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New: Sequences beta & trial access
Hi community! We’re excited to announce that our new Sequences feature is now entering beta, and we’re opening trial access for our community members. Sequences help you structure and personalize your deal follow-ups with ease; giving you full control and visibility at every step. With Sequences, you'll never worry about…
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New: 🚀 Deal Scoring in Pipedrive (Beta)
Tired of using labels, formula fields, or third-party tools to prioritize your deals? We’ve built something better. 🎯 Scores is a powerful new feature that lets you define custom scoring rules to reflect how you evaluate opportunities — so your team can focus on what matters most. With Scores, you can: ✅ Prioritize deals…
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Add Date Range Custom Fields to Card View for Deals
On a deal card customization I can't add a Custom Field of a Date Range to the card. Our clients take classes, we track Start and End Dates. Instead of having two fields we'd rather just have a Date Range field. Especially since the card only allows for around 7 max fields. However, any Date Range custom fields are not…
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Start Conversations Proactively on SMS & WhatsApp – Now in Pipedrive!
Tired of waiting for your leads to message you first? With HelloSend, you can now initiate SMS / WhatsApp conversations directly from Pipedrive. 💬 Send a SMS/WhatsApp message from the contact view 📌 All messages are logged as activities in Pipedrive 📲 Works with both WhatsApp Business API (WABA) & mobile WhatsApp (via QR)…
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📞 Call + 💬 WhatsApp + 📲 SMS in Pipedrive – All in One Place!
HelloSend now brings Call, SMS, and WhatsApp messaging right inside Pipedrive — no tab switching, no missed conversations. ✅ Click-to-call directly from contact view ✅ Send/receive SMS & WhatsApp messages ✅ Bulk campaigns and automated workflows ✅ Logs all messages and calls in Activities ✅ Use your own Twilio number for…
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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?
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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!)
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Please Keep Us Informed About Future Issues
In the future, if any issue occurs, we kindly request that your support team inform us and also email the account holder. This will help us keep our customers informed on time.
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URL DEAL
Hi people, before the community desappear….(wrong desition of course) Anyone know how can we find the URL of a deal "by system" (not by hand coping it from the browser) ? I need to add that URL to an email template. Adding that URL to a field and than call the field inside the template can work, but the URL is not offered…
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Paid Invoices
Is there any way of highlighting if an invoice has been paid… I'm sure there was a function previously? It would be nice to be able to view this in the deal forecast view so both finance and sales account managers can see what has been paid and what is outstanding.
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New value for field "Interval" of the subscription plan: "biannually"
Could you add the value "Biannually" (that is, every 6 months) to the list of possible values for field "Interval" of the subscription plan, please?
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Filter parameters in URL
Pipedrive has very powerful filters, but it's unfortuante that the only way to share a set of filters is to save it. I would like the ability to share a link that will take you to a pre-configured search filter without having to save that filter in my list of filters and make it public. The problem I have is that I create…
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Permalinks everywhere - why can't I link to some things directly?
I've been running into issues with my workflow in Pipedrive as not everything has a permalink. I often discus deals with people on the team and will want to link to a specific email or other item in the timeline of a deal, but there's no way to get a link to that object. Someone please help, I can't be the only one having…
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How can I assign multiple products to one contact and view detailed information for each one?
Hi everyone, I work in the insurance industry and would appreciate your guidance on how to manage multiple policies under a single contact in Pipedrive. Example: In March 2025, I sold a client Policy 1. In April 2025, the same client purchased Policy 2. I want each policy to be tracked as a separate deal, and from the…
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Where can I see my won deals and my lost deals
I mark them as won and lost but I can't find them afterwards in one place
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Templates now available in Sequences Beta
Hi community! Our Sequences beta just got even better - we've added Templates! Sequences help you structure, automate, and personalize your deal follow-ups, ensuring no important touchpoints are missed. From templates, you can quickly create consistent and professional playbook, saving time and boosting your productivity.…
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Hiding Deal value
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
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Link calendar events to People, Organizations, and Deals
My company recently moved to Pipedrive, and one thing we're really missing from our previous tool is the automatic linking of calendar events to CRM entities. I understand that creating an activity will link the activity to the entity, but I have hundreds of events on our team calendars from the past that I would like…
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What's your daily CRM routine?
Hey Pipedrivers! 👋 I’m Jenna, your go-to Customer Success Specialist here at Pipedrive. I’m excited to share some quick tips, best practices, and Insights to help you and your team get the most out of Pipedrive. Today, let’s talk about something that can truly set the tone for your success: your daily CRM routine. Check my…
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Stop Scrolling, Start Finding: Master Pipedrive Filters Like a Pro!
Hi Community, Tired of endlessly scrolling through your Pipedrive deals, contacts, or activities to find that one crucial piece of information? You're not alone! But what if I told you there's a superpower built right into Pipedrive that can save you time and boost your productivity? This week, we're diving deep into the…
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Super-User Authority to Unlink Emails
We are continuing to have problems with emails getting linked to the wrong Deals, which is hugely affecting our work. I understand all of the rules of how this happens, and I am also aware of how to Unlink them. However, the big issue that we have is that only the Sender/Receiver has the authority to Unlink the emails. As…
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My imported Deals all have me listed as the Owner, how can I fix this?
I saw a previous post where someone had experienced the same issue as im now facing where the Deals that have been imported all have me (the importer) listed as the Owner. The solution mentioned was to copy and paste the Contact Owner field and map it to the Deal Owner. Is there a quick video showing how this can be done?…
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Automatically Transferring Notes from Deals to Projects When a Deal is Won
Outcome Description: When my team marks a deal as 'Won' and creates a project, we need the notes from the deal to transfer into the corresponding project. Pipedrive's AI chatbot said this isn't currently supported, so we're having to copy and paste all the notes from every deal into it's corresponding project. The chatbot…
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Separate Field Views in Deals vs Leads vs Pipelines
Is there a way we can customize the info and view of data and fields in Leads, Deals and Pipelines? If not, can they provide an option to select to mirror or customize. Our issue is that in Leads, we do not need all the information contained in Deals unless it is converted. Thus we have pipelines that do not need any of…
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Alerts when Expected Deal Close Date passes
How can I set up alerts for Sales when their deal close date passes?
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Keep Won Deals Visible in Pipeline Until Fully Closed (Aftercare/Long-Term Follow-Up)
Hi everyone, I’d love to see an option added that allows Won deals to remain visible in the active pipeline, even after being marked as “won.” The reason: many of my deals, although considered won from a sales perspective, still require months of aftercare, onboarding, or scheduled follow-up. These deals often stay active…
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New: Updated Archiving for Leads and Deals
Managing deals and leads efficiently is key to staying focused and closing more sales, and now you can archive deals, ensuring you keep a clean workspace for the opportunities that matter. The option to archive leads has also been updated so that behavior is consistent for both leads and deals. Highlights: Archive paused…
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Table of Custom Fields
Is there a way to create a table of custom fields? The field grouping (as I understand it) doesn't give me the functionality we need. I appreciate any suggestions on how to track the following situation: My company sells memberships into different groups. A company may buy a membership in multiple groups. Each group has a…
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Bulk Deals or Leads creation via Custom fields & Automation
Stop wasting time on manual data entry! Discover how to automate lead creation and automate deal creation directly within your Pipedrive CRM. This simple yet powerful technique uses custom fields and workflow automation to streamline your sales process and boost productivity. This method leverages a custom field to…
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Link/Unlink emails to deals (from a deal)
The option to update/unlink "LINK TO A DEAL OR LEAD" within the lead/deal/project module, not just in the Sales Inbox. This is an issue for businesses that have multiple deals open against single individuals or organisations at a time, causing the wrong emails to be linked to deals.