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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…
show me the zip!!
Please show the zip code in the address field. It's a chore to search the same address in Google just for the zip code.
More fields available for report building in Insights
I would appreciate the ability to have more fields available from Activities, Deals, and Products for report building. The limited options makes it extremely difficult for me to build the reports I need. Thanks.
Feature request: 'rotting days' to count only working days
At the moment, the pipeline counts weekends. Meaning if a deal is made on Mon 1st and doesn't move for 7 normal days, it will rot on Sunday 7th. However, it would make more sense for our business if it begins to rot on Tues 9th (7 working days vs 7 normal days).
Participants on emails?
I've been asked a few times about this and I'm not sure if there is a work around or not. When an email is created from within a deal, the participants need to be included in the email. This obviously comes with some dangers and if this was being developed as an enhancement I would be asking a question at the start of the…
Unique Identifying Job Number for all new Deals and Projects
Hi all, my organisation has previously requested that Pipedrive add a section for job numbers. We assign a job number to every new client that follows them through our sales, installation and after care service. We're currently using an alternate software to create that job number but it would help us a lot if Pipedrive…
Create automatic activities in relation to once created
I want to be able to set an activity for a meeting and have pipedrive automatically create a second activity following the first one for admin time. Automations currently don't allow this to work.
Automation Frequency Limit should match API Rate Limit
I'm using the API to post deals to Pipedrive; I've tuned my queue concurrency so it's below API rate limit. This is working great. But then I found that Automations have a lower rate limit and some of my automations are "stopped due to frequency limits". My automations are very simple, just business rules (if deal title…
Projects needs a tighter integration into the Pipedrive
Projects working fairly well, but would like to see a tighter integration into the core Pipedrive. For example: When you mark a deal as won and create a project using a template, the deal is linked to the project. However, the deal does not make it down to an activity that is created as part of the project. Nor can the…
Auto fill fields from an activity date and time
To help with streamlining processes I want to see Pipedrive implement an autofill feature. When an activity is created whether manually or from an automation. I want it to be able to fill out specific fields i.e. date and time. pulling the data from the activity. Then we can send out auto generated email such as…
Adding Products to Leads (so that it aligns with Deals better!)
It is currently not possible to add Products to Leads, which seems strange to me as Leads become Deals and Products are integral in Deals. For our company, when we identify a possible "Lead" or opportunity, it is identifying somebody who might be interested to buy a Product, so having the Product connected to the Lead is…
Could we have more colors for labels?
We feel pretty limited with the few colors :)
beeing able to Cc other users
You should never create a contact (person) of yourself or other users or colleagues. This would cause dangerous situations because of the email sync. But this is not the topic of this suggestion. I would still like to Cc other users in emails without typing the entire email address. Other users should automatically be…
Modify the colors of lost deals in the sales funnel to light red for better visualization
Tip: Modify the colors of lost deals in the sales funnel to light red for better visualization (just as earned deals are visible through light green)? I really believe it would make it much easier to visualize the deals in a sales funnel.
Capital letter in CUSTOM FIELDS
Hi PD developer team, would be nice to have an option to define text fields (not drop down or multiple option) to be save with Capital Letter, you can write "demotest" or "DeMOtESt" or whatever you want, at the end should show "DEMOTEST". Many users write person or company names as they want and databases are a totally…
Required Fields at unique Stages for Organizations
Our Landscape company uses custom fields in the Organization to populate billing information once a job is awarded. At the WON stage is when we would populate those fields. Currently there is no option to set required fields within an organization other than at the time of setting up the organization. We use Pipedrive's…
Flagging/Labeling of emails
It would be great if you could flag or label emails. If you communicate a lot with your customer, it is really hard to find the important information in the deal history, especially if you search in deals from colleagues. I can find my own mail in GMail, but if I don't have access to the mailbox, it's almost impossible to…
Suggestion: Show percentage in a pie chart
This is what we saw for a pie chart in Pipedrive Insight Report. As a pie chart is divided into slices to illustrate numerical proportion, we usually expect to see each percentage instead of the actual number. For example, the above graph shows three slices: * PartnerLeads: 3 out of 6, which is 50% * Ted Youn: 2 out of 6,…
Activity Visibility Problems
We have notes and pictures that we enter into most of the activities we create, and it seems like a lot of our pictures are to large to be hidden in the notes. They're too small to use the "minimize" arrows in the top, meaning they can't be hidden, but large enough that they take up a lot of space in lead history. Is there…
Customer / Account Management in PD
Hi there PD is a great tool for driving sales - but it still really lacks the capabilities for Account Management after the sale is done, in order to be considered as a full fletched CRM. Is there any plan to add a "Customers" tab, similar to what you have done with "Leads" (which will be usable once email integration and…
Spark mail app integration
We would love it if you could create some integration with the Spark mail app. (Like Missive did, Spark is much better for our firm's needs.) Thank you!
Dynamic Attachments
We are using Pipedrive automations for communicate clients about servicing process, means that depends on stage it should send an email with PIX or bank billet information. The problem is that we can't attach a PDF or image dynamically with a QRcode for example once it is only possible to create templates with dynamic text…
Commission
Trying to find an easier way to figure commission than what I am doing now. We do not have our accounting system integrated. Right now I am looking at reports for the sale person and then typing everything in an excel sheet. I am sure there is an easier way to do this that I just can't think of . Please help!
"Merge duplicates" algorithm is flawed and needs improvement
I have tons of duplicates on pipedrive because pipedrive is not very good at detecting duplicates based on the phone number. For example, pipedrive won't recognise two duplicates (with the same name) if their phone numbers are written in two different ways: 08 52 78 94 56 and 0852789456 (without space), or 08 52 78 94 56…
Duplication's feature improvement request
Any likelihood of developing the duplicate contacts/companies feature to perform "fuzzy" searches and/or for the user to define which fields PD looks for duplicates?
E-mail Scheduler and Multiple people booking the same time slot in calendar
The e-mail scheduler feature - to choose a time when the e-mail is going to be sent, would be very helpful. This is for replying to one-off prospects from campaign but abiding to their timezone. The second feature i would like to use for scheduling webinars where multiple people need to click and schedule the same time…

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