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Inbound Sync Only
I'm looking to sync my calendar one-way—events on my calendar should appear inside of Pipedrive—but nothing from Pipedrive should go back to my calendar at all. The reason is only part of my job is sales, and I'd like to track activities that are sales related, but not ones that activities, but if I delete an event in…
Feature request: Tree-like Workflow Automation
I really like to see the following feature: tree-like WA. EG: Trigger: New deal created. [condition] if [new deal = stage A: do B, C and D. if [new deal = stage W: do X, Y and Z. In this case, it would save time and effort of re-creating the automation for the W stage. For me personally, it would be a massive time-saver,…
Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Ticket
Does Pipedrive have any plans to create a ticketing system for customer support? Like Hubspot Tickets. We would find it very useful. Would anyone else? If it is not on the agenda - what is the best service ticketing software to connect pipedrive with?
I want to add live chat transcript on my Pipedrive
Hi, there! I want to integrate live chat into my Pipedrive. I want to get a live chat transcript on Pipedrive. I also trying to create a new custom field for the live chat transcript But I can't configure it. I can't show here live chat transcript field. Can anyone help me, please?
Request for a new view in Deals: "Clients by stage."
OBJECTIVE: We need a List/Gantt-view which displays clients and stages simply and nicely. A new VIEW would be really helpfull: * List all active clients in pipe, as in Gantt chart * Mark stage a client is in. * Display open activities in this state RESULT: The View will display a LIST of all Clients/Leads/Deals in this…
Color
feedback Hi Pipedrive team! We are using Pipedrive for sales and service. I'm using the Pipedrive in the List View (attached photo). It is great that I can arrange the List View and follow the most important informations. In the service most important thing for us is the age of each deal and the actual stage. As you can…
Need help with Embedding in email templates
How can you embed videos in email templates? When I try, the code shows up but not the video itself. Can anyone help answer this ?
Auto-scheduling activities pegged to a launch date. Is there a workaround?
We really want to be able to automate the scheduling of a series of activites. It seems that the workflow automation feature currently doesn't allow the due date to be set as '5 days before *date*'. Has anybody found a way to create the same result? If you could also use this feature then please comment. User story; As an…
Sales Sequences
We have some 90 day sales sequences we want to bring over from Outreach.io. Pipedrive only has the sales sequences work up to 7 days before it starts lumping activities in to weeks or months for followup. We would like a more granular approch with down to singluar days for follow ups to take place. See example below for…
Add 'Bulk' Winning / Losing Deals
From time to time we can get a trifle tardy. Deals that have been won can accumulate and, short of import/export data manipulation, there does not seem to be a way to bulk 'win' (or lose) deals. In list view I can use a filter to select deals and perform some bulk edit functions on deals. ... eg; 'Send Group Mail' ,…
Filtering files in deal history without jpgs from the email signature
There are not many things our customers do complain about. But this feature could be improved :-) If you upload a file like a signed contract (in this case the orange circle) and need it 5 months and thousands of emails later you would expect to find it immediately by clicking on "files" in the red circle. But images from…
Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
Curious if anyone else would like to see the new "Documents" feature able to upload PDF documents?
Time based workflows
It would be really helpful to have time based triggers in the workflows. I would like to set a workflow that sends an email when I move a deal to a new stage and then send additional emails at set times; 5 days after 1st email, 10 days after, etc.
Allow No Date Activities
Allow for creating activities without a specific due date to accommodate the ability of having non time sensitive to-do items in the activities list. Currently if no date value is used it will default to todays date.
Calendar
I am in the construction industry so we do multiple site visits in a day and I have different sales people and crews, we book from 6-8 weeks out. We use google calendar right now but I and my team do not care for it. Any suggestions on a calendar would be appreciated.
Accepted Deals Reports
Is there a way to report on the value of accepted estimates for the month? I have the problem of not knowing the value of accepted estimates, I have a report of the won deals but that is not until the deal has been paid in full. Any suggestions?
Delay/Schedule send email - Not Marketing emails
Hi, I'd like to see the ability to delay send or schedule send of emails. I work at all hours of the day/night and sometime weekends. It would be nice to delay the send of the email to ensure I do not get iterrupted by a reply or to have the email delivered at a reasonable hour for the customer. I saw this is a feature…
Show deal pipeline in search results
We work with festivals around the world and sometimes there will be multiple with the same name - in different countries, run by different organisations. It can be confusing with the current search bar to quickly know which deal we are looking at, as it does not show which pipeline the deal is in. See example of elements…
Call Logging/Call History
It's only possible to log the last call I've sent/received. This is an issue for me because I will frequently have back to back calls, upwards of 5 calls in 10-20 minutes. I do not have time in between the calls to go into my notifications and hit the log button. I am suggesting adding in a call history section that will…
Smart Docs insufficient use of Product Table
Today you can use Product Variants and Durations if you use Products. This is a good solution instead of making several products that are almost equals. The pity is that when you use Smart Docs and try to add Product Table as variable you don't get any information of the Variants and Durations, just a price that is…
Account Owner change
It would be great that when you change account owner that it automatically changes all the contacts on that account to the new owner instead of having to do this manually each at a time.
Multiple locations to one organisation
Is there a way to assign multiple locations to an organization? In this specific case, our contact person addresses are to be output via a filter for a Christmas mailing, for example. So far so good & simple. However, different contact persons of some companies are located at different locations. Does anyone have an idea…
Tweaking chatbot behaviour
There are a couple of tweaks I'd like to see if I can implement with chatbot - has anyone managed to acheive these? * Speed up the "typing" (any message from chatbot longer than a few words seems to take too long to turn up) * Show the restart conversation option to visitors all the time, not just at the end of a playbook…
Smart Docs ... unable to offer different alternatives???
Hello, We are currently using PandaDocs as an integration for our proposals, contracts, etc ... SmartDocs seems to want to do the same thing, which is very interesting! BUT ... we often offer different alternatives in the same proposal (Plan A, Plan B, etc...) with PandaDocs all we have to do is add all of the products in…
Note-taking process in Pipedrive app makes no sense
Hello, I use the PD app to make calls while on the go. DURING my calls, I take notes. If the call lasts 20mn, and the person I talk to tells me figures, names, dates, etc. I want to write them down immediately. However, the Pipedrive app prompts me for notes for the call I'm on only AFTER I've hung up. I end up taking…
Create a Tag or use several labels per contact
Idea: Create a Tag or use several labels per contact to create a history of events/email campaign/Linkedin message and facilitate my targeting and nursering This allows you to search in the contacts according to tags or labels with "and" "or" filters
Report of Deal Products?
Hi We would need to separate our Deal values in, mostly, fixed retainers and sales commissions. I'm trying to implement Deal Products to handle this, see print screen. BUT, are there any ways to view/export this data? Eg, i would like to see all our Deals' commission value (not only the total Deal value). My preferred…
Smart Doc (Google Slides?)
Hi Pipedrivers, SmartDoc is definitely a game-changer for Pipedrive business and Pipedrivers! Our request : * Can we include Google Slides in Smart Doc? Potentially equivalent to Google Slides. * Can we include Google Forms in Smart Doc? Potentially equivalent to 'Site inspection software' such as iAuditor. Feel free to…
How to run reports on Contacts Module.
Hello Team- Hope you are safe and well. We are using the contacts module to track the leads who register for our free trial . We then enrich the contact with lead source and medium. I'm looking to run reports (insights) on contacts module by sources/medium but unable to find filters which allows us to do that. Any…
Feature request: Pop out reply like Gmail
Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive Having this would reduce the amount of manual scrolling up and down to check what was previously said when responding to emails in Pipedrive

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