Submitted

New deal button
Hi! I'd love to see a feature in which clicking a newly created deal in the popup button at the bottom of the screen does not automatically open a new tab, but instead opens the new deal from the same tab.
Insights: Inaccurate tracking of stage completion
Scenario: Stages in the pipeline: In discussion --> Demo Booked --> Next steps in progress --> Second meeting booked --> In negotiation --> Not now - later When someone updates a pipeline stage for a deal (DEAL A), from in discussion to not now - later Under insights - when looking at how many Demo's were booked this week,…
Feature Request - Deal Approvals
It would be great if a sales leader could approve a Deal before it either moved to a specific stage or could be marked as Won. That would save us a lot of headaches before we move a sold deal into production.
Pipedrive Automation Reliability
I have multiple automation workflows set up to create the next activity when the previous activity is marked done. Many times the next activity is not created even if it should have. There is no automation log like Zapier to look into why something worked or didn't. Because of this erratic behaviour and the lack of logs to…
Feature request: Undo a recently sent email
I use this feature SO much on Gmail and it would be brilliant to have it in Pipedrive. The moment you press send on an email, it Gmail comes up with this button on the bottom left giving you the option to undo in the 5-30 seconds after pressing send (for example you might see a glaring typo)
Individual Sales Targets For Organisations
It would be very useful if there was an option to add an individual sales target against each organisation. That way we can see our sales performance for each customer and identify whether we are meeting targets.
Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
Did Pipedrive get rid of the / keyboard shortcut for search?
This used to be a shortcut but it's no longer working for me. Checking Pipedrive support documents I don't see any mention of this. Was the shortcut removed?
Double Entry of Information -Frurstrating
Anyone else frustrated with double entry of information from the deal module to the contact module to the organization module? Is there a work around that can be shared? Why in the world would one have to enter the same address 3 different times? HELP..please.
Add custom Activity "done" reasons
It would be extremely valuable if we could have custom Activity "done" reasons, just like we can add and customize Deal "lost" reasons. There is a ton of valuable insight we can gather by understanding why an activity was marked as "done". For example, was a scheduled meeting cancelled, a no-show or successful? Getting a…
Ability to sort sent emails by whether they have been opened or not.
Ability to sort sent emails by whether they have been opened or not.
I'm losing data -- half-filled "Add lead" form closes without confirmation
Hi everyone, I'm adding a new lead, at the same time researching the lead, and filling tons of data about him into the "Add lead" form which includes lots of custom fields. Then I accidentally touch the "Esc" button and the whole form closes without any confirmation, making me lose 10-20 minutes of work. Also, sometimes I…
Translation Mistake in Trial Period Alert
Greetings, I'm reporting a Korean translation mistake in trial period alert. In English version, I don'see any problem. In Korean version, however, we have two issues: * According to the Korean date and time notation, Koreans expect to suffix a day with a unit '일'. But this translation puts a digit 0 in front of this…
Send automation-triggered emails from user that triggered it
It would be far more useful if emails triggered by a shared automation set the sender information to that of the user that triggered that action. For example, I authored a workflow automation to send emails every time an activity was added to a lead, but when any other user added an activity to a lead, the emails always…
Postal Address under Person
I can neither delete this field in Pipedrive nor can I access it in Zapier to write data to this field. As a result, I have to create another Address field which I have to use to write to via Zapier.
Monday.com + Pipedrive integrations
My team uses Monday.com for project management. I'd like to sync a Pipedrive pipeline into Monday using the Pipedrive Integration but it doesn't appear that I can sync a pipeline "stage" to a "status" column in Monday. Anyone else encounter this or something similar? Thoughts on a solution?
Allow additional email recipients from custom fields in workflow automation
I couldn't find this anywhere after a search. Currently, email alerts within workflow automations allow the following recipients to an email, or you can hard-code a specific email address: What Pipedrive doesn't allow you to do is send an email to another user involved in the deal, even though their custom fields allow…
change the color of the form text
Hello! Is it possible to change the color of the form text? Look at the attached image. As you can see the text is not visible ... Thank you
Automated calculations using field-values in email templates?
It would be a great feature to make it possible to create automated calculations using field-values from the deal in the email templates. In this way we can faster and safer send out offers to ours customers - saving time and minimizing risk of errors! :D
Insert products fields in emails with worklow automation.
Hi ! It would be great to have the possibility to insert the products fields attached to an offer into an email generated in a workflow automation. For exemple, when a deal is won, automatically send an email to a businness manager with alle the information of the deal (products, and all other prepared fields associated).…
Subscription interval not flexible enough
We're currently evaluating pipedrive and mapping our workflows to the platform. Our current subscription pricing has either 12 or 36 month contracts. However, I see only a "Yearly" option here: The user needs more control here. Maybe tomorrow we'll also offer a 2-year plan. Can you make the input more flexible, e.g.,…
Extended trial period
14 day trials is really not enough for an organisation who is new to CRM in general and when the first attempt is in sales and partner enablement. So my question is how or can the trial be extended for a more reasonable time say 3 months to allow for the processes to completely follow through. Also on my trail version I…
Higher Visibility on which filters are used in workflow automation
I hope I'm not the only one, but it can be difficult to keep my custom filters list clean. I'm updating my filter titles now so I can see which are "necessary" and which are junk. My suggestion is to add an asterisk* at the end of filters to denote which are referenced in currently active workflow automations as well as a…
Pipedrive Support
I'd like to point out that the support team on Pipedrive are incredible, I feel so secure knowing I am likely to get a reply quicker than stated in the chatbot and the agents I speak to are always listening and on hand with extra questions I forgot to ask. In particular Miguel in Portugal who has been amazing supporting me…
How to filter all people related to deals?
I have not found a way, how to get all participants (filter/export) associated with deals in a specific stage - any ideas?
Filter on company , see turnover belonging to this company's
@Mike van der Valk could you please get back to me on the following. As you can see in the image below i have made a filter field names Oude Klant. Hereby i can filter to see witch costumers belonged to my collegae and are now linked to my name. I can't find the option in PipeDrive to see the turnover that belonged to this…
Pipeline/Stage bulk update in list view
I would suggest to restore a simple but useful feature: in list view bulk updating the pipeline/stage box always start with the first database row of available pipeline, instead it would be nice to show directly the pipeline where most deals are already. It's simply a feature in micro-operations, but if list views are used…
Add a device ?
I am currently using the professional platform. It can only be accessed for 3 devices. Is there a way I can have a 4th device able to access the site without going to the enterprise plan?
Chatbot feature request
I have been using the chatbot tool on our website. It is great, however I do have three features that I think would help tremendously: 1. A button or link to restart the conversation for the web user at any point. There can be problems if the end user decides they don't want to go down this path and are stuck. The only way…
Suggestion: New Data Field of a Button
An option to add a data field of a button where we can insert a link using dynamic fields behind it.

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