Submitted

Get Notified When One of Your Email Automations Fails
Unless I am mistaken, there doesn't seem to be a way to set up an alert or notification for when an email automation fails. We rely on this email automation sequence to onboard our new clients and it would be helpful if we were notified if any of these emails fails to send!
Related Organizations function in import from file
It would be very useful if there would be a function for adding related organizations when importing data from a file. This could simply be done by connecting them via registration number, or even pipedrive ID, and it would not have to be done manually, one by one, or via API.
Projects: Adding Contacts to tasks
Hey there. We are missing the opportunity to ad contacts to a task in Pipedrive-Projects. The support told me there is no possibility. Do you have the same need? Do anybody have a workaround to solve this issue? Thanks and best regards Stephan
Products: bundles; price options (currency/region); SmartDocs; Discounts.
Hello, friends of Pipedrive Support. I'm here to reiterate a question I asked a while ago and which I haven't been able to confirm if there are any improvements. It's about the "Products" feature. In this request I refer to one client, but it responds to at least 2 clients with the same needs. · On the one hand, the need…
Sidebar Field Type - Other Deals
I am creating a pipeline that needs to link to another deal. It would be a good feature to be able to link other deals on the sidebar here. if I can link users to these fields I think we should be able to link other deals.
Ability to hide fields from details view
There are some fields we use to work out attribution. For instance, name of the campaign referring a customer, name of the source, etc. These details don't matter much to the sales team, but without the option to hide them from the Details view, it is one more annoying thing to look at (think really long numbers when you…
Filter on Payment Schedule
Is it possible to make a filter in Deals/List to only see deels that have a payment schedule?
Campos personalizados en acciones
En todos estos años hemos sentido la necesidad de contar con algunos campos personalizados para las acciones. El uso principal que queremos hacer es un campo donde nos permita marca el resultado de la acción. Por ejemplo: para la acción de "llamada". Muchas veces estas no son respondidas. Entonces se hace necesario marcar…
Easier Contact Date Update
The highlighted box - every time we talk to a contact, this needs to be updated. Many times, it will go without being updated for years even though the person is there. Why? Because it is daunting to flip through to find todays date and it will close out on you if you go to fast. My idea for a solution: please add a Today…
Automatically add Smart Data to contacts
It would be very useful if Pipedrive could automatically add Smart Data to contacts (rather than needing it to be done one by one. The other CRM that we are comparing against (Streak) has this feature. BTW Smart Data is great!
Bulk Change Custom Field Properties
Pipedrive has just launced new features for visibility of custom fields within a Pipeline. However, you currently need to manually change each and everyone to update the settings. This is the same for all the settings on custom fields. Please update to allow for bulk change of custom field properties.
Printing the entire deal instead of just the first page.
Hello - There is no thread I can find in the "Ideas and product feedback" section (a link would have been helpful BTW). When I search printing - I get no results and I honestly don't have time to search through all of the pages - this program is supposed to save us time right? entering "printing" into the search bar only…
ATTACHING FILES TO AN ACTIVITY
Hey Pipedrive! It would be so cool if you could add a feature of attaching files to an activity. Especially an activity where we invite external e-mail addresses to the activity (i.e. a meeting that will appear in Outlook). So we have it attached as an e-mail in the sync with Outlook! Best, Ayumi
Filtering the contacts
It would be great to have the opportunity to filter based on the columns in the contacts view. That way the bulk edit could go much faster.
Unstacking phone numbers in 'Linked people' view
Is there any chance of unstacking the phone numbers when viewing an organisation's staff under the 'Linked people' view. It's really easy to accidentally call the wrong contact if you are using click to dial. Also, if a contact has more than 3 phone numbers, the user experience is terrible having to use the scroll wheel to…
Projects Tool - Feedback and need for development
Hi team Pipedrive, After using the Project add-on here are our team's feedback and need for future development : Project is a great tool that allows us to better implement our solution and work among service. Here are a few development that we deem important for the future of Projects Project - Automation : Add the ability…
Custom fields on Activities
It would be super useful if custom fields could be created at an activity level. We use activities to prompt our sales people to make calls to prospects. Being able to create a custom field against the activity to track the downstream outcome would be a huge help
New filter conditions "is one of" and "contains one of"
Hello, could you please add another criterion "is one of" / "contains one of" next to the conditions "is", "is not", "hes been", "contains", "does not contains", "is empty", "is not empty", with which you can enumerate the elements of the field, which should all trigger a hit in the filter. Especially when building filters…
Email Alias
Dear Pipedrive Team, it would be lovely to be able to send mails from pipedrive with alias adresses. I use mainly gmail but with an alias email adress. Unfortunately when sending from pipedrive, the mails don't exist in my gmail sent box (neither in the inbox). So unfortunately i can't use pipedrive, all my 10 year…
different languages for custom fields
Many international companies have employees who do speak very different languages. In some cases they can not commit to 1 language (like english). It is great that Pipedrive supports 17 different languages, but you should be able to name the custom fields as well according to the language settings of a user.
Feature Suggestion - due dates relative to expected close date
It would be a game changer for our business to have the capability to make due dates relative to the expected close date. We are caterers and we use the expected close date as the event date. We are using Pipedrive from the beginning of the sales process into the prep-for-event process all the way until the event is…
Suggestion: Workflow Automation for Email Opened and/or Replied to
In workflow automation, it would be useful if some scenarios could be added in order to automatically tag or label a contacted person or deal. When a recipient opens an email or replies to an email, an automation could be created to tag or label that person so it is easier for us to see this information easily. For…
Syncing multiple calendars
Hi All, I know this has been covered before but I thought I'd bring it up again in the hopes of it making its way into production some time soon! Pipedrive has the ability to see multiple calendars when choosing a calendar to integrate it's activities/schedules/proposed times etc. The problem being is that it won't SYNC…
Importing "Lead Created" with Back-Dated Information
I have a problem when I tried to import my back-dated lead created into my Pipedrive account as I could not find any of the "Leads created" for mapping (while the deal created had). After checking with support, there's no "Lead created" to be mapped, this mean I could not import my Lead created back-dated into my Pipedrive…
Person/Org Custom Field Filters
I’d like to propose an idea for improving our use of custom fields in Pipedrive. In our company, we have multiple person and organization custom fields, each with specific expectations for the types of entries based on labels or choice-based values. It could be beneficial to implement filters or conditions on these custom…
Rotten Deal Data Field
Our team would like a way to track Rotten Deals. My idea is just a data field that would be set to "rotten", "true", or a date signifying the date the deal went rotten. Benefits of this would be that it would be more easily trackable for automations, allowing you to automate follow-up emails, set reminders for yourself,…
It would be very useful to be able to link emails to organizations. Anyone else agree?
It would be very useful to be able to link emails to organizations. Anyone else agree? Why can we only link emails to deals and people?
Labels on Lead Inbox as part of filters
This discussion was created from comments split from: Using Labels vs a Field .
Prospector Needs to be Integrated in Contacts
Currently the Prospector tool does not fully integrate into Contacts. This is a massive oversight considering all the external prospecting tools (surfe/cognism/appolo) already do. We need PipeDrive Prospector to fully integrate to allow us to: Add new contacts into Pipedrive contacts and sync all their data. Fully sync…
Search templates
Hi guys, As we have a number of templates, it would be great to be able to either show a full page of templates (rather than just 8) and be able to search the templates. Should be relatively easy to implement I would imagine. 😎

Submitted

Discussion List