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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…
[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…
Hello Pipe Drive, can you help us to track the Web Forms with Google Tag Manage? It is very necessar
Optional data fields for different Pipelines
Hi, I have two different pipelines and made a lot of custom fields for my deals. For the deals in pipeline A, I need the custom fields 1 to 5 For my deals in pipeline B, I need the custom fields 6 to 10 Well when I create a new deal in pipeline A, pipedrive shows me all the custom fields 1 to 10 even though I only need 1…
Move deal automatically to another stage when activity is overdue
Hi guys We would like to know if any of you have any experince setting up an automation as this: "Move deal automatically to another stage when activity is overdue" This is our current setup in a pipeline: Stage: write proposal --> proposal sent --> follow up on proposal Activity: send proposal --> follow up on proposal…
Email Template Flaw / Shortcoming
There are many use cases to send an email from inside a specific record (person or deal) to another party (vendor, referral partner, outside partner). These would include status updates, outside vendor orders needed to process a deal won, or a simple thank you's to others attached to the deal. These emailed orders and…
Dynamic URL Link inside email template?
How can we create a dynamic URL Link inside an email template. For example I want to have: "Please find more details here: http://www.mysite.com/register?useremail={email address} I can provide everything up to the "=" as a link, but how do I add the prospect's email address to the link? I can pass as plain text, but this…
Why can't I bulk edit Activities in a People list? Why do I have to waste time creating a spreadshee
Why doesn't the option exist for me to bulk add Activities to checked records in the People list? Seems that this is a basic functionality of a CRM, yet the bulk edit only allows you to change basic information in records. Instead of being able to check those people off and create an Activity for them (e.g. "Sent card"…
Payment schedule - maximum number of payments
Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval. Is it possible to extend this limit or do you have same advice how to solve this? Thank you Lukas Hala
Help, limit of 36 entries in "Payment Schedule"
Cannot add more than 36 entries in the "Payment Schedule" section inside a Deal. There's a way to increase that limit? 36 is too small, it represents only 3 years of payments, doesn't make any sense.
Synching two email accounts with Pipdrive Mail
Right now it is only possible to have one email account synched at the time. You can connect as many emails as you want but only one will be synched with Mail. So to check emails from both accounts, every time you need to go to Settings and change the synched account, which is not perfect. Will it be possible in the near…
Feature Request: Email Tracking within Gmail
Would love to see email tracking for emails sent from Gmail with Pipedrive Plug-in! Is this a planned feature for the future?
Any chance we get a Tax exclusive option for deals anytime soon?
I'm aware this has been asked before. There even seems to have been a "coming soon" marker in the UI at some point two years ago, but the option isn't available to me. So I'm bringing this up again. Any chance we get this soon? Otherwise the whole Deal pricing thing doesn't really work for us in a B2B context... Past…
Custom modules?
Hi guys, have you considered adding the ability to have custom modules to track data such as assets associated with an Organization? This is one of the few benefits we still get from Salesforce, and allows us to track customers licenses and hardware appliances. Using just custom fields attached to deals wouldn't work right…
Permission set so a non-admin cannot change the owner of a contact or deal.
Simply put the function would be for when companies want to limit standard users ability to change the owner of deals and contacts. This would allow only admins to be able to change the owner of deals and contacts.
Is there a way to hide the "leads" tab?
Is there a way to hide the "leads" tab?
Can we use our own ID's instead of Pipedrive's?
Hello i would like to make a suggestion for possible development. We use school government data and sync this over to Pipedrive, however, this data is regularly refreshed with newly opened or closed organisations, along with named staff changes etc. Updating this data means we cannot match the Pipedrive ID's to this data…

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