the contact person when the leave you lose the history and if you change their email (if they shift to another organisation) you…
Quick Links between Contacts/Deals and Automations
I would like to make a request to add some sort of linking between contacts/deals and any automations associated with those contacts/deals. Currently the only way I see how is to look at the date/time the automation was created and then sort and filter my contacts/deals to find it. I had an issue with an automation (my own…
Automate Marketing Status as subscribed
There should be an ability for webforms to import new contacts and autosubscribe them. Otherwise, campaigns is useless.
Contacts timeline
Hi Everybody, would it be possible to have more than 12 months in the "Contacts timeline" ? Kind regards, Maureen
Automation for Email Activity once email syncs
I would like to have an automation once an email syncs to a contact, lead or organization to automatically create an email activity
Smart Contact Data Info Analysis
Hi, would love to be able to use the Smart Contact Data Info strategically, and have the capacity to use in filter views as well as the insights tab. Would also be nice if you could bulk update the smart contact data to be visible for organizations instead of having to go through each org and turn it on.
Add all Deal Participants to email with one click of button?
Hello Community, A lot of our communications with clients are either with individuals or in groups. One feature I would really like is: Imagine your email conversations constantly changes between your main contact and a wider group of people (= deal participants). Yes we can directly reply to all once we received an email.…
Add deal participants | Show or search for organization
When searching for deal participants I would like to see the people that are in that organziation. Or at least type the name of the organization and then see the list of people that are in it. Reason being, I often don't know every name by heart but I can select them from a shortlist (i.e. the contacts within the same…
Resizing sections of deals
It would be really cool if we had the ability to resize sections such as the sidebar on a deal. As someone who recently was forced to convert to the "new" view in Pipedrive - I cannot tell you how frustrating it is that not even the customer's phone number can be on a single line because the sidebar on the left side is so…
Organization Notes Should be viewable at the deal level
I believe that many users of Pipedrive may close a deal with an organization and that may be the only deal you close until the contract comes up again. Additionally, I am not quite sure of a deal that could be in play with an organization that wouldn't be assisted by previous deal's notes or organization notes. All that…
Notes should be counted as an Activity
Not sure if I am missing this but it doesn't seem like I can do any workflow automation based off of a Note being created in Pipedrive for a person. It should be counted as an Activity like anything else and then can be used in filtering and also workflow automation. The use case for example if I send a note to someone on…
Signed contract should be a automation trigger
Hi! This post is right! https://community.pipedrive.com/discussion/11921/signed-contract-should-be-a-trigger-for-automations There are so many applications I would this trigger for. Hope it gets added soon! Best, Team Acady
Read-only custom fields
We have custom field for persons in Pipedrive that indicate their subscription status in mailchimp. This field is automatically updated using the API. I wish I could mark the field as read-only for users so that it can only be updated using the API and not modified by accident by users.

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