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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…
Feature request: Turning off tracking for certain email recipients
We send emails to prospects/clients with multiple people in CC (usually their colleagues), but we only want to track the opens/clicks of the person whose email is in the deal. Ideally, I'd love to be able to send an email to Person A (whose email is linked in the deal), with his two colleagues in cc, but only choose to…
Email sync of blacklisted receivers and not blacklisted receivers
You don't want the emails to be synched which are written to your colleagues. Therefore, you can blacklist your domain. So far so good. But if you write an email to a customer AND add a colleague in Cc, the email will not be synched as well. In this case the emails should be synched. And in a perfect world you should have…
Are my projects safe/backed up?
I'm feeling like the current system is workable enough for me to switch over my projects into here and to no longer use excel. If I do this exclusively though, I just need to know my project information is going to be safe! I don't want to run two systems. I just want to work from the one place. I know this is still Beta,…
Transfer Signature to Signed Document (Signature Field)
It would be extremely helpful to have the digital signatures captured during the signing process mapped to and transferred over to the final, signed document for presentation. I know we have the Signature and Audit pages, but forms traditionally have signature lines/fields within the document itself, and losing this…
Replace Smart Docs Pipedrive Logo with Custom Logo
When removing the Pipedrive branding from Smart Docs emails, it would be great to be able to replace this logo with a company-specific uploaded image. This would make for a much more professional looking and personalized experience for recipients. Not asking for all references to Pipedrive be removed, just swap out the…
Create a Workflow Automation Triggered by Email Tracking Status.
I would like to be able to create workflow automations based on the status of the last email sent (if they have opened/clicked on the link/replied to an email). I am part of the workflow automation beta and it is not available to me. Is it doable?
Information on "private" or "shared" on deal level
You should be able to see wether a mail is set on private or shared also on deal/contact/organisation level (as you can see it in our mail inbox). This would help also identifying the really important messages and saves a lot of headaches. Like this (please take note of my artistic design ;-) ):
Required fields when moving deal to new stage
Do anyone else experience getting this pop-up message when they move a deal to a new stage despite the required fields being filled out already? Is this a bug? I get the point of the pop-up when there are required fields you actually must fill out to move to the next stage, and appreciate that you can fill them out then…
Exporting Leads
I would like to export my Leads into an Excel worksheet. By doing that, I would have the ability to send email campaigns and get our information out to leads.
Google calendar tasks/reminders to PD specific activities
Hello, I would like to have the type of activity in Google calendar, match with activities in PD. For instance: When I create a reminder or task in Google calendar, this doesn't register in PD. These Google calendar entries would match well with the Task activity in PD. Thanks :)
SalesDocs Insights
Sales Docs Needs: * Insight Reports on which deals have quotes or proposals within sales docs. A simple yes/no would suffice to start * Insight Reports on conversion rate from proposal to close * API Event for when a sales doc is created * A count of total number of docs per deal, broken into sub-categories of proposals,…
Making it so that you can allow regular users to delete people and organisations
I have had to make most of the team admin's because it is too much of a faff for them to email me to delete something. I had to look through the permissions over and over again because I was so surprised that it wasn't an option. Is this something that you can do or?
Add "Accepted Scheduler Events" to Deals for Workflow Automation
We would like to automate "accepted" scheduler events so they can be utilized by Workflow Automation. Currently, when a scheduler invite is accepted, nothing is logged within the deal, so we are not able to utilize Workflow Automation to do anything specific to the deal...such as move to the next stage. Really weird you…
Need to export results of Web Visitors
The Web Visitors tool needs to have a way to export the results to make it useful for analyzing the data. PipeDrive adding some analytics to the tool would be good in addition. However exporting and being able to analyze to our (anyones) specific needs would be the priority.

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