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Ability to set a follow-up task from Gmail?
Hello! New to Pipedrive. I can't seem to find a way to log a task FROM Gmail. Ex: I send an e-mail to a CTO and before I hit send, I want to tell it to set a task in Pipedrive for me to follow-up in a couple days. Does anything like this exist? Thanks!
Calendar sync issues - pulls all calendars across and wont remove once synced
Calendar Sync is hugely inconvenient in the way this currently works. Our team were excited in being able to use the "Propose Time" option and was all looking like this could resolve a big issue for us but the way the current calendar function works, it just won't be possible to use it as it pulls across all the calendars…
Payment schedule - maximum number of payments
Hi, our client has long term contracts ( life insurance etc. ) and we need to create payment schedule, but there is a limit of 2 years . So this is very short interval. Is it possible to extend this limit or do you have same advice how to solve this? Thank you Lukas Hala
Snippets
Id love to have the option next to templates to add a couple of smaller pieces of text (snippets) into an email for when I want to mix and match different parts of templates together.
Customise default send times for email scheduling
Hi there - it'd be great if we could set profile or organisation-wide defaults for email scheduling times. The current defaults are too generic - e.g. "Tomorrow Morning" defaults to 09:00 which means emails will be arriving at the same time as a lot of newsletters, calendar notifications, snoozed emails from Gmail and…
Private deal details visible to users that shouldn't see them via workaround
Hello PD team, Our setup is pretty straightforward and common. We have all deals set to owner and follower visibility only. However we have all contacts set to visible company wide, this prevents us from having numerous duplicates of contacts for the same people in the system from various users adding the same person.…
Products Category
Anybody what the purpose of the field Category is in Products? I like the idea of it but when adding a Product to a deal there is no way to filter by Category so you are forced to add the Category name to the Product name. It would be nice if you could filter by Category and then select the Product from the Category.
Updating tags in Mailchimp
I am using a custom field to create tags for all of the customer. What I want is for that information to be updated to the connected Mailchimp service in their tags. Is anyone doing this? Are there other mailing platforms that I can use instead which will allow me this functionality?
Suggest different timeslots for different weeks to clients with ONE link
In the activities, section you have the "suggest timeslots" but there I can only work with a scedule that is the same for every week I want them to book timeslots. Can you make a scedule for example for a month which is different every week? I do want to have "one" link, but I want the link to create for example not every…
The Progress Reports should be able to report on Lead conversion.
If we utilize the the native Leads function, we cannot report on the progress. For example, there's no way to know how many Leads were converted to Deals, who the reps were, how long it took, etc.
Feature Request: I'd like to be able to Smart BCC/add a specific email to a specific organization or
Sometimes the email doesn't originate from the contact * example #1: incoming initial inbound inquiry from a form we have on our website - separate from Pipedrive's webforms * example #2: a colleague has forwarded an email to me where the original sender's contact information is further down in the email so email sync…
Lead Creation - Assigned to Option
It would be great for us to be able to assign an owner for new leads as well as on the deals page. Our Customer Service team field the incoming prospective accounts and assign them to the areas sales person. Currently it will auto assign the person raising the Deal as the owner. I would like to create a workflow automation…
Product Conversion - Insights
Hi Pipedrive, Could you advise on when Insights will give the functionality of reporting on conversion rates vs. products please? Products has been great for us and gives us the ability to streamline the number of pipelines we have, rather than having pipelines based on product. However, in its current form we can get…
Competitors Section
Hi, It would be great to have a competitor research section similar to the contacts section. It would allow us to keep any competition research in one location and link it back to specific leads / deals / prospects / customers. Thank You.
Email: resending emails
A lot of our customers loose emails in the junk mail folder, blocked by the IT administrator as junk or simply overlooked. When I make a follow up call I frequently end up resending the original email. It would be great if there is an efficient way to resend the same email with attachments.
Group Email and Block contacts
* When sending group email, why pipedrive can't trigger once 100 contacts selected? it makes me to count 1 to 100. Simple feature to be added. * How to block / highlight / trigger some contacts as they dont to receive our follow up emails. Please suggest.
📩 Quicker access to mail templates
@Mike van der Valk / @Bernd Auer A quick access to the mail template editing feature would really be helpful don't you agree? Right now, you have to go to: -Mail / new Mail / then select "select template" and then select "manage templates" before you can start editing your mail templates. Couldn't that be integrated…
Pipedrive wird immer langsamer
Hallo zusammen, in den letzten Monaten läuft Pipedrive bei uns immer "unrunder" und mich würde interessieren, ob das bei anderen auch so ist. Es vergeht eigentlich kein einziger Tag mehr, an dem nicht mindestens ein Kollege Probleme hat. Diese äußern sich in langen Ladezeiten und manchmal hängt es sich auch komplett auf.…
Assign Roles to Participants + Automation
We have participants that can perform different roles on different deals. Being able to assign and view a role that they play in this specific deal would be really useful. Updating participants (according to their role) on a deal takes a lot of our time. Being able to set some automation for tasks, texts and emails so that…
Activities: Pop-up Reminders / Priority Setting
Is PD ever going to add the ability to enable a pop-up reminder for an activity? Not reminders via email, but a simple pop-up reminder on my desktop if I want it? Is PD ever going to offer the ability to set the priority for an activity in the activity window: High, Med-High, Med, low
Export Deal - Person Details missing
When i export a deal to an excel it used to include the phone number and email address of the primary person attached to the deal. For some reason this no longer happens and only the name comes through. Can it please be changed back asap? We use the information in other spread sheets to generate documents we use, so our…
Remove Activity Type Defaulting
We have a suggestion that could improve the way that Activities work. We are rolling out some reporting on our Activities by Users, and noticed that many of our Users don't ever change the default Activity type (currently Task) to something they are actually doing (usually a Call or Meeting). There should be a way to make…
Hitting Enter on Lost Popup Submits the form
Currently if you are typing in a lost reason and then hit enter. It does nothing. It would be nice if it submits this form rather than having to mouse over to the button.
Project management: Linking a project to an existing deal
New screen for budgets, great but...
I just entered my Pipedrive and... surprise! The elements in "products" can finally be activated or deactivated, and they have also improved a lot by being able to order them according to the preferences of each moment. It is an important step. All the work of attracting clients is often at stake in the…
Details for Multiple Pipelines
The nature of our business and use case is such that we have multiple pipelines. The detailed information that I would like to collect and reference for each is very different (even for the same contact or organization). We really need a way to have have different custom "details" populate depending on which pipeline a…
Lost Deals Terminology
I've had a couple of clients explain their understanding of a Lost Deal to me when introducing Pipedrive, many feel the term Lost isn't what suits their business. I understand that if you Lose a Deal it doesnt remove itself from the system, you can apply a reason and report on it. However, I wonder if in the future it…
Notes from Org to Deal
There doesn't seem to be a way to duplicate all notes, emails, and activities from an organization when creating a deal. We have our SDRs scheduling meetings for our AEs, but when they set the meeting they create a deal. The AE then has to click back to the organization for all the information for the meeting.
Deals correlated with products report
Hi All, I found that there is no way to see products list in deals list view, I can add number of products only. So I can't analyze convertion rates for deals with specific product or group of products, I don't know which products do I have in pipeline etc. I have to check one by one what is not an option when we have many…
Customize "pipeline" view
Would be great if I could customize the pipeline view - I need to see who the owner of the deal is, without filtering. Would be really beneficial for managers of the tool

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