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AI Tools Comparison for Enhancing Pipedrive
🤖 AI Tools Comparison for Enhancing Pipedrive If you’re looking to boost your Pipedrive reports and dashboards with Artificial Intelligence, here’s a comparison of three key tools: Pipedrive Smart AI, Gong.io, and ChatGPT + Zapier. 📊👇 🔍 Quick Comparison Tool Pros Cons Cost 💰 Pipedrive Smart AI Native integration with…
formulas on formulas
my company has to calculate the quote with more than 1 formula. Now is it not possible to calculate with a number that was already calculated earlier. This means no formula can be done on a number what comes out of a formula. This is easy stuff what Excel does have. Can you create this?
Field groups in Products
This discussion was created from comments split from: New: Grouping of Fields 🗂️ .
Organizing Filters / Filter Management
A specific organization system for filters will be very helpful. Our team uses many different filters to view and manage our pipelines and deals. Being able to sort the list of filters, or move filters up and down the list view would be ideal. Filter folders for further organization could be good too. The existing favorite…
Handle shared inboxes in Sales Inbox - Make labels shared
We dearly want to ditch Zendesk and use Sales Inbox, but then realised it's not really a shared inbox experience because: Labels are not shared between users - if I label an email for DESIGN, the design team does not see that label in their inbox using the same email address. If I archive/delete an email in Sales Inbox, it…
Support for HTML email signatures
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
[Feature Request] business card scanning in iOS app
Further to Pedro M.'s suggestion, requesting business card scanning is added to the iOS app, just as it is currently available for Android per Introducing Pipedrive’s Business Card Scanner for Android | Pipedrive
Feature request: Selection of multiple persons/orgs in one field
In the current setup, there is room for one person and one organization as the "default" connection on a project. In a similar vein, there is only the option (in any field) to link ONE person or organization per field. I'd like to see a feature that allows us to select multiple people or organizations under one field. This…
Linking multiple Organizations to a Deal
Hej, we are operating a 2-sided matchmaking business model and would require linking 2 different organizations to 1 deal. There could be a primary and a secondary organization. However, making this possible in anyway would be a great booster to businesses that operate a multi-sided platform. Thanks for your feedback!…
Integration for Pipedrive activities with Microsoft To Do
Hi, Would it be possible to add the integration of selected Pipedrive activities with Microsoft To Do? Right now activities can be only synchronised with calendar, which is far from optimal as the nature of events in calendar and activities like tasks, calls, etc. differ vastly. Many thanks!
Restore the legacy dynamics for replying to Notes
A User shouldn't have to delete @ and press back to gain access to the menu which allows a User to reply to a Note. This appears to be a 'bug' in the last version on both iOS and Android devices.
Feature Request: Synchronize Organization Labels with Linked Contacts
Current Limitation: When an organization's label changes (e.g., from "Prospect" to "Client"), the labels of linked contacts do not automatically update to match. Requested Feature: Implement automatic synchronization between organization custom labels and their linked contacts' labels. Use Case Example: Custom label…
Insights and reporting for Projects
The previous topic has been closed. Can we have an update about Insight and reporting for projects ?
Filtering options on goals reports!
It'd be great to be able to apply filters to goals like you can with other insights reports. Such as if we wanted a forecast with goals but only allowing for deals with a probability above 80%.
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
Feature Idea: User-determined Y-Axis scale cap for Bar Graph Reports
I have a Reports Dashboard that highlights Year-over-Year changes in my company's Inbound Lead Generation data. For each year we've been using Pipedrive, there's a bar graph with 12 bars, showing the monthly totals of inbound leads. We've been using Pipedrive for four years, so that's four bar graphs in this dashboard.…
Live Chat Mobile Notifications + Chat in Mobile
I’m a small business owner, and I recently made the switch from HubSpot Starter to Pipedrive, opting for a yearly subscription along with several add-ons to better serve our customers. One of the key features we rely on is the live chat on our website, as many clients use it for quick questions. While Pipedrive’s…
PROJECT - Right management - 2025 update
hello, Could we have an update on right management for projects ? read only for specific users, … right management is perfect for deals or accounts, but there is nothing related to projects .
Admin should be able to activate automations for their team
I'm new to using PipeDrive Automations. Can someone at PipeDrive PLEASE explain to me, when I as an Admin create an automated workflow that all members of my team must use, why EVERY user has to go in and accept/activate EACH automation??? It isn't their choice whether they want to use it or not… it's our PROCESS that all…
Accurate MRR reporting for Tiered Pricing Business Models
With the dropping of support for Subscription Revenue we are now encouraged to use Revenue forecast based on Product only. Our Business Model is an Annual License Fee for Software that often has a Tiered pricing option whereby the price increases each year for the first 3 years than stabilises on that 3rd year payment. I…
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!
Create Email Activity from Email
We are tracking Activities from our sales team. However, sending an email from Pipedrive does not allow the option of creating an email activity. Nor is it possible to send an email from the Email activity type. This forces our sales team to first create the Email activity, then send the email, then mark as done. Is there…
Activity Quick Note
When calling through a list of organization I often find myself putting the previous call's notes on the upcoming activity's notes section because it's faster. For example, if I have a call scheduled for today, I'll make the call and mark it as done. A new activity window will open automatically and I'll type in the call…
Dynamic links and images in email templates
We have several custom fields that we would like to use for dynamic links and images in email templates. If those features are not planned, are we allowed to at least do custom HTML and code ourselves?
How can I sort or reorder my Product Variations?
I initially posted this as a suggestion, but maybe I'm missing something. Is there really no way of sorting or organizing the Variation list of each Product? I have over 30 variations per product, and since they are sorted by creation date, it's really hard to find them in the "Add product to deal" screen. This is creating…
Import CSV Call records as activities and link with person records?
I have a csv file of phone records. The file does not contain the names of the contacts. I want to import the call records as completed activities and associate (merge) activities with existing contacts. Is this possible, and if so, how?
Product recurring feature is not good for reports or handling subscriptions
Hi Pipedrive, The new recurring product feature feels like a downgrade and operates very clunkily. Subscriptions – When a client updates their subscription (e.g., price or user count changes), the system dynamically adjusts. However, why does it retroactively alter past records as well? Reporting – Revenue is not evenly…
SmartDocs/eSignature : Need Direct Signature Link for Pipedrive SmartDocs without Email Notification
I'm using Pipedrive as my CRM but sending quotes through PandaDoc for a critical reason: PandaDoc gives me a direct signature link I can embed in my own personalized emails. I'd love to use Pipedrive SmartDocs for my quotes with eSignature, but I'm facing two issues: SmartDocs automatically sends signature requests via…
Link in email notification when lead is assigned
Hello, I have a question. When I assign a lead to my colleague, he receives an email message. Is it possible to add a field with a direct link to this lead? Preferably with a button.
Bulk Delete Multiple Filters
I wish we could delete multiple private filters at a time

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