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Identify and hide duplicate emails in deals
I've recently noticed that there are instances where the same email is being duplicated several times in a single deal. This is either due to different team members linking the same email, or my own account tagging the deal in multiple ways (i.e. via smart bcc, email sync etc.). Is it not possible to identify where these…
Deals of related organizations
Is there a way to see deal activity of daughter organisations aggregated with the parent and other daughters?
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…
I suggest the possibility to add multiple tags in deals and contacts.
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. :)
Translation Mistake: Workflow Automation Condition for Text Field
Greetings, This is a follow-up on my previous report about Workflow Automation. There has been some updates on workflow automation, and we still have awkward translations. This is what we see in English version when we're working with a custom field with text type. This is Korean version of the same page. Out of the above…
Translation Mistake: Present Tense and Past Tense in Workflow Automation Condition
Greetings, I'm reporting a Korean translation issue in Workflow Automation. This is what I see when I tried to make an workflow automation that a deal is updated from one stage to another. You can see that the Deal stage field can have these conditions: * is * is not * is empty * is not empty * was * was not * was empty *…
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.
Nordic alpabets does not sort correctly.
When using the letter Ä, it will be sorted as A (in the alphabetical order) while it should be at the end, same goes with O and Ö, also the upper and lower cases affect the sorting also.
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?
Project workflow translation in Korean
Hey team. It seems like Project in workflow automation has a translation issue. Here I attached screenshot below. As you can see, we don't know what data field is in Korean. Hope that will be fixed soon!
Inconsistent translation of rotting deals in Korean version
Greetings, I'm reporting another Korean translation error for the deal rotting feature. This is what you see in Korean version when you try to edit Pipeline stages. * In each pipeline, deal rotting is translated as "지체遲滯" * In a tooltip, however, deal rotting is translated as "정체停滯". Such an inconsistent translation may…
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.
[CLOSED] Project Templates - looking for testers
UPDATE: This research has been completed, no more calls are being booked. Hello, Pipedrive community! We are working on improving Templates for the Projects Beta, and we are looking for a few participants to test one of our solutions during a call and to provide some feedback. Who are we looking for: * You have the…
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…
Translation Error : Title in Lead / Deal page
Hey team, Last time I found out that some translation error about word 'title' in Lead & Deal page. History : https://community.pipedrive.com/post/wrong-translation-in-korean-workflow-automation-data-import-62a7f130d79a1c3a79415a09 In workflow automation everything is fine, but in data import / deal & lead view has still…
Merged: Using dates to trigger Workflow automations
This discussion has been merged.

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