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Set Working Time on calendar view
Is there a way to set working time on the calendar view? I don't need 12AM to 12PM. And it would display more of the actual working day so you would have to constantly scroll down to see normal appointment times. Thanks
Web Form Statistics Should Have a "Reset" Option
Our Users would like the ability to "reset" a web form's statistics with the click of a button. We don't want to have to create a new web form and update links every time we want to do this. This would allow for: Clearing out test data when building a form Using the same form (like a website contact form) from year to year…
Goals in hierarchical breakdown
It's great that I can assign a goal to a specific team. But this only really makes sense if I can do it at a hierarchical level. After all, team goals are listed side by side and together they make up the company goals. In Pipedrive, I have to create a separate goal for each team AND (which is my actual problem) I have to…
Batch link emails
Linking emails to projects or deals individually is annoying and a waste of time, especially if there's a clear pattern. I.e. search inbox by sender or email subject > clicking 20 times on every email = tedious. Doing the same, then selecting all, then linking them to a project / deal = saved a bunch of time. Similar to…
Linking multiple contacts to the same PROJECT
We have multiple clients where there are multiple people in that organization we have to communicate with regularly concerning a single project. By only having the ability to link one contact to the project, we are missing emails from others inputing on that project. I know that you can link multiple people to the…
Calendly vs Pipedrive Scheduler
Hi All, I wanted to get some insight on how everyone is using Pipedrive scheduler currently to see if maybe there's a better process that I'm missing. I have a few teams that always revert back to Calendly for a few reasons and if anyone know's a better way, I'd love to get everyone back to pipedrive only solutions :)…
Multiple organizations tied to the same person
Would you find it helpful to have multiple organizations tied to a contact?
Make 'Required' field functionality as flexible on Person and Organisation records as it is on Deals
Within the Deal custom fields, you have the option to make specific fields 'Required' at certain stages of a pipeline. We use this today and it's extremely helpful for us ensuring that we have the right information to be able to process an order at a certain time. 'Required' exists as a Quality Rule for Person and…
Introduce permissions that restrict who can move deals across stages
We would like to be able to restrict who is able to move deals into certain stages within pipes. Some of the later stages of our deal process involve launching our products with customers and there are only certain people within our business who are tasked with doing this and we would therefore like to restrict who is able…
Add a setting toggle or tabs to show person's history on leads and deals
Right now, the lead or deal doesn't show any activity data (notes, calls, emails) from the person's record. Deal record: Person record: Please give us the ability to see historical activity on a lead or a deal that is on the person's record, whether by a toggle setting, or by adding a section or tab to the history area.…
Zoom Phone integration?
Zoom Phone seems to be gaining popularity, but it's not an option for us yet because it doesn't integrate with Pipedrive. Would love to see that integration available, since we're already heavy users of Zoom for video calls.
Show Averages in Insights
Hi, I would like to be able to show the average for some of my custom fields rather than a running total in the insights section. This helps me identify the average fees per instruction my team are bringing in, to be able to assess whether overall our pricing needs to be increased or not.
Quick clicks on activities...
…so you have a quick one-click way to edit dates on activities.. see suggestion attached. There could also be a delete button?
Custom goals using custom fields
I think it would be great to create goals based on custom fields we have created. A critical and fundamental example to my business is commission. I set my monthly and yearly targets based on commission, and I can't replace it with deal value as I also need the deal value to be present and is essential. I work in real…
Ability to Refer to Specific Notes via URL
Hello Pipedrive Team, I have been using Pipedrive for managing deals, leads, and other entities, and I find it incredibly useful for my work. However, I noticed that there is currently no way to directly refer to a specific note within a deal, lead, person, or organization using a unique URL. This feature would be…
Problem: notice about credit card data in forms is customer-unfriendly
Under all forms in Pipdrive the following sentence is displayed mandatory "Never share sensitive information (credit card numbers, social security numbers, passwords) through this form.". This is just annoying and also total nonsense. If I only ask for the name and email address in the form to subscribe to the newsletter…
Projects buddle / mass modification
Hi, I would be great to be able to make mass modifications to projects, similar to what can be done to activities / contacts / organisations / deals etc. Best
Feature request: Send test emails of any email template
I am trying to collaborate with colleagues who are not Pipedrive users on our automated emails. There is literally no way to send a test email or otherwise export an email template so that they can see the email. All I can think of is have them go through each of our separate lead channels to receive these as a user would.…
Lead Scoring and visuals
Please add a lead scoring feature where we can add or subtract points based off of customer actions (for example: opens an email, clicks on a link, etc.). I know this is not the first time that this has been requested, but I am shocked that this doesn't exist in Pipedrive. We would also like to be able to manually enter a…
Activity location should by default have the organization's address
When creating an activity that is associated to a contact and an organization, if we choose to add an activity location, seems very strange that the location needs to be retyped manually. Pipedrive should by default have the organization's address already entered (with possibility to override if needed). Even better would…
Outlook Calendar Sync using UTC time zone
Calendar items synced with Outlook show the UTC time with "Time zones" flag enabled in Outlook. This causes confusion especially when sharing calendar items with others that will see the UTC time. I have used other applications in the past that did not have this issue.
Microsoft 365/Outlook Email Add In for Pipedrive
Hey, When are Pipedrive going to launch the above? Apparently, there is one for Google Mail but not Outlook. The vast majority of other CRM/Competitors in the market offer this. I know because we have conducted a trial of a few of them (and we are staying with Pipedrive because of the customer service is excellent!)…
pipedrive add-ins for outlook
Hi, I'm using MS Oulook on MAC and Windows, using a pipedrive add-ins for outlook to right click on a email to create automatically a contact or deal in pipedrive would save me a lot of time Vincent
email tracking icon more distinctive
Please make the email tracking icon that shows an email was open more distinguishable from the not opened icon. I need to literally hover over it to tell them apart
Better deal layout and deal cards
We would really like the ability to add colors to different deal stages. For example, we would like to have a light green background for the stage Sent Contract to easily visualize the step. The deal cards need some updates also. Why is the deal owner just represented by a tiny icon? Please give us the ability to show…
Please add followers to bulk edit feature
I would like to suggest that followers be added to the bulk edit feature for deals, people, and organizations. This gives managers daily activity snapshots the following morning via email which is very useful.
Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
Sinnvolle Informationen im Vorschaubild beim Hovern über Kontakte auf Organisationsebene
Ich bin auf Organisationsebene und hover über den verknüpften Kontakt. Mir werden dann im Fenster E-Mail-Adresse, Telefonnummer und Organisation angezeigt. E-Mail und Telefonnummer sind nicht verlinkt. Aus meiner Sicht sind das an dieser Stelle alles Informationen die nicht sinnvoll sind. Ich fände es besser, wenn das…
Incorporate Formula Field Functionality For Leads
We desperately need the formula field functionality for leads. We're in a high volume business that provides a large amount of quotes from people shopping around that does not result in a deal. We use these fields to calculate the estimated pricing for the service. We do not want to convert these to a deal, unfortunately…
Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)

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