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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…
iCal iCloud (Apple) Calendar Synching Functionality
It would be great if Pipedrive supported 2-way iCloud/iCal Synching Functionality.
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…
Make subscription value exportable
When using the recurring revenue insight it isn't possible to export the subscription value per deal. In the insight you get the total value of the subscriptions but it isn't possible to see the individual subscription value per deal.
View/change owner of workflow automation
It wold be very useful if you could change the owner of workflow automation so that the new owner could edit it. And also the option to view a workflow automation made by other users.
Scheduling live chat availability
When using Live Chat, it would be great to be able to schedule your availably to coincide with you working hours, for example. At the moment, you have to manually select Online/Offline but automating and scheduling this would be much better
Exporting email templates
Rather than copying and pasting email templates one at a time,, it would be better to be able to export all for editing in word or google docs, where there are better editing tools and where reading a cadence for flow/continuity is easier.
What is the best way to regularly send out an email with the results of a filter?
What is the best way to regularly send out an email with the results of a filter? For example the day of a weekly team call we'd want to send out an email to the team with the list of open deals in a specific region (filter) so that they can quickly glance in their inbox in preparation for the meeting. I'd also want to…
File Uploads for webforms
Hi there, the new design of webforms is now very good, but I am missing the option to upload files. Any plans to add the function? If yes, when? Regards Robert
Copy Email Templates
It would be very usefull if you are able to copy email templates. Very often you would use a structure like: Subject: Quotation for [company name], Hi [first name], Thank you for your interest in [product]. Please find the spedifications attached. Best Regards [sender name] Sometimes, the emails are much more complexe. If…
Feature Request: More label colors
We are using labels a lot handling our deals and we would need more colors to chose from to get a quick overview looking at the pipeline. When having more labels than tags means using the same color for different labels and that will affect the visual overview. We would like to have the possibility to chose from a color…
Feature request: Edit the date of Notes after posting it in Deal
Be able to edit the date of the note so it fits into the timeline of the deal accordingly (image 1) Or even better would be the ability to edit the date by clicking on it (top left) and you're immediately able to edit it in the pop up (like you can with Deal names - image 2)
Moveable email address orders within Person
I have some clients who have multiple email addresses for various reasons. When emailing them within pipedrive, priority is given to the first email address. Should I wish to move an email address to the top you have to duplicate them and then delete the ones further up. Can I suggest a tool where the email addresses can…
Sync with all email addresses of a person (and emails of an organisation as well)
It would help a lot if all email addresses of one person would be synced and not just the first one. And if you add an email field to an organisation ("General Email address" - like an info@pipedrive.com), it should be synced as well (to the organisation of course).
Filtering Filters
I'd like to suggest an option of being able to categorize filters, filters created on Pipedrive. Some I'd like to sit there and never be touched again. Some are dedicated to reporting and some for Automation purposes which ideally they arent edited.
Basic feature request >> Showing attached products in deal filters (list view)
Hi, We are fanatic about attaching products to deals and working with the products module. We also teach our clients to always attach products to their deals and build all our automation around products. However, the deal filters do not display the products attached to the deals. So if a client wants to sort all open deals…
e-Signature: Email CC Non-Signers and Save to Google Drive
Two requests for the new e-signature feature: * Ability to send a CC email to someone that is not signing the document once everyone has signed it * Automatically save the pdf document to Google Drive after it has been e-signed by all parties (just like it does with the other deal related documents created in Pipedrive).

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