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Create duplicate goals or reports
It would be great if we could duplicate a report or goal so that we don't have to do everything multiple times. For instance, if i create a monthly goal for a Sales, i need to do this twelve times to create their sales target. I would rather just duplicate it and change the period so that i don't have to change all the…
Adding new deal Dialogue view
It would be nice if default fields such as probability and expected close date could be removed from the add deal dialogue because when a receptionist is creating a new deal it would be nice to only display the bare minimum fields that they need to fill out rather than having to leave some fields blank. If those fields are…
Webforms
Regarding the webforms within Pipedrive itself. Is it possible it be set up in a way were it can capture attachment also?
Insights - need some management options
We are using insights/reports quite extensively. It's getting to the point where they're hardly manageable. For reference, I have >200 reports divided into ~30 dashboards and it's growing. In order not to drown in them the following features would be very welcome: * selecting and deleting multiple reports at once *…
Seeing Deal Age and Rotting Deals in List View
I would like to add a column for deal age and have those sortable by age (not deal created date). Is this out there and I'm not seeing it? It is a great way to visually see how old projects are and helps us to understand the sales cycle. Would also be great if the Rotting Deal process could be customized (colors = green (<…
Can we get a Google Meet integration?
I recently switched from Zoom to Google Meet, for two reasons... * I think Zoom's UX is horrific (and I know many who agree). * As a GSuite customer, it's just neater to use Meet. It's far quicker and smoother for me to set up and join Google Meet sessions overall. Any chance of a Pipedrive integration with Google Meet?…
Do you need the ability to archive old/won/lost deals?
Do you need the ability to archive old/won/lost deals?
Refresh button.
It would be great with an update button for the Activities list (& the other lists). Often, I find myself sorting on Due date two times just so I get the right ones on top after I have worked a while in the list, and I don't want to reload the whole browser.
Upload multiple photos
My salespeople have not been uploading photos on deals because they have them on their phone and it's too tedious to upload them one at a time. When is batch uploading going to be added? (Please like/comment if this is important to you too)
Web Page Tracking
It would be helpful for us to be able to track web page traffic within Pipedrive. We would like to be able to know how far specific users got within our courses, for example. It would be nice to be able to evaluate the effectiveness and completion rates per industry and other identifiers stored on our contact pages.
How to set up UTM link feature for automated emails?
Hi Pipedrive team/community I was exploring options on how to send automated emails using a template triggered with some action that would have some deal parameters pushed as a part of UTM in the link? Using this it could be registered in external form using a hidden field and it would reduce the strain of person filling…
Products net Price
Hi, i wondering that it's only possible to at price only included sales tax. Is there a possibility to ad products net price?
DETAILED COMMISSION DASHBOARD
Hi Friends, Can anyone name few portal or app which comply with the followings? * Integrated with Pipedrive * Integrated with Xero * It can support different commission level (range 1 - 100K, 5% AND range 100,001and above 10%) * Simple and nice dashboard You can email me at hosseinm@energybuster.com.au. Thank you, Hossein
Native Integration with Salesloft
We have recently signed up to Salesloft as our preferred enablement software. The third party connector we were going to use to connect Pipedrive (PieSynch) has been bought by HubSpot and therefore no longer integrates Pipedrive to Salesloft. The only other options out there are custom API's which cost a fortune. I would…
Coming back after some time to give feedback about group emailing
I am coming back to raise awareness about not-so-great user experience of product feature group emailing. Issues to consider put into product backlog or some small product sprint :) * you cannot send more than 100 emails at once - the issue is, clicking those mails and then remembering where you ended (you can do…
export Deals with all attached Products
Is there any current or planned way to export all products associated with deals? My company has a work around that barely works using JavaScript, API, and Google Sheets. We are utilizing Coupler.io for most of our automated exports, but by what I have seen, the "Deals with Products" situation is unresolved and growing.…
Gmail connected with pipedrive --> Last activity date
Hi Community, We connected gmail with Pipedrive, probably like many others. For now synchronised emails are not seen as an activity done. Where it would be great if they do because then it would be tracked in the "last activity date" filter. We use it a lot in the organisation overview to see what needs te be done. For…
Activities without due dates
Hi, Does anyone know if it is possible to create an activity without a due date? There are times when the trigger for an action is not the date, or it doesn't matter when it gets done. I can't find a way to create an activity without having to specify a due date. Thanks Adrian
Job title in organisation view
On an organisation page, under 'people' on the left hand side, could I suggest the feature of displaying a contacts Job Title next to their name so that you do not have to click on 'view all' each time? For us this is something that we really require. Thanks
Leads: visible in contacts?
Ok, I found out how to copy a contact to the leads section? There you can label them differently and so on. That works well. What I cannot figure out, is how I can see in my contacts page whether a contact is a lead. If this is not possible, you have to keep clicking back and forth to check what the status of a contact is…
Filtering and Sorting Pipeline view
I would find the ability to filter and sort the Pipeline view extremely helpful. In other words, would like the filtering and sorting ability for the List view to be enabled for the Pipeline view. I suspect I am not the only one that would love such features...
Different Types of Custom Fields
I'd like to have different types of custom fields in addition to text, numeric and date. I'd like to see radio buttons and drop-down menus added to custom field types.
Feature request: ability to group Leads
Hello Pipedrive team! I am new to Pipedrive and currently setting everything up (importing data, setting up email templates, etc.). I understand that the "Leads" section is brand new is still in beta, and I'm really looking forward to that feature growing. One suggestion I have for "Leads" is to have the ability to create…
Sales Process: Linking Email 'Threads' to Deals - Pipedrive as a source of truth for email/Customer
Emails in Pipedrive is quite the hassle for us. * Smart Bcc / Automatic Linking Does not work if you have more than one deal for a Person - which we always do... * Using Email directly in Pipedrive is really lacking - We cannot expect our salespeople and other users to shift away from Gmail or Outlook. This presents a…
PLEASE - Detect conflicts with other calendars in Scheduler to prevent double bookings!
Pipedrive's Scheduler makes a horrible assumption that a user only has one and only one calendar. Believe it of not, I actually have a personal calendar for - you guessed it - personal events. Yet the pipedrive scheduler has no facility to check my personal calendar for conflicts before displaying my availability and…
Update on Tags
Just wondering if there is an update on adding a tag feature to Pipedrive? Currently considering shifting from an old CRM service here, but the lack of tags is somewhat startling. I have read other posts and know about the multi choice option, but as many users before me have said, it is a work around and not a realy…
LeadBooster chat tracking with GTM or GA
Hey, Is it possible to track LeadBooster chat interactions with Google Tag Manager or Google Analytics? Thanks in advance!
PD Forms & Google Analytics? GTM?
I have a PD form and chatbot embedded on my website, that once sent, generates a new deal in my pipeline. How do i track this in Google Analytics or Google Tag Manager?? Surely this feature is possible?? How on earth is everyone tracking ROI on Ad Spend???
Can we add GTM code to iFRAME Url for our pipedrive forms so we can use Google tracking?
Hi there - we want to implement tracking through an iFrame using Google Tag Manager. How do we add a GTM code to the iFrame URL? Thanks Katie #GTM #GoogleTagManager
Field mapping for Xero Integration
It would be great if you could build out the Xero integration some more. Creating contacts in Xero, from Pipedrive, is ok but very minimal - we would use this a lot more if we could map Person name, Account number, Phone, Address and some other custom fields, to populate in the Xero Contact. As it is now, every contact we…

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