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"Nearby" Feature On the Mobile App ... Need to Add "Leads"
It would be great if you could add "Leads" as an option under "Nearby" I personally think "Leads" being an option to search nearby makes more sense than "People" … Switch it to ( Leads , Deals , Organizations) … your people are at one of these locations anyway.
Email Placeholders In Links
It would be nice to allow the Email Placeholder code to work in links for templates. Below is a sample of what we are trying to do: <a href="https://video.HIDDEN.com/{{email_address}}><img alt="" src="https://video.HIDDEN.com/media/gif/67eff6306c6032d20937c32f/{{email_address}}.gif" width="480" height="auto" /></a> We use…
Incoming Email as Trigger to automation
I would like incoming email as trigger to an automation. I.e. if it has been assigned to a deal, share it within the organization or create an activity.
Share Dashboard by email
Currently there is no option to share the dashboard by email. Gathering the data and organizing it in a comprehensive way is needed to drive commercial decisions. Having this scheduled to be received on a weekly basis helps on expediting the whole process and avoid emails, etc. So, I wouldn't be raising this if it's not…
Syncronize the archive email in Gmail
Would it be possible for the next version of Pipedrive to syncronize better with Gmail ? Currently when I archive an email in gmail it doesn't get archived in PipeDrive. Could it be possible to developp this feature in the next version ?
Calendar Block-Offs
I would LOVE if Pipedrive could enable us to mark off certain days on the calendar for holiday/vacation/sick days. This way I don't set myself or my coordinator tasks on days we don't work. I've mentioned this a few times, but I know it takes more people to make a difference. Hope there are other people that could benefit…
Bulk Transfer of Deal Ownership
Hello - Is it possible (or can you please make it possible :-) to do a bulk transfer of deal ownership? For example, I am taking over a sales territory. The current owner of those deals is moving into another role/territory. He has several deals and I would prefer to transfer them all at once to me if possible. Thanks!
Ability to Search Automation History / Automation Log For Leads/Deals/People etc
We really need a way to search the automations history, or see a full list of every automation that happened with each lead/deal/person etc so that we can troubleshoot any errors. We trigger thousands of automations per day and having to keeping scrolling down and hitting "load more" to try an go back through days of…
Filtering 'Done' Activities by Activity Type inside a deal or org
When you try to find an activty in the "done" section of a deal or organization, you can only select all activities which can be a lot. The suggestion: to add some kind of drop down bar to let you pick a certain activity type. Why: We want to log our comprehensive meeting notes in pipedrive, but with so many activities…
Filter Activity by type in History
It would be nice if the History section had a filter so that we could filter and show specific types of activities. Or, it would be nice if we could add our own tab, like Calls next to Note and Email.
Change the "Lead Created" Date
We need the option to change the "Lead Created" date to a custom date. Leads that are added into PipeDrive or converted from a deal, should not always have the date that the action was taken. Changing the "Deal Created" date is simple, but there's no option for changing the "Leads Created" date.
Remove the word 'deal' from Deal title
When I create a deal each time, the word 'deal' appears in the deal title field. This has some logic, but it's just unnecessary information in the deals pipeline view, and I should be able to change it. Thank you and please take a look at this issue.
Comment on @ Mention Notes in Leads
Our team is utilizing the "comment" feature on Deals more and more. They would also like to do this on Leads, but it does not look like this capability also extends to Leads. Could this be a future Leads improvement? Where the Comment option could go:
URL não atualiza ao abrir detalhes em painel lateral em Negócios
A nova funcionalidade de "Abrir detalhes em painel lateral" no pipeline de Negócios não atualiza a URL quando um negócio é selecionado. Isso impede o compartilhamento do link com outros usuários, pois a URL permanece a mesma do pipeline. Isso é um problema, pois o usuário não consegue compartilhar o link do negócio…
Duplicate Contact
We may have a unique situation but it would be very beneficial if there was an option to duplicate a contact. This would allow us to create a new contact with the same notes and files of the original contact, without deleting the original contact. This is important to us as in our business, we have clients moving into…
Add Activity Name to the Leads List View
Hello, can we please include the ""Name of the Activity"" (Ie Customised activity name, whether its a meeting, follow up call, calendar meeting etc) into the ""Leads List View"" please? If we have this, it will allow us to determine which ""Activity Types"" Require a particular action when Bulk emailing from the Leads list…
Add checkbox to select deal cards for bulk actions
Please add a checkbox to the corner of deal cards so that we can select multiple and have the ability to perform bulk actions, just like we can in the list view. It would also be nice to have a select all for each pipeline stage. For example, I am looking at my deals by card view and I want to send a group email to a…
Why can't you create and send quotes in pipedrive?
Surely quotations is an integral part of most sales processes, so I can't fathom why this functionality doesn't exist, especially when invoicing does ( and is fully integrated into Xero accounting and works perfectly) and you have to rely on third party apps. Presumably the same API that creates xero invoices can be used…
Please include a drop-down list option on the Web Form for use with countries and/or product lists.
Webhooks V2 Needs Custom Field Names & Values
The point of a webhook is to pass easily referenceable data to another source. In V2, you're passing a field hash instead of a custom field name which prevents one field from easily being distinguished from another. Even worse, you're passing the internal PD ID of a field value, and not including the value that it…
Selecting automations for a specific user
If you want to see the automations for a specific user, the following appear in the selection list: belongs to me belongs to others (deleted user) ... ... (deleted user) name of an existing user name of an existing user This is more than annoying. I see the following possible solutions: a) put the so-called (deleted user)…
Job Title
Job Title is an important field for us. I was able to add it as a custom field but there are numerous places where we need to see it including leads inbox, "people tab" of contacts, "people panel" of an organization, "participants panel" of a deal. Can we get the job title to appear in the participants panel of a deal and…
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
Allow multi-select in custom person/org field
Right now, you can add a customer field that allows you to reference a person or an org. But it is only single select. There are many scenarios where we'd like to multi-select one of these. For instance, we could have more than one Competitor (a list of which we maintain as Orgs) for a given customer. You can do a…
Dropbox integration
Surely this has to be under consideration at Pipedrive? Can you update us on a timescale for this? Pipedrive and Dropbox would be a match in heaven :)
Smart Contact Data - ability to copy / transpose to contact details
When you use the smart contact data lookup, there is no easy way to add smart contact info to a person's contact details, i.e. copy it from the smart info box to their actual saved contact details. This would make this feature so much better. What are your thoughts?
Compare data with previous years in insights feature
It would be really helpful to compare data in one overview. For example, compare the amount of deals created per week this year to the same date last year. As I am not mistaken, this is currently not possible to visualize in one graph.
number formatting
When a custom number field is utilized one should be able to format it to show thousand designator comma currently 111909 looks like this needs to look like this 111,909
Showing customer number fields with commas
Is there a way to show a numerical custom field with commas? I often enter large numbers and they are hard to read without a comma. Thanks!
Threaded comments in Tasks in Projects
We are implementing Pipedrive Projects and our team feels that the Notes tab is not very relevant or useful, because they need to make notes in relation to specific tasks. They would like a Comments feature to be added to Tasks, placed beneath the Description field. Functionally, it can work just like comments currently do…

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