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Set Working Time on calendar view
Is there a way to set working time on the calendar view? I don't need 12AM to 12PM. And it would display more of the actual working day so you would have to constantly scroll down to see normal appointment times. Thanks
Save the sorting on reports in dashboards
Would be really great to be able to save the sorting of a report in a dashboard. My use case is in an activities to do list dashboard but right now the automatic date sorting is in the wrong order! Seems a simple fix to an annoying problem!
Add a Central Dashboard to Manage Labels & Email Folders for Organisation
It would be really helpful to have a central dashboard where users can easily manage all labels (e.g. for deals, contacts, organisations). Right now, labels can only be edited in specific views and the process feels a bit limited. A dedicated area to view, rename, delete, and organise all labels in one place would improve…
Activity Filtering in History
It would be really helpful if we could choose to view specific activity types on a contact cards history. It gets frustrating to try and see what tasks have been completed when there are hundreds of phone call/ sms activities. Why are emails broken out but calls/ sms/ other activities aren't?
Get insight in performance of mail templates in our funnel
We do sent automated mails (using the automation tool) to our leads at specific moments in our funnel. For now, it is a black box to us how certain mail templates perform. I would really like to have an overview on how certain how well a certain mail performs (open rate + interaction). I know this is possible in the…
Better note editor
Hi! Everybody in my company is complaining about the note editor in Pipedrive. They all ask to integrate Pipedrive with Notion, but I would really like to see Notion-like functionalities in the notes object in Pipedrive
Feature Request: Highlight Selected Row in List View
I’d like to request a small but impactful usability improvement: the ability to visually highlight a selected row in the list view (e.g., in the Deals or Contacts list). This feature would be similar to how Excel or Google Sheets highlights the currently selected row, making it much easier to stay oriented—especially when…
Proper branching (if/else/elseif) in workflow automation
Currently, it is only possible to have one condition and the next step only triggers if that condition is met. Which makes workflow automation design super tedious: clone workflow, change the statement, clone again, change the statement again and so forth. Since it's also not possible to use dynamic values, we just abandon…
Change email to unthreaded from conversation view
Currently Pipedrive merges unrelated e-mails to one thread and I cannot separate them anyhow. This is confusing and heavily disturbing. I miss all the data in one deal and have e-mails from totally unrelated deals in the other one. What a mess. Please make this optional. I'm sure I'm not alone with this problem.
Relationship of notes left in Project
With the current specifications, the memos left in the Project are not linked to the people, organizations, or transactions associated with the Project. It takes a lot of time to check, so I would like you to update it so that it is linked.
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'…
Templates for notes
Often our team is having the same intro calls with multiple leads. We always want to gather the same data points and guide the conversation in the same way. Data fields are more difficult to update live and the format can be limiting. It would be ideal to have templates (like the Sales inbox) for notes so that the team…
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?…
Email conversation view
Is there a plan to give the user the flexibility to view emails in non-conversation view. The way PD sorts emails is almost unusable when you have multiple responses. There needs to be a way to view emails independently, sort easily by date, key words etc.
Filter Web Visitor results by city or key word
We have found that the Web Visitor add on while interesting, has many limitations. Including not being able to export that data to a spreadsheet, and not being able to filter by city. We want to look at key states and cities in the US specifically, and instead we have to search through hundreds of entries that aren't…
Can you make add products a mandatory field on a deal?
I would like to know if you can make 'Add products' a mandatory (IMPORTANT) field and also make the Item field mandatory for input?
Why not add Sales velocity to the dashboard?
Tested in 2021/2 but did not meet the requirements, but it is one of the key metrics for sales managers in a VUCA-world. So without insight into velocity it is hard to steer, speed up or track progress.
Adding Pipedrive activity URL into sync’d calendar events
It would be extremely helpful for Pipedrive to automatically insert a URL into the notes section of the synced calendar event that points back to the specific activity/task in Pipedrive. This would allow looking at an iphone/ipad/desktop calendar and then one tapping on the link to get directly to the task to complete it…
AUTOMATE DOCUMENT CREATION FROM A TEMPLATE
I'm working with the CRM system and I want to automate the process of creating Documents from a template when a Deal is created. Currently the function only works for e-mail! Why not also the deal-related Document?
Pipeline Showing Only Days in Stage Causes Confusion
The pipeline showing only the days in Stage rather than the name of that stage causes unnecessary confusion and constant hovering to see what stage to move something to. Perhaps it's just us but many times we may skip a stage or two and we need to hover over the future stages to see the tool tip to know the name of that…
Marking Deals as Lost Help
Hello! Is there a way to restrict users from marking jobs as lost? Ideally, only management should have this ability, but we're finding it difficult to manage. Any suggestions or alternatives would be greatly appreciated!
Duplicate button on a people
Most of the Labels which you have to enter in a field are common in people who work at same organization. So it would be helpful if we can have duplicate feature in a contact very similar to what we have in deals
I need feedback on how it is customer success integrations on pipedrive
I want to know how the companies of Pipedrive manage customers after they have bought from you. Do you keep nurturing them? What KPIs do you track right now? Is there some information that you would like to track?
Onboarding for Free Trial and Post-commitment
Just finished my onboarding call following subscribing to Pipedrive's entry level. I first completed a multi-week free trial, and through all, I read everything I could get my hands on to ease my learning curve. It was only after the onboarding call today that I got (or saw or noticed) the pdf Administrator's Tool guide. I…
Adding Custom Fields to Deal Product Line
you can add notes to each line, but having the ability to have structured data would be huge My use cases, Sales person can choose from a list of available location for each product added to a deal. I can utilise the field in external tools, make.com to add calculation results to be used within the smart doc feature.
Folders for managing and building email templates
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
Create activity from email
It would be very helpful to be able to create an acitivity from an email that is tagged or associated with a contact. This would allow the information in the email to automatically be included with the Activity.
Copy notes to the next activity
It would be very helpful to be able to have a button that copies the activity notes, so we can add them to the next follow up activity. Currently, we have to cut and paste them manually.
Added the ability to organize email templates with folders and subfolders.
Hey, this will be great to be able to organize email templates with folders and subfolders. We are now 14 users in my team and we share templates. This is very difficult to find the good template in a list of 70 items without folders. Thanks for your help.
Pipedrive Automation Builder Help
Greetings! We are in need of a developer or Pipedrive expert that can help us create automations and properly set up our account. How should we go about this?

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