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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.
Privacy Policy on Webforms (GDPR)
Are there any news about the possibility to add a checkbox in webform to be compliant a GDPR Privacy Policy in EU?
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…
Suggestions: 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…
Make Additional Shortcuts / "Quick Actions" available
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…
Chatbot & Livechat
You guys can't possibly get this wrong. Especially the LiveChat, hundreds of companies are out there and you guys are smart. Here are some of my recommendations on this section because it definitely needs work. * If you are confident in your LiveChat & chatbot you should not be using Intercom, don't expect people to use it…
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 thru 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.
Product reports
It would be nice to have an Insight that displays how many products I've sold and for what price (so I could see how much money I've made by selling apples and bananas this year, etc.)
Pipedrive workflow ? 🚀
Hello Everyone, PipeDrive team ! 👋 I am actually using SmartDoc for my (PO) Purchase Order. We are sending the proposal to our client, if the client accept the proposal. Then we are generating the PO through SmartDoc, very useful ! Actually, I am joining @Konrad Job 's Idea for having a workflow possible in PipeDrive. Once…
Smart Docs - What's planned?
Hi Pipedrivers! I was wondering, what the longterm plan for Smart Docs is - will we be able to set up text fields, or even Spreadsheets, that the customer has to fill out (i.e. like PandaDoc)? Only Text and Pipedrive fields is not enough to build an decent Document in many cases! Thanks in advance. @Inês Batata
Feedback: Can new reports be added at the bottom of the dashboard?
With the current setup, we have to manually drag the report from the top to the right place, thus making it a required activity every time we add a report.
Google Analytics goal trigger for Pipedrive form entries
We have switched our own webforms out for Pipedrive forms. The experience has been great: easy to setup and much less spam now. However, we seem to have lost the ability to register a Google Analytics Goal when someone fills out a form. Does anyone have an approach/solution for this, or would this be a genuine feature…

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