-
Bulk Delete Multiple Filters
I wish we could delete multiple private filters at a time
-
Can Pipedrive Stop With The ENDLESS DISTRACTING POPUPS?!
Edit: I'm referring to the pop-ups regarding webinars, feedback, surveys, etc. (not to the "activity" pop-ups which are actually very helpful). I'm trying to work. Do you people not understand that?! I don't need to see daily pop-ups about things that don't matter. Why is there no way to opt-out of these? Also, these…
-
Bulk Edit Custom Fields for Leads
Will we ever be able to bulk edit custom fields within our Leads dashboard?
-
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…
-
Link Person to More than One Organisation
I couldn't find this anywhere and thought I had posted this in past but seems not. I would like to connect a person to another organisation directly rather than a custom field or other organisation. Freshworks and Hubspot do this well. I am in a networking group so a member of my group will be connected to their business…
-
Turn off auto-created activity when marking previous one "done"?
Hi - I'm setting up a bunch of automations to create specific new activities once a user completes an activity. (example - once you send a LinkedIn invitation, the next step of sending an InMail 2 days later is auto created, general stuff like that). The problem is that PD automatically pops up a new blank activity as soon…
-
Automation cannot read/write Date Range fields
I realized that Workflow Automations cannot access Date Range fields. They are just not visible when selecting the fields to update, e.g., on a deal. This is really annoying, because it means I cannot set the license period for our auto-generated license-renewal deals and have to rely on everyone to remember to do this…
-
Automations Needs an "Everyone" Filter Option
As an Admin, I need to be able to see all Automations that are built, and be able to sort and look at all the Automations in one place. I recently had another Admin reassign ownership of two Automations, and had to go digging to find them! There should be an "Everyone" option here: I see this closely related to this Idea:…
-
More formatting features in Settings
Hi @Janis Rozenblats, Another feedback for you! Could the following "Content" properties be also available in "Settings" properties? * Text colour * Line height * Letter spacing * Block options It would help with the workflow - the ability to set up the design properties globally in "Settings", and then if need be, amend…
-
Increase Workflow Wait Time Limit
The limit for a wait for condition needs to be increased from 7 days. This is farrrrrr too low of a limit. Especially with no ability to detect if a timeout occurs in any type of split paths. This is just crazy. C'mon guys, I know you can do so much better than this! :)
-
Convertkit integration
Hi does anyone use Convertkit and PD? Thanks!
-
Creating a filter for companies in Pipedrive
I would like to create a filter that shows only the companies that haven't won a deal in the last 3 months but have previously won at least one deal.
-
Implement Magic Link Auto-Login Feature Using Admin API
I would like the Pipedrive team to introduce the capability to generate magic links that allow users to auto-login to their accounts. Utilizing the existing admin API, this feature would enable administrators to securely create and distribute magic links, streamlining the login process for users. This would enhance user…
-
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.
-
How to get Customer lifetime value (CLV)?
Hi guys, Is there any easy way to get the customer lifetime value on PipeDrive? I want to see how much each client is paying per year. I know PipeDrive has subscription revenue now but that's for recurring projects. We mostly do one-off projects and I wanted to calculate what's the average clients are paying every year.…
-
Ability to customize linked deal card on the email screen
when I'm emailing someone I can see if we have a linked deal or not. Currently that shows: Deal name Value Customer Name Pipeline stage I would love for this card to be customizable so that I could display other fields that are relevant to me.
-
Conditional/dependent fields and values
Hi, It would be great if Pipedrive allowed conditional/dependent fields and values. Is there a plan to develop such features? 1st e.g. There are two single-option fields and the available values in the second field would depend on the selection in the first field. 2nd e.g. There is a single-option field and if specific…
-
Wait For Condition
Hi all, I think i would be a massive help for me and many others if the 'wait for condition' feature lasted longer than 7 days. When dealing with customers a process may take longer than 7 days which means the wait for condition expires and they automation is useless. For example, if i have sent a document for the customer…
-
Enable CC in group email.
I often want to send a group email and CC additional recipients for certain contacts (e.g. colleagues of that contact). However, there is currently no CC field in PD's group email function. Adding that feature would be helpful. A next-best option would be to allow a user to include multiple recipients in the group email…
-
Pipedrive product improvement log - upvote features and improvements
Greetings Pipedrive, I have been using different types of software for decades (Client and cloud based). Most of the software companies I dealt with will implement customer driven improvements, requests etc. in a timely manner. My experience with other software companies is that they listen to their customer base for…
-
Segment or split an automation into different paths
I would really like the ability to split an automation into different paths. Each path would run based on different filters and conditions. Please add to your list of ideas to implement
-
Automated daily reports (per email)
I would like to have an automated daily email report on activities and turnover related figures from my team, per team member in comparison and as a total.
-
Linking email to deals via "keyword" or "rules"
The automatic email linking in Pipedrive at the moment is a bit of hit and miss, it would be great to have a function within a deal to enable email linking rules. Our deals will generally have a "reference" number that is used throughout the communication, so it would be great if we can have a function to say that any…
-
Multi-select emails for linking mail to Deals/Leads
It's really annoying that in the Pipedrive Mail Inbox that we can't select multiple emails to link them to a Deal all at once. i.e. we get 100's of new emails, most that aren't linked to a Deal automatically, our assistant goes through and links the emails to the appropriate deal, or adjusts incorrect links that happened…
-
Webform only allows you to attach one file
Attaching just a file to Webforms is not enough in some cases, if it is not corrected I will cancel Leadbooster
-
Product images in export / api
Hi, I am trying to get an export of all product with their images (urls). I have tried export all product catalog and using the api to fetch all product but seems like product images are ommitted in general. How can I export / fetch all product data inlcuding product images?
-
Thumbnail view for files and photos
The ability to preview and get a glance of the files and photos we have on a deal is something we really need. Anyone else wishing for this?
-
Webform Default values
Can we have the ability to set the default value in a drop down field on a webform? Also be good if we could set a default value and then hide the field so the user can't change it (this can be done on Smartsheet forms). Currently I am using the title prefix function on the webform and then using an automation to populate…
-
Required fields-must be filled in to save
Hey I'm hoping this could happen- for required fields in any record (contact, deal, organization, etc) it would be great to not allow the record to be saved any time it is accessed, not just when it is created. We have a lot of contacts that are uploaded with an import, and then we access them later. We need users to fill…
-
Having projects included with the other filter areas
Hi Pipedrive, It would be extremely helpful if the fields from the project area were available alongside those from deals, people, organisations, activities, and products when creating a filter.