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How to Change Pipedrive Meeting Titles
Hi there! I have noticed Pipedrive Scheduler Meetings always start with "Clients name/Company name - meeting name." Is there a way to change/customize this so that the client's name is not shown in the title?
PD CRM add-on in Gmail
When will the PD CRM add-on in gmail allow an email to be linked to an existing deal? The extension didn't do it (now not supported) and now the Add-on does not. Very frustrating.
Requested feature
I would be very interested in having the ability to have a custom field that's has a value that is calculated from other custom fields. The value of a deal to me is dependent on a few other amounts that I am tracking. Currently, I need to use a calculator to find out the value of the deal. The ability to use simple math on…
Link assignment of Org, Person and Deal
Use case: when re-assigning an organization from one rep to another, we have to * Change the assignment at the Oganization level * Change the assignment at the Contact level - for EVERY CONTACT INDIVIDUALLY * Change the assignment at the Deal level - - for EVERY DEAL INDIVIDUALLY Missing any of these leads to great…
Feature request - for single and multi select fields
See where it says "no matches found" it would be super convenient to add some functionality that enables us to "add new selection" without having to go deep into the preferences and settings. This is also one of many little features that most of your software competitors have had for a long time. I wish there would be more…
Adding field to exporting results
I was interested in adding a filter when exporting Organization data. As certain organizations are linked together, it would be a good idea to be able incorporate the "Related Organizations" field along with the other related information that pertains to an organization.
Insights: Performance graphs longer than 1 year
We are trying to create a performance graph that forecasts expected closes date all the way through December 2023. For some reason they stop being graphed after June 2023. In the deal lists below the graph, however it shows all of the deals even between June-December 2023. Why am I not seeing those deals on the graph as…
Group follow-up emailing in same thread
Hi All, It would be great to have a feature that allowed you to send group follow-up emails in the same thread. :)
Activity Custom Fields
This would be killer. I would love to be able to keep track of additional details for activities. Could think of a lot of good uses for this.
Honoring the Reply-To header in email sync
We have a form on our website which is filled out by our website visitors requesting a price quote. This is our main method of collecting leads. Once the form is filled out, it's emailed to our sales email address which is used with the email sync feature of Pipedrive. We also create a deal in Pipedrive using the API. The…
Not being able to use the ''@'' on the lead module.
Hi Everyone! I wanted to raise an important topic that might be useful for all the pipedrive users that are using the lead modules. The reason i am raising the issue is i am not able to use the ''@'' on the lead session, whilst it's available for the deals. Anyway that we can solve that ? Thank you all !
How does SmartDocs deal with line breaks in variables? Are they altogether ignored?
Hey community, we are starting to use SmartDocs, and using the variable [Produkt Additional Information (product custom)] among others. We want to fill this Variable with a bunch of bullet points. Unfortunately, these line breaks are gobbeld up by the SmartDocs magic - is that true? Does anyone work with line breaks in…
Attaching a file into a form
Hi Pipedrive team, can we consider the ability to attach a file and send it through a Pipedrive form? For instance, a candidate can send us his/her resume through a Pipedrive form on our HR web page Thanks.
Feature request: view product (or product category) in Kanban view deal cards
Hi guys It would be really helpful to be able to choose which info you see in deal cards within kanban view. For instance, we have to include products within deal titles to be able to easily see what the deal is for - in the same way the org appear on the card, it would be great to show the associated product and/or…
Feature request: Insights - view products sold by category
Hi guys - currently you can only set up a report that will show you individual products sold. This is not overly useful to us, as we need a report showing what we've sold by product category - any chance of adding this?
Please add a way to bulk edit Organization's related companies
We would very much benefit from a way to be able to set this so that multiple medical facilities in a given region could be attributed to one welfare area. I grant you this would've been excellent to have carefully planned from the beginning, but with all the bulk editing possible, I feel like this would be a little extra…
Reassigning ownership of PD dashboards
Hi all, it would be great if PD would have an option to reassign ownership of created dashboards. This would be everybody's lives much more easier as it would safe time since no body would need to do the work on recreating those dashboards
Emojis in emails
Would love having an emoji keyboard/easy access when sending emails! Having these included in the toolbar like in gmail would be very handy for us.
Contextual time setting for activities
It's very irritating that I need to enter a start time for each new activity. For example- I have just sent an email from Pipedrive and I want to create an activity to follow up. By default, the best time to make a follow-up will be the same time I sent the email on some other day. Activities are basically 2 types- * A new…
Why is the mail history visible in every mail?
Why cant you collapse the history like in every other mailing software? Conversations end up looking like this and worse, why do you have to show this in very single mail in a conversation? Just collapse it.
Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…
Separation of Internal and External Emails (emails with Customers vs emails with the Team)
I know this would be complicated to implement, but it would be helpful if there were 2 email timelines - the ones with the customer and those with the team internally. Right now we restrict linking emails to deals, to only the ones sent to the customer. This would really help in the approach of giving focus to the…
Attach Existing Lead to Existing Opportunity (including attachments)
Can we have an option to associate an existing Lead with an existing Opportunity (including the associated notes and emails). We often have leads that drive towards a bigger existing opportunity - we can currently only associate the person record as a Participant, and this doesn't bring across their associated…
Need a way for leads to have "No Assignee" when new
When a new lead arrives in we may not be sure which account executive will take it (first person or best person etc.) so we need some to just sit in the lead inbox for anyone to take. Is this planned functionality? Requiring an owner is very limiting.
Improve or create new SMART Contacts/Organization/Deals sorting/filter by Country (or region)
In a perfect world, every Pipedrive user is creating the contacts and fills all PP fields. In the real world, he fills only a few of them, like name, phone, email or even worse - contacts are created automatically by BCC (Name+Email). This created huge problems when your sales lead says: "Hey Roman, list me all customers…
Setting activities for multiple leads
Is there a way to add a single to multiple leads at the same time? I want to set a deadline to contact a number of leads. But I can't figure out how to set the deadline for multiple leads at the same time. I have to go into the leads' individual pages. Anybody?
Ability to configure visibility of goals without having to turn off visibility of all peer data
I to be able to restrict visibility of individuals goals without having to restrict visibility of any of their data
Set a payment schedule
Hello, We are selling industrial equipment and the revenue is paid in different installments after the sale as a % of total sale: Ex: Signature: x % Signature +3 months: x% Signature + 6 months: x% Signature + 7 months: x% ... I don't see such an option for in PD, it could be very useful for more industrial companies…
Configurable buttons to trigger automations
Would be great if there were configurable buttons that can trigger Automations (like send out Offer, update deal stage, and so on) from different places. Also to insert text/templates into notes/activities since a lot is standardized in sales process and now has to be copied/pasted from other docs. So a general…
Create Activites from Organization/People -list
When we have made a selection on what Organizations to work on, we cant create a Activity from that view, we can Export to mailshimp, send mail, even Show on map, but not Create activity. ?? It should be a standard feature according to me and seems easy enough to add.

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