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Microsoft Excel Integration in Documents tab
We integrated our Microsoft OneDrive into the Pipedrive CRM to use MS Excel. However, when we are following the below path: Deal>>Documents>>Create New then we are not getting Excel/Spreadsheet & PPT option. Whereas, your video of SmartDoc shows that if we integrate Google Drive/ OneDrive then we can get all three options:…
Onedrive integration for any files
Will be nice to have OneDrive integration to have not only for Documents (template), but also for any files, like attachment. For Google it is possible, why not for OneDrive?
Include custom field (a URL) as a hyperlink in an email template
Hi, I want to be able to insert field into a hyperlink of an email. It doesn't seem I can use the dropdown, can I use shortcodes? e.g see attached - I want to pull out the Email address in a hyperlink. I would expect the shortcode to look something like this: [email] or {email} and it would include the persons email. Is…
What if admin users want to see deals that they follow?
According to the Knowledge Base article on Visibility Groups, Admin Users can still view and edit any item with this visibility restriction, as they have editing powers over everything in Pipedrive. But what if admin users have some deals they follow, and they do want to see these deals only in the pipeline? * I know I can…
Display 'HERO IMAGE' on cards (in Kanban view etc)
I would find it transformational to be able to add a sort of primary 'hero image' to each card so I can see at a glance what it is (I deal in collectable artworks and antiques. I image this could be useful for realtors or anyone selling products, cars etc etc too). In this day and age I actually find it weird that the use…
Calendar Sync Needs to NOT Pull in Activities from External Calendar
Currently, the Two-Way Calendar Sync has a big flaw: it copies over external calendar items into Pipedrive as Activities. This is NOT necessary, as we do not need all of our calendar items pushed to Pipedrive as Activities. We only need to be able to see what is in the external calendar so that we can know when to schedule…
Email tracking from iOS app
There's currently no way to enable email tracking using the mobile app (only tested on iOS). Tracking opens and clicks is really important to us. Even if there is no option to turn it on/off from within the mobile app, it would be really useful if there was a global setting to mimick the option you selected last sent an…
Are fixed-value discounts ACTUALLY this difficult?
Here's me trying to apply a simple $300 discount to one of my products. Please tell me there's a proper way to do this? I can't believe this level of pain is the only way.
Adding multiple Contacts/People to a Lead
Seems like you can only have one person on a lead. Would be nice to be able to have multiple contacts, as we keep opportunities in Lead status until we have a shot at it (at which point we convert to a deal). But, up until that point, we may discover multiple organization contacts (and organizations!)
Automatisation : condition date de déclenchement
Bonjour, Je suis passé à la version "Avancé" de Pipedrive pour accéder à la fonction d'automatisation du flux de travail. Malheureusement, je ne parvient pas à paramétrer des actions pour gagner en temps et efficacité notamment en donnant une condition de date de déclenchement d'une action. Est-il possible de déclencher…
Colleagues can reply to emails within my deals
I cannot believe that this function is not already implemented: I want my sales colleagues to be able to forward/reply to my emails in the deals. If I got it right this is only possible if I set them in CC/BCC all the time, but this cannot be the solution. What if a sales agent leaves the company? Nobody can then continue…
Better Timezone management
I am trying out Pipedrive but the timezone features are really lacking as I am living in Vietnam but work mostly for European clients... And I have also US contact from time to time. Here some improvements : First it will be good to be able to change the "detected" timezone by the one we want, manually. A second easy…
Organizations Current Time based on Timezone to Show in Deal Header
I wish that you could set the time zone of the organization or deal and it would show that deal's current time in the header when you opened that deal. That would save me so much time and brain power.
Planning Meetings for different time zones
It would be a great feature for planning meetings to know the corresponding time to your time zone. I am using this website: https://www.timeanddate.com/ But there are calendars outside of Pipedrive which allow to plan the meeting in a time suitable to everyone:
Time zones for contacts/companies
I have seen others comment that they would like to see time zones so they could, for example, segment call lists. I have the same request. It's really not that hard to integrate, as there are easily available lists of telephone area codes and time zones in the US/Canada (for example:…
💡Time Zone Widget?
⚡️An idea! Could we have a Time Zone widget where we can select the prospect's time zone and it will show the live time in their zone in the side bar? It would be most useful.
Email all Deal Participants?
Please tell me there is an easier way to email all the participants on a Deal? In my line of work, there is RARELY a time that I am only emailing one person. So I'm constantly adding half dozen people to the email list. Is there a way to click one button and email all the participants on a Deal?
Calendar integration with Apple Calendar or CalDAV
Hi there, There's really a need to sync the calendar with further providers other than Google and Microsoft. How come such a numerous amount of Apple users are able to sync directly the calendar? And the CalDAV protocol is quite extended. You're forcing us to use Google, who already knows too much about any of us. There's…
Access Smart Contact Data in Insights reports
We want to learn about our ICP (Ideal Customer Profile) by segmenting won deals into the company industries and company sizes. This is currently a missing feature that holds us back from upgrading from Advanced Plan to the Professional Plan. I hope this is can be added to the roadmap.
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
Projects improvement
Hello, I have a few ideas for improving the projects section. - it would be nice to be able to set up automations in a project, like sending an e-mail automatically when an activity is clicked on. - update the API so that MAKE or ZAPIER can be used in the projects section - Develop the projects section on the IOS…
Folders for Email Templates
With my business, we utilize email templates for different stages of a sale and I think adding folders would be an easier way to organize the different templates, rather than just having them listed like it currently is. Does anyone know if it this possible to create folders for email templates?
Remove Pipedrive's Built in Data Fields Option
Hi, I wanted to recommend the idea of giving us the ability to remove pipedrives built in data fields. Whether it is when you want to create a deal or in the deal summary when clicked it can become a distraction. For example, my company does not use %probabilty or expected closing date as it does not rlly fit into our…
Dropbox and Dropbox Sign x PipeDrive
Hello Everyone, As a Pipedrive Partner and Dropbox Partner, it would be great o have a Dropbox Connector for storage (like Gdrive and Onedrive) and Dropbox Sign (like Docusign). I would be happy to share on this topic!
Pipedrive data to Google sheets connector
Hi! I want to send pipedrive data (basically send the data from certain filters) over to google sheets for our sales database so that I can make a google datastudio dashboard that combines other datasets like marketing info. We can't build using the api bc it's too time costly for our engineers. any add-on recommendations?…
Can't change "unsubscribed" marketing status
There are many cases that we should be able to change to marketing status from unsubscribed to subscribed again: * user just unsubscribed from a specific newsletter and not ALL of them * missclicked the status while editing contact details * customer decides that he wants to receive newsletters again Hopefully we will be…
More colourlabels to the inbox
Currently there are only 10 colours when putting labels on messages in the inbox, it seems to be an easy solution for you to just add another 10-20 colours for us. It helps out alot since the inbox in pipedrive often is chaotic and not easy to go through without labels
Leads Kanban
In my B2B business, there is a lot of activities going on when the person or the organization are still in the lead status. Actually, the "sales" status if much shorter in delay. It would very useful to : _ be able to add files to a lead _ Have a Kanban view with in column any field defined as a list. I could use the sales…
Field Definition Hovering
As I have spent time building out a training website for our team... this idea came to mind. If we could define fields (built-in and custom) in Settings, and then have those definitions show up either by hovering over a field or displayed right underneath a field, this would really help new and experienced users! Even…
Automatisation E-Mail Auswahl des E-Mail Kontos
Jetzt wo wir Pipedrive mit mehreren E-Mail Konten verknüpfen können, sollte bei der Automatisation auch die Möglichkeit bestehen eine Auswahl zu treffen, von welchem E-Mailkonto die Automatisierte E-Mail versendet wird. Bitte

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