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Travel Time assistance for pipedrive scheduling
With external appointments and multichannel appointment setting - Travel time between face to face meetings can be an issue when using the scheduling tool with pipedrive. Although We can select a specific date for the customers to use, A much easier process would be to offer the full week to schedule an appointment but…
Scheduling for teams
Hi the scheduler works lovely and with lead booster bot even better. however - I’m surprised there is still no teams function Within this.. so we have to use calendly which is good but zapier integration for deal creation etc. is teams scheduling coming and is there going to be an embed option rather than us using I frame?…
Bulk Activities on Leads
In the future will be possible to add the same activity (example: "recall net week") to some selected leads with one "bulk" action? Thanks!
Possible to add a column for "Last Activity Subject" in Person, Org or Deal list views?
Title says it all.
Google Calendar Sync
Hi guys, what about an activity get automatically associated with a contact when that has is an event in google calendar or else. At the moment, it just syncs the event, but it's not associated to contacts, deals, or companies. It's something I think, we're supposed to expect from Pipedrive without really having to ask…
Email Sequencing after sending a quotation
I am looking for suggestions on the best integration I should use for email sequencing. Customers reach out to us for quotations, and after we send out our initial emails, I want to put them into an email automation campaign that drips emails from the salesperson's personal email until they reply. I've looked at a couple…
Go directly to pipedrive from activities in calender
Hey everyone, Wouldnt it be great to be able to click on an activity generated in your google (or other synced) agenda from pipedrive and go directly to pipedrive and to the lead or deal in question? just thinking that would be nice ;) , what do you think? Thanks, Darin
Left Navigation: add words instead of / in addition to the icons
I know you can hover to get a description, but it slows down one's work, especially new users. Being able to replace the icons with words (e.g. "Contacts") will help adoption by users in the company. One major reason we selected Pipedrive was its ease of use, so that everyone in the company would use it. Having words…
Calendar invites: ability to accept or decline
ALSO with the calendar invites with Zoom it USED to use the gmail method where I could ACCEPT or DECLINE a meeting and then it would add it to calendar. NOW IT DOES NOT do that. so ALL invitees show pending as there is no way to accept a meeting invite. this is a BIG problem
Automation hook to create follow up task to non-responded email
It would be great if it was possible to create an automation (or use any other feature) such that when I send an email through Pipedrive, if the contact doesn't respond within X days, it will create an open activity that will prompt me to follow up with the non-responsive prospect Or thinking more expansively, a way to…
Campaign Reviews
I understand the importance of campaign reviews but am disappointed to learn I am unable to ask for a review of a draft campaign. I am told by Pipedrive help desk that every time we add users and go to send a campaign this may (or definitely will, I'm not sure) trigger a review of up to 24 hours. I would like to be able to…
add a deal probability in list view
it would be very useful to change a deal probability in list view (it is possible to add or change the "Value" of that same deal) thanks !
Can you add 'Contact' insights
I'd like to be able to create insights around how many new contacts were added to Pipedrive, to help bring our marketing initiatives in sync with Pipedrive. We'd like to move everything over from HubSpot to Pipedrive, but this missing reporting functionality is quite important for us. And while you're at it, having this on…
Custom Field: Attachment
What are thoughts around having a custom field being able to contain an uploaded file? Rather than just having a section in the timeline we can refer to, there would be a dedicated section for a specific document. Could also be useful in various cases, eg for deals to progress through a specific stage the field cannot be…
Automatização apartir de um data
O Pipe poderia criar atividades apartir de uma data incluida em campos especificos. Ex: preciso que seja contato 56 dias partir desta data, então se nesse campo estiver a data 04/08/2022 ele contaria esses 56 dias e daria a data automatica 29/09/2022 na nova atividade. isso automatizaria para o que utilizamos o Pipe, pois…
Adding a checklist within a stage / or sub-pipeline
Hi there, would that be possible to somehow insert a checklist within a stage on a pipeline? Or a creating a sub-pipeline? So we know that once all the things from the list are done, we can move to the next stage. Or even after the steps are done the deal moves automatically to the next stage. For now I created…
Tip for improvement: ToDo Checklist for every Deal stage in pipeline
For som stages of pipeline I need to attach some kind of ToDo Checklist to remember, what need to be done in this stage. ToDo Checklist should be pre-configured as a template for every stage in pipeline configuration. Checklist should be pinned as a note in Deal.
Checklist integration
Hello, I think it would be very helpful to add a checklist feature (with use of templates) alongside the notes/emails/activities/files tabs. Ideally the checklists could be pinned to the top. And checklist templates would make this amazing for me.
Customize Pipeline View with more information
Would LOVE to be able to add photos to a deal, organize manually or by expected close date (or custom field), and display close date (or custom field). I'd really like to be able to glance at my pipeline and see when all the next closings (or custom field) dates are.
Required fields not working using the App
The fields that are setup as REQUIRED, are not working using Pipedrive app. It doesn't make any sense to have required fields if than this functionality is not working
Filter relative time greater values
Currently the relative dates on filters only go back 6 months ago, would like to be able to select 12, 18, and 24 months ago to handle automations for contract expirations. Please consider adding longer relative dates to the drop down.
Add additonal owners to a dashboard
Sometimes the head of sales creates a dashboard with a lot of reports for his sales team. And he shares it with the team. But if he leaves the company and his is deactivated as user, the dashboard is not accessible anymore. So in a perfect world you could add an additional owner to a dashboard (and all used reports).…
Email Tracking: Who opened it?
Would to be able to track who opened email not just when/if it was opened. Either a general tracking option of "track recipient" or show who opened it. Meaning if I go to a email with in a deal and the eye is blue and I click on it to show the times opened also include who opened it at that time the recipient, myself or…
Changelog changes report
Pipedrive is a tool for sales people to keep track of their deals, but also a tool for management to know what is going on. I have the need for a report of what deals had the closing date pushed out of the quarter without having to go to each and open the Changelog and look for a close date change, this is very time…
Some features that would be nice...
Im coming from HubSpot which seems to have limitless posibilities (the more you pay of course), but in context of that, I have some feature requests I wanted to get off my chest... I just got Pipedrive for my company and am running into some limitaitons: * Automations - smart docs triggers and actions * Smart Docs -…
Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and t
Scheduler is a powerful tool. The invitation goes to my client with the Pipedrive Green colors and the Pipedrive logo. I would prefer the option to use the theme my LeadBooster uses. Ideally, my company's logo would be there too, not the Pipedrive logo. The client might delete the item because they don't recognize the…
Logical conditions for mail templates
It would be very nice to have the possibility of logical conditions in mail templates. Something like Hello {{if person2 is not Empty; person1 + " and " + person2; person1}} So different conditions like: * if else // and or * switch * loops * string manipulation * ... MVP would be "if else". Thanks :)
Utilizing another Pipe after a Deal is "Won"
Ok so there are a few posts about this issue, that when a deal is WON although you can bring it up and submit information to it. It canNOT be placed in a working pipe. Say Customer Onbaording. You can create a copy and ReOpen it but then the "Copy" has none of the history of the original deal. I am trying to find a way to…
Workflow Automation Limits the Number of Emails we can Send
Just spoke with someone from PD´s team after we realized that a lot of our automated emails weren’t triggering. The explanation is that there is a rate limit set up now which prevents using the workflow automation to send multiple emails. We’d send from 20-100 at a time when moving deals down the pipeline. In the end, we’d…
Mass convert from leads inbox to a deal pipeline?
A while back I moved a bunch of deal (just people) to the leads inbox. I'd like to mass convert them back from leads inbox to deal. Is there a way to do this? You may be wondering why? Well, I had some automation setup for email drops and while these were not hot leads, at least I was tapping them on occasion…

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