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Email compose window is way too small
In almost every spot in the pipedrive app where you can create an email, the compose area is just way too small. In the main New Email view, factoring in an email signature, the total height of the compose space is 200px, while there's over 400px space below the form field – why?! On this page, the email compose window…
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Expand All and Collapse All on Plan view in Projects - for Phases and Groups views
Please add Expand All and Collapse All on the Plan view in Projects. Reason: When on the Phases view on the Plan tab, we have 8 different phases and our users only want to, typically, look at the one (i.e. the current) phase at a time, to reduce mental clutter. Currently it's time-consuming / annoying to have to manually…
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Add 'Add note to project' to Note actions in Automations
Currently the only 'Add note to…' options as Actions in Automations are: Please add 'Add note to project' to this list of available note actions.
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Add Projects fields to available Date Triggers in Automations
Currently these are the only types of Date fields that are available as automation triggers: Please add Projects to this.
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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…
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Zoom Phone Dialer
Can Pipedrive please develop an integration with zoom phone as a dialer option? It is the fastest growing business dialer software currently and I'm astonished that every other CRM has a native integration besides Pipedrive. If this isn't a priority for Pipedrive then we will have to start CRM shopping.
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Pipedrive click-to-call integration with automatic call logging with Google Voice
Hey folks- Looking to solve a discussion that was closed with no resolution: Use case: I want to call directly from a deal in PD using Google Voice, and have that call logged automatically in Pipedrive. Happy to entertain 3rd-party plugins at this point. Any success stories out there?
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Put Notes, Activities and Emails in true Chronological order
I've noticed for some time in a Contact, Deal or Account History, Pipedrive lists a Note or Activity at the bottom of a day's chronological order, which is not accurate when there are also emails listed. Note in the attached example, I've had an email exchange, and then added an Activity to the Timeline to indicate I've…
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Add a "Lock Timezone" feature to Scheduler
I just learned about Scheduler through a Pipedrive Webinar with Bruna and I would love to make the switch from Calendly. There is one problem I am facing - locking a timezone. Calendly gives me the option to lock a timezone so that both myself and my clients see the same time. It honestly eliminates confusion, because…
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Enable Saving Individual Contacts via vCard Files
Currently, Pipedrive allows you to sync your contacts to your mobile device in two ways: Sync all contacts. Sync none of them. However, there is no option to save contact details individually, which could be very helpful for users. A simple and universal solution could be to enable saving individual contacts via a vCard…
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Import data: multiple choice fields
My request for change „ There should be a choice: import with multiple choice fields => add or overwrite“. Actually it is always an overwrite.
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Ability to export a Project
In the same way that a Deal can be exported... …...we would like an Export option on a Project. To .xlsx would be okay, but preferably to a well formatted PDF, so we can store it on the file in SharePoint: Thanks!
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Bug using iPad to browse the Pipedrive website and add new deals
I’ve found a bug in the pipedrive website app when used on an iPad. I can’t find any way to report it to the developers. Does anyone know how to do this? In case it’s done via this forum, the bug is: When creating a deal, you enter the name of the person and select “add this contact” in the pop-up as normal. You then add…
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UTM Tags / Tracking For Campaigns
This is something that Pipedrive is really missing out on as Campaigns grows. I migrated from Mailchimp to Pipedrive Campaigns so everything was in one system. I'd really like Campaigns to have settings for UTM tags so I can track any links clicked inside the email. Currently I have to append every single link in my email…
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Monthly Calendar View
Is there a way to allow users to see an entire month at one time? While I appreciate the desire to focus tasks and activities on a weekly basis, not providing users the capability to see further out on our calendars keeps us limited on planning and flow. Thanks!
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Microsoft Forms integration for sending out surveys out of Pipedrive
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
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Audit trail inside each Task in Pipedrive Projects
Our team wants to see who marked a task as done in a project, and the date and time that was done. They want to see the 'audit trail' / changelog inside each task in a Project (aka Plan, in Pipedrive Projects terminology). On each of the projects we want to manage using Pipedrive Projects, we have 5 people collaborating.…
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Freeze Rows & Columns
It would be very useful to have the ability to freeze rows and columns in the Pipedrive contact list just like in your average spreadsheet software like, Google Sheets or Excel. It would make it way easier to navigate the contact list when much data is visible.
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Goal Reporting Split by Individual
Currently, when creating Goal reporting in Insights, we are unable to split up the data by multiple individuals, which seems like a simple & standard report type. I propose that we gain the ability to include multiple individuals in our Goal's reporting, distinct from the "Team" assignee option in that the X-Axis would…
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Emails should automatically be counted as activities
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.
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Automations Scheduled by Date
We need the functionality to schedule an Automation by date. Such as: Send email on the 3rd day of the month Create a lead on the 1st of the month On the last day of the month, send a Report or Dashboard link to an email address We could put this to use in this related post: Insight Report & Dashboard Auto-Send — Pipedrive…
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Let us set the default type of Email and Phone in a person record
When adding a new person record, it shows different types for email and phone: Can we please get a setting that let's us change the default type for these options to Home instead of Work? Or, let us change the options order?
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Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
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[Feature request] Additional fields in Email templates and Workflow automation Send email action
Hello, it would be great to have a few additional fields for inserting in email templates. For the start: * The ID of the Deal - could be for example used in the subject line of an e-mail; * The URL (link) to the deal - so it can be inserted as a link. There are already a lot more (than in Email templates) fields available…
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MAIL > SORT/VIEW & CONVERSATION THREADING
Hi, Your email client has a particular way of sorting messages in the inbox. When you have replied to something, it then places that reply at the top of the inbox. This may be confusing for others, it certainly is for me. It would be useful if the sorting was user controllable. For example, when I reply to an email in my…
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Smart Docs - Ability to send multiple documents
It would be great if multiple documents could be sent via one email from Smart Docs. This functionality exists in tools like Docusign but cannot be accessed by that integration.
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Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
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Inviting Guests as mandatory or optional
I love the invite guests feature, but it would be great to add the ability of who is mandatory and who is optional as guests - I know this can be updated in external calendars, but in the activity itself would be ideal
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Need bulk edit activities capability in activity list view!
I do the majority of my work/task management using Pipedrive's activity list view, which is very helpful. A huge pain-point is that I have no way to bulk add or bulk edit activities to my leads & deals from the activity list view. Given that the bulk edit feature on the deals list page is specific to "activities," it blows…
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Prospector Needs to be Integrated in Contacts
Currently the Prospector tool does not fully integrate into Contacts. This is a massive oversight considering all the external prospecting tools (surfe/cognism/appolo) already do. We need PipeDrive Prospector to fully integrate to allow us to: Add new contacts into Pipedrive contacts and sync all their data. Fully sync…