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Enhancement request: More activity type icons
Hello, can we please have more Activity type icons to choose from? Thank you in advance :-)
Deal ID visible in mobile app and on deal page in browser.
It would be great to have the Deal ID visible in the mobile app and in the desktop (browser) version also somewhere else than only in the url. TIA!
There should be a preview for group emailing before sending
Hi, I have a short feedback while using group emailing feature. It would be nice to have extra step, where you can check the preview of emails before sending them. Especially when you work with insterted custom fields, it can happen, that something can go wrong or some information is not stored correctly. This would be a…
Administer Automations for all
We're small and scrappy, but one of the most important features for a software tool is the ability for one person to be able to administer items for everyone. For processes and any automations of those processes, it shouldn't be required that a sales person, for example, have the experience and understanding of a process…
Keeping follow up email in the same thread (workflow automation with delay)
Hi, I have set up an email sequence with workflow automation, in which an email is sent whenever a deal is created at a certain stage. If the deal is still at this specific stage, I have set a delay function of 2 days. After 2 days a follow-up email will be sent. This process works perfectly fine. However, the 2nd email is…
STOP spamming additional features and plugins and blackfriday deals.
Please start understanding that we are working. We are not here to keep discarding the same message over and over again. We paid for the software now let us work. We get to many popups, pop over, emails with blackfriday and features we can buy or pay extra for. Get with the program of delivering value, not spam me to…
Editable double opt-in message
I would be useful to be able to either edit the double opt-in message or get the link for adding it to normal email. In my case the text (in Finnish) sounds funny and is not suitable for getting the confirmation. Just by editing few words it would be suitable. Currently it does not support the function.
Table/List View sorting feature
Feature Request: For Contacts, and other list view categories, it would be fantastic to be able to filter on screen using the column labels. The filter function is a bit cumbersome and complicated at times. I have to go through many steps just to filter the list for quick view and selection. Being able to filter by each…
Automation for new document creation with new deal stage
Hi, I have been using the documents function in PD to have document templates that I can create with PD data inserted. Is it possible though to automatically create one of the documents when a deal goes to a particular stage. I looked at the automations options, but it doesn't seem to include the option for an action of…
Adding more phone numbers in leads
Can you please have in the leads area a drop down to add more phone numbers not everyone looks at the Pipedrive un the deals tab. It is frustrating not to be able to see and or add numbers in the leads area & or see them
Merge fields in scheduler
Being able to use merge fields in scheduler invite to create meeting titles would be incredibly useful. the person booking the meeting (assist, SDR, etc.) may not the person taking the call creating more specific titles with out deal/org fields
Archive pipeline - missing functionality
I know many people use pipedrive for the multiple pipeline support. However, the inability to archive old pipelines no longer in use is a big missing piece of functionality for us. There are many times in which a pipeline is no longer needed, but you don't want to lose the deal history by deleting the entire pipeline. This…
Automation History Field for Deals/Contact
Currently automation history doesn't show for which deal/contact that automation is running making it so hard to find out which one to stop based on already taken action from automation. Like I am sending sequence emails to leads and wants to stop it once they respond or deal is won. It would be great if this feature…
Multiple Calendar Integration
Everyone needs to have a personal and a work calendar, especially if we want a proper balance AND the ability to make things like client selection for our calendars just WORK. Pipedrive needs to build in a feature that allows for a multiple calendar sync per user. This would help eliminate double bookings for calendar…
Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
Merging Products
Hi there. I think it would be great if it were possible to merge products. It is possible to merge deals, contacts, organizations etc. but not products. Please let me know if this can be made possible. Thanks
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.
Bulk Adding Labels
Hello there, As lead labels (and soon Contact labels) can handle multiple labels, it would be VERY helpful to be able to be able to ADD or SUBTRACT from existing labels (without having to replace all). For example: - I have 50 leads. Some have a variety of different existing labels - I'd like to quickly add a label to 25…
Partnership with Zenchef
Hi ! We use Pipedrive to take care of our restaurants. We have a software called Zenchef, that we use to deal with table reservations. Pipedrive receives leads for events or privatisations only. However we would love to connect Zenchef to Pipedrive to sync our contacts database. Here is the person you have to contact to…
Automations with Project - Activity Dates
would be great if you were able to build an automation off a project Date. it looks like you can do it for activity, deal, org or person. why are projects the bad step child of pipedrive? feels like it should still be free as none of the core functionality has been extended to proejcts.
HTML Email Templates
I'd be great if we were able to create HTML email templates so we can send more visually and conversion-centric emails.
Deactivated products in "Add products to deal" view
Hello, The current implementation of deactivated products in “Add products to deal” view is not suitable for our setup. We are using SmartDocs, and if the user deactivates a product from a product list in “Add products to deal” view, what currently happens is that the product still gets displayed in the product table (e.g.…
Convertkit integration
Hi does anyone use Convertkit and PD? Thanks!
Bulk Add a Value to a Data Field (AKA Mass Adding Tags)
Right now when you bulk edit, it replaces the current value, but what if you can add another value to it so you have multiple values in your custom field that looks like this. Here's what it could look like... The system is already capable off adding values when merging contacts, so why not have this feature be added when…
Multiple task scheduling
Hello, I've just started to use the feature for creating the same task on several and different deals (see the picture below) and I noticed that the object of the task created is the COMBINATION of the Deal subject + "what I write in the subject field of the task I'm creating). Again see the picture below: As you can see,…
Sorting from A-Z
Hi there, It would help a lot if I could sort lists from A-Z. For example: Projects > list. There I would like to sort my contact persons and/or organisations from A-Z. Would that be possible to add? Thanks in advance!
Contact photo enlargement on the iOS app
Similar to using LinkedIn, if you click on a contact's photo in the app you should be able to see a ~full screen pop up of the contact. We have older staff using the app and it's difficult for them to see the photo. The web platform already does this, which is great. Needs to be in the app as well. Thank you.
Visibility for scheduled emails
I'd love for other users to be able to see my scheduled emails. I often work with others on the same deals, and they need to be able to see when an email is scheduled. Thanks!
Sync deleted emails
We would love to be able to delete emails in Pipedrive and have the emails also be deleted in our Outlook. This would be more efficient rather than having to do it twice. We really enjoy that our emails are synced, however, this would elevate it even further.
What's the status? Request to allow updating of an activity w/o notifying guest
Hello, I've made this request multiple times. We sometimes need to make a minor update to an activity for internal purposes only. Thus, we do not wish for the invited guest (our customer) to receive an update because it is confusing for them. PLEASE let me know when we can expect this. Many other platforms provide the…

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