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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
Remove completed tasks from calendar
I organize my workflow by creating a tasks (e.g call Brian) with a specific date and time. I mark it as completed which is a very lovely feature. However, if I complete that task early it will still show up in my calendar and "blocks" that time slot. I don't want to delete it since I need the history. Any ideas?
Show leads inbox on mobile app
I wish we could view/edit/add leads on the mobile app - it would make much sense for people on the go.
Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC
Would it be possible to integrate Stripe to accept credit cards and begin billing from the final Request Signature page? How is everyone accepting payments after the client signs a proposal? I'm currently using betterproposals.io but I feel like this would be a great feature to have in Pipedrive to reduce buying friction.
Filtering in list view
Hi there!! It would be great if one could filter on the different columns in the list view (CTRL+shift+L ). Many thanks, Guro
We should be able to add people to receive a copy of the contract
Hi there, Smart Docs is a good alternative to Docu Sign but still needs some improvements. For example, most of the companies' legal teams want to receive a copy of the contract before they sign or after both sides sign it. It's too easy to do through Docu Sign. You can just add their email addresses as "Receives a copy".…
Filtering
Hi, Would it be possible for Pipedrive developers to work on filtering options in organization list view? It would be nice to have same quick filtering possibility like you would have in excel - a small arrow and a possibility to quickly check/uncheck specific values. Now it´s a bit of a hustle as you have to create and…
Setting an alternate reply to address for emails sent from Pipedrive
Use case is: * customer receives an email created in Pipedrive and sent with Gmail synch * the 'reply to' address is set to a different address than the email sender address (the address that is synched with Pipedrive) * this will enable all replies to be sent to one address that is delivered direct to a Sales Team in…
Exporting customer lifetime value
Hi there, I've love to be able to create a filter showing the lifetime value of contacts/organisations. What I'd like to do is show this value (highlighted) in a list view and be able to export to Excel. However, when I try and add it as a column, I can pull 'Won Deals' which is a count of the total deals that are won, but…
Synchronize recurring calendar events and block them in the activity list / scheduler!
Right now if you have a recurring calendar event it will only block the first event but not the following recurring events which leads to overbooking existing meetings with the pipedrive scheduler and also missing activities as the recurring events do not show up anymore in the activity list. Please add this feature!
Add User export to CSV
We need a functionality to export the user information that you find in "Manage Users" to a CSV file

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