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Pipedrive Lead Scoring
It will be very useful and interesting if Pipedrive builds a lead scoring system where a lead is assigned a score based on some factors such as Customer engagement: Which involves engagement with email campaigns sent to the customer, if they opened their emails, if they register or subscribe to the campaigns and so on.…
Use SmartDocs & build templates without cloud storage access
SmartDocs should have a settings option to not store documents in cloud storage and storing templates/documents in Pipedrive. At a minimum being able to create templates for the company directly within Pipedrive. As an implementation partner, clients commonly request proposal, contract, quote templates as part of a…
Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
Automations Visual Change: visualize active vs inactive automations better
I would love to see some opacity of inactive automations to better visualize active automations vs inactive/unused/in-dev automations. Since there is no grouping or folder structure to help organize automations, visualizing the cards is the next best method. I have added a picture below as a reference. Very small change,…
Automations Need better management, troubleshooting and Standard Development Features
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…
Emails should automatically be counted as activities
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
Pipedrive App Needs Field Groups
We have utilized field groups on all of our records: Deals, Orgs, and Persons. These groups should be reflected in the Pipedrive mobile app, but they are not! This is important because we have a bug in our system where some unnecessary Person fields were added, which we cannot remove or edit. So we have these fields sorted…
Deleting Sent Campaign
Not a new idea. Just reiterating the other comments to have the ability to delete a sent campaign. Would like to clean up my list and delete sent tests. Thanks!
Build dynamic url in email templates
I've seen that this is an old issue/ feature request back to 2021. Is it really true that this hasn't been fixed yet ? I need to create a dynamic url that point to a form, the dynamic fields should have name etc. included. I can create the url in the email template and i looks fine in the email…
Smart Docs - Update Autofilled Values
When you've created a draft proposal from a Smart Docs template from a Deal > subsequently updated fields within the deal > re-opened the draft proposal > there should be an option to update autofilled values
Attach uploaded Files to Email in Pipedrive
If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.
Email Sync Needs a Toggle to "Make Linked Emails Shared"
Soon, we will be asking all Users to change their Email Sync settings to make their emails PRIVATE, in order to cut down on clutter, personal, and non-relevant emails showing up for all Users in Pipedrive. When we do this, and then rely on folks to actually link their emails to Deals or People, it is imperative that the…
Syncing Shared Contacts
It seems that there is no way for a colleague and I to "share" a contact in both of our address books if we both have two-way sync enabled. Let's make up a contact, say "Gary" that both I and my colleague interact with and we both want Gary in our Google (gmail) address books. Both my colleague and I have two-way contact…
Conditional fields
It would be great to implement "conditional" fields. For example saying : if I have this field (default or custom) with this value then open a new field to complete or make a field mandatory. ;) Thx
Problems completing the deal value
Does anyone else have this problem? I'm using the "value" field as mandatory and important for advanced stages in the Pipeline. The problem is that so far that field is automatically filled when I create a deal and add the products (which generates the value, ARR, etc.)... that is, I don't enter the deal value manually But…
Related Organisations
Its been a couple of years since the original post was made, is there going to be ANY update to Related Organisations in Pipedrive? Ideally the ability to filter and report on relationships and import organisation relationships - is Pipedrive considering any developments to this? If yes, when and what changes?
Meetings Scheduler in sync with Calendars
I would like to know if I can make the Pipedrive meeting scheduler sync with the Google Calendar so it can take my availability directly from there. I haven't found that option, and I want to make sure my eyes are are not failing me
Shared inbox / multiple email addresses
There needs to be a feature where a user can have multiple simultaneous email address. These addresses should be able to be selected at the time of sending. The purpose would be to allow a user to have a private corporate email address and a corporate shared address (like Sales@company.com). Then an entire sales team could…
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…
Live Chat on mobile
I don't find that live chat works on the mobile app the way this video says it does... https://support.pipedrive.com/en/article/live-chat Can someone please make sense of this for me because I pay an extra $50/month to use this live chat function but I can't even find it on the mobile app.
New leads as goals
Does anyone know how to set "new leads" as a goal? I.e. 5 new tangible leads per week.
Inviting clients to Pipedrive Projects
Hi We use Asana as our projects management to discuss with our clients We would like to use Pipedrive Projects instead But first i would like to make sure that Pipedrive Projects has an essential feature (like all projects tools on the market) : be able to invite clients as "guests" on projects on Asana, we can invite as…
Ability to reorder labels in Leads and Projects
Currently it is possible to reorder the labels list native to both Deals and Contacts - when you hover over a label in the labels pop-out menu, you will see two horizontal lines next to the 'tick' which will allow you to re-order the labels as you see fit. However, in the same labels pop-out menu in Leads and Projects,…
Use "Billing start date" in Smart Docs
When selling licenses, the Billing start date must be included on a proposal and invoice. It would be great to have this options under the product tab in Smart Docs.
Feature to add Activity details/content in Deal overview columns
Hi PD dev team, In recent conversation with your support (Sierra in March and today with Nikolaos) I raised the impact for the (seemingly) simple feature of being able to add Activity (content) to a Deal/Person/Organization report column. At this point in time it's only possible to add activities to do (count) done…
Capturing contact data from mail signatures
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
Linking Multiple deals into One Overarching Deal
To link multiple deals in to one overarching deal would be great! A deal, where multiple deals fall under and all information is in one place.
Left sidebar with Organization, Person, and Deals tabs; and General Menu.
I think that the left bar of all entities (Organizations, People and Deals), in addition to the General left Menu, should be configurable by an administrator user and not personally. At least, allow the option that regular users cannot change it. In CRM implementation processes that are complex due to the number of users…
Deal Filter needs "12 months ago" Relative date option
See screenshot. The Deal filter needs a 12 months ago Relative date option. This is an option in Insights but not here!

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