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Automatisation E-Mail Auswahl des E-Mail Kontos
Jetzt wo wir Pipedrive mit mehreren E-Mail Konten verknüpfen können, sollte bei der Automatisation auch die Möglichkeit bestehen eine Auswahl zu treffen, von welchem E-Mailkonto die Automatisierte E-Mail versendet wird. Bitte
Ticket Management with Pipedrive
In your press release after the Vista invetsment you mentioned that your goal is to "provide our users with powerful tools that cover the whole customer journey". That would imply that you start serving customer success and support teams as well. Are there any timelines on when you extend your product to include a support…
It would be nice to be able to use custom fields in automation triggers
It doesn't look like custom fields are available to use in automation triggers, unless I'm missing something. I.e. I want to use the deal contact person's country (which is a custom field on the Person) as trigger.
New filter for reports
I think you should make it possible for the reports to combine activity field and deals. I wanted to make a report which shows me how many offers did I sent (I have an activity field for this), and how much is the complete value of these deals. After contacting support I was told that there is no possible way to combine…
Sync scheduler with multiple Google calendars
I would love to be able to replace Calendly with PD's Scheduler function. However, I need the tool to check availability across multiple Google Calendars, which it seems Scheduler can't do yet. Thanks!
Smart Docs - eSignatures - Field for signing too small
Hi, could you adjust how the field for signature is shown on mobile devices (smart phones and tablets)? Look below (taken on iPad) - it's way too small to make a signature comfortably with Apple Pencil, almost impossible to make it by a finger.
First activity date/time
Hello Pipedrive Team, Just wanted to reiterate my proposition to create a column "First activity date" for the deals filters. I proposed this a year ago already. All the inbound leads coming from our website are automatically and immediately integrated to Pipedrive. It creates a deal in the first stage of the Pipeline.…
Partner Email Template Access
As a partner seat you get access (once applied via settings) without the need to use other users' logins. However I've noticed a slight project block where I am configuring email templates, but the project plan requires the client to sync the correct email inbox. I cannot configure account specific email templates until…
Add more automations feature to Projects
I think it would be indcredibly helpful if there were more automation options when working on projects. Example: If i create an automation that create and activity after previous activity is done, there is no way to tell the automation what "phase" the activity should land on. Its something you have to do manual.
Ability to rank values in multiple option custom field
We have a multiple option custom field on our pipedrive organizations that we use to record different software solutions that our clients use. We would like to be able to rank the values in this multiple option field i.e. the providers each of our clients use the most.
Resend Emails to Unopened Recipients
In Campaigns, we want an option to resend the campaign after a specific number of days to the recipients who have not yet opened it, ignoring recipients who already have.
How to automatically complete an 'Email' activity by sending an email
Suppose that I have an 'email' activity linked to a deal. Once I send an email, this email is automatically linked to this deal through email sync or smart-bcc. I'd like to know whether such an automation can apply to an email activity as well. Right now, I have to mark each email activity as done one-by-one, which is…
Please add product variations to quick add menu
When you quick-add a deal, you can add products (👍) but can't choose a variation (😢). Would be great if this could be added.
Smart Docs - Request signature features
I would like that when a signature request document was sent that the sender could be notified by email each time that the document is opened. I really like that about Better Proposals. The notification in Better proposals also tells what type of device was used to view. PC, Mac, iPad, iPhone, etc. It would be very…
Download Smart contact Data in bulk
Hi Development Team! It would be amazing to be able to download the smart data contact information all at once to my laptop instead of adding manually one by one all the information to our contact info. This would save me a lot of time, and I'm sure I'm not the only one! Thanks a million!
Email Tracking and Forwarding
Pipedrive, Can you please help? 1. When I forward an email from gmail to pipedrive, anyone cc'ed or bcc'ed on the original email is also sent the email. This is obviously awkward and not ideal. 2. Please add the option to block specific email handles from the email and click-through tracking. If those copied from my own…
Add default time when adding activities.
Currently activities are created as all day events by default. Would it be possible to set a default start time for specific activity types (such as follow-up calls, cold calls, etc.)?
A new Note function built for Calls
A new note function focused on recording info related to calls. This would have a 'Start call' and 'End call' input option with an automatic 'Call duration' field so you can see and monitor time spent. There would also be a description field to write a record of what was discussed throughout the call. Best of all you can…
Filter URL in Leads inbox
Right now there is possibility to add e.g. people filters to bookmarks or send a link to a colleague to check a filter (company.pipedrive.com/persons/list/filter/123). Please add this to Leads inbox as well :) // Harri
Be able to create static list
It would be great to be able to create static lists (aka static filters) like it's possible with HubSpot. Use cases: Create cold call lists for SDRs Create tasks for all contacts into a list Add contacts to lists in order to address them in an outreach tool like lemlist and also reactive them months later more easily. I…
Link multiple companies/organisations to an activity
Sometimes I have a meeting with 2 different companies at the same time. When adding notes to this activity I want to link the activity to multiple companies (like what you do with persons), so that the activity shows up in the timeline of the company (and not allone the timeline of the person). Currently you can only link…
Customise column width on e-mail window
Please oh please let me customise the column width on the email viewing page. The latest change gives so much space to the title and preview of the mail and even whitespace on the owner of the deal, but so little space to the deal name. The deal name is actually the most important part to me to check if everything is…
Show Leads on Map
Our outside sales process involves personal visits to leads. However, there is no way to use the "nearby" mapping feature for leads. Mobile only has mapping available for Organization, People and Deals to map. This means that we will need to create a full org/person record for the hundreds or thousands of leads in our…
Set language of meeting planner invitations
Hi, We would like to set the language of the invitation according to the receipient in order to serve the customer more individually. At the moment he has to switch from the the preset language to his own. But I don't think that many customers will find this button.
CC on Bulk Email Option
would it be possible to add the feature of cc to bulk emails so that you can CC a coworker if needed on 20 emails being sent out?
Products filters
Hi, On a regular basis I would like to filter specific products in a deal. When you have say five products A,B,C and D. If I have two deals one with product D only, and one deal with product D&B. If I create a filter like" Product code is "D" it will filter out both deals also the one with product D&B. According the help…
Activity after email
The option exists to schedule a follow-up activity after a call. It would be nice if there was the ability to schedule a follow-up activity after sending an email .
email verification masquerading as 2FA
The email verification masquerading as 2FA is very inconvenient and relies on the customer to have access to their Pipedrive associated email account on the same device on which they are logging into Pipedrive. Competing applications are smarter and use Authenticator apps or push notifications. When will this be changed as…
Drafts saved to client drafts
Starting a draft in pipedrive is lovely. But having that draft then saved to my Gmail drafts would be absolutely killer, currently I can't edit drafts created in Pipedrive which is a shame through my email client. Sometimes I gotta edit things a few times on the go before sending and not having it in drafts in my email…
Sent eMail automatically added in the planning
It would be nice if the mail sent would be added directly in the planning (not only on the contact).

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