Submitted

Merged: Automating campaign subscription for new persons?
This discussion has been merged.
Use "Bulk Edit" to Create Activities Against Organisations or Contacts
I would love to have the ability to select multiple Organisations or Contacts & then use Bulk Editing to create an Activity again each of those selected items. Can this be done? Are there any plans to enable this?
Add the name of the automation in the changelog
Hi at our company, automation is being used more and more. Unfortunately, this also means that there is always an automation that starts up when a process is wrong. To find and fix this automation is a pain. Mainly the search is the problem especially when there are several people creating automations. My suggestion now…
Merged: Bulk add activities to deals
This discussion has been merged.
Bulk add activities to deals in list view
Hi ! To bulk add activities to deals I currently have to export an excel and then re-import. The alternative would be creating an automation with a data field. Both of these seem like work arounds and can be time consuming. It would be great if when filtering deals using the list view, I could add an activity similar to…
Better document/photo/files management.
I would love to be able to upload all of our project photos and documents and have them accessible via pipedrive. Currently we use the deal number that pipedrive creates as folder on google drive. If upload via pipedrive all the files just go into one folder and there's no way to sort through them other than through…
Search functionality for finding workflow automations
New Feature Request: I have a lot of automations setup. There has to be a search field to quickly find the relevant one that i'm looking to edit. it is very problematic to scroll through them all and try to find the right now.
Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the…
Send direct message via teams integration
Hi, I have created a workflow using the templete (MS Teams) for "Every time a deal is moved to a new stage, create an activity and send an email" I have one final step in this workflow which is the "Send direct message" via teams. For some reason its sending the message directly to me (creator of the workflow) and not the…
Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its ow
Who here Needs a Gantt chart for their Projects with in deals? A way for each project to have its own Gantt chart but then also all projects in the deals could flow to a the MAIN Gantt chart which could be in the Calendar area and you could get a quick overview of all deals slash projects timeframes and what's overlapping…
New App suggestion; activity snooze
It would be great to use snooze buttons on the app alhough there is a prompt once you click that the task has been complete in the activity section, it can be time consuming when selecting times and dates A great feature I think would be to use a swipe to automatically snooze with a prompt suggesting different times…
Command + Return as Shortcut to send a Mail
In most mail programs and ticketing software, Command + Return is the shortcut to send the mail that you are writing. It would be handy to have that in Pipedrive, too.
Calculate the Stage Duration in Pipeline
Is there a way to calculate the duration not depending on the dates? as the stage can be changed a couple of times, Instead, calculate depending on the duration the deal has stayed in that stage, Example: the deal is currently in the Pending stage and has been for 5 Days, somehow it was changed to the Paused stage and…
Organizational Contact Group Emails
It would be super beneficial if I could setup group emails for specific organizations and all of their contacts. Organization ABC has 5 contacts, send group email to all five of them. I have searched for a way to do this and even asked help, but they said it isn't possible. Thanks!
Email tracking/opens visibility for all users
Currently, only the user can see the tracking for their email sendings. But if we work as a team, and the contacts, emails & deals are shared in the whole company, we like to see the tracking/opens for all the communications done by other users. It would be of a great help if we can do this.
Tax exclusive button in products
Does anybody know how soon the "Coming soon" will be for the activation of the Tax exclusive- Button? I hope really soon! Because without it the document creation looses it's value. At least on the German speaking market you have to show first the Tax exclusive- price (net), then the tax, and then the tax inclusive price…
Automatic Email Reminders
Every sales person loses an incredible amount of time by sending email reminders. It would be great if the system can send an automatic reminder after X days with a standard text at the top. It is actually a kind of workflow. If the person emailed has not replied after X days, send email template 1 with the original email…
Function to notify when a person hasn't replied to my email within X-amount of days?
Please create a function to notify me if a person hasn't replied to my email within X-amount of days. When replying to an e-mail and not creating a new activity, one risks the chance of not finding the lead again. This is how this function on Close.com functions/looks like:
Box.com Support
Do you have any plans to integrate Box.com cloud storage as an option alongside Google Drive and Microsoft OneDrive? We use Box for all our company files.
Leads - How to add to existing contacts?
Hi, I would like to use the Leads functionality to record potential leads with customers. Early conversation prior to something being a deal. When I create a deal, there doesn't seem to be a connection to any of the contacts or organizations in Pipedrive already. Any way around that?
Filter conditions "contains" "starts with" "does not start with" "does not contain" for field type "
Hi, Please add filter condition "contains" "starts with" "does not start with" "does not contain" for field type "Single option" I have a large number of textual options in such a single option field, to control data quality. And want to filter based on it for setting up an automation rule. Unable to do so as these options…
Linking products to organizations
Hi there, Firstly let me saying having played around with Dynamics365. Salesforce, and Hubspot, Pipedrive is **chef's kiss**. So kudos on making a fantastic product that gets to the point without all of the learning debt, while still keeping it incredibly feature-rich. My question is, is anyone using Pipedrive to drive any…
New Feature Request - Duplicate reports
Option to duplicate reports. For example: create a report for this month, but want to create for last month. If the option existed I can used my already created 'this month' report, duplicate, and change the date entering stage to last month, etc.
When I am in a Deal or Contact, can I search only those emails linked to it?
When I am viewing a Deal or Contact, I can see all the linked emails I have sent to them, but is there a way for me to quickly search only these emails for keywords, attachments, names, etc? I know there is a section in Pipedrive where I can search all emails, but often times I am just wanting to check really quickly if…
Calendar Block-Offs
I would LOVE if Pipedrive could enable us to mark off certain days on the calendar for holiday/vacation/sick days. This way I don't set myself or my coordinator tasks on days we don't work. I've mentioned this a few times, but I know it takes more people to make a difference. Hope there are other people that could benefit…
Branding
Hi, As part of an internal demo I provided to the team (and within the trial space), it was requested that the platform may be branded with company colours. When I raised this with support having found nothing on your help pages, I was informed the colours are a single default set only. The team here is big on both brand…
[Feature request] Send later - allow customization of morning/afternoon hours
It would be great to have an option to customize (somewhere in the user settings) the morning and afternoon hours. In my case "Tomorrow morning" would be tomorrow at 7:00AM, not 9:00 AM. For now I have to select every time "Custom date and time" and adjust the "morning" hour.
Would anyone else see the benefit of having 'leads' visible on the contact or organisation view?
If a lead is set up it seems that it is only visible in the Leads inbox currently, which is fine but would anyone else find it useful to know when you are on contact if they have any leads open in the past or they have one open currently? Similar to the way deals are shown. To me, the leads feature would be really useful…
Do You need a customizable Day for Start of the Week?
Do You need a customizable Day for Start of the Week?
Google Tag Manager and Pipedrive forms. Still no? Or any worarrounds?
Hey community, I tried to track pipedrive form submission with GTM but seems like I got stuck. * No way to trigger event with visible element when 'thank you' message occurs. GTM hear zero events in pipedrive iframe. I tried to get a class #app > div > div > div > div > div * No way to trigger with GTM;s auto listener * No…

Submitted

Discussion List