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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: tracking 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,…
Deal Approval before moving to a specific stage
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 based on deal 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…
Double Entry of Information
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…
Sort tracked sent emails by opened or not opened
Ability to sort sent emails by whether they have been opened or not.
Confirmation before closing "Add lead" form to prevent accidental data loss
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…
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.
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).…
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…
Visibility on filters being used on automations
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 for participants 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?
See turnover belonging to filtered company
@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?
Restart chatbot conversation or go back to a previous option
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…
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.
Goals Dashboard Report
HI All, I noticed that PD will divide an annual #Goal (Target) by 12 (months) which won't work for us as our team's goals change (ie over December and January, they get half targets/goals, when they are new and have just joined, their target slowly grows over the first 4 months), however if I set their goals manually on a…
Check Box when deal phase changed
Hi there, we would love to have a function of a "check box" for tasks, when a deal is moved to another phase. So we can set tasks that will have to be done before moving the deal in a specific phase. For example: Deal 1 -> moved from phase "sales call" to "quote" Then a check box will appear where I have to confirm tasks…
Automatically expand notes
It would be great if there was the option to program/customize additional shortcuts into Pipedrive. For instance on the leads tab, you have to click the lead and then click to expand any notes within the lead. We would love to add a shortcut that will automatically expand all notes when a lead is open. Alternatively, it…
New Default Fields for contacts
Hi @Manuel Oliveira Today i’ve noticed that Pipedrive added new Person Default Fields… (ofcourse after a dozen phone calls from my sales reps asking "why did you do that?" - had to do some explaining there that it wasn't me ;-) ) I know that adding those (and aspecialy as Default) had some deeper meaning, but it would be…
Pipeline Selection changed to Tabs
In pipeline view, I would like to see the pipeline selection pulldown scrubbed and changed to tabs. You can still keep an edit/new button but the ability to have each pipeline as a tab would make switching back and forth between pipelines so much more efficient. There would seem to be ample screen real estate across that…
Link and open tracking directly in emails sent from Gmail
Is it possible to send emails directly from Gmail and enable link and open tracking from there instead of sending emails from Pipedrive with an extension? I know that Hubspot has this feature.

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