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Percentage % custom field
Be able to creat a custom field as percentage and not only value as today.
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Insights on Messages/Emails related to deals only
Hi, so I want to evaluate opening & click rates for emails that are sent to deals only and per stage. This would be an important feature to understand the success of the funnel and where to test/improve. Please consider that filter option for the insights asap, as this is key on understanding what you're doing and if it's…
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Sorting "LABELS" in "LEAD" view.
Need help. How can I sort the "label" options in the drop down menu in the leads view? I can sort the actual leads by the "label" column, but when i'm assigning labels to a new lead, the options are listed in the order you've added them, not alphabetically. Help please.
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Change activity done time and date
As part of our reporting structure and KPI's, we have to hit a certain amount of activities per day. If we are out on the road all day, it is sometimes difficult to update all your activities done in that day. We would like a feature where we can adjust the 'marked as done' time / date so we can update our Pipedrive when…
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SmartDocs CC
Needing the ability to CC contacts to receive SmartDocs, alongside the signee. This is really important and would typically be found in most/all e-signing products.
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API Endpoint Dealflow does not deliver all mailMessage objects on the deal
Hello, I have a deal that was converted from a lead 5 days ago. When I open the deal in Pipedrive, I do get to see all the emails that were exchanged when the deal was still a lead. When I ask for the deal flow through the https://api.pipedrive.com/v1/deals/22/flow API endpoint, I don't get those mailMessages. Is this a…
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Test Email Campaigns
It would be a really helpful idea to have a predefined list of Pipedrive users to send test emails to. Having to type in the email addresses each time you send a test is quite annoying. When we used Hubspot you could add in a list of email addresses you regularly send test emails to and then just select from that list each…
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Project Imports & Insight Reporting for Projects
Are there plans to add project imports and add insight reporting for projects any time soon?
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Automations need an additional "Find" action 🙂
For criteria in automations you can use everything from the previous steps With an update deal, you initially only have the deal data, but if you have also edited the organization in an intermediate step, you can also use the org data in the criteria. The only problem is that you really have to edit the organization.…
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Please put the 'does not contain' filter back.
Hi there, I noticed that the 'does not contain' filter option is gone in Pipedrive. That is such a shame, we use it so much in our filtering of the CRM. For example, as in the image below. We'd like to filter out all people in this area, but not the 'data' people. How do I do that without using the 'does not contain'…
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Contact belong to more than one organization
Hi Pipedrive team ~ I am working in the wellness industry where many of our contacts have their own business, and they also belong to another business. We would love to have the feature of being able to add them to two organizations but aren't currently able to do so. I have spoken with your team and the closest thing to…
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Microsoft Forms integration for sending out surveys out of Pipedrive
We are currently facing the situation that we would like to send out customer satisfaction surveys to our clients with a certain delay to ask how things are going and to get their feedback of the sales process. Using campaigns or web forms within does not match our requirements. As we are using the Microsoft suite we…
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Duration-related automations should be able to exceed 90 days
I think you should be able to set it to move than 90 days. I have clients that book every 12 months. I want to send a reminder more than 90 days past their last purchase.
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Pipedrive Plugin for Outlook like Salesforce
It would be helpful to link pipedrive to outlook. When I used salesforce, I could use outlook for my primary emails and when I had a new contact I could link it directly to my CRM or if I had conversation with someone in my CRM that was linked to a deal it would show me in a side window if I had the plugin on. It made…
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Outlook Plug-In
I don't understand this and I know it has been discussed before a few times but most/all comparable CRMs as Freshworks, Zoho, Sugar CRM, Hubspot, etc. have a plug-ins to Outlook and so many companies work with Outlook (and need to work with Outlook sometimes). We worked with Freshsales/Freshworks for quite a while and this…
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Deeper Outlook Integration
To spare your valuable time on reading my thoughts and reasoning, skip to the bold section at the bottom: I'm already very grateful for the outlook integration that exists, and it has helped me to organize tasks and projects. Outlook integration is the reason I use Pipedrive at all, without it I wouldn't be here. The…
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Synching files from Google drive to Projects
As a digital agency, we use projects to manage client work, however, when clients want to send us assets, email has restrictions - so it would be hugely useful if we could set up a folder within Google Drive and send the link to a client to upload their assets and then automatically sync/pull down the assets into their…
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enable instant editing w/ blinking cursor - after click on EDIT button in inline editing
Hi, I am often using inline editing of all deals in an organisation. When clicking on [see all deals] popup menu, I can edit various entries. That's nice. But after clicking on the edit button right hand side in the line item, I have to klick one more time into this field I want to edit. Until then the keyboard…
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Make calendar booking a first class citizen not a hidden feature
Currently the only way I can find a booking link is to create a new email and drop down the insert and then grab a copy link. i hand out booking links frequently, I would like to move away from Calendly to Pipedrive if only it was easy enough to do so.
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Email settings in Automated emails
We use automated emails on every customer experience. And we have teams that work with customers through the process of fulfilling the customer order. PipeDrive is able to create the automated emails we want, but the user's Private/Shared setting in the Email Sync settings is the only place to designate this setting on…
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Ability to disable recurring products at company level
This discussion was created from comments split from: New: Recurring Products Early Beta.
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Search via a URL with query string
I find myself having to search PipeDrive for company names from information in other systems. The Smart Search is great and usually gets me what I need, but I can only seem to be able to do this via the search input box directly in the PipeDrive UI. It would be very helpful to be able to launch a tab to PipeDrive from…
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Campaigns: 3 Major Drawbacks Needing Immediate Dev Attention
Campaigns are great - I love the metrics and the ability to easily see their history in the contact view. However, there are two major drawbacks I would love to see resolved: 1) I am unable to send an old campaign to new and/or specific individuals. The current workaround is to literally send a campaign to myself, then…
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Pin Activity
It would be beneficial to have the ability to pin an Activity as you would a Note in a deal. We use the Activity to note and track the stages of an order, not the note section. It would be helpful to have this specific Activity pinned to the top of the deal for reference after the Activity is completed for easy reference.
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Automatically Changing Deal Stage when telephone number is added to contact
Hello, i wonder if it is possible to change the deal Stage when I add the telephone number to an contact. So far i didn't get it wo work, as i can only change a specific deal, not everyone. In the red circle i can only choose a specific deal but i want the rule to be set to every deal. I'm quite new to Pipedrive so there…
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List all participants to a deal
Currently, each deal has a primary person and bunch of participants. We're trying to generate a list of all participants to a filtered list of deals - the use case is to output a list of names and email addresses that we can load into Hubspot or MixMax to run a campaign. Searching on the Deal page only gives info on the…
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Thank you page after scheduling an appointment
Hi If a prospect schedules an appointment with the scheduler, I want to redirect him to a thank you page on my website. Calendly is doing it perfectly, and I am missing this feature in Pipedrive. Can you please add this redirection possibility? Thank you Dieter
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Web Forms: Drag & Reorder Fields
As the title suggests, I would really, really, really, really, love the ability to click-hold, and drag fields in a web-form to reorder them. Right now, if you're already using a field in the form, but need it to be somewhere else, you have to completely delete the first one and remake the new one in the proper spot. I'm…
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Full Month Calendar View in Activities
Really need this feature.
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Emails should automatically be counted as activities like phone calls
Why are emails not automatically considered activities like phone calls are? When I run filters based on last activity none of my recent emails count as activities. However, my phone calls are. Therefore, I have to go through the extra step of creating an email activity and marking it as done after I send an email.