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Onedrive new document title
Hi , if I create new document from the template and set some custom document title than this title is not saved. Document is saved with the default generated title. If I open same document again and rename it, than it works. I am using Firefox 89.0.2 Regards Lukas
SMS Automation Request - Workflow Automation
Hi Pipedrive Dev Team, There is high demand for SMS automation, after a deal progresses. Currently a new activity can be created, however WorkFlow Automation does not allow for the activity notes to be Populated. Use case: Many customers wish for a templated SMS to be sent after a deal progresses in status. EG. a deal with…
Color coding of Activities on calendar based on Activity Type
Please add color to Activity Type setup and then use this color to display activities on the calendar. This is a big problem for us in trying to make the PipeDrive calendar useful. In addition, the activity sync to external calendar needs to pass along this information. Outlook for example uses categories to color code…
Revenue - to be able to create multiple subscriptions per Deal
We are in SaaS and we use Pipedrive to track our conversation with clients. We have been tracking monthly reoccurring revenue with Google Sheets and would want to track Revenue from each Deal. When Pipedrive introduced the new feature of Revenue we were thrilled but quickly found out it does not suit us. The thing is: one…
Expected close date
Is there a way of an alert/reminder being sent to deal followers on the expected close date for an open deal?
Rotting Deals Report
It would be great if there was a feature that allowed reporting on any rotting deals within a pipedrive. I think this visual on a dashboard would be really powerful to a lot of people.
Deactivated User: Keep emails linked to deals & contacts
When a sales representatives leaves our team we would like to deactivate the user account. Currently, all emails of the user linked to contacts, deals and organizations disappear as soon as a user is deactivated. Since there is a lot of valuable information, such as contracts, in the communication of the former team member…
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!
Is there a way to compare the pipeline week over week?
Asking for Advice: I want to be able to see how my pipeline changes, week over week, especially by team. Is that possible, without doing screen shots and saving them away from the app? Is there a report structure that will enable me to track progress over time? @Analytics & Reporting
Can you change the Deal Close Date???
We fell behind on data entry and "closed" several deals after the fact. And then that became the "deal close" date vs. allowing us to edit to the actual day that the deal closed. Can we fix that???
Outlook 365 task list integration
It would be great if 'Tasks' scheduled in Pipedrive could automatically go the the task list in Outlook instead of the calendar.
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…
Using the scheduler 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.
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…
Edit 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…
Upload a file into a Custom Field
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…
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…

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