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Automations Need better management, troubleshooting and Standard Development Features
The automations are a "decent start" but they leave a lot to be desired … We recently had a problem because Pipedrive changed how the Slack integration works.Instead of being notified about this, we only found it because I was doing some updates and saw that one of our users' automations were failing. When I reached out to…
Pipedrive App Needs Field Groups
We have utilized field groups on all of our records: Deals, Orgs, and Persons. These groups should be reflected in the Pipedrive mobile app, but they are not! This is important because we have a bug in our system where some unnecessary Person fields were added, which we cannot remove or edit. So we have these fields sorted…
Deleting Sent Campaign
Not a new idea. Just reiterating the other comments to have the ability to delete a sent campaign. Would like to clean up my list and delete sent tests. Thanks!
Build dynamic url in email templates
I've seen that this is an old issue/ feature request back to 2021. Is it really true that this hasn't been fixed yet ? I need to create a dynamic url that point to a form, the dynamic fields should have name etc. included. I can create the url in the email template and i looks fine in the email…
Smart Docs - Update Autofilled Values
When you've created a draft proposal from a Smart Docs template from a Deal > subsequently updated fields within the deal > re-opened the draft proposal > there should be an option to update autofilled values
Attach uploaded Files to Email in Pipedrive
If there are files attached to a Person or Deal, I think it should be easy to attach that file to an email without having to "re-upload" it - which is the only way to do it at this time.
Email Sync Needs a Toggle to "Make Linked Emails Shared"
Soon, we will be asking all Users to change their Email Sync settings to make their emails PRIVATE, in order to cut down on clutter, personal, and non-relevant emails showing up for all Users in Pipedrive. When we do this, and then rely on folks to actually link their emails to Deals or People, it is imperative that the…
Conditional fields
It would be great to implement "conditional" fields. For example saying : if I have this field (default or custom) with this value then open a new field to complete or make a field mandatory. ;) Thx
Problems completing the deal value
Does anyone else have this problem? I'm using the "value" field as mandatory and important for advanced stages in the Pipeline. The problem is that so far that field is automatically filled when I create a deal and add the products (which generates the value, ARR, etc.)... that is, I don't enter the deal value manually But…
Related Organisations
Its been a couple of years since the original post was made, is there going to be ANY update to Related Organisations in Pipedrive? Ideally the ability to filter and report on relationships and import organisation relationships - is Pipedrive considering any developments to this? If yes, when and what changes?
Meetings Scheduler in sync with Calendars
I would like to know if I can make the Pipedrive meeting scheduler sync with the Google Calendar so it can take my availability directly from there. I haven't found that option, and I want to make sure my eyes are are not failing me
New leads as goals
Does anyone know how to set "new leads" as a goal? I.e. 5 new tangible leads per week.
Goals in hierarchical breakdown
It's great that I can assign a goal to a specific team. But this only really makes sense if I can do it at a hierarchical level. After all, team goals are listed side by side and together they make up the company goals. In Pipedrive, I have to create a separate goal for each team AND (which is my actual problem) I have to…
Shared inbox / multiple email addresses
There needs to be a feature where a user can have multiple simultaneous email address. These addresses should be able to be selected at the time of sending. The purpose would be to allow a user to have a private corporate email address and a corporate shared address (like Sales@company.com). Then an entire sales team could…
Live Chat on mobile
I don't find that live chat works on the mobile app the way this video says it does... https://support.pipedrive.com/en/article/live-chat Can someone please make sense of this for me because I pay an extra $50/month to use this live chat function but I can't even find it on the mobile app.
"View only / limited / guest" access to Projects
It would be great to have a free "view only or limited" access to Projects We deal with numerous sub-contractors that just need to access the project details/contacts and any documentation for delivery of the project. Sometimes they need to upload some final documents and images to show completion To have to buy a license…
Use "Billing start date" in Smart Docs
When selling licenses, the Billing start date must be included on a proposal and invoice. It would be great to have this options under the product tab in Smart Docs.
Feature to add Activity details/content in Deal overview columns
Hi PD dev team, In recent conversation with your support (Sierra in March and today with Nikolaos) I raised the impact for the (seemingly) simple feature of being able to add Activity (content) to a Deal/Person/Organization report column. At this point in time it's only possible to add activities to do (count) done…
Capturing contact data from mail signatures
Dear PD-Team, while I appreciate the effort you are spending to implement AI features, I see some way more useful AI cases than the ones I am being promoted with. One of them is to extract contact data from incoming mail signatures and automatically updating them on the contact. Phone numbers and addresses could easily be…
Linking Multiple deals into One Overarching Deal
To link multiple deals in to one overarching deal would be great! A deal, where multiple deals fall under and all information is in one place.
Left sidebar with Organization, Person, and Deals tabs; and General Menu.
I think that the left bar of all entities (Organizations, People and Deals), in addition to the General left Menu, should be configurable by an administrator user and not personally. At least, allow the option that regular users cannot change it. In CRM implementation processes that are complex due to the number of users…
Deal Filter needs "12 months ago" Relative date option
See screenshot. The Deal filter needs a 12 months ago Relative date option. This is an option in Insights but not here!
Get Notified When One of Your Email Automations Fails
Unless I am mistaken, there doesn't seem to be a way to set up an alert or notification for when an email automation fails. We rely on this email automation sequence to onboard our new clients and it would be helpful if we were notified if any of these emails fails to send!
Related Organizations function in import from file
It would be very useful if there would be a function for adding related organizations when importing data from a file. This could simply be done by connecting them via registration number, or even pipedrive ID, and it would not have to be done manually, one by one, or via API.
Projects: Adding Contacts to tasks
Hey there. We are missing the opportunity to ad contacts to a task in Pipedrive-Projects. The support told me there is no possibility. Do you have the same need? Do anybody have a workaround to solve this issue? Thanks and best regards Stephan
Products: bundles; price options (currency/region); SmartDocs; Discounts.
Hello, friends of Pipedrive Support. I'm here to reiterate a question I asked a while ago and which I haven't been able to confirm if there are any improvements. It's about the "Products" feature. In this request I refer to one client, but it responds to at least 2 clients with the same needs. · On the one hand, the need…
Sidebar Field Type - Other Deals
I am creating a pipeline that needs to link to another deal. It would be a good feature to be able to link other deals on the sidebar here. if I can link users to these fields I think we should be able to link other deals.
Filter on Payment Schedule
Is it possible to make a filter in Deals/List to only see deels that have a payment schedule?
Ability to hide fields from details view
There are some fields we use to work out attribution. For instance, name of the campaign referring a customer, name of the source, etc. These details don't matter much to the sales team, but without the option to hide them from the Details view, it is one more annoying thing to look at (think really long numbers when you…
Campos personalizados en acciones
En todos estos años hemos sentido la necesidad de contar con algunos campos personalizados para las acciones. El uso principal que queremos hacer es un campo donde nos permita marca el resultado de la acción. Por ejemplo: para la acción de "llamada". Muchas veces estas no son respondidas. Entonces se hace necesario marcar…

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