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Workflow automation for Campaign emails?
Hi @Janis Rozenblats, I hope you are well! I'm looking at using Campaigns for our subscription renewal emails. I've the Pro account and access the Revenue Subscription feature. I'm hoping to do the following automation with Campaigns: when it's 1 month prior to revenue date end > send Campaigns renewal email. Is this…
Add a serch bar in activities view
I would like to see Pipedrive add a search bar to the activities section. I can search emails, in the email section. I think the same feature in activities would be efficient. Would anyone else like to have this feature, or have any input?
Why can't we search any keyword in Activity Notes?
I cannot search anything from the notes I have taken in activities. I have taken lots of notes in several meetings but after a while when I make a search for some keyword in several activities, search doesn't find any result? Why is that? Is there any way to enable it? Thank you..
Lead Booster: Add option to remove the "We're powered by pipedrive" credit
We want to use the Lead Booster chatbot on our website but we don't want to have the "We're powered by pipedrive" as it distracts from the chat and since it's a paid service, we'd appreciate the chat window not to include self-promotion. Please add the option to not show this area.
Pipe view for organizations
It would be great to be able to add the Pipe view to organizations !!! and have the possibility to silo with the item we want ;) Would gladly discuss about it !
Dashboard Sharing / Embed
Hi! We have a financial software and we have created a feature to integrate different sources of information into the app by embedding graphs or dashboards. When embedding Pipedrive's dashboard there's a big header that uses a lot of space. It's like a big add of Pipedrive. It would be great if you remove that header so…
Link products to an organisation
We're about to start working with products in Pipedrive but encountered an issue. Our goal: Document which organisations have which products and be able to filter this easily. Our problem: Assigning products to organisations which they bought previously, sometimes years ago. Solution #1: Go through old deals for each…
Workflow automation logs
We have several automations running, e.g. adding products to deals, updating person/org owners, adding values to custom fields etc, however I can't see which records the workflow automations have run against, there is nothing logged in the Deal/Person/Org records either. Are there any logs where we can view this…
tracking pixel update
Dear Pipedrive Team, when I checked the spamcore of one of my mails I realized the tracking pixel is inserted into the mail without an alternative text attribute as you can see the error message from mail-tester.com Therefore I would be nice to add that empty ' alt="" ' attribute to the img tag of the tracking pixel.…
Syncing emails to deals
Hi there, At our company every employee has synced and linked their email to PipeDrive. However, the emails only sync on the organisational level, but not at the individual deals. As soon as an organisation has two or more deals, the emails are not synced on the deal pages anymore as the system does not know to which deal…
Smarter pin note in deals/organisations
So here is the thing - we have lot of meetings with companies - this creates a lot informations. That brings a lot of great insights. However, notes are piling and diminish in timeline. It would be great to have one smart "pin note" where I could write all insights, notes or keywords with links to specific notes.
An edited note should show when it was last editied, and who last edited it
Currently, there's no indication on a note if the note has been edited and who edited it. The timestamp on the note only shows when the note was created and who originally created it. This can lead to confusion. Instead, the timestamp on a note should show if it was edited, when it was last edited, and who edited it. This…
Desktop notifications for Pipedrive
One thing I'd like to suggest is implementing desktop notifications from Pipedrive. (as far as I'm aware this can't be done but if anyone has a work around, that would be much appreciated) When one of my staff assigns an activity to me, unless I'm in the Pipedrive window, I won't see the notification so it would be great…
Feature Request: Dynamic Custom Fields
Use case for closing a sale and needing a custom field for my sales team. We have a specific requirement on our service and we want our sales team to have to mark Yes or No if they client has those requirements filled before they mark the deal Won. Thanks!
Org Charts
What org chart solutions are some of you using and are you integrating with PD? Ideally there would be an org chart builder under the PD Organization that a user could drag and drop names into. Any talk of this feature being added? Or is there an app in the marketplace I'm overlooking?
How do you check for mis-typed email addresses in leadbooster's web form?
How do you check for mis-typed email addresses in Leadbooster's web form? (before they hit "submit"). We just lost a $100K++ lead because of fat fingers...
Email Recall || Feedback & Suggestions
I'll admit, I'm not perfect and sometimes I screw up my emails before I send them. Don't suppose it's possible to show a little "Undo send" pop up for maybe 5-10 seconds after I click "send" for those of us who aren't the best at doing a double-check? It's a life-saver on Outlook.
Feature Request: More statistics for ChatBot
Greetings, I have many potential clients who are interested in ChatBot, but they complain that ChatBot doesn't provide enough statistics. For example, this is the only stats that we have for each ChatBot. * We don't know how many times people clicked today, this week, or this month. * We only have total counts that visitor…
Measure number of companies touched over a certain period.
It would be a great add-on to have the option to measure number og companies touched (activities) over a certain period. For example - im working with labels for new and existing customers and would like to create a report showing how many new customers my team talked to and how many of existing customers were contacted…
Feature Request: Mailchimp plugin to add tags rather than making a new list
When using the Mailchimp/Pipedrive integration to add search results to an email, Pipedrive lists out the audiences to add the contacts to. Mailchimp recommends using Tags for this instead: Tags might work better than a new audience. With tags you can organize your audience using any information or criteria you want. Would…
API: Deleted deal stages not appearing in stay in pipeline stages from Deals
When a deal stage is deleted it is currently removed from the field stay_in_pipeline_stages. To track deal stage progression you must instead use the deal updates endpoint which is a massive log of events. Furthermore the information corresponding to the deleted deal stage is removed from the stages endpoint. It would be…
PM meets WA
Loving the Project management tool so far and started using it. Hoping will replace my xls files, smart sheet and Asana all in one ! Would be super if one-day specific Workflow automation is triggered with Project management tasks. Also would be nice to create subheadings or subcategories under some activities or a header
Filter for Organization Notes
It would be helpful to place filters with "organization - notes - contains" to avoid creating endless custom fields for reporting/tracking.
Add activites in bulk with date and start time
Hi, I need to import activities in bulk, in the column Activity - Due date I write the date and time like this: 2021-11-19 15:00:00 (That is how the column Activity - Due date shows when I export it and have date and start time) But when mapping the data it will only get the date but not the start time. I've tried every…
Notifications from Activities
In pipeline we can turn on notifications on deals, organizations and people when they are assigned to us, however, there are no notifications for activities that are assigned to us, I think this would be usefu l :)
Tick boxes in list view are too close to the menu bar on the left of the screen
Pretty much every time I start to select a number of people to email from a list, I'll accidentally click on the menu on the left of the screen, which is far too close to the tick boxes. This takes me away from the list and 'unticks' all of the people I have selected (sometimes up to 90+) and means I have to start over…
Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
Changing Sender Email
Hello, I am looking to change the sender email. I am sending many email on behalf of the founder and I need to be able to change the sender email. I don't want the receiver to see ME as the sender, but the FOUNDER as the sender. How can I do this from my login. I don't want to send from Founder's login. Please advise.
Details fields in deals
Hello everyone! It would be very helpful if we could create/have different Details fileds in different pipeline.
Prospector is great search engine but it's really not a bargain
Hello Pipedrivers! First of all I need to say that I love the quality of service that I've been provided with so far. Support is always spot on and system itself is really good HOWEVER there is one thing that might use an improvement. I'm talking about prospector and it's credits. Generally speaking - I get it, business…

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