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Automation - Assign followers based on deal values
If a deal is created or updated with Custom_Field is/contains X Then assign Pipedrive_User1 as a Deal Follower
Better Address format for use with Zapier
The single line autofill for addresses is great when entering an address, but it is very difficult to do anything with the address in Zapier because it does not contain the zip code in the address field that Zapier has access to. I tried creating custom fields for the address to match the format needed in zapier (Address…
"Rotting" Deals
We'd love the ability to customize the terminology for deals that are "Rotting". Having the ability to customize that phrase to match company culture would be a neat feature.
Waterfall Chart to see Deal Slippage
Create an insights report that does the following. Compares pipeline between two dates. What changed between the two dates? what are the new deals what deals increased in value?> what deals decreased in value? what deals were won? what deals were lost? what deals closed date were moved outside of the two dates? (delayed)…
Sending campaigns to multiple filters at the same
Hi, I think it would be great if it could be possible to send campaigns to multiple filters at the same time. I think it will be useful for many users. Let me know if it could be useful for other users too. Simone
It would be great to be able to group the emails by threads/Conversation in the Deal view instead of
It would be great to be able to group the emails by threads/Conversation in the Deal view instead of having them detached along a (sometimes very) long timeline !
Pin Notes in Mobile App
Pinning Notes on the web app is a very useful feature, but is there a way for this to be implemented in the Pipedrive Mobile App
BUG: the plus button for adding a deal does not work
The "+" button on the pipeline's columns does not work. Expected behavior: open the popover for adding a new deal. Browser: Firefox 119.0 (64-bit)
Group Email Bulk Sending
It would be more than helpful to have an updated/upgraded way to send emails to groups larger than 100 people. Currently, it will only send out to 100 at a time, which is fine, except for that it doesn't have an option after that to follow-up with sending to the rest of the people. Thanks!
Add opportinity managment to deals (similar to projects)
Hello! We as sellers and sales managers face the difficulty to qualify and manage opportunities (e.g. deals) along the way, without losing the oversight of the progress. Especially for B2B SaaS sales for mid-market and enterprise customers, we would need a way to add methodologies such as MEDDPICC, MEDDIC, BANT, SPIN, etc.…
Support Role Based Sales Inbox such as sales@
We utilise a sales@ inbox to receive customer enquiries. It would be useful if this mailbox could be set up in Pipedrive as a central mailbox. Then any emails received are public and can be viewed by ANY Pipedrive user. Any user can set up as a lead/Deal and any user can reply via the sales@ email address. So users Sales…
Exporting all stage change dates
It would be a big improvement to be able to export all of the stage change dates for a deal, and not just the last stage change date. I would like to be able to calculate the times between specific stages and currently there is no way to do this. This is for open deals as well as for won/closed. Deal NAme - Stage Name -…
Custom fields calculated / Calculating with results from calculated fields
Hi there, Calculated fields is great ....BUT it would be even greater if one could calculate other fields with results from calculated fields! This really would help a lot. Example: [hours per day} * 5 = Hours per Week -> {Result from hours per week}*4,33 = Hours per month
Pre-fill a field (text, number, monetary)
Hi! We have a request to be able to pre-fill fields on demand. I.e. there is a fee, or a clause that we always want to be a certain way so that it would reduce time spent on creating a deal as the value is set, let's say at $500. Now, there can be exceptions, so then the field can be edited for, say, $450. But, until this…
Create leads based on incoming email
It would be great if leads could be created based on incoming emails. Example: Any email sent to leads+yourcompany@enqlare.com create a lead in the inbox. We often get emails from our website and other forms that generate emails to a sales inbox.
Notes in Filters
I love to make filters in Pipedrive. Sometimes I forget where a filter is made or used for. I would be great if you could make an internal note in a filter where you can leave information about the filter.
Allow case statement instead of just if in workflow automation
We have to duplicate and create actions which are very similar to each other. Would be great to have a case statement so we can use the same business logic (except for a single item) and then direct the action based on the value of that one item. i.e. we take the same action nomatter which stage an item in a pipeline is…
Improvements to the Maps feature!
We are loving the Maps feature within Pipedrive! It allows us to easily create visuals around the locations of our customers and makes us look good to our external stakeholders. We have a couple items of feedback: * The Maps functionality needs its own home page! Much like the other useful parts of Pipedrive that have…
Email Sharing One Way for Admins
Hi, I am an admin and want to integrate more users to pipedrive. I want to be able to have my employees emails set to sharing but I do not want them to have access to my emails. I would like to only share my emails with fellow admins.
Email tracking from iOS app
There's currently no way to enable email tracking using the mobile app (only tested on iOS). Tracking opens and clicks is really important to us. Even if there is no option to turn it on/off from within the mobile app, it would be really useful if there was a global setting to mimick the option you selected last sent an…
Are fixed-value discounts ACTUALLY this difficult?
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
Organizations Current Time based on Timezone to Show in Deal Header
I wish that you could set the time zone of the organization or deal and it would show that deal's current time in the header when you opened that deal. That would save me so much time and brain power.
Better Timezone management
I am trying out Pipedrive but the timezone features are really lacking as I am living in Vietnam but work mostly for European clients... And I have also US contact from time to time. Here some improvements : First it will be good to be able to change the "detected" timezone by the one we want, manually. A second easy…
Planning Meetings for different time zones
It would be a great feature for planning meetings to know the corresponding time to your time zone. I am using this website: https://www.timeanddate.com/ But there are calendars outside of Pipedrive which allow to plan the meeting in a time suitable to everyone:
Time zones for contacts/companies
I have seen others comment that they would like to see time zones so they could, for example, segment call lists. I have the same request. It's really not that hard to integrate, as there are easily available lists of telephone area codes and time zones in the US/Canada (for example:…
💡Time Zone Widget?
⚡️An idea! Could we have a Time Zone widget where we can select the prospect's time zone and it will show the live time in their zone in the side bar? It would be most useful.
Projects improvement
Hello, I have a few ideas for improving the projects section. - it would be nice to be able to set up automations in a project, like sending an e-mail automatically when an activity is clicked on. - update the API so that MAKE or ZAPIER can be used in the projects section - Develop the projects section on the IOS…
Remove Pipedrive's Built in Data Fields Option
Hi, I wanted to recommend the idea of giving us the ability to remove pipedrives built in data fields. Whether it is when you want to create a deal or in the deal summary when clicked it can become a distraction. For example, my company does not use %probabilty or expected closing date as it does not rlly fit into our…
Merged: Dropbox and Dropbox Sign x PipeDrive
This discussion has been merged.
Leads Kanban
In my B2B business, there is a lot of activities going on when the person or the organization are still in the lead status. Actually, the "sales" status if much shorter in delay. It would very useful to : _ be able to add files to a lead _ Have a Kanban view with in column any field defined as a list. I could use the sales…

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