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Filter Opened Emails
It would be really nice to be able to filter by emails that have been opened by recipients and then be able to do bulk follow ups to those specific people. Anyone else see this as something that could save a lot of time?
Am I the only one who would like to be able to link multiple contacts to one deal or project?
I was surprised to learn that this feature is not available. It seems fundamental. Am I alone?
Invoice Integration - Creating Recurring Invoices (Quickbooks PipeDrive Integration)
Hey there, I want to emphasize a critical feature request that needs implementing. We need recurring invoicing integration ASAP with the Quickbooks PipDrive integration! Here's why it's absolutely necessary: Current invoice integration is useless for larger businesses: Currently, we can't set up recurring invoices through…
automations: sending e-mails during office hours.
Hello guys, Don't you think it would be very usefull if we could send emails from automations only in office hours. People don't like receiving emails from bots. Sending automatic e-mails during office hours would give the impression that the e-mail was sent by a human, which may encourage a potential customer to respond.…
Unlink single email not whole thread
Sometimes customers send new orders by using the Reply function and then they're editing the subject field. This causes that such email is being assigned to an old thread/deal and we're unable to unlink this single message from this old deal, because it's only possible to unlink a whole thread... Would be great to have an…
Dynamic sent from email address
A field should be made available where users can set the "sent from" email address during the setup of an email template. Particularly when the email template is part of a workflow automation - the email must be sent, for example, from the deal owners email address. It seems counter intuitive to have to create duplicate…
Feedback, need archive fonction for contacts
Hello, I am currently cleaning up our pd CRM. Here is my case example, I look into a company into our pd. We did project with someone but the person is no longer working into the company. I don't want that person to stay active but I don't want to lose tack of the past exchanges on projects. There should be a way to make…
Creation Contact Relationships
Make the contact linkable to another contact, such as parent and child, or brother and sister. Allows us to maintain the relationship between contacts, engage various contacts together etc. Currently I add child 1 or child 2 to the contact, then go to child 1, and in custom field parent 1 add the parent contact (field is…
[Feature request] Additional fields in Email templates and Workflow automation Send email action
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
Ability to change the owner of all assets belonging to one user at once
Upon trying to deactivate a user, you are presented with a summary of what they own (how many deals, activities, etc). Unfortunately, there is no easy way to reassign them, and using filters to find matching numbers of at least activities proves very difficult. I request that the functionality be added to easily reassign…
Ability/Authority to Unlink & Link Emails by Administrators
The biggest bug I have experienced with Pipedrive is the auto-linking of emails to incorrect Deals. I fully understand why and how Pipedrive links emails to Deals, and why and how it might accidentally link an email to the wrong Deal (which happens a lot for me!). The big issue is the ability/authority to Unlink an email…
Merged: @Tagging on an Activity
This discussion has been merged.
Gantt Chart View & Client Maintenance Option
Hi, is there any chance that a Gantt Chart view or similar long term project planning visualisation tool will be available soon. Currently, to get that feature I would have to use Asana which, as Pipedrive Projects and Asana have overlapping features would mean that I would rather not use Pipedrive Projects and simply link…
Workflow Automations: Specify Different Email Sender
At present, email actions run through workflow automations exclusively send from the linked email account of the automation owner; this limits the capability to leverage automatic emails to leads and prospects, since Pipedrive administrators generally manage these automations, and would not be the desired contact for…
Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
Adding months to the Automation for lost deals
Please add months to the automation for lost deals. At the moment I only can send a mail for 90 days after a deal is lost. It would be great upgrade this to 6 months. This more realistic in B2B cases.
View-only Accounts
We'd like to have the ability to create view-only accounts. These accounts would let us give view-only access to our employees to help us promote a more transparent sales process inside our company.
Contact Cards for referrals
I very often need to refer trades, consultants, and professionals to others. To do this currently I need to copy and paste everything from Pipedrive contacts into the email (name, phone number, email, business name, etc...) It would be very handy if each contact could have a card that we could forward to the client with a…
Inactivate Email Automation:
When sending out bulk emails (or one by one, for that matter), it seems there should be an easy way for Pipedrive to know when bouncebacks come in, and to be able to update a contact's email to reflect that A: they are out of office, or B: it's undeliverable permanently, especially if they don't work there anymore. Anyone…
iPhone App Usage
My team and I rely heavily on the app. It has been amazing for us since we started using it. A few things to add that would be helpful. the ability to change the name of a photo or document from the APp. sharing or adding photos/documents straight to the app
Trigger automations on Tasks completed in Projects and Zapier Integration
It would be great to be able to trigger an automation on a task and/or subtask being completed inside Projects Module. Also, it would be great to have Zapier integrations for Projects.
Merge Duplicates Functionality Proposed Improvement
New to the Pipedrive Community and found a proposed functionality improvement that the team here at TurnSignl would greatly value. Two things could be added to the 'Merge Duplicates' functionality that could great improve user experience. 1) Adding a 'Merge All' button 2) Allowing users to customize the fields that are…
Emails sent to clients as a report
As a report I believe emails sent is useless as it incorporates internal emails however, emails sent to clients (i.e. any email sent from an account holder to any email in pipedrive) would allow us to evaluate output of our sales team and give us a performance metric of value.
Merging Duplicates
The merging duplicates page has a couple of quirks that make it less functional for larger data sets. * The merged duplicates show up at the top of the list. This is fine for the one off duplication merging, but when something like a bad sync creates a large volume of dupes, after merging for a while, the engine appears to…
Please Enable The Ability to Indent With the Tab Key!!!
It is VERY irritating that we can no longer use the TAB key to indent bullets to the right!!! Having to click the "indent" icon in the editor to indent is a pain in the ass. Pipedrive used to be able to move/indent a bullet to the right by hitting the tab key! This capability was disabled months ago when you rolled out a…
Link emails manually from organisation/deal/person
Emails are still the issue in pipedrive. When you automatically sync your gmail, it happens, that they are sometimes assigned to the wrong person/organisation/deal - especially if you send emails with the same subject and add someone from your company as cc - pipedrive this consider as the same thread. It would be nice to…
Privacy checkbox for webforms with html-link
Hi there, in order to be save with GDPR and general privacy laws we need to add a checkbox with a link to our Privacy Policy before the send button in webforms. I tried several workarounds and talked to Pipedrive support, but it seems there is no legal solution at the moment to get an opt-in by the user and directly link…
webhook: products in deal
Is it possible to add an additional type of webhook that will send the updated content of the products in the deal. I need to set up the transfer of information about products added to a deal to my system and I would not like to regularly poll the API endpoint GET /v1/deals/{id}/products
Allow for a product in the deal to be used as a variable
Allow for a product in the deal to be used as a variable within automated email. Right now there is no way to send an email with the product list from a deal. The product list as a variable is allowed for a document template but not in here.
ADD Taxes into the total amount of the deal
If I select a product with tax included in my products, the tax appears to be included, but the partial and total amount always remains the same! In this way, every single value of the deal will be wrong because the taxes are not correctly marked in the total. In this case the amounts of the products must necessarily be…

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